Recent Quarter Total Invested
$4.10 B
Recent Quarter Institutional Ownership Percentage
100.97%
Total Invested of Last Quarter
$3.65 B
Ownership Percentage of Last Quarter
86.28%
UMB Financial Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 5.97 M | $498.29 M | 1.60% | 12.27% |
| UMB BANK, N.A. | 07/29/2024 | 5.12 M | $426.75 M | -2.40% | 10.51% |
| VANGUARD GROUP INC | 08/13/2024 | 4.49 M | $374.92 M | -4.49% | 9.24% |
| STATE STREET CORP | 08/14/2024 | 2.83 M | $237.08 M | 3.48% | 5.81% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2024 | 2.60 M | $216.87 M | 36.83% | 5.34% |
| CITADEL ADVISORS LLC | 08/14/2024 | 2.20 M | $183.13 M | 9,891.93% | 4.51% |
| VICTORY CAPITAL MANAGEMENT INC | 08/05/2024 | 2.00 M | $166.80 M | -0.62% | 4.11% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 07/26/2024 | 1.95 M | $163.07 M | 2.61% | 4.02% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 1.75 M | $146.20 M | 6.77% | 3.60% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.69 M | $140.97 M | 6.29% | 3.47% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.09 M | $91.21 M | 5.47% | 2.25% |
| FMR LLC | 08/13/2024 | 924,888 | $77.15 M | 196.02% | 1.90% |
| PROSHARE ADVISORS LLC | 08/13/2024 | 752,576 | $62.78 M | 102.69% | 1.55% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 733,734 | $61.21 M | 567.13% | 1.51% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 592,849 | $49.46 M | 62.92% | 1.22% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 576,200 | $48.07 M | -34.20% | 1.18% |
| NORTHERN TRUST CORP | 08/14/2024 | 560,159 | $46.73 M | 4.97% | 1.15% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 556,050 | $46.39 M | 0.91% | 1.14% |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 08/09/2024 | 542,759 | $45.28 M | 3.19% | 1.12% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/09/2024 | 517,622 | $43.18 M | 21.13% | 1.06% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 444,731 | $37.10 M | 49.46% | 0.91% |
| AZORA CAPITAL LP | 08/14/2024 | 411,942 | $34.36 M | 100.00% | 0.85% |
| MORGAN STANLEY | 10/17/2024 | 394,917 | $32.94 M | 20.51% | 0.81% |
| JPMORGAN CHASE & CO | 08/12/2024 | 363,572 | $30.33 M | 73.69% | 0.75% |
| GW&K INVESTMENT MANAGEMENT, LLC | 08/12/2024 | 334,083 | $27.87 M | 40.03% | 0.69% |
| BOSTON TRUST WALDEN CORP | 07/19/2024 | 310,239 | $25.88 M | -54.92% | 0.64% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 299,270 | $24.64 M | 52.07% | 0.62% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 295,053 | $24.61 M | 335.05% | 0.61% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 292,331 | $24.39 M | 1.69% | 0.60% |
| FRANKLIN RESOURCES INC | 08/14/2024 | 286,057 | $23.86 M | 369.55% | 0.59% |
| NORGES BANK | 08/14/2024 | 270,802 | $22.59 M | 100.00% | 0.56% |
| FISHER ASSET MANAGEMENT, LLC | 08/14/2024 | 267,571 | $22.32 M | -34.34% | 0.55% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 265,665 | $22.16 M | 9,442.56% | 0.55% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2024 | 232,881 | $19.43 M | 100.00% | 0.48% |
| UBS GROUP AG | 08/14/2024 | 219,046 | $18.27 M | 315.21% | 0.45% |
| SEI INVESTMENTS CO | 08/13/2024 | 216,442 | $18.06 M | 27.05% | 0.44% |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 07/24/2024 | 198,107 | $16.53 M | 0.25% | 0.41% |
| PRINCIPAL FINANCIAL GROUP INC | 07/29/2024 | 172,097 | $14.36 M | -8.26% | 0.35% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 171,800 | $14.33 M | 113.95% | 0.35% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 171,500 | $14.31 M | 100.00% | 0.35% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 08/13/2024 | 164,855 | $13.75 M | 47.84% | 0.34% |
| RHUMBLINE ADVISERS | 08/01/2024 | 163,988 | $13.68 M | 1.27% | 0.34% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2024 | 162,958 | $13.59 M | 100.00% | 0.33% |
| THIRD AVENUE MANAGEMENT LLC | 08/13/2024 | 149,284 | $12.45 M | 0.00% | 0.31% |
| CEREDEX VALUE ADVISORS LLC | 07/25/2024 | 140,900 | $11.81 M | 56.90% | 0.29% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 124,203 | $10.36 M | 406.72% | 0.26% |
| CONGRESS ASSET MANAGEMENT CO /MA | 08/02/2024 | 117,554 | $9.81 M | 14.39% | 0.24% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 116,889 | $9.75 M | -82.52% | 0.24% |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 08/14/2024 | 114,357 | $9.54 M | 100.00% | 0.24% |
| INVESCO LTD. | 08/13/2024 | 112,745 | $9.41 M | 31.01% | 0.23% |
UMB Financial Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UMBF shares?
During the previous two years, 178 institutional investors and hedge funds held shares of UMB Financial Corporation. The most heavily invested institutionals were:
HRT FINANCIAL LP: 0
Point72 Asia (Singapore) Pte. Ltd.: 0
PICTON MAHONEY ASSET MANAGEMENT: 0
ALGERT GLOBAL LLC: 0
Philadelphia Financial Management of San Francisco, LLC: 0
WealthPLAN Partners, LLC: 0
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What percentage of UMB Financial Corporation stock is owned by institutional investors?
100.97% of UMB Financial Corporation stock is owned by institutional investors.
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How much institutional buying is happening at UMBF ?
Institutional investors have bought a total of 32.83 M shares in the last 24 months. This purchase volume represents approximately $3.99 B in transactions.