Who Owns UMB Financial Corporation (UMBF)?Hedge Fund & Institutional Holders

$109.97-1.97 (-1.76%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+11 / -2

Price History

$86.40$98.38$110.36$122.34$134.32Sep 24Jun 25Mar 26

UMBF — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
UMB Bank, n.a.New Position+4.8M+$552.0B
FMR LLCIncreased+388K+$300.7B
PRINCIPAL FINANCIAL GROUP INCNew Position+727K+$83.6B
BALYASNY ASSET MANAGEMENT L.P.Increased+388K+$44.0B
JOHNSON INVESTMENT COUNSEL INCNew Position+362K+$41.0B
MASSACHUSETTS FINANCIAL SERVICES CO /MA/New Position+353K+$40.6B
CITADEL ADVISORS LLCIncreased+362K+$37.9B
EMERALD ADVISERS, LLCNew Position+275K+$31.7B
Boston Trust Walden CorpNew Position+237K+$27.3B
FIRST TRUST ADVISORS LPIncreased+222K+$23.2B
NEW YORK STATE COMMON RETIREMENT FUNDNew Position+194K+$22.0B
WCM INVESTMENT MANAGEMENT, LLCNew Position+185K+$21.6B
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.New Position+170K+$19.6B
EMERALD MUTUAL FUND ADVISERS TRUSTNew Position+159K+$18.2B
FEDERATED HERMES, INC.New Position+161K+$17.0B

UMBF — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
WELLINGTON MANAGEMENT GROUP LLPDecreased-508K-$70.7B
CAPTRUST FINANCIAL ADVISORSDecreased-647-$54.4B
ProShare Advisors LLCDecreased-26K-$39.7B
Freestone Grove Partners LPClosed Position-248K-$29.3B
Zurich Insurance Group Ltd/FIClosed Position-183K-$21.6B
VICTORY CAPITAL MANAGEMENT INCDecreased-119K-$18.6B
Neuberger Berman Group LLCDecreased-89K-$16.9B
AMERICAN CENTURY COMPANIES INCDecreased-83K-$15.7B
NORTHERN TRUST CORPDecreased-76K-$15.0B
EARNEST PARTNERS LLCDecreased-65K-$12.0B
THIRD AVENUE MANAGEMENT LLCDecreased-19K-$11.5B
GOLDMAN SACHS GROUP INCDecreased-38K-$8.9B
JANE STREET GROUP, LLCDecreased-69K-$8.5B
ALLIANCEBERNSTEIN L.P.Decreased-12K-$7.2B
ROYAL BANK OF CANADADecreased-39K-$5.6B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1UMB Bank, n.a.4,074,852$468.0B6.22%Share
2DIMENSIONAL FUND ADVISORS LP2,677,875$308.0B0.06%Share
3WELLINGTON MANAGEMENT GROUP LLP2,363,939$271.0B0.05%Share
4FMR LLC2,030,323$233.0B0.01%Share
5Neuberger Berman Group LLC1,733,637$199.0B0.15%Share
6AMERICAN CENTURY COMPANIES INC1,511,248$173.0B0.09%Share
7ALLIANCEBERNSTEIN L.P.1,442,873$165.0B0.05%Share
8EARNEST PARTNERS LLC1,306,642$150.3B0.64%Share
9CITADEL ADVISORS LLC1,227,752$141.0B0.02%Share
10VICTORY CAPITAL MANAGEMENT INC1,103,086$126.0B0.07%Share
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC960,831$110.0B0.02%Share
12FIRST TRUST ADVISORS LP803,251$92.0B0.07%Share
13NORTHERN TRUST CORP736,157$84.0B0.01%Share
14UMB Bank, n.a.734,972$84.0B1.12%Share
15PRINCIPAL FINANCIAL GROUP INC723,783$83.3B0.04%Share
16Global Alpha Capital Management Ltd.632,216$72.7B4.44%Share
17Clearbridge Investments, LLC614,037$70.0B0.06%Share
18FMR LLC533,509$61.0B0.00%Share
19GOLDMAN SACHS GROUP INC507,420$58.0B0.01%Share
20SCHRODER INVESTMENT MANAGEMENT GROUP480,513$56.0B0.04%Share
21BALYASNY ASSET MANAGEMENT L.P.422,065$48.0B0.06%Share
22ADAGE CAPITAL PARTNERS GP, L.L.C.380,211$43.0B0.07%Share
23JOHNSON INVESTMENT COUNSEL INC362,118$41.0B0.34%Share
24MASSACHUSETTS FINANCIAL SERVICES CO /MA/344,466$39.6B0.01%Share
25Nuveen, LLC344,457$39.0B0.01%Share
26NEUMEIER POMA INVESTMENT COUNSEL LLC336,712$38.7B3.20%Share
27SYSTEMATIC FINANCIAL MANAGEMENT LP333,960$38.4B0.91%Share
28UBS Group AG332,809$38.3B0.01%Share
29NFJ INVESTMENT GROUP, LLC329,564$37.0B1.33%Share
30Nuveen, LLC311,369$35.0B0.01%Share
31BANK OF AMERICA CORP /DE/298,797$34.0B0.00%Share
32GOLDMAN SACHS GROUP INC294,270$33.0B0.00%Share
33FRANKLIN RESOURCES INC294,868$33.0B0.01%Share
34EMERALD ADVISERS, LLC275,296$31.7B0.98%Share
35Fisher Asset Management, LLC266,751$30.0B0.01%Share
36WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC225,846$26.0B0.07%Share
37RHUMBLINE ADVISERS224,506$25.0B0.02%Share
38Invesco Ltd.211,706$24.4B0.00%Share
39BANK OF AMERICA CORP /DE/208,158$23.0B0.00%Share
40NEW YORK STATE COMMON RETIREMENT FUND193,936$22.0B0.03%Share
41WCM INVESTMENT MANAGEMENT, LLC185,085$21.6B0.04%Share
42JPMORGAN CHASE & CO183,575$21.0B0.00%Share
43BARCLAYS PLC184,904$21.0B0.01%Share
44SEI INVESTMENTS CO181,154$20.0B0.02%Share
45Powszechne Towarzystwo Emerytalne Allianz Polska S.A.170,440$19.6B6.21%Share
46RAYMOND JAMES FINANCIAL INC171,260$19.0B0.01%Share
47EMERALD MUTUAL FUND ADVISERS TRUST158,617$18.2B0.89%Share
48Boston Trust Walden Corp149,284$17.2B0.13%Share
49AQR CAPITAL MANAGEMENT LLC147,837$17.0B0.01%Share
50Swiss National Bank149,820$17.0B0.01%Share

UMBF Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025408$4.5T+143
Q3 2025265$3.5T-87
Q2 2025352$3.1T-56
Q1 2025408$4.9T+82
Q4 2024326$7.7T+59
Q3 2024267$108.9T+25
Q2 2024242$102.6T+21
Q1 2024221$307.0T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold UMBF (UMB Financial Corporation). The largest holder is UMB Bank, n.a. with $468.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own UMBF?

As of Q4 2025, 50 institutional investors report holding UMBF (UMB Financial Corporation) in their 13F filings.

Who is the largest institutional holder of UMBF?

The largest institutional holder of UMBF is UMB Bank, n.a. with $468.0B in shares.

Is institutional ownership of UMBF increasing or decreasing?

This quarter, 11 institutions opened new positions in UMBF and 2 closed their positions.