UMB Financial Corporation (UMBF) Ownership

84.78 ↑1.04 (1.24%)

As of April 24, 2024, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of UMB Financial Corporation (UMBF), owning a total of 6 million shares. Combined, the top 27 institutional holders of UMBF own 80.06% of the company with a total of 39 million shares.

In the latest ownership report on December 31st 2023, the top 27 institutional holders decreased their combined ownership of UMBF by 307 thousand shares. 13 institutions bought 1,329,725 total additional shares and increased their ownership by an average of 11.25%. However 7 institutions sold 1,636,989 total shares and decreased their ownership by an average of 11.81%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of UMB Financial Corporation decreased by a net total of -307,264 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.260%	4.621%	5,975,948	263,944	2023-12-31
UMB Bank NA	10.885%	-4.399%	5,305,420	-244,122	2023-12-31
Vanguard Group Inc	8.844%	1.035%	4,310,807	44,150	2023-12-31
State Street Corporation	6.090%	-0.815%	2,968,567	-24,406	2023-12-31
Victory Capital Management Inc.	4.098%	15.324%	1,997,303	265,399	2023-12-31
Allspring Global Investments Holdings, LLC	3.779%	1.303%	1,842,050	23,689	2023-12-31
Wellington Management Company LLP	3.332%	-37.206%	1,624,294	-962,407	2023-12-31
American Century Companies Inc	3.213%	-13.818%	1,566,236	-251,114	2023-12-31
Dimensional Fund Advisors, Inc.	3.168%	11.686%	1,544,008	161,558	2023-12-31
Geode Capital Management, LLC	2.058%	4.468%	1,002,987	42,898	2023-12-31
Bank of New York Mellon Corp	1.964%	2.750%	957,265	25,617	2023-12-31
Goldman Sachs Group Inc	1.594%	73.176%	776,758	328,221	2023-12-31
BTIM Corp	1.413%	0.684%	688,687	4,677	2023-12-31
Global Alpha Capital Management Ltd.	1.360%	17.979%	662,769	101,000	2023-12-31
Ameriprise Financial Inc	1.333%	4.295%	649,866	26,762	2023-12-31
Northern Trust Corp	1.273%	-3.179%	620,245	-20,363	2023-12-31
Charles Schwab Investment Management Inc	1.081%	3.079%	526,747	15,732	2023-12-31
ProShare Advisors LLC	1.001%	-4.037%	487,667	-20,514	2023-12-31
Fisher Asset Management, LLC	0.984%	-19.210%	479,705	-114,063	2023-12-31
NORGES BANK	0.967%	5.858%	471,283	26,078	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.260%	4.621%	5,975,948	263,944	2023-12-31
UMB Bank NA	10.885%	-4.399%	5,305,420	-244,122	2023-12-31
Vanguard Group Inc	8.844%	1.035%	4,310,807	44,150	2023-12-31
State Street Corporation	6.090%	-0.815%	2,968,567	-24,406	2023-12-31
Victory Capital Management Inc.	4.098%	15.324%	1,997,303	265,399	2023-12-31
Allspring Global Investments Holdings, LLC	3.779%	1.303%	1,842,050	23,689	2023-12-31
Wellington Management Company LLP	3.332%	-37.206%	1,624,294	-962,407	2023-12-31
American Century Companies Inc	3.213%	-13.818%	1,566,236	-251,114	2023-12-31
Dimensional Fund Advisors, Inc.	3.168%	11.686%	1,544,008	161,558	2023-12-31
Champlain Investment Partners, LLC	2.552%	-2.930%	1,238,140	-37,375	2022-12-31
Geode Capital Management, LLC	2.058%	4.468%	1,002,987	42,898	2023-12-31
Bank of New York Mellon Corp	1.964%	2.750%	957,265	25,617	2023-12-31
Goldman Sachs Group Inc	1.594%	73.176%	776,758	328,221	2023-12-31
Massachusetts Financial Services Company	1.507%	0.867%	730,899	6,282	2022-12-31
FMR Inc	1.486%	2.738%	720,858	19,213	2022-12-31
BTIM Corp	1.413%	0.684%	688,687	4,677	2023-12-31
Global Alpha Capital Management Ltd.	1.360%	17.979%	662,769	101,000	2023-12-31
Ameriprise Financial Inc	1.333%	4.295%	649,866	26,762	2023-12-31
Northern Trust Corp	1.273%	-3.179%	620,245	-20,363	2023-12-31
Charles Schwab Investment Management Inc	1.081%	3.079%	526,747	15,732	2023-12-31
ProShare Advisors LLC	1.001%	-4.037%	487,667	-20,514	2023-12-31
Mariner Value Strategies, LLC	1.006%	0.194%	486,137	940	2022-09-30
Assenagon Asset Management SA	1.000%	847.664%	485,090	433,902	2023-06-30
Fisher Asset Management, LLC	0.984%	-19.210%	479,705	-114,063	2023-12-31
NORGES BANK	0.967%	5.858%	471,283	26,078	2023-12-31
Millennium Management LLC	0.936%	28.290%	453,976	100,109	2023-03-31
Brown Advisory Holdings Inc	0.879%	-10.727%	426,465	-51,245	2023-09-30

Mutual Fund Ownership

Allspring Special Small Cap Value A is the biggest individual fund holder of UMB Financial Corporation (UMBF), owning a total of 1.6 million shares. Combined, the top 27 mutual fund holders of UMBF own 42.43% of the company with a total of 20.7 million shares.

In the latest ownership report on March 31st 2024, the top 27 fund holders increased their combined ownership of UMBF by 28 thousand shares. 2 funds bought 32,460 total additional shares and increased their ownership by an average of 1.47%. However 1 funds sold 4,446 total shares and decreased their ownership by an average of 1.51%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding UMB Financial Corporation increased by a net total of 28,014 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring Special Small Cap Value A	3.202%	1.582%	1,560,749	24,300	2024-03-31
SPDR® S&P Dividend ETF	1.243%	1.366%	605,622	8,160	2024-03-31
SPDR® S&P Regional Banking ETF	0.593%	-1.514%	289,154	-4,446	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Allspring Special Small Cap Value A	3.202%	1.582%	1,560,749	24,300	2024-03-31
iShares Core S&P Mid-Cap ETF	2.790%	0.000%	1,359,808	0	2024-03-28
Victory Small Cap Value CIT (Net 75)	2.770%	5.799%	1,350,000	74,000	2023-12-31
Victory Sycamore Small Company Opp R	2.770%	5.799%	1,350,000	74,000	2023-12-31
Vanguard Total Stock Mkt Idx Inv	2.514%	-0.261%	1,225,391	-3,202	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.472%	2.126%	1,199,811	24,979	2023-03-31
iShares Russell 2000 ETF	2.276%	1.043%	1,109,135	11,453	2024-03-28
Vanguard Small Cap Index	2.053%	0.935%	1,000,742	9,268	2024-02-29
Champlain Small Company Fund, LLC	1.959%	-0.225%	950,220	-2,140	2023-02-28
American Century U.S. Small Cap Value	1.857%	-22.979%	905,000	-270,000	2023-12-31
American Century Small Cap Value Inv	1.857%	-22.979%	905,000	-270,000	2023-12-31
Vanguard Small Cap Value Index Inv	1.402%	0.707%	683,274	4,799	2024-02-29
SPDR® S&P US Dividend Aristocrats ETFDis	1.325%	-7.489%	643,052	-52,058	2023-07-31
Vanguard Institutional Extnd Mkt Idx Tr	1.319%	0.084%	643,017	542	2024-02-29
SPDR® S&P Dividend ETF	1.243%	1.366%	605,622	8,160	2024-03-31
Vanguard Extended Market Index Investor	1.235%	-0.017%	599,318	-103	2023-08-31
Fidelity® Mid-Cap Stock	1.123%	0.000%	544,881	0	2023-02-28
Champlain Small Company Adv	1.093%	-4.505%	530,000	-25,000	2022-12-31
Avantis US Small Cap Value ETF	1.081%	0.000%	526,677	0	2024-03-29
Fidelity Small Cap Index	0.919%	1.563%	447,832	6,891	2024-01-31
Fidelity® Small Cap Index	0.881%	2.806%	427,426	11,666	2023-10-31
iShares Russell 2000 Value ETF	0.862%	0.283%	419,958	1,184	2024-03-28
ProShares S&P MidCap 400 Dividend Arst	0.741%	0.000%	361,206	0	2024-03-28
SPDR® S&P MIDCAP 400 ETF Trust	0.716%	0.378%	348,859	1,314	2024-02-29
DFA US Small Cap I	0.695%	0.000%	338,533	0	2024-02-29
MFS New Discovery Value I	0.687%	-0.711%	334,924	-2,399	2024-02-29
SPDR® S&P Regional Banking ETF	0.593%	-1.514%	289,154	-4,446	2024-03-31