Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns UMBF (UMBF)


Which tracked institutional funds hold UMBF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UMBF company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

448
Institutional holders
69,301,380
Shares held (tracked funds)
91.2%
Of shares outstanding

How the tape is positioned

87 tracked funds added or opened UMBF while 104 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

UMBF’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UMBF more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in UMBF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 448 tracked filers holding UMBF, 233 increased or opened the position and 186 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in UMBF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 34

  • VANGUARD PORTFOLIO MANAGEMENT LLC$467M
  • VANGUARD CAPITAL MANAGEMENT LLC$350M
  • VANGUARD FIDUCIARY TRUST CO$52M
  • VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.$33M
  • MILLENNIUM MANAGEMENT LLC$18M
  • VANGUARD ASSET MANAGEMENT, Ltd$8M

Full exits 13

  • VANGUARD GROUP INC$870M
  • BASSWOOD CAPITAL MANAGEMENT, L.L.C.$13M
  • MIdWestOne Financial Group, Inc.$6M
  • COMERICA BANK$4M
  • OP Asset Management Ltd$4M
  • NATIXIS$3M

Largest adds

  • BESSEMER GROUP INC$32M
  • MORGAN STANLEY$20M
  • Qube Research & Technologies Ltd$19M
  • JOHNSON INVESTMENT COUNSEL INC$13M
  • PRICE T ROWE ASSOCIATES INC /MD/$13M
  • STATE OF WISCONSIN INVESTMENT BOARD$11M

Largest trims

  • BlackRock, Inc.$134M
  • BALYASNY ASSET MANAGEMENT L.P.$48M
  • Allspring Global Investments Holdings, LLC$37M
  • FMR LLC$36M
  • STATE STREET CORP$32M
  • ALLIANCEBERNSTEIN L.P.$26M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed8,110,472$915M11.0%2026-Q1
UMB Bank, n.a. trimmed4,723,573$533M6.4%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new4,136,220$467M5.6%2026-Q1
STATE STREET CORP trimmed3,981,601$451M5.4%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new3,101,293$350M4.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added2,909,932$328M4.0%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP added2,707,124$305M3.7%2026-Q1
FMR LLC trimmed2,372,822$268M3.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,947,446$220M2.6%2026-Q1
NEUBERGER BERMAN GROUP LLC trimmed1,699,639$192M2.3%2026-Q1
Allspring Global Investments Holdings, LLC trimmed1,357,177$156M1.9%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed1,345,844$152M1.8%2026-Q1
EARNEST PARTNERS LLC trimmed1,277,889$144M1.7%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed1,219,978$140M1.7%2026-Q1
CITADEL ADVISORS LLC trimmed1,068,582$121M1.5%2026-Q1
MORGAN STANLEY added1,006,918$114M1.4%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed979,052$110M1.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added966,744$109M1.3%2026-Q1
FIRST TRUST ADVISORS LP added899,400$101M1.2%2026-Q1
GOLDMAN SACHS GROUP INC added896,104$101M1.2%2026-Q1
NORTHERN TRUST CORP added880,345$99M1.2%2026-Q1
NORGES BANK added827,935$84M1.0%2026-Q1
PRINCIPAL FINANCIAL GROUP INC trimmed712,859$80M1.0%2026-Q1
GW&K Investment Management, LLC trimmed701,187$79M1.0%2026-Q1
BANK OF AMERICA CORP /DE/ added695,276$78M0.9%2026-Q1
Global Alpha Capital Management Ltd. added658,982$74M0.9%2026-Q1
Nuveen, LLC trimmed656,034$74M0.9%2026-Q1
Clearbridge Investments, LLC added649,571$73M0.9%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added607,314$68M0.8%2026-Q1
Bank of New York Mellon Corp trimmed552,717$62M0.8%2026-Q1
JOHNSON INVESTMENT COUNSEL INC added482,949$54M0.7%2026-Q1
VANGUARD FIDUCIARY TRUST CO new463,142$52M0.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed446,393$50M0.6%2026-Q1
NEUMEIER POMA INVESTMENT COUNSEL LLC added403,907$46M0.5%2026-Q1
SYSTEMATIC FINANCIAL MANAGEMENT LP added346,445$39M0.5%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed339,702$38M0.5%2026-Q1
NFJ INVESTMENT GROUP, LLC trimmed325,964$37M0.4%2026-Q1
FRANKLIN RESOURCES INC trimmed314,145$35M0.4%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed321,910$35M0.4%2026-Q1
JPMORGAN CHASE & CO trimmed310,883$34M0.4%2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new294,880$33M0.4%2026-Q1
UBS Group AG trimmed292,827$33M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added285,310$32M0.4%2026-Q1
BESSEMER GROUP INC added281,238$32M0.4%2026-Q1
T. Rowe Price Investment Management, Inc. added277,054$31M0.4%2026-Q1
EMERALD ADVISERS, LLC trimmed267,438$30M0.4%2026-Q1
Qube Research & Technologies Ltd added266,732$30M0.4%2026-Q1
Fisher Asset Management, LLC trimmed242,438$27M0.3%2026-Q1
Stieven Capital Advisors, L.P. trimmed228,789$26M0.3%2026-Q1
RHUMBLINE ADVISERS added227,782$26M0.3%2026-Q1
ProShare Advisors LLC trimmed215,435$24M0.3%2026-Q1
Boston Trust Walden Corp trimmed208,003$23M0.3%2026-Q1
Invesco Ltd. trimmed203,333$23M0.3%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND trimmed193,663$22M0.3%2026-Q1
SEI INVESTMENTS CO trimmed190,703$22M0.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added190,866$21M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added186,932$21M0.3%2026-Q1
WCM INVESTMENT MANAGEMENT, LLC trimmed178,464$20M0.2%2026-Q1
FEDERATED HERMES, INC. added170,674$19M0.2%2026-Q1
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.170,440$19M0.2%2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed160,691$18M0.2%2026-Q1
MILLENNIUM MANAGEMENT LLC added159,825$18M0.2%2026-Q1
EMERALD MUTUAL FUND ADVISERS TRUST158,617$18M0.2%2026-Q1
CONGRESS ASSET MANAGEMENT CO added151,351$17M0.2%2026-Q1
Swiss National Bank added150,220$17M0.2%2026-Q1
Gator Capital Management, LLC added145,380$16M0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed138,296$16M0.2%2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed133,550$15M0.2%2026-Q1
California Public Employees Retirement System added132,821$15M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed132,428$15M0.2%2026-Q1
Ceredex Value Advisors LLC trimmed131,575$15M0.2%2026-Q1
STATE OF WISCONSIN INVESTMENT BOARD added116,376$13M0.2%2026-Q1
Creative Planning added105,549$12M0.1%2026-Q1
NATIXIS ADVISORS, LLC added104,223$12M0.1%2026-Q1
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed97,269$11M0.1%2026-Q1
Legal & General Group Plc trimmed97,244$11M0.1%2026-Q1
STRS OHIO trimmed96,000$11M0.1%2026-Q1
Retirement Systems of Alabama added87,536$10M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added87,178$10M0.1%2026-Q1
BARCLAYS PLC trimmed80,632$9M0.1%2026-Q1
DEUTSCHE BANK AG\ trimmed80,603$9M0.1%2026-Q1
THIRD AVENUE MANAGEMENT LLC78,245$9M0.1%2026-Q1
Squarepoint Ops LLC added77,151$9M0.1%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added76,213$9M0.1%2026-Q1
FIL Ltd added76,177$9M0.1%2026-Q1
MetLife Investment Management, LLC trimmed73,403$8M0.1%2026-Q1
AMERIPRISE FINANCIAL INC trimmed72,915$8M0.1%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new70,394$8M0.1%2026-Q1
Jain Global LLC new69,756$8M0.1%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed69,343$8M0.1%2026-Q1
Edgestream Partners, L.P. added65,640$7M0.1%2026-Q1
Thrivent Financial for Lutherans added64,595$7M0.1%2026-Q1
Karl Kapital LLC added62,314$7M0.1%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed61,835$7M0.1%2026-Q1
JANE STREET GROUP, LLC added61,547$7M0.1%2026-Q1
VANGUARD GROUP INC trimmed7,560,872$870M10.5%2025-Q4 stale
Zurich Insurance Group Ltd/FI trimmed182,803$22M0.3%2025-Q3 stale
BASSWOOD CAPITAL MANAGEMENT, L.L.C.115,120$13M0.2%2025-Q4 stale
Corebridge Financial, Inc. added108,116$11M0.1%2025-Q1 stale
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed97,196$10M0.1%2025-Q1 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership