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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 8,110,472 | $915M | 11.0% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 4,723,573 | $533M | 6.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 4,136,220 | $467M | 5.6% | 2026-Q1 |
| STATE STREET CORP trimmed | 3,981,601 | $451M | 5.4% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 3,101,293 | $350M | 4.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 2,909,932 | $328M | 4.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,707,124 | $305M | 3.7% | 2026-Q1 |
| FMR LLC trimmed | 2,372,822 | $268M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,947,446 | $220M | 2.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,699,639 | $192M | 2.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 1,357,177 | $156M | 1.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,345,844 | $152M | 1.8% | 2026-Q1 |
| EARNEST PARTNERS LLC trimmed | 1,277,889 | $144M | 1.7% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,219,978 | $140M | 1.7% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 1,068,582 | $121M | 1.5% | 2026-Q1 |
| MORGAN STANLEY added | 1,006,918 | $114M | 1.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 979,052 | $110M | 1.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 966,744 | $109M | 1.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 899,400 | $101M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 896,104 | $101M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP added | 880,345 | $99M | 1.2% | 2026-Q1 |
| NORGES BANK added | 827,935 | $84M | 1.0% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 712,859 | $80M | 1.0% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 701,187 | $79M | 1.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 695,276 | $78M | 0.9% | 2026-Q1 |
| Global Alpha Capital Management Ltd. added | 658,982 | $74M | 0.9% | 2026-Q1 |
| Nuveen, LLC trimmed | 656,034 | $74M | 0.9% | 2026-Q1 |
| Clearbridge Investments, LLC added | 649,571 | $73M | 0.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 607,314 | $68M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 552,717 | $62M | 0.8% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC added | 482,949 | $54M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 463,142 | $52M | 0.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 446,393 | $50M | 0.6% | 2026-Q1 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 403,907 | $46M | 0.5% | 2026-Q1 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP added | 346,445 | $39M | 0.5% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 339,702 | $38M | 0.5% | 2026-Q1 |
| NFJ INVESTMENT GROUP, LLC trimmed | 325,964 | $37M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 314,145 | $35M | 0.4% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 321,910 | $35M | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 310,883 | $34M | 0.4% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. new | 294,880 | $33M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 292,827 | $33M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 285,310 | $32M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC added | 281,238 | $32M | 0.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 277,054 | $31M | 0.4% | 2026-Q1 |
| EMERALD ADVISERS, LLC trimmed | 267,438 | $30M | 0.4% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 266,732 | $30M | 0.4% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 242,438 | $27M | 0.3% | 2026-Q1 |
| Stieven Capital Advisors, L.P. trimmed | 228,789 | $26M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 227,782 | $26M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 215,435 | $24M | 0.3% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 208,003 | $23M | 0.3% | 2026-Q1 |
| Invesco Ltd. trimmed | 203,333 | $23M | 0.3% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 193,663 | $22M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 190,703 | $22M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 190,866 | $21M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 186,932 | $21M | 0.3% | 2026-Q1 |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 178,464 | $20M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 170,674 | $19M | 0.2% | 2026-Q1 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $19M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 160,691 | $18M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 159,825 | $18M | 0.2% | 2026-Q1 |
| EMERALD MUTUAL FUND ADVISERS TRUST | 158,617 | $18M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 151,351 | $17M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 150,220 | $17M | 0.2% | 2026-Q1 |
| Gator Capital Management, LLC added | 145,380 | $16M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 138,296 | $16M | 0.2% | 2026-Q1 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 133,550 | $15M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 132,821 | $15M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 132,428 | $15M | 0.2% | 2026-Q1 |
| Ceredex Value Advisors LLC trimmed | 131,575 | $15M | 0.2% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 116,376 | $13M | 0.2% | 2026-Q1 |
| Creative Planning added | 105,549 | $12M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 104,223 | $12M | 0.1% | 2026-Q1 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 97,269 | $11M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 97,244 | $11M | 0.1% | 2026-Q1 |
| STRS OHIO trimmed | 96,000 | $11M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 87,536 | $10M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 87,178 | $10M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 80,632 | $9M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 80,603 | $9M | 0.1% | 2026-Q1 |
| THIRD AVENUE MANAGEMENT LLC | 78,245 | $9M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 77,151 | $9M | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 76,213 | $9M | 0.1% | 2026-Q1 |
| FIL Ltd added | 76,177 | $9M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 73,403 | $8M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 72,915 | $8M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 70,394 | $8M | 0.1% | 2026-Q1 |
| Jain Global LLC new | 69,756 | $8M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 69,343 | $8M | 0.1% | 2026-Q1 |
| Edgestream Partners, L.P. added | 65,640 | $7M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 64,595 | $7M | 0.1% | 2026-Q1 |
| Karl Kapital LLC added | 62,314 | $7M | 0.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 61,835 | $7M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 61,547 | $7M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 7,560,872 | $870M | 10.5% | 2025-Q4 stale |
| Zurich Insurance Group Ltd/FI trimmed | 182,803 | $22M | 0.3% | 2025-Q3 stale |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 115,120 | $13M | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. added | 108,116 | $11M | 0.1% | 2025-Q1 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 97,196 | $10M | 0.1% | 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.
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.