Who owns UMB Financial (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-Q2 13F filings (latest filed 2026-09-22). 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
The tracked-fund tape on UMBF is one-sided between 2026-Q1 and 2026-Q2: 196 added or opened and 64 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 456 tracked filers holding UMBF, 248 increased or opened the position and 213 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 29
- Junto Capital Management LP$59M
- Azora Capital LP$39M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$36M
- Jupiter Topco LLC$34M
- Aristotle Capital Boston, LLC$26M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$21M
Full exits 42
- GW&K Investment Management, LLC$79M
- BESSEMER GROUP INC$32M
- T. Rowe Price Investment Management, Inc.$31M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$18M
- NATIXIS ADVISORS, LLC$12M
- Jain Global LLC$8M
Largest adds
- BlackRock, Inc.$544M
- STATE STREET CORP$141M
- VANGUARD PORTFOLIO MANAGEMENT LLC$135M
- UMB Bank, n.a.$135M
- FMR LLC$114M
- DIMENSIONAL FUND ADVISORS LP$104M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$64M
- Squarepoint Ops LLC$7M
- MILLENNIUM MANAGEMENT LLC$7M
- JANE STREET GROUP, LLC$6M
- BNP PARIBAS FINANCIAL MARKETS$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 10,215,651 | $1.5B | 15.0% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 4,674,963 | $667M | 6.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,213,123 | $601M | 6.2% | 2026-Q2 |
| STATE STREET CORP added | 4,133,285 | $592M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,130,338 | $447M | 4.6% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,030,849 | $433M | 4.5% | 2026-Q2 |
| FMR LLC added | 2,671,666 | $381M | 3.9% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,064,907 | $295M | 3.0% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,687,247 | $241M | 2.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,562,240 | $223M | 2.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,300,605 | $147M | 1.5% | 2026-Q2 |
| EARNEST PARTNERS LLC trimmed | 1,242,430 | $177M | 1.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,241,789 | $177M | 1.8% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 1,145,958 | $167M | 1.7% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 1,045,921 | $149M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 964,626 | $138M | 1.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 943,290 | $135M | 1.4% | 2026-Q2 |
| MORGAN STANLEY trimmed | 939,019 | $134M | 1.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 926,889 | $132M | 1.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 914,990 | $131M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 904,683 | $129M | 1.3% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 900,418 | $129M | 1.3% | 2026-Q2 |
| Nuveen, LLC added | 763,660 | $109M | 1.1% | 2026-Q2 |
| NORGES BANK trimmed | 705,322 | $101M | 1.0% | 2026-Q2 |
| Clearbridge Investments, LLC added | 699,624 | $100M | 1.0% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 694,836 | $99M | 1.0% | 2026-Q2 |
| Global Alpha Capital Management Ltd. added | 690,325 | $99M | 1.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 583,289 | $83M | 0.9% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 549,240 | $78M | 0.8% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 500,732 | $71M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 475,634 | $68M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 428,347 | $61M | 0.6% | 2026-Q2 |
| Junto Capital Management LP new | 412,747 | $59M | 0.6% | 2026-Q2 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 410,797 | $59M | 0.6% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 401,467 | $57M | 0.6% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 396,647 | $57M | 0.6% | 2026-Q2 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 364,287 | $52M | 0.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 353,035 | $50M | 0.5% | 2026-Q2 |
| EMERALD ADVISERS, LLC added | 345,687 | $49M | 0.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 340,610 | $49M | 0.5% | 2026-Q2 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP trimmed | 339,475 | $48M | 0.5% | 2026-Q2 |
| NFJ INVESTMENT GROUP, LLC added | 329,404 | $47M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 324,438 | $46M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 306,503 | $44M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 295,887 | $42M | 0.4% | 2026-Q2 |
| Azora Capital LP added | 274,871 | $39M | 0.4% | 2026-Q2 |
| Holocene Advisors, LP added | 262,423 | $37M | 0.4% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 255,948 | $37M | 0.4% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP new | 254,210 | $36M | 0.4% | 2026-Q2 |
| Fisher Asset Management, LLC added | 243,154 | $35M | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 238,162 | $34M | 0.4% | 2026-Q2 |
| EMERALD MUTUAL FUND ADVISERS TRUST added | 235,696 | $34M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 234,405 | $33M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 226,487 | $32M | 0.3% | 2026-Q2 |
| ProShare Advisors LLC added | 225,860 | $32M | 0.3% | 2026-Q2 |
| UBS Group AG trimmed | 208,492 | $30M | 0.3% | 2026-Q2 |
| Stieven Capital Advisors, L.P. trimmed | 204,065 | $29M | 0.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 203,034 | $29M | 0.3% | 2026-Q2 |
| Boston Trust Walden Corp trimmed | 197,886 | $28M | 0.3% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 196,163 | $28M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 185,380 | $26M | 0.3% | 2026-Q2 |
| WCM INVESTMENT MANAGEMENT, LLC added | 182,176 | $26M | 0.3% | 2026-Q2 |
| Aristotle Capital Boston, LLC new | 181,329 | $26M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 179,559 | $26M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 171,663 | $25M | 0.3% | 2026-Q2 |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170,440 | $24M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 145,120 | $21M | 0.2% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 144,257 | $21M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 140,449 | $20M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 132,990 | $19M | 0.2% | 2026-Q2 |
| Creative Planning added | 130,213 | $19M | 0.2% | 2026-Q2 |
| Gator Capital Management, LLC trimmed | 129,450 | $18M | 0.2% | 2026-Q2 |
| FJ Capital Management LLC added | 127,486 | $18M | 0.2% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 117,726 | $17M | 0.2% | 2026-Q2 |
| Interval Partners, LP added | 115,855 | $17M | 0.2% | 2026-Q2 |
| STRS OHIO added | 115,700 | $17M | 0.2% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 111,071 | $16M | 0.2% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 105,762 | $15M | 0.2% | 2026-Q2 |
| Ceredex Value Advisors LLC trimmed | 98,850 | $14M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 95,737 | $14M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 92,967 | $13M | 0.1% | 2026-Q2 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC trimmed | 91,750 | $13M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 83,738 | $12M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 79,883 | $11M | 0.1% | 2026-Q2 |
| THIRD AVENUE MANAGEMENT LLC | 78,245 | $11M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 76,171 | $11M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 75,840 | $11M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 73,956 | $11M | 0.1% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 73,867 | $11M | 0.1% | 2026-Q2 |
| SummitTX Capital, L.P. new | 73,008 | $10M | 0.1% | 2026-Q2 |
| FIL Ltd trimmed | 72,575 | $10M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 70,272 | $10M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 68,730 | $10M | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 66,934 | $10M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 63,414 | $9M | 0.1% | 2026-Q2 |
| Vest Financial, LLC trimmed | 60,863 | $9M | 0.1% | 2026-Q2 |
| NICOLET BANKSHARES INC | 55,956 | $8M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 54,433 | $8M | 0.1% | 2026-Q2 |
| Karl Kapital LLC trimmed | 52,019 | $7M | 0.1% | 2026-Q2 |
| Swedbank AB new | 52,000 | $7M | 0.1% | 2026-Q2 |
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.