UMB Financial Ownership | Who Owns UMB Financial?

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UMB Financial Ownership Summary

UMB Financial is owned by 97.00% institutional investors, 5.30% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 13.43% of UMBF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.23% of its assets in UMB Financial shares.

UMBF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UMB Financial	97.00%	5.30%	-2.30%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Regional Banks Stocks	56.79%	12.57%	30.64%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	10.22M	13.43%	$1.46B
Blackrock	5.97M	12.27%	$498.29M
Vanguard group	7.68M	10.12%	$884.06M
Umb bank, n.a.	4.67M	6.14%	$667.40M
State street	4.13M	5.43%	$591.79M
Vanguard capital management	3.13M	4.11%	$446.89M
Dimensional fund advisors lp	3.03M	3.98%	$432.68M
Fmr	2.67M	3.51%	$381.41M
Geode capital management	2.06M	2.71%	$294.83M
Wellington management group llp	1.69M	2.22%	$240.87M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Umb bank, n.a.	4.67M	8.45%	$667.40M
Powszechne towarzystwo emerytalne allianz polska	170.44K	8.21%	$24.33M
Global alpha capital management	690.33K	5.90%	$98.55M
Stieven capital advisors	204.06K	5.56%	$29.13M
Petiole usa	42.62K	4.37%	$6.08M
Neumeier poma investment counsel	410.80K	4.01%	$58.65M
Gator capital management	129.45K	3.88%	$18.48M
Angel oak capital advisors	13.60K	2.45%	$1.94M
Fj capital management	127.49K	2.36%	$18.20M
Elizabeth park capital advisors	22.00K	2.17%	$3.14M

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	964.63K	0.02%	964.63K
Blackrock funding, inc. /de	10.22M	0.02%	871.18K
Norges bank	705.32K	0.01%	705.32K
Junto capital management lp	412.75K	1.03%	412.75K
Goldman sachs group	1.24M	0.02%	345.69K

Top Sellers

Holder	Shares	% Assets	Change
Wellington management group llp	1.69M	0.04%	-1.02M
American century companies	1.05M	0.07%	-299.92K
Allspring global investments	1.15M	0.26%	-211.22K
Bessemer group	77.98K	0.02%	-203.26K
Adage capital partners gp	-	-	-160.69K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	964.63K	0.02%	964.63K	$137.71M
Norges bank	705.32K	0.01%	705.32K	$100.69M
Junto capital management lp	412.75K	1.03%	412.75K	$58.92M
Azora capital lp	274.87K	1.65%	274.87K	$39.24M
Arrowstreet capital, limited partnership	254.21K	0.02%	254.21K	$36.29M

Sold Out

Holder	Change
Elyxium wealth	-1.00
Clear point advisors	-1.00
Nemes rush group	-1.00
Curio wealth	-2.00
American capital advisory	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	483	6.39%	73,798,172	5.66%	97	1.15%	261	12.50%	141	-6.00%
Mar 31, 2026	260	-36.59%	26,376,828	-62.83%	34	0.40%	120	-31.82%	90	-43.04%
Dec 31, 2025	332	-17.82%	57,597,235	-16.68%	75	0.92%	130	-38.68%	135	14.41%
Sep 30, 2025	378	-7.13%	68,682,923	-0.19%	90	1.10%	195	-5.34%	113	-19.29%
Jun 30, 2025	405	-2.17%	68,682,755	3.74%	90	0.87%	205	-32.57%	139	87.84%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.45M	3.23%	75.00
Vanguard MStar Total Stk Mkt Idx Invest	2.18M	2.87%	5.04K
Vanguard Morn Total Stk Mkt Idx Investor	2.17M	2.86%	-3.84K
Vanguard Total Stock Mkt Idx Inv	2.17M	2.86%	-3.84K
iShares Russell 2000 ETF	1.89M	2.49%	-33.70K
Vanguard Small Cap Index	1.57M	2.07%	3.36K
Vanguard US Total Market Shares ETF	1.30M	1.79%	69.88K
Vanguard MStar Small Cap Value Index	998.47K	1.31%	3.04K
Vanguard Morn Small Cap Value Index	995.42K	1.31%	-20.40K
Vanguard Small Cap Value Index Inv	995.42K	1.31%	-20.40K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 01, 2026	Peterman Tamara	-	Buy	$55.01K
Sep 01, 2026	GRAVES GREG M	-	Buy	$80.01K
Aug 17, 2026	Terry Thomas S	Chief Credit Officer	Sell	$867.06K
Aug 17, 2026	Shankar Ram	Chief Financial Officer	Sell	$303.22K
Aug 06, 2026	Murphy Susan G	-	Sell	$69.19K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	2	13
2026 Q2	-	4
2026 Q1	2	4
2025 Q4	2	4
2025 Q3	4	14

UMBF Ownership FAQ

Who Owns UMB Financial?

UMB Financial shareholders are primarily institutional investors at 97.00%, followed by 5.30% insiders and -2.30% retail investors. The average institutional ownership in UMB Financial's industry, Regional Banks Stocks, is 56.79%, which UMB Financial exceeds.

Who owns the most shares of UMB Financial?

UMB Financial’s largest shareholders are Blackrock funding, inc. /de (10.22M shares, 13.43%), Blackrock (5.97M shares, 12.27%), and Vanguard group (7.68M shares, 10.12%). Together, they hold 35.82% of UMB Financial’s total shares outstanding.

Does Blackrock own UMB Financial?

Yes, BlackRock owns 12.27% of UMB Financial, totaling 5.97M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 498.29M$. In the last quarter, BlackRock increased its holdings by 94.06K shares, a 1.60% change.

Who is UMB Financial’s biggest shareholder by percentage of total assets invested?

Umb bank, n.a is UMB Financial’s biggest shareholder by percentage of total assets invested, with 8.45% of its assets in 4.67M UMB Financial shares, valued at 667.4M$.

Who is the top mutual fund holder of UMB Financial shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of UMB Financial shares, with 3.23% of its total shares outstanding invested in 2.45M UMB Financial shares.

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