​

UMB Financial Ownership | Who Owns UMB Financial?

OverviewForecastRevenueFinancialsChartTranscripts

UMB Financial Ownership Summary

UMB Financial is owned by 90.46% institutional investors, 5.40% insiders, and 4.13% retail investors. Blackrock is the largest institutional shareholder, holding 12.27% of UMBF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.06% of its assets in UMB Financial shares.

UMBF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUMB Financial90.46%5.40%4.13%
SectorFinancial Services Stocks 51.64%15.54%32.82%
IndustryRegional Banks Stocks53.95%12.38%33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock5.97M12.27%$498.29M
Blackrock funding, inc. /de9.08M11.96%$955.25M
Vanguard group4.76M9.76%$537.49M
State street2.83M5.81%$237.08M
Umb bank, n.a.4.35M5.73%$457.78M
Wellington management group llp2.02M4.14%$228.12M
Allspring global investments1.74M3.56%$194.38M
Dimensional fund advisors lp1.52M3.11%$170.99M
Victory capital management1.45M2.97%$163.44M
American century companies1.99M2.61%$208.75M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Umb bank, n.a.4.35M7.13%$457.78M
Stieven capital advisors226.79K4.65%$23.85M
Global alpha capital management644.64K4.23%$67.79M
Gator capital management101.17K3.29%$10.64M
Neumeier poma investment counsel306.76K3.00%$32.26M
Elizabeth park capital advisors29.30K2.76%$3.08M
Third avenue management102.76K2.23%$10.81M
Angel oak capital advisors13.60K2.02%$1.43M
Roubaix capital39.19K1.98%$4.12M
Petiole usa24.12K1.79%$2.54M

Top Buyers

HolderShares% AssetsChange
Neuberger berman group449.99K0.04%446.45K
Goldman sachs group1.01M0.02%431.44K
Blackrock funding, inc. /de9.08M0.02%252.58K
Exoduspoint capital management, lp178.00K0.16%148.95K
Bank of america corp /de/444.73K0.00%147.16K

Top Sellers

HolderShares% AssetsChange
Freestone grove partners lp---749.51K
Zurich insurance group ltd/fi---464.70K
Millennium management485.75K0.03%-291.56K
Holocene advisors, lp42.43K0.01%-189.96K
Azora capital lp---179.65K

New Positions

HolderShares% AssetsChangeValue
Norges bank140.31K0.00%140.31K$15.84M
Roubaix capital39.19K1.98%39.19K$4.12M
Magnetar financial29.93K0.02%29.93K$3.15M
Gamco investors, inc. et al18.71K0.02%18.71K$1.97M
Isam funds (uk)16.85K0.39%16.85K$1.77M

Sold Out

HolderChange
Clear point advisors-1.00
Ifp advisors-3.00
Claris advisors, llc / mo /-4.00
American capital advisory-4.00
Amundi-4.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2025405-2.17%68,682,7553.74%900.87%205-32.57%13987.84%
Mar 31, 20253-99.15%576,826-98.87%-0.01%2-98.94%1-99.11%
Dec 31, 20243281.55%47,495,991-4.77%970.93%17510.06%106-4.50%
Sep 30, 20243229.52%49,819,2551.39%1021.00%159-6.47%11035.80%
Jun 30, 20242927.35%49,133,76117.02%1001.36%16841.18%81-15.63%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF2.33M3.06%-4.18K
Vanguard Total Stock Mkt Idx Inv2.16M2.84%-45.75K
iShares Russell 2000 ETF1.72M2.27%-32.66K
Vanguard Small Cap Index1.66M2.18%-10.98K
Vanguard US Total Market Shares ETF1.30M1.79%69.88K
Allspring Special Small Cap Value A1.33M1.75%-73.30K
Victory Small Cap Value CIT (Net 75)855.00K1.75%-105.00K
Vanguard Small Cap Value Index Inv1.07M1.41%1.76K
American Century Small Cap Value Inv860.00K1.13%5.00K
American Century U.S. Small Cap Value860.00K1.13%5.00K

Recent Insider Transactions

DateNameRoleActivityValue
Sep 09, 2025Wilson Uma Executive Vice PresidentSell$34.72K
Sep 09, 2025KEMPER J MARINER Chairman and CEOSell$12.49K
Sep 10, 2025KEMPER J MARINER Chairman and CEOSell$98.12K
Sep 09, 2025KEMPER J MARINER Chairman and CEOSell$426.26K
Sep 10, 2025KEMPER J MARINER Chairman and CEOSell$12.26K

Insider Transactions Trends

DateBuySell
2025 Q3414
2025 Q2-5
2025 Q125
2024 Q4-4
2024 Q32311

UMBF Ownership FAQ

Who Owns UMB Financial?

UMB Financial shareholders are primarily institutional investors at 90.46%, followed by 5.40% insiders and 4.14% retail investors. The average institutional ownership in UMB Financial's industry, Regional Banks Stocks, is 53.95%, which UMB Financial exceeds.

Who owns the most shares of UMB Financial?

UMB Financial’s largest shareholders are Blackrock (5.97M shares, 12.27%), Blackrock funding, inc. /de (9.08M shares, 11.96%), and Vanguard group (4.76M shares, 9.76%). Together, they hold 34.00% 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 7.13% of its assets in 4.35M UMB Financial shares, valued at 457.78M$.

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 3.06% of its total shares outstanding invested in 2.33M UMB Financial shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools