UMB Financial Ownership | Who Owns UMB Financial?

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UMB Financial Ownership Summary

UMB Financial is owned by 34.74% institutional investors, 5.31% insiders, and 59.95% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.31% of UMBF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.17% of its assets in UMB Financial shares.

UMBF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UMB Financial	34.74%	5.31%	59.95%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	9.34M	12.31%	$1.05B
Blackrock	5.97M	12.27%	$498.29M
Vanguard group	7.68M	10.12%	$884.06M
Umb bank, n.a.	4.72M	6.22%	$532.77M
State street	3.98M	5.24%	$450.85M
Dimensional fund advisors lp	2.91M	3.83%	$328.20M
Wellington management group llp	2.71M	3.57%	$305.34M
Fmr	2.42M	3.19%	$273.23M
Geode capital management	1.95M	2.57%	$219.69M
Neuberger berman group	1.70M	2.24%	$191.70M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Umb bank, n.a.	4.72M	7.44%	$532.77M
Powszechne towarzystwo emerytalne allianz polska	170.44K	7.18%	$19.22M
Stieven capital advisors	228.79K	5.51%	$25.81M
Global alpha capital management	658.98K	4.47%	$74.33M
Neumeier poma investment counsel	403.91K	3.75%	$45.56M
Petiole usa	42.62K	3.36%	$4.81M
Gator capital management	145.38K	3.35%	$16.40M
Elizabeth park capital advisors	22.00K	1.91%	$2.48M
Angel oak capital advisors	13.60K	1.70%	$1.53M
Bullseye asset management	25.00K	1.63%	$2.82M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	746.57K	0.01%	746.57K
Vanguard fiduciary trust	463.14K	0.01%	463.14K
Vaughan nelson investment management	294.88K	0.33%	294.88K
Bessemer group	281.24K	0.05%	280.79K
Blackrock funding, inc. /de	9.34M	0.02%	228.11K

Top Sellers

Holder	Shares	% Assets	Change
Balyasny asset management	5.12K	0.00%	-416.94K
Allspring global investments	1.36M	0.26%	-292.90K
Alliancebernstein	1.22M	0.05%	-222.90K
Adage capital partners gp	160.69K	0.03%	-219.52K
Fmr	2.42M	0.01%	-213.07K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	746.57K	0.01%	746.57K	$85.89M
Vanguard fiduciary trust	463.14K	0.01%	463.14K	$52.24M
Vaughan nelson investment management	294.88K	0.33%	294.88K	$33.26M
Vanguard asset management	70.39K	0.01%	70.39K	$7.94M
Jain global	69.76K	0.03%	69.76K	$7.87M

Sold Out

Holder	Change
Elyxium wealth	-1.00
Nemes rush group	-1.00
Clear point advisors	-1.00
Claris advisors, llc / mo /	-4.00
American capital advisory	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2025	3	-99.15%	576,826	-98.87%	-	0.01%	2	-98.94%	1	-99.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.41M	3.17%	-1.22K
Vanguard Total Stock Mkt Idx Inv	2.17M	2.86%	4.63K
iShares Russell 2000 ETF	1.71M	2.25%	14.43K
Vanguard Small Cap Index	1.58M	2.08%	-2.99K
Vanguard US Total Market Shares ETF	1.30M	1.79%	69.88K
Vanguard Explorer Inv	1.19M	1.56%	-31.45K
Vanguard Small Cap Value Index Inv	1.01M	1.33%	7.26K
Neuberger Genesis Inv	968.03K	1.27%	-56.25K
Neuberger Berman Genesis Inv	854.53K	1.13%	351.18K
Allspring Special Small Cap Value A	810.10K	1.07%	-42.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 09, 2026	Rine James D	President	Sell	$950.22K
Jun 09, 2026	Rine James D	President	Sell	$143.08K
Jun 10, 2026	Gallagher Kevin Charles	-	Sell	$50.63K
Jun 10, 2026	Wilson Uma	Executive Vice President	Sell	$122.67K
Feb 02, 2026	GRAVES GREG M	-	Buy	$28.13K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	-	4
2026 Q1	2	4
2025 Q4	2	4
2025 Q3	4	14
2025 Q2	-	5

UMBF Ownership FAQ

Who Owns UMB Financial?

UMB Financial shareholders are primarily institutional investors at 34.74%, followed by 5.31% insiders and 59.95% retail investors. The average institutional ownership in UMB Financial's industry, Regional Banks Stocks, is 38.44%, which UMB Financial falls below.

Who owns the most shares of UMB Financial?

UMB Financial’s largest shareholders are Blackrock funding, inc. /de (9.34M shares, 12.31%), Blackrock (5.97M shares, 12.27%), and Vanguard group (7.68M shares, 10.12%). Together, they hold 34.70% 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 7.44% of its assets in 4.72M UMB Financial shares, valued at 532.77M$.

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 3.17% of its total shares outstanding invested in 2.41M UMB Financial shares.

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