UMB Financial Ownership | Who Owns UMB Financial?
UMB Financial Ownership Summary
UMB Financial is owned by 90.46% institutional investors, 5.39% insiders, and 4.15% 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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UMB Financial | 90.46% | 5.39% | 4.15% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 5.97M | 12.27% | $498.29M |
| Blackrock funding, inc. /de | 9.04M | 11.90% | $1.07B |
| Vanguard group | 7.77M | 10.23% | $919.44M |
| Umb bank, n.a. | 4.32M | 5.68% | $510.79M |
| State street | 4.23M | 5.58% | $502.74M |
| Wellington management group llp | 3.10M | 4.08% | $366.74M |
| Dimensional fund advisors lp | 2.83M | 3.73% | $335.26M |
| Fmr | 2.25M | 2.96% | $266.00M |
| Geode capital management | 1.87M | 2.47% | $221.92M |
| Neuberger berman group | 1.83M | 2.41% | $216.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Umb bank, n.a. | 4.32M | 7.52% | $510.79M |
| Powszechne towarzystwo emerytalne allianz polska | 170.44K | 7.10% | $20.17M |
| Stieven capital advisors | 230.09K | 5.13% | $27.23M |
| Global alpha capital management | 643.84K | 4.36% | $76.20B |
| Neumeier poma investment counsel | 338.05K | 3.27% | $40.01M |
| Gator capital management | 101.65K | 3.05% | $12.03M |
| Elizabeth park capital advisors | 30.50K | 2.92% | $3.61M |
| Third avenue management | 97.52K | 2.17% | $11.54M |
| Petiole usa | 24.12K | 1.97% | $2.85M |
| Tributary capital management | 277.75K | 1.56% | $32.87M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 3.10M | 0.06% | 751.52K |
| Neuberger berman group | 1.83M | 0.16% | 451.54K |
| Nfj investment group | 357.72K | 1.45% | 331.68K |
| William blair investment management | 249.13K | 0.08% | 249.13K |
| Freestone grove partners lp | 247.56K | 0.22% | 247.56K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 1.59M | 0.10% | -390.69K |
| Millennium management | 485.75K | 0.03% | -291.56K |
| Invesco | 259.55K | 0.00% | -227.69K |
| Allspring global investments | 1.76M | 0.33% | -220.53K |
| Azora capital lp | - | - | -179.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| William blair investment management | 249.13K | 0.08% | 249.13K | $29.48M |
| T. rowe price investment management | 188.30K | 0.01% | 188.30K | $22.29M |
| Wcm investment management | 183.80K | 0.05% | 183.80K | $21.78M |
| Norges bank | 140.31K | 0.00% | 140.31K | $15.84M |
| B. metzler seel. sohn | 27.18K | 0.03% | 27.18K | $3.22B |
Sold Out
| Holder | Change |
|---|---|
| Clear point advisors | -1.00 |
| Ifp advisors | -3.00 |
| Twin peaks wealth advisors | -4.00 |
| American capital advisory | -4.00 |
| Claris advisors, llc / mo / | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 328 | 1.55% | 47,495,991 | -4.77% | 97 | 0.93% | 175 | 10.06% | 106 | -4.50% |
| Sep 30, 2024 | 322 | 9.52% | 49,819,255 | 1.39% | 102 | 1.00% | 159 | -6.47% | 110 | 35.80% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2.32M | 3.06% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.16M | 2.84% | -45.75K |
| iShares Russell 2000 ETF | 1.76M | 2.32% | - |
| Vanguard Small Cap Index | 1.66M | 2.18% | -10.98K |
| Vanguard US Total Market Shares ETF | 1.30M | 1.79% | 69.88K |
| Victory Small Cap Value CIT (Net 75) | 855.00K | 1.75% | -105.00K |
| Allspring Special Small Cap Value A | 1.22M | 1.61% | -107.60K |
| Vanguard Small Cap Value Index Inv | 1.07M | 1.41% | 1.76K |
| American Century U.S. Small Cap Value | 860.00K | 1.13% | 5.00K |
| American Century Small Cap Value Inv | 860.00K | 1.13% | 5.00K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 08, 2025 | KEMPER J MARINER | Chairman and CEO | Sell | $1.76M |
| Nov 10, 2025 | Gallagher Kevin Charles | - | Sell | $50.93K |
| Nov 03, 2025 | Peterman Tamara | - | Buy | $19.69K |
| Nov 03, 2025 | GRAVES GREG M | - | Buy | $28.13K |
| Nov 04, 2025 | Newton Nikki Farentino | President, Private Wealth Mgmt | Sell | $137.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 2 | 3 |
| 2025 Q3 | 4 | 14 |
| 2025 Q2 | - | 5 |
| 2025 Q1 | 2 | 5 |
| 2024 Q4 | - | 4 |
UMBF Ownership FAQ
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