UMB Financial Ownership | Who Owns UMB Financial?

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UMB Financial Ownership Summary

UMB Financial is owned by 0.89% institutional investors, 5.41% insiders, and 93.70% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.41% of UMBF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 2.91% of its assets in UMB Financial shares.

UMBF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UMB Financial	0.89%	5.41%	93.70%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.06%	12.02%	49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	6.05M	12.41%	$682.94M
Blackrock	5.97M	12.27%	$498.29M
Vanguard group	4.76M	9.76%	$537.49M
Umb bank, n.a.	4.41M	9.04%	$497.58M
State street	2.83M	5.81%	$237.08M
Wellington management group llp	2.02M	4.14%	$228.12M
American century companies	1.91M	3.91%	$215.27M
Allspring global investments	1.74M	3.56%	$194.38M
Dimensional fund advisors lp	1.52M	3.11%	$170.99M
Victory capital management	1.45M	2.97%	$163.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Umb bank, n.a.	4.41M	7.87%	$497.58M
Gator capital management	100.47K	4.27%	$11.34M
Global alpha capital management	422.02K	3.46%	$47.63M
Neumeier poma investment counsel	313.12K	3.43%	$35.34M
Third avenue management	102.80K	2.24%	$11.60M
Tributary capital management	199.65K	1.74%	$22.53M
Maltese capital management	74.80K	1.29%	$8.44M
Systematic financial management lp	325.24K	0.93%	$36.71M
Paragon capital management	13.26K	0.80%	$1.50M
Basswood capital management	121.79K	0.80%	$13.74M

Top Buyers

Holder	Shares	% Assets	Change
Neuberger berman group	449.99K	0.04%	446.45K
Goldman sachs group	1.01M	0.02%	431.44K
Adage capital partners gp	301.71K	0.06%	225.91K
Point72 asset management	176.63K	0.04%	175.83K
Bank of america corp /de/	444.73K	0.00%	147.16K

Top Sellers

Holder	Shares	% Assets	Change
Millennium management	485.75K	0.03%	-291.56K
Umb bank, n.a.	4.41M	7.87%	-290.78K
Azora capital lp	-	-	-179.65K
Victory capital management	1.45M	0.16%	-179.37K
Fmr	790.53K	0.01%	-159.16K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	140.31K	0.00%	140.31K	$15.84M
Raymond james financial	100.63K	0.00%	100.63K	$11.36M
Verition fund management	32.47K	0.01%	32.47K	$3.67M
Knights of columbus asset advisors	20.26K	0.15%	20.26K	$2.29M
Dynamic technology lab private	19.40K	0.35%	19.40K	$2.19M

Sold Out

Holder	Change
Clear point advisors	-1.00
Ifp advisors	-3.00
Claris advisors, llc / mo /	-4.00
Fortitude family office	-6.00
Continuum advisory	-6.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Jun 30, 2024	292	7.35%	49,133,761	17.02%	100	1.36%	168	41.18%	81	-15.63%
Mar 31, 2024	272	4.62%	41,985,815	-1.84%	86	1.11%	119	-11.85%	96	12.94%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.21M	2.91%	1.44K
Vanguard Total Stock Mkt Idx Inv	2.09M	2.75%	33.92K
iShares Russell 2000 ETF	1.76M	2.32%	864.00
Vanguard Small Cap Index	1.64M	2.16%	10.13K
Allspring Special Small Cap Value A	1.42M	1.87%	2.80K
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
Vanguard Small Cap Value Index Inv	1.06M	1.40%	3.36K
Vanguard Institutional Extnd Mkt Idx Tr	1.05M	1.39%	9.29K
American Century Small Cap Value Inv	855.00K	1.18%	5.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jun 02, 2025	KEMPER J MARINER	Chairman and CEO	Sell	$147.87K
Jun 02, 2025	KEMPER J MARINER	Chairman and CEO	Sell	$403.13K
May 13, 2025	Wilson Uma	Executive Vice President	Sell	$2.48K
May 13, 2025	Wilson Uma	Executive Vice President	Sell	$12.73K
May 13, 2025	Wilson Uma	Executive Vice President	Sell	$6.38K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	5
2025 Q1	2	5
2024 Q4	-	4
2024 Q3	2	311
2024 Q2	-	171

UMBF Ownership FAQ

Who Owns UMB Financial?

UMB Financial shareholders are primarily institutional investors at 0.89%, followed by 5.41% insiders and 93.70% retail investors. The average institutional ownership in UMB Financial's industry, Regional Banks Stocks, is 38.06%, which UMB Financial falls below.

Who owns the most shares of UMB Financial?

UMB Financial’s largest shareholders are Blackrock funding, inc. /de (6.05M shares, 12.41%), Blackrock (5.97M shares, 12.27%), and Vanguard group (4.76M shares, 9.76%). Together, they hold 34.45% 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 7.87% of its assets in 4.41M UMB Financial shares, valued at 497.58M$.

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 2.91% of its total shares outstanding invested in 2.21M UMB Financial shares.

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