UMB Financial Ownership | Who Owns UMB Financial?

Overview Forecast RevenueFinancials Chart Transcripts

UMB Financial Ownership Summary

UMB Financial is owned by 75.86% institutional investors, 5.39% insiders, and 18.74% 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 3.03% of its assets in UMB Financial shares.

UMBF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UMB Financial	75.86%	5.39%	18.74%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Regional Banks Stocks	31.54%	12.70%	55.76%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	5.97M	12.27%	$498.29M
Blackrock funding, inc. /de	9.12M	12.01%	$1.05B
Vanguard group	7.68M	10.12%	$884.06M
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	2.85M	3.76%	$328.44M
Fmr	2.25M	2.96%	$266.00M
Geode capital management	1.91M	2.51%	$219.53M
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	6.21%	$19.61M
Stieven capital advisors	229.59K	4.90%	$26.41M
Global alpha capital management	632.22K	4.44%	$72.73M
Neumeier poma investment counsel	336.71K	3.20%	$38.74M
Gator capital management	136.13K	3.17%	$15.66M
Elizabeth park capital advisors	30.50K	2.92%	$3.61M
Angel oak capital advisors	13.60K	2.27%	$1.56M
Petiole usa	24.12K	1.97%	$2.85M
Third avenue management	78.25K	1.64%	$9.00M

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	3.10M	0.06%	751.52K
Norges bank	746.57K	0.01%	746.57K
Neuberger berman group	1.83M	0.16%	451.54K
Nfj investment group	357.72K	1.45%	331.68K
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
Azora capital lp	-	-	-179.65K
Exoduspoint capital management, lp	-	-	-178.00K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	746.57K	0.01%	746.57K	$85.89M
T. rowe price investment management	188.30K	0.01%	188.30K	$22.29M
Fj capital management	26.55K	0.34%	26.55K	$3.14M
1832 asset management	26.40K	0.00%	26.40K	$3.12M
First national bank of omaha	18.23K	0.14%	18.23K	$2.16M

Sold Out

Holder	Change
Clear point advisors	-1.00
Amundi	-4.00
American capital advisory	-4.00
Claris advisors, llc / mo /	-4.00
Twin peaks wealth advisors	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	328	1.55%	47,495,991	-4.77%	97	0.93%	175	10.06%	106	-4.50%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.31M	3.03%	912.39K
Vanguard Total Stock Mkt Idx Inv	2.16M	2.84%	4.01K
iShares Russell 2000 ETF	1.77M	2.32%	333.20K
Vanguard Small Cap Index	1.55M	2.04%	-261.00
Vanguard US Total Market Shares ETF	1.30M	1.79%	69.88K
Vanguard Explorer Inv	1.22M	1.60%	-25.32K
Neuberger Genesis Inv	1.02M	1.35%	-94.54K
Allspring Special Small Cap Value A	998.90K	1.31%	-105.30K
Vanguard Small Cap Value Index Inv	994.18K	1.31%	-7.58K
Neuberger Berman Genesis Inv	854.53K	1.13%	351.18K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 02, 2026	GRAVES GREG M	-	Buy	$28.13K
Feb 02, 2026	Peterman Tamara	-	Buy	$19.69K
Feb 02, 2026	KEMPER J MARINER	Chairman and CEO	Sell	$1.02M
Feb 02, 2026	KEMPER J MARINER	Chairman and CEO	Sell	$935.56K
Feb 02, 2026	KEMPER J MARINER	Chairman and CEO	Sell	$451.70K

Insider Transactions Trends

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

UMBF Ownership FAQ

Who Owns UMB Financial?

UMB Financial shareholders are primarily institutional investors at 75.86%, followed by 5.39% insiders and 18.75% retail investors. The average institutional ownership in UMB Financial's industry, Regional Banks Stocks, is 31.54%, 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 (9.12M shares, 12.01%), and Vanguard group (7.68M shares, 10.12%). Together, they hold 34.40% 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 7.52% of its assets in 4.32M UMB Financial shares, valued at 510.79M$.

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 3.03% of its total shares outstanding invested in 2.31M 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