Also trades as: UMBFO (NASDAQ) · $vol 0M
UMBF Institutional Ownership
UMB Financial Corporation
1W: -3.6%
1M: -7.4%
3M: -9.3%
YTD: +12.4%
1Y: +11.1%
3Y: +122.6%
5Y: +47.4%
$130.94
+1.15 (+0.89%)
Weekly Expected Move ±2.1%
$125
$128
$131
$134
$136
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Institutional Ownership — UMBF
535
Institutional Holders
+54 vs prior quarter
0.0%
Ownership
+0.00pp
$10B
Total Invested
86
New Positions
175
Increased
193
Reduced
48
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (566 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10,215,651 | $1.3B | +871,184 | +9.3% | 8Q | SEC ↗ |
| 2 | UMB Bank, n.a. | 4,674,963 | $$612M | -48,610 | -1.0% | 110Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4,213,123 | $$552M | +76,903 | +1.9% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 4,133,285 | $$541M | +151,684 | +3.8% | 46Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3,130,338 | $$410M | +29,045 | +0.9% | 2Q | SEC ↗ |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3,030,849 | $$397M | +120,917 | +4.2% | 102Q | SEC ↗ |
| 7 | FMR LLC | 2,671,666 | $$350M | +249,231 | +10.3% | 58Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2,064,907 | $$270M | +117,461 | +6.0% | 92Q | SEC ↗ |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 1,687,247 | $$221M | -1,019,877 | -37.7% | 24Q | SEC ↗ |
| 10 | NEUBERGER BERMAN GROUP LLC | 1,562,240 | $$205M | -137,399 | -8.1% | 8Q | SEC ↗ |
| 11 | ALLIANCEBERNSTEIN L.P. | 1,300,605 | $$170M | +80,627 | +6.6% | 63Q | SEC ↗ |
| 12 | EARNEST PARTNERS LLC | 1,242,430 | $$163M | -35,459 | -2.8% | 6Q | SEC ↗ |
| 13 | GOLDMAN SACHS GROUP INC | 1,241,789 | $$163M | +345,685 | +38.6% | 15Q | SEC ↗ |
| 14 | Allspring Global Investments Holdings, | 1,145,958 | $$150M | -211,219 | -15.6% | 19Q | SEC ↗ |
| 15 | AMERICAN CENTURY COMPANIES INC | 1,045,921 | $$137M | -299,923 | -22.3% | 15Q | SEC ↗ |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 964,626 | $$126M | -2,118 | -0.2% | 15Q | SEC ↗ |
| 17 | Sixth Street Partners Management Compa NEW | 964,626 | $$126M | — | +0.0% | 1Q | SEC ↗ |
| 18 | CITADEL ADVISORS LLC | 943,290 | $$124M | -125,292 | -11.7% | 15Q | SEC ↗ |
| 19 | MORGAN STANLEY | 939,019 | $$123M | -67,899 | -6.7% | 60Q | SEC ↗ |
| 20 | NORTHERN TRUST CORP | 926,889 | $$121M | +46,544 | +5.3% | 110Q | SEC ↗ |
| 21 | FIRST TRUST ADVISORS LP | 914,990 | $$120M | +15,590 | +1.7% | 63Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 904,683 | $$118M | +209,407 | +30.1% | 15Q | SEC ↗ |
| 23 | VICTORY CAPITAL MANAGEMENT INC | 900,418 | $$118M | -78,634 | -8.0% | 45Q | SEC ↗ |
| 24 | Nuveen, LLC | 763,660 | $$100M | +107,626 | +16.4% | 6Q | SEC ↗ |
| 25 | NORGES BANK NEW | 705,322 | $$92M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Clearbridge Investments, LLC | 699,624 | $$92M | +50,053 | +7.7% | 5Q | SEC ↗ |
| 27 | PRINCIPAL FINANCIAL GROUP INC | 694,836 | $$91M | -18,023 | -2.5% | 75Q | SEC ↗ |
| 28 | Global Alpha Capital Management Ltd. | 690,325 | $$90M | +31,343 | +4.8% | 45Q | SEC ↗ |
| 29 | GW&K Investment Management, LLC | 672,465 | $$88M | -28,722 | -4.1% | 11Q | SEC ↗ |
| 30 | PRICE T ROWE ASSOCIATES INC /MD | 583,289 | $$76M | -24,025 | -4.0% | 16Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 549,240 | $$72M | -3,477 | -0.6% | 76Q | SEC ↗ |
| 32 | JOHNSON INVESTMENT COUNSEL INC | 500,732 | $$66M | +17,783 | +3.7% | 8Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 475,634 | $$62M | +12,492 | +2.7% | 2Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 428,347 | $$56M | -18,046 | -4.0% | 32Q | SEC ↗ |
| 35 | Junto Capital Management LP NEW | 412,747 | $$54M | — | +0.0% | 1Q | SEC ↗ |
| 36 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 410,797 | $$54M | +6,890 | +1.7% | 10Q | SEC ↗ |
| 37 | SCHRODER INVESTMENT MANAGEMENT GROUP | 401,467 | $$53M | +79,557 | +24.7% | 6Q | SEC ↗ |
| 38 | CONGRESS ASSET MANAGEMENT CO | 396,647 | $$52M | +245,296 | +162.1% | 28Q | SEC ↗ |
| 39 | VAUGHAN NELSON INVESTMENT MANAGEMENT, | 364,287 | $$48M | +69,407 | +23.5% | 2Q | SEC ↗ |
| 40 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 353,035 | $$46M | +13,333 | +3.9% | 40Q | SEC ↗ |
| 41 | EMERALD ADVISERS, LLC | 345,687 | $$45M | +78,249 | +29.3% | 8Q | SEC ↗ |
| 42 | FRANKLIN RESOURCES INC | 340,610 | $$45M | +26,465 | +8.4% | 13Q | SEC ↗ |
| 43 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 339,475 | $$44M | -6,970 | -2.0% | 9Q | SEC ↗ |
| 44 | NFJ INVESTMENT GROUP, LLC | 329,404 | $$43M | +3,440 | +1.1% | 13Q | SEC ↗ |
| 45 | RAYMOND JAMES FINANCIAL INC | 324,438 | $$42M | +39,128 | +13.7% | 7Q | SEC ↗ |
| 46 | JPMORGAN CHASE & CO | 306,503 | $$40M | -4,380 | -1.4% | 88Q | SEC ↗ |
| 47 | AQR CAPITAL MANAGEMENT LLC | 295,887 | $$39M | +103,226 | +53.6% | 27Q | SEC ↗ |
| 48 | Azora Capital LP NEW | 274,871 | $$36M | — | +0.0% | 1Q | SEC ↗ |
| 49 | T. Rowe Price Investment Management, I | 274,275 | $$36M | -2,779 | -1.0% | 4Q | SEC ↗ |
| 50 | Holocene Advisors, LP | 262,423 | $$34M | +216,413 | +470.4% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 964,626 | $$126M |
| NORGES BANK | 705,322 | $$92M |
| Junto Capital Management LP | 412,747 | $$54M |
| Azora Capital LP | 274,871 | $$36M |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 254,210 | $$33M |
| Jupiter Topco LLC | 238,162 | $$31M |
| Aristotle Capital Boston, LLC | 181,329 | $$24M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 144,257 | $$19M |
| SummitTX Capital, L.P. | 73,008 | $$10M |
| Swedbank AB | 52,000 | $$7M |
| PALISADE CAPITAL MANAGEMENT, LP | 47,614 | $$6M |
| Channing Capital Management, LLC | 44,027 | $$6M |
| NOMURA ASSET MANAGEMENT INTERNATION | 35,355 | $$5M |
| ZACKS INVESTMENT MANAGEMENT | 26,350 | $$3M |
| Moody Aldrich Partners LLC | 23,298 | $$3M |
| Curated Wealth Partners LLC | 20,735 | $$3M |
| New Age Alpha Advisors, LLC | 15,174 | $$2M |
| Diversify Advisory Services, LLC | 14,149 | $$2M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 14,149 | $$2M |
| Vestmark Advisory Solutions, Inc. | 12,925 | $$2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 160,691 | $$21M |
| Jain Global LLC | 69,756 | $$9M |
| Edgestream Partners, L.P. | 65,640 | $$9M |
| Campbell & CO Investment Adviser LL | 60,770 | $$8M |
| RENAISSANCE TECHNOLOGIES LLC | 59,170 | $$8M |
| Point72 Asset Management, L.P. | 45,497 | $$6M |
| Verition Fund Management LLC | 34,391 | $$5M |
| ExodusPoint Capital Management, LP | 33,763 | $$4M |
| OP Asset Management Ltd | 31,830 | $$4M |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS | 28,567 | $$4M |
| NATIXIS | 27,900 | $$4M |
| Bullseye Asset Management LLC | 25,000 | $$3M |
| D. E. Shaw & Co., Inc. | 24,554 | $$3M |
| Susquehanna Portfolio Strategies, L | 22,932 | $$3M |
| BOOTHBAY FUND MANAGEMENT, LLC | 20,087 | $$3M |
| Fieldview Capital Management, LLC | 19,692 | $$3M |
| Y-Intercept (Hong Kong) Ltd | 16,857 | $$2M |
| GAMCO INVESTORS, INC. ET AL | 13,866 | $$2M |
| HRT FINANCIAL LP | 10,662 | $$1M |
| Fourthstone LLC | 10,500 | $$1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +871,184 | +9.3% | 10,215,651 |
| GOLDMAN SACHS GROUP INC | +345,685 | +38.6% | 1,241,789 |
| FMR LLC | +249,231 | +10.3% | 2,671,666 |
| CONGRESS ASSET MANAGEMENT CO | +245,296 | +162.1% | 396,647 |
| Holocene Advisors, LP | +216,413 | +470.4% | 262,423 |
| BANK OF AMERICA CORP /DE | +209,407 | +30.1% | 904,683 |
| STATE STREET CORP | +151,684 | +3.8% | 4,133,285 |
| Handelsbanken Fonder AB | +121,050 | +217.0% | 176,840 |
| DIMENSIONAL FUND ADVISORS LP | +120,917 | +4.2% | 3,030,849 |
| GEODE CAPITAL MANAGEMENT, LLC | +117,461 | +6.0% | 2,064,907 |
| Nuveen, LLC | +107,626 | +16.4% | 763,660 |
| AQR CAPITAL MANAGEMENT LLC | +103,226 | +53.6% | 295,887 |
| Interval Partners, LP | +100,809 | +670.0% | 115,855 |
| FEDERATED HERMES, INC. | +85,274 | +50.0% | 255,948 |
| FJ Capital Management LLC | +83,746 | +191.5% | 127,486 |
| ALLIANCEBERNSTEIN L.P. | +80,627 | +6.6% | 1,300,605 |
| SCHRODER INVESTMENT MANAGEMENT GROU | +79,557 | +24.7% | 401,467 |
| EMERALD ADVISERS, LLC | +78,249 | +29.3% | 345,687 |
| EMERALD MUTUAL FUND ADVISERS TRUST | +77,079 | +48.6% | 235,696 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +76,903 | +1.9% | 4,213,123 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | -1,019,877 | -37.7% | 1,687,247 |
| AMERICAN CENTURY COMPANIES INC | -299,923 | -22.3% | 1,045,921 |
| Allspring Global Investments Holdin | -211,219 | -15.6% | 1,145,958 |
| BESSEMER GROUP INC | -203,256 | -72.3% | 77,982 |
| NEUBERGER BERMAN GROUP LLC | -137,399 | -8.1% | 1,562,240 |
| CITADEL ADVISORS LLC | -125,292 | -11.7% | 943,290 |
| UBS Group AG | -84,335 | -28.8% | 208,492 |
| MILLENNIUM MANAGEMENT LLC | -83,985 | -52.5% | 75,840 |
| Qube Research & Technologies Ltd | -81,352 | -30.5% | 185,380 |
| VICTORY CAPITAL MANAGEMENT INC | -78,634 | -8.0% | 900,418 |
| Invesco Ltd. | -71,302 | -26.0% | 203,034 |
| MORGAN STANLEY | -67,899 | -6.7% | 939,019 |
| Squarepoint Ops LLC | -67,082 | -86.9% | 10,069 |
| BNP PARIBAS FINANCIAL MARKETS | -58,107 | -76.2% | 18,106 |
| JANE STREET GROUP, LLC | -55,381 | -90.0% | 6,166 |
| UMB Bank, n.a. | -48,610 | -1.0% | 4,674,963 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -46,730 | -86.5% | 7,284 |
| KING LUTHER CAPITAL MANAGEMENT CORP | -37,973 | -64.3% | 21,093 |
| EARNEST PARTNERS LLC | -35,459 | -2.8% | 1,242,430 |
| Ceredex Value Advisors LLC | -32,725 | -24.9% | 98,850 |