UMBF NASDAQ
UMB Financial Corporation
1W: +2.9%
1M: +6.7%
3M: +3.2%
YTD: +12.4%
1Y: +24.6%
3Y: +146.9%
5Y: +42.5%
$131.21
+0.26 (+0.20%)
Weekly Expected Move ±3.1%
$117
$121
$125
$129
$132
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Institutional Ownership — UMBF
477
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
$6B
Total Invested
67
New Positions
140
Increased
208
Reduced
77
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (541 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,344,467 | $1.2B | +228,107 | +2.5% | 7Q | SEC ↗ |
| 2 | VANGUARD GROUP INC | 7,684,774 | $1.0B | -84,055 | -1.1% | 12Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 6,202,586 | $$814M | — | +0.0% | 1Q | SEC ↗ |
| 4 | UMB Bank, n.a. | 4,809,824 | $$631M | +493,875 | +11.4% | 12Q | SEC ↗ |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 4,136,220 | $$543M | — | +0.0% | 1Q | SEC ↗ |
| 6 | STATE STREET CORP | 3,981,601 | $$522M | -200,919 | -4.8% | 13Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 2,909,932 | $$382M | +55,005 | +1.9% | 13Q | SEC ↗ |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 2,707,124 | $$355M | +116,344 | +4.5% | 13Q | SEC ↗ |
| 9 | FMR LLC | 2,422,435 | $$318M | -213,068 | -8.1% | 13Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,947,446 | $$256M | +39,468 | +2.1% | 13Q | SEC ↗ |
| 11 | NEUBERGER BERMAN GROUP LLC | 1,699,639 | $$223M | -44,264 | -2.5% | 7Q | SEC ↗ |
| 12 | ALLIANCEBERNSTEIN L.P. | 1,442,873 | $$189M | -12,284 | -0.8% | 12Q | SEC ↗ |
| 13 | Allspring Global Investments Holdings, | 1,357,177 | $$178M | -292,899 | -17.8% | 13Q | SEC ↗ |
| 14 | AMERICAN CENTURY COMPANIES INC | 1,345,844 | $$177M | -165,404 | -10.9% | 13Q | SEC ↗ |
| 15 | EARNEST PARTNERS LLC | 1,306,642 | $$171M | -65,011 | -4.7% | 4Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 1,241,165 | $$163M | +361,718 | +41.1% | 12Q | SEC ↗ |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 979,052 | $$128M | -124,034 | -11.2% | 13Q | SEC ↗ |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 966,744 | $$127M | +5,913 | +0.6% | 13Q | SEC ↗ |
| 19 | FIRST TRUST ADVISORS LP | 899,400 | $$118M | +96,149 | +12.0% | 13Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 896,104 | $$118M | -716,742 | -44.4% | 13Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 880,345 | $$116M | +27,047 | +3.2% | 13Q | SEC ↗ |
| 22 | MORGAN STANLEY | 816,382 | $$107M | +90,689 | +12.5% | 12Q | SEC ↗ |
| 23 | NORGES BANK NEW | 746,569 | $$98M | — | +0.0% | 1Q | SEC ↗ |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 712,859 | $$94M | -14,160 | -1.9% | 13Q | SEC ↗ |
| 25 | GW&K Investment Management, LLC | 701,187 | $$92M | -17,090 | -2.4% | 10Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 695,276 | $$91M | +45,547 | +7.0% | 13Q | SEC ↗ |
| 27 | Nuveen, LLC | 656,034 | $$86M | -134,711 | -17.0% | 5Q | SEC ↗ |
| 28 | Clearbridge Investments, LLC | 649,571 | $$85M | +35,534 | +5.8% | 4Q | SEC ↗ |
| 29 | Global Alpha Capital Management Ltd. | 632,216 | $$83M | -11,628 | -1.8% | 12Q | SEC ↗ |
| 30 | PRICE T ROWE ASSOCIATES INC /MD | 607,314 | $$80M | +121,248 | +24.9% | 13Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 552,717 | $$73M | -824 | -0.1% | 13Q | SEC ↗ |
| 32 | JOHNSON INVESTMENT COUNSEL INC | 482,949 | $$63M | +120,831 | +33.4% | 7Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO NEW | 463,142 | $$61M | — | +0.0% | 1Q | SEC ↗ |
| 34 | CAPTRUST FINANCIAL ADVISORS | 446,393 | $$59M | -13,026 | -2.8% | 13Q | SEC ↗ |
| 35 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 403,907 | $$53M | +67,195 | +20.0% | 9Q | SEC ↗ |
| 36 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 346,445 | $$45M | +610 | +0.2% | 8Q | SEC ↗ |
| 37 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 339,702 | $$45M | -13,539 | -3.8% | 13Q | SEC ↗ |
| 38 | NFJ INVESTMENT GROUP, LLC | 325,964 | $$43M | -22,272 | -6.4% | 12Q | SEC ↗ |
| 39 | SCHRODER INVESTMENT MANAGEMENT GROUP | 321,910 | $$42M | -158,603 | -33.0% | 5Q | SEC ↗ |
| 40 | FRANKLIN RESOURCES INC | 314,145 | $$41M | -32,559 | -9.4% | 12Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO | 310,883 | $$41M | -58,176 | -15.8% | 13Q | SEC ↗ |
| 42 | VAUGHAN NELSON INVESTMENT MANAGEMENT, NEW | 294,880 | $$39M | — | +0.0% | 1Q | SEC ↗ |
| 43 | UBS Group AG | 292,827 | $$38M | -59,958 | -17.0% | 13Q | SEC ↗ |
| 44 | RAYMOND JAMES FINANCIAL INC | 285,310 | $$37M | +9,707 | +3.5% | 6Q | SEC ↗ |
| 45 | BESSEMER GROUP INC | 281,238 | $$37M | +280,785 | +61983.4% | 12Q | SEC ↗ |
| 46 | T. Rowe Price Investment Management, I | 277,054 | $$36M | -169,650 | -38.0% | 3Q | SEC ↗ |
| 47 | Invesco Ltd. | 274,336 | $$36M | -8,777 | -3.1% | 13Q | SEC ↗ |
| 48 | EMERALD ADVISERS, LLC | 267,438 | $$35M | -7,858 | -2.9% | 7Q | SEC ↗ |
| 49 | Qube Research & Technologies Ltd | 266,732 | $$35M | +170,107 | +176.0% | 2Q | SEC ↗ |
| 50 | Fisher Asset Management, LLC | 242,438 | $$32M | -24,313 | -9.1% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 6,202,586 | $$814M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4,136,220 | $$543M |
| NORGES BANK | 746,569 | $$98M |
| VANGUARD FIDUCIARY TRUST CO | 463,142 | $$61M |
| VAUGHAN NELSON INVESTMENT MANAGEMEN | 294,880 | $$39M |
| VANGUARD ASSET MANAGEMENT, Ltd | 70,394 | $$9M |
| Jain Global LLC | 69,756 | $$9M |
| Edgestream Partners, L.P. | 65,640 | $$9M |
| Campbell & CO Investment Adviser LL | 60,770 | $$8M |
| NICOLET BANKSHARES INC | 55,956 | $$7M |
| Karl Kapital LLC | 51,728 | $$7M |
| Triveni Capital Investments LP | 50,932 | $$7M |
| Freestone Grove Partners LP | 50,160 | $$7M |
| Point72 Asset Management, L.P. | 45,497 | $$6M |
| FIL Ltd | 45,000 | $$6M |
| Vanguard Global Advisers, LLC | 37,721 | $$5M |
| PRUDENTIAL PLC | 37,411 | $$5M |
| ExodusPoint Capital Management, LP | 33,763 | $$4M |
| Bullseye Asset Management LLC | 25,000 | $$3M |
| ALLSTATE CORP | 24,387 | $$3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Zurich Insurance Group Ltd/FI | 182,803 | $$24M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 115,120 | $$15M |
| Roubaix Capital, LLC | 39,194 | $$5M |
| MILLENNIUM MANAGEMENT LLC | 34,054 | $$4M |
| OP Asset Management Ltd | 31,830 | $$4M |
| TEXAS PERMANENT SCHOOL FUND CORP | 28,033 | $$4M |
| NATIXIS | 27,900 | $$4M |
| PMC FIG Opportunities LLC | 27,228 | $$4M |
| Dynamic Technology Lab Private Ltd | 26,070 | $$3M |
| Knights of Columbus Asset Advisors | 21,261 | $$3M |
| Fieldview Capital Management, LLC | 19,692 | $$3M |
| Jackson Creek Investment Advisors L | 17,306 | $$2M |
| Headlands Technologies LLC | 15,494 | $$2M |
| GAMCO INVESTORS, INC. ET AL | 13,866 | $$2M |
| AXA S.A. | 12,077 | $$2M |
| HRT FINANCIAL LP | 10,662 | $$1M |
| Symphony Financial, Ltd. Co. | 10,000 | $$1M |
| NewEdge Advisors, LLC | 9,713 | $$1M |
| HEALTHCARE OF ONTARIO PENSION PLAN | 9,700 | $$1M |
| SummerHaven Investment Management, | 9,298 | $$1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UMB Bank, n.a. | +493,875 | +11.4% | 4,809,824 |
| CITADEL ADVISORS LLC | +361,718 | +41.1% | 1,241,165 |
| BESSEMER GROUP INC | +280,785 | +61983.4% | 281,238 |
| BlackRock, Inc. | +228,107 | +2.5% | 9,344,467 |
| Qube Research & Technologies Ltd | +170,107 | +176.0% | 266,732 |
| PRICE T ROWE ASSOCIATES INC /MD | +121,248 | +24.9% | 607,314 |
| JOHNSON INVESTMENT COUNSEL INC | +120,831 | +33.4% | 482,949 |
| WELLINGTON MANAGEMENT GROUP LLP | +116,344 | +4.5% | 2,707,124 |
| STATE OF WISCONSIN INVESTMENT BOARD | +99,624 | +594.7% | 116,376 |
| FIRST TRUST ADVISORS LP | +96,149 | +12.0% | 899,400 |
| MORGAN STANLEY | +90,689 | +12.5% | 816,382 |
| NEUMEIER POMA INVESTMENT COUNSEL LL | +67,195 | +20.0% | 403,907 |
| JANE STREET GROUP, LLC | +58,740 | +2092.6% | 61,547 |
| BNP PARIBAS FINANCIAL MARKETS | +55,012 | +259.5% | 76,213 |
| DIMENSIONAL FUND ADVISORS LP | +55,005 | +1.9% | 2,909,932 |
| BANK OF AMERICA CORP /DE | +45,547 | +7.0% | 695,276 |
| NATIXIS ADVISORS, LLC | +45,390 | +77.2% | 104,223 |
| Squarepoint Ops LLC | +43,375 | +128.4% | 77,151 |
| AQR CAPITAL MANAGEMENT LLC | +43,188 | +28.9% | 192,661 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +41,698 | +338.6% | 54,014 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -716,742 | -44.4% | 896,104 |
| Balyasny Asset Management L.P. | -416,945 | -98.8% | 5,120 |
| Allspring Global Investments Holdin | -292,899 | -17.8% | 1,357,177 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | -219,520 | -57.7% | 160,691 |
| FMR LLC | -213,068 | -8.1% | 2,422,435 |
| STATE STREET CORP | -200,919 | -4.8% | 3,981,601 |
| T. Rowe Price Investment Management | -169,650 | -38.0% | 277,054 |
| AMERICAN CENTURY COMPANIES INC | -165,404 | -10.9% | 1,345,844 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -158,603 | -33.0% | 321,910 |
| Nuveen, LLC | -134,711 | -17.0% | 656,034 |
| Tributary Capital Management, LLC | -124,458 | -96.1% | 5,072 |
| VICTORY CAPITAL MANAGEMENT INC | -124,034 | -11.2% | 979,052 |
| BARCLAYS PLC | -104,325 | -56.4% | 80,632 |
| Verition Fund Management LLC | -99,608 | -74.3% | 34,391 |
| ProShare Advisors LLC | -94,222 | -30.4% | 215,435 |
| FEDERATED HERMES, INC. | -92,718 | -36.5% | 160,990 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT | -92,296 | -40.9% | 133,550 |
| VANGUARD GROUP INC | -84,055 | -1.1% | 7,684,774 |
| RENAISSANCE TECHNOLOGIES LLC | -80,100 | -57.5% | 59,170 |
| EARNEST PARTNERS LLC | -65,011 | -4.7% | 1,306,642 |