UMBF Institutional Ownership
Who owns Umb Financial Corp and what the big funds did with it last quarter, from every SEC 13F filing. 485 funds reported holding UMBF at Jun 30, 2026, together owning 96.0% of the company.
- ▲252 buying vs 190 selling
- ▲Held by funds +4.0 pts
- ▲Funds holding +29
- ▼Superinvestors: 0 added, 4 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 485 | 456 | +6.4% |
| In funds' top 10 | 9 | 8 | +12.5% |
| 13F shares | 72.9M | 69.9M | +4.4% |
| Held by funds | 96.0% | 92.0% | +4.0 pts |
| New positions | 79 | 65 | +21.5% |
| Increased | 173 | 157 | +10.2% |
| Reduced | 141 | 148 | −4.7% |
| Sold out | 49 | 27 | +81.5% |
| Calls (shares) | 0 | 200 | −100.0% |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | 0.00 | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in UMBF
All superinvestors →
Who owns UMBF
share of fund held shares- Index and passive funds42.1%
- Active managers and hedge funds40.7%
- Banks and brokers14.7%
- Pensions, insurers and other2.4%
The top 10 holders own 51.3% of all UMBF shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
130 funds changed their position- Boston Trust Walden CorpAdded+244K sh
- Principal Financial Group IncTrimmed−60K sh
- Moody Aldrich Partners LLCAdded+49K sh
- Congress Asset Management CoTrimmed−31K sh
- Creative PlanningAdded+25K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 13.45% | 10.2M | $1.5B | +871K |
| 2 | UMB Bank, n.a. | 6.16% | 4.7M | $667M | −49K |
| 3 | Vanguard Portfolio Management LLC | 5.55% | 4.2M | $601M | +77K |
| 4 | State Street Corp | 5.44% | 4.1M | $592M | +152K |
| 5 | Vanguard Capital Management LLC | 4.12% | 3.1M | $447M | +29K |
| 6 | Dimensional Fund Advisors LP | 3.99% | 3M | $433M | +121K |
| 7 | Fmr LLC | 3.52% | 2.7M | $381M | +249K |
| 8 | Geode Capital Management, LLC | 2.72% | 2.1M | $295M | +117K |
| 9 | Wellington Management Group LLP | 2.22% | 1.7M | $241M | −1M |
| 10 | Neuberger Berman Group LLC | 2.06% | 1.6M | $223M | −137K |
- BlackRock, Inc.+871K sh+$124M
- Norges Bank+705K sh+$101M
- Junto Capital Management LP+413K sh+$58.9M
- Goldman Sachs Group Inc+346K sh+$49.4M
- Azora Capital LP+275K sh+$39.2M
- Arrowstreet Capital, Limited Partnership+254K sh+$36.3M
- Fmr LLC+249K sh+$35.6M
- Congress Asset Management Co+245K sh+$35M
- Wellington Management Group LLP−1M sh−$146M
- American Century Companies Inc−300K sh−$42.8M
- Allspring Global Investments Holdings, LLC−211K sh−$30.8M
- Bessemer Group Inc−203K sh−$29M
- Neuberger Berman Group LLC−137K sh−$19.6M
- Adage Capital Partners Gp, L.l.c.−161K sh−$18.1M
- Citadel Advisors LLC−125K sh−$17.9M
- UBS Group AG−84K sh−$12M
UMBF institutional ownership FAQ
Who owns the most UMBF stock?
In Q2 2026 13F filings the largest holder of UMBF was BlackRock, Inc., followed by UMB Bank, n.a. and Vanguard Portfolio Management LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of UMBF is owned by institutions?
Funds that file 13F reports held 96.0% of UMBF's shares at Jun 30, 2026, compared with 92.0% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying UMBF?
In Q2 2026, 252 funds bought UMBF (79 of them new positions) and 190 sold (49 sold out completely). Among well known investors, 0 added and 4 cut. Our fund sentiment for UMBF is bullish.
What is UMBF's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this UMBF ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.