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UMBF Institutional Ownership & 13F Holders | SmartMoneyDB

UMBFUMB FINL CORP

COM · CUSIP 902788108

Smart Money Ownership

Of the 10 tracked institutions holding UMBF, 4 have a 3-year clone track record — 4 of them beat the S&P. Average holder's clone alpha: +5.0pt. It's a gauge of who owns the name, not just how many.

$134.7M · 0.1% of book

PRICE T ROWE ASSOCIATES INC /MD/

$83.3M

+3.5pt

UMBF (UMB FINL CORP) Institutional Ownership Summary

Among the 10 tracked institutional investors we monitor, UMBF (UMB FINL CORP) is held with a combined value of $3.86B across 28,534,083 shares. The largest holder is BlackRock, Inc. with a position worth $1.46B (0.02% of their portfolio). 5 funds increased their holdings. 5 funds reduced their position.

Total Institutional Value

$3.86B

Total Shares Held

28,534,083

Institutional Holders

% of Shares Outstanding

37.6%

of 75.95M shares · SEC 2026-07-27

Days to Cover

6.7-0.8%

3.40M shares short · FINRA 2026-08-14

Tracked 13F institutions hold 37.6% of UMBF's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-07-27), not a live float.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

BlackRock, Inc.+9% shares~$124.1M FMR LLC+10% shares~$35.6M STATE STREET CORP+4% shares~$21.7M AQR CAPITAL MANAGEMENT LLC+54% shares~$14.6M Fisher Asset Management, LLC+0% shares~$103.8K

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

PRICE T ROWE ASSOCIATES INC /MD/

0.01% of book-4.0%

$83.27M

AQR CAPITAL MANAGEMENT LLC

0.01% of book+53.6%

$41.82M

Fisher Asset Management, LLC

0.01% of book+0.3%

$34.71M

MILLENNIUM MANAGEMENT LLC

0.01% of book-52.5%

$10.83M

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$1.46B	10,215,651	0.02%	+9.3%
2	VANGUARD GROUP INC	$884.06M	7,684,774	0.01%	-1.1%
3	STATE STREET CORP	$591.79M	4,133,285	0.02%	+3.8%
4	FMR LLC	$381.41M	2,671,666	0.02%	+10.3%
5	WELLINGTON MANAGEMENT GROUP LLP	$240.87M	1,687,247	0.04%	-37.7%
6	CITADEL ADVISORS LLC	$134.66M	943,290	0.08%	-11.7%
7	PRICE T ROWE ASSOCIATES INC /MD/	$83.27M	583,289	0.01%	-4.0%
8	AQR CAPITAL MANAGEMENT LLC	$41.82M	295,887	0.01%	+53.6%
9	Fisher Asset Management, LLC	$34.71M	243,154	0.01%	+0.3%
10	MILLENNIUM MANAGEMENT LLC	$10.83M	75,840	0.01%	-52.5%

Congress Trading

1 member · 3 disclosed trades in UMBF

Member	Type	Amount	Date
Josh Gottheimer	Sell	$1,001 - $15,000	Apr 9, 2025
Josh Gottheimer	Buy	$1,001 - $15,000	May 22, 2024
Josh Gottheimer	Buy	$1,001 - $15,000	Dec 20, 2023

Frequently Asked Questions

Which institutional investors own the most UMBF stock?

As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of UMBF with a position worth $1.46B, representing 0.02% of their portfolio. In total, 10 institutional investors hold UMBF with a combined value of $3.86B.

What percentage of UMBF is owned by institutional investors?

Institutional investors hold $3.86B worth of UMBF stock across 10 positions. The largest institutional holder is BlackRock, Inc. with $1.46B in holdings.

What is a 13F filing and why does it matter for UMBF?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UMBF, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track UMBF institutional moves

Get notified when hedge funds change their UMBF positions.