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UMBF Institutional Ownership & 13F Holders | SmartMoneyDB

UMBFUMB FINL CORP

COM · CUSIP 902788108

Smart Money Ownership

Of the 13 tracked institutions holding UMBF, 7 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +6.2pt. It's a gauge of who owns the name, not just how many.

$120.5M · 0.1% of book

UMBF (UMB FINL CORP) Institutional Ownership Summary

Among the 13 tracked institutional investors we monitor, UMBF (UMB FINL CORP) is held with a combined value of $3.25B across 28,676,579 shares. The largest holder is BlackRock, Inc. with a position worth $1.05B (0.02% of their portfolio). 2 funds opened new positions in the most recent quarter. 4 funds increased their holdings. 7 funds reduced their position.

Total Institutional Value

$3.25B

Total Shares Held

28,676,579

Institutional Holders

% of Shares Outstanding

37.7%

of 75.98M shares · SEC 2026-04-27

Days to Cover

6.6-1.5%

4.09M shares short · FINRA 2026-07-15

Tracked 13F institutions hold 37.7% 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 2026-04-27), 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.+3% shares~$25.7M MILLENNIUM MANAGEMENT LLCNew position~$18.0M PRICE T ROWE ASSOCIATES INC /MD/+25% shares~$13.7M WELLINGTON MANAGEMENT GROUP LLP+5% shares~$13.1M Point72 Asset Management, L.P.New position~$5.1M

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

PRICE T ROWE ASSOCIATES INC /MD/

0.01% of book+24.9%

$68.50M

Fisher Asset Management, LLC

0.01% of book-9.1%

$27.34M

AQR CAPITAL MANAGEMENT LLC

0.01% of book+28.9%

$21.50M

ADAGE CAPITAL PARTNERS GP, L.L.C.

0.03% of book-57.7%

$18.12M

#	Fund	Value↓	Shares	Portfolio %	Change
1	BlackRock, Inc.	$1.05B	9,344,467	0.02%	+2.5%
2	VANGUARD GROUP INC	$884.06M	7,684,774	0.01%	-1.1%
3	STATE STREET CORP	$450.85M	3,981,601	0.02%	-4.8%
4	WELLINGTON MANAGEMENT GROUP LLP	$305.34M	2,707,124	0.06%	+4.5%
5	FMR LLC	$273.23M	2,422,435	0.01%	-8.1%
6	CITADEL ADVISORS LLC	$120.53M	1,068,582	0.09%	-13.9%
7	PRICE T ROWE ASSOCIATES INC /MD/	$68.50M	607,314	0.01%	+24.9%
8	Fisher Asset Management, LLC	$27.34M	242,438	0.01%	-9.1%
9	AQR CAPITAL MANAGEMENT LLC	$21.50M	192,661	0.01%	+28.9%
10	ADAGE CAPITAL PARTNERS GP, L.L.C.	$18.12M	160,691	0.03%	-57.7%

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 $1.05B, representing 0.02% of their portfolio. In total, 13 institutional investors hold UMBF with a combined value of $3.25B.

Are hedge funds buying or selling UMBF?

In the most recent quarter, 2 funds opened a new position in UMBF. Additionally, 4 increased their holdings and 7 reduced their positions.

What percentage of UMBF is owned by institutional investors?

Institutional investors hold $3.25B worth of UMBF stock across 13 positions. The largest institutional holder is BlackRock, Inc. with $1.05B 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

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