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UMB Financial Ownership | Who Owns UMB Financial?

OverviewForecastRevenueFinancialsChartTranscripts

UMB Financial Ownership Summary

UMB Financial is owned by 100.97% institutional investors, 8.83% insiders. Blackrock is the largest institutional shareholder, holding 12.27% of UMBF shares. Allspring Special Small Cap Value A is the top mutual fund, with 3.15% of its assets in UMB Financial shares.

UMBF Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockUMB Financial100.97%8.83%-9.80%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryRegional Banks Stocks49.46%11.62%38.92%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Allspring Special Small Cap Value A1.54M3.15%-17.80K
iShares Core S&P Mid-Cap ETF1.40M2.86%752.00
Vanguard Total Stock Mkt Idx Inv1.30M2.65%-4.65K
iShares Russell 2000 ETF1.17M2.40%-2.63K
Vanguard Small Cap Index1.04M2.13%2.05K
Victory Small Cap Value CIT (Net 75)960.00K1.97%-360.00K
Victory Sycamore Small Company Opp R960.00K1.97%-360.00K
American Century Small Cap Value Inv925.00K1.90%75.00K
American Century U.S. Small Cap Value925.00K1.90%75.00K
Avantis US Small Cap Value ETF726.30K1.49%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 07, 2024Newton Nikki Farentino President, Private Wealth MgmtSell$149.47K
Nov 07, 2024Terry Thomas S Chief Credit OfficerSell$12.39K
Nov 07, 2024Terry Thomas S Chief Credit OfficerSell$24.79K
Nov 07, 2024Terry Thomas S Chief Credit OfficerSell$12.39K
Nov 07, 2024Terry Thomas S Chief Credit OfficerSell$12.40K

Insider Transactions Trends

DateBuySell
2025 Q1--
2024 Q4-4
2024 Q32311
2024 Q2-171
2024 Q12111

UMBF Ownership FAQ

Who Owns UMB Financial?

UMB Financial shareholders are primarily institutional investors at 100.97%, followed by 8.83% insiders and -9.80% retail investors. The average institutional ownership in UMB Financial's industry, Regional Banks Stocks, is 49.46%, which UMB Financial exceeds.

Who owns the most shares of UMB Financial?

UMB Financial’s largest shareholders are Blackrock (5.97M shares, 12.27%), Umb bank, n.a. (5.12M shares, 10.51%), and Vanguard group (4.49M shares, 9.24%). Together, they hold 32.02% of UMB Financial’s total shares outstanding.

Does Blackrock own UMB Financial?

Yes, BlackRock owns 12.27% of UMB Financial, totaling 5.97M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 498.29M$. In the last quarter, BlackRock increased its holdings by 94.06K shares, a 1.60% change.

Who is UMB Financial’s biggest shareholder by percentage of total assets invested?

Umb bank, n.a is UMB Financial’s biggest shareholder by percentage of total assets invested, with 7.00% of its assets in 5.12M UMB Financial shares, valued at 426.75M$.

Who is the top mutual fund holder of UMB Financial shares?

Allspring Special Small Cap Value A is the top mutual fund holder of UMB Financial shares, with 3.15% of its total shares outstanding invested in 1.54M UMB Financial shares.

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