UMB Financial Ownership | Who Owns UMB Financial?

Overview Forecast RevenueFinancials Chart Transcripts

UMB Financial Ownership Summary

UMB Financial is owned by 102.14% institutional investors, 8.82% 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

Type	Name	% Inst	% Insiders	% Retail
Stock	UMB Financial	102.14%	8.82%	-10.96%
Sector	Financial Services Stocks	49.80%	13.92%	36.27%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	5.97M	12.27%	$498.29M
Umb bank, n.a.	5.12M	10.51%	$426.75M
Vanguard group	4.49M	9.24%	$374.92M
State street	2.83M	5.81%	$237.08M
Wellington management group llp	2.60M	5.34%	$216.87M
Victory capital management	2.00M	4.11%	$166.80M
Allspring global investments	1.95M	4.02%	$163.07M
American century companies	1.75M	3.60%	$146.20M
Dimensional fund advisors lp	1.69M	3.47%	$140.97M
Geode capital management	1.09M	2.25%	$91.21M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Umb bank, n.a.	5.12M	7.00%	$426.75M
Gator capital management	100.65K	4.26%	$8.40M
Global alpha capital management	542.76K	3.30%	$45.28M
Third avenue management	149.28K	2.14%	$12.45M
Azora capital lp	411.94K	1.58%	$34.36M
Tributary capital management	198.11K	1.37%	$16.53M
Ejf capital	21.98K	1.36%	$1.83M
Basswood capital management	232.88K	1.26%	$19.43M
Neumeier poma investment counsel	164.85K	1.26%	$13.75M
Maltese capital management	72.58K	1.12%	$6.05M

Top Buyers

Holder	Shares	% Assets	Change
Wellington management group llp	2.60M	0.04%	699.72K
Millennium management	733.73K	0.03%	623.75K
Fmr	924.89K	0.00%	612.45K
Azora capital lp	411.94K	1.58%	411.94K
Proshare advisors	752.58K	0.17%	381.28K

Top Sellers

Holder	Shares	% Assets	Change
Ameriprise financial	116.89K	0.00%	-551.76K
Boston trust walden	310.24K	0.19%	-377.98K
Brown advisory	75.47K	0.01%	-336.23K
Bank of new york mellon	576.20K	0.01%	-299.44K
Vanguard group	4.49M	0.01%	-211.04K

New Positions

Holder	Shares	% Assets	Change	Value
Azora capital lp	411.94K	1.58%	411.94K	$34.36M
Norges bank	270.80K	0.00%	270.80K	$22.59M
Basswood capital management	232.88K	1.26%	232.88K	$19.43M
Two sigma advisers, lp	171.50K	0.03%	171.50K	$14.31M
Adage capital partners gp	162.96K	0.03%	162.96K	$13.59M

Sold Out

Holder	Change
Steward partners investment advisory	-10.00
Concord wealth partners	-25.00
Mather group, llc.	-35.00
Park place capital	-39.00
Clearstead advisors	-47.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	322	9.52%	49,819,255	1.39%	102	1.00%	159	-6.47%	110	35.80%
Jun 30, 2024	292	7.35%	49,133,761	17.02%	100	1.36%	168	41.18%	81	-15.63%
Mar 31, 2024	272	4.62%	41,985,815	-1.84%	86	1.11%	119	-11.85%	96	12.94%
Dec 31, 2023	260	5.26%	42,771,635	-1.28%	88	1.11%	135	14.41%	85	-5.56%
Sep 30, 2023	247	8.33%	43,327,910	-3.73%	89	1.04%	118	9.26%	90	-

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Allspring Special Small Cap Value A	1.54M	3.15%	-17.80K
iShares Core S&P Mid-Cap ETF	1.40M	2.86%	752.00
Vanguard Total Stock Mkt Idx Inv	1.30M	2.65%	-4.65K
iShares Russell 2000 ETF	1.17M	2.40%	-2.63K
Vanguard Small Cap Index	1.04M	2.13%	2.05K
Victory Small Cap Value CIT (Net 75)	960.00K	1.97%	-360.00K
Victory Sycamore Small Company Opp R	960.00K	1.97%	-360.00K
American Century Small Cap Value Inv	925.00K	1.90%	75.00K
American Century U.S. Small Cap Value	925.00K	1.90%	75.00K
Avantis US Small Cap Value ETF	726.30K	1.49%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 02, 2024	KEMPER J MARINER	Chairman and CEO	Sell	$1.20M
Dec 02, 2024	KEMPER J MARINER	Chairman and CEO	Sell	$1.84M
Nov 21, 2024	Beaird Robert Brian	Chief Human Resource Officer	Sell	$105.36K
Nov 07, 2024	Newton Nikki Farentino	President, Private Wealth Mgmt	Sell	$149.47K
Nov 07, 2024	Terry Thomas S	Chief Credit Officer	Sell	$12.39K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	-	-
2024 Q4	-	4
2024 Q3	2	311
2024 Q2	-	171
2024 Q1	2	111

UMBF Ownership FAQ

Who Owns UMB Financial?

UMB Financial shareholders are primarily institutional investors at 102.14%, followed by 8.82% insiders and -10.96% retail investors. The average institutional ownership in UMB Financial's industry, Regional Banks Stocks, is 51.67%, 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.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools