UMB Financial Ownership 2024 | Who Owns UMB Financial Now?
Institutional Ownership
69.84%
Insider Ownership
8.86%
Retail Ownership
21.30%
Institutional Holders
196.00
UMB Financial Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 12.27% | 0.01% | 5,973,310 | 94,062 | 1.60% | 498,293,556 | Jun 30, 2024 |
| UMB BANK, N.A. | 10.51% | 7.00% | 5,115,694 | -125,937 | -2.40% | 426,751,194 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.24% | 0.01% | 4,494,347 | -211,038 | -4.49% | 374,918,427 | Jun 30, 2024 |
| STATE STREET CORP | 5.81% | 0.01% | 2,829,701 | 95,146 | 3.48% | 237,076,563,000 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 5.34% | 0.04% | 2,599,787 | 699,724 | 36.83% | 216,874,231 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 4.11% | 0.17% | 1,999,475 | -12,501 | -0.62% | 166,796,205 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 4.02% | 0.27% | 1,954,762 | 49,690 | 2.61% | 163,066,245 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 3.60% | 0.09% | 1,752,524 | 111,090 | 6.77% | 146,195,552 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.47% | 0.04% | 1,689,895 | 100,000 | 6.29% | 140,968,373 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.25% | 0.01% | 1,093,160 | 56,740 | 5.47% | 91,207,648 | Jun 30, 2024 |
| FMR LLC | 1.90% | 0.00% | 924,888 | 612,452 | 196.02% | 77,154,183 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 1.55% | 0.17% | 752,576 | 381,278 | 102.69% | 62,779,890 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.51% | 0.03% | 733,734 | 623,751 | 567.13% | 61,208,090 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.22% | 0.01% | 592,849 | 228,970 | 62.92% | 49,455,476 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.18% | 0.01% | 576,200 | -299,442 | -34.20% | 48,066,628 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.15% | 0.01% | 560,159 | 26,532 | 4.97% | 46,728,464,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.14% | 0.01% | 556,050 | 4,991 | 0.91% | 46,385,691 | Jun 30, 2024 |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 1.12% | 3.30% | 542,759 | 16,800 | 3.19% | 45,276,956 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.06% | 0.01% | 517,622 | 90,297 | 21.13% | 43,180,027 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.91% | 0.00% | 444,731 | 147,164 | 49.46% | 37,099,461 | Jun 30, 2024 |
UMB Financial's largest institutional shareholder is BLACKROCK INC., holding 12.27% of the company's total share outstanding, currently valued at $498.29M. The top 10 institutional shareholders own together 60.63% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| UMB BANK, N.A. | 10.51% | 7.00% | 5,115,694 | -125,937 | -2.40% | 426,751,194 | Jun 30, 2024 |
| GATOR CAPITAL MANAGEMENT, LLC | 0.21% | 4.26% | 100,650 | -2,300 | -2.23% | 8,396,223 | Jun 30, 2024 |
| GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 1.12% | 3.30% | 542,759 | 16,800 | 3.19% | 45,276,956 | Jun 30, 2024 |
| THIRD AVENUE MANAGEMENT LLC | 0.31% | 2.14% | 149,284 | - | - | 12,453,271 | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 0.23% | 1.67% | 114,357 | 114,357 | 100.00% | 9,539,661 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.85% | 1.58% | 411,942 | 411,942 | 100.00% | 34,364,202 | Jun 30, 2024 |
| TRIBUTARY CAPITAL MANAGEMENT, LLC | 0.41% | 1.37% | 198,107 | 501 | 0.25% | 16,526,089 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.05% | 1.36% | 21,981 | -5,942 | -21.28% | 1,833,655 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.48% | 1.26% | 232,881 | 232,881 | 100.00% | 19,426,933 | Jun 30, 2024 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 0.34% | 1.26% | 164,855 | 53,345 | 47.84% | 13,752,204 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.15% | 1.12% | 72,578 | 72,578 | 100.00% | 6,054,457 | Jun 30, 2024 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 0.06% | 0.72% | 31,500 | 31,500 | 100.00% | 2,627,730 | Jun 30, 2024 |
| PARAGON CAPITAL MANAGEMENT LLC | 0.03% | 0.61% | 13,463 | - | - | 1,123,083 | Jun 30, 2024 |
| BLACK MAPLE CAPITAL MANAGEMENT LP | 0.01% | 0.27% | 5,000 | 5,000 | 100.00% | 417,100 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 4.02% | 0.27% | 1,954,762 | 49,690 | 2.61% | 163,066,245 | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | 0.02% | 0.26% | 10,708 | 10,708 | 100.00% | 893,261 | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | 0.69% | 0.25% | 334,083 | 95,511 | 40.03% | 27,869,000 | Jun 30, 2024 |
| ETF STORE, INC. | 0.01% | 0.25% | 2,908 | -102 | -3.39% | 242,585 | Jun 30, 2024 |
| FORTITUDE ADVISORY GROUP L.L.C. | 0.01% | 0.23% | 4,549 | -9 | -0.20% | 379,478 | Jun 30, 2024 |
| CEREDEX VALUE ADVISORS LLC | 0.29% | 0.22% | 140,900 | 51,100 | 56.90% | 11,807,916 | Jun 30, 2024 |
The largest UMB Financial shareholder by % of total assets is UMB BANK, N.A.. The company owns 5.12M shares of UMB Financial (UMBF), representing 7.00% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 5.34% | 0.04% | 2,599,787 | 699,724 | 36.83% | 216,874,231 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 1.51% | 0.03% | 733,734 | 623,751 | 567.13% | 61,208,090 | Jun 30, 2024 |
| FMR LLC | 1.90% | 0.00% | 924,888 | 612,452 | 196.02% | 77,154,183 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.85% | 1.58% | 411,942 | 411,942 | 100.00% | 34,364,202 | Jun 30, 2024 |
| PROSHARE ADVISORS LLC | 1.55% | 0.17% | 752,576 | 381,278 | 102.69% | 62,779,890 | Jun 30, 2024 |
| NORGES BANK | 0.56% | 0.00% | 270,802 | 270,802 | 100.00% | 22,590,303 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.55% | 0.05% | 265,665 | 262,881 | 9442.56% | 22,161,774 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.48% | 1.26% | 232,881 | 232,881 | 100.00% | 19,426,933 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.22% | 0.01% | 592,849 | 228,970 | 62.92% | 49,455,476 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.61% | 0.09% | 295,053 | 227,233 | 335.05% | 24,613,321 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.59% | 0.01% | 286,057 | 225,136 | 369.55% | 23,862,875 | Jun 30, 2024 |
| UBS GROUP AG | 0.45% | 0.00% | 219,046 | 166,291 | 315.21% | 18,272,818 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.33% | 0.03% | 162,958 | 162,958 | 100.00% | 13,593,956 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.75% | 0.00% | 363,572 | 154,244 | 73.69% | 30,329,177 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.91% | 0.00% | 444,731 | 147,164 | 49.46% | 37,099,461 | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 0.23% | 1.67% | 114,357 | 114,357 | 100.00% | 9,539,661 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 3.60% | 0.09% | 1,752,524 | 111,090 | 6.77% | 146,195,552 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.61% | 0.04% | 299,270 | 102,467 | 52.07% | 24,638,920 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.47% | 0.04% | 1,689,895 | 100,000 | 6.29% | 140,968,373 | Jun 30, 2024 |
| BNP PARIBAS ARBITRAGE, SNC | 0.26% | 0.01% | 124,203 | 99,692 | 406.72% | 10,361,014 | Jun 30, 2024 |
As of Jun 30 2024, UMB Financial's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 699.72K stocks of UMBF, valued at $216.87M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 0.24% | 0.00% | 116,889 | -551,763 | -82.52% | 9,751,784 | Jun 30, 2024 |
| BOSTON TRUST WALDEN CORP | 0.64% | 0.19% | 310,239 | -377,983 | -54.92% | 25,880,137 | Jun 30, 2024 |
| BROWN ADVISORY INC | 0.16% | 0.01% | 75,469 | -336,234 | -81.67% | 6,295,569 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.18% | 0.01% | 576,200 | -299,442 | -34.20% | 48,066,628 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.24% | 0.01% | 4,494,347 | -211,038 | -4.49% | 374,918,427 | Jun 30, 2024 |
| FISHER ASSET MANAGEMENT, LLC | 0.55% | 0.01% | 267,571 | -139,956 | -34.34% | 22,320,771 | Jun 30, 2024 |
| UMB BANK, N.A. | 10.51% | 7.00% | 5,115,694 | -125,937 | -2.40% | 426,751,194 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.01% | 0.00% | 4,470 | -112,522 | -96.18% | 372,887 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -79,300 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.13% | 0.00% | 61,107 | -49,748 | -44.88% | 5,098,000 | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -44,015 | -100.00% | - | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | - | - | - | -34,148 | -100.00% | - | Jun 30, 2024 |
| JANUS HENDERSON GROUP PLC | 0.04% | 0.00% | 18,111 | -30,119 | -62.45% | 1,510,639 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -20,367 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -19,104 | -100.00% | - | Jun 30, 2024 |
| STATE OF TENNESSEE, TREASURY DEPARTMENT | 0.05% | 0.01% | 25,647 | -18,353 | -41.71% | 2,139,473 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.12% | 0.03% | 56,851 | -16,156 | -22.13% | 4,742,508 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.35% | 0.01% | 172,097 | -15,491 | -8.26% | 14,356,333,000 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -14,201 | -100.00% | - | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | - | - | - | -13,301 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, UMB Financial's biggest institutional seller is AMERIPRISE FINANCIAL INC. The company sold -0.55M shares of UMBF, valued at $9.75M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AZORA CAPITAL LP | 0.85% | 1.58% | 411,942 | 411,942 | 100.00% | 34,364,202 | Jun 30, 2024 |
| NORGES BANK | 0.56% | 0.00% | 270,802 | 270,802 | 100.00% | 22,590,303 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.48% | 1.26% | 232,881 | 232,881 | 100.00% | 19,426,933 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.33% | 0.03% | 162,958 | 162,958 | 100.00% | 13,593,956 | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 0.23% | 1.67% | 114,357 | 114,357 | 100.00% | 9,539,661 | Jun 30, 2024 |
| PEREGRINE CAPITAL MANAGEMENT LLC | 0.18% | 0.21% | 87,600 | 87,600 | 100.00% | 7,307,592 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.16% | 0.04% | 79,285 | 79,285 | 100.00% | 6,613,955 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.15% | 1.12% | 72,578 | 72,578 | 100.00% | 6,054,457 | Jun 30, 2024 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 0.12% | 0.15% | 59,495 | 59,495 | 100.00% | 4,963,073 | Jun 30, 2024 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | 0.09% | 0.07% | 45,644 | 45,644 | 100.00% | 3,807,622 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.08% | 0.07% | 39,394 | 39,394 | 100.00% | 3,286,247 | Jun 30, 2024 |
| HUSSMAN STRATEGIC ADVISORS, INC. | 0.06% | 0.72% | 31,500 | 31,500 | 100.00% | 2,627,730 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.06% | 0.00% | 31,074 | 31,074 | 100.00% | 2,592,193 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 0.05% | 0.00% | 23,300 | 23,300 | 100.00% | 1,943,686 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 22,778 | 22,778 | 100.00% | 1,900,141 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.04% | 0.00% | 19,132 | 19,132 | 100.00% | 1,596,000 | Jun 30, 2024 |
| HENNESSY ADVISORS INC | 0.04% | 0.06% | 18,000 | 18,000 | 100.00% | 1,501,560 | Jun 30, 2024 |
| KING LUTHER CAPITAL MANAGEMENT CORP | 0.03% | 0.01% | 14,296 | 14,296 | 100.00% | 1,192,572 | Jun 30, 2024 |
| CONVERGENCE INVESTMENT PARTNERS, LLC | 0.02% | 0.26% | 10,708 | 10,708 | 100.00% | 893,261 | Jun 30, 2024 |
| INTECH INVESTMENT MANAGEMENT LLC | 0.02% | 0.01% | 9,804 | 9,804 | 100.00% | 817,850 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.02% | 0.03% | 8,310 | 8,310 | 100.00% | 693,220 | Jun 30, 2024 |
| CORNERCAP INVESTMENT COUNSEL INC | 0.02% | 0.11% | 7,741 | 7,741 | 100.00% | 645,754 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.02% | 0.01% | 7,668 | 7,668 | 100.00% | 639,664 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.01% | 0.15% | 6,250 | 6,250 | 100.00% | 521,375 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.01% | 0.01% | 5,110 | 5,110 | 100.00% | 426,277 | Jun 30, 2024 |
| BLACK MAPLE CAPITAL MANAGEMENT LP | 0.01% | 0.27% | 5,000 | 5,000 | 100.00% | 417,100 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.01% | 0.01% | 4,048 | 4,048 | 100.00% | 337,684 | Jun 30, 2024 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 0.01% | 0.03% | 3,910 | 3,910 | 100.00% | 326,172 | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | 0.01% | 0.19% | 3,800 | 3,800 | 100.00% | 316,995 | Jun 30, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 0.01% | 0.07% | 3,718 | 3,718 | 100.00% | 310,159 | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | 0.01% | 0.12% | 3,510 | 3,510 | 100.00% | 292,804 | Jun 30, 2024 |
| VONTOBEL HOLDING LTD. | 0.01% | 0.00% | 3,232 | 3,232 | 100.00% | 269,613 | Jun 30, 2024 |
| 1620 INVESTMENT ADVISORS, INC. | 0.00% | 0.10% | 1,535 | 1,535 | 100.00% | 128,050 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.00% | 0.10% | 831 | 831 | 100.00% | 69,322 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.00% | 0.00% | 88 | 88 | 100.00% | 8,000 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 60 | 60 | 100.00% | 5,005 | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | 0.00% | 0.00% | 40 | 40 | 100.00% | 3,337 | Jun 30, 2024 |
| HEXAGON CAPITAL PARTNERS LLC | 0.00% | 0.00% | 29 | 29 | 100.00% | 2,420 | Jun 30, 2024 |
| RONALD BLUE TRUST, INC. | - | - | 12 | 12 | 100.00% | 1,044 | Jun 30, 2024 |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | - | - | 10 | 10 | 100.00% | 834 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | - | - | 4 | 4 | 100.00% | 334 | Jun 30, 2024 |
| QUARRY LP | - | 0.00% | 3 | 3 | 100.00% | 250 | Jun 30, 2024 |
| CLEAR POINT ADVISORS INC. | - | 0.00% | 1 | 1 | 100.00% | 83 | Jun 30, 2024 |
UMB Financial's largest new institutional shareholder by number of shares is AZORA CAPITAL LP, purchased 411.94K shares, valued at $34.36M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -79,300 | -100.00% | - | Jun 30, 2024 |
| BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -44,015 | -100.00% | - | Jun 30, 2024 |
| ELIZABETH PARK CAPITAL ADVISORS, LTD. | - | - | - | -34,148 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -20,367 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -19,104 | -100.00% | - | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | - | - | - | -14,201 | -100.00% | - | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | - | - | - | -13,301 | -100.00% | - | Jun 30, 2024 |
| JACKSON CREEK INVESTMENT ADVISORS LLC | - | - | - | -12,412 | -100.00% | - | Jun 30, 2024 |
| VERSOR INVESTMENTS LP | - | - | - | -6,900 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -6,805 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -4,900 | -100.00% | - | Jun 30, 2024 |
| VESTCOR INC | - | - | - | -4,773 | -100.00% | - | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | - | - | - | -4,744 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE ASSET MANAGEMENT LLC | - | - | - | -4,429 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -4,327 | -100.00% | - | Jun 30, 2024 |
| OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -3,762 | -100.00% | - | Jun 30, 2024 |
| CROSSMARK GLOBAL HOLDINGS, INC. | - | - | - | -2,752 | -100.00% | - | Jun 30, 2024 |
| HIGHTOWER ADVISORS, LLC | - | - | - | -2,363 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,328 | -100.00% | - | Jun 30, 2024 |
| NATIONAL BANK OF CANADA /FI/ | - | - | - | -277 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -213 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -124 | -100.00% | - | Jun 30, 2024 |
| FNY INVESTMENT ADVISERS, LLC | - | - | - | -50 | -100.00% | - | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | - | - | - | -47 | -100.00% | - | Jun 30, 2024 |
| PARK PLACE CAPITAL CORP | - | - | - | -39 | -100.00% | - | Jun 30, 2024 |
| CONCORD WEALTH PARTNERS | - | - | - | -25 | -100.00% | - | Jun 30, 2024 |
UMB Financial's largest sold out institutional shareholder by shares sold is AMERICAN INTERNATIONAL GROUP, INC., sold -79.30K shares, valued at -, as of undefined.
UMB Financial Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| CALDWELL & ORKIN FUNDS INC | 1.10% | 15,000 | - | - | Jan 31, 2024 |
| TAX MANAGED SMALL CAP PORTFOLIO | 0.19% | 9,978 | - | - | Jan 31, 2024 |
| BOSTON TRUST WALDEN FUNDS | 0.09% | 246,762 | -8,883 | -3.47% | Mar 28, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.09% | 357,109 | 3,012 | 0.85% | Mar 28, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.08% | 64,500 | - | - | Mar 31, 2024 |
| Collaborative Investment Series Trust | 0.08% | 12,679 | - | - | Mar 31, 2024 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.06% | 27,009 | -1,757 | -6.11% | Jan 31, 2024 |
| Voya Global Advantage & Premium Opportunity Fund | 0.06% | 3,725 | - | - | Feb 29, 2024 |
| Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | 0.06% | 11,303 | - | - | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.05% | 26,776 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.05% | 121,600 | - | - | Mar 31, 2024 |
| VICTORY PORTFOLIOS | 0.05% | 1,426,604 | 5,410 | 0.38% | Mar 31, 2024 |
| HEARTLAND GROUP INC | 0.04% | 25,000 | - | - | Mar 31, 2024 |
| VELA Funds | 0.04% | 14,123 | - | - | Dec 31, 2023 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.04% | 862,789 | -42,211 | -4.66% | Mar 31, 2024 |
| Vanguard Montgomery Funds | 0.03% | 8,076 | - | - | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.03% | 6,864 | -720 | -9.49% | Jan 31, 2024 |
| AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.03% | 149,637 | - | - | Mar 31, 2024 |
| Monteagle Funds | 0.03% | 1,100 | - | - | Feb 29, 2024 |
| THIRD AVENUE TRUST | 0.03% | 149,079 | - | - | Jan 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.02% | 192,078 | - | - | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.02% | 106,850 | -1,757 | -1.62% | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.02% | 88,858 | -3,281 | -3.56% | Feb 29, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.02% | 9,566 | -470 | -4.68% | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.02% | 9,824 | - | - | Feb 29, 2024 |
| ROYCE FUND | 0.02% | 103,070 | - | - | Mar 31, 2024 |
| CALVERT IMPACT FUND INC | 0.01% | 170,017 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 21,165 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 77,548 | -3,153 | -3.91% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.01% | 35,000 | - | - | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 6,622 | -146 | -2.16% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 46,597 | - | - | Mar 28, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 21,500 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 3,760,889 | -419,744 | -10.04% | Mar 31, 2024 |
| Federated Hermes MDT Series | 0.01% | 21,310 | - | - | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 11,080 | 1,290 | 13.18% | Feb 29, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.01% | 13,381 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 27,297 | -4,247 | -13.46% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 0.01% | 37,580 | 17,695 | 88.99% | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND IV | 0.01% | 17,300 | -500 | -2.81% | Mar 31, 2024 |
| PUTNAM INVESTMENT FUNDS | 0.01% | 31,300 | 1,600 | 5.39% | Feb 29, 2024 |
| MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 3,463 | 1,318 | 61.45% | Sep 30, 2020 |
| DEUTSCHE DWS VARIABLE SERIES II | 0.01% | 14,217 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.01% | 169 | -15 | -8.15% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.01% | 14,052 | -329 | -2.29% | Mar 31, 2024 |
| Brown Advisory Funds | 0.01% | 192,992 | 1,452 | 0.76% | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 1,098 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 537,193 | 112,366 | 26.45% | Feb 29, 2024 |
| VANGUARD SPECIALIZED FUNDS | 0.00% | 249,448 | 1,645 | 0.66% | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 185,970 | 2,824 | 1.54% | Jan 31, 2024 |
| Humankind Benefit Corp | 0.00% | 98 | -12 | -10.91% | Dec 31, 2023 |
| FIDELITY ADVISOR SERIES VII | 0.00% | 37,100 | -7,900 | -17.56% | Jan 31, 2024 |
| MFS SERIES TRUST XIII | 0.00% | 334,924 | 87,425 | 35.32% | Feb 29, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.00% | 12,947 | 186 | 1.46% | Feb 29, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,666 | 57 | 2.18% | Sep 30, 2023 |
| ALLSPRING FUNDS TRUST | 0.00% | 1,564,431 | 54,573 | 3.61% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 2,665 | - | - | Dec 31, 2023 |
| EATON VANCE GROWTH TRUST | 0.00% | 35,200 | - | - | Feb 29, 2024 |
| BlackRock Advantage SMID Cap Fund, Inc. | 0.00% | 609 | - | - | Mar 28, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 6,070 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 171,466 | 4,900 | 2.94% | Feb 29, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 103,836 | 9,943 | 10.59% | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 14,142 | -958 | -6.34% | Mar 31, 2020 |
| IndexIQ ETF Trust | 0.00% | 5,678 | -341 | -5.67% | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 16,140 | -11,634 | -41.89% | Aug 31, 2023 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 23,904 | -1,208 | -4.81% | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 44,015 | 30,235 | 219.41% | Mar 31, 2024 |
| Guggenheim Variable Funds Trust | 0.00% | 9,407 | -13,079 | -58.17% | Dec 31, 2023 |
| MML SERIES INVESTMENT FUND | 0.00% | 20,868 | 4,633 | 28.54% | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 418,509 | 15,778 | 3.92% | Feb 29, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 255,000 | - | - | Jan 31, 2024 |
| AMG FUNDS | 0.00% | 55,000 | - | - | Mar 28, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 21,719 | -23,244 | -51.70% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 57,044 | -6,627 | -10.41% | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 6,990 | 495 | 7.62% | Mar 31, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 9,129 | - | - | Jan 31, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 4,048 | -148 | -3.53% | Mar 31, 2024 |
| Virtus Investment Trust | 0.00% | 50,233 | -3,887 | -7.18% | Mar 28, 2024 |
| PROSHARES TRUST | 0.00% | 372,918 | -119,387 | -24.25% | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 17,613 | 5,244 | 42.40% | Mar 31, 2024 |
| Chartwell Funds | 0.00% | 30,080 | -554 | -1.81% | Jun 30, 2022 |
| VANGUARD HORIZON FUNDS | 0.00% | 31,912 | - | - | Mar 31, 2024 |
| Voya BALANCED PORTFOLIO INC | 0.00% | 1,756 | -117 | -6.25% | Mar 31, 2024 |
| SSGA FUNDS | 0.00% | 510 | - | - | Feb 29, 2024 |
| SHELTON FUNDS | 0.00% | 1,911 | - | - | Feb 29, 2024 |
| Dimensional ETF Trust | 0.00% | 483,262 | 68,985 | 16.65% | Jan 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,113,632 | 300,828 | 37.01% | Jan 31, 2024 |
| KP Funds | 0.00% | 46,097 | - | - | Sep 30, 2020 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.00% | 12,088 | - | - | Jan 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 25,378 | -550 | -2.12% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 1,934 | -111 | -5.43% | Jan 31, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 12,208 | - | - | Mar 31, 2024 |
| ETF Managers Trust | 0.00% | 5,822 | - | - | Dec 31, 2023 |
| VALIC Co II | 0.00% | 23,560 | -200 | -0.84% | Feb 28, 2021 |
| SunAmerica Specialty Series | 0.00% | 360 | - | - | Apr 30, 2021 |
| SCHWAB STRATEGIC TRUST | 0.00% | 353,377 | 16,435 | 4.88% | Feb 29, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 530,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 13,028 | 265 | 2.08% | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 7,120 | - | - | Mar 31, 2024 |
| NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 76,764 | 1,052 | 1.39% | Mar 31, 2024 |
UMB Financial's largest mutual fund holder by % of total assets is "CALDWELL & ORKIN FUNDS INC", owning 15.00K shares, compromising 1.10% of its total assets.
UMB Financial Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 196 | -27.94% |
| 31 Mar, 24 | 272 | 5.02% |
| 31 Dec, 23 | 259 | 5.71% |
| 30 Sep, 23 | 245 | 8.41% |
| 30 Jun, 23 | 226 | -15.99% |
| 31 Mar, 23 | 269 | 1.13% |
| 31 Dec, 22 | 266 | -0.75% |
| 30 Sep, 22 | 268 | 4.28% |
| 30 Jun, 22 | 257 | 3.21% |
| 31 Mar, 22 | 249 | -2.35% |
| 31 Dec, 21 | 255 | 7.14% |
| 30 Sep, 21 | 238 | 2.59% |
| 30 Jun, 21 | 232 | 1.31% |
| 31 Mar, 21 | 229 | -0.87% |
| 31 Dec, 20 | 231 | 7.94% |
| 30 Sep, 20 | 214 | -3.60% |
| 30 Jun, 20 | 222 | 4.23% |
| 31 Mar, 20 | 213 | -9.36% |
| 31 Dec, 19 | 235 | 1.29% |
| 30 Sep, 19 | 232 | -3.73% |
| 30 Jun, 19 | 241 | 13.15% |
| 31 Mar, 19 | 213 | -3.62% |
| 31 Dec, 18 | 221 | 6.25% |
| 30 Sep, 18 | 208 | -5.45% |
| 30 Jun, 18 | 220 | -4.35% |
| 31 Mar, 18 | 230 | 11.11% |
| 31 Dec, 17 | 207 | 7.25% |
| 30 Sep, 17 | 193 | -7.66% |
| 30 Jun, 17 | 209 | -5.43% |
| 31 Mar, 17 | 221 | -2.64% |
| 31 Dec, 16 | 227 | 28.25% |
| 30 Sep, 16 | 177 | - |
| 30 Jun, 16 | 177 | 5.99% |
| 31 Mar, 16 | 167 | -1.76% |
| 31 Dec, 15 | 170 | 2.41% |
| 30 Sep, 15 | 166 | -2.92% |
| 30 Jun, 15 | 171 | -0.58% |
| 31 Mar, 15 | 172 | 1.18% |
| 31 Dec, 14 | 170 | 0.59% |
| 30 Sep, 14 | 169 | 2.42% |
| 30 Jun, 14 | 165 | 5.77% |
| 31 Mar, 14 | 156 | -7.69% |
| 31 Dec, 13 | 169 | - |
| 30 Sep, 13 | 169 | 9.74% |
| 30 Jun, 13 | 154 | 152.46% |
| 31 Mar, 13 | 61 | -6.15% |
| 31 Dec, 12 | 65 | 3.17% |
| 30 Sep, 12 | 63 | -8.70% |
| 30 Jun, 12 | 69 | 11.29% |
| 31 Mar, 12 | 62 | 19.23% |
| 31 Dec, 11 | 52 | -3.70% |
| 30 Sep, 11 | 54 | - |
| 30 Jun, 11 | 54 | - |
| 31 Mar, 11 | 54 | 28.57% |
| 31 Dec, 10 | 42 | -12.50% |
| 30 Sep, 10 | 48 | 4.35% |
| 30 Jun, 10 | 46 | -9.80% |
| 31 Mar, 10 | 51 | 6.25% |
| 31 Dec, 09 | 48 | -7.69% |
| 30 Sep, 09 | 52 | -5.45% |
| 30 Jun, 09 | 55 | -5.17% |
| 31 Mar, 09 | 58 | 7.41% |
| 31 Dec, 08 | 54 | 5.88% |
| 30 Sep, 08 | 51 | 4.08% |
| 30 Jun, 08 | 49 | 28.95% |
| 31 Mar, 08 | 38 | 5.56% |
| 31 Dec, 07 | 36 | 28.57% |
| 30 Sep, 07 | 28 | -3.45% |
| 30 Jun, 07 | 29 | 26.09% |
| 31 Mar, 07 | 23 | -30.30% |
| 31 Dec, 06 | 33 | 17.86% |
| 30 Sep, 06 | 28 | 16.67% |
| 30 Jun, 06 | 24 | 14.29% |
| 31 Mar, 06 | 21 | 10.53% |
| 31 Dec, 05 | 19 | 35.71% |
| 30 Sep, 05 | 14 | -6.67% |
| 30 Jun, 05 | 15 | 7.14% |
| 31 Mar, 05 | 14 | - |
| 31 Dec, 04 | 14 | 27.27% |
| 30 Sep, 04 | 11 | -8.33% |
| 30 Jun, 04 | 12 | -20.00% |
| 31 Mar, 04 | 15 | - |
| 31 Dec, 03 | 15 | 7.14% |
| 30 Sep, 03 | 14 | 16.67% |
| 30 Jun, 03 | 12 | - |
| 31 Mar, 03 | 12 | -29.41% |
| 31 Dec, 02 | 17 | 13.33% |
| 30 Sep, 02 | 15 | -21.05% |
| 30 Jun, 02 | 19 | 18.75% |
| 31 Mar, 02 | 16 | 45.45% |
| 31 Dec, 01 | 11 | -15.38% |
| 30 Sep, 01 | 13 | - |
| 30 Jun, 01 | 13 | -7.14% |
| 31 Mar, 01 | 14 | 7.69% |
| 31 Dec, 00 | 13 | - |
| 30 Sep, 00 | 13 | 8.33% |
| 30 Jun, 00 | 12 | 71.43% |
| 31 Mar, 00 | 7 | -30.00% |
| 31 Dec, 99 | 10 | 11.11% |
| 30 Sep, 99 | 9 | -30.77% |
| 30 Jun, 99 | 13 | 44.44% |
| 31 Mar, 99 | 9 | - |
As of 30 Jun 24, 196 institutions are holding UMB Financial's shares, representing a decrease of -27.94% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 33,984,693 | -19.06% |
| 31 Mar, 24 | 41,985,815 | -1.79% |
| 31 Dec, 23 | 42,749,006 | -0.23% |
| 30 Sep, 23 | 42,846,052 | -3.97% |
| 30 Jun, 23 | 44,616,541 | 4.79% |
| 31 Mar, 23 | 42,578,282 | -0.34% |
| 31 Dec, 22 | 42,725,493 | 0.13% |
| 30 Sep, 22 | 42,670,166 | -0.65% |
| 30 Jun, 22 | 42,950,110 | 0.64% |
| 31 Mar, 22 | 42,676,145 | 1.02% |
| 31 Dec, 21 | 42,244,667 | 3.00% |
| 30 Sep, 21 | 41,016,178 | -0.99% |
| 30 Jun, 21 | 41,428,115 | 1.11% |
| 31 Mar, 21 | 40,973,536 | 0.91% |
| 31 Dec, 20 | 40,605,332 | -0.35% |
| 30 Sep, 20 | 40,748,459 | -0.66% |
| 30 Jun, 20 | 41,021,107 | -0.41% |
| 31 Mar, 20 | 41,188,525 | -2.28% |
| 31 Dec, 19 | 42,148,104 | -0.74% |
| 30 Sep, 19 | 42,460,592 | -0.01% |
| 30 Jun, 19 | 42,465,505 | -2.19% |
| 31 Mar, 19 | 43,415,517 | -2.72% |
| 31 Dec, 18 | 44,629,760 | 0.76% |
| 30 Sep, 18 | 44,294,046 | -0.27% |
| 30 Jun, 18 | 44,415,329 | 2.35% |
| 31 Mar, 18 | 43,393,715 | 1.69% |
| 31 Dec, 17 | 42,674,147 | 2.32% |
| 30 Sep, 17 | 41,707,691 | 0.22% |
| 30 Jun, 17 | 41,616,341 | 0.79% |
| 31 Mar, 17 | 41,290,126 | 1.35% |
| 31 Dec, 16 | 40,741,380 | -2.80% |
| 30 Sep, 16 | 41,913,638 | -0.32% |
| 30 Jun, 16 | 42,046,328 | -1.83% |
| 31 Mar, 16 | 42,830,945 | 10.66% |
| 31 Dec, 15 | 38,704,292 | -0.71% |
| 30 Sep, 15 | 38,982,220 | 4.47% |
| 30 Jun, 15 | 37,314,662 | 1.30% |
| 31 Mar, 15 | 36,836,587 | 16.92% |
| 31 Dec, 14 | 31,505,784 | 0.26% |
| 30 Sep, 14 | 31,423,421 | -0.84% |
| 30 Jun, 14 | 31,690,135 | 2.43% |
| 31 Mar, 14 | 30,937,619 | 3.95% |
| 31 Dec, 13 | 29,761,431 | 2.79% |
| 30 Sep, 13 | 28,952,977 | 17.93% |
| 30 Jun, 13 | 24,550,941 | 128.40% |
| 31 Mar, 13 | 10,749,133 | -12.91% |
| 31 Dec, 12 | 12,342,113 | 13.12% |
| 30 Sep, 12 | 10,910,199 | -12.86% |
| 30 Jun, 12 | 12,520,124 | 23.88% |
| 31 Mar, 12 | 10,106,358 | 27.51% |
| 31 Dec, 11 | 7,926,143 | 2.88% |
| 30 Sep, 11 | 7,704,614 | -16.34% |
| 30 Jun, 11 | 9,209,959 | 13.39% |
| 31 Mar, 11 | 8,122,577 | 32.66% |
| 31 Dec, 10 | 6,122,709 | -6.03% |
| 30 Sep, 10 | 6,515,546 | -1.28% |
| 30 Jun, 10 | 6,600,277 | 0.19% |
| 31 Mar, 10 | 6,587,804 | -13.55% |
| 31 Dec, 09 | 7,620,377 | 20.65% |
| 30 Sep, 09 | 6,315,891 | 7.96% |
| 30 Jun, 09 | 5,850,209 | -38.42% |
| 31 Mar, 09 | 9,499,450 | -22.07% |
| 31 Dec, 08 | 12,189,103 | 125.85% |
| 30 Sep, 08 | 5,397,038 | -2.97% |
| 30 Jun, 08 | 5,561,950 | 28.49% |
| 31 Mar, 08 | 4,328,610 | -90.72% |
| 31 Dec, 07 | 46,660,148 | 808.81% |
| 30 Sep, 07 | 5,134,221 | 6.67% |
| 30 Jun, 07 | 4,813,172 | 87.22% |
| 31 Mar, 07 | 2,570,891 | -32.72% |
| 31 Dec, 06 | 3,821,275 | 5.15% |
| 30 Sep, 06 | 3,634,066 | 4.98% |
| 30 Jun, 06 | 3,461,610 | 95.35% |
| 31 Mar, 06 | 1,772,039 | 9.37% |
| 31 Dec, 05 | 1,620,296 | 186.82% |
| 30 Sep, 05 | 564,914 | 5.56% |
| 30 Jun, 05 | 535,179 | -98.78% |
| 31 Mar, 05 | 43,822,164 | 4423.84% |
| 31 Dec, 04 | 968,693 | -4.36% |
| 30 Sep, 04 | 1,012,830 | -12.32% |
| 30 Jun, 04 | 1,155,181 | 21.89% |
| 31 Mar, 04 | 947,728 | -51.98% |
| 31 Dec, 03 | 1,973,695 | -23.18% |
| 30 Sep, 03 | 2,569,381 | -0.22% |
| 30 Jun, 03 | 2,574,920 | -0.96% |
| 31 Mar, 03 | 2,599,842 | -2.60% |
| 31 Dec, 02 | 2,669,106 | 3.56% |
| 30 Sep, 02 | 2,577,471 | -13.39% |
| 30 Jun, 02 | 2,976,058 | 7.89% |
| 31 Mar, 02 | 2,758,446 | 5.51% |
| 31 Dec, 01 | 2,614,340 | 5.83% |
| 30 Sep, 01 | 2,470,318 | -6.15% |
| 30 Jun, 01 | 2,632,182 | 12.30% |
| 31 Mar, 01 | 2,343,891 | -29.61% |
| 31 Dec, 00 | 3,330,028 | -4.30% |
| 30 Sep, 00 | 3,479,632 | -2.55% |
| 30 Jun, 00 | 3,570,574 | 1255.59% |
| 31 Mar, 00 | 263,396 | -73.61% |
| 31 Dec, 99 | 998,095 | 94.20% |
| 30 Sep, 99 | 513,947 | -37.85% |
| 30 Jun, 99 | 827,010 | -41.72% |
| 31 Mar, 99 | 1,419,005 | - |
UMB Financial (UMBF) has 33.98M shares outstanding as of 30 Jun 24, down -19.06% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 69.84% | 0.94% |
| 31 Mar, 24 | 86.28% | 1.11% |
| 31 Dec, 23 | 88.14% | 1.13% |
| 30 Sep, 23 | 88.30% | 1.04% |
| 30 Jun, 23 | 91.97% | 1.19% |
| 31 Mar, 23 | 87.91% | 1.13% |
| 31 Dec, 22 | 88.38% | 1.13% |
| 30 Sep, 22 | 88.34% | 1.12% |
| 30 Jun, 22 | 88.84% | 1.14% |
| 31 Mar, 22 | 88.16% | 1.15% |
| 31 Dec, 21 | 87.51% | 1.21% |
| 30 Sep, 21 | 84.89% | 1.15% |
| 30 Jun, 21 | 85.78% | 1.18% |
| 31 Mar, 21 | 85.19% | 1.19% |
| 31 Dec, 20 | 84.72% | 1.17% |
| 30 Sep, 20 | 84.99% | 1.16% |
| 30 Jun, 20 | 85.48% | 1.19% |
| 31 Mar, 20 | 84.59% | 1.13% |
| 31 Dec, 19 | 86.41% | 1.14% |
| 30 Sep, 19 | 87.01% | 1.15% |
| 30 Jun, 19 | 87.06% | 1.10% |
| 31 Mar, 19 | 89.13% | 1.09% |
| 31 Dec, 18 | 90.46% | 1.13% |
| 30 Sep, 18 | 89.53% | 1.11% |
| 30 Jun, 18 | 89.63% | 1.16% |
| 31 Mar, 18 | 87.80% | 1.17% |
| 31 Dec, 17 | 86.69% | 1.21% |
| 30 Sep, 17 | 84.63% | 1.19% |
| 30 Jun, 17 | 84.47% | 1.19% |
| 31 Mar, 17 | 84.08% | 1.21% |
| 31 Dec, 16 | 83.44% | 1.13% |
| 30 Sep, 16 | 85.80% | 1.15% |
| 30 Jun, 16 | 86.21% | 1.12% |
| 31 Mar, 16 | 87.85% | 1.30% |
| 31 Dec, 15 | 82.13% | 1.28% |
| 30 Sep, 15 | 80.25% | 1.23% |
| 30 Jun, 15 | 80.70% | 1.20% |
| 31 Mar, 15 | 81.86% | 1.66% |
| 31 Dec, 14 | 70.14% | 1.43% |
| 30 Sep, 14 | 70.00% | 1.40% |
| 30 Jun, 14 | 70.70% | 1.48% |
| 31 Mar, 14 | 69.15% | 1.55% |
| 31 Dec, 13 | 66.86% | 1.32% |
| 30 Sep, 13 | 71.14% | 1.89% |
| 30 Jun, 13 | 61.43% | 8.46% |
| 31 Mar, 13 | 26.95% | 2.84% |
| 31 Dec, 12 | 30.83% | 4.16% |
| 30 Sep, 12 | 27.22% | 2.78% |
| 30 Jun, 12 | 31.27% | 4.91% |
| 31 Mar, 12 | 25.25% | 6.44% |
| 31 Dec, 11 | 19.80% | 5.34% |
| 30 Sep, 11 | 19.25% | 3.65% |
| 30 Jun, 11 | 22.98% | 5.59% |
| 31 Mar, 11 | 20.27% | 8.68% |
| 31 Dec, 10 | 15.28% | 5.78% |
| 30 Sep, 10 | 16.26% | 5.99% |
| 30 Jun, 10 | 16.47% | 6.10% |
| 31 Mar, 10 | 16.43% | 4.60% |
| 31 Dec, 09 | 18.90% | 7.67% |
| 30 Sep, 09 | 15.70% | 7.48% |
| 30 Jun, 09 | 14.49% | 2.65% |
| 31 Mar, 09 | 23.40% | 2.60% |
| 31 Dec, 08 | 30.02% | 17.04% |
| 30 Sep, 08 | 13.27% | 7.09% |
| 30 Jun, 08 | 13.68% | 12.26% |
| 31 Mar, 08 | 10.56% | 0.08% |
| 31 Dec, 07 | 113.87% | 75.07% |
| 30 Sep, 07 | 12.32% | 9.31% |
| 30 Jun, 07 | 11.50% | 30.74% |
| 31 Mar, 07 | 6.12% | 7.40% |
| 31 Dec, 06 | 9.09% | 12.45% |
| 30 Sep, 06 | 8.54% | 12.99% |
| 30 Jun, 06 | 8.11% | 47.36% |
| 31 Mar, 06 | 4.14% | 28.90% |
| 31 Dec, 05 | 3.78% | 217.40% |
| 30 Sep, 05 | 1.32% | 86.25% |
| 30 Jun, 05 | 1.24% | 0.01% |
| 31 Mar, 05 | 101.27% | 2020.83% |
| 31 Dec, 04 | 2.24% | 40.97% |
| 30 Sep, 04 | 2.34% | 32.92% |
| 30 Jun, 04 | 2.66% | 55.82% |
| 31 Mar, 04 | 2.19% | 10.55% |
| 31 Dec, 03 | 4.55% | 13.04% |
| 30 Sep, 03 | 5.91% | 16.87% |
| 30 Jun, 03 | 5.92% | 16.82% |
| 31 Mar, 03 | 5.93% | 16.21% |
| 31 Dec, 02 | 6.05% | 17.73% |
| 30 Sep, 02 | 5.84% | 12.94% |
| 30 Jun, 02 | 6.72% | 17.32% |
| 31 Mar, 02 | 6.23% | 17.88% |
| 31 Dec, 01 | 5.90% | 18.92% |
| 30 Sep, 01 | 5.58% | 15.77% |
| 30 Jun, 01 | 5.95% | 23.83% |
| 31 Mar, 01 | 5.00% | 9.91% |
| 31 Dec, 00 | 7.10% | 11.62% |
| 30 Sep, 00 | 7.82% | 12.15% |
| 30 Jun, 00 | 8.02% | 2341.06% |
| 31 Mar, 00 | 0.59% | 11.90% |
| 31 Dec, 99 | 2.22% | 176.26% |
| 30 Sep, 99 | 1.12% | 34.62% |
| 30 Jun, 99 | 1.80% | 19.33% |
| 31 Mar, 99 | 3.05% | - |
As of 30 Jun 24, UMB Financial is held by 69.84% institutional shareholders, representing a 0.94% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 106 | -11.67% |
| 31 Mar, 24 | 120 | -11.11% |
| 31 Dec, 23 | 135 | 15.38% |
| 30 Sep, 23 | 117 | 8.33% |
| 30 Jun, 23 | 108 | -31.21% |
| 31 Mar, 23 | 157 | 18.05% |
| 31 Dec, 22 | 133 | -6.99% |
| 30 Sep, 22 | 143 | 16.26% |
| 30 Jun, 22 | 123 | 9.82% |
| 31 Mar, 22 | 112 | -8.94% |
| 31 Dec, 21 | 123 | 29.47% |
| 30 Sep, 21 | 95 | -1.04% |
| 30 Jun, 21 | 96 | -5.88% |
| 31 Mar, 21 | 102 | - |
| 31 Dec, 20 | 102 | 2.00% |
| 30 Sep, 20 | 100 | -4.76% |
| 30 Jun, 20 | 105 | 6.06% |
| 31 Mar, 20 | 99 | -10.81% |
| 31 Dec, 19 | 111 | 14.43% |
| 30 Sep, 19 | 97 | -14.16% |
| 30 Jun, 19 | 113 | 25.56% |
| 31 Mar, 19 | 90 | -14.29% |
| 31 Dec, 18 | 105 | 3.96% |
| 30 Sep, 18 | 101 | -13.68% |
| 30 Jun, 18 | 117 | - |
| 31 Mar, 18 | 117 | 14.71% |
| 31 Dec, 17 | 102 | 15.91% |
| 30 Sep, 17 | 88 | -21.43% |
| 30 Jun, 17 | 112 | -6.67% |
| 31 Mar, 17 | 120 | -5.51% |
| 31 Dec, 16 | 127 | 42.70% |
| 30 Sep, 16 | 89 | -8.25% |
| 30 Jun, 16 | 97 | 3.19% |
| 31 Mar, 16 | 94 | 13.25% |
| 31 Dec, 15 | 83 | -11.70% |
| 30 Sep, 15 | 94 | 5.62% |
| 30 Jun, 15 | 89 | -3.26% |
| 31 Mar, 15 | 92 | 22.67% |
| 31 Dec, 14 | 75 | 11.94% |
| 30 Sep, 14 | 67 | -11.84% |
| 30 Jun, 14 | 76 | 26.67% |
| 31 Mar, 14 | 60 | -34.07% |
| 31 Dec, 13 | 91 | -13.33% |
| 30 Sep, 13 | 105 | -11.02% |
| 30 Jun, 13 | 118 | 293.33% |
| 31 Mar, 13 | 30 | -6.25% |
| 31 Dec, 12 | 32 | - |
| 30 Sep, 12 | 32 | -8.57% |
| 30 Jun, 12 | 35 | 9.38% |
| 31 Mar, 12 | 32 | 14.29% |
| 31 Dec, 11 | 28 | 3.70% |
| 30 Sep, 11 | 27 | - |
| 30 Jun, 11 | 27 | -15.63% |
| 31 Mar, 11 | 32 | 60.00% |
| 31 Dec, 10 | 20 | -13.04% |
| 30 Sep, 10 | 23 | -11.54% |
| 30 Jun, 10 | 26 | - |
| 31 Mar, 10 | 26 | 4.00% |
| 31 Dec, 09 | 25 | -10.71% |
| 30 Sep, 09 | 28 | -12.50% |
| 30 Jun, 09 | 32 | -3.03% |
| 31 Mar, 09 | 33 | - |
| 31 Dec, 08 | 33 | 10.00% |
| 30 Sep, 08 | 30 | -16.67% |
| 30 Jun, 08 | 36 | 50.00% |
| 31 Mar, 08 | 24 | 4.35% |
| 31 Dec, 07 | 23 | 27.78% |
| 30 Sep, 07 | 18 | -5.26% |
| 30 Jun, 07 | 19 | 90.00% |
| 31 Mar, 07 | 10 | -44.44% |
| 31 Dec, 06 | 18 | 20.00% |
| 30 Sep, 06 | 15 | -37.50% |
| 30 Jun, 06 | 24 | 100.00% |
| 31 Mar, 06 | 12 | -14.29% |
| 31 Dec, 05 | 14 | 75.00% |
| 30 Sep, 05 | 8 | -33.33% |
| 30 Jun, 05 | 12 | 100.00% |
| 31 Mar, 05 | 6 | -25.00% |
| 31 Dec, 04 | 8 | 33.33% |
| 30 Sep, 04 | 6 | - |
| 30 Jun, 04 | 6 | -45.45% |
| 31 Mar, 04 | 11 | 37.50% |
| 31 Dec, 03 | 8 | 100.00% |
| 30 Sep, 03 | 4 | -20.00% |
| 30 Jun, 03 | 5 | -16.67% |
| 31 Mar, 03 | 6 | -25.00% |
| 31 Dec, 02 | 8 | 33.33% |
| 30 Sep, 02 | 6 | -33.33% |
| 30 Jun, 02 | 9 | - |
| 31 Mar, 02 | 9 | -10.00% |
| 31 Dec, 01 | 10 | 42.86% |
| 30 Sep, 01 | 7 | -12.50% |
| 30 Jun, 01 | 8 | 100.00% |
| 31 Mar, 01 | 4 | 33.33% |
| 31 Dec, 00 | 3 | 50.00% |
| 30 Sep, 00 | 2 | -77.78% |
| 30 Jun, 00 | 9 | 80.00% |
| 31 Mar, 00 | 5 | -37.50% |
| 31 Dec, 99 | 8 | 100.00% |
| 30 Sep, 99 | 4 | -63.64% |
| 30 Jun, 99 | 11 | 22.22% |
| 31 Mar, 99 | 9 | - |
106 institutional shareholders have increased their position in UMBF stock as of 30 Jun 24 compared to 120 in the previous quarter (a -11.67% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 55 | -42.71% |
| 31 Mar, 24 | 96 | 12.94% |
| 31 Dec, 23 | 85 | -5.56% |
| 30 Sep, 23 | 90 | 1.12% |
| 30 Jun, 23 | 89 | 21.92% |
| 31 Mar, 23 | 73 | -25.51% |
| 31 Dec, 22 | 98 | 11.36% |
| 30 Sep, 22 | 88 | -4.35% |
| 30 Jun, 22 | 92 | -8.91% |
| 31 Mar, 22 | 101 | 17.44% |
| 31 Dec, 21 | 86 | -20.37% |
| 30 Sep, 21 | 108 | 17.39% |
| 30 Jun, 21 | 92 | -5.15% |
| 31 Mar, 21 | 97 | -2.02% |
| 31 Dec, 20 | 99 | 30.26% |
| 30 Sep, 20 | 76 | -11.63% |
| 30 Jun, 20 | 86 | 13.16% |
| 31 Mar, 20 | 76 | - |
| 31 Dec, 19 | 76 | -6.17% |
| 30 Sep, 19 | 81 | 2.53% |
| 30 Jun, 19 | 79 | -3.66% |
| 31 Mar, 19 | 82 | 9.33% |
| 31 Dec, 18 | 75 | -2.60% |
| 30 Sep, 18 | 77 | 14.93% |
| 30 Jun, 18 | 67 | -1.47% |
| 31 Mar, 18 | 68 | -8.11% |
| 31 Dec, 17 | 74 | 12.12% |
| 30 Sep, 17 | 66 | -10.81% |
| 30 Jun, 17 | 74 | 2.78% |
| 31 Mar, 17 | 72 | - |
| 31 Dec, 16 | 72 | 24.14% |
| 30 Sep, 16 | 58 | 20.83% |
| 30 Jun, 16 | 48 | -2.04% |
| 31 Mar, 16 | 49 | -14.04% |
| 31 Dec, 15 | 57 | 26.67% |
| 30 Sep, 15 | 45 | -4.26% |
| 30 Jun, 15 | 47 | 17.50% |
| 31 Mar, 15 | 40 | -34.43% |
| 31 Dec, 14 | 61 | -4.69% |
| 30 Sep, 14 | 64 | 20.75% |
| 30 Jun, 14 | 53 | -10.17% |
| 31 Mar, 14 | 59 | 11.32% |
| 31 Dec, 13 | 53 | 39.47% |
| 30 Sep, 13 | 38 | 111.11% |
| 30 Jun, 13 | 18 | - |
| 31 Mar, 13 | 18 | -10.00% |
| 31 Dec, 12 | 20 | 33.33% |
| 30 Sep, 12 | 15 | -16.67% |
| 30 Jun, 12 | 18 | -10.00% |
| 31 Mar, 12 | 20 | 122.22% |
| 31 Dec, 11 | 9 | -25.00% |
| 30 Sep, 11 | 12 | -14.29% |
| 30 Jun, 11 | 14 | 55.56% |
| 31 Mar, 11 | 9 | -25.00% |
| 31 Dec, 10 | 12 | -25.00% |
| 30 Sep, 10 | 16 | 77.78% |
| 30 Jun, 10 | 9 | -40.00% |
| 31 Mar, 10 | 15 | - |
| 31 Dec, 09 | 15 | -11.76% |
| 30 Sep, 09 | 17 | 13.33% |
| 30 Jun, 09 | 15 | -16.67% |
| 31 Mar, 09 | 18 | 5.88% |
| 31 Dec, 08 | 17 | 21.43% |
| 30 Sep, 08 | 14 | 55.56% |
| 30 Jun, 08 | 9 | -18.18% |
| 31 Mar, 08 | 11 | 10.00% |
| 31 Dec, 07 | 10 | 42.86% |
| 30 Sep, 07 | 7 | 40.00% |
| 30 Jun, 07 | 5 | - |
| 31 Mar, 07 | 5 | -44.44% |
| 31 Dec, 06 | 9 | 80.00% |
| 30 Sep, 06 | 5 | - |
| 30 Jun, 06 | - | -100.00% |
| 31 Mar, 06 | 6 | 200.00% |
| 31 Dec, 05 | 2 | -60.00% |
| 30 Sep, 05 | 5 | 150.00% |
| 30 Jun, 05 | 2 | -60.00% |
| 31 Mar, 05 | 5 | 66.67% |
| 31 Dec, 04 | 3 | - |
| 30 Sep, 04 | 3 | -25.00% |
| 30 Jun, 04 | 4 | 100.00% |
| 31 Mar, 04 | 2 | -50.00% |
| 31 Dec, 03 | 4 | -42.86% |
| 30 Sep, 03 | 7 | 133.33% |
| 30 Jun, 03 | 3 | 50.00% |
| 31 Mar, 03 | 2 | -60.00% |
| 31 Dec, 02 | 5 | -16.67% |
| 30 Sep, 02 | 6 | - |
| 30 Jun, 02 | 6 | 20.00% |
| 31 Mar, 02 | 5 | 400.00% |
| 31 Dec, 01 | 1 | -50.00% |
| 30 Sep, 01 | 2 | -33.33% |
| 30 Jun, 01 | 3 | -62.50% |
| 31 Mar, 01 | 8 | 33.33% |
| 31 Dec, 00 | 6 | 50.00% |
| 30 Sep, 00 | 4 | 300.00% |
| 30 Jun, 00 | 1 | - |
| 31 Mar, 00 | - | -100.00% |
| 31 Dec, 99 | 2 | - |
| 30 Sep, 99 | 2 | 100.00% |
| 30 Jun, 99 | 1 | - |
| 31 Mar, 99 | - | - |
55 institutional shareholders have reduced their position in UMBF stock as of 30 Jun 24 compared to 96 in the previous quarter (a -42.71% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 196 | -27.94% | 33,984,693 | -19.06% | 69.84% | 0.94% | 106 | -11.67% | 55 | -42.71% |
| 31 Mar, 24 | 272 | 5.02% | 41,985,815 | -1.79% | 86.28% | 1.11% | 120 | -11.11% | 96 | 12.94% |
| 31 Dec, 23 | 259 | 5.71% | 42,749,006 | -0.23% | 88.14% | 1.13% | 135 | 15.38% | 85 | -5.56% |
| 30 Sep, 23 | 245 | 8.41% | 42,846,052 | -3.97% | 88.30% | 1.04% | 117 | 8.33% | 90 | 1.12% |
| 30 Jun, 23 | 226 | -15.99% | 44,616,541 | 4.79% | 91.97% | 1.19% | 108 | -31.21% | 89 | 21.92% |
| 31 Mar, 23 | 269 | 1.13% | 42,578,282 | -0.34% | 87.91% | 1.13% | 157 | 18.05% | 73 | -25.51% |
| 31 Dec, 22 | 266 | -0.75% | 42,725,493 | 0.13% | 88.38% | 1.13% | 133 | -6.99% | 98 | 11.36% |
| 30 Sep, 22 | 268 | 4.28% | 42,670,166 | -0.65% | 88.34% | 1.12% | 143 | 16.26% | 88 | -4.35% |
| 30 Jun, 22 | 257 | 3.21% | 42,950,110 | 0.64% | 88.84% | 1.14% | 123 | 9.82% | 92 | -8.91% |
| 31 Mar, 22 | 249 | -2.35% | 42,676,145 | 1.02% | 88.16% | 1.15% | 112 | -8.94% | 101 | 17.44% |
| 31 Dec, 21 | 255 | 7.14% | 42,244,667 | 3.00% | 87.51% | 1.21% | 123 | 29.47% | 86 | -20.37% |
| 30 Sep, 21 | 238 | 2.59% | 41,016,178 | -0.99% | 84.89% | 1.15% | 95 | -1.04% | 108 | 17.39% |
| 30 Jun, 21 | 232 | 1.31% | 41,428,115 | 1.11% | 85.78% | 1.18% | 96 | -5.88% | 92 | -5.15% |
| 31 Mar, 21 | 229 | -0.87% | 40,973,536 | 0.91% | 85.19% | 1.19% | 102 | - | 97 | -2.02% |
| 31 Dec, 20 | 231 | 7.94% | 40,605,332 | -0.35% | 84.72% | 1.17% | 102 | 2.00% | 99 | 30.26% |
| 30 Sep, 20 | 214 | -3.60% | 40,748,459 | -0.66% | 84.99% | 1.16% | 100 | -4.76% | 76 | -11.63% |
| 30 Jun, 20 | 222 | 4.23% | 41,021,107 | -0.41% | 85.48% | 1.19% | 105 | 6.06% | 86 | 13.16% |
| 31 Mar, 20 | 213 | -9.36% | 41,188,525 | -2.28% | 84.59% | 1.13% | 99 | -10.81% | 76 | - |
| 31 Dec, 19 | 235 | 1.29% | 42,148,104 | -0.74% | 86.41% | 1.14% | 111 | 14.43% | 76 | -6.17% |
| 30 Sep, 19 | 232 | -3.73% | 42,460,592 | -0.01% | 87.01% | 1.15% | 97 | -14.16% | 81 | 2.53% |
| 30 Jun, 19 | 241 | 13.15% | 42,465,505 | -2.19% | 87.06% | 1.10% | 113 | 25.56% | 79 | -3.66% |
| 31 Mar, 19 | 213 | -3.62% | 43,415,517 | -2.72% | 89.13% | 1.09% | 90 | -14.29% | 82 | 9.33% |
| 31 Dec, 18 | 221 | 6.25% | 44,629,760 | 0.76% | 90.46% | 1.13% | 105 | 3.96% | 75 | -2.60% |
| 30 Sep, 18 | 208 | -5.45% | 44,294,046 | -0.27% | 89.53% | 1.11% | 101 | -13.68% | 77 | 14.93% |
| 30 Jun, 18 | 220 | -4.35% | 44,415,329 | 2.35% | 89.63% | 1.16% | 117 | - | 67 | -1.47% |
| 31 Mar, 18 | 230 | 11.11% | 43,393,715 | 1.69% | 87.80% | 1.17% | 117 | 14.71% | 68 | -8.11% |
| 31 Dec, 17 | 207 | 7.25% | 42,674,147 | 2.32% | 86.69% | 1.21% | 102 | 15.91% | 74 | 12.12% |
| 30 Sep, 17 | 193 | -7.66% | 41,707,691 | 0.22% | 84.63% | 1.19% | 88 | -21.43% | 66 | -10.81% |
| 30 Jun, 17 | 209 | -5.43% | 41,616,341 | 0.79% | 84.47% | 1.19% | 112 | -6.67% | 74 | 2.78% |
| 31 Mar, 17 | 221 | -2.64% | 41,290,126 | 1.35% | 84.08% | 1.21% | 120 | -5.51% | 72 | - |
| 31 Dec, 16 | 227 | 28.25% | 40,741,380 | -2.80% | 83.44% | 1.13% | 127 | 42.70% | 72 | 24.14% |
| 30 Sep, 16 | 177 | - | 41,913,638 | -0.32% | 85.80% | 1.15% | 89 | -8.25% | 58 | 20.83% |
| 30 Jun, 16 | 177 | 5.99% | 42,046,328 | -1.83% | 86.21% | 1.12% | 97 | 3.19% | 48 | -2.04% |
| 31 Mar, 16 | 167 | -1.76% | 42,830,945 | 10.66% | 87.85% | 1.30% | 94 | 13.25% | 49 | -14.04% |
| 31 Dec, 15 | 170 | 2.41% | 38,704,292 | -0.71% | 82.13% | 1.28% | 83 | -11.70% | 57 | 26.67% |
| 30 Sep, 15 | 166 | -2.92% | 38,982,220 | 4.47% | 80.25% | 1.23% | 94 | 5.62% | 45 | -4.26% |
| 30 Jun, 15 | 171 | -0.58% | 37,314,662 | 1.30% | 80.70% | 1.20% | 89 | -3.26% | 47 | 17.50% |
| 31 Mar, 15 | 172 | 1.18% | 36,836,587 | 16.92% | 81.86% | 1.66% | 92 | 22.67% | 40 | -34.43% |
| 31 Dec, 14 | 170 | 0.59% | 31,505,784 | 0.26% | 70.14% | 1.43% | 75 | 11.94% | 61 | -4.69% |
| 30 Sep, 14 | 169 | 2.42% | 31,423,421 | -0.84% | 70.00% | 1.40% | 67 | -11.84% | 64 | 20.75% |
| 30 Jun, 14 | 165 | 5.77% | 31,690,135 | 2.43% | 70.70% | 1.48% | 76 | 26.67% | 53 | -10.17% |
| 31 Mar, 14 | 156 | -7.69% | 30,937,619 | 3.95% | 69.15% | 1.55% | 60 | -34.07% | 59 | 11.32% |
| 31 Dec, 13 | 169 | - | 29,761,431 | 2.79% | 66.86% | 1.32% | 91 | -13.33% | 53 | 39.47% |
| 30 Sep, 13 | 169 | 9.74% | 28,952,977 | 17.93% | 71.14% | 1.89% | 105 | -11.02% | 38 | 111.11% |
| 30 Jun, 13 | 154 | 152.46% | 24,550,941 | 128.40% | 61.43% | 8.46% | 118 | 293.33% | 18 | - |
| 31 Mar, 13 | 61 | -6.15% | 10,749,133 | -12.91% | 26.95% | 2.84% | 30 | -6.25% | 18 | -10.00% |
| 31 Dec, 12 | 65 | 3.17% | 12,342,113 | 13.12% | 30.83% | 4.16% | 32 | - | 20 | 33.33% |
| 30 Sep, 12 | 63 | -8.70% | 10,910,199 | -12.86% | 27.22% | 2.78% | 32 | -8.57% | 15 | -16.67% |
| 30 Jun, 12 | 69 | 11.29% | 12,520,124 | 23.88% | 31.27% | 4.91% | 35 | 9.38% | 18 | -10.00% |
| 31 Mar, 12 | 62 | 19.23% | 10,106,358 | 27.51% | 25.25% | 6.44% | 32 | 14.29% | 20 | 122.22% |
| 31 Dec, 11 | 52 | -3.70% | 7,926,143 | 2.88% | 19.80% | 5.34% | 28 | 3.70% | 9 | -25.00% |
| 30 Sep, 11 | 54 | - | 7,704,614 | -16.34% | 19.25% | 3.65% | 27 | - | 12 | -14.29% |
| 30 Jun, 11 | 54 | - | 9,209,959 | 13.39% | 22.98% | 5.59% | 27 | -15.63% | 14 | 55.56% |
| 31 Mar, 11 | 54 | 28.57% | 8,122,577 | 32.66% | 20.27% | 8.68% | 32 | 60.00% | 9 | -25.00% |
| 31 Dec, 10 | 42 | -12.50% | 6,122,709 | -6.03% | 15.28% | 5.78% | 20 | -13.04% | 12 | -25.00% |
| 30 Sep, 10 | 48 | 4.35% | 6,515,546 | -1.28% | 16.26% | 5.99% | 23 | -11.54% | 16 | 77.78% |
| 30 Jun, 10 | 46 | -9.80% | 6,600,277 | 0.19% | 16.47% | 6.10% | 26 | - | 9 | -40.00% |
| 31 Mar, 10 | 51 | 6.25% | 6,587,804 | -13.55% | 16.43% | 4.60% | 26 | 4.00% | 15 | - |
| 31 Dec, 09 | 48 | -7.69% | 7,620,377 | 20.65% | 18.90% | 7.67% | 25 | -10.71% | 15 | -11.76% |
| 30 Sep, 09 | 52 | -5.45% | 6,315,891 | 7.96% | 15.70% | 7.48% | 28 | -12.50% | 17 | 13.33% |
| 30 Jun, 09 | 55 | -5.17% | 5,850,209 | -38.42% | 14.49% | 2.65% | 32 | -3.03% | 15 | -16.67% |
| 31 Mar, 09 | 58 | 7.41% | 9,499,450 | -22.07% | 23.40% | 2.60% | 33 | - | 18 | 5.88% |
| 31 Dec, 08 | 54 | 5.88% | 12,189,103 | 125.85% | 30.02% | 17.04% | 33 | 10.00% | 17 | 21.43% |
| 30 Sep, 08 | 51 | 4.08% | 5,397,038 | -2.97% | 13.27% | 7.09% | 30 | -16.67% | 14 | 55.56% |
| 30 Jun, 08 | 49 | 28.95% | 5,561,950 | 28.49% | 13.68% | 12.26% | 36 | 50.00% | 9 | -18.18% |
| 31 Mar, 08 | 38 | 5.56% | 4,328,610 | -90.72% | 10.56% | 0.08% | 24 | 4.35% | 11 | 10.00% |
| 31 Dec, 07 | 36 | 28.57% | 46,660,148 | 808.81% | 113.87% | 75.07% | 23 | 27.78% | 10 | 42.86% |
| 30 Sep, 07 | 28 | -3.45% | 5,134,221 | 6.67% | 12.32% | 9.31% | 18 | -5.26% | 7 | 40.00% |
| 30 Jun, 07 | 29 | 26.09% | 4,813,172 | 87.22% | 11.50% | 30.74% | 19 | 90.00% | 5 | - |
| 31 Mar, 07 | 23 | -30.30% | 2,570,891 | -32.72% | 6.12% | 7.40% | 10 | -44.44% | 5 | -44.44% |
| 31 Dec, 06 | 33 | 17.86% | 3,821,275 | 5.15% | 9.09% | 12.45% | 18 | 20.00% | 9 | 80.00% |
| 30 Sep, 06 | 28 | 16.67% | 3,634,066 | 4.98% | 8.54% | 12.99% | 15 | -37.50% | 5 | - |
| 30 Jun, 06 | 24 | 14.29% | 3,461,610 | 95.35% | 8.11% | 47.36% | 24 | 100.00% | - | -100.00% |
| 31 Mar, 06 | 21 | 10.53% | 1,772,039 | 9.37% | 4.14% | 28.90% | 12 | -14.29% | 6 | 200.00% |
| 31 Dec, 05 | 19 | 35.71% | 1,620,296 | 186.82% | 3.78% | 217.40% | 14 | 75.00% | 2 | -60.00% |
| 30 Sep, 05 | 14 | -6.67% | 564,914 | 5.56% | 1.32% | 86.25% | 8 | -33.33% | 5 | 150.00% |
| 30 Jun, 05 | 15 | 7.14% | 535,179 | -98.78% | 1.24% | 0.01% | 12 | 100.00% | 2 | -60.00% |
| 31 Mar, 05 | 14 | - | 43,822,164 | 4423.84% | 101.27% | 2020.83% | 6 | -25.00% | 5 | 66.67% |
| 31 Dec, 04 | 14 | 27.27% | 968,693 | -4.36% | 2.24% | 40.97% | 8 | 33.33% | 3 | - |
| 30 Sep, 04 | 11 | -8.33% | 1,012,830 | -12.32% | 2.34% | 32.92% | 6 | - | 3 | -25.00% |
| 30 Jun, 04 | 12 | -20.00% | 1,155,181 | 21.89% | 2.66% | 55.82% | 6 | -45.45% | 4 | 100.00% |
| 31 Mar, 04 | 15 | - | 947,728 | -51.98% | 2.19% | 10.55% | 11 | 37.50% | 2 | -50.00% |
| 31 Dec, 03 | 15 | 7.14% | 1,973,695 | -23.18% | 4.55% | 13.04% | 8 | 100.00% | 4 | -42.86% |
| 30 Sep, 03 | 14 | 16.67% | 2,569,381 | -0.22% | 5.91% | 16.87% | 4 | -20.00% | 7 | 133.33% |
| 30 Jun, 03 | 12 | - | 2,574,920 | -0.96% | 5.92% | 16.82% | 5 | -16.67% | 3 | 50.00% |
| 31 Mar, 03 | 12 | -29.41% | 2,599,842 | -2.60% | 5.93% | 16.21% | 6 | -25.00% | 2 | -60.00% |
| 31 Dec, 02 | 17 | 13.33% | 2,669,106 | 3.56% | 6.05% | 17.73% | 8 | 33.33% | 5 | -16.67% |
| 30 Sep, 02 | 15 | -21.05% | 2,577,471 | -13.39% | 5.84% | 12.94% | 6 | -33.33% | 6 | - |
| 30 Jun, 02 | 19 | 18.75% | 2,976,058 | 7.89% | 6.72% | 17.32% | 9 | - | 6 | 20.00% |
| 31 Mar, 02 | 16 | 45.45% | 2,758,446 | 5.51% | 6.23% | 17.88% | 9 | -10.00% | 5 | 400.00% |
| 31 Dec, 01 | 11 | -15.38% | 2,614,340 | 5.83% | 5.90% | 18.92% | 10 | 42.86% | 1 | -50.00% |
| 30 Sep, 01 | 13 | - | 2,470,318 | -6.15% | 5.58% | 15.77% | 7 | -12.50% | 2 | -33.33% |
| 30 Jun, 01 | 13 | -7.14% | 2,632,182 | 12.30% | 5.95% | 23.83% | 8 | 100.00% | 3 | -62.50% |
| 31 Mar, 01 | 14 | 7.69% | 2,343,891 | -29.61% | 5.00% | 9.91% | 4 | 33.33% | 8 | 33.33% |
| 31 Dec, 00 | 13 | - | 3,330,028 | -4.30% | 7.10% | 11.62% | 3 | 50.00% | 6 | 50.00% |
| 30 Sep, 00 | 13 | 8.33% | 3,479,632 | -2.55% | 7.82% | 12.15% | 2 | -77.78% | 4 | 300.00% |
| 30 Jun, 00 | 12 | 71.43% | 3,570,574 | 1255.59% | 8.02% | 2341.06% | 9 | 80.00% | 1 | - |
| 31 Mar, 00 | 7 | -30.00% | 263,396 | -73.61% | 0.59% | 11.90% | 5 | -37.50% | - | -100.00% |
| 31 Dec, 99 | 10 | 11.11% | 998,095 | 94.20% | 2.22% | 176.26% | 8 | 100.00% | 2 | - |
| 30 Sep, 99 | 9 | -30.77% | 513,947 | -37.85% | 1.12% | 34.62% | 4 | -63.64% | 2 | 100.00% |
| 30 Jun, 99 | 13 | 44.44% | 827,010 | -41.72% | 1.80% | 19.33% | 11 | 22.22% | 1 | - |
| 31 Mar, 99 | 9 | - | 1,419,005 | - | 3.05% | - | 9 | - | - | - |
UMB Financial Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of UMB Financial's stock was made by King Stacy H on Aug 15 2024, selling 300 shares at $96.21 per share (valued at $28.86K).
UMB Financial Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2025 | - | 1 | - |
| Q3 2024 | 4 | 275 | 1.45% |
| Q2 2024 | - | 172 | - |
| Q1 2024 | 41 | 177 | 23.16% |
| Q4 2023 | 6 | 257 | 2.33% |
| Q3 2023 | 2 | 256 | 0.78% |
| Q2 2023 | 5 | 1 | 500.00% |
| Q1 2023 | 47 | 332 | 14.16% |
| Q4 2022 | 6 | 68 | 8.82% |
| Q3 2022 | 9 | 6 | 150.00% |
| Q2 2022 | 2 | - | - |
| Q1 2022 | 39 | 160 | 24.38% |
| Q4 2021 | 7 | 231 | 3.03% |
| Q3 2021 | 2 | 26 | 7.69% |
| Q2 2021 | 7 | 169 | 4.14% |
| Q1 2021 | 82 | 751 | 10.92% |
| Q4 2020 | 8 | 170 | 4.71% |
| Q3 2020 | 3 | 9 | 33.33% |
| Q2 2020 | 2 | 3 | 66.67% |
| Q1 2020 | 27 | 169 | 15.98% |
0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by UMB Financial's insiders, as of Q1 2025.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2025 | - | - | - |
| Q3 2024 | 2 | 268 | 0.75% |
| Q2 2024 | - | 171 | - |
| Q1 2024 | 2 | 111 | 1.80% |
| Q4 2023 | 2 | 190 | 1.05% |
| Q3 2023 | 2 | 250 | 0.80% |
| Q2 2023 | 5 | - | - |
| Q1 2023 | 7 | 276 | 2.54% |
| Q4 2022 | 4 | 64 | 6.25% |
| Q3 2022 | 2 | 6 | 33.33% |
| Q2 2022 | 2 | - | - |
| Q1 2022 | 3 | 109 | 2.75% |
| Q4 2021 | 3 | 224 | 1.34% |
| Q3 2021 | 2 | 26 | 7.69% |
| Q2 2021 | 3 | 160 | 1.88% |
| Q1 2021 | 2 | 660 | 0.30% |
| Q4 2020 | 2 | 164 | 1.22% |
| Q3 2020 | 2 | 9 | 22.22% |
| Q2 2020 | 2 | - | - |
| Q1 2020 | 2 | 110 | 1.82% |
As of Q1 2025, Insider owners conducted 0 open market buy trades and 0 open market sell trades of UMB Financial's stocks.
UMB Financial Peer Ownership
| Ticker | Company |
|---|---|
| CTBI | Community Trust Bancorp, Inc. |
| IBTX | Independent Bank Group, Inc. |
| CBU | Community Bank System, Inc. |
| BOKF | BOK Financial Corporation |
| SASR | Sandy Spring Bancorp, Inc. |
| CBSH | Commerce Bancshares, Inc. |
| HTH | Hilltop Holdings Inc. |
| BFST | Business First Bancshares, Inc. |
| WABC | Westamerica Bancorporation |
| EQBK | Equity Bancshares, Inc. |
| IBCP | Independent Bank Corporation |
| CFR | Cullen/Frost Bankers, Inc. |
| BANF | BancFirst Corporation |
| TRMK | Trustmark Corporation |
| FFIN | First Financial Bankshares, Inc. |
UMBF Ownership FAQ
Who Owns UMB Financial?
UMB Financial is owned by institutional shareholders (69.84%), insiders (8.86%), and public (21.30%). The largest institutional shareholder of UMB Financial is BLACKROCK INC. (12.27% of total shares) and the top mutual fund owner is CALDWELL & ORKIN FUNDS INC (1.10% of total shares).
Who are the major institutional shareholders of UMB Financial?
UMB Financial's major institutional shareholders are BLACKROCK INC., UMB BANK, N.A., VANGUARD GROUP INC, STATE STREET CORP, and WELLINGTON MANAGEMENT GROUP LLP. The top five shareholders own together 43.18% of the company's share outstanding.
How many UMB Financial shareholders are there?
As of Jun 2024, there are 196 institutional shareholders of UMB Financial.
What percentage of UMB Financial is owned by BLACKROCK INC?
BLACKROCK INC owns 5.97M shares of UMB Financial, representing 12.27% of the company's total shares outstanding, valued at $498.29M (as of Jun 2024).
What percentage of UMB Financial is owned by UMB BANK, N.A?
As of Jun 2024, UMB BANK, N.A holds 5.12M shares of UMB Financial (UMBF), compromising 10.51% of the company, valued at $426.75M.
What percentage of UMB Financial is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of UMB Financial. The company owns 4.49M of the company's shares outstanding (worth $374.92M).