UMB Financial Ownership | Who Owns UMB Financial?

Overview Forecast RevenueFinancials Chart Transcripts

UMB Financial Ownership Summary

UMB Financial is owned by 97.38% institutional investors, 5.84% insiders. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.41% of UMBF shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.06% of its assets in UMB Financial shares.

UMBF Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UMB Financial	97.38%	5.84%	-3.22%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	6.05M	12.41%	$682.94M
Blackrock	5.97M	12.27%	$498.29M
Vanguard group	4.76M	9.76%	$537.49M
Umb bank, n.a.	4.41M	9.04%	$497.58M
State street	2.83M	5.81%	$237.08M
Wellington management group llp	2.02M	4.14%	$228.12M
American century companies	1.91M	3.91%	$215.27M
Allspring global investments	1.74M	3.56%	$194.38M
Dimensional fund advisors lp	1.52M	3.11%	$170.99M
Victory capital management	1.45M	2.97%	$163.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Umb bank, n.a.	4.41M	7.87%	$497.58M
Gator capital management	100.47K	4.27%	$11.34M
Global alpha capital management	422.02K	3.46%	$47.63M
Neumeier poma investment counsel	313.12K	3.43%	$35.34M
Third avenue management	102.80K	2.24%	$11.60M
Tributary capital management	199.65K	1.74%	$22.53M
Formula growth	42.10K	1.61%	$4.75M
Azora capital lp	411.94K	1.58%	$34.36M
Maltese capital management	74.80K	1.29%	$8.44M
Systematic financial management lp	325.24K	0.93%	$36.71M

Top Buyers

Holder	Shares	% Assets	Change
Neuberger berman group	449.99K	0.04%	446.45K
Goldman sachs group	1.01M	0.02%	431.44K
Azora capital lp	411.94K	1.58%	411.94K
Adage capital partners gp	301.71K	0.06%	225.91K
Point72 asset management	176.63K	0.04%	175.83K

Top Sellers

Holder	Shares	% Assets	Change
Umb bank, n.a.	4.41M	7.87%	-290.78K
Victory capital management	1.45M	0.16%	-179.37K
Fmr	790.53K	0.01%	-159.16K
Allspring global investments	1.74M	0.31%	-144.96K
Kodai capital management lp	-	-	-137.87K

New Positions

Holder	Shares	% Assets	Change	Value
Azora capital lp	411.94K	1.58%	411.94K	$34.36M
Norges bank	140.31K	0.00%	140.31K	$15.84M
Raymond james financial	100.63K	0.00%	100.63K	$11.36M
Weiss asset management lp	85.28K	0.20%	85.28K	$9.62M
Formula growth	42.10K	1.61%	42.10K	$4.75M

Sold Out

Holder	Change
Clear point advisors	-1.00
Claris advisors, llc / mo /	-4.00
Horizon investments	-14.00
Nbc securities	-20.00
Concord wealth partners	-25.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2024	328	1.55%	47,495,991	-4.77%	97	0.93%	175	10.06%	106	-4.50%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	2.22M	3.06%	3.91K
Vanguard Total Stock Mkt Idx Inv	1.93M	2.66%	635.14K
iShares Russell 2000 ETF	1.82M	2.50%	-15.73K
Vanguard Small Cap Index	1.57M	2.16%	257.01K
Allspring Special Small Cap Value A	1.41M	1.95%	-
Vanguard US Total Market Shares ETF	1.30M	1.79%	69.88K
Victory Small Cap Value CIT (Net 75)	855.00K	1.75%	-105.00K
Victory Sycamore Small Company Opp R	855.00K	1.75%	-105.00K
American Century U.S. Small Cap Value	850.00K	1.74%	-75.00K
American Century Small Cap Value Inv	850.00K	1.74%	-75.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Mar 07, 2025	Newton Nikki Farentino	President, Private Wealth Mgmt	Sell	$63.47K
Mar 07, 2025	Newton Nikki Farentino	President, Private Wealth Mgmt	Sell	$38.96K
Mar 03, 2025	Peterman Tamara	-	Buy	$19.69K
Mar 03, 2025	GRAVES GREG M	-	Buy	$28.12K
Feb 21, 2025	KEMPER J MARINER	Chairman and CEO	Sell	$65.44K

Insider Transactions Trends

Date	Buy	Sell
2025 Q1	2	3
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 97.38%, followed by 5.84% insiders and -3.22% retail investors. The average institutional ownership in UMB Financial's industry, Regional Banks Stocks, is 42.21%, which UMB Financial exceeds.

Who owns the most shares of UMB Financial?

UMB Financial’s largest shareholders are Blackrock funding, inc. /de (6.05M shares, 12.41%), Blackrock (5.97M shares, 12.27%), and Vanguard group (4.76M shares, 9.76%). Together, they hold 34.45% 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 7.87% of its assets in 4.41M UMB Financial shares, valued at 497.58M$.

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

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of UMB Financial shares, with 3.06% of its total shares outstanding invested in 2.22M 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