Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UMBF held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9.3M | $1.05B | +2.5% | 12.273% | 0.02% |
| 2 | UMB BANK N A/MO | 4.7M | $532.8M | -1.8% | 6.204% | 7.44% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $466.5M | β | 5.433% | 0.02% |
| 4 | STATE STREET CORP | 4.0M | $450.8M | -4.8% | 5.229% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $349.8M | β | 4.073% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2.9M | $328.2M | +1.9% | 3.822% | 0.07% |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 2.7M | $305.3M | +4.5% | 3.556% | 0.06% |
| 8 | FMR LLC | 2.4M | $273.2M | -8.1% | 3.182% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.9M | $219.7M | +2.1% | 2.558% | 0.01% |
| 10 | Neuberger Berman Group LLC | 1.7M | $191.7M | -2.5% | 2.232% | 0.15% |
| 11 | Allspring Global Investments Holdings, LLC | 1.4M | $155.6M | -17.8% | 1.783% | 0.26% |
| 12 | AMERICAN CENTURY COMPANIES INC | 1.3M | $151.8M | -10.9% | 1.768% | 0.08% |
| 13 | EARNEST PARTNERS LLC | 1.3M | $144.1M | -2.2% | 1.678% | 0.59% |
| 14 | ALLIANCEBERNSTEIN L.P. | 1.2M | $140.3M | -15.4% | 1.602% | 0.05% |
| 15 | CITADEL ADVISORS LLC | 1.1M | $121.6M | -13.2% | 1.416% | 0.06% |
| 16 | MORGAN STANLEY | 1.0M | $113.6M | +23.3% | 1.323% | 0.01% |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 979K | $110.4M | -11.2% | 1.286% | 0.07% |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 967K | $109.0M | +0.6% | 1.270% | 0.02% |
| 19 | FIRST TRUST ADVISORS LP | 899K | $101.4M | +12.0% | 1.181% | 0.07% |
| 20 | GOLDMAN SACHS GROUP INC | 896K | $101.1M | +11.1% | 1.177% | 0.01% |
| 21 | NORTHERN TRUST CORP | 880K | $99.3M | +3.2% | 1.156% | 0.01% |
| 22 | PRINCIPAL FINANCIAL GROUP INC | 713K | $80.4M | -1.9% | 0.936% | 0.04% |
| 23 | BANK OF AMERICA CORP /DE/ | 695K | $78.4M | +7.0% | 0.913% | 0.01% |
| 24 | Global Alpha Capital Management Ltd. | 659K | $74.3M | +4.2% | 0.865% | 4.47% |
| 25 | Nuveen, LLC | 656K | $74.0M | -17.0% | 0.862% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in UMBF β a direct measure of their conviction.
Filings activity in UMBF during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new UMBF position in Q1 2026
Institutions that fully closed their UMBF position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 440 | +8.6% | 73.55% | 3.64 pp | $7.58B | 4.7% |
| Q4 2025 | 405 | +2.8% | 77.19% | 0.58 pp | $7.96B | 0.7% |
| Q3 2025 | 394 | 3.0% | 77.77% | +9.47 pp | $8.02B | +14% |
| Q2 2025 | 406 | 0.2% | 68.30% | +7.04 pp | $7.04B | +11% |
| Q1 2025 | 407 | +17% | 61.26% | +8.99 pp | $6.31B | +17% |
| Q4 2024 | 347 | +8.8% | 52.27% | +4.85 pp | $5.39B | +10% |
| Q3 2024 | 319 | +9.6% | 47.42% | 10.45 pp | $4.89B | 18% |
| Q2 2024 | 291 | β | 57.87% | β | $5.96B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UMBF stock.
Based on Q1 2026 13F filings, institutional ownership of UMB Financial Corporation stands at 73.6%, held across 440 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UMBF, with approximately 9,344,467 shares worth $1.05B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of UMBF, including CITADEL ADVISORS LLC.
Our composite Smart Money Score for UMBF is 48 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
75 institutions opened new positions in UMBF during Q1 2026, while 40 fully exited. 125 added to existing positions and 236 trimmed.
UMBF institutional ownership fell by 3.64 percentage points quarter-over-quarter, with a net change of +35 holders.
The top 10 institutions account for 55.0% of all reported 13F value in UMBF, and the top 25 account for 76.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
UMB Financial Corporation (UMBF) Institutional Ownership