Ranked by reported Q2 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. | 10.2M | $1.46B | +9.3% | 13.445% | 0.02% |
| 2 | UMB Bank, n.a. | 4.7M | $667.4M | -1.0% | 6.153% | 8.45% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | $601.5M | +1.9% | 5.545% | 0.03% |
| 4 | STATE STREET CORP | 4.1M | $591.8M | +3.8% | 5.440% | 0.01% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | $446.9M | +0.9% | 4.120% | 0.01% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3.0M | $432.7M | +4.2% | 3.989% | 0.08% |
| 7 | FMR LLC | 2.7M | $381.4M | +10.3% | 3.516% | 0.02% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $294.8M | +6.0% | 2.718% | 0.02% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 1.7M | $240.9M | -37.7% | 2.221% | 0.04% |
| 10 | Neuberger Berman Group LLC | 1.6M | $223.0M | -8.1% | 2.056% | 0.07% |
| 11 | EARNEST PARTNERS LLC | 1.2M | $177.4M | -2.8% | 1.635% | 0.64% |
| 12 | GOLDMAN SACHS GROUP INC | 1.2M | $177.3M | +38.6% | 1.634% | 0.02% |
| 13 | Allspring Global Investments Holdings, LLC | 1.1M | $166.9M | -15.6% | 1.508% | 0.26% |
| 14 | AMERICAN CENTURY COMPANIES INC | 1.0M | $149.3M | -22.3% | 1.377% | 0.07% |
| 15 | ALLIANCEBERNSTEIN L.P. | 1.3M | $146.7M | +6.6% | 1.712% | 0.05% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 965K | $137.7M | -0.2% | 1.270% | 0.02% |
| 17 | CITADEL ADVISORS LLC | 949K | $135.5M | -11.9% | 1.250% | 0.01% |
| 18 | MORGAN STANLEY | 939K | $134.1M | -6.7% | 1.236% | 0.01% |
| 19 | NORTHERN TRUST CORP | 927K | $132.3M | +5.3% | 1.220% | 0.02% |
| 20 | FIRST TRUST ADVISORS LP | 915K | $130.6M | +1.7% | 1.204% | 0.08% |
| 21 | BANK OF AMERICA CORP /DE/ | 905K | $129.2M | +30.1% | 1.191% | 0.01% |
| 22 | VICTORY CAPITAL MANAGEMENT INC | 900K | $128.5M | -8.0% | 1.185% | 0.07% |
| 23 | Nuveen, LLC | 764K | $109.0M | +16.4% | 1.005% | 0.03% |
| 24 | NORGES BANK | 705K | $100.7M | β | 0.928% | 0.01% |
| 25 | Clearbridge Investments, LLC | 700K | $99.9M | +7.7% | 0.921% | 0.08% |
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 Q2 2026, grouped by how each filer changed its position.
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 485 | +7.8% | 95.98% | +4.06 pp | $10.06B | +32% |
| Q1 2026 | 450 | +11% | 91.92% | 1.40 pp | $7.62B | 4.2% |
| Q4 2025 | 406 | +3.0% | 93.32% | +2.16 pp | $7.96B | 0.7% |
| Q3 2025 | 394 | 3.0% | 91.16% | +0.65 pp | $8.02B | +14% |
| Q2 2025 | 406 | 0.2% | 90.51% | +6.04 pp | $7.04B | +11% |
| Q1 2025 | 407 | +17% | 84.47% | 15.94 pp | $6.31B | +17% |
| Q4 2024 | 347 | +8.8% | 100.41% | +2.77 pp | $5.39B | +10% |
| Q3 2024 | 319 | β | 97.64% | β | $4.89B | 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 Q2 2026 13F filings, institutional ownership of UMB Financial Corporation stands at 96.0%, held across 485 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UMBF, with approximately 10,215,651 shares worth $1.46B as of Q2 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 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
75 institutions opened new positions in UMBF during Q2 2026, while 48 fully exited. 347 added to existing positions and 44 trimmed.
UMBF institutional ownership rose by 4.06 percentage points quarter-over-quarter, with a net change of +35 holders.
The top 10 institutions account for 53.1% of all reported 13F value in UMBF, and the top 25 account for 73.5%.
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