UMBF UMB Financial Corporation
UMB Financial Corporation (UMBF) Institutional Ownership
What the institutions did with UMBF last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| UMB Bank, n.a. | 4.6M | 22.3% |
| DIMENSIONAL FUND ADVISORS LP | 3.2M | 15.3% |
| FMR LLC | 3.0M | 14.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.1M | 10.0% |
| Nuveen, LLC | 801.1K | 3.9% |
| Allspring Global Investments Holdings, LLC | 752.0K | 3.6% |
| PRINCIPAL FINANCIAL GROUP INC | 634.6K | 3.1% |
| Bank of New York Mellon Corp | 539.9K | 2.6% |
| Boston Trust Walden Corp | 441.5K | 2.1% |
| EMERALD ADVISERS, LLC | 378.2K | 1.8% |
| CONGRESS ASSET MANAGEMENT CO | 365.2K | 1.8% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 248.0K | 1.2% |
| Fisher Asset Management, LLC | 221.4K | 1.1% |
| ProShare Advisors LLC | 204.2K | 1.0% |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 170.4K | 0.8% |
| BANK OF MONTREAL /CAN/ | 156.7K | 0.8% |
| Creative Planning | 154.9K | 0.7% |
| BARCLAYS PLC | 135.3K | 0.7% |
| STRS OHIO | 127.2K | 0.6% |
| NFJ INVESTMENT GROUP, LLC | 100.2K | 0.5% |
| Ceredex Value Advisors LLC | 92.3K | 0.4% |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 91.6K | 0.4% |
| Handelsbanken Fonder AB | 91.4K | 0.4% |
| DEUTSCHE BANK AG\ | 88.5K | 0.4% |
| BESSEMER GROUP INC | 79.4K | 0.4% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Allspring Global Investments Holdings, LLC | Reduced | 1.1M | 752.0K | -394.0K |
| FMR LLC | Increased | 2.7M | 3.0M | +342.1K |
| Boston Trust Walden Corp | Increased | 197.9K | 441.5K | +243.7K |
| NFJ INVESTMENT GROUP, LLC | Reduced | 329.4K | 100.2K | -229.2K |
| BANK OF MONTREAL /CAN/ | Increased | 7.6K | 156.7K | +149.1K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 3.0M | 3.2M | +139.1K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 105.8K | 2.1K | -103.7K |
| Handelsbanken Fonder AB | Reduced | 176.8K | 91.4K | -85.4K |
| BARCLAYS PLC | Increased | 50.9K | 135.3K | +84.4K |
| PICTON MAHONEY ASSET MANAGEMENT | Increased | 16.4K | 78.8K | +62.4K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 694.8K | 634.6K | -60.3K |
| UMB Bank, n.a. | Reduced | 4.7M | 4.6M | -53.8K |
| Moody Aldrich Partners LLC | Increased | 23.3K | 72.6K | +49.3K |
| Nuveen, LLC | Increased | 763.7K | 801.1K | +37.4K |
| EMERALD ADVISERS, LLC | Increased | 345.7K | 378.2K | +32.5K |
| CONGRESS ASSET MANAGEMENT CO | Reduced | 396.6K | 365.2K | -31.5K |
| CITIGROUP INC | Reduced | 66.9K | 35.7K | -31.2K |
| Creative Planning | Increased | 130.2K | 154.9K | +24.7K |
| MACKENZIE FINANCIAL CORP | Increased | 13.5K | 37.8K | +24.3K |
| Swedbank AB | Increased | 52.0K | 75.0K | +23.0K |
| Fisher Asset Management, LLC | Reduced | 243.2K | 221.4K | -21.7K |
| ProShare Advisors LLC | Reduced | 225.9K | 204.2K | -21.6K |
| Squarepoint Ops LLC | Increased | 10.1K | 29.2K | +19.2K |
| Inspire Investing, LLC | Increased | 4.1K | 22.7K | +18.6K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 2.1M | 2.1M | +16.1K |
| Channing Capital Management, LLC | Increased | 44.0K | 58.7K | +14.7K |
| Vest Financial, LLC | Reduced | 60.9K | 48.1K | -12.8K |
| EMERALD MUTUAL FUND ADVISERS TRUST | Increased | 235.7K | 248.0K | +12.3K |
| Russell Investments Group, Ltd. | Increased | 63.4K | 75.6K | +12.2K |
| STRS OHIO | Increased | 115.7K | 127.2K | +11.5K |
| Jackson Creek Investment Advisors LLC | New | 0 | 10.6K | +10.6K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 20.5K | 10.3K | -10.2K |
| Thrivent Financial for Lutherans | Reduced | 62.1K | 52.5K | -9.6K |
| Bank of New York Mellon Corp | Reduced | 549.2K | 539.9K | -9.3K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 7.9K | +7.9K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Increased | 31.8K | 39.6K | +7.9K |
| Illinois Municipal Retirement Fund | New | 0 | 7.2K | +7.2K |
| Ceredex Value Advisors LLC | Reduced | 98.9K | 92.3K | -6.6K |
| NORDEA INVESTMENT MANAGEMENT AB | Increased | 8.1K | 14.6K | +6.5K |
| Summit Global Investments | New | 0 | 4.9K | +4.9K |
| DEUTSCHE BANK AG\ | Reduced | 93.0K | 88.5K | -4.5K |
| FIRST CITIZENS BANK & TRUST CO | Reduced | 7.1K | 2.8K | -4.3K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | Reduced | 33.6K | 29.3K | -4.3K |
| GREAT LAKES ADVISORS, LLC | Reduced | 14.4K | 10.4K | -4.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 5.5K | 9.5K | +4.0K |
| Crossmark Global Holdings, Inc. | New | 0 | 3.7K | +3.7K |
| Teza Capital Management LLC | New | 0 | 3.7K | +3.7K |
| Artemis Investment Management LLP | Increased | 10.6K | 14.2K | +3.5K |
| Yorktown Management & Research Co Inc | Increased | 2.1K | 5.6K | +3.5K |
| Savant Capital, LLC | Increased | 6.6K | 9.9K | +3.4K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Increased | 4.8K | 8.1K | +3.3K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 2.4K | 5.5K | +3.0K |
| WESPAC Advisors, LLC | Increased | 2.1K | 5.1K | +3.0K |
| LPL Financial LLC | Reduced | 46.4K | 43.5K | -2.8K |
| State of Alaska, Department of Revenue | Increased | 7.0K | 9.8K | +2.8K |
| INTECH INVESTMENT MANAGEMENT LLC | Reduced | 14.1K | 11.5K | -2.6K |
| CITIZENS FINANCIAL GROUP INC/RI | New | 0 | 2.5K | +2.5K |
| Confluence Wealth Services, Inc. | Sold Out | 2.4K | 0 | -2.4K |
| Provenance Wealth Advisors, LLC | New | 0 | 2.4K | +2.4K |
| HARBOUR INVESTMENTS, INC. | Reduced | 2.4K | 17 | -2.4K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.