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UMB Financial Corporation (UMBF) institutional ownership

Market cap$8.2B SectorFinancial Services
Funds holding · Q1 2026
397
reported UMBF position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
224 buyers · 173 sellers

UMB Financial Corporation (UMBF) price and institutional activity

Dates

Q1 2026

$0 bought by 224 investors
Vaughan Nelson Investment Management, L.P.Bessemer Group Inc +222 more
$0 sold by 173 investors
NorgesBalyasny Asset Management L.P. +171 more
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Bought Sold Totals per quarter; hover a bar for the names.

UMB Financial Corporation (UMBF) institutional activity · 397

Investor Type Est. change Change Δ Own Date
Norges · Exited
Change −747K Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −747K −100.0% Q1 2026
Balyasny Asset Management L.P. · Reduced
Change −417K Date Q1 2026
Balyasny Asset Management L.P. Reduced· Q1 2026 −417K Q1 2026
Vaughan Nelson Investment Management, L.P. · New
Change +295K Date Q1 2026
Vaughan Nelson Investment Management, L.P. New· Q1 2026 +295K Q1 2026
Allspring Global Investments Holdings, LLC · Reduced
Change −293K Date Q1 2026
Allspring Global Investments Holdings, LLC Reduced· Q1 2026 −293K Q1 2026
Bessemer Group Inc · Added
Change +281K Date Q1 2026
Bessemer Group Inc Added· Q1 2026 +281K Q1 2026
BlackRock · Added
Change +228K Date Q1 2026
BlackRock Added· Q1 2026 +228K Q1 2026
Alliancebernstein L.P. · Reduced
Change −223K Date Q1 2026
Alliancebernstein L.P. Reduced· Q1 2026 −223K Q1 2026
Adage Capital Partners Gp, L.L.C. · Reduced
Change −220K Date Q1 2026
Adage Capital Partners Gp, L.L.C. Reduced· Q1 2026 −220K Q1 2026
FMR LLC · Reduced
Change −213K Δ Own −8.1% Date Q1 2026
FMR LLC Reduced· Q1 2026 −213K −8.1% Q1 2026
State Street · Reduced
Change −201K Date Q1 2026
State Street Reduced· Q1 2026 −201K Q1 2026
Morgan Stanley · Added
Change +191K Date Q1 2026
Morgan Stanley Added· Q1 2026 +191K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −173K −13.9% Q1 2026
Qube Research & Technologies Ltd · Added
Change +170K Date Q1 2026
Qube Research & Technologies Ltd Added· Q1 2026 +170K Q1 2026
American Century Companies Inc · Reduced
Change −165K Date Q1 2026
American Century Companies Inc Reduced· Q1 2026 −165K Q1 2026
Millennium Management LLC · New
Change +160K Date Q1 2026
Millennium Management LLC New· Q1 2026 +160K Q1 2026
Data through Q1 2026 · filed Jun 10, 2026
15 of 397

Famous investor activity in UMB Financial Corporation (UMBF)

UMB Financial Corporation (UMBF) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Gallagher Kevin Charles · Director Sell −$51K
Price $132.88 Qty −381 Owned 12K Trade date Jun 10, 2026 Filed date Jun 10, 2026
Gallagher Kevin Charles Director Sell $132.88 −381 −$51K 12K Jun 10, 2026 Jun 10, 2026
Wilson Uma · Officer Sell −$123K
Price $133.05 Qty −922 Owned 24K Trade date Jun 10, 2026 Filed date Jun 10, 2026
Wilson Uma Officer Sell $133.05 −922 −$123K 24K Jun 10, 2026 Jun 10, 2026
Wilson Uma · Officer 2 operations 0
Price $75.25 Owned 0 Trade date Jun 10, 2026 Filed date Jun 10, 2026
Wilson Uma Officer 2 operations $75.25 0 0 Jun 10, 2026 Jun 10, 2026
Rine James D. · Officer 2 operations −$1.1M
Price $132.49–$133.22 Qty −8K Owned 61K Trade date Jun 9, 2026 Filed date Jun 10, 2026
Rine James D. Officer 2 operations $132.49–$133.22 −8K −$1.1M 61K Jun 9, 2026 Jun 10, 2026
Murphy Timothy R. · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 28K Trade date May 1, 2026 Filed date May 5, 2026
Murphy Timothy R. Director Grant (A) $129.24 116 $15K 28K May 1, 2026 May 5, 2026
Schmidt John K. · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 33K Trade date May 1, 2026 Filed date May 4, 2026
Schmidt John K. Director Grant (A) $129.24 116 $15K 33K May 1, 2026 May 4, 2026
Williams Leroy James Jr · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 8K Trade date May 1, 2026 Filed date May 4, 2026
Williams Leroy James Jr Director Grant (A) $129.24 116 $15K 8K May 1, 2026 May 4, 2026
Sosland L. Joshua · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 15K Trade date May 1, 2026 Filed date May 4, 2026
Sosland L. Joshua Director Grant (A) $129.24 116 $15K 15K May 1, 2026 May 4, 2026
Robbins Kris A. · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 5K Trade date May 1, 2026 Filed date May 4, 2026
Robbins Kris A. Director Grant (A) $129.24 116 $15K 5K May 1, 2026 May 4, 2026
Peterman Tamara · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 10K Trade date May 1, 2026 Filed date May 4, 2026
Peterman Tamara Director Grant (A) $129.24 116 $15K 10K May 1, 2026 May 4, 2026
Murphy Susan G. · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 12K Trade date May 1, 2026 Filed date May 4, 2026
Murphy Susan G. Director Grant (A) $129.24 116 $15K 12K May 1, 2026 May 4, 2026
Lazo Margaret · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 5K Trade date May 1, 2026 Filed date May 4, 2026
Lazo Margaret Director Grant (A) $129.24 116 $15K 5K May 1, 2026 May 4, 2026
Gordon Lansford E. · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 9K Trade date May 1, 2026 Filed date May 4, 2026
Gordon Lansford E. Director Grant (A) $129.24 116 $15K 9K May 1, 2026 May 4, 2026
Hopkins Jennifer K. · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 7K Trade date May 1, 2026 Filed date May 4, 2026
Hopkins Jennifer K. Director Grant (A) $129.24 116 $15K 7K May 1, 2026 May 4, 2026
Henderson Brad J. · Director Grant (A) $15K
Price $129.24 Qty 116 Owned 2K Trade date May 1, 2026 Filed date May 4, 2026
Henderson Brad J. Director Grant (A) $129.24 116 $15K 2K May 1, 2026 May 4, 2026
15 of 139
15 of 139 Sign in to continue to older insider transactions.

UMB Financial Corporation (UMBF) activist and large shareholders

What are Schedules 13D and 13G?

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
BlackRock Inc. 6.0M
% of shares outstanding 12.3% Filing date Jan 23, 2024
BlackRock Inc. 6.0M 12.3% Jan 23, 2024
Vanguard Group Inc 4.3M
% of shares outstanding 8.9% Filing date Feb 13, 2024
Vanguard Group Inc 4.3M 8.9% Feb 13, 2024
Kemper J Mariner 4.1M
% of shares outstanding 8.4% Filing date Apr 30, 2024
Kemper J Mariner 4.1M 8.4% Apr 30, 2024
State Street Corp
% of shares outstanding 6.1% Filing date Jan 24, 2024
State Street Corp 6.1% Jan 24, 2024
Vanguard Portfolio Management 4.2M
% of shares outstanding 5.5% Filing date Apr 29, 2026
Vanguard Portfolio Management 4.2M 5.5% Apr 29, 2026
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UMB Financial Corporation (UMBF) ownership FAQ

Who owns UMBF?

397 reporting institutions disclosed UMBF position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.