UMB FINANCIAL CORP (UMBF) — Institutional Holders, Q2 2026

491 institutional investment managers reported a UMBF position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $10.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← UMBF stock profile

UMBF in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

175

Trimmed

144

Sold out

Biggest buyers

BlackRockAdded · +871,184 sh+$124.4M
Junto Capital ManagementNew · +412,747 sh+$58.9M
GOLDMAN SACHS GROUPAdded · +345,685 sh+$49.3M
Azora CapitalNew · +274,871 sh+$39.2M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNew · +254,210 sh+$36.3M

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLPTrimmed · -1,019,877 sh-$145.6M
AMERICAN CENTURY COMPANIESTrimmed · -299,923 sh-$42.8M
Allspring Global InvestmentsTrimmed · -211,219 sh-$30.2M
BESSEMER GROUPTrimmed · -203,256 sh-$29.0M
ADAGE CAPITAL PARTNERS GP, L.L.C.Sold out · -160,691 sh-$22.9M

UMBF 13F holders ranked 1–100 of 491

Institutional investors reporting a position in UMB FINANCIAL CORP on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 10,215,651 sh	10,215,651	$1.5B	0.02%	+9.3%
2	UMB Bank, n.a.#2 · 4,674,963 sh	4,674,963	$667.4M	8.45%	-1.0%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 4,213,123 sh	4,213,123	$601.5M	0.03%	+1.9%
4	STATE STREET#4 · 4,133,285 sh	4,133,285	$591.8M	0.02%	+3.8%
5	VANGUARD CAPITAL MANAGEMENT#5 · 3,130,338 sh	3,130,338	$446.9M	<0.01%	+0.9%
6	DIMENSIONAL FUND ADVISORS#6 · 3,030,849 sh	3,030,849	$432.7M	0.08%	+4.2%
7	FMR#7 · 2,671,666 sh	2,671,666	$381.4M	0.02%	+10.3%
8	GEODE CAPITAL MANAGEMENT#8 · 2,064,907 sh	2,064,907	$294.8M	0.02%	+6.0%
9	WELLINGTON MANAGEMENT GROUP LLP#9 · 1,687,247 sh	1,687,247	$240.9M	0.04%	-37.7%
10	Neuberger Berman Group#10 · 1,562,240 sh	1,562,240	$223.0M	0.15%	-8.1%
11	EARNEST PARTNERS#11 · 1,242,430 sh	1,242,430	$177.4M	0.64%	-2.8%
12	GOLDMAN SACHS GROUP#12 · 1,241,789 sh	1,241,789	$177.3M	0.02%	+38.6%
13	Allspring Global Investments#13 · 1,145,958 sh	1,145,958	$166.9M	0.26%	-15.6%
14	AMERICAN CENTURY COMPANIES#14 · 1,045,921 sh	1,045,921	$149.3M	0.07%	-22.3%
15	ALLIANCEBERNSTEIN L.P.#15 · 1,300,605 sh	1,300,605	$146.7M	0.05%	+6.6%
16	CHARLES SCHWAB INVESTMENT MANAGEMENT#16 · 964,626 sh	964,626	$137.7M	0.02%	-0.2%
17	CITADEL ADVISORS#17 · 943,290 sh	943,290	$134.7M	0.02%	-11.7%
18	MORGAN STANLEY#18 · 939,019 sh	939,019	$134.1M	<0.01%	-6.7%
19	NORTHERN#19 · 926,889 sh	926,889	$132.3M	0.02%	+5.3%
20	FIRST ADVISORS#20 · 914,990 sh	914,990	$130.6M	0.08%	+1.7%
21	BANK OF AMERICA#21 · 904,683 sh	904,683	$129.2M	<0.01%	+30.1%
22	VICTORY CAPITAL MANAGEMENT#22 · 900,418 sh	900,418	$128.5M	0.07%	-8.0%
23	Nuveen#23 · 763,660 sh	763,660	$109.0M	0.03%	+16.4%
24	NORGES BANK#24 · 705,322 sh	705,322	$100.7M	0.01%	—
25	Clearbridge Investments#25 · 699,624 sh	699,624	$99.9M	0.08%	+7.7%
26	PRINCIPAL FINANCIAL GROUP#26 · 694,836 sh	694,836	$99.2M	0.05%	-2.5%
27	Global Alpha Capital Management Ltd.#27 · 690,325 sh	690,325	$98.6M	5.90%	+4.8%
28	GW&K Investment Management#28 · 672,465 sh	672,465	$96.0M	0.75%	-4.1%
29	PRICE T ROWE ASSOCIATES#29 · 583,289 sh	583,289	$83.3M	<0.01%	-4.0%
30	Bank of New York Mellon#30 · 549,240 sh	549,240	$78.4M	0.01%	-0.6%
31	JOHNSON INVESTMENT COUNSEL#31 · 500,732 sh	500,732	$71.5M	0.52%	+3.7%
32	VANGUARD FIDUCIARY#32 · 475,634 sh	475,634	$67.9M	0.01%	+2.7%
33	CAPTRUST FINANCIAL ADVISORS#33 · 428,347 sh	428,347	$61.2M	0.09%	-4.0%
34	Junto Capital Management#34 · 412,747 sh	412,747	$58.9M	1.03%	New
35	NEUMEIER POMA INVESTMENT COUNSEL#35 · 410,797 sh	410,797	$58.6M	4.01%	+1.7%
36	SCHRODER INVESTMENT MANAGEMENT GROUP#36 · 401,467 sh	401,467	$57.0M	0.04%	+24.7%
37	CONGRESS ASSET MANAGEMENT#37 · 396,647 sh	396,647	$56.6M	—	+162.1%
38	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.#38 · 364,287 sh	364,287	$52.0M	0.46%	+23.5%
39	MASSACHUSETTS FINANCIAL SERVICES#39 · 353,035 sh	353,035	$50.4M	0.02%	+3.9%
40	EMERALD ADVISERS#40 · 345,687 sh	345,687	$49.4M	1.16%	+29.3%
41	FRANKLIN RESOURCES#41 · 340,610 sh	340,610	$48.6M	0.01%	+8.4%
42	SYSTEMATIC FINANCIAL MANAGEMENT#42 · 339,475 sh	339,475	$48.5M	0.97%	-2.0%
43	NFJ INVESTMENT GROUP#43 · 329,404 sh	329,404	$47.0M	1.59%	+1.1%
44	RAYMOND JAMES FINANCIAL#44 · 324,438 sh	324,438	$46.3M	0.01%	+13.7%
45	JPMORGAN CHASE#45 · 306,503 sh	306,503	$44.0M	<0.01%	-1.4%
46	AQR CAPITAL MANAGEMENT#46 · 295,887 sh	295,887	$41.8M	0.01%	+53.6%
47	Azora Capital#47 · 274,871 sh	274,871	$39.2M	1.65%	New
48	T. Rowe Price Investment Management#48 · 274,275 sh	274,275	$39.2M	0.03%	-1.0%
49	Holocene Advisors#49 · 262,423 sh	262,423	$37.5M	0.08%	+470.4%
50	FEDERATED HERMES#50 · 255,948 sh	255,948	$36.5M	0.05%	+50.0%
51	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#51 · 254,210 sh	254,210	$36.3M	0.02%	New
52	Fisher Asset Management#52 · 243,154 sh	243,154	$34.7M	0.01%	+0.3%
53	Jupiter Topco#53 · 238,162 sh	238,162	$34.0M	0.01%	—
54	EMERALD MUTUAL FUND ADVISERS#54 · 235,696 sh	235,696	$33.6M	1.18%	+48.6%
55	RHUMBLINE ADVISERS#55 · 234,405 sh	234,405	$33.5M	0.03%	+2.9%
56	SEI INVESTMENTS#56 · 226,487 sh	226,487	$32.3M	0.03%	+18.8%
57	ProShare Advisors#57 · 225,860 sh	225,860	$32.2M	0.05%	+4.8%
58	UBS Group AG#58 · 208,492 sh	208,492	$29.8M	<0.01%	-28.8%
59	Stieven Capital Advisors, L.P.#59 · 204,065 sh	204,065	$29.1M	5.56%	-10.8%
60	Invesco Ltd.#60 · 203,034 sh	203,034	$29.0M	<0.01%	-26.0%
61	Boston Walden#61 · 197,886 sh	197,886	$28.3M	0.22%	-4.9%
62	NEW YORK STATE COMMON RETIREMENT FUND#62 · 196,163 sh	196,163	$28.0M	0.04%	+1.3%
63	Qube Research & Technologies Ltd#63 · 185,380 sh	185,380	$26.5M	0.02%	-30.5%
64	Aristotle Capital Boston#64 · 181,329 sh	181,329	$25.9M	1.74%	New
65	WCM INVESTMENT MANAGEMENT#65 · 182,176 sh	182,176	$25.9M	0.05%	+2.1%
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#66 · 179,559 sh	179,559	$25.6M	<0.01%	-3.9%
67	Handelsbanken Fonder AB#67 · 176,840 sh	176,840	$25.2M	0.07%	+217.0%
68	WELLS FARGO & COMPANY#68 · 171,663 sh	171,663	$24.5M	<0.01%	+24.1%
69	Powszechne Towarzystwo Emerytalne Allianz Polska S.A.#69 · 170,440 sh	170,440	$24.3M	—	0.0%
70	Swiss National Bank#70 · 145,120 sh	145,120	$20.7M	0.01%	-3.4%
71	BASSWOOD CAPITAL MANAGEMENT, L.L.C.#71 · 144,257 sh	144,257	$20.6M	0.82%	New
72	ENVESTNET ASSET MANAGEMENT#72 · 140,449 sh	140,449	$20.1M	<0.01%	+6.1%
73	NATIXIS ADVISORS#73 · 135,442 sh	135,442	$19.3M	0.02%	+30.0%
74	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#74 · 132,990 sh	132,990	$19.0M	0.01%	+0.1%
75	Creative Planning#75 · 130,213 sh	130,213	$18.6M	0.01%	+23.4%
76	Gator Capital Management#76 · 129,450 sh	129,450	$18.5M	3.88%	-11.0%
77	FJ Capital Management#77 · 127,486 sh	127,486	$18.2M	2.36%	+191.5%
78	STATE OF WISCONSIN INVESTMENT BOARD#78 · 117,726 sh	117,726	$16.8M	0.03%	+1.2%
79	Interval Partners#79 · 115,855 sh	115,855	$16.5M	0.43%	+670.0%
80	STRS OHIO#80 · 115,700 sh	115,700	$16.5M	0.06%	+20.5%
81	KENNEDY CAPITAL MANAGEMENT#81 · 111,071 sh	111,071	$15.9M	0.28%	+126.0%
82	WILLIAM BLAIR INVESTMENT MANAGEMENT#82 · 105,762 sh	105,762	$15.1M	0.05%	-20.8%
83	Ceredex Value Advisors#83 · 98,850 sh	98,850	$14.1M	0.40%	-24.9%
84	Legal & General Group Plc#84 · 95,737 sh	95,737	$13.7M	<0.01%	-1.5%
85	DEUTSCHE BANK AG\#85 · 92,967 sh	92,967	$13.3M	<0.01%	+15.3%
86	MUTUAL OF AMERICA CAPITAL MANAGEMENT#86 · 91,750 sh	91,750	$13.1M	—	-5.7%
87	OSAIC#87 · 79,883 sh	79,883	$11.4M	0.01%	+65.8%
88	THIRD AVENUE MANAGEMENT#88 · 78,245 sh	78,245	$11.2M	1.79%	0.0%
89	BESSEMER GROUP#89 · 77,982 sh	77,982	$11.1M	0.02%	-72.3%
90	MetLife Investment Management#90 · 76,171 sh	76,171	$10.9M	0.05%	+3.8%
91	MILLENNIUM MANAGEMENT#91 · 75,840 sh	75,840	$10.8M	<0.01%	-52.5%
92	AMERIPRISE FINANCIAL#92 · 73,956 sh	73,956	$10.6M	<0.01%	+1.4%
93	Retirement Systems of Alabama#93 · 73,867 sh	73,867	$10.5M	0.03%	-15.6%
94	SummitTX Capital, L.P.#94 · 73,008 sh	73,008	$10.4M	0.27%	New
95	FIL Ltd#95 · 72,575 sh	72,575	$10.4M	<0.01%	-4.7%
96	VANGUARD ASSET MANAGEMENT, Ltd#96 · 70,272 sh	70,272	$10.0M	<0.01%	-0.2%
97	MANUFACTURERS LIFE INSURANCE COMPANY, THE#97 · 68,730 sh	68,730	$9.8M	<0.01%	-0.9%
98	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#98 · 67,360 sh	67,360	$9.6M	—	+15.8%
99	CITIGROUP#99 · 66,934 sh	66,934	$9.6M	<0.01%	+39.8%
100	Russell Investments Group, Ltd.#100 · 63,414 sh	63,414	$9.1M	<0.01%	+86.9%

Funds that sold out of UMBF in Q2 2026 (48)

Held UMBF at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held UMBF in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.160,691 sh	160,691	$18.1M
Jain Global69,756 sh	69,756	$7.9M
Edgestream Partners, L.P.65,640 sh	65,640	$7.4M
Campbell & Investment Adviser60,770 sh	60,770	$6.9M
RENAISSANCE TECHNOLOGIES59,170 sh	59,170	$6.7M
Point72 Asset Management, L.P.45,497 sh	45,497	$5.1M
Verition Fund Management34,391 sh	34,391	$3.9M
ExodusPoint Capital Management33,763 sh	33,763	$3.8M
SUSQUEHANNA FUNDAMENTAL INVESTMENTS28,567 sh	28,567	$3.2M
Bullseye Asset Management25,000 sh	25,000	$2.8M
D. E. Shaw24,554 sh	24,554	$2.8M
Susquehanna Portfolio Strategies22,932 sh	22,932	$2.6M
BOOTHBAY FUND MANAGEMENT20,087 sh	20,087	$2.3M
Y-Intercept (Hong Kong) Ltd16,857 sh	16,857	$1.9M
Fourthstone10,500 sh	10,500	$1.2M
Entropy Technologies8,962 sh	8,962	$1.0M
PMC FIG Opportunities7,302 sh	7,302	$823.6K
FOX RUN MANAGEMENT, L.L.C.6,409 sh	6,409	$704.9K
BALYASNY ASSET MANAGEMENT L.P.5,120 sh	5,120	$577.5K
Tributary Capital Management5,072 sh	5,072	$572.1K
iSAM Funds (UK) Ltd4,862 sh	4,862	$548.4K
Vestcor3,567 sh	3,567	$402.0K
Vontobel Holding Ltd.3,265 sh	3,265	$368.3K
Persistent Asset Partners Ltd2,879 sh	2,879	$324.7K
MQS Management2,743 sh	2,743	$309.4K
First National Advisers2,724 sh	2,724	$307.2K
Connor, Clark & Lunn Investment Management Ltd.2,695 sh	2,695	$304.0K
AlphaGrep UK Ltd2,691 sh	2,691	$303.5K
XTX Topco Ltd2,564 sh	2,564	$289.2K
Integrated Advisors Network2,408 sh	2,408	$271.6K
MARSHALL WACE, LLP2,400 sh	2,400	$270.7K
Beacon Pointe Advisors2,342 sh	2,342	$264.1K
CTC Alternative Strategies, Ltd.2,300 sh	2,300	$259.4K
1832 Asset Management L.P.2,268 sh	2,268	$255.8K
WINTON GROUP Ltd2,115 sh	2,115	$238.6K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.1,780 sh	1,780	$200.8K
Clarity Asset Management650 sh	650	$73.4K
MBM WEALTH CONSULTANTS231 sh	231	$26.1K
Fairman Group226 sh	226	$25.6K
Root Financial Partners210 sh	210	$23.7K
Aquatic Capital Management111 sh	111	$12.5K
FNY Investment Advisers50 sh	50	$5.0K
NBC SECURITIES20 sh	20	$2.3K
Annis Gardner Whiting Capital Advisors11 sh	11	$1.2K
TWIN PEAKS WEALTH ADVISORS7 sh	7	$790.00
Vermillion Wealth Management5 sh	5	$564.00
Rakuten Securities5 sh	5	$564.00
CURIO WEALTH2 sh	2	$226.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.