UMBF · NASDAQ · Banks - Regional

UMB Financial (UMBF)

Combines commercial and personal banking with fund servicing, custody, trust, and healthcare payments.

$134.18
vs last close−0.03 (−0.02%)

13F · 13D/G · Form 4

Institutions97.28%110.83M shares
489 holders · as of Jun 30, 2026
Insiders2.98%3.40M shares
29 holders · as of Sep 3, 2026
Adds to100.26%

113.93M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (113.93M in the company's Sep 23, 2026 report, 75.95M elsewhere); stakes use the report.

These groups come from separate filings that can overlap, so they add to 100.26%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
13.45%10.22Mas of Jun 30, 2026
Umb Bank, N.A.Institution
6.16%4.67Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.55%4.21Mas of Jun 30, 2026
State Street CorpInstitution
5.44%4.13Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.12%3.13Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
3.99%3.03Mas of Jun 30, 2026
FMR LLCInstitution
3.52%2.67Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.72%2.06Mas of Jun 30, 2026
J. Mariner Kemper1Insiderdirector, officer: Chairman and CEO
2.40%2.73Mfiled Aug 6, 2026
Wellington Management Group LLPInstitution
2.22%1.69Mas of Jun 30, 2026
Neuberger Berman Group LLCInstitution
2.06%1.56Mas of Jun 30, 2026
AllianceBernstein L.P.Institution
1.71%1.30Mas of Jun 30, 2026
Earnest Partners LLCInstitution
1.64%1.24Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
1.64%1.24Mas of Jun 30, 2026
Allspring Global Investments Holdings, LLCInstitution
1.51%1.15Mas of Jun 30, 2026
American Century Companies IncInstitution
1.38%1.05Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
1.27%964,626as of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
1.27%964,626as of Jun 30, 2026
Citadel Advisors LLCInstitution
1.24%943,290as of Jun 30, 2026
Morgan StanleyInstitution
1.24%939,019as of Jun 30, 2026
Northern Trust CorpInstitution
1.22%926,889as of Jun 30, 2026
First Trust Advisors LPInstitution
1.20%914,990as of Jun 30, 2026
Bank of America Corp /DE/Institution
1.19%904,683as of Jun 30, 2026
Victory Capital Management IncInstitution
1.19%900,418as of Jun 30, 2026
Nuveen, LLCInstitution
1.01%763,660as of Jun 30, 2026
  1. Reported at 4.81% on Mar 23, 2026, under the 5% line, so no further filing is required.

13F, as of Jun 30, 2026

489 holders · 73.89M shares · 86 new positions · 261 increased · 144 reduced · 54 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.10.22M8.97%+871.2KAug 7, 2026
Umb Bank, N.A.4.67M4.10%−48.6KAug 13, 2026
Vanguard Portfolio Management LLC4.21M3.70%+76.9KAug 13, 2026
State Street Corp4.13M3.63%+151.7KAug 7, 2026
Vanguard Capital Management LLC3.13M2.75%+29.0KAug 13, 2026
Dimensional Fund Advisors LP3.03M2.66%+120.9KAug 11, 2026
FMR LLC2.67M2.35%+249.2KAug 13, 2026
Geode Capital Management, LLC2.06M1.81%+117.5KAug 12, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Portfolio Management5.48%13GApr 29, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 1, 2026
Greg M. Gravesdirector
Purchase573$139.6040,463
Sep 1, 2026
Tamara Petermandirector
Purchase394$139.6010,680
Aug 17, 2026
Thomas S. Terryofficer: Chief Credit Officer
Sale5,713$151.7730,689
Aug 17, 2026
Ram Shankarofficer: Chief Financial Officer
Sale2,000$151.6130,389
Aug 6, 2026
Susan G. Murphydirector
Sale · 2 lots1,377$145.5510,635
Aug 5, 2026
David Carl Odgersofficer: Chief Accounting Officer
Sale145$147.306,538
Aug 4, 2026
J. Mariner Kemperdirector, officer: Chairman and CEO
Sale15,062$148.551,491,138
Aug 3, 2026
J. Mariner Kemperdirector, officer: Chairman and CEO
Sale4,200$147.275,561
Aug 4, 2026
Phillip James Masonofficer: President, Inst. Banking
Sale800$147.008,894
Aug 4, 2026
Nikki Farentino Newtonofficer: President, Private Wealth Mgmt
Sale · 2 lots2,000$148.6011,981

House and Senate disclosures

Not reported.