UMBF
UMB Financial Corporation · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth -13.3% ·
share flow +22.0% ·
net new positions -15.4%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 13.00K | $1.69M | n/a | n/a |
| Q2 2026 | 119 | -2 | 51.55M | $7.32B | +7 | −8 |
| Q1 2026 | 123 | +6 | 50.25M | $5.67B | +8 | −3 |
| Q4 2025 | 116 | -3 | 56.20M | $6.47B | +1 | −3 |
| Q3 2025 | 20 | +1 | 32.55M | $3.85B | +2 | −2 |
| Q2 2025 | 17 | +1 | 31.43M | $3.31B | +1 | n/a |
| Q1 2025 | 13 | -2 | 13.13M | $1.33B | n/a | −2 |
| Q4 2024 | 15 | +1 | 10.76M | $1.22B | +1 | n/a |
| Q3 2024 | 13 | +1 | 7.36M | $772.92M | +1 | n/a |
| Q2 2024 | 12 | n/a | 8.18M | $682.31M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.98M | +27.3% | $404.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wellington Management ✦ | 2.41M | +19.1% | $243.36M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | Citadel Advisors ✦ | 1.99M | -1.5% | $201.23M | 0.2% | ▼ Trim | 4 | SEC ↗ ×2 |
| 4 | Geode Capital Management ✦ (passive) | 1.73M | +55.2% | $174.63M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | Norges Bank ✦ (passive) | 827.93K | +490.1% | $83.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Millennium Management ✦ | 485.75K | -37.5% | $49.11M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Adage Capital Partners ✦ | 453.90K | +50.4% | $45.89M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Fisher Asset Management ✦ | 291.22K | +0.3% | $29.44M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Renaissance Technologies ✦ | 268.09K | +396.5% | $27.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | T. Rowe Price ✦ | 220.94K | +42.4% | $22.34M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | AQR Capital Management ✦ | 216.10K | -45.2% | $21.47M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 12 | Point72 Asset Management ✦ | 137.16K | -22.4% | $13.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 125.29K | -30.7% | $12.67M | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| D. E. Shaw & Co. | $514,077 | was 0.0% |
| Marshall Wace | $237,006 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 445 holders, 69.52M shares, $7.58B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 573 sh @ 139.60 · $80,011
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology