UMBF
UMB Financial Corporation · Financial Services · Banks - Regional
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -2.7% ·
net new positions +5.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 9.49K | $1.24M | n/a | −1 |
| Q2 2026 | 117 | -2 | 51.54M | $7.32B | +7 | −10 |
| 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 | BlackRock ✦ (passive) | 9.08M | n/a | $955.25M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 2 | The Vanguard Group ✦ (passive) | 7.86M | n/a | $826.92M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 3 | State Street Global Advisors ✦ (passive) | 4.30M | +7.9% | $453.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wellington Management ✦ | 2.35M | -2.5% | $246.84M | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 5 | Fidelity (FMR) ✦ | 2.22M | n/a | $233.44M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 6 | Geode Capital Management ✦ (passive) | 1.85M | +6.9% | $194.17M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 7 | Citadel Advisors ✦ | 1.11M | -44.3% | $116.63M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 8 | Norges Bank ✦ (passive) | 892.25K | +7.8% | $93.83M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Adage Capital Partners ✦ | 400.00K | -11.9% | $42.06M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 10 | Fisher Asset Management ✦ | 282.26K | -3.1% | $29.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Renaissance Technologies ✦ | 256.07K | -4.5% | $26.93M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 234.74K | +6.2% | $24.69M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 184.15K | -14.8% | $19.37M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 14 | Millennium Management ✦ | 149.70K | -69.2% | $15.74M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 121.85K | -2.8% | $12.81M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 121.11K | -11.7% | $12.74M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | GAMCO Investors ✦ | 18.71K | New | $1.97M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| GAMCO Investors | $1.97M | 0.0% |
Exited
| No tracked exits this quarter. |
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