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Business Summary
Filings
Ownership
Valuation
Ownership — UMBF
Institutional Holdings
Insider Transactions
US Institutional Ownership
95.9%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
10.22M
$1.46B
13.45%
+871.2K
2026-06-30
UMB Bank, n.a.
4.67M
$667.0M
6.16%
-48.6K
2026-06-30
VANGUARD PORTFOLIO MANAGEMENT LLC
4.21M
$601.0M
5.55%
+76.9K
2026-06-30
STATE STREET CORP
4.13M
$591.0M
5.44%
+151.7K
2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC
3.13M
$446.0M
4.12%
+29.0K
2026-06-30
DIMENSIONAL FUND ADVISORS LP
3.03M
$432.0M
3.99%
+120.9K
2026-06-30
FMR LLC
2.67M
$381.0M
3.52%
+249.2K
2026-06-30
GEODE CAPITAL MANAGEMENT, LLC
2.06M
$294.0M
2.72%
+117.5K
2026-06-30
WELLINGTON MANAGEMENT GROUP LLP
1.69M
$240.0M
2.22%
-1.02M
2026-06-30
NEUBERGER BERMAN GROUP LLC
1.56M
$223.0M
2.06%
-137.4K
2026-06-30
ALLIANCEBERNSTEIN L.P.
1.30M
$146.0M
1.71%
+80.6K
2026-06-30
EARNEST PARTNERS LLC
1.24M
$177.0M
1.64%
-35.5K
2026-06-30
GOLDMAN SACHS GROUP INC
1.24M
$177.0M
1.64%
+345.7K
2026-06-30
Allspring Global Investments Holdings, LLC
1.15M
$166.0M
1.51%
-211.2K
2026-06-30
AMERICAN CENTURY COMPANIES INC
1.05M
$149.0M
1.38%
-299.9K
2026-06-30
Sixth Street Partners Management Company, L.P.
964.6K
$137.0M
1.27%
--
2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
964.6K
$137.0M
1.27%
-2.1K
2026-06-30
CITADEL ADVISORS LLC
949.5K
$135.0M
1.25%
-128.4K
2026-06-30
MORGAN STANLEY
939.0K
$134.0M
1.24%
-67.9K
2026-06-30
NORTHERN TRUST CORP
926.9K
$132.0M
1.22%
+46.5K
2026-06-30
FIRST TRUST ADVISORS LP
915.0K
$130.0M
1.20%
+15.6K
2026-06-30
BANK OF AMERICA CORP /DE/
904.7K
$129.0M
1.19%
+209.4K
2026-06-30
VICTORY CAPITAL MANAGEMENT INC
900.4K
$128.0M
1.19%
-78.6K
2026-06-30
Nuveen, LLC
763.7K
$109.0M
1.01%
+107.6K
2026-06-30
NORGES BANK
705.3K
$100.0M
0.93%
-41.2K
2026-06-30
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