13FBOX
UMB FINL CORP · 13F Institutional Holdings
Options Calculator Rankings

UMB FINL CORP

UMBF
Institutions
480
Combined AUM (Q2 2026)
$10.37B
Combined Shares (Q2 2026)
72.9M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+6.7M
258 · 85 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-4.2M
197 · 54 Exit · ≈
⚖️ Net
+2.5M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$10.37B
Institutions
480
New Buys
85
Adds
173
Reduces
143
Exits
54
Unchanged
79
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.02%0.02%#161$1.46B10.2M$1.05B9.3M+871,184+9.32%Add
UMB Bank, n.a.
8.45%7.44%#1$667.4M4.7M$532.8M4.7M-48,610-1.03%Reduce
VANGUARD PORTFOLIO MANAGEMENT LLC
0.03%0.02%#142$601.5M4.2M$466.5M4.1M+76,903+1.86%Add
STATE STREET CORP
0.02%0.02%#176$591.8M4.1M$450.8M4.0M+151,684+3.81%Add
VANGUARD CAPITAL MANAGEMENT LLC
0.01%0.01%#243$446.9M3.1M$349.8M3.1M+29,045+0.94%Add
DIMENSIONAL FUND ADVISORS LP
0.08%0.07%#77$432.7M3.0M$328.2M2.9M+120,917+4.16%Add
FMR LLC
0.02%0.01%#184$381.4M2.7M$273.2M2.4M+249,231+10.29%Add
GEODE CAPITAL MANAGEMENT, LLC
0.02%0.01%#189$294.8M2.1M$219.7M1.9M+117,461+6.03%Add
WELLINGTON MANAGEMENT GROUP LLP
0.04%0.06%#116$240.9M1.7M$305.3M2.7M-1.0M-37.67%Reduce
Neuberger Berman Group LLC
0.15%0.15%#58$223.0M1.6M$191.7M1.7M-137,399-8.08%Reduce
EARNEST PARTNERS LLC
0.64%0.59%#29$177.4M1.2M$144.1M1.3M-35,459-2.77%Reduce
GOLDMAN SACHS GROUP INC
0.02%0.01%#193$177.3M1.2M$101.1M896,104+345,685+38.58%Add
Allspring Global Investments Holdings, LLC
0.26%0.26%#43$166.9M1.1M$155.6M1.4M-211,219-15.56%Reduce
AMERICAN CENTURY COMPANIES INC
0.07%0.08%#88$149.3M1.0M$151.8M1.3M-299,923-22.29%Reduce
ALLIANCEBERNSTEIN L.P.
0.05%0.05%#104$146.7M1.3M$140.3M1.2M+80,627+6.61%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.02%0.02%#170$137.7M964,626$109.0M966,744-2,118-0.22%Reduce
CITADEL ADVISORS LLC
0.02%0.02%#191$135.5M949,490$121.6M1.1M-128,392-11.91%Reduce
MORGAN STANLEY
0.01%0.01%#268$134.1M939,019$85.9M725,693+213,326+29.40%Add
NORTHERN TRUST CORP
0.02%0.01%#194$132.3M926,889$99.3M880,345+46,544+5.29%Add
FIRST TRUST ADVISORS LP
0.08%0.07%#78$130.6M914,990$101.4M899,400+15,590+1.73%Add
BANK OF AMERICA CORP /DE/
0.01%0.01%#255$129.2M904,683$78.4M695,276+209,407+30.12%Add
VICTORY CAPITAL MANAGEMENT INC
0.07%0.07%#84$128.5M900,418$110.4M979,052-78,634-8.03%Reduce
Nuveen, LLC
0.03%0.02%#146$109.0M763,660$74.0M656,034+107,626+16.41%Add
NORGES BANK
0.01%0.01%#237$100.7M705,322$83.7M827,935-122,613-14.81%Reduce
Clearbridge Investments, LLC
0.08%0.06%#73$99.9M699,624$73.3M649,571+50,053+7.71%Add
PRINCIPAL FINANCIAL GROUP INC
0.05%0.04%#107$99.2M694,836$80.4M712,859-18,023-2.53%Reduce
Global Alpha Capital Management Ltd.
5.9%4.47%#3$98.6M690,325$74.3M658,982+31,343+4.76%Add
GW&K Investment Management, LLC
0.75%0.7%#27$96.0M672,465$79.1M701,187-28,722-4.10%Reduce
PRICE T ROWE ASSOCIATES INC /MD/
0.01%0.01%#256$83.3M583,289$68.5M607,314-24,025-3.96%Reduce
Bank of New York Mellon Corp
0.01%0.01%#215$78.4M549,240$62.3M552,717-3,477-0.63%Reduce
JOHNSON INVESTMENT COUNSEL INC
0.52%0.44%#34$71.5M500,732$54.5M482,949+17,783+3.68%Add
VANGUARD FIDUCIARY TRUST CO
0.01%0.01%#199$67.9M475,634$52.2M463,142+12,492+2.70%Add
CAPTRUST FINANCIAL ADVISORS
0.09%0.09%#66$61.2M428,347$50.3M446,393-18,046-4.04%Reduce
Junto Capital Management LP
1.03%#22$58.9M412,747$00+412,747New Buy
NEUMEIER POMA INVESTMENT COUNSEL LLC
4.02%3.75%#8$58.6M410,797$45.6M403,907+6,890+1.71%Add
SCHRODER INVESTMENT MANAGEMENT GROUP
0.04%0.03%#118$57.0M401,467$35.4M321,910+79,557+24.71%Add
CONGRESS ASSET MANAGEMENT CO
0.35%0.12%#38$56.6M396,647$17.1M151,351+245,296+162.07%Add
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.
0.46%0.33%#35$52.0M364,287$33.3M294,880+69,407+23.54%Add
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.02%0.01%#185$50.4M353,035$38.3M339,702+13,333+3.92%Add
EMERALD ADVISERS, LLC
1.16%0.95%#19$49.4M345,687$30.2M267,438+78,249+29.26%Add
FRANKLIN RESOURCES INC
0.01%0.01%#240$48.6M340,610$35.4M314,145+26,465+8.42%Add
SYSTEMATIC FINANCIAL MANAGEMENT LP
0.97%0.9%#23$48.5M339,475$39.1M346,445-6,970-2.01%Reduce
NFJ INVESTMENT GROUP, LLC
1.6%1.39%#16$47.0M329,404$36.8M325,964+3,440+1.06%Add
RAYMOND JAMES FINANCIAL INC
0.01%0.01%#217$46.3M324,438$32.2M285,310+39,128+13.71%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#347$44.0M306,503$34.2M310,883-4,380-1.41%Reduce
AQR CAPITAL MANAGEMENT LLC
0.01%0.01%#202$41.8M295,887$21.5M192,661+103,226+53.58%Add
Azora Capital LP
1.65%#15$39.2M274,871$00+274,871New Buy
T. Rowe Price Investment Management, Inc.
0.03%0.02%#147$39.2M274,275$31.2M277,054-2,779-1.00%Reduce
Holocene Advisors, LP
0.08%0.01%#71$37.5M262,423$5.2M46,010+216,413+470.36%Add
FEDERATED HERMES, INC.
0.05%0.03%#100$36.5M255,948$19.3M170,674+85,274+49.96%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow