Morgan Stanley’s UMB Financial UMBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114M | Buy |
1,006,918
+190,536
| +23% | +$22.9M | 0.01% | 1338 |
|
|
2025
Q4 | $93.9M | Buy |
816,382
+90,689
| +12% | +$10.3M | 0.01% | 1513 |
|
|
2025
Q3 | $85.9M | Buy |
725,693
+171,885
| +31% | +$19.8M | 0.01% | 1539 |
|
|
2025
Q2 | $58.2M | Buy |
553,808
+59,009
| +12% | +$5.88M | ﹤0.01% | 1786 |
|
|
2025
Q1 | $50M | Buy |
494,799
+121,667
| +33% | +$13.4M | ﹤0.01% | 1814 |
|
|
2024
Q4 | $42.1M | Buy |
373,132
+8,640
| +2% | +$999K | ﹤0.01% | 1995 |
|
|
2024
Q3 | $38.3M | Sell |
364,492
-30,425
| -8% | -$2.97M | ﹤0.01% | 2115 |
|
|
2024
Q2 | $32.9M | Buy |
394,917
+67,225
| +21% | +$5.51M | ﹤0.01% | 2148 |
|
|
2024
Q1 | $28.5M | Sell |
327,692
-447,646
| -58% | -$36.4M | ﹤0.01% | 2303 |
|
|
2023
Q4 | $64.8M | Buy |
775,338
+441,483
| +132% | +$31.1M | ﹤0.01% | 2173 |
|
|
2023
Q3 | $20.7M | Buy |
333,855
+72,029
| +28% | +$4.68M | ﹤0.01% | 2415 |
|
|
2023
Q2 | $15.9M | Buy |
261,826
+16,492
| +7% | +$984K | ﹤0.01% | 2707 |
|
|
2023
Q1 | $14.2M | Buy |
245,334
+89,651
| +58% | +$7.29M | ﹤0.01% | 2809 |
|
|
2022
Q4 | $13M | Sell |
155,683
-4,250
| -3% | -$357K | ﹤0.01% | 2803 |
|
|
2022
Q3 | $13.5M | Buy |
159,933
+33,322
| +26% | +$3.02M | ﹤0.01% | 2635 |
|
|
2022
Q2 | $10.9M | Buy |
126,611
+41,890
| +49% | +$3.8M | ﹤0.01% | 2991 |
|
|
2022
Q1 | $8.23M | Buy |
84,721
+17,351
| +26% | +$1.77M | ﹤0.01% | 3135 |
|
|
2021
Q4 | $7.15M | Buy |
67,370
+7,788
| +13% | +$803K | ﹤0.01% | 3334 |
|
|
2021
Q3 | $5.76M | Buy |
59,582
+16,574
| +39% | +$1.51M | ﹤0.01% | 3520 |
|
|
2021
Q2 | $4M | Buy |
43,008
+15,341
| +55% | +$1.46M | ﹤0.01% | 4015 |
|
|
2021
Q1 | $2.56M | Sell |
27,667
-48,084
| -63% | -$3.97M | ﹤0.01% | 4073 |
|
|
2020
Q4 | $5.23M | Buy |
75,751
+53,246
| +237% | +$3.41M | ﹤0.01% | 3213 |
|
|
2020
Q3 | $1.1M | Buy |
22,505
+3,441
| +18% | +$174K | ﹤0.01% | 4145 |
|
|
2020
Q2 | $984K | Buy |
19,064
+2,021
| +12% | +$99.1K | ﹤0.01% | 4183 |
|
|
2020
Q1 | $791K | Sell |
17,043
-106,264
| -86% | -$6.46M | ﹤0.01% | 4111 |
|
|
2019
Q4 | $8.46M | Buy |
123,307
+89,836
| +268% | +$5.96M | ﹤0.01% | 2601 |
|
|
2019
Q3 | $2.16M | Buy |
33,471
+26,145
| +357% | +$1.69M | ﹤0.01% | 3713 |
|
|
2019
Q2 | $483K | Sell |
7,326
-5,862
| -44% | -$387K | ﹤0.01% | 4624 |
|
|
2019
Q1 | $844K | Sell |
13,188
-68,407
| -84% | -$4.52M | ﹤0.01% | 4230 |
|
|
2018
Q4 | $4.97M | Sell |
81,595
-39,034
| -32% | -$2.53M | ﹤0.01% | 2913 |
|
|
2018
Q3 | $8.55M | Sell |
120,629
-34,246
| -22% | -$2.57M | ﹤0.01% | 2569 |
|
|
2018
Q2 | $11.8M | Sell |
154,875
-80,133
| -34% | -$6.16M | ﹤0.01% | 2183 |
|
|
2018
Q1 | $17M | Buy |
235,008
+48,025
| +26% | +$3.6M | ﹤0.01% | 1814 |
|
|
2017
Q4 | $13.4M | Buy |
186,983
+33,797
| +22% | +$2.48M | ﹤0.01% | 2089 |
|
|
2017
Q3 | $11.4M | Buy |
153,186
+50,058
| +49% | +$3.51M | ﹤0.01% | 2152 |
|
|
2017
Q2 | $7.72M | Sell |
103,128
-51,705
| -33% | -$3.78M | ﹤0.01% | 2425 |
|
|
2017
Q1 | $11.7M | Sell |
154,833
-108,327
| -41% | -$8.29M | ﹤0.01% | 2054 |
|
|
2016
Q4 | $20.3M | Buy |
263,160
+251,292
| +2,117% | +$17.5M | 0.01% | 1525 |
|
|
2016
Q3 | $706K | Buy |
11,868
+8,483
| +251% | +$486K | ﹤0.01% | 4288 |
|
|
2016
Q2 | $181K | Buy |
3,385
+532
| +19% | +$28.9K | ﹤0.01% | 4990 |
|
|
2016
Q1 | $148K | Sell |
2,853
-4,625
| -62% | -$222K | ﹤0.01% | 5141 |
|
|
2015
Q4 | $348K | Sell |
7,478
-76,182
| -91% | -$3.85M | ﹤0.01% | 4779 |
|
|
2015
Q3 | $4.25M | Buy |
83,660
+23,468
| +39% | +$1.24M | ﹤0.01% | 2800 |
|
|
2015
Q2 | $3.43M | Buy |
60,192
+53,642
| +819% | +$2.88M | ﹤0.01% | 3138 |
|
|
2015
Q1 | $346K | Buy |
6,550
+161
| +3% | +$8.35K | ﹤0.01% | 4889 |
|
|
2014
Q4 | $363K | Sell |
6,389
-1,410
| -18% | -$79.4K | ﹤0.01% | 4894 |
|
|
2014
Q3 | $425K | Sell |
7,799
-49,203
| -86% | -$2.84M | ﹤0.01% | 4676 |
|
|
2014
Q2 | $3.61M | Sell |
57,002
-36,317
| -39% | -$2.17M | ﹤0.01% | 2971 |
|
|
2014
Q1 | $6.04M | Buy |
93,319
+22,680
| +32% | +$1.42M | ﹤0.01% | 2394 |
|
|
2013
Q4 | $4.54M | Buy |
70,639
+61,790
| +698% | +$3.75M | ﹤0.01% | 2657 |
|
|
2013
Q3 | $480K | Buy |
8,849
+2,225
| +34% | +$130K | ﹤0.01% | 4358 |
|
|
2013
Q2 | $369K | Buy |
+6,624
| New | +$338K | ﹤0.01% | 4477 |
|
Other funds holding UMBF
UB
VPM
VCM
Morgan Stanley's UMBF Position: Q1 2026 in Review
Morgan Stanley increased its UMB Financial (UMBF) stake by 23% in Q1 2026, buying an estimated $22.9M and bringing the position to 1,006,918 shares worth $114M. The position accounts for 0.01% of the portfolio, ranked #1338.
Morgan Stanley first reported a position in UMBF in Q2 2013 and has held it in 52 quarters since. 449 funds tracked by Wall St. Rank hold UMBF as of Q1 2026.
- Morgan Stanley held 1,006,918 shares of UMB Financial worth $114M as of Q1 2026.
- Morgan Stanley bought 190,536 UMB Financial shares in Q1 2026, an estimated $22.9M.
- UMB Financial made up 0.01% of Morgan Stanley's portfolio in Q1 2026, its #1338 holding.
- Morgan Stanley first reported a position in UMB Financial in Q2 2013 and has held it in 52 quarters since.
- 449 funds tracked by Wall St. Rank held UMB Financial as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.