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UMB Financial

449 hedge funds and large institutions have $7.88B invested in UMB Financial in 2026 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 159 increasing their positions, 149 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

49,836% more call options, than puts

Call options by funds: $5.49M | Put options by funds: $11K

181% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 26

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

9% more funds holding

Funds holding: 411449 (+38)

7% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 149

4% less capital invested

Capital invested by funds: $8.17B → $7.88B (-$286M)

1.68% less ownership

Funds ownership: 93.42%91.74% (-1.7%)

Holders
449
Holders Change
+38
Holders Change %
+9.25%
% of All Funds
5.53%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
73
Increased
159
Reduced
149
Closed
26
Calls
$5.49M
Puts
$11K
Net Calls
+$5.48M
Net Calls Change
+$3.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.05B +$27.5M +228,107 +3%
UB
2
UMB Bank
Missouri
$533M -$10.4M -86,251 -2%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$467M +$498M +4,136,220 New
State Street
4
State Street
Massachusetts
$451M -$24.2M -200,919 -5%
VCM
5
Vanguard Capital Management
Pennsylvania
$350M +$373M +3,101,293 New
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$328M +$6.62M +55,005 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$305M +$14M +116,344 +4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$273M -$25.6M -213,068 -8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$220M +$4.75M +39,468 +2%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$192M -$5.33M -44,264 -3%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$156M -$35.3M -292,899 -18%
American Century Companies
12
American Century Companies
Missouri
$152M -$19.9M -165,404 -11%
EARNEST Partners
13
EARNEST Partners
Georgia
$144M -$3.46M -28,753 -2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$140M -$26.8M -222,895 -15%
Citadel Advisors
15
Citadel Advisors
Florida
$121M -$20.8M -172,583 -14%
Morgan Stanley
16
Morgan Stanley
New York
$114M +$22.9M +190,536 +23%
Victory Capital Management
17
Victory Capital Management
Texas
$110M -$14.9M -124,034 -11%
Charles Schwab
18
Charles Schwab
California
$109M +$712K +5,913 +0.6%
First Trust Advisors
19
First Trust Advisors
Illinois
$101M +$11.6M +96,149 +12%
Goldman Sachs
20
Goldman Sachs
New York
$101M +$10.8M +89,681 +11%
Northern Trust
21
Northern Trust
Illinois
$99.3M +$3.26M +27,047 +3%
Principal Financial Group
22
Principal Financial Group
Iowa
$80.4M -$1.7M -14,160 -2%
GKIM
23
GW&K Investment Management
Massachusetts
$79.1M -$2.06M -17,090 -2%
Bank of America
24
Bank of America
North Carolina
$78.4M +$5.48M +45,547 +7%
GACM
25
Global Alpha Capital Management
Quebec, Canada
$74.3M +$3.22M +26,766 +4%