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UMB Financial

479 hedge funds and large institutions have $10.4B invested in UMB Financial in 2026 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 175 increasing their positions, 143 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 48

31% more capital invested

Capital invested by funds: $7.88B → $10.4B (+$2.48B)

22% more repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 143

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 452479 (+27)

4.08% more ownership

Funds ownership: 91.75%95.83% (+4.1%)

Holders
479
Holders Change
+27
Holders Change %
+5.97%
% of All Funds
5.79%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.11%
New
83
Increased
175
Reduced
143
Closed
48
Calls
$3.3M
Puts
Net Calls
+$3.3M
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Principal Financial Group
26
Principal Financial Group
Iowa
$99.2M -$2.32M -18,023 -3%
GACM
27
Global Alpha Capital Management
Quebec, Canada
$98.6M +$4.03M +31,343 +5%
GKIM
28
GW&K Investment Management
Massachusetts
$96M -$3.69M -28,722 -4%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$83.3M -$3.09M -24,025 -4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$78.4M -$447K -3,477 -0.6%
JIC
31
Johnson Investment Counsel
Ohio
$71.5M +$2.29M +17,783 +4%
Vanguard Fiduciary Trust
32
Vanguard Fiduciary Trust
Pennsylvania
$67.9M +$1.61M +12,492 +3%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$61.2M -$2.32M -18,046 -4%
JCM
34
Junto Capital Management
New York
$58.9M +$53.1M +412,747 New
NPIC
35
Neumeier Poma Investment Counsel
California
$58.6M +$886K +6,890 +2%
Schroder Investment Management Group
36
Schroder Investment Management Group
United Kingdom
$57M +$10.2M +79,557 +25%
CAM
37
Congress Asset Management
Massachusetts
$56.6M +$31.5M +245,296 +162%
VNIM
38
Vaughan Nelson Investment Management
Texas
$52M +$8.92M +69,407 +24%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$50.4M +$1.71M +13,333 +4%
EA
40
Emerald Advisers
Pennsylvania
$49.4M +$10.1M +78,249 +29%
Franklin Resources
41
Franklin Resources
California
$48.6M +$3.4M +26,465 +8%
SFM
42
Systematic Financial Management
New Jersey
$48.5M -$896K -6,970 -2%
NIG
43
NFJ Investment Group
Texas
$47M +$442K +3,440 +1%
Raymond James Financial
44
Raymond James Financial
Florida
$46.3M +$5.03M +39,128 +14%
JP Morgan Chase
45
JP Morgan Chase
New York
$44M -$563K -4,380 -1%
AQR Capital Management
46
AQR Capital Management
Connecticut
$41.8M +$13.3M +103,226 +54%
ACL
47
Azora Capital LP
Florida
$39.2M +$35.3M +274,871 New
T. Rowe Price Investment Management
48
T. Rowe Price Investment Management
Maryland
$39.2M -$357K -2,779 -1%
Holocene Advisors
49
Holocene Advisors
New York
$37.5M +$27.8M +216,413 +470%
Federated Hermes
50
Federated Hermes
Pennsylvania
$36.5M +$11M +85,274 +50%

UMBF Hedge Fund Activity: Q2 2026 in Review

479 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in UMB Financial (UMBF) for Q2 2026, worth a combined $10.4B — up 31% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new UMBF positions and 48 closed out — a net gain of 35 holders — while 175 added to existing stakes and 143 trimmed.

The largest buyer was BlackRock, adding an estimated $112M. The largest seller was Wellington Management Group, cutting an estimated $131M.

  • 479 institutional investors held UMB Financial (UMBF) as of Q2 2026, up from 452 in Q1 2026.
  • Funds reported $10.4B of UMB Financial stock for Q2 2026, up 31% quarter-over-quarter.
  • 83 funds opened new UMB Financial positions in Q2 2026 and 48 closed out, a net change of +35 holders.
  • The largest UMB Financial buyer in Q2 2026 was BlackRock, an estimated $112M added.
  • The largest UMB Financial seller in Q2 2026 was Wellington Management Group, an estimated $131M sold.

Based on aggregated 13F filings for Q2 2026.