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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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$8.87M -$317K -2,469 -4%
VF
102
Vest Financial
Virginia
$8.69M -$50.3K -391 -0.6%
NB
103
Nicolet Bankshares
Wisconsin
$7.99M
Two Sigma Investments
104
Two Sigma Investments
New York
$7.77M -$951K -7,402 -12%
KK
105
Karl Kapital
California
$7.43M -$1.32M -10,295 -17%
Swedbank
106
Swedbank
Sweden
$7.42M +$6.68M +52,000 New
Brown Advisory
107
Brown Advisory
Maryland
$7.4M -$157K -1,218 -2%
BNP Paribas Asset Management
108
BNP Paribas Asset Management
France
$7.36M +$6.45M +50,174 +3,612%
HIM
109
Hillsdale Investment Management
Ontario, Canada
$7.29M +$6.27M +48,800 +2,159%
Barclays
110
Barclays
United Kingdom
$7.26M -$3.83M -29,760 -37%
FGP
111
Freestone Grove Partners
California
$7.16M
Jones Financial Companies
112
Jones Financial Companies
Missouri
$7.1M +$911K +7,090 +17%
GIA
113
GHP Investment Advisors
Colorado
$7.09M +$114K +889 +2%
HI
114
Horizon Investments
North Carolina
$6.88M +$2.33M +18,137 +60%
PCM
115
Palisade Capital Management
New Jersey
$6.8M +$6.12M +47,614 New
MT
116
Midwest Trust
Kansas
$6.72M -$172K -1,335 -3%
LPL Financial
117
LPL Financial
California
$6.62M +$1.35M +10,534 +29%
CCM
118
Channing Capital Management
Illinois
$6.29M +$5.66M +44,027 New
BMSSC
119
B. Metzler seel. Sohn & Co
Germany
$6.26M +$723K +5,621 +15%
OAM
120
Oppenheimer Asset Management
New York
$6.24M -$51.2K -398 -0.9%
PU
121
Petiole USA
New York
$6.08M
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.07M +$178K +1,382 +3%
Canada Life
123
Canada Life
Manitoba, Canada
$5.89M -$900 -7 -0%
FDCDDQ
124
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.49M +$546K +4,251 +12%
PP
125
Prudential plc
United Kingdom
$5.44M +$93.6K +728 +2%

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.