Who owns UMBF
440 institutions reported holding UMBF for 2026Q1, together 91% of the company, more than the 407 a quarter earlier.
440
Institutions reporting a position · as of 2026Q1 · up from 407 the quarter before
- Shares held by institutions
- 69.8M
Shares held by institutions · 91% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $7.88B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 38%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 65
- Positions exited
- 36
- Added to
- 140
- Reduced
- 137
- Top 10 holdersof the company
- 51%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 440 | 69.8M | $7.88B |
| 2025Q4 | 407 | 71.0M | $8.17B |
| 2025Q3 | 400 | 69.1M | $8.18B |
| 2025Q2 | 403 | 68.8M | $7.25B |
| 2025Q1 | 406 | 67.1M | $6.79B |
| 2024Q4 | 353 | 51.2M | $5.77B |
| 2024Q3 | 320 | 50.0M | $5.26B |
| 2024Q2 | 292 | 49.1M | $4.10B |
| 2024Q1 | 268 | 42.5M | $3.70B |
| 2023Q4 | 258 | 42.8M | $3.57B |
| 2023Q3 | 240 | 43.2M | $2.68B |
| 2023Q2 | 223 | 45.0M | $2.74B |
| 2023Q1 | 257 | 42.4M | $2.45B |
| 2022Q4 | 263 | 42.7M | $3.57B |
| 2022Q3 | 270 | 42.7M | $3.60B |
| 2022Q2 | 256 | 42.8M | $3.69B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| BlackRock Inc. | 9.3M | 12% | $1.05B |
| VANGUARD GROUP INC | 7.8M | 10% | $884M |
| UMB Bank, n.a. | 4.7M | 6.2% | $533M |
| STATE STREET CORP | 4.0M | 5.2% | $451M |
| DIMENSIONAL FUND ADVISORS LP | 2.9M | 3.8% | $328M |
| WELLINGTON MANAGEMENT GROUP LLP | 2.7M | 3.5% | $305M |
| FMR LLC | 2.4M | 3.2% | $273M |
| GEODE CAPITAL MANAGEMENT LLC | 1.9M | 2.5% | $220M |
| Neuberger Berman Group LLC | 1.7M | 2.2% | $192M |
| WELLS FARGO & COMPANY/MN | 1.5M | 2.0% | $171M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
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