UMB FINL CORP (UMBF) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling UMBF?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for UMB FINL CORP, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on UMBF?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for UMB FINL CORP.

Is institutional money flowing into UMBF?

186 institutional investors hold UMB FINL CORP (UMBF). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about UMBF?

Track institutional sentiment and conviction scores for UMB FINL CORP (UMBF) including Smart Money Verdict and position changes on HoldingsIntel.

UMB FINL CORP

UMBF·902788108·US·equity·Financial Services - Banks - Regional-Activist

UMBF (UMB FINL CORP) is held by 186 institutional investors as of Q4 2025. Largest holders: DIMENSIONAL FUND ADVISORS LP ($328.2M), Allspring Global Investments Holdings, LLC ($155.6M), PRINCIPAL FINANCIAL GROUP INC ($80.4M). Net institutional sentiment: Mixed.

186

Holders

Avg rating(10 Elite)

$6.9B

Total Value

43% (198)

Fund Consensus

80 buying - 107 selling

Smart Money Verdict

View all

37Weak MomentumStrong Convergence

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See how UMBF's score breaks down across 4 SEC sources

Held by 186 funds

10 elite

Who's Trading

InsiderMRMurphy Timothy R.

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderDJDavidson JanineA $15KMay 1, 2026

ActivistVPVanguard Portfolio Management5.5%Apr 29, 2026

Activist

The Vanguard Group0.0%Mar 27, 2026

Congress

Josh GottheimerSale $1,001 - $15,000Apr 9, 2025

Congress

Josh GottheimerBuy $1,001 - $15,000May 22, 2024

Congress

Josh GottheimerBuy $1,001 - $15,000Dec 20, 2023

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
DIMENSIONAL FUND ADVISORS LP	Increased	2.9M(+1.9%)	$328.2M	0.1%	—	32
Allspring Global Investments Holdings, LLC	Decreased	1.4M(-17.8%)	$155.6M	0.3%	—	0
PRINCIPAL FINANCIAL GROUP INC	Decreased	712,859(-1.9%)	$80.4M	0.0%	—	0
NUNuveen, LLC	Decreased	656,034(-17.0%)	$74M	0.0%	—	0
JOHNSON INVESTMENT COUNSEL INC	Increased	482,949(+33.4%)	$54.5M	0.4%	—	45
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	New	294,880	$33.3M	0.3%	—	48
Fisher Asset Management, LLC	Decreased	242,438(-9.1%)	$27.3M	0.0%	—	0
ProShare Advisors LLC	Decreased	215,435(-30.4%)	$24.3M	0.0%	—	0
Boston Trust Walden Corp	Decreased	208,003(-12.3%)	$23.5M	0.2%	—	0
NEW YORK STATE COMMON RETIREMENT FUND	Decreased	193,663(-0.1%)	$21.8M	0.0%	—	0
WCM INVESTMENT MANAGEMENT, LLC	Decreased	178,464(-3.6%)	$19.6M	0.0%	—	0
Swiss National Bank	Increased	150,220(+0.3%)	$16.9M	0.0%	—	28
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	Decreased	133,550(-40.9%)	$15.1M	0.0%	—	0
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Increased	132,821(+3.9%)	$15M	0.0%	—	29
ENVESTNET ASSET MANAGEMENT INC	Decreased	132,428(-15.3%)	$14.9M	0.0%	—	0
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	Decreased	97,269(-2.9%)	$11M	0.1%	—	0
Legal & General Group Plc	Decreased	97,244(-14.5%)	$11M	0.0%	—	0
STRS OHIO	Decreased	96,000(-5.9%)	$10.8M	0.0%	—	0
RSRetirement Systems of Alabama	Increased	87,536(+2.2%)	$9.9M	0.0%	—	28
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Decreased	80,603(-10.2%)	$9.1M	0.0%	—	0
B. Metzler seel. Sohn & Co. AG	Unchanged	38,261	$4.3M	0.0%	—	0
Russell Investments Group, Ltd.	Increased	33,925(+9.4%)	$3.8M	0.0%	—	29
FIFTH THIRD BANCORP	Increased	30,007(+5109.6%)	$3.4M	0.0%	—	43
Arizona State Retirement System	Decreased	20,863(-0.9%)	$2.4M	0.0%	—	0
State of New Jersey Common Pension Fund D	Unchanged	20,705	$2.3M	0.0%	—	0
Police & Firemen's Retirement System of New Jersey	Decreased	19,936(-0.0%)	$2.2M	0.0%	—	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Increased	17,890(+0.1%)	$2M	0.0%	—	26
INTECH INVESTMENT MANAGEMENT LLC	Decreased	17,594(-42.2%)	$2M	0.0%	—	0
STATE OF MICHIGAN RETIREMENT SYSTEM	Increased	17,141(+1.8%)	$1.9M	0.0%	—	26
KLP KAPITALFORVALTNING AS	Decreased	16,695(-2.3%)	$1.9M	0.0%	—	0
HSBC HOLDINGS PLC	Increased	13,355(+290.1%)	$1.5M	0.0%	—	41
Pictet Asset Management Holding SA	Increased	12,280(+7.5%)	$1.4M	0.0%	—	27
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	9,869	$1.1M	0.0%	—	0
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	8,236(-6.5%)	$928,940	0.0%	—	0
TRUIST FINANCIAL CORP	Increased	8,095(+1.5%)	$913,035	0.0%	—	25
Envestnet Portfolio Solutions, Inc.	Decreased	7,651(-21.5%)	$862,956	0.0%	—	0
TRTEACHER RETIREMENT SYSTEM OF TEXAS	Decreased	7,434(-35.9%)	$838,481	0.0%	—	0
HighTower Advisors, LLC	Decreased	5,506(-6.0%)	$621,117	0.0%	—	0
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	4,460(-74.0%)	$513,102	0.0%	—	0
ALPS ADVISORS INC	New	4,490	$506,427	0.0%	—	33
MFMerit Financial Group, LLC	Increased	4,356(+2.5%)	$491,272	0.0%	—	25
NISA INVESTMENT ADVISORS, LLC	Decreased	4,321(-77.1%)	$489,221	0.0%	—	0
Sequoia Financial Advisors, LLC	Decreased	4,234(-33.3%)	$477,553	0.0%	—	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	3,937(+0.7%)	$444,020	0.0%	—	24
Sumitomo Mitsui Trust Group, Inc.	New	3,650	$411,684	0.0%	—	33
Vontobel Holding Ltd.	Decreased	3,265(-3.8%)	$368,259	0.0%	—	0
Savant Capital, LLC	New	2,733	$308,256	0.0%	—	32
ASSETMARK, INC	Increased	2,664(+11.3%)	$300,473	0.0%	—	26
MML INVESTORS SERVICES, LLC	Decreased	2,460(-34.8%)	$277,518	0.0%	—	0
GREENLEAF TRUST	Increased	2,393(+1.1%)	$269,906	0.0%	—	23
OneDigital Investment Advisors LLC	Decreased	2,300(-12.2%)	$259,438	0.0%	—	0
Sanctuary Advisors, LLC	Increased	2,299(+16.5%)	$259,345	0.0%	—	27
EXCHANGE TRADED CONCEPTS, LLC	Increased	2,057(+53.6%)	$232,009	0.0%	—	32
LOS ANGELES CAPITAL MANAGEMENT LLC	Unchanged	1,396	$157,455	0.0%	—	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	862(+102.8%)	$97,225	0.0%	—	35
Eurizon Capital SGR S.p.A.	Decreased	642(-15.9%)	$70,955	0.0%	—	0
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