Titelia

Fund shareholders of UMB Financial Corp

ISIN US9027881088 · United States · LEI 549300MGEH3N3CUCV828

Fund shareholders
500
Of which ETFs
107 393 other funds
Value held
≈ 5.2B $ 5.2B $ · 59.9M SEK
Share of capital
48.5 % of 76M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 2,444,161348.9M $0.28 %3.22 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,171,089309.9M $0.01 %2.86 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,896,852270.8M $0.33 %2.50 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,567,528223.8M $0.12 %2.06 %as of Jun 30, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 993,420141.8M $0.21 %1.31 %as of Jun 30, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 952,076125M $1.70 %1.25 %as of May 31, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 950,602138.5M $2.53 %1.25 %as of Jul 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 921,703134.3M $0.61 %1.21 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 818,023116.8M $0.12 %1.08 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 806,756117.6M $0.35 %1.06 %as of Jul 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 773,414110.4M $0.97 %1.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 673,09896.1M $0.45 %0.89 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 635,30890.7M $0.62 %0.84 %as of Jun 30, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 618,08588.2M $2.99 %0.81 %as of Jun 30, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 525,00074.9M $1.60 %0.69 %as of Jun 30, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 465,00066.4M $2.18 %0.61 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 454,04464.8M $1.37 %0.60 %as of Jun 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 420,27855.2M $0.02 %0.55 %as of May 31, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 404,09958.9M $0.05 %0.53 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 386,09356.3M $0.29 %0.51 %as of Jul 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 380,60255.5M $0.28 %0.50 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 375,40254.7M $0.33 %0.49 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 373,46749M $0.28 %0.49 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 367,26548.2M $0.11 %0.48 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 361,49551.6M $0.28 %0.48 %as of Jun 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 358,36051.2M $0.59 %0.47 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 343,49145.1M $0.20 %0.45 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 328,28747.8M $0.33 %0.43 %as of Jul 31, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 321,53846.9M $1.87 %0.42 %as of Jul 31, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 289,78242.2M $0.04 %0.38 %as of Jul 31, 2026 ↗
AB Discovery Value Fund AB TRUST 264,13537.7M $1.47 %0.35 %as of Jun 30, 2026 ↗
SmallCap Fund Principal Funds, Inc 240,20035M $1.68 %0.32 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 239,22334.9M $0.42 %0.31 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 228,22832.6M $0.31 %0.30 %as of Jun 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 223,82332.6M $0.21 %0.29 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 215,60930.8M $0.02 %0.28 %as of Jun 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 214,14328.1M $1.68 %0.28 %as of May 31, 2026 ↗
Putnam Core Equity Fund Putnam Funds Trust 197,65528.8M $0.46 %0.26 %as of Jul 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 192,95525.3M $0.17 %0.25 %as of May 31, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 187,67327.3M $0.67 %0.25 %as of Jul 31, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 184,28624.2M $0.97 %0.24 %as of May 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 182,52124M $0.04 %0.24 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 179,45526.2M $0.35 %0.24 %as of Jul 31, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 159,23422.7M $3.10 %0.21 %as of Jun 30, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 155,90022.3M $1.18 %0.21 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 155,43920.4M $0.39 %0.20 %as of May 29, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 154,52422.5M $0.05 %0.20 %as of Jul 31, 2026 ↗
Emerald Growth Fund RBB Fund, Inc. 141,36620.6M $1.39 %0.19 %as of Jul 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 139,60019.9M $0.20 %0.18 %as of Jun 30, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 137,08518M $0.02 %0.18 %as of May 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 136,80919.9M $0.05 %0.18 %as of Jul 31, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 136,23019.4M $0.33 %0.18 %as of Jun 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 135,16819.3M $0.96 %0.18 %as of Jun 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 134,11817.6M $0.01 %0.18 %as of May 31, 2026 ↗
ClearBridge Mid Cap Fund Legg Mason Partners Investment Trust 132,00019.2M $1.25 %0.17 %as of Jul 31, 2026 ↗
JOHNSON EQUITY INCOME FUND Johnson Mutual Funds Trust 129,22418.4M $2.71 %0.17 %as of Jun 30, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 126,22518M $1.19 %0.17 %as of Jun 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 125,68016.5M $3.65 %0.17 %as of May 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 122,83516.1M $0.12 %0.16 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 120,61115.8M $0.06 %0.16 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 119,58817.4M $0.04 %0.16 %as of Jul 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 118,25416.9M $0.14 %0.16 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 114,72216.4M $0.46 %0.15 %as of Jun 30, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 113,91815M $0.27 %0.15 %as of May 31, 2026 ↗
Victory RS Partners Fund Victory Portfolios 112,15416M $2.35 %0.15 %as of Jun 30, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 110,88116.2M $0.85 %0.15 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 109,55615.6M $0.58 %0.14 %as of Jun 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 109,27214.3M $0.01 %0.14 %as of May 31, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 105,63015.4M $0.68 %0.14 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 105,06013.8M $1.47 %0.14 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 104,60814.9M $1.01 %0.14 %as of Jun 30, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 99,66413.1M $0.51 %0.13 %as of May 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 97,70013.9M $0.06 %0.13 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 96,50514.1M $0.35 %0.13 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 94,94412.5M $0.14 %0.13 %as of May 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 94,80213.5M $0.62 %0.12 %as of Jun 30, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 92,62013.2M $0.01 %0.12 %as of Jun 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 92,25113.4M $0.69 %0.12 %as of Jul 31, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 90,71112.9M $1.65 %0.12 %as of Jun 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 90,57513.2M $0.53 %0.12 %as of Jul 31, 2026 ↗
Fidelity Series Small Cap Core Fund Fidelity Concord Street Trust 88,80012.9M $0.82 %0.12 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 86,28112.6M $0.95 %0.11 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 84,87612.4M $0.55 %0.11 %as of Jul 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 83,76012.2M $0.03 %0.11 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 81,15011.6M $0.30 %0.11 %as of Jun 30, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 79,55311.4M $1.48 %0.10 %as of Jun 30, 2026 ↗
Third Avenue Small-Cap Value Fund Third Avenue Trust 78,10111.4M $5.24 %0.10 %as of Jul 31, 2026 ↗
Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 77,57011.3M $1.05 %0.10 %as of Jul 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 77,14511.2M $0.12 %0.10 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 76,32910.9M $0.43 %0.10 %as of Jun 30, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 75,92310.8M $1.65 %0.10 %as of Jun 30, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 72,37610.3M $0.98 %0.10 %as of Jun 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 72,21410.3M $0.28 %0.10 %as of Jun 30, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 69,40610.1M $0.01 %0.09 %as of Jul 31, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 69,0589.1M $1.16 %0.09 %as of May 31, 2026 ↗
Congress SMid Growth ETF Professionally Managed Portfolios 69,02810.1M $2.22 %0.09 %as of Jul 31, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 68,1179.7M $1.26 %0.09 %as of Jun 30, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 66,5009.7M $1.37 %0.09 %as of Jul 31, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 64,5479.2M $0.23 %0.08 %as of Jun 30, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 64,4799.2M $1.12 %0.08 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Third Avenue Small-Cap Value Fund Third Avenue Trust 5.24 %as of Jul 31, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 3.65 %as of May 31, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 3.31 %as of Jul 31, 2026 ↗
Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust 3.17 %as of Jun 30, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 3.10 %as of Jun 30, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 2.99 %as of Jun 30, 2026 ↗
JOHNSON EQUITY INCOME FUND Johnson Mutual Funds Trust 2.71 %as of Jun 30, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 2.71 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 2.53 %as of Jul 31, 2026 ↗
Victory RS Partners Fund Victory Portfolios 2.35 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3498+3436,745,438+0.9 %
2026Q2464+1836,431,040-0.6 %
2026Q1446-1136,636,609-0.2 %
2025Q4457+236,693,514+2.7 %
2025Q3455+2135,740,039+7.8 %
2025Q2434+2333,151,206+39.6 %
2025Q1411+1523,754,458+1.2 %
2024Q4396+2123,469,341+4.0 %
2024Q3375+1422,564,116+2.4 %
2024Q2361+622,037,183+1.9 %
2024Q1355+1021,627,749-0.1 %
2023Q434521,641,151

Institutional managers

440 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.9,344,4671.1B $as of Mar 31, 2026
UMB Bank, n.a.4,723,573532.8M $as of Mar 31, 2026
STATE STREET CORP3,981,601450.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP2,909,932328.2M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP2,707,124305.3M $as of Mar 31, 2026
FMR LLC2,422,435273.2M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,947,446219.7M $as of Mar 31, 2026
NEUBERGER BERMAN GROUP LLC1,699,639191.7M $as of Mar 31, 2026
Allspring Global Investments Holdings, LLC1,357,177155.6M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,345,844151.8M $as of Mar 31, 2026
EARNEST PARTNERS LLC1,277,889144.1M $as of Mar 31, 2026
ALLIANCEBERNSTEIN L.P.1,219,978140.3M $as of Mar 31, 2026
CITADEL ADVISORS LLC1,068,582120.5M $as of Mar 31, 2026
MORGAN STANLEY1,006,918113.6M $as of Mar 31, 2026
VICTORY CAPITAL MANAGEMENT INC979,052110.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC966,744109M $as of Mar 31, 2026
FIRST TRUST ADVISORS LP899,400101.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC896,104101.1M $as of Mar 31, 2026
NORTHERN TRUST CORP880,34599.3M $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC712,85980.4M $as of Mar 31, 2026
GW&K Investment Management, LLC701,18779.1K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/695,27678.4M $as of Mar 31, 2026
Global Alpha Capital Management Ltd.658,98274.3M $as of Mar 31, 2026
Nuveen, LLC656,03474M $as of Mar 31, 2026
Clearbridge Investments, LLC649,57173.3M $as of Mar 31, 2026
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Titelia. "Fund shareholders of UMB Financial Corp". https://titelia.com/en/stocks/umb-financial-corp-US9027881088