Titelia

Fund shareholders of UMB Financial Corp

ISIN US9027881088 · United States · LEI 549300MGEH3N3CUCV828

Fund shareholders
466
Of which ETFs
103 363 other funds
Value held
4.3B $ 59.9M SEK
Share of capital
48.0 % of 76M shares on Jul 27, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Mid-Cap ETF iShares Trust 2,364,089266.6M $0.25 %3.11 %as of Mar 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 2,167,771244.5M $0.01 %2.85 %as of Mar 31, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,779,804200.7M $0.28 %2.34 %as of Mar 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 1,579,906178.2M $0.11 %2.08 %as of Mar 31, 2026 ↗
VANGUARD EXPLORER FUND VANGUARD EXPLORER FUND 1,238,218156.2M $0.72 %1.63 %as of Apr 30, 2026 ↗
Neuberger Genesis Fund NEUBERGER BERMAN EQUITY FUNDS 1,021,548118.4M $1.38 %1.35 %as of Feb 28, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 1,006,114113.5M $0.19 %1.32 %as of Mar 31, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 852,10296.1M $3.08 %1.12 %as of Mar 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 796,33489.8M $0.11 %1.05 %as of Mar 31, 2026 ↗
First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI 766,83586.5M $0.86 %1.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 718,24890.6M $0.28 %0.95 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S&P(R) Dividend ETF SPDR SERIES TRUST 642,63272.5M $0.35 %0.85 %as of Mar 31, 2026 ↗
Fidelity Small Cap Value Fund Fidelity Securities Fund 625,47778.9M $1.55 %0.82 %as of Apr 30, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 620,00069.9M $2.20 %0.82 %as of Mar 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 570,85064.4M $0.52 %0.75 %as of Mar 31, 2026 ↗
Victory Sycamore Small Company Opportunity Fund Victory Portfolios 560,00063.2M $1.42 %0.74 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST 483,28354.5M $1.47 %0.64 %as of Mar 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 474,67855M $0.02 %0.62 %as of Feb 28, 2026 ↗
VANGUARD DIVIDEND APPRECIATION INDEX FUND VANGUARD SPECIALIZED FUNDS 400,88150.6M $0.04 %0.53 %as of Apr 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 380,60248M $0.25 %0.50 %as of Apr 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 372,59643.2M $0.11 %0.49 %as of Feb 28, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 363,28445.8M $0.24 %0.48 %as of Apr 30, 2026 ↗
iShares S&P Mid-Cap 400 Value ETF iShares Trust 362,89040.9M $0.51 %0.48 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 360,23141.7M $0.27 %0.47 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF SPDR SERIES TRUST 348,76539.3M $0.25 %0.46 %as of Mar 31, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 346,52140.2M $0.19 %0.46 %as of Feb 28, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 343,48543.3M $0.27 %0.45 %as of Apr 30, 2026 ↗
Harbor Small Cap Value Fund HARBOR FUNDS 333,02042M $1.66 %0.44 %as of Apr 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 309,81539.1M $0.29 %0.41 %as of Apr 30, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 283,92132.9M $0.05 %0.37 %as of Feb 28, 2026 ↗
VANGUARD HIGH DIVIDEND YIELD INDEX FUND VANGUARD WHITEHALL FUNDS 283,81835.8M $0.04 %0.37 %as of Apr 30, 2026 ↗
SmallCap Fund Principal Funds, Inc 250,60031.6M $1.50 %0.33 %as of Apr 30, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 244,89627.6M $0.31 %0.32 %as of Mar 31, 2026 ↗
AB Discovery Value Fund AB TRUST 231,88826.9M $1.09 %0.31 %as of Feb 28, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 230,25926.7M $0.11 %0.30 %as of Feb 28, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 225,53328.5M $0.38 %0.30 %as of Apr 30, 2026 ↗
Putnam Core Equity Fund Putnam Funds Trust 222,72028.1M $0.46 %0.29 %as of Apr 30, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 216,21227.3M $0.19 %0.28 %as of Apr 30, 2026 ↗
ProShares S&P MidCap 400 Dividend Aristocrats ETF ProShares Trust 202,99523.5M $1.33 %0.27 %as of Feb 28, 2026 ↗
MFS New Discovery Value Fund MFS SERIES TRUST XIII 202,99323.5M $0.86 %0.27 %as of Feb 28, 2026 ↗
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 201,20022.7M $0.28 %0.26 %as of Mar 31, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 193,66821.8M $3.10 %0.25 %as of Mar 31, 2026 ↗
Schwab U.S. Mid-Cap ETF SCHWAB STRATEGIC TRUST 193,08822.4M $0.16 %0.25 %as of Feb 28, 2026 ↗
Nuveen Quant Small Cap Equity Fund TIAA-CREF Funds 191,38324.1M $0.62 %0.25 %as of Apr 30, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 170,70919.3M $0.01 %0.22 %as of Mar 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 159,43920.1M $0.28 %0.21 %as of Apr 30, 2026 ↗
T. Rowe Price Financial Services Fund, Inc. T. ROWE PRICE FINANCIAL SERVICES FUND, INC. 155,90017.6M $1.01 %0.21 %as of Mar 31, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 151,40017.1M $0.08 %0.20 %as of Mar 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 148,46118.7M $0.04 %0.20 %as of Apr 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 136,80917.3M $0.05 %0.18 %as of Apr 30, 2026 ↗
ClearBridge Mid Cap Fund Legg Mason Partners Investment Trust 135,00017M $1.08 %0.18 %as of Apr 30, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 134,11815.5M $0.01 %0.18 %as of Feb 28, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 131,88015.3M $3.37 %0.17 %as of Feb 28, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 131,58216.6M $0.18 %0.17 %as of Apr 30, 2026 ↗
JOHNSON EQUITY INCOME FUND Johnson Mutual Funds Trust 129,22414.6M $2.12 %0.17 %as of Mar 31, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 126,83414.7M $0.11 %0.17 %as of Feb 28, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 119,58815.1M $0.04 %0.16 %as of Apr 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 118,16113.3M $0.28 %0.16 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 115,37813.4M $0.01 %0.15 %as of Feb 28, 2026 ↗
State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST 114,07512.9M $1.00 %0.15 %as of Mar 31, 2026 ↗
ClearBridge Small Cap Growth Fund Legg Mason Partners Investment Trust 110,88114M $0.70 %0.15 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF SPDR SERIES TRUST 109,94412.4M $0.51 %0.14 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Fund Goldman Sachs Trust 109,52212.7M $1.35 %0.14 %as of Feb 28, 2026 ↗
VANGUARD S&P MID-CAP 400 INDEX FUND VANGUARD ADMIRAL FUNDS 108,68912.6M $0.24 %0.14 %as of Feb 28, 2026 ↗
Schwab Fundamental U.S. Small Company ETF SCHWAB STRATEGIC TRUST 108,38812.6M $0.13 %0.14 %as of Feb 28, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 106,26612.3M $0.01 %0.14 %as of Feb 28, 2026 ↗
Victory RS Partners Fund Victory Portfolios 103,54411.7M $2.01 %0.14 %as of Mar 31, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 101,18911.4M $0.38 %0.13 %as of Mar 31, 2026 ↗
Neuberger Berman Genesis Portfolio Brighthouse Funds Trust II 100,11911.3M $1.48 %0.13 %as of Mar 31, 2026 ↗
Vaughan Nelson Small Cap Fund Natixis Funds Trust I 98,92511.2M $0.81 %0.13 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC EQUITY FUND VANGUARD HORIZON FUNDS 98,67611.1M $0.11 %0.13 %as of Mar 31, 2026 ↗
Fidelity Advisor Stock Selector Mid Cap Fund Fidelity Advisor Series I 97,32711.3M $0.48 %0.13 %as of Feb 28, 2026 ↗
Fidelity Small Cap Discovery Fund Fidelity Concord Street Trust 96,43012.2M $0.55 %0.13 %as of Apr 30, 2026 ↗
Select Financials Portfolio Fidelity Select Portfolios 96,35811.2M $1.14 %0.13 %as of Feb 28, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 95,26412M $0.03 %0.13 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 95,18310.7M $0.64 %0.13 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 90,44410.2M $0.01 %0.12 %as of Mar 31, 2026 ↗
Emerald Growth Fund FINANCIAL INVESTORS TRUST 89,17611.3M $0.80 %0.12 %as of Apr 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 86,30710.9M $0.28 %0.11 %as of Apr 30, 2026 ↗
Fidelity Series Small Cap Discovery Fund Fidelity Concord Street Trust 83,45110.5M $0.54 %0.11 %as of Apr 30, 2026 ↗
Hartford Schroders US MidCap Opportunities Fund HARTFORD MUTUAL FUNDS II, INC 82,31010.4M $1.02 %0.11 %as of Apr 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 82,0899.3M $0.51 %0.11 %as of Mar 31, 2026 ↗
Boston Trust Walden Small Cap Fund Boston Trust Walden Funds 80,2769.1M $0.91 %0.11 %as of Mar 31, 2026 ↗
Third Avenue Small-Cap Value Fund Third Avenue Trust 78,1019.9M $4.91 %0.10 %as of Apr 30, 2026 ↗
JNL Multi-Manager Small Cap Growth Fund JNL Series Trust 76,2678.6M $0.43 %0.10 %as of Mar 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 76,0588.6M $0.25 %0.10 %as of Mar 31, 2026 ↗
iShares U.S. Regional Banks ETF iShares Trust 75,6218.5M $1.50 %0.10 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 73,2419.2M $0.01 %0.10 %as of Apr 30, 2026 ↗
JNL Mid Cap Index Fund JNL Series Trust 72,0488.1M $0.25 %0.09 %as of Mar 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 71,9949.1M $0.81 %0.09 %as of Apr 30, 2026 ↗
AB Discovery Value Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. 70,9088M $1.17 %0.09 %as of Mar 31, 2026 ↗
AMG GW&K Small Cap Core Fund AMG Funds 70,7158M $1.18 %0.09 %as of Mar 31, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 69,3718M $1.40 %0.09 %as of Feb 28, 2026 ↗
Invesco S&P MidCap 400 GARP ETF Invesco Exchange-Traded Fund Trust 69,3528.8M $1.80 %0.09 %as of Apr 30, 2026 ↗
AMG GW&K Small/Mid Cap Core Fund AMG Funds 66,9757.6M $1.05 %0.09 %as of Mar 31, 2026 ↗
ClearBridge Small Cap Fund Legg Mason Global Asset Management Trust 66,5008.4M $1.15 %0.09 %as of Apr 30, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 65,5818.3M $0.35 %0.09 %as of Apr 30, 2026 ↗
WisdomTree U.S. Midcap Dividend Fund WisdomTree Trust 65,1457.3M $0.20 %0.09 %as of Mar 31, 2026 ↗
MOA SMALL CAP VALUE FUND MoA Funds Corp 65,0207.3M $2.01 %0.09 %as of Mar 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 64,9268.2M $0.66 %0.09 %as of Apr 30, 2026 ↗

Download this table: CSV, JSON

Report an error

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 4.91 %as of Apr 30, 2026 ↗
Select Banking Portfolio Fidelity Select Portfolios 3.37 %as of Feb 28, 2026 ↗
Small Cap Special Values Fund VALIC Co I 3.15 %as of Feb 28, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 3.11 %as of Apr 30, 2026 ↗
Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I 3.10 %as of Mar 31, 2026 ↗
Allspring Special Small Cap Value Fund ALLSPRING FUNDS TRUST 3.08 %as of Mar 31, 2026 ↗
Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust 2.67 %as of Mar 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 2.40 %as of Mar 31, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 2.28 %as of Mar 31, 2026 ↗
Small Cap Value Fund American Century Capital Portfolios, Inc. 2.20 %as of Mar 31, 2026 ↗

Quarter after quarter

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

QuarterShareholdersChangeSharesChange
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

Declared shareholders of UMB Financial Corp

There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Portfolio Management 5.48 %4,176,256as of Mar 31, 2026 · SCHEDULE 13G
Cite this page

Titelia. "Fund shareholders of UMB Financial Corp". https://titelia.com/en/stocks/umb-financial-corp-US9027881088