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
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 62,0027.8M $0.05 %0.08 %as of Apr 30, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 60,5306.8M $0.03 %0.08 %as of Mar 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 60,3697.6M $0.26 %0.08 %as of Apr 30, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 59,0107.4M $0.89 %0.08 %as of Apr 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 58,8257.4M $0.01 %0.08 %as of Apr 30, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 58,8206.8M $0.50 %0.08 %as of Feb 28, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 58,5286.6M $0.25 %0.08 %as of Mar 31, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 57,1457.2M $1.15 %0.08 %as of Apr 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 56,3256.5M $0.38 %0.07 %as of Feb 28, 2026 ↗
Mid Cap Index Fund VALIC Co I 54,5266.3M $0.24 %0.07 %as of Feb 28, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 54,4516.1M $1.63 %0.07 %as of Mar 31, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 54,2706.8M $1.05 %0.07 %as of Apr 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 52,6486.1M $0.24 %0.07 %as of Feb 28, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 51,2876.5M $1.41 %0.07 %as of Apr 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 51,1205.8M $0.05 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 51,0635.8M $0.40 %0.07 %as of Mar 31, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 49,3275.6M $0.59 %0.06 %as of Mar 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 48,9295.7M $0.51 %0.06 %as of Feb 28, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 48,5695.5M $1.05 %0.06 %as of Mar 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 48,0115.4M $0.47 %0.06 %as of Mar 31, 2026 ↗
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 47,7975.4M $0.28 %0.06 %as of Mar 31, 2026 ↗
Small Cap Special Values Fund VALIC Co I 47,5885.5M $3.15 %0.06 %as of Feb 28, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 47,5105.4M $0.75 %0.06 %as of Mar 31, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 46,7075.9M $1.20 %0.06 %as of Apr 30, 2026 ↗
Mid Cap Index Fund Northern Funds 44,9505.1M $0.25 %0.06 %as of Mar 31, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,7455.6M $0.11 %0.06 %as of Apr 30, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 44,6255.6M $1.24 %0.06 %as of Apr 30, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 43,8945.1M $0.02 %0.06 %as of Feb 28, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 43,8275.5M $1.95 %0.06 %as of Apr 30, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 42,6854.8M $0.28 %0.06 %as of Mar 31, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 42,5684.8M $1.00 %0.06 %as of Mar 31, 2026 ↗
NYLIM VP Schroders Mid Cap Opportunities Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 42,5054.8M $0.75 %0.06 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Core Fund Federated Hermes MDT Series 42,2645.3M $0.28 %0.06 %as of Apr 30, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 41,8375.3M $0.01 %0.06 %as of Apr 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 41,2824.8M $0.01 %0.05 %as of Feb 28, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 41,2725.2M $1.05 %0.05 %as of Apr 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 40,8404.6M $0.19 %0.05 %as of Mar 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 40,6234.6M $0.29 %0.05 %as of Mar 31, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 38,9044.4M $0.22 %0.05 %as of Mar 31, 2026 ↗
Mid Cap Value Fund VALIC Co I 38,8304.5M $0.70 %0.05 %as of Feb 28, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 38,7724.4M $0.09 %0.05 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 38,5204.3M $0.01 %0.05 %as of Mar 31, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 38,2914.3M $0.05 %0.05 %as of Mar 31, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 37,8644.4M $1.37 %0.05 %as of Feb 28, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 37,4964.7M $0.20 %0.05 %as of Apr 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 37,4104.7M $0.01 %0.05 %as of Apr 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 35,9514.5M $0.13 %0.05 %as of Apr 30, 2026 ↗
Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust 35,3054.5M $0.31 %0.05 %as of Apr 30, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 35,00037.6M SEK0.47 %0.05 %as of Mar 31, 2026 ↗
LKCM Small Cap Equity Fund LKCM Funds 34,6243.9M $1.20 %0.05 %as of Mar 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 34,6173.9M $0.58 %0.05 %as of Mar 31, 2026 ↗
Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust 33,9153.9M $1.74 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund Northern Funds 33,5913.8M $0.27 %0.04 %as of Mar 31, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 33,5503.8M $1.14 %0.04 %as of Mar 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 33,4003.8M $2.40 %0.04 %as of Mar 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 33,2123.7M $0.25 %0.04 %as of Mar 31, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 33,1973.7M $0.25 %0.04 %as of Mar 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 33,1923.7M $1.16 %0.04 %as of Mar 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 32,9003.7M $0.08 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 32,8873.7M $0.01 %0.04 %as of Mar 31, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 32,2953.6M $0.24 %0.04 %as of Mar 31, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 31,9903.6M $0.23 %0.04 %as of Mar 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 31,5094M $0.28 %0.04 %as of Apr 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 30,8083.6M $0.15 %0.04 %as of Feb 28, 2026 ↗
Small Cap Index Fund VALIC Co I 29,2243.4M $0.27 %0.04 %as of Feb 28, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 29,2053.3M $0.74 %0.04 %as of Mar 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 29,0713.7M $0.18 %0.04 %as of Apr 30, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 28,8913.6M $0.26 %0.04 %as of Apr 30, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 28,6693.2M $1.19 %0.04 %as of Mar 31, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 28,4153.2M $1.97 %0.04 %as of Mar 31, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 28,3953.2M $1.18 %0.04 %as of Mar 31, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 28,0233.2M $0.73 %0.04 %as of Mar 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 27,3153.4M $0.26 %0.04 %as of Apr 30, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 26,9173M $0.25 %0.04 %as of Mar 31, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 25,3632.9M $0.25 %0.03 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 25,2423.2M $0.14 %0.03 %as of Apr 30, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 25,1002.8M $0.27 %0.03 %as of Mar 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 25,0653.2M $0.13 %0.03 %as of Apr 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 25,0332.8M $0.11 %0.03 %as of Mar 31, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 24,9693.2M $0.42 %0.03 %as of Apr 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 24,8653.1M $0.04 %0.03 %as of Apr 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 24,7402.8M $0.15 %0.03 %as of Mar 31, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 24,7132.8M $0.25 %0.03 %as of Mar 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 24,6072.9M $0.03 %0.03 %as of Feb 28, 2026 ↗
AMG GW&K Small Cap Value Fund AMG Funds 24,2422.7M $1.36 %0.03 %as of Mar 31, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 24,2322.7M $0.24 %0.03 %as of Mar 31, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 24,2002.7M $0.69 %0.03 %as of Mar 31, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 24,1423M $0.23 %0.03 %as of Apr 30, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 24,0753M $0.47 %0.03 %as of Apr 30, 2026 ↗
JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust 23,8002.7M $1.63 %0.03 %as of Mar 31, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 23,7892.7M $0.11 %0.03 %as of Mar 31, 2026 ↗
MassMutual Small Cap Growth Equity Fund MASSMUTUAL SELECT FUNDS 23,1232.6M $0.46 %0.03 %as of Mar 31, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 22,9402.6M $0.27 %0.03 %as of Mar 31, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 22,8282.9M $0.01 %0.03 %as of Apr 30, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 22,5002.5M $1.49 %0.03 %as of Mar 31, 2026 ↗
ClearBridge Variable Mid Cap Portfolio Legg Mason Partners Variable Equity Trust 22,5002.5M $1.06 %0.03 %as of Mar 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 22,4032.8M $0.01 %0.03 %as of Apr 30, 2026 ↗
Small Cap Value Fund Northern Funds 21,9072.5M $0.40 %0.03 %as of Mar 31, 2026 ↗
Victory RS Value Fund Victory Portfolios 21,7702.5M $1.00 %0.03 %as of Mar 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 21,6352.4M $0.25 %0.03 %as of Mar 31, 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 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