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
MOA SMALL CAP VALUE FUND MoA Funds Corp 63,6129.1M $2.20 %0.08 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 62,3749.1M $0.06 %0.08 %as of Jul 31, 2026 ↗
iShares Core S&P U.S. Value ETF iShares Trust 61,7268.8M $0.03 %0.08 %as of Jun 30, 2026 ↗
Allspring Small Company Value Portfolio ALLSPRING MASTER TRUST 61,3758.9M $1.34 %0.08 %as of Jul 31, 2026 ↗
FT Vest SMID Rising Dividend Achievers Target Income ETF First Trust Exchange-Traded Fund IV 60,9658.9M $0.98 %0.08 %as of Jul 31, 2026 ↗
VANGUARD S&P MID-CAP 400 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 60,4817.9M $0.56 %0.08 %as of May 31, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 58,8258.6M $0.01 %0.08 %as of Jul 31, 2026 ↗
EQ/Mid Cap Index Portfolio EQ Advisors Trust 57,9018.3M $0.28 %0.08 %as of Jun 30, 2026 ↗
NYLIM VP Schroders Mid Cap Opportunities Portfolio NYLIM VP FUNDS TRUST 57,2408.2M $1.13 %0.08 %as of Jun 30, 2026 ↗
AB Small Cap Value Portfolio AB CAP FUND, INC. 56,2258M $1.39 %0.07 %as of Jun 30, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 55,9298.2M $0.30 %0.07 %as of Jul 31, 2026 ↗
Allspring Common Stock Fund ALLSPRING FUNDS TRUST 55,6407.9M $1.17 %0.07 %as of Jun 30, 2026 ↗
Fidelity Advisor Financials Fund Fidelity Advisor Series VII 55,3458.1M $1.19 %0.07 %as of Jul 31, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 55,0517.9M $0.05 %0.07 %as of Jun 30, 2026 ↗
Column Small Cap Select Fund Trust for Professional Managers 53,9907.1M $0.37 %0.07 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 52,5296.9M $0.54 %0.07 %as of May 31, 2026 ↗
Mid Cap Index Fund VALIC Co I 52,3926.9M $0.27 %0.07 %as of May 31, 2026 ↗
LVIP Wellington SMID Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 52,2397.5M $1.69 %0.07 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 51,2977.3M $0.33 %0.07 %as of Jun 30, 2026 ↗
Columbia Mid Cap Index Fund COLUMBIA FUNDS SERIES TRUST 51,0016.7M $0.26 %0.07 %as of May 31, 2026 ↗
SA AB Small & Mid Cap Value Portfolio SUNAMERICA SERIES TRUST 50,7777.4M $1.51 %0.07 %as of Jul 31, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 48,7767.1M $0.56 %0.06 %as of Jul 31, 2026 ↗
William Blair Small Cap Value Fund WILLIAM BLAIR FUNDS 48,5426.9M $0.66 %0.06 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Mid Cap ETF T. Rowe Price Exchange-Traded Funds, Inc. 48,3456.9M $0.26 %0.06 %as of Jun 30, 2026 ↗
Mid Cap Index Fund Northern Funds 46,4056.6M $0.28 %0.06 %as of Jun 30, 2026 ↗
Small Cap Core Portfolio Bernstein Fund Inc 45,4306.5M $0.75 %0.06 %as of Jun 30, 2026 ↗
Nuveen Small Cap Select Fund Nuveen Investment Funds, Inc. 45,4096.6M $1.62 %0.06 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 45,3516.6M $0.65 %0.06 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 45,1755.9M $0.02 %0.06 %as of May 31, 2026 ↗
Horizon Multi-Factor Small/Mid Cap Fund Horizon Funds 45,1005.9M $0.79 %0.06 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 44,8166.4M $0.48 %0.06 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 44,7456.5M $0.12 %0.06 %as of Jul 31, 2026 ↗
Nuveen Small Cap Value Opportunities Fund Nuveen Investment Trust 44,4456.3M $2.00 %0.06 %as of Jun 30, 2026 ↗
Nuveen Small Cap Value Fund Nuveen Investment Funds, Inc. 43,8276.4M $2.23 %0.06 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 43,5586.3M $0.01 %0.06 %as of Jul 31, 2026 ↗
Allspring Opportunity Fund ALLSPRING FUNDS TRUST 42,5806.1M $0.32 %0.06 %as of Jun 30, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 42,5516.1M $0.21 %0.06 %as of Jun 30, 2026 ↗
First Trust BuyWrite Income ETF First Trust Exchange-Traded Fund VI 42,1186M $0.26 %0.06 %as of Jun 30, 2026 ↗
Invesco S&P MidCap Value with Momentum ETF Invesco Exchange-Traded Fund Trust 41,8876.1M $1.21 %0.06 %as of Jul 31, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 41,7615.5M $0.01 %0.05 %as of May 31, 2026 ↗
Mercer US Small/Mid Cap Equity Fund Mercer Funds 41,4175.9M $0.31 %0.05 %as of Jun 30, 2026 ↗
John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust 41,3025.9M $0.10 %0.05 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 41,2235.9M $0.31 %0.05 %as of Jun 30, 2026 ↗
Virtus NFJ Dividend Value Fund Virtus Investment Trust 40,8285.8M $1.11 %0.05 %as of Jun 30, 2026 ↗
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 40,7015.8M $0.30 %0.05 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 39,3485.7M $0.14 %0.05 %as of Jul 31, 2026 ↗
Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust 39,2065.6M $1.00 %0.05 %as of Jun 30, 2026 ↗
Mid Cap Value Fund VALIC Co I 39,1555.1M $0.75 %0.05 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 39,1005.7M $0.01 %0.05 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 38,6035.6M $0.22 %0.05 %as of Jul 31, 2026 ↗
MFS Blended Research Small Cap Equity Fund MFS SERIES TRUST X 38,2875M $1.54 %0.05 %as of May 31, 2026 ↗
Small Cap Index Fund Northern Funds 37,3235.3M $0.32 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 37,1475.3M $0.01 %0.05 %as of Jun 30, 2026 ↗
Virtus NFJ Small-Cap Value Fund Virtus Investment Trust 36,1325.2M $2.00 %0.05 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Growth Fund Federated Hermes MDT Series 35,8845.2M $0.63 %0.05 %as of Jul 31, 2026 ↗
Thrivent Small Cap Value ETF Thrivent ETF Trust 35,4635.1M $2.71 %0.05 %as of Jun 30, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 35,3775.2M $0.35 %0.05 %as of Jul 31, 2026 ↗
Handelsbanken Amerika Småbolag Tema Handelsbanken Fonder AB 35,00037.6M SEK0.47 %0.05 %as of Mar 31, 2026 ↗
Neuberger Small-Mid Cap ETF Neuberger Berman ETF Trust 34,2184.5M $1.99 %0.05 %as of May 31, 2026 ↗
Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust 33,9034.9M $0.34 %0.04 %as of Jul 31, 2026 ↗
Index 400 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 33,1014.7M $0.28 %0.04 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 32,9044.7M $0.01 %0.04 %as of Jun 30, 2026 ↗
Empower S&P Mid Cap 400 Index Fund EMPOWER FUNDS, INC. 32,8124.7M $0.28 %0.04 %as of Jun 30, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 31,0214.4M $0.58 %0.04 %as of Jun 30, 2026 ↗
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 30,9594.4M $0.76 %0.04 %as of Jun 30, 2026 ↗
EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust 30,5494.4M $0.26 %0.04 %as of Jun 30, 2026 ↗
iShares ESG Aware MSCI USA Small-Cap ETF iShares Trust 30,1504M $0.16 %0.04 %as of May 31, 2026 ↗
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 30,0704.4M $0.22 %0.04 %as of Jul 31, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 29,2193.8M $0.03 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 29,0553.8M $0.28 %0.04 %as of May 31, 2026 ↗
Small Cap Value Fund Northern Funds 28,9264.1M $0.60 %0.04 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 27,5853.9M $0.78 %0.04 %as of Jun 30, 2026 ↗
Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust 27,3874M $0.93 %0.04 %as of Jul 31, 2026 ↗
MidCap S&P 400 Index Fund Principal Funds, Inc 27,3064M $0.29 %0.04 %as of Jul 31, 2026 ↗
First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI 27,0693.9M $1.28 %0.04 %as of Jun 30, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 26,3473.8M $0.15 %0.03 %as of Jul 31, 2026 ↗
BNY Mellon Midcap Index Fund, Inc. BNY MELLON MIDCAP INDEX FUND, INC. 25,9183.8M $0.29 %0.03 %as of Jul 31, 2026 ↗
Virtus NFJ Large-Cap Value Fund Virtus Investment Trust 25,8903.7M $2.04 %0.03 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Small Company Index Fund SCHWAB CAPITAL TRUST 25,8413.8M $0.16 %0.03 %as of Jul 31, 2026 ↗
MOA MID CAP EQUITY INDEX FUND MoA Funds Corp 25,2493.6M $0.28 %0.03 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 25,0333.6M $0.12 %0.03 %as of Jun 30, 2026 ↗
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 24,9873.6M $1.13 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 24,9803.6M $0.16 %0.03 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 24,8653.6M $0.04 %0.03 %as of Jul 31, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 24,8493.5M $0.03 %0.03 %as of Jun 30, 2026 ↗
NVIT Mid Cap Index Fund Nationwide Variable Insurance Trust 24,7953.5M $0.28 %0.03 %as of Jun 30, 2026 ↗
VIP Balanced Portfolio Variable Insurance Products Fund III 24,7913.5M $0.04 %0.03 %as of Jun 30, 2026 ↗
Mid Cap Index Trust John Hancock Variable Insurance Trust 24,7323.5M $0.27 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 24,3473.5M $0.32 %0.03 %as of Jun 30, 2026 ↗
ClearBridge Variable Small Cap Growth Portfolio Legg Mason Partners Variable Equity Trust 24,2003.5M $0.75 %0.03 %as of Jun 30, 2026 ↗
AMG GW&K Small Cap Value Fund AMG Funds 23,9593.4M $1.44 %0.03 %as of Jun 30, 2026 ↗
VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS 23,7893.4M $0.11 %0.03 %as of Jun 30, 2026 ↗
Victory RS Small Cap Growth Fund Victory Portfolios 23,5303.4M $0.82 %0.03 %as of Jun 30, 2026 ↗
MetLife Mid Cap Stock Index Portfolio Brighthouse Funds Trust II 23,5063.4M $0.27 %0.03 %as of Jun 30, 2026 ↗
VIP Financials Portfolio Variable Insurance Products Fund IV 23,3953.3M $1.21 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 23,3233.3M $0.30 %0.03 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 23,0753.4M $0.52 %0.03 %as of Jul 31, 2026 ↗
Schwab 1000 Index Fund SCHWAB INVESTMENTS 22,4033.3M $0.01 %0.03 %as of Jul 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 22,3633.2M $0.33 %0.03 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 22,2293.2M $0.11 %0.03 %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