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
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 22,1363.2M $0.02 %0.03 %as of Jul 31, 2026 ↗
SmallCap Account Principal Variable Contract Funds, Inc 22,0003.1M $1.59 %0.03 %as of Jun 30, 2026 ↗
ClearBridge Variable Mid Cap Portfolio Legg Mason Partners Variable Equity Trust 22,0003.1M $1.15 %0.03 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 21,8433.1M $0.30 %0.03 %as of Jun 30, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 21,8393.1M $0.37 %0.03 %as of Jun 30, 2026 ↗
First Trust Mid Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 21,6453.2M $0.23 %0.03 %as of Jul 31, 2026 ↗
iShares U.S. Financial Services ETF iShares Trust 21,5393.1M $0.14 %0.03 %as of Jul 31, 2026 ↗
VIP Stock Selector Portfolio Variable Insurance Products Fund 21,3003M $0.06 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 21,1413M $0.33 %0.03 %as of Jun 30, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 20,79022.3M SEK0.08 %0.03 %as of Mar 31, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 20,2002.9M $0.51 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Value Fund Bridgeway Funds, Inc. 20,0002.9M $0.83 %0.03 %as of Jun 30, 2026 ↗
WisdomTree U.S. MidCap Fund WisdomTree Trust 19,9992.9M $0.30 %0.03 %as of Jun 30, 2026 ↗
LVIP State Street Mid-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 19,9192.8M $0.28 %0.03 %as of Jun 30, 2026 ↗
JOHNSON OPPORTUNITY FUND Johnson Mutual Funds Trust 19,9002.8M $1.74 %0.03 %as of Jun 30, 2026 ↗
Putnam Small Cap Value Fund Putnam Investment Funds 19,7002.6M $0.87 %0.03 %as of May 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 19,6852.8M $0.25 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 19,6192.8M $0.01 %0.03 %as of Jun 30, 2026 ↗
Victory RS Value Fund Victory Portfolios 19,4002.8M $1.09 %0.03 %as of Jun 30, 2026 ↗
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 19,0012.8M $0.12 %0.03 %as of Jul 31, 2026 ↗
Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust 18,4232.4M $0.02 %0.02 %as of May 31, 2026 ↗
T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II 18,4002.6M $0.23 %0.02 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 18,2912.7M $0.02 %0.02 %as of Jul 31, 2026 ↗
Penn Series Small Cap Value Fund Penn Series Funds Inc 18,2792.6M $1.60 %0.02 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 18,2762.7M $0.30 %0.02 %as of Jul 31, 2026 ↗
LVIP Nomura SMID Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 18,2742.6M $0.35 %0.02 %as of Jun 30, 2026 ↗
GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. 18,0002.6M $3.31 %0.02 %as of Jul 31, 2026 ↗
Invesco S&P MidCap 400 Revenue ETF Invesco Exchange-Traded Fund Trust II 17,4672.3M $0.19 %0.02 %as of May 31, 2026 ↗
Nuveen Small/Mid Cap Growth Opportunities Fund Nuveen Investment Funds, Inc. 17,2582.5M $1.55 %0.02 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 16,5822.2M $0.22 %0.02 %as of May 31, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 16,3352.3M $0.33 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 16,2492.1M $0.02 %0.02 %as of May 31, 2026 ↗
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 15,8602.3M $0.28 %0.02 %as of Jun 30, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 15,8452.1M $0.28 %0.02 %as of May 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 15,4802.3M $0.24 %0.02 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 15,1962.2M $0.32 %0.02 %as of Jul 31, 2026 ↗
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 15,0582.1M $0.26 %0.02 %as of Jun 30, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 14,7172.1M $1.65 %0.02 %as of Jun 30, 2026 ↗
AQR Style Premia Alternative Fund AQR Funds 14,6202.1M $0.08 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 14,4652.1M $0.31 %0.02 %as of Jun 30, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 14,2202.1M $0.09 %0.02 %as of Jul 31, 2026 ↗
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 14,0292M $2.08 %0.02 %as of Jun 30, 2026 ↗
Goldman Sachs Small/Mid Cap Equity Fund Goldman Sachs Trust 13,7391.8M $1.19 %0.02 %as of May 31, 2026 ↗
MML Small/Mid Cap Value Fund MML SERIES INVESTMENT FUND 13,6101.9M $1.47 %0.02 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 13,2061.9M $0.09 %0.02 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 13,1881.9M $0.30 %0.02 %as of Jul 31, 2026 ↗
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 13,1541.9M $0.27 %0.02 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 12,9841.9M $0.14 %0.02 %as of Jul 31, 2026 ↗
T. Rowe Price Dynamic Credit Fund T. ROWE PRICE INTERNATIONAL FUNDS, INC. 12,9211.8M $0.13 %0.02 %as of Jun 30, 2026 ↗
First Trust Nasdaq BuyWrite Income ETF First Trust Exchange-Traded Fund VI 12,9181.8M $0.20 %0.02 %as of Jun 30, 2026 ↗
VY(R) AMERICAN CENTURY SMALL-MID CAP VALUE PORTFOLIO Voya Partners Inc 12,5561.8M $0.66 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 12,4651.8M $0.21 %0.02 %as of Jun 30, 2026 ↗
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 12,2981.8M $0.28 %0.02 %as of Jul 31, 2026 ↗
Catholic Responsible Investments Small-Mid Cap Equity Fund Catholic Responsible Investments Funds 12,2401.8M $0.30 %0.02 %as of Jul 31, 2026 ↗
Virtus Ceredex Small-Cap Value Equity Fund Virtus Asset Trust 12,1501.7M $1.57 %0.02 %as of Jun 30, 2026 ↗
Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust 11,9811.6M $0.23 %0.02 %as of May 31, 2026 ↗
Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST 11,7431.7M $0.23 %0.02 %as of Jun 30, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 11,4861.5M $0.11 %0.02 %as of May 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 11,4701.6M $0.33 %0.02 %as of Jun 30, 2026 ↗
Putnam VT Small Cap Value Fund Putnam Variable Trust 11,3001.6M $1.32 %0.01 %as of Jun 30, 2026 ↗
JNL/Mellon Financial Sector Fund JNL Series Trust 11,2771.6M $0.12 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 11,1441.6M $0.33 %0.01 %as of Jun 30, 2026 ↗
MFS Blended Research Mid Cap Equity Fund MFS Series Trust X 11,1411.5M $0.05 %0.01 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 11,1311.6M $0.49 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 11,0271.6M $0.05 %0.01 %as of Jul 31, 2026 ↗
Allspring Special Global Small Cap Fund ALLSPRING FUNDS TRUST 11,0051.6M $1.41 %0.01 %as of Jul 31, 2026 ↗
Variable Portfolio - Partners Small Cap Value Fund Columbia Funds Variable Series Trust II 10,9991.6M $0.36 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 10,9001.6M $0.89 %0.01 %as of Jun 30, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 10,8351.5M $0.51 %0.01 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 10,7821.5M $0.33 %0.01 %as of Jun 30, 2026 ↗
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 10,7021.5M $0.28 %0.01 %as of Jun 30, 2026 ↗
Fidelity Flex Mid Cap Index Fund Fidelity Salem Street Trust 10,6441.6M $0.24 %0.01 %as of Jul 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 10,6161.4M $0.26 %0.01 %as of May 31, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 10,4091.5M $0.12 %0.01 %as of Jun 30, 2026 ↗
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 10,3501.5M $0.29 %0.01 %as of Jul 31, 2026 ↗
Eaton Vance Equity Strategy Fund Eaton Vance Growth Trust 10,3501.4M $0.23 %0.01 %as of May 31, 2026 ↗
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 10,2411.5M $0.27 %0.01 %as of Jun 30, 2026 ↗
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 10,2111.5M $0.02 %0.01 %as of Jun 30, 2026 ↗
Virtus Small-Cap Fund Virtus Investment Trust 10,1491.4M $1.08 %0.01 %as of Jun 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 10,1251.5M $1.31 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 9,9071.4M $0.33 %0.01 %as of Jun 30, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 9,8701.4M $0.07 %0.01 %as of Jul 31, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 9,7351.4M $0.06 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 9,6991.4M $0.59 %0.01 %as of Jun 30, 2026 ↗
MFS Blended Research Small Cap Equity Portfolio MFS VARIABLE INSURANCE TRUST III 9,6461.4M $1.60 %0.01 %as of Jun 30, 2026 ↗
Nomura Smid Cap Core Fund IVY FUNDS 9,6271.4M $0.35 %0.01 %as of Jun 30, 2026 ↗
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 9,4721.4M $0.29 %0.01 %as of Jul 31, 2026 ↗
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 9,4341.3M $0.28 %0.01 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 9,3311.3M $0.61 %0.01 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 9,3111.3M $0.06 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 9,2841.3M $0.32 %0.01 %as of Jun 30, 2026 ↗
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 9,2581.2M $0.29 %0.01 %as of May 31, 2026 ↗
Small Cap Value Fund VALIC Co I 9,2171.2M $0.48 %0.01 %as of May 31, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 9,1461.2M $0.15 %0.01 %as of May 31, 2026 ↗
MML VIP American Century Small Company Value Fund MML SERIES INVESTMENT FUND 8,8991.3M $2.18 %0.01 %as of Jun 30, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 8,8551.3M $0.32 %0.01 %as of Jun 30, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 8,3561.2M $0.34 %0.01 %as of Jul 31, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 8,3191.2M $0.18 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 8,3111.2M $0.15 %0.01 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 8,0561.2M $0.01 %0.01 %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