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
Allspring Disciplined Small Cap Fund ALLSPRING FUNDS TRUST 7,9841.1M $0.62 %0.01 %as of Jun 30, 2026 ↗
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 7,9051.2M $0.29 %0.01 %as of Jul 31, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 7,5781.1M $0.03 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 7,4661.1M $0.30 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 7,3861.1M $0.26 %0.01 %as of Jun 30, 2026 ↗
WCM Small Cap Growth Fund INVESTMENT MANAGERS SERIES TRUST 7,1871M $1.81 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7,0301M $0.05 %0.01 %as of Jun 30, 2026 ↗
EQ/Fidelity Institutional AM Large Cap Portfolio EQ Advisors Trust 6,953992.6K $0.06 %0.01 %as of Jun 30, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,9091M $0.17 %0.01 %as of Jul 31, 2026 ↗
Guardian Select Mid Cap Core VIP Fund Guardian Variable Products Trust 6,835975.8K $0.56 %0.01 %as of Jun 30, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 6,768986.3K $0.91 %0.01 %as of Jul 31, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 6,715958.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,707957.5K $0.31 %0.01 %as of Jun 30, 2026 ↗
Fidelity Balanced K6 Fund Fidelity Puritan Trust 6,652873.1K $0.04 %0.01 %as of May 31, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 6,516930.2K $0.08 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 6,480944.3K $0.34 %0.01 %as of Jul 31, 2026 ↗
Putnam VT Core Equity Fund Putnam Variable Trust 6,442919.7K $0.52 %0.01 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 6,245910.1K $0.09 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 6,239890.7K $0.63 %0.01 %as of Jun 30, 2026 ↗
Sterling Capital Mid Cap Relative Value Fund Sterling Capital Funds 6,124874.3K $1.52 %0.01 %as of Jun 30, 2026 ↗
LKCM Small-Mid Cap Equity Fund LKCM Funds 6,087869K $1.87 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 6,014789.4K $0.01 %0.01 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 6,004788.1K $0.28 %0.01 %as of May 31, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 5,957868.1K $0.13 %0.01 %as of Jul 31, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 5,942865.9K $0.05 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,906843.1K $0.32 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 5,891773.3K $0.12 %0.01 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,886772.6K $0.05 %0.01 %as of May 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 5,849835K $0.25 %0.01 %as of Jun 30, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5,795760.7K $0.01 %0.01 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 5,774824.3K $0.14 %0.01 %as of Jun 30, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 5,585797.3K $0.05 %0.01 %as of Jun 30, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 5,518804.1K $0.28 %0.01 %as of Jul 31, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 5,414772.9K $0.02 %0.01 %as of Jun 30, 2026 ↗
Nomura VIP Smid Cap Core Series Ivy Variable Insurance Portfolios 5,301756.8K $0.35 %0.01 %as of Jun 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 5,263751.3K $0.28 %0.01 %as of Jun 30, 2026 ↗
AQR Alternative Risk Premia Fund AQR Funds 4,978710.7K $0.10 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Small Cap Growth Insights Fund Goldman Sachs Trust 4,922717.3K $0.22 %0.01 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 4,909644.4K $0.08 %0.01 %as of May 31, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 4,875696K $1.47 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,818687.8K $0.32 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 4,644609.6K $0.09 %0.01 %as of May 31, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,642662.7K $0.04 %0.01 %as of Jun 30, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,570666K $0.01 %0.01 %as of Jul 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 4,539661.5K $0.29 %0.01 %as of Jul 31, 2026 ↗
Barrons 400 ETF ALPS ETF TRUST 4,483588.4K $0.27 %0.01 %as of May 31, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 4,432632.7K $0.35 %0.01 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,393627.1K $0.26 %0.01 %as of Jun 30, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 4,357571.9K $0.07 %0.01 %as of May 31, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 4,339619.4K $0.44 %0.01 %as of Jun 30, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 4,256620.2K $1.28 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,197599.2K $0.07 %0.01 %as of Jun 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 4,166594.7K $0.29 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 4,083595K $0.03 %0.01 %as of Jul 31, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 3,918514.3K $0.06 %0.01 %as of May 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 3,905557.5K $0.63 %0.01 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 3,834547.3K $0.51 %0.01 %as of Jun 30, 2026 ↗
MidCap Stock Portfolio BNY MELLON INVESTMENT PORTFOLIOS 3,825546.1K $0.32 %0.01 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 3,800553.8K $0.13 %0.01 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3,792497.7K $0.18 %0.00 %as of May 31, 2026 ↗
Allspring VT Opportunity Fund Allspring VARIABLE TRUST 3,635518.9K $0.32 %0.00 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 3,489498.1K $0.16 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,421449K $0.24 %0.00 %as of May 31, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 3,408496.6K $0.09 %0.00 %as of Jul 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 3,351478.4K $0.10 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 3,289431.7K $0.03 %0.00 %as of May 31, 2026 ↗
MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III 3,215459K $0.99 %0.00 %as of Jun 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 3,105452.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,090450.3K $0.16 %0.00 %as of Jul 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,994427.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 2,976424.9K $0.11 %0.00 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 2,891412.7K $0.13 %0.00 %as of Jun 30, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,850406.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,811401.3K $0.10 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 2,811369K $0.09 %0.00 %as of May 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,772395.7K $0.21 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 2,756393.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 2,711387K $1.62 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 2,706355.2K $0.10 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 2,676351.3K $0.14 %0.00 %as of May 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,659379.6K $0.05 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,612372.9K $0.13 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Multi-Factor U.S. Equity Fund JNL Series Trust 2,497356.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 2,468323.9K $0.20 %0.00 %as of May 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 2,454322.1K $0.01 %0.00 %as of May 31, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 2,414316.9K $0.27 %0.00 %as of May 31, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 2,328332.3K $0.11 %0.00 %as of Jun 30, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 2,320331.2K $0.14 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,271324.2K $0.04 %0.00 %as of Jun 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 2,268323.8K $0.23 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,226317.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,200288.8K $0.12 %0.00 %as of May 31, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2,161314.9K $0.04 %0.00 %as of Jul 31, 2026 ↗
Nomura VIP Opportunity Series Delaware VIP Trust 2,111301.4K $0.35 %0.00 %as of Jun 30, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 2,100306K $0.85 %0.00 %as of Jul 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 2,077272.6K $0.45 %0.00 %as of May 31, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 2,069295.4K $0.32 %0.00 %as of Jun 30, 2026 ↗
SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST 2,000291.5K $0.02 %0.00 %as of Jul 31, 2026 ↗
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 1,877268K $0.12 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,845263.4K $0.00 %0.00 %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