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
Sterling Capital Mid Cap Relative Value Fund Sterling Capital Funds 6,403722.2K $1.39 %0.01 %as of Mar 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 6,269791K $0.13 %0.01 %as of Apr 30, 2026 ↗
Cambria Value and Momentum ETF Cambria ETF Trust 6,264790.3K $0.95 %0.01 %as of Apr 30, 2026 ↗
LKCM Small-Mid Cap Equity Fund LKCM Funds 6,087686.6K $1.64 %0.01 %as of Mar 31, 2026 ↗
ATM Mid Cap Managed Volatility Portfolio EQ Advisors Trust 6,060683.5K $0.23 %0.01 %as of Mar 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 6,004677.2K $0.27 %0.01 %as of Mar 31, 2026 ↗
Multi-Manager U.S. Small Cap Equity Fund Goldman Sachs Trust II 5,950750.7K $0.21 %0.01 %as of Apr 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 5,825675K $0.08 %0.01 %as of Feb 28, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,811673.4K $0.01 %0.01 %as of Feb 28, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 5,795731.2K $0.28 %0.01 %as of Apr 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 5,724663.3K $0.05 %0.01 %as of Feb 28, 2026 ↗
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 5,724645.6K $0.51 %0.01 %as of Mar 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 5,476617.6K $0.27 %0.01 %as of Mar 31, 2026 ↗
Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST 5,437630K $0.01 %0.01 %as of Feb 28, 2026 ↗
JNL/Mellon U.S. Stock Market Index Fund JNL Series Trust 5,414610.6K $0.01 %0.01 %as of Mar 31, 2026 ↗
First Trust Mid Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,382679K $0.31 %0.01 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 5,365676.9K $0.07 %0.01 %as of Apr 30, 2026 ↗
SFT Index 400 Mid-Cap Fund Securian Funds Trust 5,263593.6K $0.25 %0.01 %as of Mar 31, 2026 ↗
BlackRock Advantage Small Cap Growth Fund BlackRock Funds 5,260593.3K $0.09 %0.01 %as of Mar 31, 2026 ↗
Fidelity SAI Sustainable Sector Fund Fidelity Summer Street Trust 5,133594.8K $0.09 %0.01 %as of Feb 28, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 4,998563.7K $0.05 %0.01 %as of Mar 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 4,909568.9K $0.07 %0.01 %as of Feb 28, 2026 ↗
MOA ALL AMERICA FUND MoA Funds Corp 4,886551.1K $0.20 %0.01 %as of Mar 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 4,762537.1K $0.12 %0.01 %as of Mar 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 4,743535K $0.05 %0.01 %as of Mar 31, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,641523.5K $0.26 %0.01 %as of Mar 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 4,570576.6K $0.01 %0.01 %as of Apr 30, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 4,559514.2K $0.04 %0.01 %as of Mar 31, 2026 ↗
Federated Hermes Mid-Cap Index Fund Federated Hermes Index Trust 4,517569.9K $0.20 %0.01 %as of Apr 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,512508.9K $0.06 %0.01 %as of Mar 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 4,501521.6K $0.18 %0.01 %as of Feb 28, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 4,490520.3K $0.15 %0.01 %as of Feb 28, 2026 ↗
Penn Series SMID Cap Value Fund Penn Series Funds Inc 4,480505.3K $1.17 %0.01 %as of Mar 31, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 4,456502.6K $0.27 %0.01 %as of Mar 31, 2026 ↗
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 4,256537K $1.22 %0.01 %as of Apr 30, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 4,166469.9K $0.25 %0.01 %as of Mar 31, 2026 ↗
Nuveen Life Small Cap Equity Fund TIAA-CREF Life Funds 4,002451.4K $0.62 %0.01 %as of Mar 31, 2026 ↗
Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust 3,948498.1K $0.02 %0.01 %as of Apr 30, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 3,857446.9K $0.29 %0.01 %as of Feb 28, 2026 ↗
Inspire 500 ETF Northern Lights Fund Trust IV 3,555412K $0.06 %0.00 %as of Feb 28, 2026 ↗
MFS New Discovery Value Portfolio MFS VARIABLE INSURANCE TRUST III 3,411384.7K $0.89 %0.00 %as of Mar 31, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 3,404383.9K $0.39 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 3,152365.3K $0.24 %0.00 %as of Feb 28, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 3,146396.9K $0.15 %0.00 %as of Apr 30, 2026 ↗
iShares Dow Jones U.S. ETF iShares Trust 3,125394.3K $0.01 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 3,113351.1K $0.00 %0.00 %as of Mar 31, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3,043343.2K $0.12 %0.00 %as of Mar 31, 2026 ↗
BlackRock Advantage SMID Cap Fund, Inc. BlackRock Advantage SMID Cap Fund, Inc. 3,037342.5K $0.05 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. Total Dividend Fund WisdomTree Trust 2,985336.7K $0.02 %0.00 %as of Mar 31, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,941331.7K $0.13 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Mid Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 2,938331.4K $0.08 %0.00 %as of Mar 31, 2026 ↗
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 2,916328.9K $1.15 %0.00 %as of Mar 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 2,901327.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
T. Rowe Price Total Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 2,850321.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,772312.7K $0.19 %0.00 %as of Mar 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 2,771312.5K $0.04 %0.00 %as of Mar 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,580291K $0.00 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II 2,454284.4K $0.01 %0.00 %as of Feb 28, 2026 ↗
S&P MidCap Index Fund SHELTON FUNDS 2,414279.7K $0.25 %0.00 %as of Feb 28, 2026 ↗
ProShares Ultra MidCap400 ProShares Trust 2,381275.9K $0.18 %0.00 %as of Feb 28, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 2,367274.3K $0.03 %0.00 %as of Feb 28, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 2,334263.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
PRAXIS SMALL CAP INDEX FUND Praxis Mutual Funds 2,320261.7K $0.13 %0.00 %as of Mar 31, 2026 ↗
Tax-Aware Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 2,297259.1K $0.03 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Large Cap Equity ETF American Century ETF Trust 2,227258.1K $0.03 %0.00 %as of Feb 28, 2026 ↗
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,200254.9K $0.10 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 2,197277.2K $0.07 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,144270.5K $0.00 %0.00 %as of Apr 30, 2026 ↗
Invesco Dividend AchieversTM ETF Invesco Exchange-Traded Fund Trust 2,120267.5K $0.04 %0.00 %as of Apr 30, 2026 ↗
YORKTOWN SMALL CAP FUND American Pension Investors Trust 2,100265K $0.74 %0.00 %as of Apr 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,969222.1K $0.28 %0.00 %as of Mar 31, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,881212.2K $0.01 %0.00 %as of Mar 31, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,727194.8K $0.02 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,714198.6K $0.03 %0.00 %as of Feb 28, 2026 ↗
AQR Small Cap Momentum Style Fund AQR Funds 1,661187.3K $0.11 %0.00 %as of Mar 31, 2026 ↗
Horizon Small/Mid Cap Core Equity ETF Horizon Funds 1,655191.8K $0.34 %0.00 %as of Feb 28, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 1,650191.2K $0.04 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 1,605202.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
AVIP BlackRock Advantage Small Cap Growth Portfolio AuguStar Variable Insurance Products Fund Inc 1,518171.2K $0.14 %0.00 %as of Mar 31, 2026 ↗
Avantis U.S. Mid Cap Equity ETF American Century ETF Trust 1,510175K $0.06 %0.00 %as of Feb 28, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,355152.8K $0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,289145.4K $0.00 %0.00 %as of Mar 31, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,264142.6K $0.01 %0.00 %as of Mar 31, 2026 ↗
First Trust Small Cap BuyWrite Income ETF First Trust Exchange-Traded Fund VI 1,236139.4K $0.63 %0.00 %as of Mar 31, 2026 ↗
Direxion Daily Mid Cap Bull 3X Shares Direxion Shares ETF Trust 1,182149.1K $0.18 %0.00 %as of Apr 30, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 1,180133.1K $0.02 %0.00 %as of Mar 31, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 1,178148.6K $0.02 %0.00 %as of Apr 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 1,178132.9K $0.06 %0.00 %as of Mar 31, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 1,169147.5K $0.01 %0.00 %as of Apr 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 1,152129.9K $0.01 %0.00 %as of Mar 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 1,142132.3K $0.05 %0.00 %as of Feb 28, 2026 ↗
BlackRock Advantage SMID Cap V.I. Fund BlackRock Variable Series Funds, Inc. 1,060119.6K $0.08 %0.00 %as of Mar 31, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 1,038131K $0.09 %0.00 %as of Apr 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,037130.8K $0.00 %0.00 %as of Apr 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 1,021115.2K $0.09 %0.00 %as of Mar 31, 2026 ↗
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 1,005113.4K $0.01 %0.00 %as of Mar 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 958108.1K $0.11 %0.00 %as of Mar 31, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 949110K $0.01 %0.00 %as of Feb 28, 2026 ↗
Overlay A Portfolio BERNSTEIN SANFORD C FUND INC 934105.3K $0.03 %0.00 %as of Mar 31, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 932117.6K $0.00 %0.00 %as of Apr 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 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