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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 920 | 103.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AQR Small Cap Multi-Style Fund AQR Funds | 910 | 102.6K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. | 879 | 99.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 869 | 98K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Federated Hermes Global Allocation Fund Federated Hermes Global Allocation Fund | 842 | 97.6K $ | 0.03 % | 0.00 % | as of Feb 28, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 826 | 93.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 819 | 103.3K $ | 0.18 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 784 | 90.8K $ | 0.08 % | 0.00 % | as of Feb 28, 2026 ↗ |
| THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. | 770 | 86.8K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 707 | 79.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust | 689 | 77.7K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Themes US Small Cap Cash Flow Champions ETF Themes ETF Trust | 660 | 74.4K $ | 2.67 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 622 | 72.1K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Banking Fund Rydex Series Funds | 600 | 67.7K $ | 0.96 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ULTRA MID CAP PROFUND ProFunds | 573 | 72.3K $ | 0.17 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 571 | 64.4K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor SMID Cap Value ETF Harbor ETF Trust | 544 | 68.6K $ | 1.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 519 | 65.5K $ | 0.83 % | 0.00 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 509 | 57.4K $ | 0.46 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Banking Fund Rydex Variable Trust | 490 | 55.3K $ | 0.96 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MFS Global Alternative Strategy Fund MFS Series Trust XV | 485 | 61.2K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 483 | 54.5K $ | 0.05 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Mid Cap Value ETF American Century ETF Trust | 466 | 54K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 449 | 50.6K $ | 0.52 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 428 | 49.6K $ | 0.15 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 395 | 44.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 379 | 47.8K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 356 | 40.2K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST | 355 | 40K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| William Blair Small-Mid Cap Value Fund WILLIAM BLAIR FUNDS | 354 | 39.9K $ | 1.09 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 347 | 39.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 345 | 38.9K $ | 0.97 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 341 | 43K $ | 0.38 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 311 | 36K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 290 | 36.6K $ | 0.26 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 243 | 27.4K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 229 | 25.8K $ | 0.11 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Northern Trust US Equity ETF Northern Funds | 215 | 24.2K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 209 | 23.6K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust | 209 | 23.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Intech S&P Small-Mid Cap Diversified Alpha ETF Tidal Trust III | 203 | 25.6K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 200 | 22.6K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Multimanager Aggressive Equity Portfolio EQ Advisors Trust | 200 | 22.6K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 185 | 20.9K $ | 0.28 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 184 | 20.8K $ | 0.17 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust | 167 | 18.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 164 | 18.5K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds | 148 | 18.7K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 148 | 16.7K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 137 | 17.3K $ | 0.19 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 133 | 16.8K $ | 0.21 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 126 | 14.6K $ | 0.37 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 98 | 11.1K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 96 | 12.1K $ | 0.49 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 96 | 12.1K $ | 0.09 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 84 | 9.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 80 | 10.1K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| ProShares Hedge Replication ETF ProShares Trust | 75 | 8.7K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 63 | 7.1K $ | 0.19 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 60 | 6.8K $ | 0.20 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 55 | 6.2K $ | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Thematic Rotation Active ETF BlackRock ETF Trust | 26 | 3.3K $ | 0.00 % | as of Apr 30, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 24 | 2.8K $ | 0.25 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 20 | 2.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 19 | 2.1K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 10 | 1.1K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 464 | +18 | 36,431,040 | -0.6 % |
| 2026Q1 | 446 | -11 | 36,636,609 | -0.2 % |
| 2025Q4 | 457 | +2 | 36,693,514 | +2.7 % |
| 2025Q3 | 455 | +21 | 35,740,039 | +7.8 % |
| 2025Q2 | 434 | +23 | 33,151,206 | +39.6 % |
| 2025Q1 | 411 | +15 | 23,754,458 | +1.2 % |
| 2024Q4 | 396 | +21 | 23,469,341 | +4.0 % |
| 2024Q3 | 375 | +14 | 22,564,116 | +2.4 % |
| 2024Q2 | 361 | +6 | 22,037,183 | +1.9 % |
| 2024Q1 | 355 | +10 | 21,627,749 | -0.1 % |
| 2023Q4 | 345 | 21,641,151 |
Institutional managers
440 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 9,344,467 | 1.1B $ | as of Mar 31, 2026 |
| UMB Bank, n.a. | 4,723,573 | 532.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 3,981,601 | 450.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 2,909,932 | 328.2M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,707,124 | 305.3M $ | as of Mar 31, 2026 |
| FMR LLC | 2,422,435 | 273.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 1,947,446 | 219.7M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 1,699,639 | 191.7M $ | as of Mar 31, 2026 |
| Allspring Global Investments Holdings, LLC | 1,357,177 | 155.6M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,345,844 | 151.8M $ | as of Mar 31, 2026 |
| EARNEST PARTNERS LLC | 1,277,889 | 144.1M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 1,219,978 | 140.3M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 1,068,582 | 120.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,006,918 | 113.6M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 979,052 | 110.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 966,744 | 109M $ | as of Mar 31, 2026 |
| FIRST TRUST ADVISORS LP | 899,400 | 101.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 896,104 | 101.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 880,345 | 99.3M $ | as of Mar 31, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | 712,859 | 80.4M $ | as of Mar 31, 2026 |
| GW&K Investment Management, LLC | 701,187 | 79.1K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 695,276 | 78.4M $ | as of Mar 31, 2026 |
| Global Alpha Capital Management Ltd. | 658,982 | 74.3M $ | as of Mar 31, 2026 |
| Nuveen, LLC | 656,034 | 74M $ | as of Mar 31, 2026 |
| Clearbridge Investments, LLC | 649,571 | 73.3M $ | 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.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Portfolio Management | 5.48 % | 4,176,256 | as 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