UMB Financial

UMBF • NASDAQ

UMB Financial is a banks - regional company in the financial services sector on NASDAQ, led by J. Mariner Kemper, with a market cap of $9.0B. As of Q3 2025, 91% of shares are held by 390 institutional investors, with BlackRock, Inc. as the largest holder at 11.9%.

President and Chief Executive OfficerJ. Mariner Kemper

Market Cap$9.0B

Banks - Regional

Financial Services

Employees3.6K

Websiteumb.com

Country

United States of America

Overview

Overview of institutional ownership in UMBF as of Q3 2025 with a market cap of $9.0B

All Institutions

Institutions: 390
Value Held: $8.2B
Shares Held: 69.2M
Avg Position: $21.0M
Median Position: $1.0M

Hedge Funds

Hedge Funds: 32
Value Held: $279.6M
Shares Held: 2.4M
Avg Position: $8.7M
Median Position: $2.9M

Ownership Breakdown

Institutional (non-HF)

88.02%

$7.9B

Hedge Funds

3.11%

$279.6M

Retail & Other

8.87%

$796.9M

Based on market cap of $9.0B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UMBF as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
B BlackRock, Inc. Institution	-	$1.1B 0.02% of portfolio	11.90% 9.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$919.4M 0.01% of portfolio	10.23% 7.8M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
U UMB BANK N A/MO Institution	-	$510.8M 7.52% of portfolio	5.68% 4.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.8B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$502.7M 0.02% of portfolio	5.58% 4.2M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$366.7M 0.06% of portfolio	4.08% 3.1M shares	Q3 2020 Held for 5y 2m	$571.21B
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$335.3M 0.07% of portfolio	3.73% 2.8M shares	≤ Q2 2013 Held for 12y 5m+	$466.32B
FMR LLC Institution	-	$266.0M 0.01% of portfolio	2.96% 2.2M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$221.9M 0.01% of portfolio	2.47% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
N Neuberger Berman Group LLC Institution	-	$216.9M 0.16% of portfolio	2.41% 1.8M shares	Q3 2024 Held for 1y 2m	$136.94B
Allspring Global Investments Holdings, LLC Long Only Manager	Francis Jon Baranko President	$207.7M 0.34% of portfolio	2.31% 1.8M shares	Q4 2021 Held for 3y 11m	$61.5B

Net Capital Flow

Institutional buying and selling activity for UMBF in Q3 2025

Traded: +$178.6M
Buyers: 211
Sellers: 165
Total Bought: +$580.9M
Total Sold: −$402.3M
Avg Position: $18.6M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$88.9M +751.5K shares	$366.7M 3.1M shares
N Neuberger Berman Group LLC Institution	+$53.4M +451.5K shares	$216.9M 1.8M shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	+$39.3M +331.7K shares	$42.3M 357.7K shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	+$29.5M +249.1K shares	$29.5M 249.1K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	+$29.3M +247.6K shares	$29.3M 247.6K shares
Clearbridge Investments, LLC Long Only Manager	+$27.7M +234.0K shares	$71.6M 604.9K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	+$22.3M +188.3K shares	$22.3M 188.3K shares
WCM INVESTMENT MANAGEMENT/CA Long Only Manager	+$21.8M +183.8K shares	$21.8M 183.8K shares
Z Zurich Insurance Group Ltd/FI Institution	+$21.6M +182.8K shares	$21.6M 182.8K shares
FIRST TRUST ADVISORS LP ETF Provider	+$21.1M +178.3K shares	$68.8M 580.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
A AMERICAN CENTURY COMPANIES INC Institution	−$46.2M −390.7K shares	$188.7M 1.6M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$27.2M −229.6K shares	$104.1M 879.4K shares
Invesco Ltd. ETF Provider	−$26.9M −227.7K shares	$30.7M 259.5K shares
Allspring Global Investments Holdings, LLC Long Only Manager	−$26.1M −220.5K shares	$207.7M 1.8M shares
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	−$18.7M −178.0K shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$17.5M −148.0K shares	$12.8M 108.1K shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	−$15.9M −134.1K shares	$31.5M 265.9K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$13.7M −115.7K shares	$4.0M 34.1K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$13.3M −112.3K shares	$21.8M 184.0K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	−$12.7M −121.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UMBF in Q3 2025

New Positions: 27
New Value: $56.9M
Exited Positions: 50
Exited Value: $83.6M

New Positions

Institution	Position Value
T T. Rowe Price Investment Management, Inc. Insurance Manager	$22.3M 188.3K shares
WCM INVESTMENT MANAGEMENT/CA Long Only Manager	$21.8M 183.8K shares
B B. Metzler seel. Sohn & Co. AG Institution	$3.2M 27.2K shares
G GCIC Ltd. Institution	$3.1M 26.4K shares
Steele Capital Management, Inc. RIA/Wealth	$1.5M 12.4K shares
Bridgewater Associates, LP Hedge Fund•Global Macro	$999.1K 8.4K shares
ARMISTICE CAPITAL, LLC Hedge Fund•Long/Short	$897.1K 7.6K shares
Gerber Kawasaki Wealth & Investment Management RIA/Wealth	$830.5K 7.0K shares
Verdence Capital Advisors LLC RIA/Wealth	$459.9K 4.1K shares
Optimize Financial Inc RIA/Wealth	$429.3K 3.6K shares

Exited Positions

Institution	Previous Position
ExodusPoint Capital Management, LP Hedge Fund•Multi-Strategy	$18.7M 178.0K shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	$12.7M 121.1K shares
Verition Fund Management LLC Hedge Fund•Multi-Strategy	$7.9M 74.9K shares
BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds	$6.7M 63.6K shares
R Roubaix Capital, LLC Hedge Fund•Long/Short	$4.1M 39.2K shares
Edgestream Partners, L.P. Hedge Fund•Quant Macro	$3.7M 35.3K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$2.9M 28.0K shares
PMC FIG Opportunities LLC Real Assets	$2.9M 27.2K shares
C Campbell & CO Investment Adviser LLC Hedge Fund•Quant Macro	$2.2M 21.3K shares
Jackson Creek Investment Advisors LLC Long Only Manager	$1.8M 17.3K shares

Options Activity

Institutions with the largest Call and Put options positions in UMBF as of Q3 2025

Call Positions: 3
Call Value: $2.7M
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.3M 110.0 contracts
J JANE STREET GROUP, LLC Institution	$982.3K 83.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$402.4K 34.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with UMBF as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
U UMB BANK N A/MO Institution	-	7.52% $510.8M	5.68% 4.3M shares	≤ Q2 2013 Held for 12y 5m+	$6.8B
P Powszechne Towarzystwo Emerytalne Allianz Polska S.A. Institution	-	7.10% $20.2M	0.22% 170.4K shares	Q1 2025 Held for 8 months	$284.2M
S Stieven Capital Advisors, L.P. Hedge Fund•Long/Short	Joseph Albert Stieven Managing Partner	5.13% $27.2M	0.30% 230.1K shares	Q1 2025 Held for 8 months	$530.5M
Global Alpha Capital Management Ltd. Long Only Manager	Robert Beauregard President	4.36% $76.2M	0.85% 643.8K shares	Q2 2015 Held for 10y 5m	$1.7B
NEUMEIER POMA INVESTMENT COUNSEL LLC Long Only Manager	Brian David Poma CEO	3.27% $40.0M	0.45% 338.1K shares	Q1 2024 Held for 1y 8m	$1.2B
Gator Capital Management, LLC Hedge Fund•Long/Short	Derek Steven Pilecki CIO	3.08% $12.0M	0.13% 101.7K shares	Q2 2023 Held for 2y 5m	$390.0M
Elizabeth Park Capital Advisors, Ltd. Hedge Fund•Long/Short	Fred Anthony Cummings President	2.87% $3.6M	0.04% 30.5K shares	Q1 2025 Held for 8 months	$126.0M
THIRD AVENUE MANAGEMENT LLC Long Only Manager	Michael Anthony Buono CFO	2.17% $11.5M	0.13% 97.5K shares	≤ Q2 2013 Held for 12y 5m+	$532.7M
P Petiole USA ltd Institution	-	1.97% $2.9M	0.03% 24.1K shares	Q1 2025 Held for 8 months	$144.8M
Tributary Capital Management, LLC Long Only Manager	Mark Alan Wynegar President	1.56% $32.9M	0.37% 277.8K shares	≤ Q2 2013 Held for 12y 5m+	$2.1B

Hedge Fund Spotlight

Discover hedge funds investing in UMBF

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in UMB Financial

Market Value: $104.1M
Shares Held: 879.4K
Portfolio Weight: 0.09%
Owned Since: 2013-Q2

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%