433 tracked 13F filers disclose a position in UMBF as of the latest SEC 13F filings, a combined $7.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.1B | 9.3M | ▲+2.5% Added · +228K sh | Q1 2026 | |
| 2 | UMB Bank, n.a. | $667.4M | 4.7M | ▼−1.0% Reduced · −49K sh | Q2 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $466.5M | 4.1M | →First observed position No prior filed position | Q1 2026 | |
| 4 | STATE STREET CORP | $591.8M | 4.1M | ▲+3.8% Added · +152K sh | Q2 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $349.8M | 3.1M | →First observed position No prior filed position | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $328.2M | 2.9M | ▲+1.9% Added · +55K sh | Q1 2026 | |
| 7 | FMR LLC | $273.2M | 2.4M | ▼−8.1% Reduced · −213K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $294.8M | 2.1M | ▲+6.0% Added · +117K sh | Q2 2026 | |
| 9 | Neuberger Berman Group LLC | $191.7M | 1.7M | ▼−2.5% Reduced · −44K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $151.8M | 1.3M | ▼−11% Reduced · −165K sh | Q1 2026 | |
| 11 | EARNEST PARTNERS LLC | $177.4M | 1.2M | ▼−2.8% Reduced · −35K sh | Q2 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $140.3M | 1.2M | ▼−15% Reduced · −223K sh | Q1 2026 | |
| 13 | Allspring Global Investments Holdings, LLC | $166.9M | 1.1M | ▼−16% Reduced · −211K sh | Q2 2026 | |
| 14 | CITADEL ADVISORS LLC | $120.5M | 1.1M | ▼−14% Reduced · −173K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $113.6M | 1.0M | ▲+23% Added · +191K sh | Q1 2026 | |
| 16 | VICTORY CAPITAL MANAGEMENT INC | $110.4M | 979K | ▼−11% Reduced · −124K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $109.0M | 967K | ▲+0.6% Added · +6K sh | Q1 2026 | |
| 18 | FIRST TRUST ADVISORS LP | $101.4M | 899K | ▲+12% Added · +96K sh | Q1 2026 | |
| 19 | GOLDMAN SACHS GROUP INC | $101.1M | 896K | ▲+11% Added · +90K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $99.3M | 880K | ▲+3.2% Added · +27K sh | Q1 2026 | |
| 21 | NORGES BANK | $85.9M | 747K | ▼−16% Reduced · −146K sh | Q4 2025 | |
| 22 | PRINCIPAL FINANCIAL GROUP INC | $80.4M | 713K | ▼−1.9% Reduced · −14K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $78.4M | 695K | ▲+7.0% Added · +46K sh | Q1 2026 | |
| 24 | Global Alpha Capital Management Ltd. | $98.6M | 690K | ▲+4.8% Added · +31K sh | Q2 2026 | |
| 25 | Nuveen, LLC | $74.0M | 656K | ▼−17% Reduced · −135K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in UMBF and 22 added to an existing one, while 25 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 238 funds | $268.7B |
| AMAZON.COM INCAMZN | 238 funds | $197.8B |
| APPLE INCAAPL | 236 funds | $298.1B |
| ALPHABET INC-CL AGOOGL | 235 funds | $170.1B |
| JPMORGAN CHASE & COJPM | 233 funds | $68.5B |
| NVIDIA CORPNVDA | 232 funds | $389.5B |
| BROADCOM INCAVGO | 232 funds | $150.8B |
| META PLATFORMS INC-CLASS AMETA | 231 funds | $113.0B |
| ELI LILLY & COLLY | 230 funds | $76.4B |
| VISA INC-CLASS A SHARESV | 230 funds | $63.5B |
| ALPHABET INC-CL CGOOG | 225 funds | $115.3B |
| CHEVRON CORPCVX | 225 funds | $34.7B |
Ranked by how many of UMBF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | Terry Thomas S | Chief Credit Officer | Sell (S) | 6K | $867K |
| Aug 17, 2026 | Shankar Ram | Chief Financial Officer | Sell (S) | 2K | $303K |
| Aug 6, 2026 | Murphy Susan G | Director | Sell (S) | 475 | $69K |
| Aug 6, 2026 | Murphy Susan G | Director | Sell (S) | 902 | $131K |
| Aug 5, 2026 | Odgers David Carl | Chief Accounting Officer | Sell (S) | 145 | $21K |
| Aug 4, 2026 | Mason Phillip James | President, Inst. Banking | Sell (S) | 800 | $118K |
| Aug 4, 2026 | Wilson Uma | Executive Vice President | Sell (S) | 4K | $613K |
| Aug 4, 2026 | Newton Nikki Farentino | President, Private Wealth Mgmt | Sell (S) | 2K | $297K |
| Aug 4, 2026 | Newton Nikki Farentino | President, Private Wealth Mgmt | Sell (S) | 1 | $149 |
| Aug 4, 2026 | KEMPER J MARINER | Chairman and CEO, Director | Sell (S) | 15K | $2.2M |
| Aug 3, 2026 | KEMPER J MARINER | Chairman and CEO, Director | Sell (S) | 4K | $619K |
| Jul 31, 2026 | Beaird Robert Brian | Chief Human Resource Officer | Sell (S) | 2K | $231K |
| Class | 13F holders | Value held |
|---|---|---|
| UMBFthis pagecs | 433 funds | $7.9B |
| 902788405Preferred Stock | 2 funds | $8K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for UMBF
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UMBF/capital-change-brief"
Use Arkolith's capital_change_brief for UMBF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UMBF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.