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.
| # | 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. | $532.8M | 4.7M | ▼−1.8% Reduced · −86K sh | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $466.5M | 4.1M | ▲New +4.1M sh | Q1 2026 | |
| 4 | STATE STREET CORP | $450.8M | 4.0M | ▼−4.8% Reduced · −201K sh | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $349.8M | 3.1M | ▲New +3.1M sh | 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 | $219.7M | 1.9M | ▲+2.1% Added · +39K sh | Q1 2026 | |
| 9 | Neuberger Berman Group LLC | $191.7M | 1.7M | ▼−2.5% Reduced · −44K sh | Q1 2026 | |
| 10 | Allspring Global Investments Holdings, LLC | $155.6M | 1.4M | ▼−18% Reduced · −293K sh | Q1 2026 | |
| 11 | AMERICAN CENTURY COMPANIES INC | $151.8M | 1.3M | ▼−11% Reduced · −165K sh | Q1 2026 | |
| 12 | EARNEST PARTNERS LLC | $144.1M | 1.3M | ▼−2.2% Reduced · −29K sh | Q1 2026 | |
| 13 | ALLIANCEBERNSTEIN L.P. | $140.3M | 1.2M | ▼−15% Reduced · −223K sh | Q1 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. | $74.3M | 659K | ▲+4.2% Added · +27K sh | Q1 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 10, 2026 | Wilson Uma | Executive Vice President | Option exercise (M) | 922 | $69K |
| Jun 10, 2026 | Wilson Uma | Executive Vice President | Sell (S) | 922 | $123K |
| Jun 10, 2026 | Wilson Uma | Executive Vice President | Option exercise (M) | 922 | $0 |
| Jun 10, 2026 | Gallagher Kevin Charles | Director | Sell (S) | 381 | $51K |
| Jun 9, 2026 | Rine James D | President | Sell (S) | 7K | $950K |
| Jun 9, 2026 | Rine James D | President | Sell (S) | 1K | $143K |
| May 1, 2026 | Murphy Timothy R. | Director | Grant (A) | 116 | $15K |
| May 1, 2026 | Williams Leroy James Jr | Director | Grant (A) | 116 | $15K |
| May 1, 2026 | Peterman Tamara | Director | Grant (A) | 116 | $15K |
| May 1, 2026 | Murphy Susan G | Director | Grant (A) | 116 | $15K |
| May 1, 2026 | ROBBINS KRIS A | Director | Grant (A) | 116 | $15K |
| May 1, 2026 | Lazo Margaret | Director | Grant (A) | 116 | $15K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 136 funds | $54.2B |
| BROADCOM INCAVGO | 136 funds | $28.5B |
| NVIDIA CORPNVDA | 135 funds | $78.6B |
| AMAZON.COM INCAMZN | 135 funds | $41.3B |
| ALPHABET INC-CL AGOOGL | 135 funds | $35.5B |
| META PLATFORMS INC-CLASS AMETA | 135 funds | $24.9B |
| ELI LILLY & COLLY | 135 funds | $14.6B |
| VISA INC-CLASS A SHARESV | 135 funds | $11.4B |
| JPMORGAN CHASE & COJPM | 133 funds | $18.1B |
| APPLE INCAAPL | 132 funds | $64.6B |
| MASTERCARD INC - AMA | 132 funds | $10.1B |
| COSTCO WHOLESALE CORPCOST | 132 funds | $9.8B |
Ranked by how many of UMBF's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
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. Every panel above is one call to the Arkolith API & MCP server.