Ticker · CUSIP 902788108

UMBF

UMB FINL CORP

Financial Services·Banks - Regional

···Share

Holders (tracked)

Combined shares

5,703,870

Combined value

$656.18M

Last close

$123.59

Quarter

2025Q4

Price is +7.4% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$123.59+33.41 (+37.05%)H $133.81 · L $89.11 · Avg Vol 540K

Tracked holders · last 8 quarters

-2 vs previous quarter over the last 8.

SEC event timeline

23 events

AQR Capital Management trimmed2026-02-17
−38,709 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+31,230 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) exited2026-02-17
−34,054 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+238,173 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−508,018 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+361,718 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) exited2026-02-13
−8,442 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+31,200 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+746,569 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09
−19,930 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−2,130 shares · 2025Q4
Position
AQR Capital Management added2025-11-14
+4,030 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−115,650 shares · 2025Q3
Position
Steve Cohen (Point72) exited2025-11-14
−121,112 shares · 2025Q3
Position
Two Sigma Investments trimmed2025-11-14
−83,146 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+13,150 shares · 2025Q3
Position
Wellington Management added2025-11-14
+751,525 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+8,442 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−148,000 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−892,248 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) added2025-11-12
+4,420 shares · 2025Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−2,718 shares · 2025Q3
Position
Norges Bank (Norway SWF) trimmed2025-11-12
−154,982 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for UMBF →

Follow-the-investor returns

If you'd copied each holder of UMBF…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Ken Fisher (Fisher Asset Mgmt)	2016Q1	$69.12	+78.8%	$33.0M
AQR Capital Management	2016Q4	$81.48	+51.7%	$18.5M
Wellington Management	2020Q3	$89.75	+37.7%	$320.2M
Two Sigma Investments	2017Q1	$97.41	+26.9%	$8.6M
Norges Bank (Norway SWF)	2016Q1	$100.08	+23.5%	$92.3M
Renaissance Technologies	2016Q1	$101.67	+21.6%	$17.2M
Mario Gabelli (GAMCO)	2025Q2	$105.16	+17.5%	$1.7M
T. Rowe Price	2016Q1	$108.43	+14.0%	$60.1M
Ken Griffin (Citadel Advisors)	2016Q2	$117.35	+5.3%	$153.4M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions1

Norges Bank (Norway SWF)
+746,569
$85.9M

Added to4

Ken Griffin (Citadel Advisors)
+361,718
$41.6M
Two Sigma Investments
+31,230
$3.6M
Renaissance Technologies
+31,200
$3.6M
T. Rowe Price
+238,173
$27K

Trimmed4

Wellington Management
−508,018
$58.4M
AQR Capital Management
−38,709
$4.5M
Ken Fisher (Fisher Asset Mgmt)
−19,930
$2.3M
Mario Gabelli (GAMCO)
−2,130
$245K

Exited2

Izzy Englander (Millennium Mgmt)
−34,054
$4.0M
Ray Dalio (Bridgewater Associates)
−8,442
$999K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	10	7,348,815	$39.70B	—
2022Q2	11	7,586,601	$32.51B	+1
2022Q3	10	7,671,576	$646.6M	-1
2022Q4	11	7,638,562	$638.0M	+1
2023Q1	14	8,442,158	$487.4M	+3
2023Q2	12	8,286,211	$504.6M	-2
2023Q3	14	7,606,720	$472.0M	+2
2023Q4	13	7,563,821	$632.0M	-1
2024Q1	13	9,110,532	$792.4M	—
2024Q2	14	12,907,620	$1.08B	+1
2024Q3	13	6,170,618	$648.2M	-1
2024Q4	12	4,197,670	$473.7M	-1
2025Q1	11	6,147,881	$621.2M	-1
2025Q2	12	5,720,586	$601.6M	+1
2025Q3	11	4,909,663	$581.1M	-1
2025Q4	9	5,703,870	$656.2M	-2

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2025-04-09	Josh Gottheimer	Sell (P)	$1K – $15K	PDF ↗

Who owns UMBF

9 super-investors · 2025Q4

Tracked stake

5.70M

Combined value

$656M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New1Added4Trim4

#	Manager	Shares	Value	% of book	Last action
1	Wellington Management	2.59M	$298M	0.1%	Trim−508.0K
2	Ken Griffin Citadel Advisors	1.24M	$143M	0.0%	Added+361.7K
3	Norges Bank Norway SWF	746.6K	$86M	0.0%	New+746.6K
4	T. Rowe Price	486.1K	$56M	0.0%	Added+238.2K
5	Ken Fisher Fisher Asset Mgmt	266.8K	$31M	0.0%	Trim−19.9K
6	AQR Capital Management	149.5K	$17M	0.0%	Trim−38.7K
7	Renaissance Technologies	139.3K	$16M	0.0%	Added+31.2K
8	Two Sigma Investments	69.9K	$8M	0.0%	Added+31.2K
9	Mario Gabelli GAMCO	13.9K	$2M	0.0%	Trim−2.1K

Recent moves

20 transactions

TRIMWellington Management
−508,018 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+361,718 · 2025Q4
SOLDIzzy Englander (Millennium Mgmt)
−34,054 · 2025Q4
TRIMAQR Capital Management
−38,709 · 2025Q4
ADDTwo Sigma Investments
+31,230 · 2025Q4
ADDT. Rowe Price
+238,173 · 2025Q4
SOLDRay Dalio (Bridgewater Associates)
−8,442 · 2025Q4
ADDRenaissance Technologies
+31,200 · 2025Q4
NEWNorges Bank (Norway SWF)
+746,569 · 2025Q4
TRIMKen Fisher (Fisher Asset Mgmt)
−19,930 · 2025Q4
TRIMMario Gabelli (GAMCO)
−2,130 · 2025Q4
SOLDSteve Cohen (Point72)
−121,112 · 2025Q3
ADDT. Rowe Price
+13,150 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−115,650 · 2025Q3
TRIMTwo Sigma Investments
−83,146 · 2025Q3
ADDWellington Management
+751,525 · 2025Q3
ADDAQR Capital Management
+4,030 · 2025Q3
SOLDNorges Bank (Norway SWF)
−892,248 · 2025Q3
TRIMRenaissance Technologies
−148,000 · 2025Q3
NEWRay Dalio (Bridgewater Associates)
+8,442 · 2025Q3

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