Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
432 institutional managers reported holding UMBF for the quarter ended Mar 31, 2026. Together they hold about 91% of shares outstanding; the top 10 hold 51%. 66 opened new positions; 36 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 9.34M | 12.23% | $1.05B | added +2.5% | ≤2013 |
| Vanguard Group | 7.84M | 10.26% | $884.7M | added +2% | ≤2013 |
| UMB Bank, n.a. | 4.72M | 6.18% | $533.0M | trimmed -1.8% | ≤2013 |
| State Street | 3.98M | 5.21% | $449.2M | trimmed -4.8% | ≤2013 |
| Dimensional Fund Advisors | 2.91M | 3.81% | $328.3M | added +1.9% | ≤2013 |
| Wellington Management | 2.71M | 3.54% | $305.4M | added +4.5% | 2020 Q3 |
| FMR (Fidelity) | 2.42M | 3.17% | $273.3M | trimmed -8.1% | ≤2013 |
| Geode Capital | 1.95M | 2.55% | $219.7M | added +2.1% | ≤2013 |
| Neuberger Berman Group LLC | 1.70M | 2.23% | $191.8M | trimmed -2.5% | 2024 Q3 |
| Allspring Global Investments Holdings, LLC | 1.36M | 1.78% | $153.1M | trimmed -17.8% | 2021 Q4 |
| American Century Companies INC | 1.35M | 1.76% | $151.9M | trimmed -10.9% | 2015 Q2 |
| Earnest Partners LLC | 1.28M | 1.67% | $144.2M | trimmed -2.2% | 2025 Q1 |
| AllianceBernstein | 1.22M | 1.60% | $137.7M | trimmed -15.4% | ≤2013 |
| Citadel Advisors | 1.07M | 1.40% | $120.6M | trimmed -13.9% | ≤2013 |
| Morgan Stanley | 1.01M | 1.32% | $113.6M | added +23.3% | ≤2013 |
| Victory Capital Management INC | 979.1k | 1.28% | $110.5M | trimmed -11.2% | 2015 Q2 |
| Charles Schwab Investment Management | 966.7k | 1.26% | $109.1M | added +0.6% | ≤2013 |
| First Trust Advisors LP | 899.4k | 1.18% | $101.5M | added +12% | ≤2013 |
| Goldman Sachs | 896.1k | 1.17% | $101.1M | added +11.1% | ≤2013 |
| Northern Trust | 880.3k | 1.15% | $99.3M | added +3.2% | ≤2013 |
| Principal Financial Group INC | 712.9k | 0.93% | $80.4M | trimmed -1.9% | ≤2013 |
| Gw&k Investment Management, LLC | 701.2k | 0.92% | $79.1M | trimmed -2.4% | 2023 Q4 |
| Bank OF America CORP /DE/ | 695.3k | 0.91% | $78.4M | added +7% | ≤2013 |
| Global Alpha Capital Management LTD. | 659.0k | 0.86% | $74.4M | added +4.2% | 2015 Q2 |
| Nuveen | 656.0k | 0.86% | $74.0M | trimmed -17% | 2019 Q2 |
| Clearbridge Investments, LLC | 649.6k | 0.85% | $73.3M | added +5.8% | 2025 Q2 |
| T. Rowe Price | 607.3k | 0.80% | $68.5M | added +24.9% | ≤2013 |
| BNY Mellon | 552.7k | 0.72% | $62.4M | unchanged | ≤2013 |
| Johnson Investment Counsel INC | 482.9k | 0.63% | $54.5M | added +33.4% | 2024 Q3 |
| UBS | 479.8k | 0.63% | $54.1M | trimmed -10.7% | ≤2013 |
| Captrust Financial Advisors | 446.4k | 0.58% | $50.4M | trimmed -2.8% | 2018 Q3 |
| Neumeier Poma Investment Counsel LLC (focused) | 403.9k | 0.53% | $45.6M | added +20% | 2024 Q1 |
| Systematic Financial Management LP | 346.4k | 0.45% | $39.1M | unchanged | 2024 Q2 |
| MFS Investment Management | 339.7k | 0.45% | $38.3M | trimmed -3.8% | 2016 Q3 |
| NFJ Investment Group, LLC | 326.0k | 0.43% | $36.8M | trimmed -6.4% | 2023 Q2 |
| Schroder Investment Management Group | 321.9k | 0.42% | $36.3M | trimmed -33% | 2025 Q1 |
| Franklin Resources | 314.1k | 0.41% | $35.4M | trimmed -9.4% | 2023 Q2 |
| Vaughan Nelson Investment Management, L.p. | 294.9k | 0.39% | $33.3M | opened | 2026 Q1 |
| Raymond James Financial INC | 285.3k | 0.37% | $32.2M | added +3.5% | 2016 Q1 |
| Bessemer Group INC | 281.2k | 0.37% | $31.7M | added +61983.4% | 2023 Q2 |
| T. Rowe Price Investment Management, INC. | 277.1k | 0.36% | $31.3M | added +31.3% | 2025 Q3 |
| Invesco | 274.3k | 0.36% | $31.0M | trimmed -3.1% | ≤2013 |
| Emerald Advisers, LLC | 267.4k | 0.35% | $30.2M | trimmed -2.9% | 2024 Q3 |
| Qube Research & Technologies LTD | 266.7k | 0.35% | $30.1M | added +176% | 2025 Q1 |
| Fisher Investments | 242.4k | 0.32% | $27.4M | trimmed -9.1% | 2014 Q2 |
| Stieven Capital Advisors, L.p. (focused) | 228.8k | 0.30% | $25.8M | unchanged | 2025 Q1 |
| Rhumbline Advisers | 227.8k | 0.30% | $25.7M | added +1.5% | ≤2013 |
| ProShare Advisors LLC | 215.4k | 0.28% | $24.3M | trimmed -30.4% | ≤2013 |
| Boston Trust Walden CORP | 208.0k | 0.27% | $23.5M | trimmed -12.3% | ≤2013 |
| NEW York State Common Retirement Fund | 193.7k | 0.25% | $21.9M | unchanged | ≤2013 |
Largest 50 of 432 shown; the full ranked, searchable register is at boothcheck.com/holders/UMBF. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.