UMB Financial Corp: which funds bought and sold

Institutions that bought and sold UMB Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 251 institutions that filed 13F reports for both quarters added to or opened positions in UMB Financial, and 193 cut or closed them. Together they added a net 2.2M shares, +3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 173K shares (−0.9%); index fund managers were net buyers of 1.3M shares (+5.2%). 76 opened a new position and 49 sold out entirely.

Bought, Q2 2026 251 institutions, 76 of them new holders Sold, Q2 2026 193 institutions, 49 of them sold out

Net change, all compared +2.2M shares (+3.1%)

Net change, active managers −173K shares (−0.9%), 27 bought, 34 sold

Buyers versus sellers

institutions compared, 522

251 bought 78 193 sold

Active managers and hedge funds 27 bought · 34 sold · −173K

Index fund managers 10 bought · 2 sold · +1.3M

Other institutions 214 bought · 157 sold · +1.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Blackrock, Inc. Index funds	+871K +9.3%	10.2M	$1.5B
Junto Capital Management LP Hedge fund	+413K New position	413K	$58.9M
Goldman Sachs Group Inc	+346K +38.6%	1.2M	$177M
Azora Capital LP Hedge fund	+275K New position	275K	$39.2M
Arrowstreet Capital, Limited Partnership Hedge fund	+254K New position	254K	$36.3M
FMR LLC Active manager	+249K +10.3%	2.7M	$381M
Congress Asset Management Co Active manager	+245K +162.1%	397K	$56.6M
Holocene Advisors, LP Hedge fund	+216K +470.4%	262K	$37.5M
Bank Of America Corp	+209K +30.1%	905K	$129M
Aristotle Capital Boston, LLC	+181K New position	181K	$25.9M
State Street Corp Index funds	+152K +3.8%	4.1M	$592M
Basswood Capital Management, L.L.C.	+144K New position	144K	$20.6M
Handelsbanken Fonder AB	+121K +217.0%	177K	$25.2M
Dimensional Fund Advisors LP	+121K +4.2%	3.0M	$433M
Geode Capital Management, LLC Index funds	+117K +6.0%	2.1M	$295M
Nuveen, LLC	+108K +16.4%	764K	$109M
AQR Capital Management LLC Hedge fund	+103K +53.6%	296K	$41.8M
Interval Partners, LP Hedge fund	+101K +670.0%	116K	$16.5M
Federated Hermes, Inc. Active manager	+85K +50.0%	256K	$36.5M
Fj Capital Management LLC	+84K +191.5%	127K	$18.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Junto Capital Management LP Hedge fund	+413K New position	413K	$58.9M
Azora Capital LP Hedge fund	+275K New position	275K	$39.2M
Arrowstreet Capital, Limited Partnership Hedge fund	+254K New position	254K	$36.3M
FMR LLC Active manager	+249K +10.3%	2.7M	$381M
Congress Asset Management Co Active manager	+245K +162.1%	397K	$56.6M
Holocene Advisors, LP Hedge fund	+216K +470.4%	262K	$37.5M
AQR Capital Management LLC Hedge fund	+103K +53.6%	296K	$41.8M
Interval Partners, LP Hedge fund	+101K +670.0%	116K	$16.5M
Federated Hermes, Inc. Active manager	+85K +50.0%	256K	$36.5M
Alliancebernstein L.P. Active manager	+81K +6.6%	1.3M	$147M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−1.0M −37.7%	1.7M	$241M
American Century Companies Inc Active manager	−300K −22.3%	1.0M	$149M
Allspring Global Investments Holdings, LLC	−211K −15.6%	1.1M	$167M
Bessemer Group Inc	−203K −72.3%	78K	$11.1M
Adage Capital Partners Gp, L.L.C. Hedge fund	−161K Sold out	0	—
Neuberger Berman Group LLC Active manager	−137K −8.1%	1.6M	$223M
Citadel Advisors LLC Hedge fund	−125K −11.7%	943K	$135M
UBS Group AG	−84K −28.8%	208K	$29.8M
Millennium Management LLC Hedge fund	−84K −52.5%	76K	$10.8M
Qube Research & Technologies Ltd Hedge fund	−81K −30.5%	185K	$26.5M
Victory Capital Management Inc Active manager	−79K −8.0%	900K	$129M
Invesco Ltd.	−71K −26.0%	203K	$29M
Jain Global LLC Hedge fund	−70K Sold out	0	—
Morgan Stanley	−68K −6.7%	939K	$134M
Squarepoint Ops LLC Hedge fund	−67K −86.9%	10K	$1.4M
Edgestream Partners, L.P. Hedge fund	−66K Sold out	0	—
Campbell & Co Investment Adviser LLC	−61K Sold out	0	—
Renaissance Technologies LLC Hedge fund	−59K Sold out	0	—
BNP Paribas Financial Markets	−58K −76.2%	18K	$2.6M
Jane Street Group, LLC	−55K −90.0%	6,166	$880,258

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−1.0M −37.7%	1.7M	$241M
American Century Companies Inc Active manager	−300K −22.3%	1.0M	$149M
Adage Capital Partners Gp, L.L.C. Hedge fund	−161K Sold out	0	—
Neuberger Berman Group LLC Active manager	−137K −8.1%	1.6M	$223M
Citadel Advisors LLC Hedge fund	−125K −11.7%	943K	$135M
Millennium Management LLC Hedge fund	−84K −52.5%	76K	$10.8M
Qube Research & Technologies Ltd Hedge fund	−81K −30.5%	185K	$26.5M
Victory Capital Management Inc Active manager	−79K −8.0%	900K	$129M
Jain Global LLC Hedge fund	−70K Sold out	0	—
Squarepoint Ops LLC Hedge fund	−67K −86.9%	10K	$1.4M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Junto Capital Management LPHedge fund	413K	$58.9M
Azora Capital LPHedge fund	275K	$39.2M
Arrowstreet Capital, Limited PartnershipHedge fund	254K	$36.3M
Aristotle Capital Boston, LLC	181K	$25.9M
Basswood Capital Management, L.L.C.	144K	$20.6M
Summittx Capital, L.P.	73K	$10.4M
Swedbank AB	52K	$7.4M
Palisade Capital Management, LPActive manager	48K	$6.8M
Channing Capital Management, LLC	44K	$6.3M
Nomura Asset Management International Inc.	35K	$5M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Adage Capital Partners Gp, L.L.C.Hedge fund	161K	$18.1M
Jain Global LLCHedge fund	70K	$7.9M
Edgestream Partners, L.P.Hedge fund	66K	$7.4M
Campbell & Co Investment Adviser LLC	61K	$6.9M
Renaissance Technologies LLCHedge fund	59K	$6.7M
Point72 Asset Management, L.P.Hedge fund	45K	$5.1M
Verition Fund Management LLCHedge fund	34K	$3.9M
Exoduspoint Capital Management, LPHedge fund	34K	$3.8M
Susquehanna Fundamental Investments, LLC	29K	$3.2M
Bullseye Asset Management LLC	25K	$2.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 480
Ten largest holders: 51.3%
Index fund managers: 36.5%
Active managers and hedge funds: 24.7%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	27	34	9	12	−173K	−0.9%
Index fund managers	10	2	0	0	+1.3M	+5.2%
Other institutions	214	157	67	37	+1.0M	+3.9%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on UMB Financial.

Only managers that filed a holdings report for both quarters are compared (522 here). 14 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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