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UMB Financial

US · UMBF #1470 by market cap Listed 1970
128.21 -1.87 -1.44%
Live - 5344 symbols - heartbeat 253s ago · 2026-10-08 07:51
Pre-market 127.00 -0.94%
After-hours 128.21 0.00%
Market cap
9.74B
P/B
1.26
EPS
9.29
Reader sentiment Are you bullish or bearish on UMBF?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Distributing
  • Total institutional ownership fell 0.2 percentage points.

Institutional ownership

Held by institutions
92.03% -0.24pp
Institutions
558
As of
2026/Q3 vs. prior period

Ownership vs. money flow

Diverging

Institutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.

Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.

Holder types

Mutual Fund80.29%
Hedge Fund4.36%
Individual/Insider2.94%
Public Company2.81%
Private Company1.39%
Government Pension Fund1.39%
Sovereign Wealth Fund0.93%
Insurance Company0.51%
Family Office/Trust0.31%
Other5.08%

Top holders as of 2026-06-30

BlackRock 13.45% · 10.22M sh
Vanguard Portfolio Management, LLC 5.55% · 4.21M sh
State Street Global Advisors 5.44% · 4.13M sh
Vanguard Capital Management, LLC 4.75% · 3.61M sh
Dimensional Fund Advisors 3.99% · 3.03M sh
FMR 3.51% · 2.67M sh
Geode Capital Management, LLC 2.72% · 2.06M sh
J. Kemper 2.37% · 1.80M sh
Wellington Management Group 2.22% · 1.69M sh
Neuberger Berman Investment Advisers LLC 2.06% · 1.56M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 18 buys · 32 sells

NameRoleStake
J. Kemper Chairperson & CEO 2.37%
John Schmidt Director 0.07%
Gregory Graves Lead Independent Director 0.05%
James Rine Vice Chairperson 0.04%
Thomas Terry Chief Credit Officer 0.04%
Timothy Murphy Independent Director 0.04%
Alexander Kemper Former Director 0.03%
Shannon Johnson Executive Vice President 0.03%
Uma Wilson Executive VP and Chief Information & Product Officer 0.03%
Kevin Gallagher Independent Director 0.03%

Insider transactions most recent Form 4 filings

DateNameRoleTypeSharesPrice
2026-08-31 Gregory Graves Lead Independent Director Open Market Acquisition +573 $139.60
2026-08-31 Tamara Peterman Independent Director Open Market Acquisition +394 $139.60
2026-08-16 Ram Shankar Chief Financial Officer Open Market Disposition -2,000 $151.61
2026-08-16 Thomas Terry Chief Credit Officer Open Market Disposition -5,713 $151.77
2026-08-05 Susan Murphy Director Open Market Disposition -1,377 $145.50–145.66
2026-08-04 David Odgers Chief Accounting Officer Open Market Disposition -145 $147.30
2026-08-03 J. Kemper Chairperson & CEO Open Market Disposition -15,062 $148.55
2026-08-03 Nikki Newton President of Private Wealth Management - UMB Bank, National Association Open Market Disposition -2,000 $148.60–148.72
2026-08-03 Phillip Mason President of Institutional Banking Division Open Market Disposition -800 $147.00
2026-08-03 Uma Wilson Executive VP and Chief Information & Product Officer Open Market Disposition -4,145 $148.00
2026-08-02 J. Kemper Chairperson & CEO Other Acquisition +9,761 --
2026-08-02 J. Kemper Chairperson & CEO Open Market Disposition -4,200 $147.27
2026-07-30 Kevin Gallagher Independent Director Open Market Disposition -360 $145.13
2026-07-30 Robert Beaird Chief HR Officer & Executive VP Open Market Disposition -1,600 $144.40
2026-06-25 John Schmidt Director Intent to Sell (Form 144) -4,885 $144.19
2026-06-15 John Schmidt Director Intent to Sell (Form 144) -3,390 $135.01
2026-06-09 Kevin Gallagher Independent Director Open Market Disposition -381 $132.88
2026-06-09 Uma Wilson Executive VP and Chief Information & Product Officer Derivative Exercise and Sale -922 $75.25–133.05
2026-06-08 James Rine Vice Chairperson Open Market Disposition -8,246 $132.49–133.22
2026-04-30 L. Sosland Independent Director Other Acquisition +116 $129.24

Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.

Quote time 2026-10-08 07:51:24 · For reference only, not investment advice and not tailored to your situation.