UMB Financial
Combines commercial and personal banking with fund servicing, custody, trust, and healthcare payments.
$144.59
After-hours close+0.09 (+0.07%)
At close$144.49(−0.03%)
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Breakdown13F · Form 4
Institutions 112.91%Insiders 2.97%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 75.95M · Float 72.24M · 95.1% free float
Institutions13F, as of Jun 30, 2026
486 holders · 85.76M shares · 85 new positions · 263 increased · 141 reduced · 55 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 10.22M | 13.45% | +871.2K | Aug 7, 2026 |
| Umb Bank, N.A. | 4.67M | 6.16% | −48.6K | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 4.21M | 5.55% | +76.9K | Aug 13, 2026 |
| State Street Corp | 4.13M | 5.44% | +151.7K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 3.13M | 4.12% | +29.0K | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 3.03M | 3.99% | +120.9K | Aug 11, 2026 |
| FMR LLC | 2.67M | 3.52% | +249.2K | Aug 13, 2026 |
| Geode Capital Management, LLC | 2.06M | 2.72% | +117.5K | Aug 12, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Vanguard Portfolio Management | 5.48% | 4.18M | 13G | Apr 29, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| J. Mariner Kemper | director, officer: Chairman and CEO | 1.82M | 2.40% | Aug 6, 2026 |
| James D. Rine | officer: President | 61.4K | 0.08% | Jun 10, 2026 |
| Greg M. Graves | director | 39.8K | 0.05% | May 4, 2026 |
| John K. Schmidt | director | 36.0K | 0.05% | May 4, 2026 |
| Shannon Andresen Johnson | officer: Chief Administrative Officer | 34.8K | 0.05% | Feb 13, 2026 |
| Thomas S. Terry | officer: Chief Credit Officer | 30.7K | 0.04% | Aug 18, 2026 |
| Ram Shankar | officer: Chief Financial Officer | 30.4K | 0.04% | Aug 18, 2026 |
| Timothy R. Murphy | director | 27.6K | 0.04% | May 5, 2026 |
| Uma Wilson | officer: Executive Vice President | 20.3K | 0.03% | Aug 4, 2026 |
| L. Joshua Sosland | director | 14.6K | 0.02% | May 4, 2026 |
1 ten-percent owner holds 396.0K shares by Form 4, outside the officers-and-directors figure above · 51 people have not refiled in the last 18 months (1.78M shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 17, 2026 | Thomas S. Terryofficer: Chief Credit Officer | Sale | 5,713 | $151.77 | 30,689 |
| Aug 17, 2026 | Ram Shankarofficer: Chief Financial Officer | Sale | 2,000 | $151.61 | 30,389 |
| Aug 6, 2026 | Susan G. Murphydirector | Sale · 2 lots | 1,377 | $145.55 | 10,635 |
| Aug 5, 2026 | David Carl Odgersofficer: Chief Accounting Officer | Sale | 145 | $147.30 | 6,538 |
| Aug 4, 2026 | J. Mariner Kemperdirector, officer: Chairman and CEO | Sale | 15,062 | $148.55 | 1,491,138 |
| Aug 3, 2026 | J. Mariner Kemperdirector, officer: Chairman and CEO | Sale | 4,200 | $147.27 | 5,561 |
| Aug 4, 2026 | Phillip James Masonofficer: President, Inst. Banking | Sale | 800 | $147.00 | 8,894 |
| Aug 4, 2026 | Nikki Farentino Newtonofficer: President, Private Wealth Mgmt | Sale · 2 lots | 2,000 | $148.60 | 11,981 |
| Aug 4, 2026 | Uma Wilsonofficer: Executive Vice President | Sale | 4,145 | $148.00 | 20,270 |
| Jul 31, 2026 | Kevin Charles Gallagherdirector | Sale | 360 | $145.13 | 11,863 |
CongressHouse and Senate disclosures
Not reported.