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Who Owns UMB Financial Corp

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in UMB Financial Corp.

Who crossed 5% of UMBF →
Managers holding
13
as of 2026-09-30
Reported value
$57.4M
summed across filings
Shares held
441.6K
Added vs trimmed
5 / 3
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CONGRESS ASSET MANAGEMENT COCOM365.2K shtrimmed$47.5M
Friday FinancialCOM27.5K shadded$3.6M
Artemis Investment Management LLPCOM14.2K shadded$1.8M
Farther Finance Advisors, LLCStock13.7K shadded$1.8M
ATWOOD & PALMER INCCOM9.2K shheld$1.2M
FIRST COMMUNITY TRUST NACOM3.2K shheld$413.4K
Whalen Wealth Management Inc.COM2.9K shtrimmed$380.1K
GAMMA Investing LLCCommon Stock2.1K shadded$268.7K
Acropolis Investment Management, LLCCOM1.5K shadded$194K
Marquette Asset Management, LLCCOM826 shheld$107.4K
Trust CoStock670 shheld$87.1K
GK Wealth Management LLCCOM610 sh—$79.3K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock98 shtrimmed$12.7K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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