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UMB FINL CORP COM
UMB FINL CORP COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 156 Institutional holders with a total value of $2,328,132,342.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 560,774 362,820,000 15.58%
2 VANGUARD GROUP INC 2,778,461 179,767,000 7.72%
3 Bank of New York Mellon Corp 2,451,430 158,607,000 6.81%
4 BlackRock Fund Advisors 2,089,753 135,207,000 5.81%
5 STATE STREET CORP 2,008,350 129,939,000 5.58%
6 Champlain Investment Partners, LLC 1,601,405 103,611,000 4.45%
7 WADDELL & REED FINANCIAL INC 1,311,326 84,843,000 3.64%
8 GOLDMAN SACHS GROUP INC 1,145,635 74,123,000 3.18%
9 SUNTRUST BANKS INC 1,009,323 65,301,000 2.80%
10 FMR LLC 990,792 64,105,000 2.75%
11 KEELEY ASSET MANAGEMENT CORP 976,976 63,210,000 2.72%
12 NORTHERN TRUST CORP 965,112 62,444,000 2.68%
13 BlackRock Institutional Trust Company, N.A. 965,106 62,442,000 2.68%
14 Invesco Ltd. 825,672 53,421,000 2.29%
15 EAGLE ASSET MANAGEMENT INC 817,441 52,888,000 2.27%
16 Boston Trust Walden Corp 790,365 51,137,000 2.20%
17 DIMENSIONAL FUND ADVISORS LP 686,548 44,417,000 1.91%
18 Forest Hill Capital, LLC 672,411 43,505,000 1.87%
19 LORD, ABBETT & CO. LLC 643,200 41,615,000 1.79%
20 JPMORGAN CHASE & CO 549,445 35,548,000 1.53%
21 THIRD AVENUE MANAGEMENT LLC 503,860 32,600,000 1.40%
22 CRAMER ROSENTHAL MCGLYNN LLC 443,115 28,670,000 1.23%
23 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 432,680 27,995,000 1.20%
24 WELLS FARGO & COMPANY/MN 323,324 20,919,000 0.90%
25 RICE HALL JAMES & ASSOCIATES, LLC 318,214 20,588,000 0.88%
26 NORGES BANK 281,727 18,228,000 0.78%
27 COMMERCE BANK 271,792 17,585,000 0.76%
28 PRINCIPAL FINANCIAL GROUP INC 237,605 15,373,000 0.66%
29 KENNEDY CAPITAL MANAGEMENT LLC 236,784 15,320,000 0.66%
30 CHARTWELL INVESTMENT PARTNERS/PA 218,636 14,146,000 0.61%
31 GEODE CAPITAL MANAGEMENT, LLC 207,099 13,399,000 0.58%
32 TIAA CREF INVESTMENT MANAGEMENT LLC 195,128 12,625,000 0.54%
33 AMERIPRISE FINANCIAL INC 151,256 9,786,000 0.42%
34 BlackRock Investment Management, LLC 142,495 9,219,000 0.40%
35 OPPENHEIMER & CO INC 125,320 8,108,000 0.35%
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 123,683 8,003,000 0.34%
37 MANAGED ACCOUNT ADVISORS LLC 118,372 7,659,000 0.33%
38 FINANCIAL COUNSELORS INC 114,357 7,399,000 0.32%
39 NEUMEIER POMA INVESTMENT COUNSEL LLC 107,800 6,975,000 0.30%
40 FIRST NATIONAL BANK OF OMAHA 103,511 6,697,000 0.29%
41 MORGAN STANLEY 93,319 6,037,000 0.26%
42 SEGALL BRYANT & HAMILL, LLC 88,001 5,694,000 0.24%
43 PRUDENTIAL FINANCIAL INC 86,320 5,585,000 0.24%
44 NEW YORK STATE COMMON RETIREMENT FUND 85,160 5,510,000 0.24%
45 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 85,049 5,503,000 0.24%
46 RUSSELL FRANK CO/ 78,702 5,092,000 0.22%
47 PUBLIC SECTOR PENSION INVESTMENT BOARD 75,662 4,895,000 0.21%
48 RS INVESTMENT MANAGEMENT CO LLC 74,891 4,845,000 0.21%
49 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 71,239 4,576,000 0.20%
50 ALLIANCEBERNSTEIN L.P. 68,233 4,415,000 0.19%
Page 1 of 4

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.