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

Institutional Holders (2014Q2)
Portfolio Summary: 165 Institutional holders with a total value of $2,328,472,556.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 559,837 354,880,000 15.24%
2 VANGUARD GROUP INC 2,835,021 179,711,000 7.72%
3 Bank of New York Mellon Corp 2,667,123 169,069,000 7.26%
4 BlackRock Fund Advisors 2,012,922 127,599,000 5.48%
5 STATE STREET CORP 1,985,626 125,873,000 5.41%
6 Champlain Investment Partners, LLC 1,645,215 104,290,000 4.48%
7 GOLDMAN SACHS GROUP INC 1,166,640 73,953,000 3.18%
8 WADDELL & REED FINANCIAL INC 1,124,966 71,311,000 3.06%
9 KEELEY ASSET MANAGEMENT CORP 1,088,276 68,986,000 2.96%
10 FMR LLC 1,086,455 68,870,000 2.96%
11 BlackRock Institutional Trust Company, N.A. 956,819 60,653,000 2.60%
12 NORTHERN TRUST CORP 948,432 60,122,000 2.58%
13 VIRTUS CAPITAL ADVISERS, LLC 914,520 57,971,000 2.49%
14 EAGLE ASSET MANAGEMENT INC 809,632 51,322,000 2.20%
15 Invesco Ltd. 798,458 50,614,000 2.17%
16 DIMENSIONAL FUND ADVISORS LP 760,331 48,197,000 2.07%
17 Boston Trust Walden Corp 724,337 45,916,000 1.97%
18 Forest Hill Capital, LLC 672,672 42,641,000 1.83%
19 Fisher Asset Management, LLC 603,215 38,238,000 1.64%
20 JPMORGAN CHASE & CO 569,197 36,080,000 1.55%
21 LORD, ABBETT & CO. LLC 509,400 32,291,000 1.39%
22 THIRD AVENUE MANAGEMENT LLC 485,695 30,788,000 1.32%
23 CRAMER ROSENTHAL MCGLYNN LLC 439,615 27,867,000 1.20%
24 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 432,680 27,427,000 1.18%
25 RICE HALL JAMES & ASSOCIATES, LLC 365,038 23,140,000 0.99%
26 WELLS FARGO & COMPANY/MN 360,129 22,842,000 0.98%
27 RS INVESTMENT MANAGEMENT CO LLC 323,970 20,536,000 0.88%
28 NORGES BANK 281,727 17,858,000 0.77%
29 COMMERCE BANK 271,792 17,229,000 0.74%
30 CHARTWELL INVESTMENT PARTNERS, LLC 241,731 15,323,000 0.66%
31 PRINCIPAL FINANCIAL GROUP INC 236,682 15,003,000 0.64%
32 KENNEDY CAPITAL MANAGEMENT LLC 219,928 13,941,000 0.60%
33 GEODE CAPITAL MANAGEMENT, LLC 217,320 13,775,000 0.59%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 202,541 12,839,000 0.55%
35 AMERIPRISE FINANCIAL INC 158,118 10,023,000 0.43%
36 BlackRock Investment Management, LLC 137,746 8,732,000 0.38%
37 MANAGED ACCOUNT ADVISORS LLC 117,715 7,462,000 0.32%
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 114,970 7,288,000 0.31%
39 FINANCIAL COUNSELORS INC 113,089 7,169,000 0.31%
40 FIRST NATIONAL BANK OF OMAHA 102,961 6,527,000 0.28%
41 NEUMEIER POMA INVESTMENT COUNSEL LLC 98,300 6,231,000 0.27%
42 PRUDENTIAL FINANCIAL INC 89,924 5,700,000 0.24%
43 NEW YORK STATE COMMON RETIREMENT FUND 87,660 5,557,000 0.24%
44 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 85,049 5,391,000 0.23%
45 PUBLIC SECTOR PENSION INVESTMENT BOARD 82,803 5,249,000 0.23%
46 RUSSELL FRANK CO/ 80,553 4,587,000 0.20%
47 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 68,932 4,370,000 0.19%
48 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 68,439 4,338,000 0.19%
49 Nationwide Fund Advisors 67,856 4,301,000 0.18%
50 ALLIANCEBERNSTEIN L.P. 67,341 4,269,000 0.18%
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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.