Dark
Light
System
Security
UMB FINL CORP COM
UMB FINL CORP COM. Institutional holdings reported to the SEC.

Institutional Holders (2014Q3)
Portfolio Summary: 169 Institutional holders with a total value of $1,984,660,470.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 549,870 299,953,000 15.11%
2 VANGUARD GROUP INC 2,868,767 156,491,000 7.89%
3 STATE STREET CORP 2,030,060 110,742,000 5.58%
4 Bank of New York Mellon Corp 2,012,136 109,763,000 5.53%
5 BlackRock Fund Advisors 1,959,076 106,868,000 5.38%
6 Champlain Investment Partners, LLC 1,645,280 89,750,000 4.52%
7 FMR LLC 1,375,392 75,028,000 3.78%
8 WADDELL & REED FINANCIAL INC 1,124,506 61,341,000 3.09%
9 GOLDMAN SACHS GROUP INC 1,121,653 61,186,000 3.08%
10 KEELEY ASSET MANAGEMENT CORP 1,081,496 58,996,000 2.97%
11 NORTHERN TRUST CORP 944,463 51,519,000 2.60%
12 BlackRock Institutional Trust Company, N.A. 911,249 49,709,000 2.50%
13 VIRTUS CAPITAL ADVISERS, LLC 908,574 49,563,000 2.50%
14 DIMENSIONAL FUND ADVISORS LP 843,050 45,989,000 2.32%
15 EAGLE ASSET MANAGEMENT INC 802,086 43,753,000 2.20%
16 Fisher Asset Management, LLC 796,275 43,437,000 2.19%
17 Invesco Ltd. 793,940 43,309,000 2.18%
18 Forest Hill Capital, LLC 680,618 37,128,000 1.87%
19 JPMORGAN CHASE & CO 550,887 30,050,000 1.51%
20 THIRD AVENUE MANAGEMENT LLC 485,695 26,495,000 1.33%
21 Boston Trust Walden Corp 480,899 26,233,000 1.32%
22 LORD, ABBETT & CO. LLC 444,800 24,264,000 1.22%
23 CRAMER ROSENTHAL MCGLYNN LLC 440,490 24,029,000 1.21%
24 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 432,680 23,603,000 1.19%
25 RICE HALL JAMES & ASSOCIATES, LLC 361,411 19,715,000 0.99%
26 WELLS FARGO & COMPANY/MN 357,244 19,487,000 0.98%
27 RS INVESTMENT MANAGEMENT CO LLC 319,045 17,404,000 0.88%
28 COMMERCE BANK 271,792 14,826,000 0.75%
29 NORGES BANK 257,390 14,040,000 0.71%
30 PRINCIPAL FINANCIAL GROUP INC 234,466 12,791,000 0.64%
31 CHARTWELL INVESTMENT PARTNERS, LLC 230,991 12,601,000 0.63%
32 GEODE CAPITAL MANAGEMENT, LLC 219,239 11,959,000 0.60%
33 KENNEDY CAPITAL MANAGEMENT LLC 177,656 9,691,000 0.49%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 172,758 9,424,000 0.47%
35 AMERIPRISE FINANCIAL INC 164,768 8,988,000 0.45%
36 BlackRock Investment Management, LLC 139,640 7,617,000 0.38%
37 OPPENHEIMER & CO INC 123,020 6,711,000 0.34%
38 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 114,873 6,267,000 0.32%
39 FINANCIAL COUNSELORS INC 113,089 6,169,000 0.31%
40 MANAGED ACCOUNT ADVISORS LLC 112,586 6,142,000 0.31%
41 MARSHALL WACE, LLP 104,713 5,712,000 0.29%
42 FIRST NATIONAL BANK OF OMAHA 102,961 5,617,000 0.28%
43 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 85,049 4,639,000 0.23%
44 PRUDENTIAL FINANCIAL INC 84,220 4,594,000 0.23%
45 CITADEL ADVISORS LLC 83,625 4,561,000 0.23%
46 RUSSELL FRANK CO/ 80,553 4,395,000 0.22%
47 DEUTSCHE BANK AG\ 79,631 4,343,000 0.22%
48 NEW YORK STATE COMMON RETIREMENT FUND 76,160 4,155,000 0.21%
49 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 70,939 3,870,000 0.19%
50 PUBLIC SECTOR PENSION INVESTMENT BOARD 70,803 3,862,000 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.