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

Institutional Holders (2014Q4)
Portfolio Summary: 172 Institutional holders with a total value of $2,129,250,974.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 658,787 374,751,000 17.60%
2 VANGUARD GROUP INC 2,930,861 166,737,000 7.83%
3 BlackRock Fund Advisors 2,208,693 125,653,000 5.90%
4 STATE STREET CORP 2,024,047 115,152,000 5.41%
5 FMR LLC 1,983,192 112,824,000 5.30%
6 Champlain Investment Partners, LLC 1,639,200 93,254,000 4.38%
7 Bank of New York Mellon Corp 1,631,623 92,823,000 4.36%
8 GOLDMAN SACHS GROUP INC 1,143,160 65,035,000 3.05%
9 WADDELL & REED FINANCIAL INC 1,124,506 63,973,000 3.00%
10 KEELEY ASSET MANAGEMENT CORP 1,064,746 60,573,000 2.84%
11 DIMENSIONAL FUND ADVISORS LP 961,247 54,687,000 2.57%
12 NORTHERN TRUST CORP 931,319 52,983,000 2.49%
13 VIRTUS CAPITAL ADVISERS, LLC 931,131 52,972,000 2.49%
14 BlackRock Institutional Trust Company, N.A. 898,235 51,101,000 2.40%
15 Invesco Ltd. 801,789 45,613,000 2.14%
16 EAGLE ASSET MANAGEMENT INC 796,776 45,328,000 2.13%
17 Fisher Asset Management, LLC 785,830 44,706,000 2.10%
18 Forest Hill Capital, LLC 668,064 38,006,000 1.78%
19 JPMORGAN CHASE & CO 554,022 31,518,000 1.48%
20 Boston Trust Walden Corp 458,297 26,072,000 1.22%
21 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 432,680 24,615,000 1.16%
22 CRAMER ROSENTHAL MCGLYNN LLC 413,365 23,516,000 1.10%
23 WELLS FARGO & COMPANY/MN 370,803 21,095,000 0.99%
24 RICE HALL JAMES & ASSOCIATES, LLC 352,964 20,080,000 0.94%
25 RS INVESTMENT MANAGEMENT CO LLC 319,056 18,151,000 0.85%
26 NORGES BANK 300,860 17,116,000 0.80%
27 COMMERCE BANK 271,792 15,463,000 0.73%
28 LORD, ABBETT & CO. LLC 259,900 14,786,000 0.69%
29 PRINCIPAL FINANCIAL GROUP INC 235,041 13,372,000 0.63%
30 GEODE CAPITAL MANAGEMENT, LLC 231,768 13,185,000 0.62%
31 CHARTWELL INVESTMENT PARTNERS, LLC 229,216 13,040,000 0.61%
32 MARSHALL WACE, LLP 178,324 10,145,000 0.48%
33 AMERIPRISE FINANCIAL INC 166,621 9,479,000 0.45%
34 TIAA CREF INVESTMENT MANAGEMENT LLC 164,961 9,385,000 0.44%
35 THIRD AVENUE MANAGEMENT LLC 155,202 8,829,000 0.41%
36 BlackRock Investment Management, LLC 138,251 7,865,000 0.37%
37 KENNEDY CAPITAL MANAGEMENT LLC 135,636 7,716,000 0.36%
38 OPPENHEIMER & CO INC 122,020 6,942,000 0.33%
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 118,828 6,761,000 0.32%
40 DEUTSCHE BANK AG\ 111,869 6,364,000 0.30%
41 FINANCIAL COUNSELORS INC 110,153 6,267,000 0.29%
42 FIRST NATIONAL BANK OF OMAHA 103,018 5,861,000 0.28%
43 MANAGED ACCOUNT ADVISORS LLC 96,600 5,495,000 0.26%
44 Tributary Capital Management, LLC 93,106 5,297,000 0.25%
45 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 85,049 4,838,000 0.23%
46 PRUDENTIAL FINANCIAL INC 84,440 4,804,000 0.23%
47 NEW YORK STATE COMMON RETIREMENT FUND 76,160 4,333,000 0.20%
48 COMERICA BANK 73,250 4,168,000 0.20%
49 PUBLIC SECTOR PENSION INVESTMENT BOARD 70,803 4,028,000 0.19%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 70,325 4,001,000 0.19%
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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.