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

Institutional Holders (2015Q1)
Portfolio Summary: 172 Institutional holders with a total value of $1,948,287,504.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 5,685,991 300,731,000 15.44%
2 VANGUARD GROUP INC 3,007,794 159,082,000 8.17%
3 FMR LLC 2,946,792 155,856,000 8.00%
4 BlackRock Fund Advisors 2,282,752 120,735,000 6.20%
5 STATE STREET CORP 1,923,854 101,749,000 5.22%
6 Champlain Investment Partners, LLC 1,824,355 96,490,000 4.95%
7 WADDELL & REED FINANCIAL INC 1,123,866 59,441,000 3.05%
8 DIMENSIONAL FUND ADVISORS LP 1,093,620 57,842,000 2.97%
9 KEELEY ASSET MANAGEMENT CORP 1,088,245 57,557,000 2.95%
10 GOLDMAN SACHS GROUP INC 1,084,994 57,386,000 2.95%
11 NORTHERN TRUST CORP 954,971 50,508,000 2.59%
12 BlackRock Institutional Trust Company, N.A. 948,623 50,173,000 2.58%
13 VIRTUS CAPITAL ADVISERS, LLC 875,238 46,291,000 2.38%
14 Invesco Ltd. 803,673 42,506,000 2.18%
15 EAGLE ASSET MANAGEMENT INC 788,787 41,718,000 2.14%
16 Bank of New York Mellon Corp 782,315 41,376,000 2.12%
17 Fisher Asset Management, LLC 780,280 41,269,000 2.12%
18 Forest Hill Capital, LLC 668,064 35,334,000 1.81%
19 WELLS FARGO & COMPANY/MN 590,316 31,222,000 1.60%
20 JPMORGAN CHASE & CO 560,138 29,625,000 1.52%
21 Boston Trust Walden Corp 446,145 23,596,000 1.21%
22 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 432,680 22,884,000 1.17%
23 RICE HALL JAMES & ASSOCIATES, LLC 348,780 18,447,000 0.95%
24 RS INVESTMENT MANAGEMENT CO LLC 335,427 17,741,000 0.91%
25 NORGES BANK 295,643 15,637,000 0.80%
26 COMMERCE BANK 271,318 14,350,000 0.74%
27 PRINCIPAL FINANCIAL GROUP INC 241,423 12,768,000 0.66%
28 GEODE CAPITAL MANAGEMENT, LLC 234,152 12,384,000 0.64%
29 CHARTWELL INVESTMENT PARTNERS, LLC 232,158 12,279,000 0.63%
30 RENAISSANCE TECHNOLOGIES LLC 210,500 11,133,000 0.57%
31 AMERIPRISE FINANCIAL INC 175,580 9,286,000 0.48%
32 Perkins Investment Management, LLC 162,030 8,570,000 0.44%
33 TIAA CREF INVESTMENT MANAGEMENT LLC 161,736 8,554,000 0.44%
34 THIRD AVENUE MANAGEMENT LLC 159,873 8,456,000 0.43%
35 MARSHALL WACE, LLP 156,548 8,280,000 0.42%
36 DEUTSCHE BANK AG\ 141,348 7,474,000 0.38%
37 BlackRock Investment Management, LLC 139,933 7,401,000 0.38%
38 Tributary Capital Management, LLC 135,485 7,166,000 0.37%
39 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 129,492 6,849,000 0.35%
40 OPPENHEIMER & CO INC 121,220 6,411,000 0.33%
41 KENNEDY CAPITAL MANAGEMENT LLC 120,525 6,375,000 0.33%
42 FINANCIAL COUNSELORS INC 97,153 5,138,000 0.26%
43 PRUDENTIAL FINANCIAL INC 85,870 4,542,000 0.23%
44 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 85,049 4,498,000 0.23%
45 MANAGED ACCOUNT ADVISORS LLC 80,480 4,257,000 0.22%
46 NEW YORK STATE COMMON RETIREMENT FUND 76,460 4,044,000 0.21%
47 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 73,439 3,821,000 0.20%
48 PUBLIC SECTOR PENSION INVESTMENT BOARD 71,655 3,790,000 0.19%
49 RHUMBLINE ADVISERS 69,458 3,674,000 0.19%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 68,925 3,645,000 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.