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

Institutional Holders (2015Q2)
Portfolio Summary: 171 Institutional holders with a total value of $2,127,874,152.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 5,262,893 300,090,000 14.10%
2 FMR LLC 3,248,292 185,218,000 8.70%
3 VANGUARD GROUP INC 3,146,376 179,406,000 8.43%
4 BlackRock Fund Advisors 2,399,094 136,796,000 6.43%
5 STATE STREET CORP 2,161,332 123,241,000 5.79%
6 Champlain Investment Partners, LLC 1,849,160 105,439,000 4.96%
7 DIMENSIONAL FUND ADVISORS LP 1,136,580 64,808,000 3.05%
8 WADDELL & REED FINANCIAL INC 1,098,396 62,631,000 2.94%
9 GOLDMAN SACHS GROUP INC 1,057,881 60,321,000 2.83%
10 KEELEY ASSET MANAGEMENT CORP 1,057,565 60,302,000 2.83%
11 NORTHERN TRUST CORP 983,815 56,098,000 2.64%
12 BlackRock Institutional Trust Company, N.A. 918,027 52,346,000 2.46%
13 Bank of New York Mellon Corp 886,261 50,536,000 2.37%
14 VIRTUS CAPITAL ADVISERS, LLC 849,218 48,422,000 2.28%
15 EAGLE ASSET MANAGEMENT INC 791,654 45,140,000 2.12%
16 Fisher Asset Management, LLC 769,330 43,867,000 2.06%
17 RS INVESTMENT MANAGEMENT CO LLC 661,227 37,703,000 1.77%
18 AMERICAN CENTURY COMPANIES INC 618,841 35,286,000 1.66%
19 WELLS FARGO & COMPANY/MN 584,406 33,322,000 1.57%
20 Boston Trust Walden Corp 568,407 32,411,000 1.52%
21 Forest Hill Capital, LLC 491,064 28,000,000 1.32%
22 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 432,680 24,672,000 1.16%
23 JPMORGAN CHASE & CO 405,788 23,138,000 1.09%
24 RICE HALL JAMES & ASSOCIATES, LLC 353,328 20,147,000 0.95%
25 NORGES BANK 295,643 16,858,000 0.79%
26 COMMERCE BANK 271,243 15,467,000 0.73%
27 GEODE CAPITAL MANAGEMENT, LLC 255,681 14,578,000 0.69%
28 PRINCIPAL FINANCIAL GROUP INC 254,651 14,521,000 0.68%
29 Perkins Investment Management, LLC 233,778 13,330,000 0.63%
30 CHARTWELL INVESTMENT PARTNERS, LLC 233,431 13,310,000 0.63%
31 AMERIPRISE FINANCIAL INC 192,238 10,962,000 0.52%
32 RENAISSANCE TECHNOLOGIES LLC 169,600 9,671,000 0.45%
33 TIAA CREF INVESTMENT MANAGEMENT LLC 164,594 9,385,000 0.44%
34 BlackRock Investment Management, LLC 161,918 9,233,000 0.43%
35 THIRD AVENUE MANAGEMENT LLC 159,873 9,116,000 0.43%
36 Tributary Capital Management, LLC 150,233 8,566,000 0.40%
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 138,399 7,892,000 0.37%
38 OPPENHEIMER & CO INC 121,220 6,912,000 0.32%
39 DEUTSCHE BANK AG\ 119,672 6,821,000 0.32%
40 FINANCIAL COUNSELORS INC 96,953 5,528,000 0.26%
41 NEW YORK STATE COMMON RETIREMENT FUND 93,363 5,324,000 0.25%
42 AHL Partners LLP 93,028 5,305,000 0.25%
43 PRUDENTIAL FINANCIAL INC 92,670 5,284,000 0.25%
44 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 85,168 4,856,000 0.23%
45 Invesco Ltd. 84,091 4,795,000 0.23%
46 COMERICA BANK 82,434 4,700,000 0.22%
47 MANAGED ACCOUNT ADVISORS LLC 82,251 4,690,000 0.22%
48 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 73,739 4,205,000 0.20%
49 GLOBAL ALPHA CAPITAL MANAGEMENT LTD. 72,500 4,134,000 0.19%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 71,904 4,100,000 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.