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

Institutional Holders (2015Q3)
Portfolio Summary: 167 Institutional holders with a total value of $1,980,802,931.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 6,474,262 328,957,000 16.61%
2 FMR LLC 3,346,379 170,030,000 8.58%
3 VANGUARD GROUP INC 3,216,163 163,414,000 8.25%
4 BlackRock Fund Advisors 2,482,092 126,115,000 6.37%
5 STATE STREET CORP 2,207,528 112,162,000 5.66%
6 Champlain Investment Partners, LLC 1,868,203 94,923,000 4.79%
7 DIMENSIONAL FUND ADVISORS LP 1,300,112 66,059,000 3.33%
8 WADDELL & REED FINANCIAL INC 1,090,286 55,397,000 2.80%
9 Bank of New York Mellon Corp 1,035,114 52,594,000 2.66%
10 NORTHERN TRUST CORP 1,025,910 52,125,000 2.63%
11 KEELEY ASSET MANAGEMENT CORP 993,940 50,502,000 2.55%
12 BlackRock Institutional Trust Company, N.A. 979,475 49,767,000 2.51%
13 GOLDMAN SACHS GROUP INC 923,725 46,935,000 2.37%
14 RS INVESTMENT MANAGEMENT CO LLC 916,872 46,586,000 2.35%
15 VIRTUS CAPITAL ADVISERS, LLC 852,418 43,512,000 2.20%
16 Fisher Asset Management, LLC 747,847 37,998,000 1.92%
17 AMERICAN CENTURY COMPANIES INC 690,269 35,073,000 1.77%
18 WELLS FARGO & COMPANY/MN 614,328 31,214,000 1.58%
19 Boston Trust Walden Corp 549,000 27,895,000 1.41%
20 EAGLE ASSET MANAGEMENT INC 511,832 26,006,000 1.31%
21 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 432,680 21,984,000 1.11%
22 JPMORGAN CHASE & CO 414,659 21,069,000 1.06%
23 RICE HALL JAMES & ASSOCIATES, LLC 353,404 17,956,000 0.91%
24 DEPRINCE RACE & ZOLLO INC 274,947 13,970,000 0.71%
25 COMMERCE BANK 270,612 13,749,000 0.69%
26 PRINCIPAL FINANCIAL GROUP INC 269,106 13,673,000 0.69%
27 GEODE CAPITAL MANAGEMENT, LLC 268,901 13,662,000 0.69%
28 NORGES BANK 242,513 12,322,000 0.62%
29 Forest Hill Capital, LLC 242,354 12,314,000 0.62%
30 CHARTWELL INVESTMENT PARTNERS, LLC 221,806 11,270,000 0.57%
31 AMERIPRISE FINANCIAL INC 195,996 9,960,000 0.50%
32 BANK OF AMERICA CORP /DE/ 178,554 9,073,000 0.46%
33 TIAA CREF INVESTMENT MANAGEMENT LLC 168,140 8,543,000 0.43%
34 BlackRock Investment Management, LLC 162,149 8,239,000 0.42%
35 THIRD AVENUE MANAGEMENT LLC 159,873 8,123,000 0.41%
36 Tributary Capital Management, LLC 151,115 7,678,000 0.39%
37 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 149,109 7,577,000 0.38%
38 RUSSELL FRANK CO/ 129,189 6,564,000 0.33%
39 DEUTSCHE BANK AG\ 128,642 6,534,000 0.33%
40 OPPENHEIMER & CO INC 119,220 6,058,000 0.31%
41 RENAISSANCE TECHNOLOGIES LLC 113,600 5,772,000 0.29%
42 Invesco Ltd. 105,569 5,364,000 0.27%
43 GLOBAL ALPHA CAPITAL MANAGEMENT LTD. 103,900 5,279,000 0.27%
44 FINANCIAL COUNSELORS INC 96,953 4,926,000 0.25%
45 PRUDENTIAL FINANCIAL INC 96,270 4,891,000 0.25%
46 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 86,269 4,383,000 0.22%
47 MORGAN STANLEY 83,660 4,252,000 0.21%
48 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 83,439 4,240,000 0.21%
49 KING LUTHER CAPITAL MANAGEMENT CORP 80,000 4,065,000 0.21%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 71,804 3,648,000 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.