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

Institutional Holders (2015Q4)
Portfolio Summary: 169 Institutional holders with a total value of $1,801,871,852.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 6,380,109 296,993,000 16.48%
2 VANGUARD GROUP INC 3,305,980 153,893,000 8.54%
3 FMR LLC 3,010,578 140,142,000 7.78%
4 BlackRock Fund Advisors 2,665,191 124,065,000 6.89%
5 Champlain Investment Partners, LLC 1,806,290 84,083,000 4.67%
6 DIMENSIONAL FUND ADVISORS LP 1,364,242 63,509,000 3.52%
7 STATE STREET CORP 1,164,458 54,204,000 3.01%
8 KEELEY ASSET MANAGEMENT CORP 1,097,897 51,107,000 2.84%
9 RS INVESTMENT MANAGEMENT CO LLC 1,082,587 50,394,000 2.80%
10 WADDELL & REED FINANCIAL INC 1,070,668 49,840,000 2.77%
11 Bank of New York Mellon Corp 1,069,792 49,799,000 2.76%
12 NORTHERN TRUST CORP 1,013,552 47,181,000 2.62%
13 BlackRock Institutional Trust Company, N.A. 1,000,264 46,562,000 2.58%
14 GOLDMAN SACHS GROUP INC 881,318 41,025,000 2.28%
15 AMERICAN CENTURY COMPANIES INC 860,032 40,034,000 2.22%
16 VIRTUS CAPITAL ADVISERS, LLC 828,367 38,767,000 2.15%
17 Fisher Asset Management, LLC 748,983 34,865,000 1.93%
18 WELLS FARGO & COMPANY/MN 683,755 31,829,000 1.77%
19 DEPRINCE RACE & ZOLLO INC 659,825 30,715,000 1.70%
20 EAGLE ASSET MANAGEMENT INC 472,920 22,014,000 1.22%
21 Boston Trust Walden Corp 439,189 20,444,000 1.13%
22 NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 432,680 20,141,000 1.12%
23 JPMORGAN CHASE & CO 415,209 19,328,000 1.07%
24 AMERIPRISE FINANCIAL INC 390,514 18,180,000 1.01%
25 RICE HALL JAMES & ASSOCIATES, LLC 349,052 16,248,000 0.90%
26 PRINCIPAL FINANCIAL GROUP INC 281,178 13,089,000 0.73%
27 NORGES BANK 273,692 12,740,000 0.71%
28 GEODE CAPITAL MANAGEMENT, LLC 271,860 12,655,000 0.70%
29 COMMERCE BANK 270,612 12,597,000 0.70%
30 RUSSELL FRANK CO/ 252,042 12,000,000 0.67%
31 CHARTWELL INVESTMENT PARTNERS, LLC 215,846 10,048,000 0.56%
32 MILLENNIUM MANAGEMENT LLC 204,342 9,512,000 0.53%
33 BANK OF AMERICA CORP /DE/ 173,671 8,085,000 0.45%
34 BlackRock Investment Management, LLC 163,205 7,597,000 0.42%
35 THIRD AVENUE MANAGEMENT LLC 159,873 7,442,000 0.41%
36 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 157,920 7,352,000 0.41%
37 TIAA CREF INVESTMENT MANAGEMENT LLC 146,589 6,824,000 0.38%
38 OPPENHEIMER & CO INC 118,520 5,517,000 0.31%
39 Tributary Capital Management, LLC 117,422 5,466,000 0.30%
40 GLOBAL ALPHA CAPITAL MANAGEMENT LTD. 113,900 5,302,000 0.29%
41 Invesco Ltd. 112,336 5,229,000 0.29%
42 DEUTSCHE BANK AG\ 105,362 4,903,000 0.27%
43 PRUDENTIAL FINANCIAL INC 97,670 4,547,000 0.25%
44 FINANCIAL COUNSELORS INC 97,453 4,536,000 0.25%
45 COMERICA BANK 93,465 4,036,000 0.22%
46 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 86,269 4,016,000 0.22%
47 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 84,639 3,940,000 0.22%
48 RENAISSANCE TECHNOLOGIES LLC 73,500 3,421,000 0.19%
49 RHUMBLINE ADVISERS 73,276 3,411,000 0.19%
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 72,963 3,396,000 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.