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

Institutional Holders (2016Q3)
Portfolio Summary: 177 Institutional holders with a total value of $2,452,620,215.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 6,274,203 333,850,000 13.61%
2 FMR LLC 3,928,312 233,538,000 9.52%
3 VANGUARD GROUP INC 3,764,434 223,795,000 9.12%
4 BlackRock Fund Advisors 3,208,042 190,718,000 7.78%
5 AMERICAN CENTURY COMPANIES INC 2,532,097 150,533,000 6.14%
6 DIMENSIONAL FUND ADVISORS LP 1,424,233 84,667,000 3.45%
7 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1,294,694 76,969,000 3.14%
8 STATE STREET CORP 1,243,245 73,914,000 3.01%
9 Bank of New York Mellon Corp 1,105,589 65,730,000 2.68%
10 BlackRock Institutional Trust Company, N.A. 1,095,302 65,116,000 2.65%
11 NORTHERN TRUST CORP 1,071,055 63,675,000 2.60%
12 Champlain Investment Partners, LLC 1,055,910 62,774,000 2.56%
13 KEELEY ASSET MANAGEMENT CORP 968,184 57,559,000 2.35%
14 VIRTUS CAPITAL ADVISERS, LLC 806,531 48,145,000 1.96%
15 AMERIPRISE FINANCIAL INC 756,681 44,986,000 1.83%
16 Fisher Asset Management, LLC 741,259 44,068,000 1.80%
17 VICTORY CAPITAL MANAGEMENT INC 694,252 41,273,000 1.68%
18 WELLS FARGO & COMPANY/MN 651,980 38,759,000 1.58%
19 Boston Trust Walden Corp 576,307 34,261,000 1.40%
20 DEPRINCE RACE & ZOLLO INC 508,992 30,260,000 1.23%
21 EAGLE ASSET MANAGEMENT INC 441,561 26,250,000 1.07%
22 JPMORGAN CHASE & CO 418,782 24,896,000 1.02%
23 RICE HALL JAMES & ASSOCIATES, LLC 340,500 20,243,000 0.83%
24 NORGES BANK 338,513 19,221,000 0.78%
25 PRINCIPAL FINANCIAL GROUP INC 321,751 19,128,000 0.78%
26 GEODE CAPITAL MANAGEMENT, LLC 315,730 18,770,000 0.77%
27 SKYLINE ASSET MANAGEMENT LP 313,200 18,620,000 0.76%
28 BLACKROCK ADVISORS LLC 253,780 15,087,000 0.62%
29 EMERALD ACQUISITION LTD. 245,461 14,593,000 0.59%
30 Invesco Ltd. 234,037 13,913,000 0.57%
31 CHARTWELL INVESTMENT PARTNERS, LLC 210,061 12,488,000 0.51%
32 BlackRock Investment Management, LLC 204,142 12,136,000 0.49%
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 186,711 11,100,000 0.45%
34 BANK OF AMERICA CORP /DE/ 180,820 10,750,000 0.44%
35 Tributary Capital Management, LLC 172,329 10,245,000 0.42%
36 TIAA CREF INVESTMENT MANAGEMENT LLC 143,926 8,556,000 0.35%
37 Matarin Capital Management, LLC 143,530 8,532,858 0.35%
38 GOLDMAN SACHS GROUP INC 142,027 8,443,000 0.34%
39 THIRD AVENUE MANAGEMENT LLC 141,973 8,440,000 0.34%
40 Brandywine Global Investment Management, LLC 138,875 8,257,000 0.34%
41 GLOBAL ALPHA CAPITAL MANAGEMENT LTD. 137,600 8,180,000 0.33%
42 OPPENHEIMER & CO INC 115,117 6,844,000 0.28%
43 UNITED SERVICES AUTOMOBILE ASSOCIATION 99,800 5,933,000 0.24%
44 CHICAGO EQUITY PARTNERS LLC 97,760 5,812,000 0.24%
45 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 95,074 5,652,000 0.23%
46 Nationwide Fund Advisors 92,976 5,527,000 0.23%
47 PRUDENTIAL FINANCIAL INC 88,254 5,247,000 0.21%
48 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 87,716 5,215,000 0.21%
49 COMERICA BANK 85,271 5,202,000 0.21%
50 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 86,369 5,135,000 0.21%
Page 1 of 4

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.