Dark
Light
System
Security
UMB FINL CORP COM
UMB FINL CORP COM. Institutional holdings reported to the SEC.

Institutional Holders (2016Q4)
Portfolio Summary: 226 Institutional holders with a total value of $3,136,445,696.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 UMB Bank, n.a. 5,848,909 451,067,000 14.38%
2 FMR LLC 3,668,109 282,885,000 9.02%
3 VANGUARD GROUP INC 3,662,431 282,446,000 9.01%
4 BlackRock Fund Advisors 2,722,000 209,921,000 6.69%
5 STATE STREET CORP 1,811,714 139,720,000 4.45%
6 AMERICAN CENTURY COMPANIES INC 1,424,517 109,859,000 3.50%
7 DIMENSIONAL FUND ADVISORS LP 1,414,683 109,103,000 3.48%
8 BlackRock Institutional Trust Company, N.A. 1,373,876 105,953,000 3.38%
9 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1,257,994 97,017,000 3.09%
10 NORTHERN TRUST CORP 1,222,367 94,269,000 3.01%
11 VICTORY CAPITAL MANAGEMENT INC 1,017,083 78,438,000 2.50%
12 Bank of New York Mellon Corp 940,681 72,546,000 2.31%
13 Champlain Investment Partners, LLC 847,965 65,395,000 2.09%
14 Fisher Asset Management, LLC 719,147 55,461,000 1.77%
15 AMERIPRISE FINANCIAL INC 689,745 53,193,000 1.70%
16 VIRTUS CAPITAL ADVISERS, LLC 647,865 50,161,000 1.60%
17 KEELEY ASSET MANAGEMENT CORP 645,704 49,797,000 1.59%
18 WELLS FARGO & COMPANY/MN 644,383 49,695,000 1.58%
19 JPMORGAN CHASE & CO 537,651 41,464,000 1.32%
20 EAGLE ASSET MANAGEMENT INC 531,769 41,010,000 1.31%
21 Boston Trust Walden Corp 450,647 34,754,000 1.11%
22 DEPRINCE RACE & ZOLLO INC 395,568 30,506,000 0.97%
23 GEODE CAPITAL MANAGEMENT, LLC 346,519 26,723,000 0.85%
24 RICE HALL JAMES & ASSOCIATES, LLC 333,473 25,717,000 0.82%
25 NORGES BANK 312,539 24,103,000 0.77%
26 SKYLINE ASSET MANAGEMENT LP 311,200 24,000,000 0.77%
27 BlackRock Investment Management, LLC 309,444 23,864,000 0.76%
28 MORGAN STANLEY 263,160 20,296,000 0.65%
29 BANK OF AMERICA CORP /DE/ 221,655 17,094,000 0.55%
30 GOLDMAN SACHS GROUP INC 212,611 16,397,000 0.52%
31 RUSSELL INVESTMENTS GROUP, LTD. 205,468 15,955,000 0.51%
32 CHARTWELL INVESTMENT PARTNERS, LLC 205,074 15,815,000 0.50%
33 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 200,642 15,474,000 0.49%
34 Tributary Capital Management, LLC 185,164 14,280,000 0.46%
35 PRINCIPAL FINANCIAL GROUP INC 175,404 13,527,000 0.43%
36 MILLENNIUM MANAGEMENT LLC 155,529 11,994,000 0.38%
37 TIAA CREF INVESTMENT MANAGEMENT LLC 135,905 10,481,000 0.33%
38 Nationwide Fund Advisors 129,204 9,964,000 0.32%
39 THIRD AVENUE MANAGEMENT LLC 127,791 9,855,000 0.31%
40 BLACKROCK ADVISORS LLC 126,505 9,756,000 0.31%
41 CHICAGO EQUITY PARTNERS LLC 117,040 9,026,000 0.29%
42 OPPENHEIMER & CO INC 114,617 8,839,000 0.28%
43 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 114,159 8,804,000 0.28%
44 Invesco Ltd. 110,868 8,550,000 0.27%
45 AMERICAN INTERNATIONAL GROUP, INC. 108,706 8,383,000 0.27%
46 WADDELL & REED FINANCIAL INC 100,466 7,748,000 0.25%
47 UNITED SERVICES AUTOMOBILE ASSOCIATION 99,800 7,697,000 0.25%
48 RHUMBLINE ADVISERS 98,009 7,558,000 0.24%
49 Matarin Capital Management, LLC 97,879 7,548,429 0.24%
50 DEUTSCHE BANK AG\ 97,513 7,518,000 0.24%
Page 1 of 5

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.