AI Holders Summary · Q1 2026

485 institutions reported UMBF in Q1 2026. BlackRock, Inc. leads at 19.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$1.1B9.3M0.02%Q1 2026 02

UMB Bank, n.a.

CIK 0000933429

$533M4.7M7.44%Q1 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$467M4.1M0.02%Q1 2026 04

STATE STREET CORP

CIK 0000093751

$451M4.0M0.02%Q1 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$350M3.1M0.01%Q1 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$328M2.9M0.07%Q1 2026 07

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$305M2.7M0.06%Q1 2026 08

FMR LLC

CIK 0000315066

$273M2.4M0.01%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$220M1.9M0.01%Q1 2026 10

Neuberger Berman Group LLC

CIK 0001465109

$192M1.7M0.15%Q1 2026 11

Allspring Global Investments Holdings, LLC

CIK 0001890906

$156M1.4M0.26%Q1 2026 12

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$152M1.3M0.08%Q1 2026 13

EARNEST PARTNERS LLC

CIK 0001102578

$144M1.3M0.59%Q1 2026 14

CITADEL ADVISORS LLC

CIK 0001423053

$143M1.2M0.02%Q4 2025 15

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$140M1.2M0.05%Q1 2026 16

MORGAN STANLEY

CIK 0000895421

$114M1.0M0.01%Q1 2026 17

VICTORY CAPITAL MANAGEMENT INC

CIK 0001040188

$110M979K0.07%Q1 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$109M967K0.02%Q1 2026 19

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$101M899K0.07%Q1 2026 20

GOLDMAN SACHS GROUP INC

CIK 0000886982

$101M896K0.01%Q1 2026

Page 1 of 25

465 more holders available. Log in →