AI Holders Summary · Q2 2026

506 institutions reported UMBF in Q2 2026. BlackRock, Inc. leads at 21.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(7 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$1.5B10.2M0.02%Q2 2026 02

UMB Bank, n.a.

CIK 0000933429

$667M4.7M8.45%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$601M4.2M0.03%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$592M4.1M0.02%Q2 2026 05

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$447M3.1M0.01%Q2 2026 06

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$433M3.0M0.08%Q2 2026 07

FMR LLC

CIK 0000315066

$381M2.7M0.02%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$295M2.1M0.02%Q2 2026 09

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$241M1.7M0.04%Q2 2026 10

Neuberger Berman Group LLC

CIK 0001465109

$223M1.6M0.15%Q2 2026 11

EARNEST PARTNERS LLC

CIK 0001102578

$177M1.2M0.64%Q2 2026 12

Allspring Global Investments Holdings, LLC

CIK 0001890906

$167M1.1M0.26%Q2 2026 13

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$149M1.0M0.07%Q2 2026 14

CITADEL ADVISORS LLC

CIK 0001423053

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

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

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

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$138M965K0.02%Q2 2026 17

MORGAN STANLEY

CIK 0000895421

$134M939K0.01%Q2 2026 18

NORTHERN TRUST CORP

CIK 0000073124· Index

$132M927K0.02%Q2 2026 19

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$131M915K0.08%Q2 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$129M905K0.01%Q2 2026

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