UMB Financial Corporation
US ˙ NasdaqGS ˙ US9027881088

SecurityUMBF / UMB Financial Corporation
InstitutionBrown Advisory Inc
Latest Disclosed Ownership53,073 shares
Latest Disclosed Value $ 5,986,104
Brown Advisory Inc reports 4.81% decrease in ownership of UMBF / UMB Financial Corporation

On May 15, 2026 - Brown Advisory Inc filed a 13F-HR form disclosing ownership of 53,073 shares of UMB Financial Corporation (US:UMBF) valued at $5,986,104 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 55,752 shares of UMB Financial Corporation. This represents a change in shares of -4.81% during the quarter. The current value of the position is $6,830,495 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UMB FINL COM 902788108 53,073 -2,679 -4.81 5,986 -6.66 0.0044
2026-02-13 2025-12-31 13F UMB FINL COM 902788108 55,752 605 1.10 6,414 -1.73 0.0089
2025-11-14 2025-09-30 13F UMB FINL COM 902788108 55,147 -1,055 -1.88 6,527 10.42 0.0085
2025-08-13 2025-06-30 13F UMB FINL COM 902788108 56,202 -561 -0.99 5,910 3.00 0.0078
2025-04-30 2025-03-31 13F UMB FINL COM 902788108 56,763 -4,079 -6.70 5,739 -16.43 0.0082
2025-02-14 2024-12-31 13F UMB FINL COM 902788108 60,842 -13,122 -17.74 6,867 -11.68 0.0087
2024-11-13 2024-09-30 13F UMB FINL COM 902788108 73,964 -1,505 -1.99 7,774 23.49 0.0098
2024-08-14 2024-06-30 13F UMB FINL COM 902788108 75,469 -336,234 -81.67 6,296 -82.42 0.0082
2024-04-24 2024-03-31 13F UMB FINL COM 902788108 411,703 7,367 1.82 35,814 6.02 0.0479
2024-02-08 2023-12-31 13F UMB FINL COM 902788108 404,336 -22,129 -5.19 33,782 27.66 0.0475
2023-10-25 2023-09-30 13F UMB FINL COM 902788108 426,465 -51,245 -10.73 26,462 -9.04 0.0434
2023-07-31 2023-06-30 13F UMB FINL COM 902788108 477,710 51,827 12.17 29,093 18.35 0.0454
2023-05-08 2023-03-31 13F UMB FINL COM 902788108 425,883 -268,849 -38.70 24,582 -57.64 0.0416
2023-02-13 2022-12-31 13F UMB FINL COM 902788108 694,732 165,629 31.30 58,024 30.10 0.1078
2022-11-14 2022-09-30 13F UMB FINL COM 902788108 529,103 -4,519 -0.85 44,598 -2.93 0.0867
2022-11-14 2022-06-30 13F/A-2 UMB FINL COM 902788108 533,622 -9,643 -1.78 45,946 -12.95 0.0864
2022-09-13 2022-06-30 13F/A-1 UMB FINL COM 902788108 533,622 -9,643 45,946 0.0795
2022-08-02 2022-06-30 13F UMB FINL COM 902788108 529,583 -9,833 45,842 0.0737
2022-11-14 2022-03-31 13F/A-2 UMB FINL COM 902788108 543,265 73,925 15.75 52,784 5.99 0.0787
2022-09-13 2022-03-31 13F/A-1 UMB FINL COM 902788108 543,265 73,925 52,784 0.0741
2022-05-09 2022-03-31 13F UMB FINL COM 902788108 539,416 70,076 52,519 0.0714
2022-01-27 2021-12-31 13F UMB FINL COM 902788108 469,340 -248,394 -34.61 49,801 -28.25 0.0617
2021-11-12 2021-09-30 13F UMB FINL COM 902788108 717,734 -114,597 -13.77 69,412 -10.39 0.1025
2021-07-29 2021-06-30 13F UMB FINL COM 902788108 832,331 -10,264 -1.22 77,458 -0.44 0.1168
2021-05-14 2021-03-31 13F UMB FINL COM 902788108 842,595 66,456 8.56 77,797 45.29 0.1330
2021-02-12 2020-12-31 13F UMB FINL COM 902788108 776,139 31,258 4.20 53,545 46.67 0.0950
2020-11-16 2020-09-30 13F UMB FINL COM 902788108 744,881 63,780 9.36 36,507 3.98 0.0754
2020-08-14 2020-06-30 13F UMB FINL COM 902788108 681,101 -9,703 -1.40 35,111 9.58 0.0818
2020-05-15 2020-03-31 13F UMB FINL COM 902788108 690,804 194,447 39.17 32,041 -5.96 0.0982
2020-02-14 2019-12-31 13F UMB FINL COM 902788108 496,357 53,902 12.18 34,070 19.23 0.0864
2019-11-14 2019-09-30 13F UMB FINL COM 902788108 442,455 364,670 468.82 28,574 458.09 0.0802
2019-08-12 2019-06-30 13F UMB FINL COM 902788108 77,785 -2,220 -2.77 5,120 -0.08 0.0146
2019-05-15 2019-03-31 13F UMB FINL COM 902788108 80,005 0 0.00 5,124 5.04 0.0145
2019-02-13 2018-12-31 13F UMB FINL COM 902788108 80,005 -327 -0.41 4,878 -14.36 0.0164
2018-11-13 2018-09-30 13F UMB FINL COM 902788108 80,332 27 0.03 5,696 -6.96 0.0162
2018-08-10 2018-06-30 13F UMB FINL COM 902788108 80,305 -1,175 -1.44 6,122 3.80 0.0188
2018-06-28 2018-03-31 13F/A-1 UMB FINL COM 902788108 81,480 -850 -1.03 5,898 -0.41 0.0191
2018-05-14 2018-03-31 13F UMB FINL COM 902788108 81,480 -850 5,898
2018-02-12 2017-12-31 13F UMB FINL COM 902788108 82,330 0 0.00 5,922 -3.44 0.0187
2017-11-13 2017-09-30 13F UMB FINL COM 902788108 82,330 -1,150 -1.38 6,133 -1.86 0.0203
2017-08-14 2017-06-30 13F UMB FINL COM 902788108 83,480 83,480 6,249 0.0191
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.