UMB Financial Corporation
US ˙ NasdaqGS ˙ US9027881088

SecurityUMBF / UMB Financial Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,909,932 shares
Latest Disclosed Value $ 328,200,076
Dimensional Fund Advisors Lp reports 1.93% increase in ownership of UMBF / UMB Financial Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 2,909,932 shares of UMB Financial Corporation (US:UMBF) valued at $328,211,230 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,854,927 shares of UMB Financial Corporation. This represents a change in shares of 1.93% during the quarter. The current value of the position is $367,669,908 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)
2026-05-07 2026-03-31 13F UMB FINL COM 902788108 2,909,932 55,005 1.93 328,200 -0.07 0.0147
2026-02-12 2025-12-31 13F UMB FINL COM 902788108 2,854,927 22,100 0.78 328,439 -2.04 0.0689
2025-11-12 2025-09-30 13F UMB FINL COM 902788108 2,832,827 94,451 3.45 335,264 16.42 0.0719
2025-08-12 2025-06-30 13F UMB FINL COM 902788108 2,738,376 37,698 1.40 287,976 5.47 0.0667
2025-05-13 2025-03-31 13F UMB FINL COM 902788108 2,700,678 1,185,671 78.26 273,029 59.68 0.0679
2025-02-13 2024-12-31 13F UMB FINL COM 902788108 1,515,007 -79,416 -4.98 170,986 2.03 0.0411
2024-11-07 2024-09-30 13F UMB FINL COM 902788108 1,594,423 -95,472 -5.65 167,586 18.88 0.0406
2024-08-09 2024-06-30 13F UMB FINL COM 902788108 1,689,895 100,000 6.29 140,968 1.93 0.0368
2024-05-10 2024-03-31 13F UMB FINL COM 902788108 1,589,895 45,887 2.97 138,305 7.21 0.0374
2024-02-07 2023-12-31 13F UMB FINL COM 902788108 1,544,008 161,558 11.69 129,005 50.39 0.0377
2023-11-09 2023-09-30 13F UMB FINL COM 902788108 1,382,450 150,540 12.22 85,781 14.33 0.0281
2023-08-09 2023-06-30 13F UMB FINL COM 902788108 1,231,910 97,521 8.60 75,027 14.58 0.0239
2023-05-12 2023-03-31 13F UMB FINL COM 902788108 1,134,389 25,714 2.32 65,480 71,072.83 0.0221
2023-02-09 2022-12-31 13F UMB FINL COM 902788108 1,108,675 24,018 2.21 93 -99.90 0.0274
2022-11-10 2022-09-30 13F UMB FINL COM 902788108 1,084,657 10,651 0.99 91,428 -1.13 0.0351
2022-08-12 2022-06-30 13F UMB FINL COM 902788108 1,074,006 11,687 1.10 92,471 -10.41 0.0332
2022-05-13 2022-03-31 13F UMB FINL COM 902788108 1,062,319 11,391 1.08 103,218 -7.44 0.0318
2022-02-09 2021-12-31 13F UMB FINL COM 902788108 1,050,928 -54,186 -4.90 111,514 4.33 0.0337
2021-11-12 2021-09-30 13F UMB FINL COM 902788108 1,105,114 -816 -0.07 106,881 3.85 0.0344
2021-08-12 2021-06-30 13F UMB FINL COM 902788108 1,105,930 -25,711 -2.27 102,917 -1.50 0.0326
2021-05-14 2021-03-31 13F UMB FINL COM 902788108 1,131,641 -91,293 -7.47 104,487 23.84 0.0346
2021-03-08 2020-12-31 13F/A-2 UMB FINL COM 902788108 1,222,934 -23,880 -1.92 84,370 38.08 0.0305
2021-02-11 2020-12-31 13F UMB FINL COM 902788108 1,222,934 -23,880 84,370 30,469.9595
2020-11-12 2020-09-30 13F UMB FINL COM 902788108 1,246,814 7,958 0.64 61,104 -4.31 0.0259
2020-08-13 2020-06-30 13F UMB FINL COM 902788108 1,238,856 12,928 1.05 63,859 12.31 0.0281
2020-05-14 2020-03-31 13F UMB FINL COM 902788108 1,225,928 971 0.08 56,858 -32.38 0.0296
2020-02-14 2019-12-31 13F UMB FINL COM 902788108 1,224,957 -27,620 -2.21 84,082 3.94 0.0306
2019-11-12 2019-09-30 13F UMB FINL COM 902788108 1,252,577 -5,131 -0.41 80,893 -2.28 0.0314
2019-08-13 2019-06-30 13F UMB FINL COM 902788108 1,257,708 1,798 0.14 82,780 2.92 0.0321
2019-08-12 2019-03-31 13F/A-2 UMB FINL COM 902788108 1,255,910 347 0.03 80,431 5.07 0.0320
2019-05-10 2019-03-31 13F UMB FINL COM 902788108 1,255,910 347 80,431
2019-02-26 2018-12-31 13F/A-1 UMB FINL COM 902788108 1,255,563 48,221 3.99 76,552 -10.57 0.0347
2019-02-13 2018-12-31 13F UMB FINL COM 902788108 1,255,563 48,221 76,552
2018-11-13 2018-09-30 13F UMB FINL COM 902788108 1,207,342 16,029 1.35 85,599 -5.74 0.0326
2018-08-10 2018-06-30 13F UMB FINL COM 902788108 1,191,313 5,512 0.46 90,815 5.80 0.0362
2018-05-11 2018-03-31 13F UMB FINL COM 902788108 1,185,801 32,859 2.85 85,840 3.52 0.0358
2018-02-12 2017-12-31 13F UMB FINL COM 902788108 1,152,942 51,879 4.71 82,922 1.10 0.0344
2017-11-13 2017-09-30 13F UMB FINL COM 902788108 1,101,063 -23,885 -2.12 82,018 -2.61 0.0358
2017-08-11 2017-06-30 13F UMB FINL COM 902788108 1,124,948 -159,721 -12.43 84,215 -12.96 0.0389
2017-05-12 2017-03-31 13F UMB FINL COM 902788108 1,284,669 -130,014 -9.19 96,749 -11.32 0.0462
2017-02-09 2016-12-31 13F UMB FINL COM 902788108 1,414,683 -9,550 -0.67 109,103 28.86 0.0545
2016-11-10 2016-09-30 13F UMB FINL COM 902788108 1,424,233 19,316 1.37 84,667 13.27 0.0458
2016-08-09 2016-06-30 13F UMB FINL COM 902788108 1,404,917 -30,149 -2.10 74,751 0.88 0.0430
2016-05-13 2016-03-31 13F UMB FINL COM 902788108 1,435,066 70,824 5.19 74,097 16.67 0.0444
2016-02-10 2015-12-31 13F UMB FINL COM 902788108 1,364,242 64,130 4.93 63,509 -3.86 0.0396
2015-11-13 2015-09-30 13F UMB FINL COM 902788108 1,300,112 163,532 14.39 66,059 1.93 0.0434
2015-08-14 2015-06-30 13F UMB FINL COM 902788108 1,136,580 42,960 3.93 64,808 12.04 0.0397
2015-05-14 2015-03-31 13F UMB FINL COM 902788108 1,093,620 132,373 13.77 57,842 5.77 0.0365
2015-02-06 2014-12-31 13F UMB FINL COM 902788108 961,247 118,197 14.02 54,687 18.91 0.0359
2014-11-13 2014-09-30 13F UMB FINL COM 902788108 843,050 82,719 10.88 45,989 -4.58 0.0326
2014-08-08 2014-06-30 13F UMB FINL COM 902788108 760,331 73,783 10.75 48,197 8.51 0.0335
2014-05-14 2014-03-31 13F UMB FINL COM 902788108 686,548 21,587 3.25 44,417 3.91 0.0332
2014-02-12 2013-12-31 13F UMB FINL COM 902788108 664,961 26,006 4.07 42,744 23.11 0.0333
2013-11-13 2013-09-30 13F UMB FINL COM 902788108 638,955 24,436 3.98 34,720 1.49 0.0300
2013-08-15 2013-06-30 13F UMB FINL COM 902788108 614,519 614,519 34,211 0.0322
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.