UMB Financial Corporation
US ˙ NasdaqGS ˙ US9027881088

SecurityUMBF / UMB Financial Corporation
InstitutionInvesco Ltd.
Latest Disclosed Ownership274,336 shares
Latest Disclosed Value $ 30,942,358
Invesco Ltd. reports 3.10% decrease in ownership of UMBF / UMB Financial Corporation

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 274,336 shares of UMB Financial Corporation (US:UMBF) valued at $30,942,357 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 283,113 shares of UMB Financial Corporation. This represents a change in shares of -3.10% during the quarter. The current value of the position is $34,662,354 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)
2026-05-12 2026-03-31 13F UMB FINL COM 902788108 274,336 -8,777 -3.10 30,942 -5.00 0.0047
2026-02-19 2025-12-31 13F UMB FINL COM 902788108 283,113 23,566 9.08 32,569 6.03 0.0050
2025-11-13 2025-09-30 13F UMB FINL COM 902788108 259,547 -227,695 -46.73 30,717 -40.05 0.0048
2025-08-13 2025-06-30 13F UMB FINL COM 902788108 487,242 87,652 21.94 51,238 26.83 0.0087
2025-05-12 2025-03-31 13F UMB FINL COM 902788108 399,590 89,610 28.91 40,399 15.48 0.0077
2025-02-13 2024-12-31 13F UMB FINL COM 902788108 309,980 74,038 31.38 34,984 41.07 0.0065
2024-11-12 2024-09-30 13F UMB FINL COM 902788108 235,942 123,197 109.27 24,800 163.68 0.0048
2024-08-13 2024-06-30 13F UMB FINL COM 902788108 112,745 26,686 31.01 9,405 25.63 0.0020
2024-05-14 2024-03-31 13F UMB FINL COM 902788108 86,059 -12,041 -12.27 7,486 -8.66 0.0016
2024-02-13 2023-12-31 13F UMB FINL COM 902788108 98,100 4,283 4.57 8,196 40.80 0.0020
2023-11-13 2023-09-30 13F UMB FINL COM 902788108 93,817 514 0.55 5,821 2.45 0.0016
2023-08-11 2023-06-30 13F UMB FINL COM 902788108 93,303 -143,651 -60.62 5,682 -58.45 0.0015
2023-05-12 2023-03-31 13F UMB FINL COM 902788108 236,954 143,219 152.79 13,677 74.71 0.0038
2023-02-13 2022-12-31 13F UMB FINL COM 902788108 93,735 -41,663 -30.77 7,829 -31.41 0.0023
2022-11-14 2022-09-30 13F UMB FINL COM 902788108 135,398 -57,113 -29.67 11,413 -31.14 0.0037
2022-08-15 2022-06-30 13F UMB FINL COM 902788108 192,511 -7,716 -3.85 16,575 -14.80 0.0050
2022-05-16 2022-03-31 13F UMB FINL COM 902788108 200,227 1,619 0.82 19,455 -7.69 0.0050
2022-02-14 2021-12-31 13F UMB FINL COM 902788108 198,608 27,521 16.09 21,075 27.37 0.0051
2021-11-15 2021-09-30 13F UMB FINL COM 902788108 171,087 43,965 34.58 16,546 39.88 0.0042
2021-08-17 2021-06-30 13F UMB FINL COM 902788108 127,122 27,745 27.92 11,829 28.91 0.0029
2021-05-17 2021-03-31 13F UMB FINL COM 902788108 99,377 20,396 25.82 9,176 68.43 0.0024
2021-02-16 2020-12-31 13F UMB FINL COM 902788108 78,981 18,300 30.16 5,448 83.19 0.0016
2020-11-16 2020-09-30 13F UMB FINL COM 902788108 60,681 -534,153 -89.80 2,974 -90.30 0.0010
2020-08-14 2020-06-30 13F UMB FINL COM 902788108 594,834 524,549 746.32 30,664 840.90 0.0110
2020-05-15 2020-03-31 13F UMB FINL COM 902788108 70,285 19,950 39.63 3,259 -5.67 0.0014
2020-02-14 2019-12-31 13F UMB FINL COM 902788108 50,335 -348,771 -87.39 3,455 -86.60 0.0011
2019-11-14 2019-09-30 13F UMB FINL COM 902788108 399,106 -14,690 -3.55 25,774 -5.36 0.0067
2019-08-14 2019-06-30 13F/A-1 UMB FINL COM 902788108 413,796 -442,133 -51.66 27,235 -50.31 0.0070
2019-08-14 2019-06-30 13F UMB FINL COM 902788108 413,796 -665,311 27,235
2019-05-15 2019-03-31 13F UMB FINL COM 902788108 855,929 375,335 78.10 54,814 87.06 0.0185
2019-02-14 2018-12-31 13F UMB FINL COM 902788108 480,594 76,995 19.08 29,303 2.41 0.0112
2018-11-14 2018-09-30 13F UMB FINL COM 902788108 403,599 214,638 113.59 28,614 98.67 0.0090
2018-08-14 2018-06-30 13F UMB FINL COM 902788108 188,961 71,476 60.84 14,403 69.35 0.0048
2018-05-15 2018-03-31 13F UMB FINL COM 902788108 117,485 13,222 12.68 8,505 13.42 0.0032
2018-02-14 2017-12-31 13F UMB FINL COM 902788108 104,263 -1,519 -1.44 7,499 -4.84 0.0027
2017-11-14 2017-09-30 13F UMB FINL COM 902788108 105,782 886 0.84 7,880 0.34 0.0029
2017-08-14 2017-06-30 13F UMB FINL COM 902788108 104,896 6,802 6.93 7,853 6.31 0.0024
2017-05-15 2017-03-31 13F UMB FINL COM 902788108 98,094 -12,774 -11.52 7,387 -13.60 0.0024
2017-02-14 2016-12-31 13F UMB FINL COM 902788108 110,868 -123,169 -52.63 8,550 -38.55 0.0029
2016-11-14 2016-09-30 13F UMB FINL COM 902788108 234,037 45,489 24.13 13,913 38.67 0.0048
2016-08-15 2016-06-30 13F UMB FINL COM 902788108 188,548 10,244 5.75 10,033 8.98 0.0037
2016-05-16 2016-03-31 13F UMB FINL COM 902788108 178,304 65,968 58.72 9,206 76.06 0.0037
2016-02-16 2015-12-31 13F UMB FINL COM 902788108 112,336 6,767 6.41 5,229 -2.52 0.0021
2015-11-16 2015-09-30 13F UMB FINL COM 902788108 105,569 21,478 25.54 5,364 11.87 0.0023
2015-08-14 2015-06-30 13F UMB FINANCIAL COMMON 902788108 84,091 -719,582 -89.54 4,795 -88.72 0.0019
2015-05-15 2015-03-31 13F UMB FINANCIAL COMMON 902788108 803,673 1,884 0.23 42,506 -6.81 0.0164
2015-02-13 2014-12-31 13F UMB FINANCIAL COMMON 902788108 801,789 7,849 0.99 45,613 5.32 0.0176
2014-11-14 2014-09-30 13F UMB FINANCIAL COMMON 902788108 793,940 -4,518 -0.57 43,309 -14.43 0.0173
2014-08-14 2014-06-30 13F UMB FINANCIAL COMMON 902788108 798,458 -27,214 -3.30 50,614 -5.25 0.0199
2014-05-15 2014-03-31 13F UMB FINANCIAL COMMON 902788108 825,672 5,045 0.61 53,421 1.27 0.0217
2014-02-13 2013-12-31 13F UMB FINANCIAL COMMON 902788108 820,627 11,445 1.41 52,750 19.97 0.0209
2013-11-13 2013-09-30 13F UMB FINANCIAL COMMON 902788108 809,182 755,171 1,398.18 43,970 1,362.25 0.0191
2013-08-14 2013-06-30 13F UMB FINANCIAL COMMON 902788108 54,011 54,011 3,007 0.0014
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.