UMB Financial (UMBF)

UMB Capital Corporation • UMB Banc Leasing Corporation • UMB Trust Company • UMB Insurance, Inc. • Kansas City Realty Company • UMB Realty Company, LLC • Kansas City Financial Corporation • UMB Colorado Property, LLC • Conifer Properties LLC • Meridian AZ Properties, LLC ...

IRS number

430903811

UMBF stock data

1M 3M 6M 1Y

Latest filings (excl ownership)

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CERT

Certification of approval for exchange listing

13 Jun 25

8-A12B

Registration of securities on exchange

12 Jun 25

8-K

Material Modifications to Rights of Security Holders

12 Jun 25

8-K

UMB Financial Corporation Announces Full Redemption of Its Series A Preferred Stock; Nasdaq UMBFP

12 Jun 25

424B4

Prospectus supplement with pricing info

30 May 25

8-K

UMB Financial Corporation Announces Pricing of an Underwritten Offering of

29 May 25

FWP

Free writing prospectus

29 May 25

424B5

Prospectus supplement for primary offering

2 May 25

Submission of Matters to a Vote of Security Holders

2 May 25

Transcripts

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UMBF

Earnings call transcript

2024 Q4

29 Jan 25

UMBF

Earnings call transcript

2024 Q3

30 Oct 24

UMBF

Earnings call transcript

2024 Q2

31 Jul 24

UMBF

Earnings call transcript

2024 Q1

29 Apr 24

UMBF

Earnings call transcript

2023 Q4

31 Jan 24

UMBF

Earnings call transcript

2023 Q3

25 Oct 23

UMBF

Earnings call transcript

2023 Q2

26 Jul 23

UMBF

Earnings call transcript

2023 Q2

26 Jul 23

UMBF

Earnings call transcript

2023 Q1

26 Apr 23

UMBF

Earnings call transcript

2022 Q4

25 Jan 23

Latest ownership filings

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Notice of proposed sale of securities (amended)

2 Jun 25

144/A

Notice of proposed sale of securities (amended)

2 Jun 25

144

Notice of proposed sale of securities

2 Jun 25

144

Notice of proposed sale of securities

2 Jun 25

144

Notice of proposed sale of securities

2 Jun 25

144

Notice of proposed sale of securities

2 Jun 25

144

Notice of proposed sale of securities

2 Jun 25

Uma Wilson

13 May 25

Financial summary

Financial statements Chart UMBF financial data

Quarter (USD)	Mar 25	Dec 24	Sep 24	Jun 24
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 24	Dec 22	Dec 21	Dec 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Institutional ownership, Q4 2024

UMBF institutional ownership history Ownership history

72.6% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	349	321	+8.7%
Opened positions	55	58	-5.2%
Closed positions	27	30	-10.0%
Increased positions	129	100	+29.0%
Reduced positions	112	112	–

13F shares	Current	Prev Q	Change
Total value	5.61 tn	5.11 tn	+9.9%
Total shares	55.13 mm	53.97 mm	+2.1%
Total puts	1.80 k	4.70 k	-61.7%
Total calls	13.90 k	5.10 k	+172.5%
Total put/call ratio	0.1	0.9	-85.9%

Largest owners	Shares	Value	Change
BlackRock	6.05 mm	$682.94 bn	+2.1%
Vanguard	4.76 mm	$537.49 bn	+1.0%
Umb Bank N A	4.41 mm	$497.58 bn	-6.2%
American Century Investment Management	3.28 mm	$199.80 mm	0.0%
STT State Street	3.13 mm	$354.45 bn	+10.8%
Citadel Advisors	2.02 mm	$228.16 bn	-6.4%
Wellington Management	2.02 mm	$228.12 bn	+5.3%
American Century Companies	1.91 mm	$215.27 bn	-2.1%
Allspring Global Investments	1.74 mm	$194.38 bn	-7.7%
Dimensional Fund Advisors	1.52 mm	$170.99 bn	-5.0%

Largest transactions	Shares	Bought/sold	Change
Neuberger Berman	449.99 k	+446.45 k	+12636.7%
GS The Goldman Sachs Group, Inc.	1.01 mm	+431.44 k	+74.4%
Freestone Grove Partners	427.39 k	+427.39 k	NEW
STT State Street	3.13 mm	+304.88 k	+10.8%
Umb Bank N A	4.41 mm	-290.78 k	-6.2%
Adage Capital Partners GP, L.L.C.	301.71 k	+225.91 k	+298.0%
Azora Capital	179.65 k	-221.33 k	-55.2%
Victory Capital Management	1.45 mm	-179.37 k	-11.0%
Point72 Asset Management	176.63 k	+175.83 k	+22173.3%
BAC Bank of America	429.92 k	-166.39 k	-27.9%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

UMBF insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
2 Jun 25	Kemper J Mariner	Common Stock	Sell	Dispose S	Yes	No	101.8	3,960	403.13 k	392,029
2 Jun 25	Kemper J Mariner	Common Stock	Sell	Dispose S	Yes	No	101.84	1,452	147.87 k	288,945
13 May 25	Uma Wilson	Common Stock	Sell	Dispose S	No	No	108.1	59	6.38 k	24,608.917
13 May 25	Uma Wilson	Common Stock	Payment of exercise	Dispose F	No	No	108.1	491	53.08 k	24,667.917
13 May 25	Uma Wilson	Common Stock	Sell	Dispose S	No	No	108.03	23	2.48 k	25,158.917
13 May 25	Uma Wilson	Common Stock	Sell	Dispose S	No	No	107.92	118	12.73 k	25,181.917
13 May 25	Uma Wilson	Common Stock	Option exercise	Acquire M	No	No	47.68	1,111	52.97 k	25,299.917
13 May 25	Uma Wilson	Stock Option Common Stock	Option exercise	Dispose M	No	No	47.68	1,111	52.97 k	0
7 Mar 25	Nikki Farentino Newton	Common Stock	Sell	Dispose S	No	No	102.515	380	38.96 k	15,559.81
7 Mar 25	Nikki Farentino Newton	Common Stock	Sell	Dispose S	No	No	102.37	620	63.47 k	15,939.81