Public ownership evidence

UMB Financial Corp (UMBF) Ownership Disclosures

Read UMBF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

UMB Financial Corp: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-04
Trade date
2026-09-01
Reporting owners
Peterman Tamara
Code
P
Shares
394.06
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0000101382-26-000181
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read UMBF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read UMBF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
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2026-09-042026-09-01Peterman TamaraP394.06Not reported
2026-09-042026-09-01GRAVES GREG MP573.15Not reported
2026-08-192026-08-17Terry Thomas SS5,713Not reported
2026-08-192026-08-17Shankar RamS2,000Not reported
2026-08-082026-08-06Murphy Susan GS902Not reported
2026-08-082026-08-06Murphy Susan GS475Not reported
2026-08-072026-08-04KEMPER J MARINERS15,062Not reported
2026-08-072026-08-05Odgers David CarlS145Not reported
2026-08-052026-08-04Wilson UmaS4,145Not reported
2026-08-052026-08-04Newton Nikki FarentinoS1Not reported
2026-08-052026-08-04Newton Nikki FarentinoS1,999Not reported
2026-08-052026-08-04Mason Phillip JamesS800Not reported
2026-08-052026-08-03KEMPER J MARINERS4,200Not reported
2026-08-012026-07-31Beaird Robert BrianS1,600Not reported
2026-08-012026-07-31Gallagher Kevin CharlesS360Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-281,545$220,767None
Principia Wealth Advisory, LLC2026-06-302026-08-274$571None
Principia Wealth Advisory, LLC2026-03-312026-08-274$451None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-264,800$685,248None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2583,738$11,954,437None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2511,954,437$83,738,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-204,760$679,547None
Ensign Peak Advisors, Inc2026-03-312026-08-1922,084$2,490,854None
Ensign Peak Advisors, Inc2025-12-312026-08-1922,877$2,631,770None
Ensign Peak Advisors, Inc2025-09-302026-08-1922,714$2,688,202None
Corient Private Wealth LP2026-06-302026-08-181,554$222,052None
Integrated Investment Consultants, LLC2026-06-302026-08-182,821$402,726None
Integrated Investment Consultants, LLC2026-06-302026-08-183$428None
Transamerica Financial Advisors, LLC2026-06-302026-08-187$1,002None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-182,432$347,192None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-182,908$415,146None
Equitable Holdings, Inc.2026-06-302026-08-181,636$233,555None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1842,525$6,070,869None
Wellington Grp LLC2026-06-302026-08-15299$33,724None
SummitTX Capital, L.P.2026-06-302026-08-1573,008$10,422,622None
SEI INVESTMENTS CO2026-06-302026-08-15219,337$31,312,572None
SEI INVESTMENTS CO2026-06-302026-08-157,150$1,020,810None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1533,354$4,762,310None
Federation des caisses Desjardins du Quebec2026-06-302026-08-155,116$730,360None
JPL Wealth Management, LLC2026-06-302026-08-1523$3,284None
SHELTON CAPITAL MANAGEMENT2026-06-302026-08-152,311$329,918None
Rafferty Asset Management, LLC2026-06-302026-08-1526,883$3,837,817None
Basecamp Wealth Advisors LLC2026-06-302026-08-152$286None
Quarry LP2026-06-302026-08-1513$1,856None
Integrated Quantitative Investments LLC2026-06-302026-08-159,553$1,363,786None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-15274,275$39,156,000None
Prestige Wealth Management Group LLC2026-06-302026-08-154$573None
BAYVIEW ASSET MANAGEMENT, LLC2026-06-302026-08-1525,000$3,569,000None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-1536$5,139None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15964,590$137,704,868None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-1536$5,139None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15964,590$137,704,868None
Qube Research & Technologies Ltd2026-06-302026-08-15185,380$26,464,849None
OSAIC HOLDINGS, INC.2026-06-302026-08-1578$11,123None
OSAIC HOLDINGS, INC.2026-06-302026-08-15257$36,689None
OSAIC HOLDINGS, INC.2026-06-302026-08-1534,919$4,985,036None
OSAIC HOLDINGS, INC.2026-06-302026-08-1544,629$6,371,231None
Schonfeld Strategic Advisors LLC2026-06-302026-08-157,021$1,002,317None
QUADRANT CAPITAL GROUP LLC2026-06-302026-08-1518,063$2,578,674None
Squarepoint Ops LLC2026-06-302026-08-1510,069$1,437,450None
Man Group plc2026-06-302026-08-154,103$585,744None
MetLife Investment Management, LLC2026-06-302026-08-1576,171$10,874,172None
JANE STREET GROUP, LLC2026-06-302026-08-154,699$670,829None
JANE STREET GROUP, LLC2026-06-302026-08-151,467$209,429None
JANE STREET GROUP, LLC2026-06-302026-08-155,700$813,732Call

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗VIRGINIA RETIREMENT SYSTEMS ET Al ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗Ensign Peak Advisors, Inc ↗Ensign Peak Advisors, Inc ↗Ensign Peak Advisors, Inc ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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