Ticker · CUSIP 902788108
Holders (tracked)
9
Combined shares
5,703,870
Combined value
$600.31M
Last close
$120.55
Quarter
2025Q4
Tracked holders · last 8 quarters
-2 vs previous quarter over the last 8.
Price is +14.5% vs the avg quarter-end implied price across tracked holders.
SEC event timeline
23 events
- AQR Capital Management trimmed2026-02-17−38,709 shares · 2025Q413F
- Two Sigma Investments added2026-02-17+31,230 shares · 2025Q413F
- Izzy Englander (Millennium Mgmt) exited2026-02-17−34,054 shares · 2025Q413F
- T. Rowe Price added2026-02-17+238,173 shares · 2025Q413F
- Wellington Management trimmed2026-02-17−508,018 shares · 2025Q413F
- Ken Griffin (Citadel Advisors) added2026-02-17+361,718 shares · 2025Q413F
- −8,442 shares · 2025Q413F
- Renaissance Technologies added2026-02-12+31,200 shares · 2025Q413F
- Norges Bank (Norway SWF) opened position2026-02-10+746,569 shares · 2025Q413F
- Ken Fisher (Fisher Asset Mgmt) trimmed2026-02-09−19,930 shares · 2025Q413F
- Mario Gabelli (GAMCO) trimmed2026-02-05−2,130 shares · 2025Q413F
- AQR Capital Management added2025-11-14+4,030 shares · 2025Q313F
- Izzy Englander (Millennium Mgmt) trimmed2025-11-14−115,650 shares · 2025Q313F
- Steve Cohen (Point72) exited2025-11-14−121,112 shares · 2025Q313F
- Two Sigma Investments trimmed2025-11-14−83,146 shares · 2025Q313F
- T. Rowe Price added2025-11-14+13,150 shares · 2025Q313F
- Wellington Management added2025-11-14+751,525 shares · 2025Q313F
- +8,442 shares · 2025Q313F
- Renaissance Technologies trimmed2025-11-13−148,000 shares · 2025Q313F
- Norges Bank (Norway SWF) exited2025-11-13−892,248 shares · 2025Q313F
- Ken Fisher (Fisher Asset Mgmt) added2025-11-12+4,420 shares · 2025Q313F
- Mario Gabelli (GAMCO) trimmed2025-11-12−2,718 shares · 2025Q313F
- Norges Bank (Norway SWF) trimmed2025-11-12−154,982 shares · 2024Q313F
Insider activity
No insider transactions in the last 30 days.
Follow-the-investor returns
If you'd copied each holder of UMBF…
Cost basis inferred from 13F share-delta history. Sorted by % return on the position they're still holding.
| Investor | First in | Cost basis | Return | Position value today |
|---|---|---|---|---|
| T. Rowe Price | 2016Q1 | $2.52 | +4676.5% | $58.6M |
| Ken Fisher (Fisher Asset Mgmt) | 2016Q1 | $69.12 | +74.4% | $32.2M |
| AQR Capital Management | 2016Q4 | $81.48 | +48.0% | $18.0M |
| Wellington Management | 2020Q3 | $89.75 | +34.3% | $312.3M |
| Renaissance Technologies | 2016Q1 | $95.95 | +25.6% | $16.8M |
| Two Sigma Investments | 2017Q1 | $97.41 | +23.8% | $8.4M |
| Norges Bank (Norway SWF) | 2016Q1 | $100.08 | +20.5% | $90.0M |
| Mario Gabelli (GAMCO) | 2025Q2 | $105.16 | +14.6% | $1.7M |
| Ken Griffin (Citadel Advisors) | 2016Q2 | $117.35 | +2.7% | $149.6M |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions1
- Norges Bank (Norway SWF)+746,569$85.9M
Added to4
- Ken Griffin (Citadel Advisors)+361,718$41.6M
- Two Sigma Investments+31,230$3.6M
- Renaissance Technologies+31,200$3.6M
- T. Rowe Price+238,173$27K
Trimmed4
- Wellington Management−508,018$58.4M
- AQR Capital Management−38,709$4.5M
- Ken Fisher (Fisher Asset Mgmt)−19,930$2.3M
- Mario Gabelli (GAMCO)−2,130$245K
Exited2
- Izzy Englander (Millennium Mgmt)−34,054$4.0M
- Ray Dalio (Bridgewater Associates)−8,442$999K
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 10 | $39.70B |
| 2022Q2 | 11 | $32.51B |
| 2022Q3 | 10 | $35.3M |
| 2022Q4 | 11 | $566.4M |
| 2023Q1 | 14 | $449.3M |
| 2023Q2 | 12 | $496.7M |
| 2023Q3 | 14 | $462.3M |
| 2023Q4 | 13 | $628.7M |
| 2024Q1 | 13 | $782.8M |
| 2024Q2 | 14 | $1.07B |
| 2024Q3 | 13 | $639.3M |
| 2024Q4 | 12 | $456.3M |
| 2025Q1 | 11 | $598.9M |
| 2025Q2 | 12 | $576.9M |
| 2025Q3 | 11 | $551.7M |
| 2025Q4 | 9 | $600.3M |
Congress members trading this stock
| Date | Member | Type | Amount range | Filing |
|---|---|---|---|---|
| 2025-04-09 | Josh Gottheimer | Sell (P) | $1K – $15K | PDF ↗ |
Who owns UMBF
9 super-investors · 2025Q4
Tracked stake
5.70M
shares
Combined value
$600M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New1Added4Trim4
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Wellington Management | 2.59M | $298M |
| 2 | Ken Griffin Citadel Advisors | 1.24M | $143M |
| 3 | Norges Bank Norway SWF | 746.6K | $86M |
| 4 | Ken Fisher Fisher Asset Mgmt | 266.8K | $31M |
| 5 | AQR Capital Management | 149.5K | $17M |
| 6 | Renaissance Technologies | 139.3K | $16M |
| 7 | Two Sigma Investments | 69.9K | $8M |
| 8 | Mario Gabelli GAMCO | 13.9K | $2M |
| 9 | T. Rowe Price | 486.1K | $56K |
Recent moves
20 transactions
- −508,018 · 2025Q4
- +361,718 · 2025Q4
- −34,054 · 2025Q4
- −38,709 · 2025Q4
- +31,230 · 2025Q4
- +238,173 · 2025Q4
- −8,442 · 2025Q4
- +31,200 · 2025Q4
- +746,569 · 2025Q4
- −19,930 · 2025Q4
- −2,130 · 2025Q4
- −121,112 · 2025Q3
- +13,150 · 2025Q3
- −115,650 · 2025Q3
- −83,146 · 2025Q3
- +751,525 · 2025Q3
- +4,030 · 2025Q3
- −892,248 · 2025Q3
- −148,000 · 2025Q3
- +8,442 · 2025Q3
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