UMBF UMB Financial Corporation - Common Stock

NASDAQ · Banking · View on SEC EDGAR ↗
$149.05
Price · Aug 19, 2026
Fundamentals as of Apr 30, 2026
52W Range
$103–$153
91% of range
Analyst Rating
BUY
19 analysts
Price Target
$167
+12% upside
P/E (TTM)
16.0
ROE
9.4%
Net Profit Margin
26.5%

About UMB Financial Corporation - Common Stock Company overview from Wikipedia

UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.

Read more

UMB Financial Corporation is an American financial services company headquartered in Kansas City, Missouri. It offers comprehensive financial services, including deposit solutions like checking and savings accounts, credit services including home mortgages, auto loans, business loans and credit cards, as well as investing and wealth management. UMB serves individuals, companies and institutions across the U.S. and in Ireland.

UMB Financial is the parent company of UMB Bank, which ranks as one of America's Best Banks by Forbes and S&P Global Market Intelligence, based on eight financial measures of asset quality, capital adequacy and profitability. UMB operates banking and wealth management centers in Missouri, Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.

History

In 1919, W.T. Kemper and Associates bought shares in City Center Bank, and R. Crosby Kemper became the president of the company. In 1926, the bank built a six-story headquarters, adding a drive-up service window in 1928. In 1934, the bank was renamed City National Bank and Trust Company and moved to Kansas City's financial center. In 1959, R. Crosby Kemper Jr. (a third generation banker from the Kemper family) became president of the bank and led the installation of its first computer processing system. City National acquired several other banks over the years as banking laws changed. In 1969, it reorganized as a holding company, Missouri Bancshares, which changed its name to United Missouri Bancshares (UMB) in 1971.

In 1987, UMB acquired FCB Corp. and its three banks in Southern Illinois. In 1992, UMB expanded into Colorado with the purchase of Valley Bank and National Bank of the West in Colorado Springs. UMB acquired Denver's Columbine National Bank in 1992, and in 1994, all of UMB's Colorado banks were merged into one entity, UMB Bank Colorado. To reflect its expansion outside of Missouri, UMB changed its name to the current UMB Financial Corporation in 1994. In 1995, UMB acquired Oklahoma Bank and its holding company, First Sooner Bancshares. That same year, UMB entered the online banking market in conjunction with Visa Interactive.

In 2001, UMB purchased Sunstone Financial Group Inc. and rebranded it to UMB Fund Services, Inc. It followed in 2002 with its purchase of State Street Bank & Trust Company of Missouri. In 2001 UMB also established Scout Investment Advisors Inc.

In February 2002, the UMB acquired naming rights to St. Louis' Riverport Amphitheatre and renamed it UMB Bank Pavilion. This agreement expired in 2006, after which Verizon Wireless purchased naming rights. In 2004, Peter deSilva became the president and Mariner Kemper became chairman and CEO of UMB Financial Corporation.

In June 2015, UMB acquired Marquette Financial Companies, which expanded its operations into the U.S states of Minnesota, Texas and Arizona.

In April 2017, the firm sold Reams Asset Management and Scouts Investments to Raymond James Financial for $172.5 million.

In December 2019, UMB had 91 branches located across eight U.S. states: Missouri, Illinois, Colorado, Kansas, Oklahoma, Nebraska, Arizona and Texas.

UMB acquired Heartland Financial in 2025, bringing it into five more states, including California, Minnesota, New Mexico, Iowa and Wisconsin (which used state and regional-focused brands for their ten banking divisions, all of which have taken the new UMB Bank name), and merged banking and marketing operations in full by the end of the year, with physical signage replaced with UMB branding in mid-October.

As of January 2026, UMB has 211 domestic locations in 14 states: Arizona, California, Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Nebraska, New Mexico, Oklahoma, Texas, Utah, Wisconsin.

Lines of business

Accounts Receivable Financing

Commercial Banking and Lending

Healthcare Services: Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)

Institutional Banking and Lending

Personal Banking: Private Wealth Management and Consumer Banking

Small Business Banking

Transportation Finance

Subsidiaries

Subsidiaries of the holding company and the lead bank, UMB Bank, n.a., include mutual fund and alternative investment services groups, single-purpose companies that deal with brokerage services and insurance, and a registered investment adviser that manages the company's proprietary mutual funds and investment advisory accounts for institutional customers.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

UMBF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

Price
$149.05
Market Cap
$11.32B
P/E (TTM)
16.0
EPS (TTM)
$9.29
Revenue (TTM)
—
Div Yield
1.2%
ROE
9.4%
Debt/Equity
—
52W Range
$103 – $153

UMBF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

10-Year Performance Revenue, net income, margins and EPS trends

Revenue & Net Income —
EPS $9.29
10-point trend, +188.5%
2016-12-31 → 2025-12-31
Free Cash Flow $978M
10-point trend, +298.3%
2016-12-31 → 2025-12-31
Margins 26.5%

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric
5Y trend
UMBF
Peer Median
P/E (TTM)
5-point trend, -15.5%
16.0
12.1
P/S (TTM)
5-point trend, -17.8%
4.3
2.3
P/B
5-point trend, -30.5%
1.5
1.1
Price / FCF
5-point trend, -13.0%
11.6
—

Profitability Gross, operating and net margins; ROE, ROA, ROIC

Metric
5Y trend
UMBF
Peer Median
Net Profit Margin
5-point trend, -3.8%
26.5%
28.3%
ROA
5-point trend, +22.6%
1.1%
1.2%
ROE
5-point trend, -16.8%
9.4%
11.1%

Financial Health Debt, liquidity, solvency — balance sheet strength

Metric
5Y trend
UMBF
Peer Median

Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR

Metric
5Y trend
UMBF
Peer Median
Revenue YoY
62.8%
—
Revenue CAGR 3Y
21.8%
—
Revenue CAGR 5Y
15.5%
—
EPS YoY
5-point trend, +28.3%
3.3%
—
Net Income YoY
5-point trend, +99.0%
59.2%
—

Per Share Metrics EPS, book value per share, cash flow per share, dividend per share

Metric
5Y trend
UMBF
Peer Median
EPS (Diluted)
5-point trend, +28.3%
$9.29
—

Capital Efficiency Asset turnover, inventory turnover, receivables turnover

Metric
5Y trend
UMBF
Peer Median
Payout Ratio
5-point trend, +2.1%
19.3%
—

Dividends Yield, payout ratio, dividend history, 5Y CAGR

Dividend Yield
1.2%
Payout Ratio
19.3%
5Y Div CAGR
—
Ex-dateAmount
June 10, 2026$0.4300
March 10, 2026$0.4300
Dec. 10, 2025$0.4300
Sept. 10, 2025$0.4000
June 10, 2025$0.4000
March 10, 2025$0.4000
Dec. 10, 2024$0.4000
Sept. 10, 2024$0.3900
June 10, 2024$0.3900
March 8, 2024$0.3900
Dec. 8, 2023$0.3900
Sept. 8, 2023$0.3800
June 9, 2023$0.3800
March 9, 2023$0.3800
Dec. 9, 2022$0.3800
Sept. 9, 2022$0.3700
June 9, 2022$0.3700
March 9, 2022$0.3700
Dec. 9, 2021$0.3700
Sept. 9, 2021$0.3700

UMBF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

BUY 19 analysts
  • Strong Buy 4 21.1%
  • Buy 12 63.2%
  • Hold 3 15.8%
  • Sell 0 0.0%
  • Strong Sell 0 0.0%

12-Month Price Target

13 analysts · 2026-08-16
Median target $167.00 +12.0%
Mean target $167.31 +12.2%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

Avg Surprise
0.16%
Period EPS Actual EPS Est Surprise
June 30, 2026 $3.56 $3.19 0.37%
March 31, 2026 $3.35 $2.86 0.49%
Dec. 31, 2025 $2.74 $2.60 0.14%
Sept. 30, 2025 $2.36 $2.50 -0.14%
June 30, 2025 $2.82 $2.44 0.38%
March 31, 2025 $1.94 $2.24 -0.30%

Peer comparison (GICS sub-industry) Key metrics vs sector peers

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
UMBF $8.74B 12.4 62.8% 26.5% 9.4% —
EWBC $15.46B 11.8 12.2% 45.2% 15.5% —
PNFP $7.41B 11.8 18.3% 31.2% 9.5% —
WBS — 10.7 11.9% — — —
FHN $11.59B 12.8 7.2% 28.7% 11.1% —
SSB $9.33B 12.0 56.1% 29.8% 8.9% —
WTFC $9.36B 12.3 5.9% 310.1% 11.4% —
CFR — 12.8 8.3% 29.0% 14.8% —
ONB $8.69B 12.5 — 26.5% 8.1% —
ZION $8.64B 9.7 3.6% 135.8% 13.1% —

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

Income Statement 10
Annual Income Statement data for UMBF
Metric Trend 202520242023202220212020201920182017201620152014
Interest Expense 10-point trend, +6548.7% · · $919M $224M $46M $77M $192M $122M $58M $28M $19M $14M
Interest Income 12-point trend, +821.8% $3.35B $2.17B $1.84B $1.14B $862M $808M $863M $732M $617M $523M $431M $364M
Pretax Income 12-point trend, +426.9% $875M $541M $422M $532M $429M $339M $286M $224M $236M $199M $128M $166M
Income Tax 12-point trend, +280.0% $173M $100M $72M $100M $76M $52M $42M $27M $53M $45M $32M $45M
Net Income 12-point trend, +482.2% $702M $441M $350M $432M $353M $287M $244M $196M $247M $159M $116M $121M
EPS (Basic) 12-point trend, +247.6% $9.35 $9.05 $7.22 $8.93 $7.31 $5.95 $4.99 $3.97 $5.02 $3.25 $2.46 $2.69
EPS (Diluted) 12-point trend, +250.6% $9.29 $8.99 $7.18 $8.86 $7.24 $5.93 $4.96 $3.93 $4.96 $3.22 $2.44 $2.65
Shares (Basic) 12-point trend, +63.4% 73,259,082 48,747,814 48,503,643 48,340,922 48,271,462 48,137,791 48,779,263 49,334,937 49,223,661 48,828,313 47,126,252 44,844,578
Shares (Diluted) 12-point trend, +62.1% 73,670,643 49,056,956 48,763,820 48,747,399 48,738,292 48,343,750 49,089,877 49,770,737 49,839,290 49,277,055 47,579,334 45,445,283
EBITDA 2-point trend, +15.5% · · · · · · · · · $-2M $-3M ·
Balance Sheet 17
Annual Balance Sheet data for UMBF
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents 12-point trend, +334.9% $7.77B $8.45B $5.53B $1.56B $9.21B $3.50B $1.67B $1.67B $1.72B $1.06B $819M $1.79B
PP&E (Net) 12-point trend, +54.5% $398M $222M $242M $264M $271M $293M $300M $284M $276M $289M $281M $258M
PP&E (Gross) 12-point trend, +88.4% $1.13B $913M $894M $876M $849M $835M $804M $758M $709M $701M $659M $598M
Goodwill 12-point trend, +777.1% $1.84B $207M $207M $207M $175M $181M $181M $181M $181M $181M $228M $210M
Intangibles 12-point trend, +1006.7% $487M $64M $71M $71M $14M $21M $28M $15M $20M $27M $47M $44M
Total Assets 12-point trend, +317.7% $73.09B $50.41B $44.01B $38.51B $42.69B $33.13B $26.56B $23.35B $21.77B $20.68B $19.09B $17.50B
Short-term Debt 2-point trend, +35835.3% · · $1.80B · · · · · · · $5M ·
Total Liabilities 12-point trend, +312.4% $65.40B $46.94B $40.91B $35.85B $39.55B $30.11B $23.95B $21.12B $19.59B $18.72B $17.20B $15.86B
Long-term Debt 12-point trend, +5282.8% $474M $385M $383M $381M $272M $270M $70M $83M $79M $77M $86M $9M
Total Debt 2-point trend, +35835.3% · · $1.80B · · · · · · · $5M ·
Common Stock 12-point trend, +42.9% $79M $55M $55M $55M $55M $55M $55M $55M $55M $55M $55M $55M
Retained Earnings 12-point trend, +287.6% $3.74B $3.17B $2.81B $2.54B $2.18B $1.89B $1.67B $1.49B $1.34B $1.14B $1.03B $964M
Treasury Stock 12-point trend, -41.2% $165M $336M $343M $347M $323M $338M $278M $274M $212M $211M $212M $281M
AOCI 12-point trend, -2476.2% $-262M $-573M $-557M $-703M $126M $318M $83M $-96M $-46M $-58M $-4M $11M
Stockholders' Equity 12-point trend, +368.0% $7.69B $3.47B $3.10B $2.67B $3.15B $3.02B $2.61B $2.23B $2.18B $1.96B $1.89B $1.64B
Liabilities + Equity 12-point trend, +317.7% $73.09B $50.41B $44.01B $38.51B $42.69B $33.13B $26.56B $23.35B $21.77B $20.68B $19.09B $17.50B
Shares Outstanding 12-point trend, +66.8% 75,960,675 48,814,177 48,554,127 48,319,404 48,430,805 48,006,386 49,097,606 49,117,222 49,894,990 49,673,056 49,396,366 45,532,188
Cash Flow 19
Annual Cash Flow data for UMBF
Metric Trend 202520242023202220212020201920182017201620152014
D&A 12-point trend, +205.8% $142M $53M $59M $54M $56M $63M $56M $53M $55M $-2M $-3M $46M
Stock-based Comp 12-point trend, +290.7% $38M $23M $19M $21M $21M $15M $15M $11M $13M $12M $11M $10M
Deferred Tax 12-point trend, +823.0% $83M $-16M $-20M $-6M $-13M $-5M $-153.0K $-20M $60M $2M $-645.0K $-11M
Amort. of Intangibles 12-point trend, +667.0% $94M $8M $9M $5M $5M $7M $6M $6M $7M $9M $8M $12M
Other Non-cash 2-point trend, +36.8% · · · · · · · · · $125M $92M ·
Operating Cash Flow 12-point trend, +317.9% $1.03B $225M $473M $770M $534M $374M $340M $296M $327M $296M $212M $246M
CapEx 12-point trend, +8.5% $49M $20M $23M $52M $34M $60M $72M $58M $36M $51M $54M $45M
Investing Cash Flow 11-point trend, -322.5% $-5.62B $-3.26B $-1.27B $-3.85B $-4.24B $-4.49B $-2.99B $-1.75B $-479M $-1.50B $-1.33B ·
Debt Issued 8-point trend, +1967.7% · · · $110M · $200M $19M $4M $3M $2M $2M $5M
Net Debt Issued 9-point trend, -5426.2% $-200M · · $110M · $200M $14M $2M $1M $-10M $-8M $4M
Stock Issued $235M · · · · · · · · · · ·
Stock Repurchased 12-point trend, +207.1% $18M $8M $8M $32M $6M $64M $4M $77M $15M $16M $8M $6M
Net Stock Activity 12-point trend, +3888.8% $218M $-8M $-8M $-32M $-6M $-64M $-4M $-77M $-15M $-16M $-8M $-6M
Dividends Paid 12-point trend, +227.9% $136M $77M $74M $72M $67M $60M $59M $58M $52M $49M $46M $41M
Financing Cash Flow 11-point trend, +2507.4% $3.92B $5.96B $4.77B $-4.58B $9.42B $5.95B $2.64B $1.41B $804M $1.45B $150M ·
Net Change in Cash 12-point trend, +14.9% $-677M $2.92B $3.97B $-7.66B $5.72B $1.83B $-5M $-42M $652M $245M $-968M $-795M
Taxes Paid 9-point trend, +38.2% $63M $77M $79M $102M $93M $34M $2M $63M $46M · · ·
Free Cash Flow 12-point trend, +391.5% $978M $201M $446M $718M $500M $313M $269M $239M $290M $246M $157M $199M
Levered FCF 10-point trend, -267.8% · · $-317M $536M $463M $248M $106M $132M $245M $224M $144M $189M
Profitability 5
Annual Profitability data for UMBF
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, +86.2% 26.5% 27.1% 23.9% 29.4% 27.5% 22.2% 22.2% 19.3% 25.1% 16.4% 13.2% 14.2%
Pretax Margin 12-point trend, +69.9% 33.0% 33.2% 28.8% 36.2% 33.5% 26.2% 26.1% 22.1% 24.1% 21.3% 18.1% 19.4%
EBITDA Margin 2-point trend, +22.6% · · · · · · · · · -0.24% -0.31% ·
ROA 12-point trend, +62.9% 1.1% 0.93% 0.85% 1.1% 0.93% 0.96% 0.98% 0.87% 1.2% 0.80% 0.63% 0.70%
ROE 12-point trend, +26.8% 9.4% 12.6% 11.8% 16.6% 11.3% 9.8% 9.4% 8.8% 11.5% 8.0% 6.1% 7.4%
Liquidity & Solvency 1
Annual Liquidity & Solvency data for UMBF
Metric Trend 202520242023202220212020201920182017201620152014
Debt / Equity 2-point trend, +22230.8% · · 0.6 · · · · · · · 0.0 ·
Efficiency 1
Annual Efficiency data for UMBF
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -12.8% 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Per Share 6
Annual Per Share data for UMBF
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, +180.6% $101.28 $71.02 $63.85 $55.20 $64.95 $62.84 $53.09 $45.37 $43.72 $39.51 $38.34 $36.10
Revenue / Share 12-point trend, +92.8% $36.00 $33.21 $29.98 $30.11 $26.32 $26.71 $22.36 $20.34 $19.71 $19.71 $18.46 $18.68
Cash Flow / Share 12-point trend, +159.8% $13.94 $4.59 $9.69 $15.79 $10.96 $7.73 $6.96 $5.97 $6.55 $6.02 $4.43 $5.36
Cash / Share 12-point trend, +160.7% $102.32 $173.08 $113.86 $32.24 $190.26 $72.86 $34.00 $34.08 $34.40 $21.42 $16.58 $39.25
Dividend Paid / Share 12-point trend, +79.1% $2 $2 $2 $1 $1 $1 $1 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +250.6% $9.29 $8.99 $7.18 $8.86 $7.24 $5.93 $4.96 $3.93 $4.96 $3.22 $2.44 $2.65
Growth Rates 10
Annual Growth Rates data for UMBF
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, +9474.6% 62.8% 11.4% -0.41% 14.4% -0.67% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +416.4% 21.8% 8.3% 4.2% · · · · · · · · ·
Revenue CAGR 5Y 15.5% · · · · · · · · · · ·
EPS YoY 5-point trend, -84.9% 3.3% 25.2% -19.0% 22.4% 22.1% · · · · · · ·
EPS CAGR 3Y 3-point trend, -75.8% 1.6% 7.5% 6.6% · · · · · · · · ·
EPS CAGR 5Y 9.4% · · · · · · · · · · ·
Net Income YoY 5-point trend, +154.9% 59.2% 26.1% -18.9% 22.3% 23.2% · · · · · · ·
Net Income CAGR 3Y 3-point trend, +155.4% 17.6% 7.7% 6.9% · · · · · · · · ·
Net Income CAGR 5Y 19.6% · · · · · · · · · · ·
Dividend CAGR 5Y 17.6% · · · · · · · · · · ·
Valuation (TTM) 17
Annual Valuation (TTM) data for UMBF
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +212.5% $2.65B $1.63B $1.46B $1.47B $1.28B $1.29B $1.10B $1.01B $982M $898M $783M $849M
Net Income TTM 12-point trend, +482.2% $702M $441M $350M $432M $353M $287M $244M $196M $247M $159M $116M $121M
Market Cap 12-point trend, +237.4% $8.74B $5.51B $4.06B $4.04B $5.14B $3.31B $3.37B $2.99B $3.59B $3.83B $2.30B $2.59B
Enterprise Value 2-point trend, -77.9% · · $328M · · · · · · · $1.49B ·
P/E 12-point trend, -42.3% 12.4 12.6 11.6 9.4 14.7 11.6 13.8 15.5 14.5 24.0 19.1 21.5
P/S 12-point trend, +8.0% 3.3 3.4 2.8 2.7 4.0 2.6 3.1 3.0 3.7 4.3 2.9 3.1
P/B 12-point trend, -27.9% 1.1 1.6 1.3 1.5 1.6 1.1 1.3 1.3 1.6 2.0 1.2 1.6
P / Tangible Book 6-point trend, +38.4% 1.6 1.7 1.4 1.7 1.7 1.2 · · · · · ·
P / Cash Flow 12-point trend, -19.9% 8.5 24.5 8.6 5.2 9.6 8.9 9.9 10.1 11.0 12.9 10.9 10.6
P / FCF 12-point trend, -31.4% 8.9 27.4 9.1 5.6 10.3 10.6 12.5 12.5 12.4 15.6 14.6 13.0
EV / EBITDA · · · · · · · · · · -544.7 ·
EV / FCF 2-point trend, -92.2% · · 0.7 · · · · · · · 9.4 ·
EV / Revenue 2-point trend, -88.2% · · 0.2 · · · · · · · 1.9 ·
Dividend Yield 12-point trend, -3.1% 1.6% 1.4% 1.8% 1.8% 1.3% 1.8% 1.8% 1.9% 1.5% 1.3% 2.0% 1.6%
Earnings Yield 12-point trend, +73.4% 8.1% 8.0% 8.6% 10.6% 6.8% 8.6% 7.2% 6.5% 6.9% 4.2% 5.2% 4.7%
Payout Ratio 12-point trend, -43.7% 19.3% 17.5% 21.2% 16.7% 18.9% 21.0% 24.4% 29.8% 21.0% 30.9% 39.6% 34.3%
Annual Payout 12-point trend, +227.9% $136M $77M $74M $72M $67M $60M $59M $58M $52M $49M $46M $41M

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

Income Statement
2025-12-312024-12-312023-12-312022-12-312021-12-31
Net Income $702M$441M$350M$432M$353M
Diluted EPS $9.29$8.99$7.18$8.86$7.24
Balance Sheet
2025-12-312024-12-312023-12-312022-12-312021-12-31
Debt / Equity ——0.6——
Cash Flow
2025-12-312024-12-312023-12-312022-12-312021-12-31
Free Cash Flow $978M$201M$446M$718M$500M

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Institutional owners (13F) 508 filers · $6.5B total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
84 (+10 vs prior Q) 45 (+20 vs prior Q) 171 (+14 vs prior Q) 131 (-15 vs prior Q) +10.5M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD PORTFOLIO MANAGEMENT LLC $601,465,439 4,213,123 9.27% Shares
STATE STREET CORP $591,787,841 4,133,285 9.12% Shares
VANGUARD CAPITAL MANAGEMENT LLC $446,887,053 3,130,338 6.89% Shares
DIMENSIONAL FUND ADVISORS LP $406,448,998 2,847,080 6.26% Shares
FMR LLC $245,470,241 1,719,461 3.78% Shares
GEODE CAPITAL MANAGEMENT, LLC $243,576,870 1,705,862 3.75% Shares
WELLINGTON MANAGEMENT GROUP LLP $235,228,364 1,647,719 3.63% Shares
NEUBERGER BERMAN GROUP LLC $221,413,192 1,550,947 3.41% Shares
EARNEST PARTNERS LLC $177,369,307 1,242,430 2.73% Shares
AMERICAN CENTURY COMPANIES INC $149,315,726 1,045,921 2.30% Shares
ALLIANCEBERNSTEIN L.P. $146,695,238 1,300,605 2.26% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $137,704,868 964,590 2.12% Shares
CITADEL ADVISORS LLC $134,074,339 939,159 2.07% Shares
FIRST TRUST ADVISORS LP $130,623,973 914,990 2.01% Shares
VICTORY CAPITAL MANAGEMENT INC $128,543,673 900,418 1.98% Shares
UMB Bank, n.a. $104,810,395 734,172 1.62% Shares
NORGES BANK $100,691,769 705,322 1.55% Shares
Clearbridge Investments, LLC $99,878,389 699,624 1.54% Shares
PRINCIPAL FINANCIAL GROUP INC $98,924,972 692,946 1.52% Shares
Global Alpha Capital Management Ltd. $98,550,797 690,325 1.52% Shares
JOHNSON INVESTMENT COUNSEL INC $71,484,549 500,732 1.10% Shares
GOLDMAN SACHS GROUP INC $70,234,494 491,976 1.08% Shares
VANGUARD FIDUCIARY TRUST CO $67,901,510 475,634 1.05% Shares
CAPTRUST FINANCIAL ADVISORS $61,150,810 428,347 0.94% Shares
Junto Capital Management LP $58,923,762 412,747 0.91% Shares
NEUMEIER POMA INVESTMENT COUNSEL LLC $58,645,380 410,797 0.90% Shares
CONGRESS ASSET MANAGEMENT CO $56,625,272 396,647 0.87% Shares
VANGUARD GROUP INC $52,237,823 454,084 0.81% Shares
EMERALD ADVISERS, LLC $49,350,233 345,687 0.76% Shares
SYSTEMATIC FINANCIAL MANAGEMENT LP $46,941,772 328,816 0.72% Shares
NFJ INVESTMENT GROUP, LLC $44,205,920 309,652 0.68% Shares
Azora Capital LP $39,240,584 274,871 0.60% Shares
Holocene Advisors, LP $37,463,507 262,423 0.58% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $36,291,020 254,210 0.56% Shares
Fisher Asset Management, LLC $34,712,664 243,154 0.54% Shares
EMERALD MUTUAL FUND ADVISERS TRUST $33,647,961 235,696 0.52% Shares
RHUMBLINE ADVISERS $33,463,632 234,405 0.52% Shares
ProShare Advisors LLC $32,243,773 225,860 0.50% Shares
Stieven Capital Advisors, L.P. $29,132,319 204,065 0.45% Shares
RAYMOND JAMES FINANCIAL INC $28,797,678 201,721 0.44% Shares
NEW YORK STATE COMMON RETIREMENT FUND $28,004,230 196,163 0.43% Shares
Nuveen, LLC $27,014,047 189,227 0.42% Shares
Qube Research & Technologies Ltd $26,464,849 185,380 0.41% Shares
Aristotle Capital Boston, LLC $25,886,538 181,329 0.40% Shares
WCM INVESTMENT MANAGEMENT, LLC $25,865,348 182,176 0.40% Shares
BlackRock, Inc. $24,448,364 171,255 0.38% Shares
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. $24,332,014 170,440 0.38% Shares
BANK OF AMERICA CORP /DE/ $22,888,139 160,326 0.35% Shares
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. $20,808,269 145,757 0.32% Shares
Swiss National Bank $20,717,331 145,120 0.32% Shares
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $20,594,129 144,257 0.32% Shares
ENVESTNET ASSET MANAGEMENT INC $20,050,442 140,449 0.31% Shares
California Public Employees Retirement System $18,985,652 132,990 0.29% Shares
Gator Capital Management, LLC $18,480,282 129,450 0.28% Shares
FJ Capital Management LLC $18,199,901 127,486 0.28% Shares
STATE OF WISCONSIN INVESTMENT BOARD $16,806,564 117,726 0.26% Shares
Interval Partners, LP $16,539,460 115,855 0.25% Shares
STRS OHIO $16,517,332 115,700 0.25% Shares
Boston Trust Walden Corp $15,856,639 111,072 0.24% Shares
KENNEDY CAPITAL MANAGEMENT LLC $15,856,496 111,071 0.24% Shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $15,098,583 105,762 0.23% Shares
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC $13,098,230 91,750 0.20% Shares
THIRD AVENUE MANAGEMENT LLC $11,170,256 78,245 0.17% Shares
MetLife Investment Management, LLC $10,874,172 76,171 0.17% Shares
MILLENNIUM MANAGEMENT LLC $10,826,918 75,840 0.17% Shares
Retirement Systems of Alabama $10,545,253 73,867 0.16% Shares
SummitTX Capital, L.P. $10,422,622 73,008 0.16% Shares
AMERIPRISE FINANCIAL INC $10,075,552 70,564 0.16% Shares
VANGUARD ASSET MANAGEMENT, Ltd $10,032,031 70,272 0.15% Shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $9,832,807 87,178 0.15% Shares
MANUFACTURERS LIFE INSURANCE COMPANY, THE $9,811,895 68,730 0.15% Shares
Vest Financial, LLC $8,688,802 60,863 0.13% Shares
TWO SIGMA INVESTMENTS, LP $7,770,855 54,433 0.12% Shares
Karl Kapital LLC $7,426,232 52,019 0.11% Shares
Swedbank AB $7,423,520 52,000 0.11% Shares
BROWN ADVISORY INC $7,402,820 51,855 0.11% Shares
NICOLET BANKSHARES INC $7,360,277 51,557 0.11% Shares
Hillsdale Investment Management Inc. $7,289,326 51,060 0.11% Shares
Freestone Grove Partners LP $7,160,842 50,160 0.11% Shares
BARCLAYS PLC $6,961,119 48,761 0.11% Shares
Horizon Investments, LLC $6,881,032 48,200 0.11% Shares
PALISADE CAPITAL MANAGEMENT, LP $6,797,375 47,614 0.10% Shares
Midwest Trust Co $6,721,284 47,081 0.10% Shares
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $6,619,924 46,371 0.10% Shares
LPL Financial LLC $6,619,556 46,368 0.10% Shares
JONES FINANCIAL COMPANIES LLLP $6,523,563 45,018 0.10% Shares
OSAIC HOLDINGS, INC. $6,371,231 44,629 0.10% Shares
Channing Capital Management, LLC $6,285,295 44,027 0.10% Shares
B. Metzler seel. Sohn & Co. AG $6,264,594 43,882 0.10% Shares
Petiole USA ltd $6,084,717 42,622 0.09% Shares
Ceredex Value Advisors LLC $6,074,438 42,550 0.09% Shares
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO $6,070,869 42,525 0.09% Shares
Legal & General Group Plc $5,964,798 41,782 0.09% Shares
MidWestOne Financial Group, Inc. $5,931,117 51,557 0.09% Shares
GHP Investment Advisors, Inc. $5,497,358 48,740 0.08% Shares
PRUDENTIAL PLC $5,444,724 38,139 0.08% Shares
Vanguard Global Advisers, LLC $5,222,589 36,583 0.08% Shares
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $5,047,000 35,355 0.08% Shares
BRANT POINT INVESTMENT MANAGEMENT LLC $5,030,149 35,235 0.08% Shares
TUDOR INVESTMENT CORP ET AL $4,927,076 34,513 0.08% Shares

Company insiders 92 insiders · 53 officers · 38 directors

Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
J. Mariner Kemper Chairman and CEO Feb. 11, 2026 F 328,710 0 9 $-4,730,174
Andrew J Iseman CEO of Subsidiary March 14, 2017 F 5,442 0 0 $0
Christian N Hoffman III President & CEO of affiliate Dec. 22, 2004 A 316 0 0 $0
Crosby R Kemper III Chairman & CEO May 21, 2004 M 9,597 0 0 $0
Ram Shankar Chief Financial Officer Feb. 11, 2026 F 32,389 0 0 $0
Daniel C Stevens CFO Dec. 16, 2003 A — 0 0 $0
James D Rine President June 9, 2026 S 61,446 0 3 $-1,508,354
Phillip James Mason President, Inst. Banking Feb. 11, 2026 F 9,694 0 1 $-90,728
Nikki Farentino Newton President, Private Wealth Mgmt Feb. 11, 2026 F 13,981 0 1 $-137,917
Elizabeth Theresa Lewis President - Consumer Banking Feb. 9, 2026 F 4,714 0 0 $0
Abigail M Wendel President - Consumer Banking March 13, 2024 M 15,217 0 0 $0
Martin Dominic Karaba President, Commercial Banking Feb. 13, 2023 F 8,284 0 0 $0
Michael D Hagedorn President of Subsidiary Oct. 3, 2018 S 50,251 0 0 $0
Anthony J Fischer President UMB Fund Services Feb. 12, 2018 F 7,260 0 0 $0
Peter J Desilva President and COO June 10, 2015 M 111,091 0 0 $0
Craig L Anderson President - Commercial Banking Jan. 26, 2015 F 17,905 0 0 $0
James A Sangster President of Subsidiary Jan. 22, 2013 F 35,221 0 0 $0
Royce M Hammons President of Oklahoma Region Jan. 11, 2005 M 1,076 0 0 $0
John Zader EVP and COO of subsidiary March 12, 2014 M 13,975 0 0 $0
Uma Wilson Executive Vice President June 10, 2026 M 24,415 0 2 $-157,389
Amy Harris EVP and Chief Legal Officer Feb. 11, 2026 F 7,849 0 1 $-61,010
David Carl Odgers Chief Accounting Officer Feb. 11, 2026 F 6,648 0 0 $0
Robert Brian Beaird Chief Human Resource Officer Feb. 11, 2026 F 10,543 0 0 $0
Shannon Andresen Johnson Chief Administrative Officer Feb. 11, 2026 F 34,775 0 1 $-164,833
Thomas S Terry Chief Credit Officer Feb. 11, 2026 F 36,402 0 0 $0
Stacy H King Chief Risk Officer Dec. 31, 2025 F 8,955 0 2 $-178,315
John Pauls EVP & General Counsel Dec. 11, 2024 G 6,183 0 0 $0
James Cornelius Executive Vice President Feb. 15, 2023 S 6,468 0 0 $0
Walker J Brian Chief Accounting Officer Jan. 27, 2020 F 3,074 0 0 $0
Jennifer M Payne Sr. Vice President Nov. 1, 2019 M 9,288 0 0 $0
Dana H Abraham Executive Vice President Feb. 13, 2019 A 11,268 0 0 $0
Jay Benjamin Morris Executive Vice President Feb. 13, 2019 A 9,412 0 0 $0
Christian R Swett EVP/Chief Credit Officer Feb. 12, 2018 F 9,356 0 0 $0
Scott A Stengel EVP and General Counsel Feb. 5, 2016 A 7,264 0 0 $0
David D King EVP/Chief Risk Officer Dec. 1, 2015 M 9,646 0 0 $0
Christine L Pierson EVP of Subsidiary Jan. 26, 2015 F 9,075 0 0 $0
Daryl S Hunt EVP of Subsidiary Jan. 26, 2015 F 9,686 0 0 $0
Lawrence G Smith Executive Vice President Jan. 26, 2015 F 6,347 0 0 $0
Clyde F Wendel Vice Chairman of Subsidiary Jan. 17, 2014 F 11,216 0 0 $0
Dennis R Rilinger EVP and General Counsel Jan. 17, 2014 F 14,374 0 0 $0
Stephen M Kitts EVP of Subsidiary Jan. 22, 2013 F 4,684 0 0 $0
Douglas F Page EVP of Subsidiary Jan. 22, 2013 F 50,895 0 0 $0
Bradley J Smith EVP of Subsidiary April 19, 2011 F 8,800 0 0 $0
Peter J Genovese Vice Chairman April 19, 2010 F 24,518 0 0 $0
James C Thompson JR EVP of Subsidiary Jan. 21, 2008 F 8,992 0 0 $0
Christopher G Treece Sr VP and Controller Dec. 13, 2006 A — 0 0 $0
Joseph J Gazzoli EVP - Subsidiary April 19, 2006 A 2,561 0 0 $0
Vincent J Ciavardini Vice Chairman April 19, 2006 A 3,298 0 0 $0
Mark A Schmidtlein Vice Chairman - Subsidiary Oct. 28, 2005 M 5,063 0 0 $0
Darren D Herrmann Sr. Vice President - Treasurer Dec. 22, 2004 A — 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

Activists & 5%+ owners 6 positions

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
J MARINER KEMPER ×2 filings March 23, 2026 4.81% Amendment Capital structure SEC
J. Mariner Kemper ×2 filings April 30, 2024 — Initial filing — SEC
Robert C. Pohlad, Trustee of the Revocable Trust of Robert C. Pohlad Created U/A dated 8/9/91, as Amended, William M. Pohlad, Trustee of the Revocable Trust of William M. Pohlad Created U/A dated 4/15/02, as Amended, James O. Pohlad, Trustee of the Revocable Trust of James O. Pohlad Created U/A dated 10/10/87, as Amended ×2 filings Dec. 22, 2016 — Initial filing — SEC
IRS Identification Nos. of above persons (entities only) Thomas J. Wood III Aug. 29, 2007 — Initial filing — SEC
Undisclosed reporting person Dec. 23, 2004 — Initial filing — SEC
Undisclosed reporting person June 17, 2004 — Initial filing — SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 100 ETFs

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
NBSM · Neuberger Berman ETF Trust 1.99% 34,218 NS May 31, 2026 N-PORT
REGL · ProShares Trust 1.68% 214,143 NS May 31, 2026 N-PORT
IAT · iShares Trust 1.63% 76,107 SH Aug. 8, 2026 Daily
EPSV · Harbor ETF Trust 1.38% 544 NS April 30, 2026 N-PORT
XMVM · Invesco Exchange-Traded Fund Trust 1.21% 42,251 SH Aug. 8, 2026 Daily
DPST · Direxion Shares ETF Trust 1.05% 41,272 NS April 30, 2026 N-PORT
VAMO · Cambria ETF Trust 0.95% 6,264 NS April 30, 2026 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.89% 59,010 NS April 30, 2026 N-PORT
IWN · iShares Trust 0.63% 633,834 SH Aug. 8, 2026 Daily
VTWV · VANGUARD SCOTTSDALE FUNDS 0.62% 59,158 SH Aug. 8, 2026 Daily
PGF · Invesco Exchange-Traded Fund Trust 0.62% 156,763 Aug. 8, 2026 Daily
IVOV · VANGUARD ADMIRAL FUNDS 0.59% 61,319 SH Aug. 8, 2026 Daily
IJJ · iShares Trust 0.59% 363,886 SH Aug. 8, 2026 Daily
DFSV · Dimensional ETF Trust 0.38% 225,533 NS April 30, 2026 N-PORT
EBIT · Harbor ETF Trust 0.38% 341 NS April 30, 2026 N-PORT
MIDE · DBX ETF Trust 0.38% 96 NS May 29, 2026 N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe… 0.36% 7,091 SH Aug. 8, 2026 Daily
IWM · iShares Trust 0.34% 1,897,424 SH Aug. 8, 2026 Daily
XJH · iShares Trust 0.33% 9,664 SH Aug. 8, 2026 Daily
VTWO · VANGUARD SCOTTSDALE FUNDS 0.32% 424,997 SH Aug. 8, 2026 Daily
ISCV · iShares Trust 0.31% 15,196 SH Aug. 8, 2026 Daily
FNK · First Trust Exchange-Traded AlphaDE… 0.31% 5,382 NS April 30, 2026 N-PORT
QVMM · Invesco Exchange-Traded Fund Trust … 0.31% 9,441 SH Aug. 8, 2026 Daily
PGX · Invesco Exchange-Traded Fund Trust … 0.30% 435,333 Aug. 8, 2026 Daily
DFAT · Dimensional ETF Trust 0.29% 309,815 NS April 30, 2026 N-PORT
IJH · iShares Trust 0.29% 2,464,144 SH Aug. 8, 2026 Daily
FSCC · Federated Hermes ETF Trust 0.28% 6,004 NS May 31, 2026 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.28% 55,896 SH Aug. 8, 2026 Daily
IVOO · VANGUARD ADMIRAL FUNDS 0.28% 115,446 SH Aug. 8, 2026 Daily
RSSL · Global X Funds 0.28% 31,509 NS April 30, 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.28% 15,845 NS May 31, 2026 N-PORT
BFOR · ALPS ETF Trust 0.27% 4,483 NS May 31, 2026 N-PORT
PTMC · Pacer Funds Trust 0.26% 8,192 NS April 30, 2026 N-PORT
BKMC · BNY Mellon ETF Trust 0.25% 12,099 NS April 30, 2026 N-PORT
ITWO · ProShares Trust 0.24% 3,421 NS May 31, 2026 N-PORT
FNX · First Trust Exchange-Traded AlphaDE… 0.23% 24,142 NS April 30, 2026 N-PORT
GSSC · Goldman Sachs ETF Trust 0.22% 16,582 NS May 31, 2026 N-PORT
VBR · VANGUARD INDEX FUNDS 0.21% 995,423 SH Aug. 8, 2026 Daily
MVV · ProShares Trust 0.20% 2,468 NS May 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.20% 37,496 NS April 30, 2026 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.20% 343,491 NS May 31, 2026 N-PORT
DFAS · Dimensional ETF Trust 0.19% 216,212 NS April 30, 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.19% 17,303 SH Aug. 8, 2026 Daily
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.18% 29,071 NS April 30, 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.18% 1,182 NS April 30, 2026 N-PORT
ESML · iShares Trust 0.18% 35,168 SH Aug. 8, 2026 Daily
SCHM · SCHWAB STRATEGIC TRUST 0.17% 192,955 NS May 31, 2026 N-PORT
ISCB · iShares Trust 0.16% 3,090 SH Aug. 8, 2026 Daily
PFF · iShares Trust 0.15% 751,998 SH Aug. 8, 2026 Daily
VFVA · VANGUARD WELLINGTON FUND 0.15% 9,146 SH Aug. 8, 2026 Daily