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Which funds own UMBF

Umb Financial Corp in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $223m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 1; at least, of 91 current
Combined value: $223m; as reported
Opened: 0; new this quarter
Added to: 0; already held
Trimmed or sold out: 2; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Neuberger Berman Group LLC Long-only · $150bn book	$223m	0.1%	1,562,240	+$31m-137,399	Trimmed

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Verition Fund Management LLC · Multi-strategy$3.9m held before

Ownership through time

At least 6 of the 95 managers whose filings are on file listed UMBF in Q2 2026, against 1 in Q2 2013. The same number as in Q1 2026: 1 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

No manager on file started a position.

Largest increases, by shares

Holocene Advisors LP46,010 to 262,423 shares+$31m
AllianceBernstein LP1,219,978 to 1,300,605 shares+$9.1m

Largest decreases, by shares

Wellington Management Group LLP2,707,124 to 1,687,247 shares-$146m
Neuberger Berman Group LLC1,699,639 to 1,562,240 shares-$20m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Wellington Management Group LLP	Q3 2023	$367m	$241m
Neuberger Berman Group LLC	Q4 2024	$223m	$223m
AllianceBernstein LP	Q2 2025	$172m	$147m
MFS Investment Management	Q1 2018	$84m	$50m
Holocene Advisors LP	Q4 2017	$37m	$37m
Freestone Grove Partners LP	Q4 2024	$76m	$7.2m
Citadel Advisors LLC	Q2 2024	$228m	last listed Q1 2025
Millennium Management LLC	Q3 2024	$89m	last listed Q4 2024
Balyasny Asset Management LLC	Q1 2017	$49m	last listed Q4 2025
AQR Capital Management LLC	Q1 2021	$45m	last listed Q4 2024
Schonfeld Strategic Advisors LLC	Q4 2020	$41m	last listed Q2 2022
Voloridge Investment Management LLC	Q4 2016	$25m	last listed Q4 2024
Two Sigma Investments LP	Q2 2024	$24m	last listed Q4 2024
Point72 Asset Management LP	Q4 2024	$20m	last listed Q4 2024
ExodusPoint Capital Management LP	Q2 2019	$19m	last listed Q2 2025
Man Group PLC	Q3 2020	$16m	last listed Q3 2022

What UMBF is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around UMBF →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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