Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

UMB FINANCIAL CORP

CIK 0000101382UMBFUMBFO· quarter ending 2026-06-30

Shares outstanding

75,950,030

as of 2026-07-27 · 10-Q cover page, filed 2026-07-30

Held by 13F filers

72,910,890

96.0% of shares outstanding

Holders

485

+29 vs 2026-03-31 · 84 new, 55 exited

Value

$10.4B

shares +4.4% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-07-30, as of 2026-07-27)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	UMBF · NASDAQ	75,950,030	72,910,890	96.0%	485	902788108

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	902788108	COM	485	72,910,890	75,950,030	96.0%	$10.4B	3 call / 0 put	13DG	holders →
	902788405	PUBLICnot common	3	2,794	—	—	$74K	—	NPORT	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings. 1 further CUSIPs map to this company (mostly bonds) but no 13F filer held them this quarter.

Top holders (250 of 485 · 902788108)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	10,215,651	13.45%	$1.5B	+871,184 (+9.3%)
2	UMB Bank, n.a.	4,674,963	6.16%	$667.4M	-48,610 (-1.0%)
3	VANGUARD PORTFOLIO MANAGEMENT LLC	4,213,123	5.55%	$601.5M	+76,903 (+1.9%)
4	STATE STREET CORP	4,133,285	5.44%	$591.8M	+151,684 (+3.8%)
5	VANGUARD CAPITAL MANAGEMENT LLC	3,130,338	4.12%	$446.9M	+29,045 (+0.9%)
6	DIMENSIONAL FUND ADVISORS LP	3,030,849	3.99%	$432.7M	+120,917 (+4.2%)
7	FMR LLC	2,671,666	3.52%	$381.4M	+249,231 (+10.3%)
8	GEODE CAPITAL MANAGEMENT, LLC	2,064,907	2.72%	$294.8M	+117,461 (+6.0%)
9	WELLINGTON MANAGEMENT GROUP LLP	1,687,247	2.22%	$240.9M	-1,019,877 (-37.7%)
10	NEUBERGER BERMAN GROUP LLC	1,562,240	2.06%	$223.0M	-137,399 (-8.1%)
11	ALLIANCEBERNSTEIN L.P.	1,300,605	1.71%	$146.7M	+80,627 (+6.6%)
12	EARNEST PARTNERS LLC	1,242,430	1.64%	$177.4M	-35,459 (-2.8%)
13	GOLDMAN SACHS GROUP INC	1,241,789	1.64%	$177.3M	+345,685 (+38.6%)
14	Allspring Global Investments Holdings, LLC	1,145,958	1.51%	$166.9M	-211,219 (-15.6%)
15	AMERICAN CENTURY COMPANIES INC	1,045,921	1.38%	$149.3M	-299,923 (-22.3%)
16	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	964,626	1.27%	$137.7M	-2,118 (-0.2%)
17	CITADEL ADVISORS LLC	943,290	1.24%	$134.7M	-125,292 (-11.7%)
18	MORGAN STANLEY	939,019	1.24%	$134.1M	-67,899 (-6.7%)
19	NORTHERN TRUST CORP	926,889	1.22%	$132.3M	+46,544 (+5.3%)
20	FIRST TRUST ADVISORS LP	914,990	1.20%	$130.6M	+15,590 (+1.7%)
21	BANK OF AMERICA CORP /DE/	904,683	1.19%	$129.2M	+209,407 (+30.1%)
22	VICTORY CAPITAL MANAGEMENT INC	900,418	1.19%	$128.5M	-78,634 (-8.0%)
23	Nuveen, LLC	763,660	1.01%	$109.0M	+107,626 (+16.4%)
24	NORGES BANK	705,322	0.93%	$100.7M	NEW
25	Clearbridge Investments, LLC	699,624	0.92%	$99.9M	+50,053 (+7.7%)
26	PRINCIPAL FINANCIAL GROUP INC	694,836	0.91%	$99.2M	-18,023 (-2.5%)
27	Global Alpha Capital Management Ltd.	690,325	0.91%	$98.6M	+31,343 (+4.8%)
28	GW&K Investment Management, LLC	672,465	0.89%	$96.0M	-28,722 (-4.1%)
29	PRICE T ROWE ASSOCIATES INC /MD/	583,289	0.77%	$83.3M	-24,025 (-4.0%)
30	Bank of New York Mellon Corp	549,240	0.72%	$78.4M	-3,477 (-0.6%)
31	JOHNSON INVESTMENT COUNSEL INC	500,732	0.66%	$71.5M	+17,783 (+3.7%)
32	VANGUARD FIDUCIARY TRUST CO	475,634	0.63%	$67.9M	+12,492 (+2.7%)
33	CAPTRUST FINANCIAL ADVISORS	428,347	0.56%	$61.2M	-18,046 (-4.0%)
34	Junto Capital Management LP	412,747	0.54%	$58.9M	NEW
35	NEUMEIER POMA INVESTMENT COUNSEL LLC	410,797	0.54%	$58.6M	+6,890 (+1.7%)
36	SCHRODER INVESTMENT MANAGEMENT GROUP	401,467	0.53%	$57.0M	+79,557 (+24.7%)
37	CONGRESS ASSET MANAGEMENT CO	396,647	0.52%	$56.6M	+245,296 (+162.1%)
38	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	364,287	0.48%	$52.0M	+69,407 (+23.5%)
39	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	353,035	0.46%	$50.4M	+13,333 (+3.9%)
40	EMERALD ADVISERS, LLC	345,687	0.46%	$49.4M	+78,249 (+29.3%)
41	FRANKLIN RESOURCES INC	340,610	0.45%	$48.6M	+26,465 (+8.4%)
42	SYSTEMATIC FINANCIAL MANAGEMENT LP	339,475	0.45%	$48.5M	-6,970 (-2.0%)
43	NFJ INVESTMENT GROUP, LLC	329,404	0.43%	$47.0M	+3,440 (+1.1%)
44	RAYMOND JAMES FINANCIAL INC	324,438	0.43%	$46.3M	+39,128 (+13.7%)
45	JPMORGAN CHASE & CO	306,503	0.40%	$44.0M	-4,380 (-1.4%)
46	AQR CAPITAL MANAGEMENT LLC	295,887	0.39%	$41.8M	+103,226 (+53.6%)
47	Azora Capital LP	274,871	0.36%	$39.2M	NEW
48	T. Rowe Price Investment Management, Inc.	274,275	0.36%	$39.2M	-2,779 (-1.0%)
49	Holocene Advisors, LP	262,423	0.35%	$37.5M	+216,413 (+470.4%)
50	FEDERATED HERMES, INC.	255,948	0.34%	$36.5M	+85,274 (+50.0%)
51	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	254,210	0.33%	$36.3M	NEW
52	Fisher Asset Management, LLC	243,154	0.32%	$34.7M	+716 (+0.3%)
53	Jupiter Topco LLC	238,162	0.31%	$34.0M	NEW
54	EMERALD MUTUAL FUND ADVISERS TRUST	235,696	0.31%	$33.6M	+77,079 (+48.6%)
55	RHUMBLINE ADVISERS	234,405	0.31%	$33.5M	+6,623 (+2.9%)
56	SEI INVESTMENTS CO	226,487	0.30%	$32.3M	+35,784 (+18.8%)
57	ProShare Advisors LLC	225,860	0.30%	$32.2M	+10,425 (+4.8%)
58	UBS Group AG	208,492	0.27%	$29.8M	-84,335 (-28.8%)
59	Stieven Capital Advisors, L.P.	204,065	0.27%	$29.1M	-24,724 (-10.8%)
60	Invesco Ltd.	203,034	0.27%	$29.0M	-71,302 (-26.0%)
61	Boston Trust Walden Corp	197,886	0.26%	$28.3M	-10,117 (-4.9%)
62	NEW YORK STATE COMMON RETIREMENT FUND	196,163	0.26%	$28.0M	+2,500 (+1.3%)
63	Qube Research & Technologies Ltd	185,380	0.24%	$26.5M	-81,352 (-30.5%)
64	WCM INVESTMENT MANAGEMENT, LLC	182,176	0.24%	$25.9M	+3,712 (+2.1%)
65	Aristotle Capital Boston, LLC	181,329	0.24%	$25.9M	NEW
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	179,559	0.24%	$25.6M	-7,373 (-3.9%)
67	Handelsbanken Fonder AB	176,840	0.23%	$25.2M	+121,050 (+217.0%)
68	WELLS FARGO & COMPANY/MN	171,663	0.23%	$24.5M	+33,367 (+24.1%)
69	Powszechne Towarzystwo Emerytalne Allianz Polska S.A.	170,440	0.22%	$24.3M	—
70	Swiss National Bank	145,120	0.19%	$20.7M	-5,100 (-3.4%)
71	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	144,257	0.19%	$20.6M	NEW
72	ENVESTNET ASSET MANAGEMENT INC	140,449	0.18%	$20.1M	+8,021 (+6.1%)
73	NATIXIS ADVISORS, LLC	135,442	0.18%	$19.3M	+31,219 (+30.0%)
74	California Public Employees Retirement System	132,990	0.18%	$19.0M	+169 (+0.1%)
75	Creative Planning	130,213	0.17%	$18.6M	+24,664 (+23.4%)
76	Gator Capital Management, LLC	129,450	0.17%	$18.5M	-15,930 (-11.0%)
77	FJ Capital Management LLC	127,486	0.17%	$18.2M	+83,746 (+191.5%)
78	STATE OF WISCONSIN INVESTMENT BOARD	117,726	0.16%	$16.8M	+1,350 (+1.2%)
79	Interval Partners, LP	115,855	0.15%	$16.5M	+100,809 (+670.0%)
80	STRS OHIO	115,700	0.15%	$16.5M	+19,700 (+20.5%)
81	KENNEDY CAPITAL MANAGEMENT LLC	111,071	0.15%	$15.9M	+61,926 (+126.0%)
82	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	105,762	0.14%	$15.1M	-27,788 (-20.8%)
83	Ceredex Value Advisors LLC	98,850	0.13%	$14.1M	-32,725 (-24.9%)
84	Legal & General Group Plc	95,737	0.13%	$13.7M	-1,507 (-1.5%)
85	DEUTSCHE BANK AG\	92,967	0.12%	$13.3M	+12,364 (+15.3%)
86	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	91,750	0.12%	$13.1M	-5,519 (-5.7%)
87	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	83,738	0.11%	$12.0M	-3,440 (-3.9%)
88	OSAIC HOLDINGS, INC.	79,883	0.11%	$11.4M	+31,702 (+65.8%)
89	THIRD AVENUE MANAGEMENT LLC	78,245	0.10%	$11.2M	—
90	BESSEMER GROUP INC	77,982	0.10%	$11.1M	-203,256 (-72.3%)
91	MetLife Investment Management, LLC	76,171	0.10%	$10.9M	+2,768 (+3.8%)
92	MILLENNIUM MANAGEMENT LLC	75,840	0.10%	$10.8M	-83,985 (-52.5%)
93	AMERIPRISE FINANCIAL INC	73,956	0.10%	$10.6M	+1,041 (+1.4%)
94	Retirement Systems of Alabama	73,867	0.10%	$10.5M	-13,669 (-15.6%)
95	SummitTX Capital, L.P.	73,008	0.10%	$10.4M	NEW
96	FIL Ltd	72,575	0.10%	$10.4M	-3,602 (-4.7%)
97	VANGUARD ASSET MANAGEMENT, Ltd	70,272	0.09%	$10.0M	-122 (-0.2%)
98	MANUFACTURERS LIFE INSURANCE COMPANY, THE	68,730	0.09%	$9.8M	-613 (-0.9%)
99	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	67,360	0.09%	$9.6M	+9,202 (+15.8%)
100	CITIGROUP INC	66,934	0.09%	$9.6M	+19,049 (+39.8%)
101	Russell Investments Group, Ltd.	63,414	0.08%	$9.1M	+29,489 (+86.9%)
102	Thrivent Financial for Lutherans	62,126	0.08%	$8.9M	-2,469 (-3.8%)
103	Vest Financial, LLC	60,863	0.08%	$8.7M	-391 (-0.6%)
104	NICOLET BANKSHARES INC	55,956	0.07%	$8.0M	—
105	TWO SIGMA INVESTMENTS, LP	54,433	0.07%	$7.8M	-7,402 (-12.0%)
106	Karl Kapital LLC	52,019	0.07%	$7.4M	-10,295 (-16.5%)
107	Swedbank AB	52,000	0.07%	$7.4M	NEW
108	BROWN ADVISORY INC	51,855	0.07%	$7.4M	-1,218 (-2.3%)
109	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	51,563	0.07%	$7.4M	+50,174 (+3612.2%)
110	Hillsdale Investment Management Inc.	51,060	0.07%	$7.3M	+48,800 (+2159.3%)
111	BARCLAYS PLC	50,872	0.07%	$7.3M	-29,760 (-36.9%)
112	Freestone Grove Partners LP	50,160	0.07%	$7.2M	—
113	GHP Investment Advisors, Inc.	49,629	0.07%	$7.1M	+889 (+1.8%)
114	JONES FINANCIAL COMPANIES LLLP	49,055	0.06%	$7.1M	+7,090 (+16.9%)
115	Horizon Investments, LLC	48,200	0.06%	$6.9M	+18,137 (+60.3%)
116	PALISADE CAPITAL MANAGEMENT, LP	47,614	0.06%	$6.8M	NEW
117	Midwest Trust Co	47,081	0.06%	$6.7M	-1,335 (-2.8%)
118	LPL Financial LLC	46,368	0.06%	$6.6M	+10,534 (+29.4%)
119	Channing Capital Management, LLC	44,027	0.06%	$6.3M	NEW
120	B. Metzler seel. Sohn & Co. AG	43,882	0.06%	$6.3M	+5,621 (+14.7%)
121	OPPENHEIMER ASSET MANAGEMENT INC.	43,693	0.06%	$6.2M	-398 (-0.9%)
122	Petiole USA ltd	42,622	0.06%	$6.1M	—
123	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	42,525	0.06%	$6.1M	+1,382 (+3.4%)
124	CANADA LIFE ASSURANCE Co	41,276	0.05%	$5.9M	-7 (-0.0%)
125	Federation des caisses Desjardins du Quebec	38,470	0.05%	$5.5M	+4,251 (+12.4%)
126	PRUDENTIAL PLC	38,139	0.05%	$5.4M	+728 (+1.9%)
127	Vanguard Global Advisers, LLC	36,583	0.05%	$5.2M	-1,138 (-3.0%)
128	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	35,355	0.05%	$5.0M	NEW
129	BRANT POINT INVESTMENT MANAGEMENT LLC	35,235	0.05%	$5.0M	-8,159 (-18.8%)
130	MALTESE CAPITAL MANAGEMENT LLC	35,000	0.05%	$5.0M	-3,886 (-10.0%)
131	TUDOR INVESTMENT CORP ET AL	34,513	0.05%	$4.9M	+9,584 (+38.4%)
132	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	33,884	0.04%	$4.8M	-217 (-0.6%)
133	WEDGE CAPITAL MANAGEMENT L L P/NC	33,579	0.04%	$4.8M	-3,483 (-9.4%)
134	Mariner, LLC	33,566	0.04%	$4.8M	-1,566 (-4.5%)
135	Phocas Financial Corp.	32,273	0.04%	$4.6M	-1,679 (-4.9%)
136	Quantinno Capital Management LP	32,155	0.04%	$4.6M	+3,755 (+13.2%)
137	Universal- Beteiligungs- und Servicegesellschaft mbH	31,758	0.04%	$4.5M	+450 (+1.4%)
138	STIFEL FINANCIAL CORP	30,947	0.04%	$4.4M	+9,921 (+47.2%)
139	AMALGAMATED BANK	30,389	0.04%	$4.3M	-521 (-1.7%)
140	COMMERCE BANK	29,401	0.04%	$4.2M	-21 (-0.1%)
141	Focus Partners Advisor Solutions, LLC	29,237	0.04%	$4.2M	+1,155 (+4.1%)
142	ROYAL BANK OF CANADA	28,375	0.04%	$4.1M	+9,784 (+52.6%)
143	Zurcher Kantonalbank (Zurich Cantonalbank)	28,168	0.04%	$4.0M	—
144	State of Tennessee, Department of Treasury	27,749	0.04%	$4.0M	-499 (-1.8%)
145	Friday Financial	27,445	0.04%	$4.0M	+1,533 (+5.9%)
146	Rafferty Asset Management, LLC	26,883	0.04%	$3.8M	-15,042 (-35.9%)
147	ZACKS INVESTMENT MANAGEMENT	26,350	0.03%	$3.8M	NEW
148	FIFTH THIRD BANCORP	25,163	0.03%	$3.6M	-4,844 (-16.1%)
149	BAYVIEW ASSET MANAGEMENT, LLC	25,000	0.03%	$3.6M	+4,032 (+19.2%)
150	Triveni Capital Investments LP	24,607	0.03%	$3.5M	-26,325 (-51.7%)
151	Pathstone Holdings, LLC	24,036	0.03%	$3.4M	+247 (+1.0%)
152	Moody Aldrich Partners LLC	23,298	0.03%	$3.3M	NEW
153	Cerity Partners LLC	22,506	0.03%	$3.2M	-952 (-4.1%)
154	Elizabeth Park Capital Advisors, Ltd.	22,002	0.03%	$3.1M	—
155	Police & Firemen's Retirement System of New Jersey	21,795	0.03%	$3.1M	+1,859 (+9.3%)
156	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	21,197	0.03%	$3.0M	—
157	KING LUTHER CAPITAL MANAGEMENT CORP	21,093	0.03%	$3.0M	-37,973 (-64.3%)
158	PRUDENTIAL FINANCIAL INC	21,076	0.03%	$3.0M	+6,785 (+47.5%)
159	BRIDGEWAY CAPITAL MANAGEMENT, LLC	21,005	0.03%	$3.0M	+10,000 (+90.9%)
160	Louisiana State Employees Retirement System	20,900	0.03%	$3.0M	+200 (+1.0%)
161	State of New Jersey Common Pension Fund D	20,705	0.03%	$3.0M	—
162	Cambridge Investment Research Advisors, Inc.	20,508	0.03%	$2.9M	+10,349 (+101.9%)
163	GUGGENHEIM CAPITAL LLC	20,359	0.03%	$2.9M	-1,333 (-6.1%)
164	ARIZONA STATE RETIREMENT SYSTEM	19,958	0.03%	$2.8M	-905 (-4.3%)
165	Ameritas Investment Partners, Inc.	19,861	0.03%	$2.8M	+703 (+3.7%)
166	YOUSIF CAPITAL MANAGEMENT, LLC	19,789	0.03%	$2.8M	-1,083 (-5.2%)
167	Paragon Capital Management LLC	19,272	0.03%	$2.8M	—
168	Allianz Asset Management GmbH	18,908	0.02%	$2.7M	-1,663 (-8.1%)
169	BNP PARIBAS FINANCIAL MARKETS	18,106	0.02%	$2.6M	-58,107 (-76.2%)
170	Vanguard Investments Australia, Ltd.	18,097	0.02%	$2.6M	-2,039 (-10.1%)
171	QUADRANT CAPITAL GROUP LLC	18,063	0.02%	$2.6M	+286 (+1.6%)
172	Diversified Portfolios, Inc.	17,789	0.02%	$2.5M	-94 (-0.5%)
173	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	17,098	0.02%	$2.4M	-792 (-4.4%)
174	STATE OF MICHIGAN RETIREMENT SYSTEM	16,741	0.02%	$2.4M	-400 (-2.3%)
175	KLP KAPITALFORVALTNING AS	16,695	0.02%	$2.4M	—
176	PICTON MAHONEY ASSET MANAGEMENT	16,428	0.02%	$2.3M	-3,098 (-15.9%)
177	US BANCORP \DE\	16,119	0.02%	$2.3M	+2,382 (+17.3%)
178	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	16,066	0.02%	$2.3M	+70 (+0.4%)
179	Atria Investments, Inc	16,041	0.02%	$2.3M	+685 (+4.5%)
180	New Age Alpha Advisors, LLC	15,174	0.02%	$2.2M	NEW
181	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	15,146	0.02%	$2.2M	+5,277 (+53.5%)
182	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	14,760	0.02%	$2.1M	+144 (+1.0%)
183	GREAT LAKES ADVISORS, LLC	14,426	0.02%	$2.1M	-5,785 (-28.6%)
184	DIVERSIFY WEALTH MANAGEMENT, LLC	14,149	0.02%	$2.0M	NEW
185	Diversify Advisory Services, LLC	14,149	0.02%	$2.0M	NEW
186	INTECH INVESTMENT MANAGEMENT LLC	14,078	0.02%	$2.0M	-3,516 (-20.0%)
187	VOYA INVESTMENT MANAGEMENT LLC	14,047	0.02%	$2.0M	+1,693 (+13.7%)
188	NEW MEXICO EDUCATIONAL RETIREMENT BOARD	13,900	0.02%	$2.0M	—
189	Angel Oak Capital Advisors, LLC	13,600	0.02%	$1.9M	—
190	Farther Finance Advisors, LLC	13,540	0.02%	$1.9M	-14 (-0.1%)
191	MACKENZIE FINANCIAL CORP	13,484	0.02%	$1.9M	+11,153 (+478.5%)
192	Orion Porfolio Solutions, LLC	13,307	0.02%	$1.9M	+619 (+4.9%)
193	Vestmark Advisory Solutions, Inc.	12,925	0.02%	$1.8M	NEW
194	CANADA PENSION PLAN INVESTMENT BOARD	12,700	0.02%	$1.8M	+10,100 (+388.5%)
195	Steele Capital Management, Inc.	12,375	0.02%	$1.8M	+4 (+0.0%)
196	Vanguard Personalized Indexing Management, LLC	12,182	0.02%	$1.7M	+83 (+0.7%)
197	OLD NATIONAL BANCORP /IN/	12,030	0.02%	$1.7M	-6,000 (-33.3%)
198	Pictet Asset Management Holding SA	11,672	0.02%	$1.7M	-608 (-5.0%)
199	Cetera Investment Advisers	11,649	0.02%	$1.7M	+152 (+1.3%)
200	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	11,396	0.02%	$1.6M	+1,178 (+11.5%)
201	XPONANCE LLC	10,636	0.01%	$1.5M	+358 (+3.5%)
202	Artemis Investment Management LLP	10,636	0.01%	$1.5M	NEW
203	TEACHER RETIREMENT SYSTEM OF TEXAS	10,443	0.01%	$1.5M	+3,009 (+40.5%)
204	HANCOCK WHITNEY CORP	10,212	0.01%	$1.5M	-51 (-0.5%)
205	VIRTUS ADVISERS, LLC	10,149	0.01%	$1.4M	NEW
206	Squarepoint Ops LLC	10,069	0.01%	$1.4M	-67,082 (-86.9%)
207	SJS Investment Consulting Inc.	10,063	0.01%	$1.4M	-936 (-8.5%)
208	Ensign Peak Advisors, Inc	9,969	0.01%	$1.4M	-12,115 (-54.9%)
209	Integrated Quantitative Investments LLC	9,553	0.01%	$1.4M	NEW
210	Legato Capital Management LLC	9,553	0.01%	$1.4M	NEW
211	PNC Financial Services Group, Inc.	9,272	0.01%	$1.3M	+1,036 (+12.6%)
212	ATWOOD & PALMER INC	9,166	0.01%	$1.3M	-1,563 (-14.6%)
213	CHOREO, LLC	8,799	0.01%	$1.3M	+462 (+5.5%)
214	NewEdge Advisors, LLC	8,543	0.01%	$1.2M	-1,897 (-18.2%)
215	TRUIST FINANCIAL CORP	8,420	0.01%	$1.2M	+325 (+4.0%)
216	IHT Wealth Management, LLC	8,378	0.01%	$1.2M	-1 (-0.0%)
217	NORDEA INVESTMENT MANAGEMENT AB	8,135	0.01%	$1.2M	NEW
218	Pacer Advisors, Inc.	8,028	0.01%	$1.1M	-451 (-5.3%)
219	CIBC Bancorp USA Inc.	7,680	0.01%	$1.1M	+673 (+9.6%)
220	BANK OF MONTREAL /CAN/	7,570	0.01%	$1.1M	-27 (-0.4%)
221	Sterling Capital Management LLC	7,514	0.01%	$1.1M	-1,143 (-13.2%)
222	Envestnet Portfolio Solutions, Inc.	7,464	0.01%	$1.1M	-187 (-2.4%)
223	FIRST NATIONAL BANK OF OMAHA	7,414	0.01%	$1.1M	-12,287 (-62.4%)
224	Focus Partners Wealth	7,373	0.01%	$1.1M	-414 (-5.3%)
225	GLENMEDE TRUST CO NA	7,359	0.01%	$1.1M	NEW
226	Gallagher Fiduciary Advisors, LLC	7,310	0.01%	$1.0M	-123 (-1.7%)
227	SUSQUEHANNA INTERNATIONAL GROUP, LLP	7,284	0.01%	$1.0M	-46,730 (-86.5%)
228	KAVAR CAPITAL PARTNERS GROUP, LLC	7,220	0.01%	$1.0M	-182 (-2.5%)
229	FIRST CITIZENS BANK & TRUST CO	7,122	0.01%	$1.0M	-150 (-2.1%)
230	Schonfeld Strategic Advisors LLC	7,021	0.01%	$1.0M	NEW
231	State of Alaska, Department of Revenue	6,998	0.01%	$999K	-138 (-1.9%)
232	Cambria Investment Management, L.P.	6,712	0.01%	$958K	+448 (+7.2%)
233	Composition Wealth, LLC	6,673	0.01%	$953K	NEW
234	EVERGREEN CAPITAL MANAGEMENT LLC	6,623	0.01%	$948K	+1,538 (+30.2%)
235	Gerber Kawasaki Wealth & Investment Management	6,621	0.01%	$945K	-161 (-2.4%)
236	HANTZ FINANCIAL SERVICES, INC.	6,606	0.01%	$943K	+370 (+5.9%)
237	M&T Bank Corp	6,581	0.01%	$940K	-251 (-3.7%)
238	Savant Capital, LLC	6,555	0.01%	$855K	+3,822 (+139.8%)
239	Accredited Investors Inc.	6,439	0.01%	$919K	-2,050 (-24.1%)
240	JANE STREET GROUP, LLC	6,166	0.01%	$880K	-55,381 (-90.0%)
241	Sequoia Financial Advisors, LLC	6,163	0.01%	$880K	+1,929 (+45.6%)
242	Tower Research Capital LLC (TRC)	6,064	0.01%	$866K	+2,250 (+59.0%)
243	MARTINGALE ASSET MANAGEMENT L P	5,887	0.01%	$840K	-619 (-9.5%)
244	&PARTNERS	5,799	0.01%	$828K	-101 (-1.7%)
245	Brevan Howard Capital Management LP	5,677	0.01%	$810K	-23,465 (-80.5%)
246	EP Wealth Advisors, LLC	5,570	0.01%	$795K	+252 (+4.7%)
247	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	5,538	0.01%	$801K	+1,078 (+24.2%)
248	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	5,486	0.01%	$783K	—
249	KEYBANK NATIONAL ASSOCIATION/OH	5,301	0.01%	$757K	+230 (+4.5%)
250	Fiduciary Trust Co	5,292	0.01%	$755K	-926 (-14.9%)

Exited since 2026-03-31 (55 filers; largest 25 shown)

ADAGE CAPITAL PARTNERS GP, L.L.C.	−160,691
Jain Global LLC	−69,756
Edgestream Partners, L.P.	−65,640
Campbell & CO Investment Adviser LLC	−60,770
RENAISSANCE TECHNOLOGIES LLC	−59,170
Point72 Asset Management, L.P.	−45,497
Verition Fund Management LLC	−34,391
ExodusPoint Capital Management, LP	−33,763
JANUS HENDERSON GROUP PLC	−33,001
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	−28,567
Bullseye Asset Management LLC	−25,000
D. E. Shaw & Co., Inc.	−24,554
Susquehanna Portfolio Strategies, LLC	−22,932
BOOTHBAY FUND MANAGEMENT, LLC	−20,087
Y-Intercept (Hong Kong) Ltd	−16,857
CWM, LLC	−14,434
Fourthstone LLC	−10,500
Entropy Technologies, LP	−8,962
PMC FIG Opportunities LLC	−7,302
Brooklyn Investment Group	−6,646
FOX RUN MANAGEMENT, L.L.C.	−6,409
Balyasny Asset Management L.P.	−5,120
Tributary Capital Management, LLC	−5,072
iSAM Funds (UK) Ltd	−4,862
Vestcor Inc	−3,567

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Vanguard Portfolio Management	SCHEDULE 13G	2026-04-29	2026-03-31	4,176,256	5.48%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%
J MARINER KEMPER	SCHEDULE 13D/A	2026-03-23	2025-03-14	3,660,852	4.81%
J. Mariner Kemper	SCHEDULE 13D/A	2025-02-04	2025-01-31	3,757,772	5.2%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.