ETF Holdings Breakdown of UMBF

Stock Name	UMB Financial Corporation
Ticker	UMBF(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US9027881088
LEI	549300MGEH3N3CUCV828

News associated with UMBF

Oppenheimer Asset Management Inc. Has $4.37 Million Position in UMB Financial Corporation (NASDAQ:UMBF): Oppenheimer Asset Management Inc. boosted its position in shares of UMB Financial Corporation (NASDAQ:UMBF – Free Report) by 430.1% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 43,172 shares of the bank’s stock after buying an additional 35,028 shares during the quarter. Oppenheimer […] - 2025-06-26 08:16:56
Noteworthy ETF Outflows: IWN, SSB, UMBF, ONB: Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 2000 Value ETF (Symbol: IWN) where we have detected an approximate $92.1 million dollar outflow -- that's a 0.8% decrease week over - 2025-06-16 14:49:59
UMB Financial (NASDAQ:UMBF) Price Target Lowered to $135.00 at Piper Sandler: UMB Financial (NASDAQ:UMBF – Free Report) had its price objective reduced by Piper Sandler from $137.00 to $135.00 in a research report released on Friday morning,Benzinga reports. Piper Sandler currently has an overweight rating on the bank’s stock. A number of other analysts also recently issued reports on UMBF. Morgan Stanley lowered their price target […] - 2025-06-16 05:30:47
Vest Financial LLC Acquires Shares of 7,532 UMB Financial Co. (NASDAQ:UMBF): Vest Financial LLC acquired a new stake in UMB Financial Co. (NASDAQ:UMBF – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 7,532 shares of the bank’s stock, valued at approximately $761,000. Several other institutional investors also recently made changes to […] - 2025-06-09 08:38:55
Quantinno Capital Management LP Makes New $214,000 Investment in UMB Financial Co. (NASDAQ:UMBF): Quantinno Capital Management LP acquired a new stake in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) in the 4th quarter, according to its most recent 13F filing with the SEC. The fund acquired 1,895 shares of the bank’s stock, valued at approximately $214,000. Several other large investors have also made changes to their […] - 2025-05-28 08:08:54
D. E. Shaw & Co. Inc. Sells 60,253 Shares of UMB Financial Co. (NASDAQ:UMBF): D. E. Shaw & Co. Inc. lessened its holdings in UMB Financial Co. (NASDAQ:UMBF – Free Report) by 93.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 4,555 shares of the bank’s stock after selling 60,253 shares during the period. D. E. Shaw & Co. […] - 2025-05-26 08:12:44
Man Group plc Sells 15,732 Shares of UMB Financial Co. (NASDAQ:UMBF): Man Group plc lessened its holdings in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) by 58.3% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 11,268 shares of the bank’s stock after selling 15,732 shares during the period. Man Group plc’s holdings in UMB Financial were worth $1,272,000 as of its most […] - 2025-05-25 09:03:21
5,881 Shares in UMB Financial Co. (NASDAQ:UMBF) Bought by Nomura Holdings Inc.: Nomura Holdings Inc. bought a new position in UMB Financial Co. (NASDAQ:UMBF – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 5,881 shares of the bank’s stock, valued at approximately $664,000. A number of other hedge funds and other institutional investors […] - 2025-05-21 08:24:50
Bank of America Corp DE Sells 166,394 Shares of UMB Financial Co. (NASDAQ:UMBF): Bank of America Corp DE trimmed its holdings in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) by 27.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 429,919 shares of the bank’s stock after selling 166,394 shares during the period. Bank […] - 2025-05-15 09:10:51
IWN, UMBF, ONB, ESNT: Large Outflows Detected at ETF: Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 2000 Value ETF (Symbol: IWN) where we have detected an approximate $161.7 million dollar outflow -- that's a 1.4% decrease week over - 2025-05-13 15:43:37
Envestnet Asset Management Inc. Sells 352 Shares of UMB Financial Co. (NASDAQ:UMBF): Envestnet Asset Management Inc. lessened its stake in UMB Financial Co. (NASDAQ:UMBF – Free Report) by 0.3% in the fourth quarter, HoldingsChannel reports. The firm owned 110,045 shares of the bank’s stock after selling 352 shares during the period. Envestnet Asset Management Inc.’s holdings in UMB Financial were worth $12,420,000 as of its most recent […] - 2025-04-18 08:58:57
UMB Financial (NASDAQ:UMBF) Coverage Initiated at Bank of America: Investment analysts at Bank of America initiated coverage on shares of UMB Financial (NASDAQ:UMBF – Get Free Report) in a research note issued to investors on Wednesday, Marketbeat reports. The brokerage set a “buy” rating and a $105.00 price target on the bank’s stock. Bank of America‘s target price indicates a potential upside of 14.74% […] - 2025-04-18 08:14:52
Russell Investments Group Ltd. Decreases Holdings in UMB Financial Co. (NASDAQ:UMBF): Russell Investments Group Ltd. trimmed its holdings in UMB Financial Co. (NASDAQ:UMBF – Free Report) by 2.3% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 26,744 shares of the bank’s stock after selling 627 shares during the period. Russell Investments Group […] - 2025-04-18 07:32:51
UMB Financial (NASDAQ:UMBF) and Farmers & Merchants Bancorp (OTCMKTS:FMCB) Critical Survey: UMB Financial (NASDAQ:UMBF – Get Free Report) and Farmers & Merchants Bancorp (OTCMKTS:FMCB – Get Free Report) are both finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their dividends, profitability, earnings, institutional ownership, risk, analyst recommendations and valuation. Institutional & Insider Ownership 87.8% of […] - 2025-04-18 05:30:56
Invesco Ltd. Boosts Stock Holdings in UMB Financial Co. (NASDAQ:UMBF): Invesco Ltd. grew its stake in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) by 31.4% during the fourth quarter, Holdings Channel reports. The institutional investor owned 309,980 shares of the bank’s stock after purchasing an additional 74,038 shares during the quarter. Invesco Ltd.’s holdings in UMB Financial were worth $34,984,000 at the end […] - 2025-04-17 08:57:00
Cerity Partners LLC Reduces Position in UMB Financial Co. (NASDAQ:UMBF): Cerity Partners LLC lowered its holdings in UMB Financial Co. (NASDAQ:UMBF – Free Report) by 3.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 20,503 shares of the bank’s stock after selling 766 shares during the period. Cerity Partners LLC’s holdings in UMB Financial were […] - 2025-04-16 08:25:47
IWN, UMBF, PRMB, ONB: ETF Inflow Alert: Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 2000 Value ETF (Symbol: IWN) where we have detected an approximate $219.8 million dollar inflow -- that's a 2.2% increase week over w - 2025-04-14 14:50:54
Barclays Issues Pessimistic Forecast for UMB Financial (NASDAQ:UMBF) Stock Price: UMB Financial (NASDAQ:UMBF – Get Free Report) had its price target reduced by research analysts at Barclays from $139.00 to $125.00 in a research note issued to investors on Tuesday,Benzinga reports. The firm currently has an “overweight” rating on the bank’s stock. Barclays‘s target price points to a potential upside of 32.50% from the stock’s […] - 2025-04-10 07:13:06
UMB Financial Co. (NASDAQ:UMBF) Shares Bought by Pictet Asset Management Holding SA: Pictet Asset Management Holding SA lifted its stake in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) by 25.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,791 shares of the bank’s stock after acquiring an additional 1,369 shares during the quarter. […] - 2025-04-08 08:34:58
HighTower Advisors LLC Takes Position in UMB Financial Co. (NASDAQ:UMBF): HighTower Advisors LLC purchased a new position in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 1,778 shares of the bank’s stock, valued at approximately $201,000. Several other institutional investors have […] - 2025-04-04 08:55:02
KLP Kapitalforvaltning AS Makes New $1.08 Million Investment in UMB Financial Co. (NASDAQ:UMBF): KLP Kapitalforvaltning AS bought a new stake in UMB Financial Co. (NASDAQ:UMBF – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 9,500 shares of the bank’s stock, valued at approximately $1,075,000. Other hedge funds and other institutional […] - 2025-03-31 07:52:52
StockNews.com Downgrades UMB Financial (NASDAQ:UMBF) to Sell: StockNews.com downgraded shares of UMB Financial (NASDAQ:UMBF – Free Report) from a hold rating to a sell rating in a report issued on Tuesday. Several other research firms also recently issued reports on UMBF. Royal Bank of Canada reissued a “sector perform” rating and issued a $128.00 price target on shares of UMB Financial in […] - 2025-03-26 06:38:43
Envestnet Portfolio Solutions Inc. Buys 232 Shares of UMB Financial Co. (NASDAQ:UMBF): Envestnet Portfolio Solutions Inc. increased its stake in UMB Financial Co. (NASDAQ:UMBF – Free Report) by 4.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,010 shares of the bank’s stock after acquiring an additional 232 shares during the period. […] - 2025-03-25 08:00:52
15,523 Shares in UMB Financial Co. (NASDAQ:UMBF) Purchased by Proficio Capital Partners LLC: Proficio Capital Partners LLC bought a new stake in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 15,523 shares of the bank’s stock, valued at approximately $1,752,000. A number of other hedge funds and other institutional […] - 2025-03-20 07:46:54
UMB Financial Co. (NASDAQ:UMBF) Shares Sold by PNC Financial Services Group Inc.: PNC Financial Services Group Inc. trimmed its stake in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) by 5.3% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,350 shares of the bank’s stock after selling 413 shares during […] - 2025-03-18 08:11:11
Assetmark Inc. Trims Stock Holdings in UMB Financial Co. (NASDAQ:UMBF): Assetmark Inc. lowered its stake in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) by 3.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,055 shares of the bank’s stock after selling 107 shares during the period. Assetmark […] - 2025-03-13 09:26:58
Proficio Capital Partners LLC Purchases New Stake in UMB Financial Co. (NASDAQ:UMBF): Proficio Capital Partners LLC acquired a new position in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 15,523 shares of the bank’s stock, valued at approximately $1,752,000. A number of other large investors […] - 2025-03-07 09:26:52
Bank of New York Mellon Corp Sells 32,822 Shares of UMB Financial Co. (NASDAQ:UMBF): Bank of New York Mellon Corp lowered its position in shares of UMB Financial Co. (NASDAQ:UMBF – Free Report) by 6.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 451,144 shares of the bank’s stock after selling 32,822 shares during […] - 2025-03-06 10:48:09
UMB Financial Co. (NASDAQ:UMBF) Shares Purchased by Handelsbanken Fonder AB: Handelsbanken Fonder AB grew its holdings in UMB Financial Co. (NASDAQ:UMBF – Free Report) by 21.0% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,930 shares of the bank’s stock after acquiring an additional 1,900 shares during the […] - 2025-02-27 09:27:12
State of New Jersey Common Pension Fund D Sells 2,002 Shares of UMB Financial Co. (NASDAQ:UMBF): State of New Jersey Common Pension Fund D cut its stake in UMB Financial Co. (NASDAQ:UMBF – Free Report) by 10.4% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 17,320 shares of the bank’s stock after selling 2,002 shares during the period. State […] - 2025-02-25 08:34:50

UMBF institutional holdings

The following institutional investment holdings of UMBF have been identified

Date ETF ISIN/Name Num Shares Book value
2025-06-26 IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc)) 45,736 USD 4,854,419 3.3%

2025-06-26 IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc) 26,432 USD 2,805,492

2025-06-26 IE00BD3V0B10 (iShares S&P U.S. Banks UCITS ETF) 73,924 USD 7,846,293 3.3%

2025-06-26 IE000ZPUEP93 (iShares S&P U.S. Banks UCITS ETF (USD Dist)) 73,924 USD 7,846,293

2025-06-26 IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc)) 986 USD 104,654

Total = 221,002 USD 23,457,151
Book value of shares is calculated on the adjusted close price of each day (row).

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	45,736	USD 4,854,419 3.3%
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	26,432	USD 2,805,492
2025-06-26	IE00BD3V0B10 (iShares S&P U.S. Banks UCITS ETF)	73,924	USD 7,846,293 3.3%
2025-06-26	IE000ZPUEP93 (iShares S&P U.S. Banks UCITS ETF (USD Dist))	73,924	USD 7,846,293
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	986	USD 104,654
Total =	221,002	USD 23,457,151

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