Umb Bank, N.A. Portfolio Holdings

Umb Bank, N.A.

  • $6.61 Billion
  • Q3 2025

Umb Bank, N.A. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $6.61 Billion distributed in 2963 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $511M, Ishares Core S&P 500 ETF with a value of $439M, Apple Inc. with a value of $303M, Microsoft Corp with a value of $257M, and Nvidia Corp with a value of $255M.

Examining the 13F form we can see an increase of $351M in the current position value, from $6.26B to 6.61B.

Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.

Portfolio value $6.61 Billion
ETFs: $1.64 Billion
Financial Services: $1.36 Billion
Technology: $1.33 Billion
Consumer Cyclical: $515 Million
Communication Services: $382 Million
Industrials: $355 Million
Healthcare: $353 Million
Consumer Defensive: $306 Million
Other: $378 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$439 Million 6.63% of portfolio
655,390
Q3 2025 Reduced 0.9%
$0
$125 Million 1.89% of portfolio
1,912,478
Q3 2025 Reduced 9.57%
$0
$115 Million 1.73% of portfolio
1,312,787
Q3 2025 Added 3.35%
$0
$92.2 Million 1.39% of portfolio
474,088
Q3 2025 Reduced 5.39%
$0
$87.5 Million 1.32% of portfolio
906,760
Q3 2025 Added 2.8%
$0
$83.8 Million 1.27% of portfolio
780,248
Q3 2025 Added 3.18%
$0
$71.8 Million 1.09% of portfolio
604,592
Q3 2025 Reduced 4.39%
$0
$57.7 Million 0.87% of portfolio
963,180
Q3 2025 Reduced 2.74%
$0
$43.6 Million 0.66% of portfolio
180,298
Q3 2025 Added 0.78%
$0
$31.2 Million 0.47% of portfolio
809,165
Q3 2025 Reduced 0.06%
$0
$31.1 Million 0.47% of portfolio
296,526
Q3 2025 Added 9.35%
$0
$21.4 Million 0.32% of portfolio
177,445
Q3 2025 Reduced 3.83%
$0
$20.4 Million 0.31% of portfolio
55,846
Q3 2025 Added 8.94%
$0
$19.8 Million 0.3% of portfolio
369,773
Q3 2025 Added 2.87%
$65.3B
$18.7 Million 0.28% of portfolio
257,416
Q3 2025 Added 11.62%
$0
$16 Million 0.24% of portfolio
114,412
Q3 2025 Reduced 1.89%
$0
$14.7 Million 0.22% of portfolio
157,012
Q3 2025 Reduced 0.02%
$0
$14.6 Million 0.22% of portfolio
21,898
Q3 2025 Added 0.22%
$0
$14.8 Million 0.22% of portfolio
79,625
Q3 2025 Reduced 1.19%
$0
$13.7 Million 0.21% of portfolio
28,511
Q3 2025 Added 0.04%
$0
$12.4 Million 0.19% of portfolio
32,833
Q3 2025 Reduced 9.13%
$0
$11.7 Million 0.18% of portfolio
56,766
Q3 2025 Reduced 9.28%
$0
$10.4 Million 0.16% of portfolio
72,955
Q3 2025 Reduced 18.65%
$0
$9.72 Million 0.15% of portfolio
253,970
Q3 2025 Reduced 6.74%
$0
$9.52 Million 0.14% of portfolio
68,126
Q3 2025 Reduced 12.92%
$0
$9.26 Million 0.14% of portfolio
19,771
Q3 2025 Reduced 9.77%
$0
$7.78 Million 0.12% of portfolio
53,929
Q3 2025 Added 0.09%
$0
$7.26 Million 0.11% of portfolio
51,298
Q3 2025 Reduced 4.43%
$0
$7.25 Million 0.11% of portfolio
191,839
Q3 2025 Added 17.51%
$0
$6.89 Million 0.1% of portfolio
11,247
Q3 2025 Added 0.16%
$0
$6.4 Million 0.1% of portfolio
19,489
Q3 2025 Reduced 2.25%
$0
$5.66 Million 0.09% of portfolio
38,885
Q3 2025 Added 1.43%
$0
$6.19 Million 0.09% of portfolio
35,441
Q3 2025 Reduced 0.57%
$0
$5.86 Million 0.09% of portfolio
117,082
Q3 2025 Reduced 20.92%
$0
$6.27 Million 0.09% of portfolio
49,193
Q3 2025 Reduced 9.4%
$0
$4.62 Million 0.07% of portfolio
55,688
Q3 2025 Reduced 3.99%
$0
$4.63 Million 0.07% of portfolio
22,760
Q3 2025 Reduced 7.48%
$0
$4.49 Million 0.07% of portfolio
34,230
Q2 2025 Reduced 0.24%
$0
$3.65 Million 0.06% of portfolio
127,876
Q3 2025 Reduced 22.81%
$0
$4.2 Million 0.06% of portfolio
57,146
Q3 2025 Reduced 4.46%
$0
$3.77 Million 0.06% of portfolio
39,269
Q3 2025 Reduced 4.01%
$0
$3.69 Million 0.06% of portfolio
69,613
Q3 2025 Reduced 29.65%
$0
$3.79 Million 0.06% of portfolio
39,863
Q3 2025 Added 56.97%
$0
$3.69 Million 0.06% of portfolio
17,664
Q3 2025 Added 2.09%
$0
$3.76 Million 0.06% of portfolio
27,309
Q3 2025 Reduced 1.34%
$0
$4.14 Million 0.06% of portfolio
21,607
Q3 2025 Added 0.15%
$0
$3.26 Million 0.05% of portfolio
60,202
Q2 2025 Reduced 17.11%
$0
$3.5 Million 0.05% of portfolio
92,943
Q3 2025 Reduced 3.36%
$0
$3 Million 0.05% of portfolio
10,213
Q3 2025 Added 2.22%

Summary

  • Portfolio
  • No. of Stocks 2,963
  • Current Value $6.61 Billion
  • Prior Value $6.26 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 83 stocks
  • Additional Purchases 1,084 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 699 stocks
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