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
$3.24 Million 0.05% of portfolio
17,801
Q2 2025 Reduced 0.08%
$0
$2.97 Million 0.04% of portfolio
4,944
Q3 2025 Added 19.83%
$0
$2.63 Million 0.04% of portfolio
20,312
Q3 2025 Reduced 6.23%
$0
$2.92 Million 0.04% of portfolio
26,392
Q3 2025 Reduced 6.16%
$0
$2.85 Million 0.04% of portfolio
26,647
Q3 2025 Added 0.4%
$0
$2.82 Million 0.04% of portfolio
28,329
Q2 2025 Reduced 7.66%
$1.44B
$2.4 Million 0.04% of portfolio
64,539
Q3 2024 Reduced 7.76%
$0
$2.73 Million 0.04% of portfolio
36,658
Q3 2025 Reduced 18.56%
$0
$2.81 Million 0.04% of portfolio
9,574
Q3 2025 Reduced 3.35%
$0
$2.93 Million 0.04% of portfolio
32,054
Q3 2025 Reduced 14.49%
$0
$2.14 Million 0.03% of portfolio
27,185
Q3 2025 Added 0.36%
$0
$1.75 Million 0.03% of portfolio
60,862
Q3 2025 Reduced 10.75%
$0
$1.94 Million 0.03% of portfolio
10,243
Q3 2025 Reduced 1.99%
$0
$1.69 Million 0.03% of portfolio
26,519
Q2 2025 Reduced 0.42%
$0
$1.96 Million 0.03% of portfolio
17,569
Q3 2025 Reduced 10.31%
$0
$1.81 Million 0.03% of portfolio
23,558
Q3 2025 Reduced 13.43%
$0
$1.76 Million 0.03% of portfolio
17,469
Q3 2025 Reduced 5.39%
$0
$1.92 Million 0.03% of portfolio
85,449
Q3 2025 Added 0.84%
$0
$1.84 Million 0.03% of portfolio
15,562
Q4 2024 Reduced 18.88%
$0
$1.42 Million 0.02% of portfolio
21,022
Q3 2025 Added 0.25%
$0
$1.32 Million 0.02% of portfolio
23,078
Q3 2025 Reduced 0.77%
$0
$1 Million 0.02% of portfolio
11,242
Q3 2025 Reduced 6.76%
$0
$1.47 Million 0.02% of portfolio
13,531
Q2 2025 Reduced 0.72%
$0
$1.24 Million 0.02% of portfolio
7,024
Q3 2025 Reduced 3.66%
$0
$1.57 Million 0.02% of portfolio
4,909
Q3 2025 Reduced 4.33%
$0
$1.06 Million 0.02% of portfolio
11,151
Q3 2025 Reduced 3.79%
$0
$1.34 Million 0.02% of portfolio
5,243
Q3 2025 Reduced 0.44%
$0
$1.47 Million 0.02% of portfolio
58,239
Q3 2025 Added 3.82%
$0
$1.22 Million 0.02% of portfolio
24,123
Q3 2025 Reduced 14.73%
$0
$1.39 Million 0.02% of portfolio
41,238
Q1 2025 Reduced 14.56%
$0
$1.52 Million 0.02% of portfolio
34,694
Q2 2025 Reduced 6.03%
$0
$1.04 Million 0.02% of portfolio
32,607
Q2 2025 Reduced 3.01%
$0
$1.56 Million 0.02% of portfolio
17,482
Q3 2025 Reduced 55.12%
$0
$1.36 Million 0.02% of portfolio
17,253
Q3 2025 Reduced 4.77%
$0
$1.13 Million 0.02% of portfolio
3,800
Q3 2025 Reduced 6.68%
$0
$1.37 Million 0.02% of portfolio
6,567
Q1 2025 Reduced 7.1%
$0
$1.12 Million 0.02% of portfolio
15,626
Q3 2025 Reduced 8.58%
$0
$1.46 Million 0.02% of portfolio
10,323
Q3 2024 Added 0.78%
$0
$1.39 Million 0.02% of portfolio
20,017
Q3 2025 Reduced 1.97%
$0
$1.08 Million 0.02% of portfolio
45,805
Q4 2024 New
$0
$1.39 Million 0.02% of portfolio
27,564
Q2 2025 Reduced 2.3%
$0
$929,000 0.01% of portfolio
12,863
Q3 2025 Reduced 2.46%
$0
$475,000 0.01% of portfolio
6,330
Q2 2025 Added 1.28%
$0
$343,000 0.01% of portfolio
4,735
Q3 2025 Reduced 4.13%
$0
$905,000 0.01% of portfolio
14,388
Q3 2025 Reduced 8.84%
$0
$572,000 0.01% of portfolio
12,000
Q2 2025 New
$0
$799,000 0.01% of portfolio
34,638
Q3 2025 Reduced 2.53%
$0
$465,000 0.01% of portfolio
10,721
Q3 2025 Added 1.41%
$0
$879,000 0.01% of portfolio
8,769
Q3 2025 Reduced 25.03%

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
Track This Portfolio

Track Umb Bank, N.A. Portfolio

Follow Umb Bank, N.A. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Umb Bank, N.A., based on Form 13F filings with the SEC.

News

Stay updated on Umb Bank, N.A. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email