Umb Bank, N.A. Portfolio Holdings

Umb Bank, N.A.

  • $6.26 Billion
  • Q2 2025

Umb Bank, N.A. has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.26 Billion distributed in 2950 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $458M, Ishares Core S&P 500 ETF with a value of $411M, Microsoft Corp with a value of $250M, Apple Inc. with a value of $247M, and Nvidia Corp with a value of $218M.

Examining the 13F form we can see an decrease of $45.7M in the current position value, from $6.31B to 6.26B.

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

Portfolio value $6.26 Billion
ETFs: $1.57 Billion
Financial Services: $1.33 Billion
Technology: $1.19 Billion
Consumer Cyclical: $484 Million
Industrials: $347 Million
Healthcare: $344 Million
Communication Services: $330 Million
Consumer Defensive: $313 Million
Other: $351 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$146B
$26 Million 0.41% of portfolio
111,579
Q2 2025 Reduced 0.35%
$250B
$24.4 Million 0.39% of portfolio
173,054
Q2 2025 Reduced 3.63%
$95.8B
$22.1 Million 0.35% of portfolio
187,331
Q2 2025 Reduced 1.2%
$150B
$21.4 Million 0.34% of portfolio
71,740
Q2 2025 Reduced 3.0%
$1.24T
$21.5 Million 0.34% of portfolio
121,449
Q2 2025 Reduced 3.87%
$232B
$21.2 Million 0.34% of portfolio
77,594
Q2 2025 Reduced 18.39%
$99.2B
$20.5 Million 0.33% of portfolio
74,351
Q2 2025 Added 1.46%
$0
$20.3 Million 0.32% of portfolio
184,520
Q2 2025 Reduced 4.87%
$169B
$19.6 Million 0.31% of portfolio
36,082
Q2 2025 Reduced 1.22%
$0
$19.3 Million 0.31% of portfolio
359,466
Q2 2025 Added 9.27%
$52.5B
$19.2 Million 0.31% of portfolio
93,872
Q2 2025 Reduced 3.84%
$351B
$19 Million 0.3% of portfolio
102,528
Q2 2025 Reduced 0.91%
$124B
$18.5 Million 0.3% of portfolio
60,000
Q2 2025 Added 3.12%
$229B
$18.8 Million 0.3% of portfolio
128,528
Q2 2025 Added 0.48%
$218B
$18.4 Million 0.29% of portfolio
47,443
Q2 2025 Reduced 4.69%
$306B
$18.4 Million 0.29% of portfolio
259,703
Q2 2025 Added 145.41%
$11.2B
$18.3 Million 0.29% of portfolio
373,629
Q2 2025 Added 21.68%
$78.8B
$18.3 Million 0.29% of portfolio
67,928
Q2 2025 Added 0.56%
$0
$17.4 Million 0.28% of portfolio
51,261
Q2 2025 Added 0.66%
$367B
$17.8 Million 0.28% of portfolio
130,625
Q2 2025 Reduced 7.27%
$48.7B
$16.1 Million 0.26% of portfolio
110,809
Q2 2025 Reduced 1.15%
$29.8B
$15.4 Million 0.25% of portfolio
41,177
Q2 2025 Added 0.15%
$0
$15.8 Million 0.25% of portfolio
116,618
Q2 2025 Reduced 1.5%
$306B
$15.2 Million 0.24% of portfolio
59,128
Q2 2025 Added 535.44%
$7.62B
$15.3 Million 0.24% of portfolio
295,601
Q2 2025 Added 0.03%
$187B
$14.8 Million 0.24% of portfolio
36,615
Q2 2025 Reduced 6.2%
$22.7B
$14.3 Million 0.23% of portfolio
64,209
Q2 2025 Reduced 4.14%
$210B
$14.7 Million 0.23% of portfolio
49,788
Q2 2025 Reduced 3.54%
$53.5B
$14.4 Million 0.23% of portfolio
230,628
Q2 2025 Added 0.37%
$23.7B
$14.4 Million 0.23% of portfolio
610,223
Q2 2025 Reduced 0.49%
$0
$14.2 Million 0.23% of portfolio
80,582
Q2 2025 Reduced 0.37%
$0
$14.1 Million 0.23% of portfolio
285,924
Q2 2025 Reduced 3.99%
$7.33B
$14.1 Million 0.22% of portfolio
226,383
Q2 2025 Reduced 2.12%
$0
$14 Million 0.22% of portfolio
157,049
Q2 2025 Reduced 1.28%
$0
$13.5 Million 0.22% of portfolio
21,850
Q2 2025 Added 0.15%
$245B
$13.8 Million 0.22% of portfolio
44,179
Q2 2025 Reduced 49.28%
$95.6B
$13.5 Million 0.22% of portfolio
58,990
Q2 2025 Added 1.23%
$26.8B
$13.1 Million 0.21% of portfolio
117,815
Q2 2025 Reduced 0.06%
$83.7B
$12.4 Million 0.2% of portfolio
135,806
Q2 2025 Added 1.14%
$0
$12.2 Million 0.2% of portfolio
62,570
Q2 2025 Reduced 5.46%
$0
$12.4 Million 0.2% of portfolio
89,683
Q2 2025 Reduced 8.83%
$0
$12.7 Million 0.2% of portfolio
36,133
Q2 2025 Reduced 6.28%
$86B
$12.5 Million 0.2% of portfolio
45,859
Q2 2025 Reduced 4.64%
$0
$12.5 Million 0.2% of portfolio
28,500
Q2 2025 Reduced 2.16%
$36B
$11.9 Million 0.19% of portfolio
148,585
Q2 2025 Added 76.66%
$150B
$12.2 Million 0.19% of portfolio
109,934
Q2 2025 Reduced 0.83%
$28.5B
$11.8 Million 0.19% of portfolio
208,831
Q2 2025 Added 53,037.66%
$70.1B
$12 Million 0.19% of portfolio
76,837
Q2 2025 Reduced 0.7%
$141B
$10.9 Million 0.17% of portfolio
305,762
Q2 2025 Reduced 0.54%

Summary

  • Portfolio
  • No. of Stocks 2,950
  • Current Value $6.26 Billion
  • Prior Value $6.31 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 11, 2025
  • Form Type 13F-HR/A
  • Activity in Q2 2025
  • New Purchases 94 stocks
  • Additional Purchases 957 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 833 stocks
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