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
$36.3B
$2.14 Million 0.03% of portfolio
16,494
Q2 2025 Reduced 16.81%
$0
$1.88 Million 0.03% of portfolio
84,741
Q2 2025 Reduced 1.64%
$25.6B
$1.66 Million 0.03% of portfolio
14,634
Q2 2025 Added 2.77%
$35.6B
$1.98 Million 0.03% of portfolio
34,374
Q2 2025 Reduced 25.15%
$179B
$1.95 Million 0.03% of portfolio
21,349
Q2 2025 Added 1.91%
$48.9B
$1.8 Million 0.03% of portfolio
18,227
Q2 2025 Reduced 9.06%
$63.8B
$1.58 Million 0.03% of portfolio
15,615
Q2 2025 Reduced 34.94%
$1.18B
$2.06 Million 0.03% of portfolio
64,539
Q3 2024 Reduced 7.76%
$0
$1.71 Million 0.03% of portfolio
15,562
Q4 2024 Reduced 18.88%
$14B
$1.71 Million 0.03% of portfolio
3,861
Q2 2025 Added 0.6%
$0
$1.31 Million 0.02% of portfolio
20,969
Q2 2025 Added 0.64%
$0
$1.25 Million 0.02% of portfolio
23,258
Q2 2025 Reduced 0.87%
$0
$955,000 0.02% of portfolio
12,057
Q2 2025 Reduced 7.79%
$0
$1.36 Million 0.02% of portfolio
13,531
Q2 2025 Reduced 0.72%
$0
$1.19 Million 0.02% of portfolio
54,373
Q2 2025 Added 2.84%
$233B
$1.05 Million 0.02% of portfolio
14,988
Q2 2025 Reduced 6.42%
$104B
$1.2 Million 0.02% of portfolio
40,033
Q2 2025 Reduced 3.79%
$13.9B
$952,000 0.02% of portfolio
28,441
Q2 2025 Reduced 1.16%
$55B
$945,000 0.02% of portfolio
12,922
Q2 2025 Reduced 2.59%
$19.4B
$1.41 Million 0.02% of portfolio
2,767
Q2 2025 Reduced 3.92%
$1.19B
$1.26 Million 0.02% of portfolio
22,399
Q2 2025 Reduced 25.09%
$185B
$1.34 Million 0.02% of portfolio
15,788
Q2 2025 Reduced 25.0%
$111B
$1.07 Million 0.02% of portfolio
3,323
Q2 2025 Reduced 8.03%
$27.1B
$1.2 Million 0.02% of portfolio
9,089
Q2 2025 Added 0.53%
$69.2B
$1.09 Million 0.02% of portfolio
9,134
Q2 2025 Reduced 2.57%
$16.7B
$1.56 Million 0.02% of portfolio
22,615
Q2 2025 Reduced 6.41%
$79.5B
$1.19 Million 0.02% of portfolio
9,523
Q2 2025 Added 2.57%
$0
$976,000 0.02% of portfolio
86,373
Q4 2024 New
$0
$976,000 0.02% of portfolio
15,784
Q2 2025 Reduced 13.96%
$19B
$1.55 Million 0.02% of portfolio
12,806
Q2 2025 Reduced 20.75%
$0
$1.04 Million 0.02% of portfolio
70,038
Q2 2025 Added 1.33%
$3.05B
$1.52 Million 0.02% of portfolio
48,933
Q2 2025 Added 0.36%
$89.6B
$981,000 0.02% of portfolio
43,805
Q2 2025 Reduced 0.97%
$0
$1.16 Million 0.02% of portfolio
11,696
Q2 2025 Added 0.29%
$0
$1.15 Million 0.02% of portfolio
7,291
Q2 2025 Reduced 13.71%
$0
$1.47 Million 0.02% of portfolio
5,131
Q2 2025 Reduced 16.5%
$0
$1.09 Million 0.02% of portfolio
11,590
Q2 2025 Added 3.94%
$0
$1.27 Million 0.02% of portfolio
5,266
Q2 2025 Reduced 1.61%
$0
$1.41 Million 0.02% of portfolio
56,096
Q2 2025 Added 12.05%
$0
$1.43 Million 0.02% of portfolio
28,291
Q2 2025 Reduced 18.96%
$17.3B
$1.27 Million 0.02% of portfolio
16,780
Q2 2025 Added 0.01%
$118B
$948,000 0.02% of portfolio
363
Q2 2025 Added 7.72%
$7.99B
$1.19 Million 0.02% of portfolio
11,354
Q2 2025 Reduced 1.34%
$0
$1.33 Million 0.02% of portfolio
41,238
Q1 2025 Reduced 14.56%
$0
$1.45 Million 0.02% of portfolio
34,694
Q2 2025 Reduced 6.03%
$57.8B
$1.02 Million 0.02% of portfolio
4,652
Q2 2025 Reduced 6.75%
$78.6B
$1.05 Million 0.02% of portfolio
14,148
Q2 2025 Reduced 74.04%
$0
$1.02 Million 0.02% of portfolio
54,005
Q4 2024 Reduced 13.08%
$43.8B
$1.04 Million 0.02% of portfolio
12,363
Q2 2025 Added 1.14%

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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