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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.24B
$511 Million 7.72% of portfolio
4,315,949
Q3 2025 Reduced 0.86%
$0
$439 Million 6.63% of portfolio
655,390
Q3 2025 Reduced 0.9%
$4.3T
$303 Million 4.58% of portfolio
1,188,367
Q3 2025 Reduced 1.46%
$3.78T
$257 Million 3.89% of portfolio
496,829
Q3 2025 Reduced 0.96%
$465B
$255 Million 3.85% of portfolio
1,366,068
Q3 2025 Reduced 1.06%
$1.65T
$171 Million 2.58% of portfolio
702,780
Q3 2025 Reduced 1.41%
$139B
$158 Million 2.39% of portfolio
479,863
Q3 2025 Reduced 0.89%
$2.39T
$145 Million 2.19% of portfolio
661,096
Q3 2025 Reduced 0.88%
$453B
$138 Million 2.09% of portfolio
183
Q3 2025 Reduced 13.68%
$881B
$132 Million 2.0% of portfolio
418,800
Q3 2025 Reduced 1.0%
$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%
$132B
$107 Million 1.61% of portfolio
431,734
Q3 2025 Added 0.04%
$0
$92.2 Million 1.39% of portfolio
474,088
Q3 2025 Reduced 5.39%
$1.37T
$91.2 Million 1.38% of portfolio
124,195
Q3 2025 Reduced 0.13%
$0
$87.5 Million 1.32% of portfolio
906,760
Q3 2025 Added 2.8%
$404B
$81.3 Million 1.23% of portfolio
87,856
Q3 2025 Reduced 1.06%
$0
$71.8 Million 1.09% of portfolio
604,592
Q3 2025 Reduced 4.39%
$662B
$69.9 Million 1.06% of portfolio
138,973
Q3 2025 Reduced 0.18%
$170B
$69.8 Million 1.06% of portfolio
483,238
Q3 2025 Reduced 0.38%
$512B
$67.3 Million 1.02% of portfolio
118,251
Q3 2025 Reduced 1.92%
$1.29T
$66.2 Million 1.0% of portfolio
148,832
Q3 2025 Reduced 1.05%
$367B
$65 Million 0.98% of portfolio
160,390
Q3 2025 Reduced 1.47%
$522B
$63.2 Million 0.96% of portfolio
340,975
Q3 2025 Added 7.29%
$279B
$62.8 Million 0.95% of portfolio
609,267
Q3 2025 Reduced 0.84%
$971B
$60.9 Million 0.92% of portfolio
79,786
Q3 2025 Reduced 9.17%
$0
$57.7 Million 0.87% of portfolio
963,180
Q3 2025 Reduced 2.74%
$303B
$55 Million 0.83% of portfolio
353,887
Q3 2025 Reduced 2.92%
$533B
$54.1 Million 0.82% of portfolio
158,458
Q3 2025 Reduced 10.76%
$593B
$49.2 Million 0.74% of portfolio
175,116
Q3 2025 Added 0.06%
$6.2B
$49.1 Million 0.74% of portfolio
455,702
Q3 2025 Reduced 0.8%
$79.6B
$46.9 Million 0.71% of portfolio
378,833
Q3 2025 Reduced 0.62%
$490B
$44.7 Million 0.68% of portfolio
396,447
Q3 2025 Reduced 2.18%
$0
$43.6 Million 0.66% of portfolio
180,298
Q3 2025 Added 0.78%
$346B
$42.5 Million 0.64% of portfolio
276,795
Q3 2025 Reduced 1.16%
$228B
$41.4 Million 0.63% of portfolio
308,895
Q3 2025 Reduced 1.23%
$49.1B
$40 Million 0.61% of portfolio
33,405
Q3 2025 Added 1.53%
$224B
$39.1 Million 0.59% of portfolio
128,795
Q3 2025 Reduced 1.64%
$140B
$38.4 Million 0.58% of portfolio
102,681
Q3 2025 Reduced 0.43%
$413B
$37.1 Million 0.56% of portfolio
719,600
Q3 2025 Reduced 1.28%
$168B
$35.9 Million 0.54% of portfolio
475,038
Q3 2025 Reduced 1.35%
$107B
$33.4 Million 0.5% of portfolio
44,016
Q3 2025 Reduced 0.48%
$89.8B
$32.1 Million 0.48% of portfolio
179,936
Q3 2025 Reduced 11.32%
$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%
$177B
$30.9 Million 0.47% of portfolio
158,824
Q3 2025 Reduced 2.55%
$1.74T
$30.4 Million 0.46% of portfolio
124,727
Q3 2025 Added 2.7%
$136B
$26.9 Million 0.41% of portfolio
113,606
Q3 2025 Reduced 0.53%
$270B
$26.4 Million 0.4% of portfolio
166,345
Q3 2025 Reduced 3.88%

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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