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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$215B
$18.8 Million 0.3% of portfolio
128,528
Q2 2025 Added 0.48%
$212B
$18.4 Million 0.29% of portfolio
47,443
Q2 2025 Reduced 4.69%
$300B
$18.4 Million 0.29% of portfolio
259,703
Q2 2025 Added 145.41%
$9.77B
$18.2 Million 0.29% of portfolio
888,662
Q2 2025 Added 0.09%
$11.3B
$18.3 Million 0.29% of portfolio
373,629
Q2 2025 Added 21.68%
$76.4B
$18.3 Million 0.29% of portfolio
67,928
Q2 2025 Added 0.56%
$281B
$17.8 Million 0.28% of portfolio
130,625
Q2 2025 Reduced 7.27%
$52.6B
$16.1 Million 0.26% of portfolio
110,809
Q2 2025 Reduced 1.15%
$30.4B
$15.4 Million 0.25% of portfolio
41,177
Q2 2025 Added 0.15%
$274B
$15.2 Million 0.24% of portfolio
59,128
Q2 2025 Added 535.44%
$7.37B
$15.3 Million 0.24% of portfolio
295,601
Q2 2025 Added 0.03%
$165B
$14.8 Million 0.24% of portfolio
36,615
Q2 2025 Reduced 6.2%
$22B
$14.3 Million 0.23% of portfolio
64,209
Q2 2025 Reduced 4.14%
$260B
$14.7 Million 0.23% of portfolio
49,788
Q2 2025 Reduced 3.54%
$23B
$14.4 Million 0.23% of portfolio
610,223
Q2 2025 Reduced 0.49%
$7.79B
$14.1 Million 0.22% of portfolio
226,383
Q2 2025 Reduced 2.12%
$92.7B
$13.5 Million 0.22% of portfolio
58,990
Q2 2025 Added 1.23%
$30.5B
$13.1 Million 0.21% of portfolio
117,815
Q2 2025 Reduced 0.06%
$75.2B
$12.4 Million 0.2% of portfolio
135,806
Q2 2025 Added 1.14%
$90.6B
$12.5 Million 0.2% of portfolio
45,859
Q2 2025 Reduced 4.64%
$34.4B
$11.9 Million 0.19% of portfolio
148,585
Q2 2025 Added 76.66%
$142B
$12.2 Million 0.19% of portfolio
109,934
Q2 2025 Reduced 0.83%
$27.5B
$11.8 Million 0.19% of portfolio
208,831
Q2 2025 Added 53,037.66%
$74.1B
$12 Million 0.19% of portfolio
76,837
Q2 2025 Reduced 0.7%
$157B
$10.9 Million 0.17% of portfolio
305,762
Q2 2025 Reduced 0.54%
$79.8B
$10.9 Million 0.17% of portfolio
44,068
Q2 2025 Added 2.25%
$88B
$9.72 Million 0.16% of portfolio
68,530
Q2 2025 Added 7,489.15%
$146B
$9.76 Million 0.16% of portfolio
49,392
Q2 2025 Reduced 53.62%
$24.9B
$10 Million 0.16% of portfolio
238,960
Q2 2025 Added 99.67%
$106B
$9.99 Million 0.16% of portfolio
45,678
Q2 2025 Added 17.86%
$212B
$10.2 Million 0.16% of portfolio
128,576
Q2 2025 Reduced 13.28%
$185B
$9.8 Million 0.16% of portfolio
74,192
Q2 2025 Reduced 24.43%
$113B
$9.06 Million 0.14% of portfolio
60,556
Q2 2025 Added 465.63%
$101B
$9.08 Million 0.14% of portfolio
196,124
Q2 2025 Reduced 37.43%
$154B
$8.97 Million 0.14% of portfolio
17,643
Q2 2025 Reduced 1.28%
$23.8B
$8.67 Million 0.14% of portfolio
52,244
Q2 2025 Added 11.69%
$30.7B
$8.91 Million 0.14% of portfolio
30,850
Q2 2025 Added 19,302.52%
$159B
$7.84 Million 0.13% of portfolio
28,088
Q2 2025 Reduced 8.37%
$225B
$8.26 Million 0.13% of portfolio
1,427
Q2 2025 Added 72.97%
$147B
$8.08 Million 0.13% of portfolio
75,214
Q2 2025 Added 4.36%
$284B
$8.34 Million 0.13% of portfolio
120,153
Q2 2025 Reduced 3.26%
$220B
$8.32 Million 0.13% of portfolio
67,126
Q2 2025 Added 53.72%
$84.9B
$8.44 Million 0.13% of portfolio
79,865
Q2 2025 Added 2.58%
$52.8B
$8.1 Million 0.13% of portfolio
7,791
Q2 2025 Reduced 4.49%
$131B
$8.23 Million 0.13% of portfolio
9,193
Q2 2025 Added 1.64%
$50.7B
$8.44 Million 0.13% of portfolio
28,748
Q2 2025 Added 33.39%
$205B
$8.09 Million 0.13% of portfolio
7,866
Q2 2025 Reduced 40.29%
$191B
$8.04 Million 0.13% of portfolio
86,176
Q2 2025 Added 605.78%
$25.8B
$7.24 Million 0.12% of portfolio
52,040
Q2 2025 Added 392.29%

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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