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
$82.7B
$7.29 Million 0.12% of portfolio
54,671
Q2 2025 Reduced 19.97%
$118B
$7.27 Million 0.12% of portfolio
83,380
Q2 2025 Added 12.56%
$91.1B
$7.51 Million 0.12% of portfolio
21,885
Q2 2025 Reduced 2.72%
$310B
$7.28 Million 0.12% of portfolio
90,916
Q2 2025 Reduced 3.32%
$237B
$6.97 Million 0.11% of portfolio
21,841
Q2 2025 Reduced 3.28%
$120B
$6.94 Million 0.11% of portfolio
77,310
Q2 2025 Reduced 2.99%
$121B
$6.98 Million 0.11% of portfolio
15,074
Q2 2025 Added 2.07%
$12.5B
$6.97 Million 0.11% of portfolio
77,526
Q2 2025 Reduced 5.78%
$148B
$7.16 Million 0.11% of portfolio
18,102
Q2 2025 Reduced 1.19%
$223B
$6.15 Million 0.1% of portfolio
43,328
Q2 2025 Added 199.58%
$21.4B
$6.2 Million 0.1% of portfolio
40,246
Q2 2025 Added 6.58%
$62.5B
$6.47 Million 0.1% of portfolio
220,238
Q2 2025 Reduced 3.94%
$289B
$6.3 Million 0.1% of portfolio
26,422
Q2 2025 Added 6.79%
$59.8B
$6.17 Million 0.1% of portfolio
23,079
Q2 2025 Reduced 8.8%
$174B
$5.84 Million 0.09% of portfolio
15,096
Q2 2025 Reduced 36.19%
$200B
$5.33 Million 0.09% of portfolio
184,342
Q2 2025 Added 2.54%
$100B
$5.78 Million 0.09% of portfolio
62,990
Q2 2025 Reduced 1.61%
$49.2B
$4.96 Million 0.08% of portfolio
28,438
Q2 2025 Added 0.02%
$92B
$4.77 Million 0.08% of portfolio
9,509
Q2 2025 Added 7.28%
$1.19B
$4.27 Million 0.07% of portfolio
518,584
Q1 2025 New
$238B
$4.22 Million 0.07% of portfolio
5,964
Q2 2025 Reduced 2.74%
$143B
$4.39 Million 0.07% of portfolio
180,956
Q2 2025 Reduced 7.9%
$62.8B
$4.31 Million 0.07% of portfolio
36,088
Q2 2025 Reduced 3.78%
$98.2B
$4.33 Million 0.07% of portfolio
41,228
Q2 2025 Reduced 64.53%
$54.7B
$4.14 Million 0.07% of portfolio
10,958
Q2 2025 Reduced 36.68%
$79B
$4.28 Million 0.07% of portfolio
45,688
Q2 2025 Added 380,633.34%
$172B
$4.16 Million 0.07% of portfolio
7,884
Q2 2025 Reduced 1.08%
$100B
$4.62 Million 0.07% of portfolio
10,551
Q2 2025 Reduced 49.2%
$70.3B
$4.14 Million 0.07% of portfolio
91,425
Q2 2025 Reduced 6.12%
$4.84B
$4.27 Million 0.07% of portfolio
363,742
Q2 2025 Added 0.19%
$179B
$4.29 Million 0.07% of portfolio
99,136
Q2 2025 Reduced 6.43%
$64.4B
$3.54 Million 0.06% of portfolio
33,574
Q2 2025 Reduced 0.71%
$65.3B
$3.9 Million 0.06% of portfolio
13,814
Q2 2025 Reduced 3.79%
$135B
$3.99 Million 0.06% of portfolio
19,053
Q2 2025 Reduced 2.62%
$16.9B
$3.54 Million 0.06% of portfolio
63,085
Q2 2025 Added 8.09%
$89.4B
$3.96 Million 0.06% of portfolio
23,836
Q2 2025 Added 3.82%
$8.08B
$3.49 Million 0.06% of portfolio
3,303
Q2 2025 Reduced 65.89%
$15.2B
$3.49 Million 0.06% of portfolio
23,833
Q2 2025 Added 1,191,550.0%
$52.5B
$3.15 Million 0.05% of portfolio
15,659
Q2 2025 Reduced 0.42%
$53.8B
$2.88 Million 0.05% of portfolio
27,751
Q2 2025 Reduced 9.15%
$116B
$3.01 Million 0.05% of portfolio
10,381
Q2 2025 Added 0.19%
$8.09B
$3.07 Million 0.05% of portfolio
15,212
Q2 2025 Reduced 0.22%
$66.3B
$2.98 Million 0.05% of portfolio
9,294
Q2 2025 Added 0.49%
$3.84B
$3.38 Million 0.05% of portfolio
51,293
Q2 2025 Reduced 0.1%
$1.13B
$2.86 Million 0.05% of portfolio
460,037
Q2 2025 Added 13.86%
$140B
$3.42 Million 0.05% of portfolio
15,410
Q2 2025 Reduced 1.24%
$91.6B
$3.19 Million 0.05% of portfolio
47,236
Q2 2025 Added 0.21%
$34.3B
$3.11 Million 0.05% of portfolio
32,671
Q2 2025 Reduced 2.05%
$15.6B
$3.31 Million 0.05% of portfolio
24,170
Q2 2025 Reduced 2.53%

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
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