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
$78.6B
$7.29 Million 0.12% of portfolio
54,671
Q2 2025 Reduced 19.97%
$122B
$7.27 Million 0.12% of portfolio
83,380
Q2 2025 Added 12.56%
$92.8B
$7.51 Million 0.12% of portfolio
21,885
Q2 2025 Reduced 2.72%
$302B
$7.28 Million 0.12% of portfolio
90,916
Q2 2025 Reduced 3.32%
$227B
$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%
$113B
$6.98 Million 0.11% of portfolio
15,074
Q2 2025 Added 2.07%
$11.9B
$6.97 Million 0.11% of portfolio
77,526
Q2 2025 Reduced 5.78%
$142B
$7.16 Million 0.11% of portfolio
18,102
Q2 2025 Reduced 1.19%
$282B
$6.15 Million 0.1% of portfolio
43,328
Q2 2025 Added 199.58%
$23.2B
$6.2 Million 0.1% of portfolio
40,246
Q2 2025 Added 6.58%
$59.7B
$6.47 Million 0.1% of portfolio
220,238
Q2 2025 Reduced 3.94%
$314B
$6.3 Million 0.1% of portfolio
26,422
Q2 2025 Added 6.79%
$61.9B
$6.17 Million 0.1% of portfolio
23,079
Q2 2025 Reduced 8.8%
$157B
$5.84 Million 0.09% of portfolio
15,096
Q2 2025 Reduced 36.19%
$203B
$5.33 Million 0.09% of portfolio
184,342
Q2 2025 Added 2.54%
$102B
$5.78 Million 0.09% of portfolio
62,990
Q2 2025 Reduced 1.61%
$48.7B
$4.96 Million 0.08% of portfolio
28,438
Q2 2025 Added 0.02%
$94.5B
$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
$254B
$4.22 Million 0.07% of portfolio
5,964
Q2 2025 Reduced 2.74%
$138B
$4.39 Million 0.07% of portfolio
180,956
Q2 2025 Reduced 7.9%
$57.7B
$4.31 Million 0.07% of portfolio
36,088
Q2 2025 Reduced 3.78%
$96.8B
$4.33 Million 0.07% of portfolio
41,228
Q2 2025 Reduced 64.53%
$56B
$4.14 Million 0.07% of portfolio
10,958
Q2 2025 Reduced 36.68%
$95.5B
$4.28 Million 0.07% of portfolio
45,688
Q2 2025 Added 380,633.34%
$182B
$4.16 Million 0.07% of portfolio
7,884
Q2 2025 Reduced 1.08%
$102B
$4.62 Million 0.07% of portfolio
10,551
Q2 2025 Reduced 49.2%
$68B
$4.14 Million 0.07% of portfolio
91,425
Q2 2025 Reduced 6.12%
$4.74B
$4.27 Million 0.07% of portfolio
363,742
Q2 2025 Added 0.19%
$182B
$4.29 Million 0.07% of portfolio
99,136
Q2 2025 Reduced 6.43%
$65.4B
$3.54 Million 0.06% of portfolio
33,574
Q2 2025 Reduced 0.71%
$64.2B
$3.9 Million 0.06% of portfolio
13,814
Q2 2025 Reduced 3.79%
$139B
$3.99 Million 0.06% of portfolio
19,053
Q2 2025 Reduced 2.62%
$17.1B
$3.54 Million 0.06% of portfolio
63,085
Q2 2025 Added 8.09%
$79.3B
$3.96 Million 0.06% of portfolio
23,836
Q2 2025 Added 3.82%
$6.61B
$3.49 Million 0.06% of portfolio
3,303
Q2 2025 Reduced 65.89%
$14.6B
$3.49 Million 0.06% of portfolio
23,833
Q2 2025 Added 1,191,550.0%
$55.9B
$3.15 Million 0.05% of portfolio
15,659
Q2 2025 Reduced 0.42%
$57.5B
$2.88 Million 0.05% of portfolio
27,751
Q2 2025 Reduced 9.15%
$112B
$3.01 Million 0.05% of portfolio
10,381
Q2 2025 Added 0.19%
$8.61B
$3.07 Million 0.05% of portfolio
15,212
Q2 2025 Reduced 0.22%
$61.1B
$2.98 Million 0.05% of portfolio
9,294
Q2 2025 Added 0.49%
$3.9B
$3.38 Million 0.05% of portfolio
51,293
Q2 2025 Reduced 0.1%
$1.4B
$2.86 Million 0.05% of portfolio
460,037
Q2 2025 Added 13.86%
$152B
$3.42 Million 0.05% of portfolio
15,410
Q2 2025 Reduced 1.24%
$84.1B
$3.19 Million 0.05% of portfolio
47,236
Q2 2025 Added 0.21%
$34.4B
$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
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