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
$108B
$3.35 Million 0.05% of portfolio
36,533
Q2 2025 Reduced 18.43%
$86.2B
$2.57 Million 0.04% of portfolio
16,876
Q2 2025 Reduced 10.85%
$125B
$2.74 Million 0.04% of portfolio
11,528
Q2 2025 Added 0.53%
$103B
$2.47 Million 0.04% of portfolio
7,048
Q2 2025 Added 696.38%
$83.7B
$2.63 Million 0.04% of portfolio
12,373
Q2 2025 Added 246.87%
$45B
$2.64 Million 0.04% of portfolio
4,914
Q2 2025 Reduced 0.69%
$102B
$2.25 Million 0.04% of portfolio
12,286
Q2 2025 Added 4.37%
$105B
$2.55 Million 0.04% of portfolio
3,474
Q2 2025 Reduced 18.26%
$60.2B
$2.71 Million 0.04% of portfolio
10,590
Q2 2025 Reduced 5.25%
$157B
$2.8 Million 0.04% of portfolio
40,589
Q2 2025 Reduced 0.57%
$79.2B
$2.79 Million 0.04% of portfolio
14,983
Q2 2025 Added 0.59%
$55.7B
$2.32 Million 0.04% of portfolio
3,082
Q2 2025 Reduced 2.53%
$47.7B
$2.81 Million 0.04% of portfolio
9,017
Q2 2025 Added 0.39%
$103B
$1.73 Million 0.03% of portfolio
7,829
Q2 2025 Added 0.54%
$57.6B
$1.62 Million 0.03% of portfolio
3,039
Q2 2025 Reduced 3.92%
$168B
$1.78 Million 0.03% of portfolio
9,703
Q2 2025 Reduced 6.86%
$76.4B
$1.64 Million 0.03% of portfolio
18,008
Q2 2025 Added 3.35%
$70.1B
$2.01 Million 0.03% of portfolio
61,582
Q2 2025 Added 9.66%
$26.4B
$2.09 Million 0.03% of portfolio
11,421
Q2 2025 Reduced 1.25%
$69.4B
$1.69 Million 0.03% of portfolio
54,338
Q2 2025 Reduced 1.0%
$559M
$2.16 Million 0.03% of portfolio
61,796
Q1 2025 Reduced 0.05%
$61.5B
$1.93 Million 0.03% of portfolio
8,476
Q2 2025 Reduced 24.76%
$1.34B
$2.01 Million 0.03% of portfolio
87,757
Q2 2025 Reduced 15.01%
$82.4B
$1.61 Million 0.03% of portfolio
5,519
Q2 2025 Added 0.58%
$13.1B
$1.82 Million 0.03% of portfolio
10,126
Q2 2025 Added 0.04%
$44.4B
$1.6 Million 0.03% of portfolio
12,389
Q2 2025 Reduced 5.5%
$272M
$1.6 Million 0.03% of portfolio
262,580
Q2 2025 Added 12.74%
$41.3B
$1.57 Million 0.03% of portfolio
22,281
Q2 2025 Reduced 5.31%
$133B
$2.1 Million 0.03% of portfolio
17,036
Q2 2025 Added 239.97%
$51.1B
$1.64 Million 0.03% of portfolio
31,912
Q1 2024 Reduced 12.87%
$92.7B
$1.59 Million 0.03% of portfolio
22,417
Q2 2025 Reduced 78.64%
$35.9B
$2.14 Million 0.03% of portfolio
16,494
Q2 2025 Reduced 16.81%
$27.8B
$1.66 Million 0.03% of portfolio
14,634
Q2 2025 Added 2.77%
$35.2B
$1.98 Million 0.03% of portfolio
34,374
Q2 2025 Reduced 25.15%
$168B
$1.95 Million 0.03% of portfolio
21,349
Q2 2025 Added 1.91%
$47.1B
$1.8 Million 0.03% of portfolio
18,227
Q2 2025 Reduced 9.06%
$74.5B
$1.58 Million 0.03% of portfolio
15,615
Q2 2025 Reduced 34.94%
$15.7B
$1.71 Million 0.03% of portfolio
3,861
Q2 2025 Added 0.6%
$0
$1.19 Million 0.02% of portfolio
54,373
Q2 2025 Added 2.84%
$219B
$1.05 Million 0.02% of portfolio
14,988
Q2 2025 Reduced 6.42%
$50.1B
$1.04 Million 0.02% of portfolio
6,052
Q2 2025 Added 0.58%
$95.8B
$1.2 Million 0.02% of portfolio
40,033
Q2 2025 Reduced 3.79%
$15.1B
$952,000 0.02% of portfolio
28,441
Q2 2025 Reduced 1.16%
$63.5B
$945,000 0.02% of portfolio
12,922
Q2 2025 Reduced 2.59%
$19.5B
$1.41 Million 0.02% of portfolio
2,767
Q2 2025 Reduced 3.92%
$1.55B
$1.26 Million 0.02% of portfolio
22,399
Q2 2025 Reduced 25.09%
$166B
$1.34 Million 0.02% of portfolio
15,788
Q2 2025 Reduced 25.0%
$102B
$1.07 Million 0.02% of portfolio
3,323
Q2 2025 Reduced 8.03%
$25.5B
$1.2 Million 0.02% of portfolio
9,089
Q2 2025 Added 0.53%

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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