Umb Bank, N.A. Portfolio Holdings

Umb Bank, N.A.

  • $5.92 Billion
  • Q1 2025

Umb Bank, N.A. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.92 Billion distributed in 2921 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Umb Financial Corp with a value of $441M, Ishares Core S&P 500 ETF with a value of $342M, Apple Inc. with a value of $293M, Microsoft Corp with a value of $192M, and Berkshire Hathaway Inc with a value of $169M.

Examining the 13F form we can see an decrease of $302M in the current position value, from $6.22B to 5.92B.

Below you can find more details about Umb Bank, N.A. portfolio as well as his latest detailed transactions.

Portfolio value $5.92 Billion
ETFs: $1.45 Billion
Financial Services: $1.3 Billion
Technology: $998 Million
Consumer Cyclical: $459 Million
Healthcare: $418 Million
Industrials: $315 Million
Consumer Defensive: $301 Million
Communication Services: $295 Million
Other: $382 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.3 Million 0.19% of portfolio
302,319
Q1 2025 Reduced 11.36%
$71.5B
$11.5 Million 0.19% of portfolio
48,091
Q1 2025 Reduced 6.6%
$70.9B
$10.7 Million 0.18% of portfolio
43,097
Q1 2025 Added 1.27%
$0
$10.7 Million 0.18% of portfolio
85,641
Q1 2025 Reduced 4.45%
$0
$10.7 Million 0.18% of portfolio
29,637
Q1 2025 Reduced 5.43%
$156B
$10.5 Million 0.18% of portfolio
13,174
Q1 2025 Reduced 7.0%
$0
$10.8 Million 0.18% of portfolio
29,130
Q1 2025 Reduced 3.55%
$148B
$9.55 Million 0.16% of portfolio
30,655
Q1 2025 Reduced 6.21%
$46.7B
$9.28 Million 0.16% of portfolio
119,675
Q1 2025 Added 0.14%
$109B
$9.46 Million 0.16% of portfolio
38,756
Q1 2025 Added 1,978.07%
$162B
$9.07 Million 0.15% of portfolio
23,657
Q1 2025 Added 133.63%
$0
$8.61 Million 0.15% of portfolio
173,706
Q1 2025 Reduced 37.89%
$113B
$8.37 Million 0.14% of portfolio
79,693
Q1 2025 Reduced 1.72%
$136B
$8.39 Million 0.14% of portfolio
17,872
Q1 2025 Reduced 0.85%
$50.7B
$8.06 Million 0.14% of portfolio
8,157
Q1 2025 Reduced 5.88%
$24.5B
$8 Million 0.14% of portfolio
46,777
Q1 2025 Added 225.86%
$316B
$7.58 Million 0.13% of portfolio
105,823
Q1 2025 Reduced 0.8%
$58.9B
$7.49 Million 0.13% of portfolio
68,313
Q1 2025 Reduced 43.04%
$75.8B
$7.49 Million 0.13% of portfolio
77,854
Q1 2025 Added 72.78%
$86.4B
$7.86 Million 0.13% of portfolio
22,498
Q1 2025 Reduced 0.31%
$136B
$7.27 Million 0.12% of portfolio
72,075
Q1 2025 Added 76.66%
$0
$7.13 Million 0.12% of portfolio
57,771
Q1 2025 Reduced 6.67%
$131B
$6.82 Million 0.12% of portfolio
18,320
Q1 2025 Reduced 0.66%
$77.2B
$7 Million 0.12% of portfolio
20,771
Q1 2025 Reduced 0.65%
$0
$6.88 Million 0.12% of portfolio
54,835
Q1 2025 Reduced 6.31%
$32.4B
$6.66 Million 0.11% of portfolio
84,108
Q1 2025 Added 1.76%
$60.9B
$6.54 Million 0.11% of portfolio
229,278
Q1 2025 Added 8.85%
$122B
$6.6 Million 0.11% of portfolio
14,769
Q1 2025 Reduced 9.26%
$110B
$6.66 Million 0.11% of portfolio
74,076
Q1 2025 Added 479.04%
$70.2B
$6.66 Million 0.11% of portfolio
104,946
Q1 2025 Added 284.38%
$52B
$6.45 Million 0.11% of portfolio
21,552
Q1 2025 Added 6.19%
$9.66B
$6.39 Million 0.11% of portfolio
82,279
Q1 2025 Reduced 25.39%
$326B
$6.6 Million 0.11% of portfolio
24,743
Q1 2025 Added 1,248.39%
$60B
$6.69 Million 0.11% of portfolio
25,307
Q1 2025 Reduced 77.46%
$246B
$6.75 Million 0.11% of portfolio
94,040
Q1 2025 Added 0.35%
$188B
$6.08 Million 0.1% of portfolio
22,582
Q1 2025 Added 3.31%
$22B
$5.84 Million 0.1% of portfolio
37,763
Q1 2025 Added 3,044.3%
$0
$5.9 Million 0.1% of portfolio
160,512
Q1 2025 Added 9.27%
$89.9B
$6.15 Million 0.1% of portfolio
9,045
Q1 2025 Added 637.77%
$153B
$5.7 Million 0.1% of portfolio
37,084
Q1 2025 Reduced 1.61%
$100B
$5.89 Million 0.1% of portfolio
64,018
Q1 2025 Reduced 0.51%
$4.06B
$5.63 Million 0.1% of portfolio
363,057
Q1 2025 Added 0.39%
$0
$5.91 Million 0.1% of portfolio
11,556
Q1 2025 Added 27.76%
$0
$6.01 Million 0.1% of portfolio
37,764
Q1 2025 Reduced 1.16%
$0
$6.13 Million 0.1% of portfolio
53,931
Q1 2025 Reduced 6.95%
$193B
$5.08 Million 0.09% of portfolio
179,776
Q1 2025 Added 1.85%
$0
$5.53 Million 0.09% of portfolio
105,727
Q1 2025 Reduced 6.27%
$0
$5.41 Million 0.09% of portfolio
19,792
Q1 2025 Reduced 1.64%
$0
$4.84 Million 0.08% of portfolio
193,092
Q1 2025 Reduced 6.67%

Summary

  • Portfolio
  • No. of Stocks 2,921
  • Current Value $5.92 Billion
  • Prior Value $6.22 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 134 stocks
  • Additional Purchases 1,146 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 563 stocks
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