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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$184B
$5.61 Million 0.09% of portfolio
35,241
Q2 2025 Reduced 4.97%
$107B
$5.78 Million 0.09% of portfolio
62,990
Q2 2025 Reduced 1.61%
$0
$5.86 Million 0.09% of portfolio
35,645
Q2 2025 Reduced 5.61%
$50B
$4.96 Million 0.08% of portfolio
28,438
Q2 2025 Added 0.02%
$0
$4.81 Million 0.08% of portfolio
58,002
Q2 2025 Reduced 1.0%
$0
$4.78 Million 0.08% of portfolio
24,600
Q2 2025 Reduced 1.52%
$0
$5.22 Million 0.08% of portfolio
98,959
Q2 2025 Reduced 6.4%
$0
$5.19 Million 0.08% of portfolio
38,336
Q2 2025 Added 28.54%
$85.8B
$4.77 Million 0.08% of portfolio
9,509
Q2 2025 Added 7.28%
$1.12B
$4.27 Million 0.07% of portfolio
518,584
Q1 2025 New
$0
$4.49 Million 0.07% of portfolio
165,668
Q2 2025 Reduced 14.2%
$259B
$4.22 Million 0.07% of portfolio
5,964
Q2 2025 Reduced 2.74%
$0
$4.36 Million 0.07% of portfolio
59,814
Q2 2025 Reduced 11.13%
$136B
$4.39 Million 0.07% of portfolio
180,956
Q2 2025 Reduced 7.9%
$61.7B
$4.31 Million 0.07% of portfolio
36,088
Q2 2025 Reduced 3.78%
$112B
$4.33 Million 0.07% of portfolio
41,228
Q2 2025 Reduced 64.53%
$110B
$4.28 Million 0.07% of portfolio
45,688
Q2 2025 Added 380,633.34%
$154B
$4.16 Million 0.07% of portfolio
7,884
Q2 2025 Reduced 1.08%
$96.4B
$4.62 Million 0.07% of portfolio
10,551
Q2 2025 Reduced 49.2%
$67.8B
$4.14 Million 0.07% of portfolio
91,425
Q2 2025 Reduced 6.12%
$5.5B
$4.27 Million 0.07% of portfolio
363,742
Q2 2025 Added 0.19%
$0
$4.39 Million 0.07% of portfolio
34,230
Q2 2025 Reduced 0.24%
$170B
$4.29 Million 0.07% of portfolio
99,136
Q2 2025 Reduced 6.43%
$67.4B
$3.54 Million 0.06% of portfolio
33,574
Q2 2025 Reduced 0.71%
$56.2B
$3.9 Million 0.06% of portfolio
13,814
Q2 2025 Reduced 3.79%
$126B
$3.99 Million 0.06% of portfolio
19,053
Q2 2025 Reduced 2.62%
$17.4B
$3.54 Million 0.06% of portfolio
63,085
Q2 2025 Added 8.09%
$0
$3.72 Million 0.06% of portfolio
40,911
Q2 2025 Reduced 0.29%
$90.3B
$3.96 Million 0.06% of portfolio
23,836
Q2 2025 Added 3.82%
$7.23B
$3.49 Million 0.06% of portfolio
3,303
Q2 2025 Reduced 65.89%
$11.8B
$3.49 Million 0.06% of portfolio
23,833
Q2 2025 Added 1,191,550.0%
$0
$3.56 Million 0.06% of portfolio
27,679
Q2 2025 Reduced 0.9%
$0
$3.72 Million 0.06% of portfolio
21,575
Q2 2025 Reduced 1.6%
$52.7B
$3.15 Million 0.05% of portfolio
15,659
Q2 2025 Reduced 0.42%
$60.4B
$2.88 Million 0.05% of portfolio
27,751
Q2 2025 Reduced 9.15%
$111B
$3.01 Million 0.05% of portfolio
10,381
Q2 2025 Added 0.19%
$8.79B
$3.07 Million 0.05% of portfolio
15,212
Q2 2025 Reduced 0.22%
$58.9B
$2.98 Million 0.05% of portfolio
9,294
Q2 2025 Added 0.49%
$0
$2.82 Million 0.05% of portfolio
26,540
Q2 2025 Reduced 6.12%
$0
$3.21 Million 0.05% of portfolio
60,202
Q2 2025 Reduced 17.11%
$4.78B
$3.38 Million 0.05% of portfolio
51,293
Q2 2025 Reduced 0.1%
$1.41B
$2.86 Million 0.05% of portfolio
460,037
Q2 2025 Added 13.86%
$151B
$3.42 Million 0.05% of portfolio
15,410
Q2 2025 Reduced 1.24%
$84.4B
$3.19 Million 0.05% of portfolio
47,236
Q2 2025 Added 0.21%
$0
$3.41 Million 0.05% of portfolio
96,174
Q2 2025 Added 1.51%
$33.1B
$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%
$0
$3.3 Million 0.05% of portfolio
38,951
Q2 2025 Reduced 9.7%
$95.1B
$3.35 Million 0.05% of portfolio
36,533
Q2 2025 Reduced 18.43%

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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