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
$0
$3.31 Million 0.05% of portfolio
45,015
Q2 2025 Reduced 8.51%
$0
$3.34 Million 0.05% of portfolio
37,487
Q2 2025 Reduced 14.42%
$0
$3.37 Million 0.05% of portfolio
17,303
Q2 2025 Reduced 2.15%
$0
$3.24 Million 0.05% of portfolio
17,801
Q2 2025 Reduced 0.08%
$87.3B
$2.57 Million 0.04% of portfolio
16,876
Q2 2025 Reduced 10.85%
$119B
$2.74 Million 0.04% of portfolio
11,528
Q2 2025 Added 0.53%
$136B
$2.47 Million 0.04% of portfolio
7,048
Q2 2025 Added 696.38%
$83.2B
$2.63 Million 0.04% of portfolio
12,373
Q2 2025 Added 246.87%
$54.3B
$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%
$0
$2.28 Million 0.04% of portfolio
4,126
Q2 2025 Added 0.24%
$0
$2.68 Million 0.04% of portfolio
21,662
Q2 2025 Reduced 0.4%
$0
$2.8 Million 0.04% of portfolio
28,125
Q2 2025 Reduced 6.52%
$0
$2.2 Million 0.04% of portfolio
26,145
Q2 2025 Reduced 0.53%
$0
$2.38 Million 0.04% of portfolio
25,395
Q2 2025 Reduced 0.75%
$94.7B
$2.55 Million 0.04% of portfolio
3,474
Q2 2025 Reduced 18.26%
$112B
$2.8 Million 0.04% of portfolio
40,589
Q2 2025 Reduced 0.57%
$0
$2.66 Million 0.04% of portfolio
28,329
Q2 2025 Reduced 7.66%
$77.3B
$2.79 Million 0.04% of portfolio
14,983
Q2 2025 Added 0.59%
$63.6B
$2.32 Million 0.04% of portfolio
3,082
Q2 2025 Reduced 2.53%
$0
$2.82 Million 0.04% of portfolio
9,906
Q2 2025 Reduced 6.29%
$0
$2.8 Million 0.04% of portfolio
9,991
Q2 2025 Reduced 1.54%
$40.8B
$2.81 Million 0.04% of portfolio
9,017
Q2 2025 Added 0.39%
$0
$2 Million 0.03% of portfolio
27,087
Q2 2025 Added 0.05%
$95.3B
$1.73 Million 0.03% of portfolio
7,829
Q2 2025 Added 0.54%
$55.2B
$1.62 Million 0.03% of portfolio
3,039
Q2 2025 Reduced 3.92%
$162B
$1.78 Million 0.03% of portfolio
9,703
Q2 2025 Reduced 6.86%
$53.1B
$1.58 Million 0.03% of portfolio
6,424
Q2 2025 Reduced 6.72%
$70.9B
$1.64 Million 0.03% of portfolio
18,008
Q2 2025 Added 3.35%
$75.3B
$2.01 Million 0.03% of portfolio
61,582
Q2 2025 Added 9.66%
$0
$1.89 Million 0.03% of portfolio
68,189
Q3 2024 Reduced 9.41%
$25B
$2.09 Million 0.03% of portfolio
11,421
Q2 2025 Reduced 1.25%
$68.2B
$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%
$60B
$1.93 Million 0.03% of portfolio
8,476
Q2 2025 Reduced 24.76%
$1.28B
$2.01 Million 0.03% of portfolio
87,757
Q2 2025 Reduced 15.01%
$86.2B
$1.61 Million 0.03% of portfolio
5,519
Q2 2025 Added 0.58%
$11.6B
$1.82 Million 0.03% of portfolio
10,126
Q2 2025 Added 0.04%
$0
$1.9 Million 0.03% of portfolio
10,451
Q2 2025 Reduced 1.01%
$0
$1.67 Million 0.03% of portfolio
26,519
Q2 2025 Reduced 0.42%
$0
$2.15 Million 0.03% of portfolio
19,589
Q2 2025 Reduced 22.67%
$0
$1.98 Million 0.03% of portfolio
27,214
Q2 2025 Reduced 16.54%
$0
$1.86 Million 0.03% of portfolio
18,464
Q2 2025 Reduced 3.78%
$45.1B
$1.6 Million 0.03% of portfolio
12,389
Q2 2025 Reduced 5.5%
$329M
$1.6 Million 0.03% of portfolio
262,580
Q2 2025 Added 12.74%
$35.6B
$1.57 Million 0.03% of portfolio
22,281
Q2 2025 Reduced 5.31%
$139B
$2.1 Million 0.03% of portfolio
17,036
Q2 2025 Added 239.97%
$50.2B
$1.64 Million 0.03% of portfolio
31,912
Q1 2024 Reduced 12.87%
$94.4B
$1.59 Million 0.03% of portfolio
22,417
Q2 2025 Reduced 78.64%

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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