Umb Bank, N.A. Top Holdings and 13F Report (2025)

About Umb Bank, N.A.

Investment Activity

Umb Bank, N.A. has $6.42 billion in total holdings as of June 30, 2025.
Umb Bank, N.A. owns shares of 2,125 different stocks, but just 83 companies or ETFs make up 80% of its holdings.
Approximately 4.01% of the portfolio was purchased this quarter.
About 4.61% of the portfolio was sold this quarter.
This quarter, Umb Bank, N.A. has purchased 2,105 new stocks and bought additional shares in 957 stocks.
Umb Bank, N.A. sold shares of 833 stocks and completely divested from 74 stocks this quarter.

Largest Holdings

UMB Financial: $457,783,038
iShares Core S&P 500 ETF: $410,642,771
Microsoft: $249,513,789
Apple: $247,435,636
NVIDIA: $218,144,061

Largest New Holdings this Quarter

72201B101 - Pimco Corporate & Income Opportunity Fund: $723,320 Holding
37954Y871 - Global X Uranium ETF: $465,720 Holding
46434V456 - iShares MSCI Intl Quality Factor ETF: $433,972 Holding
46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF: $380,800 Holding
85207K107 - SPROTT PHYSICAL SILVER TR: $306,000 Holding

Largest Purchases this Quarter

O'Reilly Automotive: 428,414 shares (about $38.61M)
iShares Core S&P 500 ETF: 48,350 shares (about $30.02M)
GE Aerospace: 49,823 shares (about $12.82M)
Rollins: 208,438 shares (about $11.76M)
CocaCola: 153,880 shares (about $10.89M)

Largest Sales this Quarter

Apple: 113,088 shares (about $23.20M)
UnitedHealth Group: 42,928 shares (about $13.39M)
Meta Platforms: 15,991 shares (about $11.80M)
Alphabet: 66,556 shares (about $11.73M)
Danaher: 57,097 shares (about $11.28M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
UMBF UMB Financial	$457,783,038	$4,646,074 ▼	-1.0%	4,353,205	7.1%	Finance
IVV iShares Core S&P 500 ETF	$410,642,771	$30,020,515 ▲	7.9%	661,367	6.4%	ETF
MSFT Microsoft	$249,513,789	$4,592,089 ▼	-1.8%	501,626	3.9%	Computer and Technology
AAPL Apple	$247,435,636	$23,202,265 ▼	-8.6%	1,206,003	3.9%	Computer and Technology
NVDA NVIDIA	$218,144,061	$2,906,226 ▼	-1.3%	1,380,746	3.4%	Computer and Technology
BRK.A Berkshire Hathaway	$154,505,600		0.0%	212	2.4%	Finance
AMZN Amazon.com	$146,318,431	$9,720,732 ▼	-6.2%	666,933	2.3%	Retail/Wholesale
AVGO Broadcom	$133,461,736	$2,596,899 ▼	-1.9%	484,171	2.1%	Computer and Technology
IJH iShares Core S&P Mid-Cap ETF	$131,158,718	$8,835,431 ▼	-6.3%	2,114,781	2.0%	ETF
GOOGL Alphabet	$125,625,380	$11,729,164 ▼	-8.5%	712,849	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$122,635,988	$3,275,983 ▼	-2.6%	423,014	1.9%	Finance
PGR Progressive	$115,166,368	$11,475 ▼	0.0%	431,561	1.8%	Finance
IEFA iShares Core MSCI EAFE ETF	$106,036,045	$2,454,980 ▲	2.4%	1,270,197	1.7%	ETF
META Meta Platforms	$91,789,610	$11,802,797 ▼	-11.4%	124,361	1.4%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$91,611,468	$3,651,647 ▼	-3.8%	501,102	1.4%	ETF
COST Costco Wholesale	$87,903,703	$2,230,335 ▼	-2.5%	88,797	1.4%	Retail/Wholesale
IWR iShares Russell Mid-Cap ETF	$81,124,898	$5,991,662 ▲	8.0%	882,080	1.3%	ETF
GVI iShares Intermediate Government/Credit Bond ETF	$80,754,385	$4,641,521 ▼	-5.4%	756,198	1.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$69,112,811	$10,797,196 ▼	-13.5%	632,380	1.1%	ETF
LLY Eli Lilly and Company	$68,477,034	$1,856,840 ▼	-2.6%	87,844	1.1%	Medical
MA Mastercard	$67,751,982	$1,021,045 ▼	-1.5%	120,568	1.1%	Business Services
BRK.B Berkshire Hathaway	$67,632,300	$5,267,690 ▼	-7.2%	139,227	1.1%	Finance
V Visa	$63,044,099	$5,035,319 ▲	8.7%	177,564	1.0%	Business Services
WMT Walmart	$60,076,716	$1,482,051 ▼	-2.4%	614,407	0.9%	Retail/Wholesale
TJX TJX Companies	$59,902,653	$137,938 ▲	0.2%	485,081	0.9%	Retail/Wholesale
HD Home Depot	$59,680,926	$1,054,823 ▼	-1.7%	162,778	0.9%	Retail/Wholesale
VEA Vanguard FTSE Developed Markets ETF	$56,455,065	$804,354 ▼	-1.4%	990,266	0.9%	ETF
CVX Chevron	$52,195,905	$896,369 ▼	-1.7%	364,522	0.8%	Energy
JNJ Johnson & Johnson	$48,546,394	$146,182 ▲	0.3%	317,816	0.8%	Medical
TSLA Tesla	$47,778,605	$829,728 ▼	-1.7%	150,408	0.7%	Auto/Tires/Trucks
PG Procter & Gamble	$44,618,204	$1,808,441 ▼	-3.9%	280,054	0.7%	Consumer Staples
NFLX Netflix	$44,061,395	$1,416,800 ▼	-3.1%	32,903	0.7%	Consumer Discretionary
XOM Exxon Mobil	$43,688,214	$426,349 ▼	-1.0%	405,271	0.7%	Energy
ABT Abbott Laboratories	$42,538,079	$660,193 ▲	1.6%	312,757	0.7%	Medical
ORLY O'Reilly Automotive	$41,405,541	$38,612,953 ▲	1,382.7%	459,398	0.6%	Retail/Wholesale
LINDE PLC	$41,045,274	$2,849,799 ▲	7.5%	87,483	0.6%	SHS
IWM iShares Russell 2000 ETF	$38,603,536	$4,765,722 ▲	14.1%	178,894	0.6%	Finance
ORCL Oracle	$38,264,404	$8,757,225 ▼	-18.6%	175,019	0.6%	Computer and Technology
MCD McDonald's	$38,256,448	$206,564 ▼	-0.5%	130,939	0.6%	Retail/Wholesale
APH Amphenol	$37,643,402	$5,041,780 ▲	15.5%	381,199	0.6%	Computer and Technology
BLACKROCK INC	$37,487,604	$322,120 ▼	-0.9%	35,728	0.6%	COM
ETN Eaton	$36,814,594	$1,034,914 ▼	-2.7%	103,125	0.6%	Industrials
BAC Bank of America	$34,493,488	$439,555 ▼	-1.3%	728,941	0.5%	Finance
TXN Texas Instruments	$33,839,361	$236,272 ▼	-0.7%	162,987	0.5%	Computer and Technology
NEE NextEra Energy	$33,428,368	$1,039,565 ▼	-3.0%	481,538	0.5%	Utilities
WELL Welltower	$31,191,663	$3,043,239 ▼	-8.9%	202,899	0.5%	Finance
PH Parker-Hannifin	$30,891,931	$138,297 ▲	0.4%	44,228	0.5%	Industrials
INTU Intuit	$30,089,041	$1,067,239 ▼	-3.4%	38,202	0.5%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$29,016,781	$45,302 ▼	-0.2%	809,620	0.5%	ETF
PM Philip Morris International	$28,857,770	$8,779,030 ▲	43.7%	158,446	0.4%	Consumer Staples
XMHQ Invesco S&P MidCap Quality ETF	$26,640,625	$1,784,235 ▼	-6.3%	271,179	0.4%	ETF
UNP Union Pacific	$26,278,817	$167,958 ▼	-0.6%	114,216	0.4%	Transportation
HON Honeywell International	$25,984,518	$90,357 ▼	-0.3%	111,579	0.4%	Multi-Sector Conglomerates
MS Morgan Stanley	$24,376,387	$917,139 ▼	-3.6%	173,054	0.4%	Finance
DUK Duke Energy	$22,105,058	$267,506 ▼	-1.2%	187,331	0.3%	Utilities
IEMG iShares Core MSCI Emerging Markets ETF	$21,578,744	$1,831,275 ▲	9.3%	359,466	0.3%	ETF
GOOG Alphabet	$21,543,838	$866,195 ▼	-3.9%	121,449	0.3%	Computer and Technology
ACN Accenture	$21,442,369	$664,134 ▼	-3.0%	71,740	0.3%	Computer and Technology
CRM Salesforce	$21,159,108	$4,767,712 ▼	-18.4%	77,594	0.3%	Computer and Technology
CME CME Group	$20,492,623	$294,362 ▲	1.5%	74,351	0.3%	Finance
IVW iShares S&P 500 Growth ETF	$20,315,652	$1,039,014 ▼	-4.9%	184,520	0.3%	ETF
ISRG Intuitive Surgical	$19,607,319	$242,361 ▼	-1.2%	36,082	0.3%	Medical
PANW Palo Alto Networks	$19,209,966	$767,195 ▼	-3.8%	93,872	0.3%	Computer and Technology
ABBV AbbVie	$19,031,247	$173,926 ▼	-0.9%	102,528	0.3%	Medical
RTX RTX	$18,767,659	$89,802 ▲	0.5%	128,528	0.3%	Aerospace
ADP Automatic Data Processing	$18,504,000	$559,438 ▲	3.1%	60,000	0.3%	Computer and Technology
CAT Caterpillar	$18,417,847	$906,470 ▼	-4.7%	47,443	0.3%	Industrials
KO CocaCola	$18,373,988	$10,887,010 ▲	145.4%	259,703	0.3%	Consumer Staples
CPRT Copart	$18,333,975	$3,267,032 ▲	21.7%	373,629	0.3%	Business Services
ECL Ecolab	$18,302,520	$102,387 ▲	0.6%	67,928	0.3%	Basic Materials
CAG Conagra Brands	$18,190,911	$16,069 ▲	0.1%	888,662	0.3%	Consumer Staples
PALANTIR TECHNOLOGIES INC	$17,806,800	$1,396,735 ▼	-7.3%	130,625	0.3%	CL A
IWB iShares Russell 1000 ETF	$17,406,698	$114,435 ▲	0.7%	51,261	0.3%	ETF
LIBERTY GLOBAL LTD	$16,804,796		0.0%	1,755,987	0.3%	COM CL B
PAYX Paychex	$16,118,277	$186,771 ▼	-1.1%	110,809	0.3%	Computer and Technology
SDY SPDR S&P Dividend ETF	$15,828,561	$241,464 ▼	-1.5%	116,618	0.2%	ETF
LPLA LPL Financial	$15,440,139	$23,248 ▲	0.2%	41,177	0.2%	Finance
LW Lamb Weston	$15,326,912	$4,252 ▲	0.0%	295,601	0.2%	Consumer Staples
GE GE Aerospace	$15,218,956	$12,823,942 ▲	535.4%	59,128	0.2%	Aerospace
TMO Thermo Fisher Scientific	$14,845,918	$982,024 ▼	-6.2%	36,615	0.2%	Medical
IBM International Business Machines	$14,676,507	$539,153 ▼	-3.5%	49,788	0.2%	Computer and Technology
IAU iShares Gold Trust	$14,381,962	$52,632 ▲	0.4%	230,628	0.2%	Finance
RF Regions Financial	$14,352,445	$71,313 ▼	-0.5%	610,223	0.2%	Finance
CTAS Cintas	$14,310,260	$618,687 ▼	-4.1%	64,209	0.2%	Business Services
VTV Vanguard Value ETF	$14,242,063	$52,669 ▼	-0.4%	80,582	0.2%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$14,141,801	$587,832 ▼	-4.0%	285,924	0.2%	ETF
CBSH Commerce Bancshares	$14,074,231	$304,944 ▼	-2.1%	226,383	0.2%	Finance
EFA iShares MSCI EAFE ETF	$14,038,610	$181,819 ▼	-1.3%	157,049	0.2%	Finance
UNH UnitedHealth Group	$13,782,523	$13,392,249 ▼	-49.3%	44,179	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$13,500,023	$19,771 ▲	0.1%	21,850	0.2%	Finance
WM Waste Management	$13,498,092	$164,293 ▲	1.2%	58,990	0.2%	Business Services
BRO Brown & Brown	$13,062,149	$7,983 ▼	-0.1%	117,815	0.2%	Finance
IWV iShares Russell 3000 ETF	$12,682,683	$850,122 ▼	-6.3%	36,133	0.2%	ETF
MAR Marriott International	$12,529,137	$609,805 ▼	-4.6%	45,859	0.2%	Consumer Discretionary
VUG Vanguard Growth ETF	$12,494,400	$276,192 ▼	-2.2%	28,500	0.2%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$12,437,238	$1,204,990 ▼	-8.8%	89,683	0.2%	ETF
BK Bank of New York Mellon	$12,373,285	$139,216 ▲	1.1%	135,806	0.2%	Finance
IVE iShares S&P 500 Value ETF	$12,227,429	$706,052 ▼	-5.5%	62,570	0.2%	ETF
GILD Gilead Sciences	$12,188,383	$102,555 ▼	-0.8%	109,934	0.2%	Medical
ZTS Zoetis	$11,982,730	$84,681 ▼	-0.7%	76,837	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Umb Bank, N.A. Top Holdings and 13F Report (2025)

About Umb Bank, N.A.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Umb Bank, N.A. Top Holdings and 13F Report (2025)

About Umb Bank, N.A.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofUmb Bank, N.A.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools