Umb Bank, N.A. Top Holdings and 13F Report (2025) About Umb Bank, N.A.Investment ActivityUmb Bank, N.A. has $6.07 billion in total holdings as of March 31, 2025.Umb Bank, N.A. owns shares of 2,105 different stocks, but just 83 companies or ETFs make up 80% of its holdings.Approximately 4.86% of the portfolio was purchased this quarter.About 5.45% of the portfolio was sold this quarter.This quarter, Umb Bank, N.A. has purchased 2,063 new stocks and bought additional shares in 1,146 stocks.Umb Bank, N.A. sold shares of 563 stocks and completely divested from 92 stocks this quarter.Largest Holdings UMB Financial $444,575,725iShares Core S&P 500 ETF $344,454,252Apple $293,009,684Microsoft $191,770,985Berkshire Hathaway $169,269,620 Largest New Holdings this Quarter 09290D101 - BLACKROCK INC $34,106,407 Holding27923Q109 - Ecovyst $3,215,221 Holding319383204 - First Busey $2,230,351 Holding040413205 - ARISTA NETWORKS INC $1,184,746 Holding04010L103 - Ares Capital $1,171,665 Holding Largest Purchases this Quarter BLACKROCK INC 36,035 shares (about $34.11M)iShares Core S&P 500 ETF 53,294 shares (about $29.95M)Invesco S&P MidCap Quality ETF 176,416 shares (about $16.15M)iShares MSCI USA Quality Factor ETF 90,744 shares (about $15.51M)Philip Morris International 76,414 shares (about $12.13M) Largest Sales this Quarter iShares Intermediate Government/Credit Bond ETF 314,271 shares (about $33.32M)Travelers Companies 86,957 shares (about $23.00M)iShares Core MSCI EAFE ETF 153,735 shares (about $11.63M)Eaton 38,985 shares (about $10.60M)JPMorgan Chase & Co. 42,405 shares (about $10.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofUmb Bank, N.A. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUMBFUMB Financial$444,575,725$1,152,136 ▼-0.3%4,397,3867.3%FinanceIVViShares Core S&P 500 ETF$344,454,252$29,945,899 ▲9.5%613,0175.7%ETFAAPLApple$293,009,684$4,545,224 ▼-1.5%1,319,0914.8%Computer and TechnologyMSFTMicrosoft$191,770,985$5,760,360 ▼-2.9%510,8583.2%Computer and TechnologyBRK.ABerkshire Hathaway$169,269,620$1,596,883 ▼-0.9%2122.8%FinanceNVDANVIDIA$151,638,902$748,581 ▼-0.5%1,399,1412.5%Computer and TechnologyAMZNAmazon.com$135,320,713$7,485,970 ▼-5.2%711,2412.2%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$131,710,070$4,618,286 ▼-3.4%2,257,2422.2%ETFPGRProgressive$122,148,248$113,487 ▼-0.1%431,6042.0%FinanceGOOGLAlphabet$120,527,189$1,823,824 ▼-1.5%779,4052.0%Computer and TechnologyJPMJPMorgan Chase & Co.$106,537,224$10,401,946 ▼-8.9%434,3141.8%FinanceIEFAiShares Core MSCI EAFE ETF$93,865,688$11,630,053 ▼-11.0%1,240,7891.5%ETFQUALiShares MSCI USA Quality Factor ETF$89,046,678$15,507,242 ▲21.1%521,0761.5%ETFCOSTCostco Wholesale$86,113,270$3,811,493 ▼-4.2%91,0501.4%Retail/WholesaleGVIiShares Intermediate Government/Credit Bond ETF$84,780,165$33,319,011 ▼-28.2%799,6621.4%ETFAVGOBroadcom$82,642,108$2,611,573 ▼-3.1%493,5921.4%Computer and TechnologyMETAMeta Platforms$80,893,279$134,292 ▼-0.2%140,3521.3%Computer and TechnologyBRK.BBerkshire Hathaway$79,924,813$268,953 ▼-0.3%150,0711.3%FinanceIJRiShares Core S&P Small-Cap ETF$76,458,865$5,635,068 ▼-6.9%731,1741.3%ETFLLYEli Lilly and Company$74,518,556$3,633,178 ▼-4.6%90,2261.2%MedicalIWRiShares Russell Mid-Cap ETF$69,496,405$9,691,345 ▲16.2%816,9321.1%ETFMAMastercard$67,081,666$850,134 ▼-1.3%122,3851.1%Business ServicesCVXChevron$62,028,121$1,477,673 ▼-2.3%370,7821.0%EnergyHDHome Depot$60,710,901$859,053 ▼-1.4%165,6551.0%Retail/WholesaleTJXTJX Companies$58,946,815$439,820 ▲0.8%483,9641.0%Retail/WholesaleVVisa$57,258,855$5,970,436 ▲11.6%163,3820.9%Business ServicesWMTWalmart$55,269,424$2,011,357 ▼-3.5%629,5640.9%Retail/WholesaleJNJJohnson & Johnson$52,547,897$421,399 ▼-0.8%316,8590.9%MedicalVEAVanguard FTSE Developed Markets ETF$51,052,382$6,554,986 ▼-11.4%1,004,3750.8%ETFPGProcter & Gamble$49,661,240$176,726 ▼-0.4%291,4050.8%Consumer StaplesXOMExxon Mobil$48,669,248$1,171,698 ▼-2.4%409,2260.8%EnergyUNHUnitedHealth Group$45,622,291$1,677,571 ▼-3.5%87,1070.8%MedicalORLYO'Reilly Automotive$44,387,058$1,783,562 ▼-3.9%30,9840.7%Retail/WholesaleMCDMcDonald's$41,122,261$907,747 ▼-2.2%131,6460.7%Retail/WholesaleABTAbbott Laboratories$40,843,333$6,832,934 ▲20.1%307,9030.7%MedicalTSLATesla$39,656,663$436,425 ▲1.1%153,0200.7%Auto/Tires/TrucksLINDE PLC$37,907,287$189,981 ▼-0.5%81,4090.6%SHSNEENextEra Energy$35,197,806$7,756,358 ▼-18.1%496,5130.6%UtilitiesWELLWelltower$34,119,101$407,079 ▲1.2%222,6950.6%FinanceBLACKROCK INC$34,106,407$34,106,407 ▲New Holding36,0350.6%NoneNFLXNetflix$31,669,652$784,258 ▼-2.4%33,9610.5%Consumer DiscretionaryIWMiShares Russell 2000 ETF$31,281,827$2,072,302 ▼-6.2%156,8090.5%FinanceBACBank of America$30,806,338$850,124 ▼-2.7%738,2300.5%FinanceORCLOracle$30,069,496$309,959 ▲1.0%215,0740.5%Computer and TechnologyTXNTexas Instruments$29,493,262$581,509 ▼-1.9%164,1250.5%Computer and TechnologyETNEaton$28,820,504$10,597,293 ▼-26.9%106,0240.5%IndustrialsUNPUnion Pacific$27,154,843$341,367 ▼-1.2%114,9460.4%TransportationPHParker-Hannifin$26,763,636$8,272,839 ▼-23.6%44,0300.4%IndustrialsDFACDimensional U.S. Core Equity 2 ETF$26,751,0630.0%810,8840.4%ETFXMHQInvesco S&P MidCap Quality ETF$26,483,382$16,147,357 ▲156.2%289,3410.4%ETFCRMSalesforce$25,515,132$2,025,045 ▲8.6%95,0780.4%Computer and TechnologyINTUIntuit$24,287,602$2,529,639 ▼-9.4%39,5570.4%Computer and TechnologyHONHoneywell International$23,709,012$978,073 ▲4.3%111,9670.4%Multi-Sector ConglomeratesCAGConagra Brands$23,679,680$72,436 ▲0.3%887,8770.4%Consumer StaplesDUKDuke Energy$23,125,268$67,937 ▲0.3%189,5980.4%UtilitiesACNAccenture$23,079,102$988,855 ▼-4.1%73,9620.4%Computer and TechnologyDHRDanaher$21,830,245$720,780 ▼-3.2%106,4890.4%MedicalABBVAbbVie$21,677,987$460,106 ▼-2.1%103,4650.4%MedicalAPHAmphenol$21,654,079$160,040 ▲0.7%330,1430.4%Computer and TechnologyMSMorgan Stanley$20,949,849$902,559 ▼-4.1%179,5650.3%FinanceLIBERTY GLOBAL LTD$19,842,6530.0%1,755,9870.3%COM CL BGOOGAlphabet$19,736,849$395,106 ▼-2.0%126,3320.3%Computer and TechnologyCMECME Group$19,441,247$434,280 ▲2.3%73,2830.3%FinanceTMOThermo Fisher Scientific$19,424,811$575,723 ▼-2.9%39,0370.3%MedicalBMYBristol-Myers Squibb$19,116,279$6,585,456 ▲52.6%313,4330.3%MedicalISRGIntuitive Surgical$18,091,222$353,623 ▼-1.9%36,5280.3%MedicalIVWiShares S&P 500 Growth ETF$18,005,028$544,448 ▼-2.9%193,9570.3%ETFADPAutomatic Data Processing$17,777,569$5,772,073 ▲48.1%58,1860.3%Business ServicesIEMGiShares Core MSCI Emerging Markets ETF$17,753,971$1,589,201 ▼-8.2%328,9600.3%ETFPMPhilip Morris International$17,499,030$12,129,194 ▲225.9%110,2440.3%Consumer StaplesCPRTCopart$17,375,959$163,206 ▲0.9%307,0500.3%Business ServicesPAYXPaychex$17,293,708$477,342 ▼-2.7%112,0930.3%Business ServicesECLEcolab$17,124,769$3,272,436 ▲23.6%67,5480.3%Basic MaterialsRTXRTX$16,943,356$3,677,090 ▲27.7%127,9130.3%AerospacePANWPalo Alto Networks$16,658,047$862,415 ▼-4.9%97,6210.3%Computer and TechnologyCATCaterpillar$16,416,785$1,688,906 ▼-9.3%49,7780.3%IndustrialsSDYSPDR S&P Dividend ETF$16,064,105$1,578,637 ▼-8.9%118,3970.3%ETFLWLamb Weston$15,751,163$68,917 ▼-0.4%295,5190.3%Consumer StaplesIWBiShares Russell 1000 ETF$15,620,428$143,248 ▼-0.9%50,9240.3%ETFPEPPepsiCo$14,720,959$1,847,111 ▼-11.1%98,1790.2%Consumer StaplesBROBrown & Brown$14,665,143$9,703 ▲0.1%117,8870.2%FinanceCBSHCommerce Bancshares$14,393,052$1,863,540 ▼-11.5%231,2880.2%FinanceVTVVanguard Value ETF$13,971,211$203,488 ▲1.5%80,8800.2%ETFCTASCintas$13,767,427$1,349,304 ▼-8.9%66,9850.2%Business ServicesIAUiShares Gold Trust$13,548,065$1,012,579 ▼-7.0%229,7840.2%FinanceWMWaste Management$13,490,550$2,949,437 ▲28.0%58,2720.2%Business ServicesVWOVanguard FTSE Emerging Markets ETF$13,478,836$986,261 ▼-6.8%297,8090.2%ETFLPLALPL Financial$13,450,361$8,592,986 ▲176.9%41,1150.2%FinanceRFRegions Financial$13,326,031$219,734 ▲1.7%613,2550.2%FinanceMRKMerck & Co., Inc.$13,309,074$1,604,819 ▼-10.8%148,2740.2%MedicalEFAiShares MSCI EAFE ETF$13,001,853$100,773 ▼-0.8%159,0830.2%FinancePLDPrologis$12,992,905$187,807 ▲1.5%116,2260.2%FinanceIBMInternational Business Machines$12,835,083$683,069 ▼-5.1%51,6170.2%Computer and TechnologyTPLTexas Pacific Land$12,831,204$9,013,908 ▲236.1%9,6840.2%EnergyZTSZoetis$12,740,617$94,344 ▲0.7%77,3800.2%MedicalIVEiShares S&P 500 Value ETF$12,613,156$681,133 ▼-5.1%66,1830.2%ETFGILDGilead Sciences$12,421,751$141,519 ▼-1.1%110,8590.2%MedicalIWViShares Russell 3000 ETF$12,246,610$4,975,513 ▼-28.9%38,5550.2%ETFSPYSPDR S&P 500 ETF Trust$12,204,771$1,040,465 ▲9.3%21,8180.2%FinancePALANTIR TECHNOLOGIES INC$11,889,513$5,208,324 ▼-30.5%140,8710.2%CL AShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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