Umb Bank, N.A. Top Holdings and 13F Report (2025) About Umb Bank, N.A.Investment ActivityUmb Bank, N.A. has $6.32 billion in total holdings as of December 31, 2024.Umb Bank, N.A. owns shares of 2,063 different stocks, but just 78 companies or ETFs make up 80% of its holdings.Approximately 3.75% of the portfolio was purchased this quarter.About 6.61% of the portfolio was sold this quarter.This quarter, Umb Bank, N.A. has purchased 2,136 new stocks and bought additional shares in 861 stocks.Umb Bank, N.A. sold shares of 647 stocks and completely divested from 148 stocks this quarter.Largest Holdings UMB Financial $497,575,136Apple $335,450,862iShares Core S&P 500 ETF $329,497,735Microsoft $221,794,565NVIDIA $188,818,186 Largest New Holdings this Quarter Invesco S&P MidCap Quality ETF $11,119,725 HoldingSEI Investments $9,095,647 HoldingiShares 0-3 Month Treasury Bond ETF $1,707,948 HoldingVirtus Seix Senior Loan ETF $1,096,114 HoldingTCW Etf Trust $1,091,975 Holding Largest Purchases this Quarter Tesla 36,409 shares (about $14.70M)Oracle 70,844 shares (about $11.81M)Invesco S&P MidCap Quality ETF 112,925 shares (about $11.12M)Palo Alto Networks 53,247 shares (about $9.69M)Vanguard Tax-Exempt Bond ETF 183,686 shares (about $9.21M) Largest Sales this Quarter UMB Financial 290,779 shares (about $32.82M)Eli Lilly and Company 23,237 shares (about $17.94M)PepsiCo 104,817 shares (about $15.94M)Costco Wholesale 16,555 shares (about $15.17M)Intuit 20,846 shares (about $13.10M) 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$497,575,136$32,817,318 ▼-6.2%4,408,7827.9%FinanceAAPLApple$335,450,862$7,138,723 ▼-2.1%1,339,5535.3%Computer and TechnologyIVViShares Core S&P 500 ETF$329,497,735$2,630,222 ▲0.8%559,7235.2%ETFMSFTMicrosoft$221,794,565$9,825,165 ▼-4.2%526,2033.5%Computer and TechnologyNVDANVIDIA$188,818,186$4,913,000 ▼-2.5%1,406,0483.0%Computer and TechnologyAMZNAmazon.com$164,671,282$2,273,539 ▼-1.4%750,5872.6%Retail/WholesaleGOOGLAlphabet$149,773,971$2,760,941 ▼-1.8%791,1992.4%Computer and TechnologyBRK.ABerkshire Hathaway$145,716,8800.0%2142.3%FinanceIJHiShares Core S&P Mid-Cap ETF$145,580,461$3,671,741 ▼-2.5%2,336,3902.3%ETFAVGOBroadcom$118,050,609$2,942,050 ▼-2.4%509,1901.9%Computer and TechnologyGVIiShares Intermediate Government/Credit Bond ETF$116,105,237$4,995,014 ▲4.5%1,113,9331.8%ETFJPMJPMorgan Chase & Co.$114,274,312$1,873,813 ▼-1.6%476,7191.8%FinancePGRProgressive$103,512,718$21,086 ▲0.0%432,0051.6%FinanceIEFAiShares Core MSCI EAFE ETF$98,007,146$4,354,970 ▼-4.3%1,394,5241.6%ETFIJRiShares Core S&P Small-Cap ETF$90,454,844$4,060,468 ▼-4.3%785,0621.4%ETFCOSTCostco Wholesale$87,118,952$15,168,850 ▼-14.8%95,0801.4%Retail/WholesaleMETAMeta Platforms$82,313,923$525,202 ▲0.6%140,5851.3%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$76,633,523$5,794,011 ▲8.2%430,3321.2%ETFLLYEli Lilly and Company$73,050,500$17,938,964 ▼-19.7%94,6251.2%MedicalBRK.BBerkshire Hathaway$68,253,089$2,997,994 ▼-4.2%150,5761.1%FinanceHDHome Depot$65,349,931$3,480,294 ▲5.6%167,9991.0%Retail/WholesaleMAMastercard$65,260,979$1,261,135 ▼-1.9%123,9361.0%Business ServicesIWRiShares Russell Mid-Cap ETF$62,146,084$3,882,263 ▲6.7%703,0101.0%ETFTSLATesla$61,115,530$14,703,411 ▲31.7%151,3361.0%Auto/Tires/TrucksWMTWalmart$58,951,117$10,395,581 ▼-15.0%652,4750.9%Retail/WholesaleTJXTJX Companies$58,031,446$5,109,176 ▲9.7%480,3530.9%Retail/WholesaleCVXChevron$54,983,437$134,846 ▼-0.2%379,6150.9%Oils/EnergyVEAVanguard FTSE Developed Markets ETF$54,196,032$3,719,392 ▼-6.4%1,133,3340.9%ETFPGProcter & Gamble$49,027,901$156,082 ▼-0.3%292,4420.8%Consumer StaplesETNEaton$48,124,137$5,685,929 ▲13.4%145,0090.8%Industrial ProductsVVisa$46,251,190$250,304 ▲0.5%146,3460.7%Business ServicesJNJJohnson & Johnson$46,191,628$732,066 ▼-1.6%319,4000.7%MedicalUNHUnitedHealth Group$45,684,217$1,558,555 ▼-3.3%90,3100.7%MedicalXOMExxon Mobil$45,080,220$5,242,639 ▼-10.4%419,0780.7%Oils/EnergyNEENextEra Energy$43,438,907$1,365,623 ▼-3.0%605,9270.7%UtilitiesMCDMcDonald's$39,005,280$733,712 ▼-1.8%134,5520.6%Retail/WholesaleORLYO'Reilly Automotive$38,217,148$2,076,336 ▼-5.2%32,2290.6%Retail/WholesaleIWMiShares Russell 2000 ETF$36,943,849$933,114 ▼-2.5%167,1970.6%FinancePHParker-Hannifin$36,660,769$457,306 ▼-1.2%57,6400.6%Industrial ProductsORCLOracle$35,470,490$11,805,444 ▲49.9%212,8570.6%Computer and TechnologyLinde PLC$34,254,324$622,562 ▼-1.8%81,8170.5%SHSBACBank of America$33,340,558$4,134,333 ▼-11.0%758,6020.5%FinanceTXNTexas Instruments$31,381,861$331,518 ▼-1.0%167,3610.5%Computer and TechnologyNFLXNetflix$31,019,718$111,415 ▼-0.4%34,8020.5%Consumer DiscretionaryCRMSalesforce$29,264,573$293,876 ▼-1.0%87,5320.5%Computer and TechnologyABTAbbott Laboratories$29,000,499$467,936 ▼-1.6%256,3920.5%MedicalDFACDimensional U.S. Core Equity 2 ETF$28,048,477$369,214 ▼-1.3%810,8840.4%ETFWELLWelltower$27,731,389$195,599 ▲0.7%220,0380.4%FinanceINTUIntuit$27,450,995$13,101,711 ▼-32.3%43,6770.4%Computer and TechnologyACNAccenture$27,133,915$589,248 ▼-2.1%77,1310.4%Computer and TechnologyTRVTravelers Companies$27,043,275$743,146 ▼-2.7%112,2640.4%FinanceUNPUnion Pacific$26,541,804$971,450 ▼-3.5%116,3910.4%TransportationDHRDanaher$25,251,648$709,310 ▼-2.7%110,0050.4%Multi-Sector ConglomeratesCAGConagra Brands$24,563,218$130,481 ▼-0.5%885,1610.4%Consumer StaplesGOOGAlphabet$24,540,289$1,282,233 ▼-5.0%128,8610.4%Computer and TechnologyHONHoneywell International$24,248,840$51,503 ▼-0.2%107,3480.4%Multi-Sector ConglomeratesMSMorgan Stanley$23,547,482$1,063,088 ▼-4.3%187,3010.4%FinanceLIBERTY GLOBAL LTD$22,915,6300.0%1,755,9870.4%COM CL BAPHAmphenol$22,758,974$370,655 ▼-1.6%327,7030.4%Computer and TechnologyTMOThermo Fisher Scientific$20,910,124$301,213 ▼-1.4%40,1940.3%MedicalDUKDuke Energy$20,367,278$152,021 ▼-0.7%189,0410.3%UtilitiesIVWiShares S&P 500 Growth ETF$20,287,928$135,949 ▲0.7%199,8220.3%ETFCATCaterpillar$19,915,162$1,168,087 ▼-5.5%54,8990.3%Industrial ProductsLWLamb Weston$19,835,946$5,948 ▲0.0%296,8120.3%Consumer StaplesISRGIntuitive Surgical$19,438,834$161,286 ▲0.8%37,2420.3%MedicalABBVAbbVie$18,775,960$6,617,904 ▼-26.1%105,6610.3%MedicalIEMGiShares Core MSCI Emerging Markets ETF$18,715,961$739,957 ▼-3.8%358,4060.3%ETFPANWPalo Alto Networks$18,682,743$9,688,824 ▲107.7%102,6750.3%Computer and TechnologyIWViShares Russell 3000 ETF$18,122,701$5,931,266 ▲48.7%54,2190.3%ETFCPRTCopart$17,456,086$208,154 ▲1.2%304,1660.3%Business ServicesSDYSPDR S&P Dividend ETF$17,177,227$1,879,255 ▼-9.9%130,0320.3%ETFPEPPepsiCo$16,802,326$15,938,473 ▼-48.7%110,4980.3%Consumer StaplesCMECME Group$16,638,351$80,119 ▲0.5%71,6460.3%FinanceIWBiShares Russell 1000 ETF$16,556,125$72,486 ▼-0.4%51,3910.3%ETFMRKMerck & Co., Inc.$16,528,901$6,521,611 ▼-28.3%166,1530.3%MedicalCBSHCommerce Bancshares$16,277,522$623,101 ▲4.0%261,2340.3%FinancePAYXPaychex$16,151,521$190,419 ▼-1.2%115,1870.3%Business ServicesPWRQuanta Services$15,520,267$330,272 ▼-2.1%49,1070.2%ConstructionPalantir Technologies Inc$15,321,201$6,620,726 ▼-30.2%202,5810.2%CL ANOWServiceNow$15,016,600$1,222,318 ▼-7.5%14,1650.2%Computer and TechnologyEMREmerson Electric$14,863,916$626,342 ▼-4.0%119,9380.2%Industrial ProductsMARMarriott International$14,363,179$911,576 ▼-6.0%51,4920.2%Consumer DiscretionaryRFRegions Financial$14,185,924$38,526 ▼-0.3%603,1430.2%FinanceVWOVanguard FTSE Emerging Markets ETF$14,075,184$398,034 ▲2.9%319,6000.2%ETFVTEBVanguard Tax-Exempt Bond ETF$14,019,005$9,208,179 ▲191.4%279,6530.2%ETFVTVVanguard Value ETF$13,493,548$2,089,501 ▼-13.4%79,7020.2%ETFIWPiShares Russell Mid-Cap Growth ETF$13,449,189$896,503 ▼-6.2%106,1080.2%ETFCTASCintas$13,437,585$147,074 ▼-1.1%73,5500.2%Business ServicesIVEiShares S&P 500 Value ETF$13,315,216$198,706 ▼-1.5%69,7570.2%ETFECLEcolab$12,803,245$200,344 ▲1.6%54,6400.2%Basic MaterialsIWFiShares Russell 1000 Growth ETF$12,585,517$5,343,825 ▼-29.8%31,3400.2%ETFZTSZoetis$12,514,165$107,697 ▲0.9%76,8070.2%MedicalVUGVanguard Growth ETF$12,396,519$524,953 ▼-4.1%30,2030.2%ETFIAUiShares Gold Trust$12,226,890$671,306 ▼-5.2%246,9580.2%FinanceEMLPFirst Trust North American Energy Infrastructure Fund$12,159,573$3,317,518 ▼-21.4%341,0820.2%ETFEFAiShares MSCI EAFE ETF$12,121,492$814,698 ▼-6.3%160,3160.2%FinancePLDPrologis$12,107,513$129,483 ▼-1.1%114,5460.2%FinanceBROBrown & Brown$12,018,875$12,446 ▲0.1%117,8090.2%FinanceIBMInternational Business Machines$11,950,839$597,278 ▼-4.8%54,3640.2%Computer and TechnologyCMCSAComcast$11,787,873$312,963 ▼-2.6%314,0920.2%Consumer DiscretionaryShowing 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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