Umb Bank, N.A. Top Holdings and 13F Report (2025) About Umb Bank, N.A.Investment ActivityUmb 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 $457,783,038iShares Core S&P 500 ETF $410,642,771Microsoft $249,513,789Apple $247,435,636NVIDIA $218,144,061 Largest New Holdings this Quarter 72201B101 - Pimco Corporate & Income Opportunity Fund $723,320 Holding37954Y871 - Global X Uranium ETF $465,720 Holding46434V456 - iShares MSCI Intl Quality Factor ETF $433,972 Holding46654Q203 - JPMorgan Nasdaq Equity Premium Income ETF $380,800 Holding85207K107 - 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 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$457,783,038$4,646,074 ▼-1.0%4,353,2057.1%FinanceIVViShares Core S&P 500 ETF$410,642,771$30,020,515 ▲7.9%661,3676.4%ETFMSFTMicrosoft$249,513,789$4,592,089 ▼-1.8%501,6263.9%Computer and TechnologyAAPLApple$247,435,636$23,202,265 ▼-8.6%1,206,0033.9%Computer and TechnologyNVDANVIDIA$218,144,061$2,906,226 ▼-1.3%1,380,7463.4%Computer and TechnologyBRK.ABerkshire Hathaway$154,505,6000.0%2122.4%FinanceAMZNAmazon.com$146,318,431$9,720,732 ▼-6.2%666,9332.3%Retail/WholesaleAVGOBroadcom$133,461,736$2,596,899 ▼-1.9%484,1712.1%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$131,158,718$8,835,431 ▼-6.3%2,114,7812.0%ETFGOOGLAlphabet$125,625,380$11,729,164 ▼-8.5%712,8492.0%Computer and TechnologyJPMJPMorgan Chase & Co.$122,635,988$3,275,983 ▼-2.6%423,0141.9%FinancePGRProgressive$115,166,368$11,475 ▼0.0%431,5611.8%FinanceIEFAiShares Core MSCI EAFE ETF$106,036,045$2,454,980 ▲2.4%1,270,1971.7%ETFMETAMeta Platforms$91,789,610$11,802,797 ▼-11.4%124,3611.4%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$91,611,468$3,651,647 ▼-3.8%501,1021.4%ETFCOSTCostco Wholesale$87,903,703$2,230,335 ▼-2.5%88,7971.4%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$81,124,898$5,991,662 ▲8.0%882,0801.3%ETFGVIiShares Intermediate Government/Credit Bond ETF$80,754,385$4,641,521 ▼-5.4%756,1981.3%ETFIJRiShares Core S&P Small-Cap ETF$69,112,811$10,797,196 ▼-13.5%632,3801.1%ETFLLYEli Lilly and Company$68,477,034$1,856,840 ▼-2.6%87,8441.1%MedicalMAMastercard$67,751,982$1,021,045 ▼-1.5%120,5681.1%Business ServicesBRK.BBerkshire Hathaway$67,632,300$5,267,690 ▼-7.2%139,2271.1%FinanceVVisa$63,044,099$5,035,319 ▲8.7%177,5641.0%Business ServicesWMTWalmart$60,076,716$1,482,051 ▼-2.4%614,4070.9%Retail/WholesaleTJXTJX Companies$59,902,653$137,938 ▲0.2%485,0810.9%Retail/WholesaleHDHome Depot$59,680,926$1,054,823 ▼-1.7%162,7780.9%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$56,455,065$804,354 ▼-1.4%990,2660.9%ETFCVXChevron$52,195,905$896,369 ▼-1.7%364,5220.8%EnergyJNJJohnson & Johnson$48,546,394$146,182 ▲0.3%317,8160.8%MedicalTSLATesla$47,778,605$829,728 ▼-1.7%150,4080.7%Auto/Tires/TrucksPGProcter & Gamble$44,618,204$1,808,441 ▼-3.9%280,0540.7%Consumer StaplesNFLXNetflix$44,061,395$1,416,800 ▼-3.1%32,9030.7%Consumer DiscretionaryXOMExxon Mobil$43,688,214$426,349 ▼-1.0%405,2710.7%EnergyABTAbbott Laboratories$42,538,079$660,193 ▲1.6%312,7570.7%MedicalORLYO'Reilly Automotive$41,405,541$38,612,953 ▲1,382.7%459,3980.6%Retail/WholesaleLINDE PLC$41,045,274$2,849,799 ▲7.5%87,4830.6%SHSIWMiShares Russell 2000 ETF$38,603,536$4,765,722 ▲14.1%178,8940.6%FinanceORCLOracle$38,264,404$8,757,225 ▼-18.6%175,0190.6%Computer and TechnologyMCDMcDonald's$38,256,448$206,564 ▼-0.5%130,9390.6%Retail/WholesaleAPHAmphenol$37,643,402$5,041,780 ▲15.5%381,1990.6%Computer and TechnologyBLACKROCK INC$37,487,604$322,120 ▼-0.9%35,7280.6%COMETNEaton$36,814,594$1,034,914 ▼-2.7%103,1250.6%IndustrialsBACBank of America$34,493,488$439,555 ▼-1.3%728,9410.5%FinanceTXNTexas Instruments$33,839,361$236,272 ▼-0.7%162,9870.5%Computer and TechnologyNEENextEra Energy$33,428,368$1,039,565 ▼-3.0%481,5380.5%UtilitiesWELLWelltower$31,191,663$3,043,239 ▼-8.9%202,8990.5%FinancePHParker-Hannifin$30,891,931$138,297 ▲0.4%44,2280.5%IndustrialsINTUIntuit$30,089,041$1,067,239 ▼-3.4%38,2020.5%Computer and TechnologyDFACDimensional U.S. Core Equity 2 ETF$29,016,781$45,302 ▼-0.2%809,6200.5%ETFPMPhilip Morris International$28,857,770$8,779,030 ▲43.7%158,4460.4%Consumer StaplesXMHQInvesco S&P MidCap Quality ETF$26,640,625$1,784,235 ▼-6.3%271,1790.4%ETFUNPUnion Pacific$26,278,817$167,958 ▼-0.6%114,2160.4%TransportationHONHoneywell International$25,984,518$90,357 ▼-0.3%111,5790.4%Multi-Sector ConglomeratesMSMorgan Stanley$24,376,387$917,139 ▼-3.6%173,0540.4%FinanceDUKDuke Energy$22,105,058$267,506 ▼-1.2%187,3310.3%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$21,578,744$1,831,275 ▲9.3%359,4660.3%ETFGOOGAlphabet$21,543,838$866,195 ▼-3.9%121,4490.3%Computer and TechnologyACNAccenture$21,442,369$664,134 ▼-3.0%71,7400.3%Computer and TechnologyCRMSalesforce$21,159,108$4,767,712 ▼-18.4%77,5940.3%Computer and TechnologyCMECME Group$20,492,623$294,362 ▲1.5%74,3510.3%FinanceIVWiShares S&P 500 Growth ETF$20,315,652$1,039,014 ▼-4.9%184,5200.3%ETFISRGIntuitive Surgical$19,607,319$242,361 ▼-1.2%36,0820.3%MedicalPANWPalo Alto Networks$19,209,966$767,195 ▼-3.8%93,8720.3%Computer and TechnologyABBVAbbVie$19,031,247$173,926 ▼-0.9%102,5280.3%MedicalRTXRTX$18,767,659$89,802 ▲0.5%128,5280.3%AerospaceADPAutomatic Data Processing$18,504,000$559,438 ▲3.1%60,0000.3%Computer and TechnologyCATCaterpillar$18,417,847$906,470 ▼-4.7%47,4430.3%IndustrialsKOCocaCola$18,373,988$10,887,010 ▲145.4%259,7030.3%Consumer StaplesCPRTCopart$18,333,975$3,267,032 ▲21.7%373,6290.3%Business ServicesECLEcolab$18,302,520$102,387 ▲0.6%67,9280.3%Basic MaterialsCAGConagra Brands$18,190,911$16,069 ▲0.1%888,6620.3%Consumer StaplesPALANTIR TECHNOLOGIES INC$17,806,800$1,396,735 ▼-7.3%130,6250.3%CL AIWBiShares Russell 1000 ETF$17,406,698$114,435 ▲0.7%51,2610.3%ETFLIBERTY GLOBAL LTD$16,804,7960.0%1,755,9870.3%COM CL BPAYXPaychex$16,118,277$186,771 ▼-1.1%110,8090.3%Computer and TechnologySDYSPDR S&P Dividend ETF$15,828,561$241,464 ▼-1.5%116,6180.2%ETFLPLALPL Financial$15,440,139$23,248 ▲0.2%41,1770.2%FinanceLWLamb Weston$15,326,912$4,252 ▲0.0%295,6010.2%Consumer StaplesGEGE Aerospace$15,218,956$12,823,942 ▲535.4%59,1280.2%AerospaceTMOThermo Fisher Scientific$14,845,918$982,024 ▼-6.2%36,6150.2%MedicalIBMInternational Business Machines$14,676,507$539,153 ▼-3.5%49,7880.2%Computer and TechnologyIAUiShares Gold Trust$14,381,962$52,632 ▲0.4%230,6280.2%FinanceRFRegions Financial$14,352,445$71,313 ▼-0.5%610,2230.2%FinanceCTASCintas$14,310,260$618,687 ▼-4.1%64,2090.2%Business ServicesVTVVanguard Value ETF$14,242,063$52,669 ▼-0.4%80,5820.2%ETFVWOVanguard FTSE Emerging Markets ETF$14,141,801$587,832 ▼-4.0%285,9240.2%ETFCBSHCommerce Bancshares$14,074,231$304,944 ▼-2.1%226,3830.2%FinanceEFAiShares MSCI EAFE ETF$14,038,610$181,819 ▼-1.3%157,0490.2%FinanceUNHUnitedHealth Group$13,782,523$13,392,249 ▼-49.3%44,1790.2%MedicalSPYSPDR S&P 500 ETF Trust$13,500,023$19,771 ▲0.1%21,8500.2%FinanceWMWaste Management$13,498,092$164,293 ▲1.2%58,9900.2%Business ServicesBROBrown & Brown$13,062,149$7,983 ▼-0.1%117,8150.2%FinanceIWViShares Russell 3000 ETF$12,682,683$850,122 ▼-6.3%36,1330.2%ETFMARMarriott International$12,529,137$609,805 ▼-4.6%45,8590.2%Consumer DiscretionaryVUGVanguard Growth ETF$12,494,400$276,192 ▼-2.2%28,5000.2%ETFIWPiShares Russell Mid-Cap Growth ETF$12,437,238$1,204,990 ▼-8.8%89,6830.2%ETFBKBank of New York Mellon$12,373,285$139,216 ▲1.1%135,8060.2%FinanceIVEiShares S&P 500 Value ETF$12,227,429$706,052 ▼-5.5%62,5700.2%ETFGILDGilead Sciences$12,188,383$102,555 ▼-0.8%109,9340.2%MedicalZTSZoetis$11,982,730$84,681 ▼-0.7%76,8370.2%MedicalShowing 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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