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

About Umb Bank, N.A.

Investment Activity

  • Umb Bank, N.A. has $6.07 billion in total holdings as of June 30, 2025.
  • Umb Bank, N.A. owns shares of 2,105 different stocks, but just 83 companies or ETFs make up 80% of its holdings.
  • This quarter, Umb Bank, N.A. has purchased 2,105 new stocks and bought additional shares in 0 stocks.
  • Umb Bank, N.A. sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

UMB Financial
$444,575,725
Apple
$293,009,684
Microsoft
$191,770,985
Berkshire Hathaway
$169,269,620

Sector Allocation Over Time

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

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
UMB Financial Corporation stock logo
UMBF
UMB Financial
$444,575,7250.0%4,397,3867.3%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$344,454,2520.0%613,0175.7%ETF
Apple Inc. stock logo
AAPL
Apple
$293,009,6840.0%1,319,0914.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$191,770,9850.0%510,8583.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$169,269,6200.0%2122.8%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$151,638,9020.0%1,399,1412.5%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$135,320,7130.0%711,2412.2%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$131,710,0700.0%2,257,2422.2%ETF
The Progressive Corporation stock logo
PGR
Progressive
$122,148,2480.0%431,6042.0%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$120,527,1890.0%779,4052.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$106,537,2240.0%434,3141.8%Finance
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$93,865,6880.0%1,240,7891.5%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$89,046,6780.0%521,0761.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$86,113,2700.0%91,0501.4%Retail/Wholesale
iShares Intermediate Government/Credit Bond ETF stock logo
GVI
iShares Intermediate Government/Credit Bond ETF
$84,780,1650.0%799,6621.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$82,642,1080.0%493,5921.4%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$80,893,2790.0%140,3521.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$79,924,8130.0%150,0711.3%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$76,458,8650.0%731,1741.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$74,518,5560.0%90,2261.2%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$69,496,4050.0%816,9321.1%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$67,081,6660.0%122,3851.1%Business Services
Chevron Corporation stock logo
CVX
Chevron
$62,028,1210.0%370,7821.0%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$60,710,9010.0%165,6551.0%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$58,946,8150.0%483,9641.0%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$57,258,8550.0%163,3820.9%Business Services
Walmart Inc. stock logo
WMT
Walmart
$55,269,4240.0%629,5640.9%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$52,547,8970.0%316,8590.9%Medical
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$51,052,3820.0%1,004,3750.8%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$49,661,2400.0%291,4050.8%Consumer Staples
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$48,669,2480.0%409,2260.8%Energy
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$45,622,2910.0%87,1070.8%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$44,387,0580.0%30,9840.7%Retail/Wholesale
McDonald's Corporation stock logo
MCD
McDonald's
$41,122,2610.0%131,6460.7%Retail/Wholesale
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$40,843,3330.0%307,9030.7%Medical
Tesla, Inc. stock logo
TSLA
Tesla
$39,656,6630.0%153,0200.7%Auto/Tires/Trucks
LINDE PLC
$37,907,2870.0%81,4090.6%SHS
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$35,197,8060.0%496,5130.6%Utilities
Welltower Inc. stock logo
WELL
Welltower
$34,119,1010.0%222,6950.6%Finance
BLACKROCK INC
$34,106,4070.0%36,0350.6%None
Netflix, Inc. stock logo
NFLX
Netflix
$31,669,6520.0%33,9610.5%Consumer Discretionary
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$31,281,8270.0%156,8090.5%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$30,806,3380.0%738,2300.5%Finance
Oracle Corporation stock logo
ORCL
Oracle
$30,069,4960.0%215,0740.5%Computer and Technology
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$29,493,2620.0%164,1250.5%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$28,820,5040.0%106,0240.5%Industrials
Union Pacific Corporation stock logo
UNP
Union Pacific
$27,154,8430.0%114,9460.4%Transportation
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$26,763,6360.0%44,0300.4%Industrials
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$26,751,0630.0%810,8840.4%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$26,483,3820.0%289,3410.4%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$25,515,1320.0%95,0780.4%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$24,287,6020.0%39,5570.4%Computer and Technology
Honeywell International Inc. stock logo
HON
Honeywell International
$23,709,0120.0%111,9670.4%Multi-Sector Conglomerates
Conagra Brands stock logo
CAG
Conagra Brands
$23,679,6800.0%887,8770.4%Consumer Staples
Duke Energy Corporation stock logo
DUK
Duke Energy
$23,125,2680.0%189,5980.4%Utilities
Accenture PLC stock logo
ACN
Accenture
$23,079,1020.0%73,9620.4%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$21,830,2450.0%106,4890.4%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$21,677,9870.0%103,4650.4%Medical
Amphenol Corporation stock logo
APH
Amphenol
$21,654,0790.0%330,1430.4%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$20,949,8490.0%179,5650.3%Finance
LIBERTY GLOBAL LTD
$19,842,6530.0%1,755,9870.3%COM CL B
Alphabet Inc. stock logo
GOOG
Alphabet
$19,736,8490.0%126,3320.3%Computer and Technology
CME Group Inc. stock logo
CME
CME Group
$19,441,2470.0%73,2830.3%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$19,424,8110.0%39,0370.3%Medical
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$19,116,2790.0%313,4330.3%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$18,091,2220.0%36,5280.3%Medical
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$18,005,0280.0%193,9570.3%ETF
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$17,777,5690.0%58,1860.3%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$17,753,9710.0%328,9600.3%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$17,499,0300.0%110,2440.3%Consumer Staples
Copart, Inc. stock logo
CPRT
Copart
$17,375,9590.0%307,0500.3%Business Services
Paychex, Inc. stock logo
PAYX
Paychex
$17,293,7080.0%112,0930.3%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$17,124,7690.0%67,5480.3%Basic Materials
RTX Corporation stock logo
RTX
RTX
$16,943,3560.0%127,9130.3%Aerospace
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$16,658,0470.0%97,6210.3%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$16,416,7850.0%49,7780.3%Industrials
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$16,064,1050.0%118,3970.3%ETF
Lamb Weston stock logo
LW
Lamb Weston
$15,751,1630.0%295,5190.3%Consumer Staples
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$15,620,4280.0%50,9240.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$14,720,9590.0%98,1790.2%Consumer Staples
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$14,665,1430.0%117,8870.2%Finance
Commerce Bancshares, Inc. stock logo
CBSH
Commerce Bancshares
$14,393,0520.0%231,2880.2%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$13,971,2110.0%80,8800.2%ETF
Cintas Corporation stock logo
CTAS
Cintas
$13,767,4270.0%66,9850.2%Business Services
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$13,548,0650.0%229,7840.2%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$13,490,5500.0%58,2720.2%Business Services
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$13,478,8360.0%297,8090.2%ETF
LPL Financial Holdings Inc. stock logo
LPLA
LPL Financial
$13,450,3610.0%41,1150.2%Finance
Regions Financial Corporation stock logo
RF
Regions Financial
$13,326,0310.0%613,2550.2%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$13,309,0740.0%148,2740.2%Medical
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$13,001,8530.0%159,0830.2%Finance
Prologis, Inc. stock logo
PLD
Prologis
$12,992,9050.0%116,2260.2%Finance
International Business Machines Corporation stock logo
IBM
International Business Machines
$12,835,0830.0%51,6170.2%Computer and Technology
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$12,831,2040.0%9,6840.2%Energy
Zoetis Inc. stock logo
ZTS
Zoetis
$12,740,6170.0%77,3800.2%Medical
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$12,613,1560.0%66,1830.2%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$12,421,7510.0%110,8590.2%Medical
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$12,246,6100.0%38,5550.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,204,7710.0%21,8180.2%Finance
PALANTIR TECHNOLOGIES INC
$11,889,5130.0%140,8710.2%CL A

Showing largest 100 holdings. View all holdings.
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