Umb Bank, N.a.

Investment Portfolio & 13F Holdings Analysis

About

UMB Bank, n.a. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 2105 holdings worth $5.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 2,105
Total Value: 5244589753
Accession Number: 0000933429-25-000006
Form Type: 13F-HR
CIK: 0000933429
Manager Name: Umb Bank, N.a.

Data Enrichment

91% identified

1,915 identified190 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

2,105 positions • $5,244,589.753K total value

2,105 positions

Manager:

SEC FilingSEC DataHachi Filing

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UMB FINANCIAL CORP

UMBF|902788108

Value:

$367.1B(-11.2%)

464287200

IVV|464287200

Value:

$336.2B(+4.5%)

Apple Inc.

AAPL|037833100

Value:

$274.7B(-12.3%)

MICROSOFT CORP

MSFT|594918104

Value:

$181.9B(-13.1%)

NVIDIA CORP

NVDA|67066G104

Value:

$150.3B(-19.7%)

464287507

IJH|464287507

Value:

$131.6B(-9.5%)

AMAZON COM INC

AMZN|023135106

Value:

$126.1B(-18.0%)

Alphabet Inc.

GOOGL|02079K305

Value:

$115.1B(-19.4%)

JPMORGAN CHASE & CO

JPM|46625H100

Value:

$100.3B(-7.2%)

46432F842

IEFA|46432F842

Value:

$93.4B(-4.3%)

46432F339

QUAL|46432F339

Value:

$89.0B(+16.2%)

464288612

Value:

$84.8B(-27.0%)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Value:

$80.6B(-1.4%)

Meta Platforms, Inc.

META|30303M102

Value:

$79.6B(-1.9%)

464287804

IJR|464287804

Value:

$76.2B(-15.5%)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Value:

$74.4B(+17.6%)

Broadcom Inc.

AVGO|11135F101

Value:

$72.4B(-29.4%)

ELI LILLY & Co

LLY|532457108

Value:

$72.2B(+1.9%)

464287499

IWR|464287499

Value:

$69.5B(+11.8%)

HOME DEPOT, INC.

HD|437076102

Value:

$59.9B(-7.0%)

Instrument	Shares		Other Manager	Value
Umb Financial Corp(UMBFcusip902788108)	—	QoQ - YoY -	All Managers (Combined)	$367.1M	QoQ -11.23% (-$46.4M) YoY -5.89% (-$23.0M)
(IVVcusip464287200)	—	QoQ - YoY -	All Managers (Combined)	$336.2M	QoQ +4.47% (+$14.4M) YoY +19.84% (+$55.7M)
Apple Inc.(AAPLcusip037833100)	—	QoQ - YoY -	All Managers (Combined)	$274.7M	QoQ -12.32% (-$38.6M) YoY +21.11% (+$47.9M)
Microsoft Corp(MSFTcusip594918104)	—	QoQ - YoY -	All Managers (Combined)	$181.9M	QoQ -13.09% (-$27.4M) YoY -20.10% (-$45.8M)
Nvidia Corp(NVDAcusip67066G104)	—	QoQ - YoY -	All Managers (Combined)	$150.3M	QoQ -19.73% (-$37.0M) YoY +9.10% (+$12.5M)
(IJHcusip464287507)	—	QoQ - YoY -	All Managers (Combined)	$131.6M	QoQ -9.46% (-$13.8M) YoY -5.61% (-$7.8M)
Amazon Com Inc(AMZNcusip023135106)	—	QoQ - YoY -	All Managers (Combined)	$126.1M	QoQ -17.97% (-$27.7M) YoY -3.77% (-$5.0M)
Alphabet Inc.(GOOGLcusip02079K305)	—	QoQ - YoY -	All Managers (Combined)	$115.1M	QoQ -19.41% (-$27.7M) YoY -3.30% (-$3.9M)
Jpmorgan Chase & Co(JPMcusip46625H100)	—	QoQ - YoY -	All Managers (Combined)	$100.3M	QoQ -7.22% (-$7.8M) YoY +6.34% (+$6.0M)
(IEFAcusip46432F842)	—	QoQ - YoY -	All Managers (Combined)	$93.4M	QoQ -4.27% (-$4.2M) YoY -10.42% (-$10.9M)
(QUALcusip46432F339)	—	QoQ - YoY -	All Managers (Combined)	$89.0M	QoQ +16.17% (+$12.4M) YoY +51.43% (+$30.2M)
(cusip464288612)✕	—	QoQ - YoY -	All Managers (Combined)	$84.8M	QoQ -26.98% (-$31.3M) YoY -16.15% (-$16.3M)
Costco Wholesale Corp /New(COSTcusip22160K105)	—	QoQ - YoY -	All Managers (Combined)	$80.6M	QoQ -1.35% (-$1.1M) YoY -0.59% (-$481.2K)
Meta Platforms, Inc.(METAcusip30303M102)	—	QoQ - YoY -	All Managers (Combined)	$79.6M	QoQ -1.91% (-$1.6M) YoY +31.35% (+$19.0M)
(IJRcusip464287804)	—	QoQ - YoY -	All Managers (Combined)	$76.2M	QoQ -15.54% (-$14.0M) YoY -18.70% (-$17.5M)
Berkshire Hathaway Inc(BRK-Bcusip084670702)	—	QoQ - YoY -	All Managers (Combined)	$74.4M	QoQ +17.62% (+$11.1M) YoY +18.92% (+$11.8M)
Broadcom Inc.(AVGOcusip11135F101)	—	QoQ - YoY -	All Managers (Combined)	$72.4M	QoQ -29.43% (-$30.2M) YoY +11.60% (+$7.5M)
Eli Lilly & Co(LLYcusip532457108)	—	QoQ - YoY -	All Managers (Combined)	$72.2M	QoQ +1.90% (+$1.3M) YoY -21.62% (-$19.9M)
(IWRcusip464287499)	—	QoQ - YoY -	All Managers (Combined)	$69.5M	QoQ +11.82% (+$7.4M) YoY +32.75% (+$17.1M)
Home Depot, Inc.(HDcusip437076102)	—	QoQ - YoY -	All Managers (Combined)	$59.9M	QoQ -7.02% (-$4.5M) YoY -3.10% (-$1.9M)