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CIK: 0000933429
Total reported value
$7.9B
$7.9B
2144 檔
17.7%
The Q1 2024 SEC filing reveals that UMB Bank, n.a. held a total portfolio value of $7.9B, covering 2144 public equity positions.
During Q1 2024, UMB Bank, n.a.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including UMBF, IVV, MSFT) accounted for 17.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 2144 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UMBF | Umb Financial CORP | Stock-Financials | 7.22% | +1.01% | -1.20% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.53% | +0.29% | +3.00% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.87% | -0.25% | -2.48% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.87% | -0.04% | -0.17% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.66% | -0.07% | -52.85% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | +0.06% | -3.75% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.23% | +0.01% | +371.04% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.22% | +0.10% | +4.57% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.13% | +0.30% | -26.92% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.67% | -0.03% | +1.17% | |
| 11 | GVI | Ishares Intermediate Governm | ETF-Other | 1.60% | -0.13% | -22.10% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.19% | -2.00% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 1.57% | -0.10% | -1.51% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.53% | +0.16% | -7.10% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.50% | -0.20% | -25.09% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.49% | +0.03% | -3.77% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.42% | — | +0.14% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.30% | -0.08% | -4.74% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 1.18% | +0.19% | -0.89% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.07% | -0.12% | -45.95% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.09% | -1.35% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.99% | -0.41% | -1.77% | |
| 23 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.98% | -0.07% | -37.85% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.98% | -0.11% | +1.08% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | — | -1.18% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 0.95% | -0.09% | -10.28% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.93% | -0.07% | +4.53% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.07% | -2.48% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.83% | +0.10% | +6.31% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.83% | +0.02% | -18.97% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.26% | -5.28% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.77% | -0.21% | +230.76% | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.04% | -10.51% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.74% | +0.08% | -11.64% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | -0.02% | -50.79% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.67% | -0.09% | -0.75% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.66% | +0.09% | -3.06% | |
| 38 | LIN | Linde plc | Stock-Materials | 0.65% | -0.03% | -22.89% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.03% | -1.16% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.13% | -19.65% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.60% | -0.02% | -61.71% | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.59% | -0.03% | -0.58% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.01% | +9.49% | |
| 44 | PH | Parker Hannifin CORP | Stock-Industrials | 0.52% | -0.13% | -0.28% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.50% | — | -5.21% | |
| 46 | LW | Lamb Weston Holdings Inc | Stock-Consumer Staples | 0.49% | -0.01% | +0.04% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.49% | +0.06% | -54.63% | |
| 48 | TXN | Texas Instruments Inc | Stock-Tech | 0.48% | +0.15% | -6.91% | |
| 49 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.48% | -0.03% | -79.89% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.48% | +0.03% | -2.06% |
According to official SEC Form 13F filings, UMB Bank, n.a. reported a total U.S. public equity portfolio value of $7.9B across 2144 disclosed positions in Q1 2024.
During Q1 2024, UMB Bank, n.a.'s top holdings by market value included UMBF (7.2%)、IVV (4.5%)、MSFT (3.9%). The largest single position, UMBF, represented 7.2% of total portfolio value.
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In Q1 2024, UMB Bank, n.a. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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