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CIK: 0000933429
Total reported value
$7.9B
$7.9B
2131 檔
18.5%
According to the latest 13F quarterly dataset, UMB Bank, n.a. managed an equity portfolio of $7.9B at the end of Q2 2024, spanning 2131 distinct U.S. exchange-listed positions.
During Q2 2024, UMB Bank, n.a.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2131 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UMBF | Umb Financial CORP | Stock-Financials | 7.00% | +1.01% | -2.40% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.99% | +0.29% | +2.14% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.82% | -0.04% | -2.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.20% | -0.25% | -1.38% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.00% | +0.10% | +854.86% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.48% | +0.06% | -0.22% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.47% | +0.30% | -7.48% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.31% | +0.01% | +3.87% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.16% | -0.07% | -18.87% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.79% | +0.16% | -2.71% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.73% | -0.03% | +2.24% | |
| 12 | GVI | Ishares Intermediate Governm | ETF-Other | 1.72% | -0.13% | +4.06% | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.19% | -0.50% | |
| 14 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.62% | -0.20% | -10.44% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.50% | +0.19% | +1.24% | |
| 16 | PGR | Progressive CORP | Stock-Financials | 1.47% | — | +0.01% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.47% | +0.03% | -1.07% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.17% | -0.11% | +11.26% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.06% | -0.08% | -18.25% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.01% | -0.07% | +1.04% | |
| 21 | CVX | Chevron CORP | Stock-Energy | 1.00% | -0.41% | -1.66% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.99% | — | +0.29% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 0.99% | -0.09% | -1.17% | |
| 24 | MA | Mastercard Inc - A | Stock-Financials | 0.93% | -0.10% | -37.15% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.92% | -0.09% | -1.13% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.89% | -0.26% | +12.22% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.88% | +0.10% | +5.84% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.21% | -2.80% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.07% | -0.70% | |
| 30 | NEE | Nextera Energy Inc | Stock-Utilities | 0.75% | -0.09% | -3.19% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.04% | -6.39% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.71% | -0.12% | -41.07% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.69% | +0.02% | -21.59% | |
| 34 | ETN | Eaton Corporation plc | Stock-Industrials | 0.68% | +0.08% | -12.11% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.02% | -4.39% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.61% | -0.03% | -3.87% | |
| 37 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.60% | -0.07% | -36.67% | |
| 38 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.60% | -0.03% | -3.65% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.13% | -0.64% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.57% | +0.03% | +9.69% | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.57% | +0.09% | -13.03% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.57% | -0.01% | -0.27% | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.55% | +0.15% | -1.26% | |
| 44 | ✓ | Liberty Global LTD | Stock-Other | 0.50% | — | — | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.50% | -0.13% | +1.12% | |
| 46 | BLKCHF | Blackrock Inc | Stock-Other | 0.49% | — | +5.46% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.47% | +0.14% | +102.50% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | — | -4.78% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.10% | +0.31% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.44% | — | -2.12% |
According to official SEC Form 13F filings, UMB Bank, n.a. reported a total U.S. public equity portfolio value of $7.9B across 2131 disclosed positions in Q2 2024.
During Q2 2024, UMB Bank, n.a.'s top holdings by market value included UMBF (7.0%)、IVV (5.0%)、AAPL (4.8%). The largest single position, UMBF, represented 7.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including UMBF, IVV, AAPL) accounted for 18.5% of total reported equity market value during Q2 2024.
In Q2 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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