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CIK: 0000933429
Total reported value
$7.9B
$7.9B
2136 檔
19.6%
During the Q3 2024 filing period, UMB Bank, n.a. (CIK: 0000933429) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $7.9B across 2136 reported positions.
During Q3 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 2136 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UMBF | Umb Financial CORP | Stock-Financials | 7.69% | +1.01% | -8.13% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.99% | +0.29% | -0.19% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.96% | -0.04% | -1.97% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.68% | -0.25% | -4.15% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.73% | +0.10% | -2.46% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.32% | +0.01% | -0.44% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.30% | -0.07% | -0.47% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.21% | +0.06% | -2.67% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.08% | +0.30% | -2.39% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-Other | 1.78% | -0.13% | +5.12% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.77% | -0.03% | +0.47% | |
| 12 | PGR | Progressive CORP | Stock-Financials | 1.71% | — | -0.22% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.63% | +0.16% | -2.45% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.59% | -0.19% | -2.06% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.54% | -0.20% | -3.77% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.49% | +0.03% | -2.47% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 1.40% | +0.19% | +817.62% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.11% | -1.20% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.13% | -0.08% | -1.47% | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.11% | -0.07% | +10.02% | |
| 21 | HD | Home Depot Inc | Stock-Consumer Disc | 1.00% | -0.09% | -2.58% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.00% | — | -1.12% | |
| 23 | MA | Mastercard Inc - A | Stock-Financials | 0.97% | -0.10% | -2.24% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.21% | -2.23% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.90% | +0.10% | -0.18% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.41% | -2.01% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.26% | -0.44% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.02% | +12.60% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.82% | -0.09% | -2.96% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.82% | -0.07% | -2.09% | |
| 31 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.80% | -0.12% | +11.10% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.79% | -0.04% | +7.28% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.66% | +0.08% | -3.07% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.13% | -1.28% | |
| 35 | INTU | Intuit Inc | Stock-Tech | 0.62% | -0.09% | -29.50% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | -0.02% | -2.28% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.62% | -0.03% | -2.47% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.61% | -0.07% | -2.41% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.59% | +0.09% | +0.07% | |
| 40 | PH | Parker Hannifin CORP | Stock-Industrials | 0.57% | -0.13% | -2.37% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.03% | -2.70% | |
| 42 | ✓ | Liberty Global LTD | Stock-Other | 0.57% | — | — | |
| 43 | TXN | Texas Instruments Inc | Stock-Tech | 0.54% | +0.15% | -2.07% | |
| 44 | BLKCHF | Blackrock Inc | Stock-Other | 0.54% | — | -2.96% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | +0.03% | -2.51% | |
| 46 | DHR | Danaher CORP | Stock-Healthcare | 0.49% | -0.02% | +19.25% | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.47% | +0.02% | +45.86% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.46% | — | -2.23% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.46% | -0.10% | -1.59% | |
| 50 | CAG | Conagra Brands Inc | Stock-Consumer Staples | 0.45% | -0.04% | +2.59% |
According to official SEC Form 13F filings, UMB Bank, n.a. reported a total U.S. public equity portfolio value of $7.9B across 2136 disclosed positions in Q3 2024.
During Q3 2024, UMB Bank, n.a.'s top holdings by market value included UMBF (7.7%)、IVV (5.0%)、AAPL (5.0%). The largest single position, UMBF, represented 7.7% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including UMBF, IVV, AAPL) accounted for 19.6% of total reported equity market value during Q3 2024.
In Q3 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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