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CIK: 0000933429
Total reported value
$7.9B
$7.9B
2125 檔
20.1%
In Q2 2025, UMB Bank, n.a.'s U.S. equity holdings reached a combined market value of $7.9B, distributed across 2125 disclosed stock positions.
During Q2 2025, 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 20.1% of total reported equity market value during Q2 2025.
Showing top 200 holdings (of 2125 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UMBF | Umb Financial CORP | Stock-Financials | 7.13% | +1.01% | -1.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.40% | +0.29% | +7.89% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.89% | -0.25% | -1.81% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.86% | -0.04% | -8.57% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.40% | +0.10% | -1.31% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.41% | -0.07% | — | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.28% | +0.06% | -6.23% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.08% | +0.19% | -1.91% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.04% | +0.01% | -6.31% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.96% | +0.30% | -8.54% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.91% | -0.19% | -2.60% | |
| 12 | PGR | Progressive CORP | Stock-Financials | 1.79% | — | -0.01% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.65% | -0.03% | +2.37% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.43% | -0.11% | -11.39% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.43% | -0.07% | -3.83% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.37% | -0.20% | -2.47% | |
| 17 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.26% | +0.10% | +7.97% | |
| 18 | GVI | Ishares Intermediate Governm | ETF-Other | 1.26% | -0.13% | -5.44% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.08% | +0.03% | -13.51% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.16% | -2.64% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.06% | -0.10% | -1.48% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.08% | -7.23% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.98% | -0.02% | +8.68% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.21% | -2.41% | |
| 25 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.93% | -0.12% | +0.23% | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 0.93% | -0.09% | -1.74% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | — | -1.40% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.41% | -1.69% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.07% | +0.30% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | +0.02% | -1.71% | |
| 31 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.04% | -3.90% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.69% | -0.14% | -3.12% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.68% | -0.26% | -0.97% | |
| 34 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.10% | +1.58% | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.65% | -0.07% | +1382.69% | |
| 36 | LIN | Linde plc | Stock-Materials | 0.64% | -0.03% | +7.46% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.60% | +0.09% | +14.08% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.10% | -18.62% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.13% | -0.54% | |
| 40 | APH | Amphenol Corp-cl A | Stock-Tech | 0.59% | +0.14% | +15.46% | |
| 41 | BLK | Blackrock Inc | Stock-Financials | 0.58% | -0.05% | -0.85% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.57% | +0.08% | -2.73% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.54% | +0.03% | -1.26% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.53% | +0.15% | -0.69% | |
| 45 | NEE | Nextera Energy Inc | Stock-Utilities | 0.52% | -0.09% | -3.02% | |
| 46 | WELL | Welltower Inc | Stock-Real Estate | 0.49% | — | -8.89% | |
| 47 | PH | Parker Hannifin CORP | Stock-Industrials | 0.48% | -0.13% | +0.45% | |
| 48 | INTU | Intuit Inc | Stock-Tech | 0.47% | -0.09% | -3.43% | |
| 49 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.45% | +0.01% | -0.16% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.45% | -0.01% | +43.72% |
According to official SEC Form 13F filings, UMB Bank, n.a. reported a total U.S. public equity portfolio value of $7.9B across 2125 disclosed positions in Q2 2025.
During Q2 2025, UMB Bank, n.a.'s top holdings by market value included UMBF (7.1%)、IVV (6.4%)、MSFT (3.9%). The largest single position, UMBF, represented 7.1% of total portfolio value.
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In Q2 2025, 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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