13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000933429
Total reported value
$7.9B
$7.9B
2152 檔
22.3%
According to the latest 13F quarterly dataset, UMB Bank, n.a. managed an equity portfolio of $7.9B at the end of Q3 2025, spanning 2152 distinct U.S. exchange-listed positions.
In Q3 2025, UMB Bank, n.a. adopted a defensive or profit-taking posture, trimming 127 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 2152 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UMBF | Umb Financial CORP | Stock-Financials | 7.52% | +1.01% | -0.86% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.45% | +0.29% | -0.90% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.45% | -0.04% | -1.46% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.79% | -0.25% | -0.96% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.75% | +0.10% | -1.06% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.51% | +0.30% | -1.41% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.33% | +0.19% | -0.89% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.14% | +0.06% | -0.88% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.03% | -0.07% | -13.68% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.94% | -0.19% | -1.00% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.84% | +0.01% | -9.57% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.69% | -0.03% | +3.35% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 1.57% | — | +0.04% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.36% | -0.07% | -5.39% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.34% | -0.11% | -0.13% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.29% | +0.10% | +2.80% | |
| 17 | GVI | Ishares Intermediate Governm | ETF-Other | 1.23% | -0.13% | +3.18% | |
| 18 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.20% | -0.20% | -1.06% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.06% | +0.03% | -4.39% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.03% | -0.08% | -0.18% | |
| 21 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.03% | -0.12% | -0.38% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 0.99% | -0.10% | -1.92% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.97% | +0.02% | -1.05% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.96% | -0.09% | -1.47% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.07% | +7.29% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.92% | -0.21% | -0.84% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.90% | +0.16% | -9.17% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.85% | — | -2.74% | |
| 29 | CVX | Chevron CORP | Stock-Energy | 0.81% | -0.41% | -2.92% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.80% | -0.02% | -10.76% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.10% | +0.06% | |
| 32 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.72% | -0.07% | -0.80% | |
| 33 | APH | Amphenol Corp-cl A | Stock-Tech | 0.69% | +0.14% | -0.62% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.26% | -2.18% | |
| 35 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | +0.09% | +0.78% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.63% | -0.04% | -1.16% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.61% | -0.03% | -0.30% | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.61% | -0.10% | -1.23% | |
| 39 | BLK | Blackrock Inc | Stock-Financials | 0.61% | -0.05% | -1.26% | |
| 40 | NFLX | Netflix Inc | Stock-Comm Services | 0.59% | -0.14% | +1.53% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.58% | -0.13% | -1.64% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.57% | +0.08% | -0.43% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.55% | +0.03% | -1.28% | |
| 44 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.09% | -1.35% | |
| 45 | PH | Parker Hannifin CORP | Stock-Industrials | 0.49% | -0.13% | -0.48% | |
| 46 | WELL | Welltower Inc | Stock-Real Estate | 0.47% | — | -11.32% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.46% | +0.01% | -0.06% | |
| 48 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.46% | — | +9.35% | |
| 49 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.45% | +0.06% | +2.70% | |
| 50 | TXN | Texas Instruments Inc | Stock-Tech | 0.43% | +0.15% | -2.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -1.06% | Trim |
| 2 | AVGO | Broadcom Inc | +1% | -0.89% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.8% | -0.90% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | -0.96% | Trim |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.41% | Trim |
| 6 | APH | Amphenol Corp-cl A | +0.3% | -0.62% | Add |
| 7 | TSLA | Tesla Inc | +0.3% | -1.05% | Trim |
| 8 | ROL | Rollins Inc | +0.3% | +43.45% | Add |
| 9 | GE | General Electric | +0.2% | +4.27% | Add |
| 10 | ORCL | Oracle CORP | +0.2% | +0.06% | Trim |
| 11 | APO | Apollo Global Management Inc | +0.2% | +60.03% | Add |
| 12 | UMBF | Umb Financial CORP | +0.2% | -0.86% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.2% | -1.00% | Trim |
| 14 | DIS | Walt Disney Co/the | +0.2% | +119.77% | Add |
| 15 | CSGP | Costar Group Inc | +0.2% | +51.63% | Add |
| 16 | GEV | GE Vernova Inc | +0.2% | +736.38% | Add |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | -1.58% | Trim |
| 18 | CEG | Constellation Energy | +0.2% | +868.97% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.35% | Add |
| 20 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +2.80% | Add |
| 21 | KO | Coca-cola Co/the | +0.1% | +1.13% | Add |
| 22 | BX | Blackstone Inc | +0.1% | +0.74% | Add |
| 23 | UBER | Uber Technologies Inc | +0.1% | +11.52% | Add |
| 24 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.78% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | +2.70% | Trim |
| 26 | VRSN | Verisign Inc | +0.1% | -3.15% | Add |
| 27 | LRCX | Lam Research CORP | +0.1% | -2.17% | Add |
| 28 | ETN | Eaton Corporation plc | +0.1% | -0.43% | Trim |
| 29 | EQT | Eqt CORP | +0.1% | +2764.31% | Add |
| 30 | HOOD | Robinhood Markets Inc - A | +0.1% | +0.12% | Add |
| 31 | PM | Philip Morris International | +0.1% | -0.55% | Add |
| 32 | MDT | Medtronic plc | +0.1% | +65.84% | Add |
| 33 | AMD | Advanced Micro Devices | +0.1% | +0.39% | Add |
| 34 | NFLX | Netflix Inc | +0.1% | +1.53% | Trim |
| 35 | IEMG | Ishares Core Msci Emerging | +0.1% | +2.87% | Add |
| 36 | APP | Applovin Corp-class A | +0.1% | -0.91% | Add |
| 37 | TJX | Tjx Companies Inc | +0.1% | -0.38% | Trim |
| 38 | JNJ | Johnson & Johnson | +0.1% | +7.29% | Add |
| 39 | IAU | Ishares Gold Trust | +0.1% | +11.62% | Add |
| 40 | WFC | Wells Fargo & Co | +0.1% | +52.74% | Add |
| 41 | MRVL | Marvell Technology Inc | +0.1% | +1823.57% | Add |
| 42 | MNST | Monster Beverage CORP | +0.1% | +2436.30% | Add |
| 43 | BLK | Blackrock Inc | +0.1% | -1.26% | Trim |
| 44 | PH | Parker Hannifin CORP | +0.1% | -0.48% | Trim |
| 45 | CAT | Caterpillar Inc | +0.1% | -2.53% | Trim |
| 46 | KLAC | Kla CORP | +0.1% | +1.65% | Add |
| 47 | BKNG | Booking Holdings Inc | +0.1% | -0.49% | Add |
| 48 | BAC | Bank Of America CORP | 0% | -1.28% | Trim |
| 49 | MS | Morgan Stanley | 0% | -3.88% | Trim |
| 50 | IWB | Ishares Russell 1000 ETF | 0% | +8.94% | Add |
According to official SEC Form 13F filings, UMB Bank, n.a. reported a total U.S. public equity portfolio value of $7.9B across 2152 disclosed positions in Q3 2025.
During Q3 2025, UMB Bank, n.a.'s top holdings by market value included UMBF (7.5%)、IVV (6.5%)、AAPL (4.5%). The largest single position, UMBF, represented 7.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including UMBF, IVV, AAPL) accounted for 22.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
PTY
市值: $1.4M
Top Position Liquidated / Trimmed
DFSEUR
前期市值: $1.6M
In Q3 2025, UMB Bank, n.a. made 198 total portfolio adjustments, initiating 5 new buys, adding to 63 positions, trimming 127 holdings, and fully liquidating 3 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.