Filed: 4/14/2025ACC: 0000933429-25-000006
📋 What this filing means
UMB BANK, N.A. filed this quarterly 13F‑HR report disclosing 2105 equity positions with a total reported market value of $6.07B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2105
Positions
$6.07B
Total AUM (reported)
50.79M
Total Shares
Allocation by class
COM$3.60B59.4%
CL A$400.78M6.6%
CORE S&P500 ETF$344.45M5.7%
CORE S&P MCP ETF$131.71M2.2%
CAP STK CL A$120.53M2.0%
CORE MSCI EAFE$93.87M1.5%
MSCI USA QLT FCT$89.05M1.5%
Portfolio Concentration
Top 3$1.08B17.8%
4–10$1.02B16.8%
11–25$1.17B19.3%
Rest$2.79B46.0%
Top 3 weight
17.8%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 50.79M
Sole
Full voting authority
32.09M
shares
% of voting shares63.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.70M
shares
% of voting shares36.8%
Investment Discretion (by position count)
Sole1070
Shared0
Other1035
Dominant voting typeSole · 63.2% of voting shares
Institutional Holdings2105
Rows:
UMB FINL CORP
DFNDShares4.40M
TypeSH
Market value$444.58M
7.33%
Sole
0.00
Shared
0.00
None
4.40M
ISHARES TR
DFNDShares613.02K
TypeSH
Market value$344.45M
5.68%
Sole
557.64K
Shared
0.00
None
55.38K
APPLE INC
DFNDShares1.32M
TypeSH
Market value$293.01M
4.83%
Sole
1.11M
Shared
0.00
None
211.84K
MICROSOFT CORP
DFNDShares510.86K
TypeSH
Market value$191.77M
3.16%
Sole
436.71K
Shared
0.00
None
74.14K
BERKSHIRE HATHAWAY INC DEL
DFNDShares212.00
TypeSH
Market value$169.27M
2.79%
Sole
6.00
Shared
0.00
None
206.00
NVIDIA CORPORATION
DFNDShares1.40M
TypeSH
Market value$151.64M
2.50%
Sole
1.26M
Shared
0.00
None
136.98K
AMAZON COM INC
DFNDShares711.24K
TypeSH
Market value$135.32M
2.23%
Sole
607.50K
Shared
0.00
None
103.74K
ISHARES TR
DFNDShares2.26M
TypeSH
Market value$131.71M
2.17%
Sole
2.11M
Shared
0.00
None
147.60K
PROGRESSIVE CORP
DFNDShares431.60K
TypeSH
Market value$122.15M
2.01%
Sole
3.86K
Shared
0.00
None
427.75K
ALPHABET INC
DFNDShares779.40K
TypeSH
Market value$120.53M
1.99%
Sole
679.84K
Shared
0.00
None
99.56K
JPMORGAN CHASE & CO.
DFNDShares434.31K
TypeSH
Market value$106.54M
1.76%
Sole
374.57K
Shared
0.00
None
59.74K
ISHARES TR
DFNDShares1.24M
TypeSH
Market value$93.87M
1.55%
Sole
1.20M
Shared
0.00
None
44.76K
ISHARES TR
DFNDShares521.08K
TypeSH
Market value$89.05M
1.47%
Sole
499.32K
Shared
0.00
None
21.76K
COSTCO WHSL CORP NEW
DFNDShares91.05K
TypeSH
Market value$86.11M
1.42%
Sole
77.39K
Shared
0.00
None
13.66K
ISHARES TR
DFNDShares799.66K
TypeSH
Market value$84.78M
1.40%
Sole
758.22K
Shared
0.00
None
41.45K
BROADCOM INC
DFNDShares493.59K
TypeSH
Market value$82.64M
1.36%
Sole
393.42K
Shared
0.00
None
100.17K
META PLATFORMS INC
DFNDShares140.35K
TypeSH
Market value$80.89M
1.33%
Sole
124.24K
Shared
0.00
None
16.11K
BERKSHIRE HATHAWAY INC DEL
DFNDShares150.07K
TypeSH
Market value$79.92M
1.32%
Sole
102.77K
Shared
0.00
None
47.30K
ISHARES TR
DFNDShares731.17K
TypeSH
Market value$76.46M
1.26%
Sole
678.18K
Shared
0.00
None
52.99K
ELI LILLY & CO
DFNDShares90.23K
TypeSH
Market value$74.52M
1.23%
Sole
77.39K
Shared
0.00
None
12.83K
ISHARES TR
SOLEShares816.93K
TypeSH
Market value$69.50M
1.15%
Sole
751.24K
Shared
0.00
None
65.70K
MASTERCARD INCORPORATED
DFNDShares122.39K
TypeSH
Market value$67.08M
1.11%
Sole
96.93K
Shared
0.00
None
25.46K
CHEVRON CORP NEW
DFNDShares370.78K
TypeSH
Market value$62.03M
1.02%
Sole
322.78K
Shared
0.00
None
48K
HOME DEPOT INC
DFNDShares165.66K
TypeSH
Market value$60.71M
1.00%
Sole
149.64K
Shared
0.00
None
16.01K
TJX COS INC NEW
DFNDShares483.96K
TypeSH
Market value$58.95M
0.97%
Sole
176.37K
Shared
0.00
None
307.60K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UMB FINL CORPDFND | COM | 4.40M | SH | $444.58M 7.33% | 0.00 | 0.00 | 4.40M |
ISHARES TRDFND | CORE S&P500 ETF | 613.02K | SH | $344.45M 5.68% | 557.64K | 0.00 | 55.38K |
APPLE INCDFND | COM | 1.32M | SH | $293.01M 4.83% | 1.11M | 0.00 | 211.84K |
MICROSOFT CORPDFND | COM | 510.86K | SH | $191.77M 3.16% | 436.71K | 0.00 | 74.14K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 212.00 | SH | $169.27M 2.79% | 6.00 | 0.00 | 206.00 |
NVIDIA CORPORATIONDFND | COM | 1.40M | SH | $151.64M 2.50% | 1.26M | 0.00 | 136.98K |
AMAZON COM INCDFND | COM | 711.24K | SH | $135.32M 2.23% | 607.50K | 0.00 | 103.74K |
ISHARES TRDFND | CORE S&P MCP ETF | 2.26M | SH | $131.71M 2.17% | 2.11M | 0.00 | 147.60K |
PROGRESSIVE CORPDFND | COM | 431.60K | SH | $122.15M 2.01% | 3.86K | 0.00 | 427.75K |
ALPHABET INCDFND | CAP STK CL A | 779.40K | SH | $120.53M 1.99% | 679.84K | 0.00 | 99.56K |
JPMORGAN CHASE & CO.DFND | COM | 434.31K | SH | $106.54M 1.76% | 374.57K | 0.00 | 59.74K |
ISHARES TRDFND | CORE MSCI EAFE | 1.24M | SH | $93.87M 1.55% | 1.20M | 0.00 | 44.76K |
ISHARES TRDFND | MSCI USA QLT FCT | 521.08K | SH | $89.05M 1.47% | 499.32K | 0.00 | 21.76K |
COSTCO WHSL CORP NEWDFND | COM | 91.05K | SH | $86.11M 1.42% | 77.39K | 0.00 | 13.66K |
ISHARES TRDFND | INTRM GOV CR ETF | 799.66K | SH | $84.78M 1.40% | 758.22K | 0.00 | 41.45K |
BROADCOM INCDFND | COM | 493.59K | SH | $82.64M 1.36% | 393.42K | 0.00 | 100.17K |
META PLATFORMS INCDFND | CL A | 140.35K | SH | $80.89M 1.33% | 124.24K | 0.00 | 16.11K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 150.07K | SH | $79.92M 1.32% | 102.77K | 0.00 | 47.30K |
ISHARES TRDFND | CORE S&P SCP ETF | 731.17K | SH | $76.46M 1.26% | 678.18K | 0.00 | 52.99K |
ELI LILLY & CODFND | COM | 90.23K | SH | $74.52M 1.23% | 77.39K | 0.00 | 12.83K |
ISHARES TRSOLE | RUS MID CAP ETF | 816.93K | SH | $69.50M 1.15% | 751.24K | 0.00 | 65.70K |
MASTERCARD INCORPORATEDDFND | CL A | 122.39K | SH | $67.08M 1.11% | 96.93K | 0.00 | 25.46K |
CHEVRON CORP NEWDFND | COM | 370.78K | SH | $62.03M 1.02% | 322.78K | 0.00 | 48K |
HOME DEPOT INCDFND | COM | 165.66K | SH | $60.71M 1.00% | 149.64K | 0.00 | 16.01K |
TJX COS INC NEWDFND | COM | 483.96K | SH | $58.95M 0.97% | 176.37K | 0.00 | 307.60K |
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