Umb Bank, N.a. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Umb Bank, N.a.

CIK Number: 0000933429

6.42B
Market Value
2,072
# of Holdings
16 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 UMBF UMB Financial C...
121.99
-0.33% 4.4M -0.26% 444.58M 62.45 7.33% Share
2 IVV iShares Core S&...
655.48
+0.28% 613.02K +9.52% 344.45M 299.59 5.68% Share
3 AAPL Apple Inc.
226.79
-3.23% 1.32M -1.53% 293.01M 114.7 4.83% Share
4 MSFT Microsoft Corpo...
500.37
+0.39% 510.86K -2.92% 191.77M 133.16 3.16% Share
5 BRK-A Berkshire Hatha...
737220.26
-0.21% 212 -0.93% 169.27M 450541.9 2.79% Share
6 NVDA NVIDIA Corporat...
177.33
+3.85% 1.4M -0.49% 151.64M 31.31 2.50% Share
7 AMZN Amazon.com, Inc...
230.33
-3.32% 711.24K -5.24% 135.32M 87.35 2.23% Share
8 IJH iShares Core S&...
65.43
-0.03% 2.26M -3.39% 131.71M 31.75 2.17% Share
9 PGR The Progressive...
246.41
+1.29% 431.6K -0.09% 122.15M 102.12 2.01% Share
10 GOOGL Alphabet Inc.
239.17
-0.19% 779.4K -1.49% 120.53M 89.93 1.99% Share
11 JPM JPMorgan Chase ...
300.58
+0.92% 434.31K -8.9% 106.54M 81.93 1.76% Share
12 IEFA iShares Core MS...
86.42
-0.02% 1.24M -11.02% 93.87M 63.15 1.55% Share
13 QUAL iShares MSCI US...
189.56
-0.23% 521.08K +21.09% 89.05M 148.69 1.47% Share
14 COST Costco Wholesal...
956.29
-2.34% 91.05K -4.24% 86.11M 263.18 1.42% Share
15 GVI iShares Interme...
107.64
+0.11% 799.66K -28.21% 84.78M 102.92 1.40% Share
16 AVGO Broadcom Inc.
369.57
+9.77% 493.59K -3.06% 82.64M 40.84 1.36% Share
17 META Meta Platforms,...
751.98
-1.79% 140.35K -0.17% 80.89M 319.22 1.33% Share
18 BRK-B Berkshire Hatha...
490.13
-0.53% 150.07K -0.34% 79.92M 284.84 1.32% Share
19 IJR iShares Core S&...
117.61
-0.25% 731.17K -6.86% 76.46M 68.71 1.26% Share
20 LLY Eli Lilly and C...
754.90
+0.57% 90.23K -4.65% 74.52M 259.01 1.23% Share
21 IWR iShares Russell...
96.08
-0.07% 816.93K +16.20% 69.5M 61.52 1.15% Share
22 MA Mastercard Inco...
579.38
-0.79% 122.39K -1.25% 67.08M 214.53 1.11% Share
23 CVX Chevron Corpora...
157.79
+1.90% 370.78K -2.33% 62.03M 95.39 1.02% Share
24 HD The Home Depot,...
413.28
-0.5% 165.66K -1.4% 60.71M 115.43 1.00% Share
25 TJX The TJX Compani...
139.84
-0.09% 483.96K +0.75% 58.95M 82.05 0.97% Share
26 V Visa Inc.
338.24
-1.67% 163.38K +11.64% 57.26M 219.43 0.94% Share
27 WMT Walmart Inc.
100.42
-1.83% 629.56K -3.51% 55.27M 33.63 0.91% Share
28 JNJ Johnson & Johns...
175.75
-0.68% 316.86K -0.8% 52.55M 124.39 0.87% Share
29 VEA Vanguard Develo...
59.41
+0.08% 1M -11.38% 51.05M 43.83 0.84% Share
30 PG The Procter & G...
157.35
-1.32% 291.4K -0.35% 49.66M 106.37 0.82% Share
31 XOM Exxon Mobil Cor...
112.54
+1.71% 409.23K -2.35% 48.67M 66.02 0.80% Share
32 UNH UnitedHealth Gr...
346.94
-0.28% 87.11K -3.55% 45.62M 189.04 0.75% Share
33 ORLY O'Reilly Automo...
105.11
-1.69% 30.98K -3.86% 44.39M 560.26 0.73% Share
34 MCD McDonald's Corp...
305.95
-2.1% 131.65K -2.16% 41.12M 176.56 0.68% Share
35 ABT Abbott Laborato...
129.37
-1.96% 307.9K +20.09% 40.84M 89.22 0.67% Share
36 TSLA Tesla, Inc.
347.78
+0.23% 153.02K +1.11% 39.66M 281.13 0.65% Share
37 LIN Linde plc
472.70
-0.16% 81.41K -0.5% 37.91M 381.08 0.62% Share
38 NEE NextEra Energy,...
71.04
+1.38% 496.51K -18.06% 35.2M 33.76 0.58% Share
39 WELL Welltower Inc.
168.08
-0.46% 222.69K +1.21% 34.12M 98.11 0.56% Share
40 BLK BlackRock, Inc.
1103.31
-0.21% 36.03K +100.00% 34.11M 946.48 0.56% Share
41 NFLX Netflix, Inc.
1247.71
-1.23% 33.96K -2.42% 31.67M 410.29 0.52% Share
42 IWM iShares Russell...
236.43
-0.18% 156.81K -6.21% 31.28M 158.24 0.52% Share
43 BAC Bank of America...
50.16
-0.25% 738.23K -2.69% 30.81M 30.98 0.51% Share
44 ORCL Oracle Corporat...
328.62
+36.07% 215.07K +1.04% 30.07M 121.43 0.50% Share
45 TXN Texas Instrumen...
184.01
-0.55% 164.13K -1.93% 29.49M 77.92 0.49% Share
46 ETN Eaton Corporati...
362.19
+4.01% 106.02K -26.88% 28.82M 191.02 0.47% Share
47 UNP Union Pacific C...
215.19
-0.4% 114.95K -1.24% 27.15M 132.15 0.45% Share
48 PH Parker-Hannifin...
765.12
+1.31% 44.03K -23.61% 26.76M 392.14 0.44% Share
49 DFAC Dimensional U.S...
38.01
+0.16% 810.88K 0.00% 26.75M 28.9 0.44% Share
50 XMHQ Invesco S&P Mid...
104.79
-0.62% 289.34K +156.22% 26.48M 94.24 0.44% Share
51 CRM Salesforce, Inc...
242.59
-3.76% 95.08K +8.62% 25.52M 194.78 0.42% Share
52 INTU Intuit Inc.
656.26
-2.18% 39.56K -9.43% 24.29M 173.88 0.40% Share
53 HON Honeywell Inter...
211.70
-1.17% 111.97K +4.30% 23.71M 163.58 0.39% Share
54 CAG Conagra Brands,...
19.38
-0.26% 887.88K +0.31% 23.68M 34.08 0.39% Share
55 DUK Duke Energy Cor...
121.36
+0.81% 189.6K +0.29% 23.13M 78.6 0.38% Share
56 ACN Accenture plc
243.08
-3.54% 73.96K -4.11% 23.08M 407.44 0.38% Share
57 DHR Danaher Corpora...
192.58
-0.9% 106.49K -3.2% 21.83M 186.31 0.36% Share
58 ABBV AbbVie Inc.
211.64
+0.58% 103.47K -2.08% 21.68M 118.68 0.36% Share
59 APH Amphenol Corpor...
119.11
+1.98% 330.14K +0.74% 21.65M 34.62 0.36% Share
60 MS Morgan Stanley
154.14
+1.26% 179.56K -4.13% 20.95M 71.75 0.35% Share
61 LBYKV Liberty Global ...
11.55
n/a 1.76M 0.00% 19.84M 17.81 0.33% Share
62 GOOG Alphabet Inc.
239.56
-0.16% 126.33K -1.96% 19.74M 125.29 0.33% Share
63 CME CME Group Inc.
259.91
-0.62% 73.28K +2.28% 19.44M 183.17 0.32% Share
64 TMO Thermo Fisher S...
476.46
-1.23% 39.04K -2.88% 19.42M 319.39 0.32% Share
65 BMY Bristol-Myers S...
47.15
-0.18% 313.43K +52.55% 19.12M 57.16 0.32% Share
66 ISRG Intuitive Surgi...
449.98
-3.76% 36.53K -1.92% 18.09M 353.58 0.30% Share
67 IVW iShares S&P 500...
118.25
+0.94% 193.96K -2.94% 18.01M 36.67 0.30% Share
68 ADP Automatic Data ...
292.39
-1.63% 58.19K +48.08% 17.78M 241.04 0.29% Share
69 IEMG iShares Core MS...
64.02
+0.71% 328.96K -8.22% 17.75M 52.9 0.29% Share
70 PM Philip Morris I...
165.33
+0.36% 110.24K +225.88% 17.5M 139.27 0.29% Share
71 CPRT Copart, Inc.
48.52
+0.94% 307.05K +0.95% 17.38M 52.18 0.29% Share
72 PAYX Paychex, Inc.
133.07
-1% 112.09K -2.69% 17.29M 78.92 0.28% Share
73 ECL Ecolab Inc.
269.10
-0.58% 67.55K +23.62% 17.12M 232.71 0.28% Share
74 RTX RTX Corporation
155.03
+2.16% 127.91K +27.72% 16.94M 80.01 0.28% Share
75 PANW Palo Alto Netwo...
197.33
-0.11% 97.62K -4.92% 16.66M 105.87 0.27% Share
76 CAT Caterpillar Inc...
422.92
+1.16% 49.78K -9.33% 16.42M 163.54 0.27% Share
77 SDY SPDR S&P Divide...
139.58
-0.2% 118.4K -8.95% 16.06M 114.64 0.26% Share
78 LW Lamb Weston Hol...
55.86
-2.21% 295.52K -0.44% 15.75M 63.48 0.26% Share
79 IWB iShares Russell...
358.73
+0.27% 50.92K -0.91% 15.62M 191.64 0.26% Share
80 PEP PepsiCo, Inc.
142.66
-0.31% 98.18K -11.15% 14.72M 114.78 0.24% Share
81 BRO Brown & Brown, ...
92.48
-1.06% 117.89K +0.07% 14.67M 70.35 0.24% Share
82 CBSH Commerce Bancsh...
59.92
-0.55% 231.29K -11.46% 14.39M 50.67 0.24% Share
83 VTV Vanguard Value ...
183.80
+0.73% 80.88K +1.48% 13.97M 134.82 0.23% Share
84 CTAS Cintas Corporat...
201.40
-0.33% 66.98K -8.93% 13.77M 80.99 0.23% Share
85 IAU iShares Gold Tr...
68.63
+0.32% 229.78K -6.95% 13.55M 36.92 0.22% Share
86 WM Waste Managemen...
217.75
-0.64% 58.27K +27.98% 13.49M 174.55 0.22% Share
87 VWO Vanguard Emergi...
52.92
+0.46% 297.81K -6.82% 13.48M 45.86 0.22% Share
88 LPLA LPL Financial H...
341.86
+0.56% 41.12K +176.91% 13.45M 326.32 0.22% Share
89 RF Regions Financi...
27.04
+0.80% 613.25K +1.68% 13.33M 20.58 0.22% Share
90 MRK Merck & Co., In...
84.03
-0.68% 148.27K -10.76% 13.31M 79.54 0.22% Share
91 EFA iShares MSCI EA...
92.40
+0.01% 159.08K -0.77% 13M 63.03 0.21% Share
92 PLD Prologis, Inc.
110.97
-0.89% 116.23K +1.47% 12.99M 120.83 0.21% Share
93 IBM International B...
256.89
-0.86% 51.62K -5.05% 12.84M 132.05 0.21% Share
94 TPL Texas Pacific L...
936.43
+4.03% 9.68K +236.13% 12.83M 1257.42 0.21% Share
95 ZTS Zoetis Inc.
149.41
-0.26% 77.38K +0.75% 12.74M 170.97 0.21% Share
96 IVE iShares S&P 500...
201.93
-0.47% 66.18K -5.12% 12.61M 99.17 0.21% Share
97 GILD Gilead Sciences...
115.25
-0.44% 110.86K -1.13% 12.42M 82.91 0.20% Share
98 IWV iShares Russell...
371.53
+0.24% 38.55K -28.89% 12.25M 220.86 0.20% Share
99 SPY SPDR S&P 500 ET...
652.24
+0.29% 21.82K +9.32% 12.2M 465.32 0.20% Share
100 PLTR Palantir Techno...
166.74
+2.70% 140.87K -30.46% 11.89M 24.36 0.20% Share
101 IWP iShares Russell...
143.53
-0.17% 98.37K -7.29% 11.56M 58.86 0.19% Share
102 MAR Marriott Intern...
262.42
-0.6% 48.09K -6.6% 11.46M 161.36 0.19% Share
103 CMCSA Comcast Corpora...
33.48
-0.56% 307.42K -2.12% 11.34M 43.27 0.19% Share
104 EMLP First Trust Nor...
37.69
+0.75% 302.32K -11.36% 11.33M 24.43 0.19% Share
105 BK The Bank of New...
103.97
-0.76% 134.28K +37.08% 11.26M 78.04 0.19% Share
106 VUG Vanguard Growth...
467.41
+0.03% 29.13K -3.55% 10.8M 292.38 0.18% Share
107 IWS iShares Russell...
138.44
-0.1% 85.64K -4.45% 10.79M 73.74 0.18% Share
108 IWF iShares Russell...
456.26
+0.66% 29.64K -5.43% 10.7M 177.12 0.18% Share
109 ITW Illinois Tool W...
262.56
+0.14% 43.1K +1.27% 10.69M 205.99 0.18% Share
110 NOW ServiceNow, Inc...
923.51
-1.09% 13.17K -7% 10.49M 502.12 0.17% Share
111 EAGL Eagle Capital S...
30.90
-0.71% 365.63K 0.00% 10.24M 26.47 0.17% Share
112 AMGN Amgen Inc.
278.51
-0.52% 30.66K -6.21% 9.55M 212.06 0.16% Share
113 MMC Marsh & McLenna...
198.77
-1.54% 38.76K +1.98K% 9.46M 241.24 0.16% Share
114 FAST Fastenal Compan...
47.97
+0.15% 119.67K +0.14% 9.28M 67.75 0.15% Share
115 ADBE Adobe Inc.
350.16
-1.1% 23.66K +133.63% 9.07M 419.77 0.15% Share
116 VTEB Vanguard Tax-Ex...
49.84
+0.42% 173.71K -37.89% 8.62M 50.02 0.14% Share
117 DE Deere & Company
471.34
-0.9% 17.87K -0.85% 8.39M 314.2 0.14% Share
118 COP ConocoPhillips
94.31
+2.67% 79.69K -1.72% 8.37M 60.31 0.14% Share
119 GWW W.W. Grainger, ...
994.60
-0.03% 8.16K -5.88% 8.06M 542.42 0.13% Share
120 HSY The Hershey Com...
185.59
-1.12% 46.78K +225.86% 8M 167.18 0.13% Share
121 CP Canadian Pacifi...
74.47
-0.35% 112.49K -0.59% 7.9M 74.31 0.13% Share
122 SHW The Sherwin-Wil...
357.47
-1.08% 22.5K -0.31% 7.86M 297.08 0.13% Share
123 CSCO Cisco Systems, ...
68.13
+1.17% 124.2K -8.3% 7.66M 53.17 0.13% Share
124 KO The Coca-Cola C...
67.82
-0.06% 105.82K -0.8% 7.58M 54.22 0.12% Share
125 FTNT Fortinet, Inc.
79.48
-0.45% 77.85K +72.78% 7.49M 93.32 0.12% Share
126 EMR Emerson Electri...
133.65
+1.21% 68.31K -43.04% 7.49M 77.99 0.12% Share
127 BSX Boston Scientif...
105.24
-2.64% 72.08K +76.66% 7.27M 90.97 0.12% Share
128 IJT iShares S&P Sma...
139.83
-0.34% 57.77K -6.67% 7.19M 75.23 0.12% Share
129 TT Trane Technolog...
417.27
+1.92% 20.77K -0.65% 7M 320.69 0.12% Share
130 VFMF Vanguard U.S. M...
142.77
-0.11% 54.84K -6.31% 6.93M 106.31 0.11% Share
131 SYK Stryker Corpora...
383.09
-2.46% 18.32K -0.66% 6.82M 310.24 0.11% Share
132 WFC Wells Fargo & C...
80.28
-0.59% 94.04K +0.35% 6.75M 54.35 0.11% Share
133 TRV The Travelers C...
272.25
-0.48% 25.31K -77.46% 6.69M 144.78 0.11% Share
134 CSGP CoStar Group, I...
86.30
-2.09% 84.11K +1.76% 6.66M 75.4 0.11% Share
135 NKE NIKE, Inc.
74.26
+0.90% 104.95K +284.38% 6.66M 64.76 0.11% Share
136 MDT Medtronic plc
92.34
-1.83% 74.08K +479.04% 6.66M 92.21 0.11% Share
137 TMUS T-Mobile US, In...
240.38
-0.96% 24.74K +1.25K% 6.6M 257.05 0.11% Share
138 LMT Lockheed Martin...
463.88
+1.49% 14.77K -9.26% 6.6M 400.62 0.11% Share
139 KMI Kinder Morgan, ...
27.36
+2.70% 229.28K +8.85% 6.54M 23.56 0.11% Share
140 PSA Public Storage
288.75
-0.47% 21.55K +6.19% 6.45M 355.74 0.11% Share
141 SEIC SEI Investments...
86.88
+0.27% 82.28K -25.39% 6.39M 82.48 0.11% Share
142 KLAC KLA Corporation
932.63
+1.62% 9.04K +637.77% 6.15M 615.87 0.10% Share
143 VFVA Vanguard U.S. V...
127.43
-0.23% 53.93K -6.95% 6.15M 104.95 0.10% Share
144 AXP American Expres...
323.41
-0.29% 22.58K +3.31% 6.08M 163.38 0.10% Share
145 VOE Vanguard Mid-Ca...
171.88
+0.11% 37.76K -1.16% 6.06M 117.05 0.10% Share
146 LBTYA Liberty Global ...
11.54
-0.17% 526.65K +149.11% 6.06M 10.56 0.10% Share
147 VOO Vanguard S&P 50...
599.64
+0.28% 11.56K +27.76% 5.94M 423.99 0.10% Share
148 USHY iShares Broad U...
37.59
+0.07% 160.51K +9.27% 5.91M 35.8 0.10% Share
149 SO The Southern Co...
91.55
+0.37% 64.02K -0.51% 5.89M 56.17 0.10% Share
150 ATO Atmos Energy Co...
163.89
-0.11% 37.76K +3.04K% 5.84M 153.09 0.10% Share