UMB Bank, n.a.

Q3 2025 13F-HR Holdings

Location
Kansas City, MO
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
2,152
Total value ($000)
$6,796,053
Net value change ($000)
+378,189 (5.9%)
New positions
83
Sold out positions
56
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/11/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 55,158 22.3%
UMBF 53,010 11.6%
GOOGL 45,221 36.0%
NVDA 36,737 16.8%
IVV 28,010 6.8%
AVGO 24,850 18.6%
TSLA 18,410 38.5%
JNJ 14,678 30.2%
ORCL 10,986 28.7%
GEV 10,450 871.6%
Top Reduces (Value $000, Stocks/ETFs)
CPRT -17,054 -93.0%
BRK-B -16,487 -10.7%
LPLA -14,233 -92.2%
ACN -12,627 -58.9%
V -8,950 -14.2%
PGR -8,549 -7.4%
CMCSA -8,211 -75.2%
LLY -7,600 -11.1%
COST -6,582 -7.5%
IJH -6,351 -4.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type