UMB Bank, n.a.
All 13F Filings
- Location
- Kansas City, MO
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 7,519,473
- Description
- Kansas City Missouri based institutional banking and markets allocator with a manager led governance framework and a governance centered and selective investment mandate. The approach emphasizes credit underwriting and duration control, planning integrated mandate design, and fundamental research depth for institutional and advisory mandates. Decision making is guided by risk budgets, governance discipline, and pragmatic portfolio controls through portfolio design accountability and risk accountability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 2,279 | 7,519,473 | 13F-HR | UMB Bank, n.a. |
| Q3 2025 | 11/4/2025 | 2,152 | 6,796,053 | 13F-HR | UMB Bank, n.a. |
| Q2 2025 | 7/11/2025 | 2,125 | 6,417,864 | 13F-HR/A - RESTATEMENT | UMB Bank, n.a. |
| Q2 2025 | 7/10/2025 | 2,105 | 6,068,853 | 13F-HR | UMB Bank, n.a. |
| Q1 2025 | 4/14/2025 | 2,105 | 6,068,853 | 13F-HR | UMB Bank, n.a. |
| Q4 2024 | 1/16/2025 | 2,063 | 6,322,666 | 13F-HR | UMB Bank, n.a. |
| Q3 2024 | 10/9/2024 | 2,136 | 6,423,558 | 13F-HR | UMB Bank, n.a. |
| Q2 2024 | 7/29/2024 | 2,131 | 6,099,024 | 13F-HR | UMB Bank, n.a. |
| Q1 2024 | 4/26/2024 | 2,144 | 6,314,283 | 13F-HR | UMB Bank, n.a. |
| Q4 2023 | 1/23/2024 | 1,607 | 6,841,472 | 13F-HR | UMB Bank, n.a. |
| Q3 2023 | 10/18/2023 | 1,689 | 6,230,871 | 13F-HR | UMB Bank, n.a. |
| Q2 2023 | 7/25/2023 | 1,680 | 6,588,755 | 13F-HR | UMB Bank, n.a. |
| Q1 2023 | 4/11/2023 | 1,695 | 6,252,303 | 13F-HR | UMB Bank, n.a. |
| Q4 2022 | 1/10/2023 | 1,752 | 6,325,458 | 13F-HR | UMB Bank, n.a. |
| Q3 2022 | 10/13/2022 | 1,799 | 5,929,893 | 13F-HR | UMB Bank, n.a. |
| Q2 2022 | 7/20/2022 | 1,946 | 6,422,607 | 13F-HR | UMB Bank, n.a. |
| Q1 2022 | 4/22/2022 | 2,023 | 7,556,141 | 13F-HR | UMB BANK N A/MO |
| Q4 2021 | 2/9/2022 | 2,013 | 7,918,147 | 13F-HR | UMB BANK N A/MO |
| Q3 2021 | 10/18/2021 | 383 | 4,445,827 | 13F-HR | UMB BANK N A/MO |
| Q2 2021 | 7/26/2021 | 380 | 4,368,239 | 13F-HR | UMB BANK N A/MO |
| Q1 2021 | 4/15/2021 | 365 | 4,091,137 | 13F-HR | UMB BANK N A/MO |
| Q4 2020 | 2/4/2021 | 363 | 3,713,874 | 13F-HR | UMB BANK N A/MO |
| Q3 2020 | 10/16/2020 | 338 | 3,226,317 | 13F-HR | UMB BANK N A/MO |
| Q2 2020 | 7/16/2020 | 338 | 3,226,317 | 13F-HR | UMB BANK N A/MO |
| Q1 2020 | 5/26/2020 | 336 | 2,791,050 | 13F-HR | UMB BANK N A/MO |
| Q4 2019 | 1/31/2020 | 373 | 3,630,684 | 13F-HR | UMB BANK N A/MO |
| Q2 2014 | 7/18/2014 | 316 | 2,105,672 | 13F-HR | UMB BANK N A/MO |
| Q1 2014 | 4/30/2014 | 304 | 1,785,502 | 13F-HR | UMB BANK N A/MO |
| Q4 2013 | 2/5/2014 | 299 | 1,822,933 | 13F-HR | UMB BANK N A/MO |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 6.061 M | 80.6% | 388.5 K | 0 | 388.5 K |
| ETFs | 1.445 M | 19.2% | 331.1 K | 0 | 331.1 K |
| Debt | 2.248 K | 0.0% | 887 | 0 | 887 |
| Other | 10.89 K | 0.1% | 3.391 K | 0 | 3.391 K |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
7,519,473
Holdings
2279
QoQ value change ($000)
723,420
(10.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.