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Institutional investment manager
UMB BANK, N.A.
CIK 0000933429
- Reported holdings value
- $7.9B
- Reported positions
- 2,303
- Report as of
- 2026-06-30
- Filed on
- 2026-08-13
Reported holdings & quarterly changes
Compared with Q1 2026. All security classes provided by the filing are included.
| UMBF UMB FINL CORP 902788108 | COM Share · SH | 4,674,963 | $667.4M | 8.45% | -48,610 | -1.03% | Reduced |
| IVV ISHARES TR 464287200 | CORE S&P500 ETF Share · SH | 723,246 | $541.63M | 6.86% | +2,484 | +0.34% | Increased |
| AAPL APPLE INC 037833100 | COM Share · SH | 1,160,739 | $335.87M | 4.25% | -49,996 | -4.13% | Reduced |
| NVDA NVIDIA CORPORATION 67066G104 | COM Share · SH | 1,316,091 | $263.34M | 3.34% | -14,355 | -1.08% | Reduced |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 705,353 | $252.07M | 3.19% | -14,145 | -1.97% | Reduced |
| MSFT MICROSOFT CORP 594918104 | COM Share · SH | 512,172 | $191.05M | 2.42% | -4,446 | -0.86% | Reduced |
| AVGO BROADCOM INC 11135F101 | COM Share · SH | 467,314 | $176.53M | 2.24% | -6,274 | -1.32% | Reduced |
| AMZN AMAZON COM INC 023135106 | COM Share · SH | 721,467 | $171.95M | 2.18% | -8,234 | -1.13% | Reduced |
| IEFA ISHARES TR 46432F842 | CORE MSCI EAFE Share · SH | 1,383,831 | $133.65M | 1.69% | +23,907 | +1.76% | Increased |
| IJH ISHARES TR 464287507 | CORE S&P MCP ETF Share · SH | 1,710,991 | $131.93M | 1.67% | -54,907 | -3.11% | Reduced |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 389,201 | $127.4M | 1.61% | -48,437 | -11.07% | Reduced |
| IWR ISHARES TR 464287499 | RUS MID CAP ETF Share · SH | 1,012,156 | $111.66M | 1.41% | +47,275 | +4.90% | Increased |
| BRK-A BERKSHIRE HATHAWAY INC DEL 084670108 | CL A Share · SH | 145 | $108.58M | 1.38% | 0 | 0.00% | Unchanged |
| PGR PROGRESSIVE CORP 743315103 | COM Share · SH | 431,803 | $94.33M | 1.19% | +353 | +0.08% | Increased |
| JNJ JOHNSON & JOHNSON 478160104 | COM Share · SH | 365,410 | $92.8M | 1.18% | -2,289 | -0.62% | Reduced |
| LLY ELI LILLY & CO 532457108 | COM Share · SH | 76,534 | $91.8M | 1.16% | -1,445 | -1.85% | Reduced |
| VUG VANGUARD INDEX FDS 922908736 | GROWTH ETF Share · SH | 996,127 | $85.81M | 1.09% | +823,922 | +478.45% | Increased |
| COST COSTCO WHOLESALE CORPORATION 22160K105 | COM Share · SH | 87,209 | $81.58M | 1.03% | -1,231 | -1.39% | Reduced |
| BRK-B BERKSHIRE HATHAWAY INC DEL 084670702 | CL B NEW Share · SH | 161,216 | $80.67M | 1.02% | -3,249 | -1.98% | Reduced |
| VTV VANGUARD INDEX FDS 922908744 | VALUE ETF Share · SH | 369,456 | $80.52M | 1.02% | -11,044 | -2.90% | Reduced |
| IJR ISHARES TR 464287804 | CORE S&P SCP ETF Share · SH | 522,678 | $77.52M | 0.98% | -25,632 | -4.67% | Reduced |
| TJX TJX COS INC NEW 872540109 | COM Share · SH | 493,660 | $74.79M | 0.95% | +14,803 | +3.09% | Increased |
| CAT CATERPILLAR INC 149123101 | COM Share · SH | 68,125 | $72.55M | 0.92% | -770 | -1.12% | Reduced |
| WMT WALMART INC 931142103 | COM Share · SH | 615,797 | $69.75M | 0.88% | -10,494 | -1.68% | Reduced |
| VEA VANGUARD TAX-MANAGED FDS 921943858 | VAN FTSE DEV MKT Share · SH | 963,172 | $68.63M | 0.87% | -5,151 | -0.53% | Reduced |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 119,623 | $67.38M | 0.85% | -855 | -0.71% | Reduced |
| JQUA J P MORGAN EXCHANGE TRADED F 46641Q761 | US QUALTY FCTR Share · SH | 901,926 | $65.19M | 0.83% | +36,142 | +4.17% | Increased |
| GVI ISHARES TR 464288612 | INTRM GOV CR ETF Share · SH | 582,564 | $61.81M | 0.78% | -30,553 | -4.98% | Reduced |
| TSLA TESLA INC 88160R101 | COM Share · SH | 143,617 | $60.41M | 0.77% | -1,528 | -1.05% | Reduced |
| IWM ISHARES TR 464287655 | RUSSELL 2000 ETF Share · SH | 197,237 | $59.26M | 0.75% | +5,506 | +2.87% | Increased |
| APH AMPHENOL CORP 032095101 | CL A Share · SH | 315,705 | $55.67M | 0.71% | -3,809 | -1.19% | Reduced |
| CVX CHEVRON CORPORATION 166764100 | COM Share · SH | 328,803 | $54.5M | 0.69% | -50,455 | -13.30% | Reduced |
| XOM EXXON MOBIL CORP 30231G102 | COM Share · SH | 394,360 | $53.92M | 0.68% | -4,269 | -1.07% | Reduced |
| GEV GE VERNOVA INC 36828A101 | COM Share · SH | 45,876 | $53.9M | 0.68% | +3,735 | +8.86% | Increased |
| MA MASTERCARD INCORPORATED 57636Q104 | CL A Share · SH | 102,035 | $52.41M | 0.66% | -6,669 | -6.14% | Reduced |
| HD HOME DEPOT INC 437076102 | COM Share · SH | 145,009 | $51.14M | 0.65% | -16,774 | -10.37% | Reduced |
| ETN EATON CORP PLC G29183103 | SHS Share · SH | 117,792 | $50.19M | 0.64% | +5,578 | +4.97% | Increased |
| AMD ADVANCED MICRO DEVICES INC 007903107 | COM Share · SH | 85,164 | $49.47M | 0.63% | -173 | -0.20% | Reduced |
| V VISA INC 92826C839 | COM CL A Share · SH | 140,088 | $48.06M | 0.61% | -10,040 | -6.69% | Reduced |
| IEMG ISHARES INC 46434G103 | CORE MSCI EMKT Share · SH | 573,155 | $47.48M | 0.60% | +46,009 | +8.73% | Increased |
| GOOG ALPHABET INC 02079K107 | CAP STK CL C Share · SH | 131,035 | $46.3M | 0.59% | -1,326 | -1.00% | Reduced |
| TXN TEXAS INSTRS INC 882508104 | COM Share · SH | 147,590 | $43.99M | 0.56% | -2,827 | -1.88% | Reduced |
| LIN LINDE PLC G54950103 | SHS Share · SH | 83,193 | $43.17M | 0.55% | -1,212 | -1.44% | Reduced |
| PANW PALO ALTO NETWORKS INC 697435105 | COM Share · SH | 125,903 | $42.94M | 0.54% | -1,684 | -1.32% | Reduced |
| PG PROCTER & GAMBLE CO 742718109 | COM Share · SH | 282,771 | $41.47M | 0.53% | -2,069 | -0.73% | Reduced |
| NEE NEXTERA ENERGY INC 65339F101 | COM Share · SH | 471,252 | $41.36M | 0.52% | +1,808 | +0.39% | Increased |
| BAC BANK OF AMER CORP 060505104 | COM Share · SH | 713,545 | $40.66M | 0.51% | -10,261 | -1.42% | Reduced |
| ORLY OREILLY AUTOMOTIVE INC 67103H107 | COM Share · SH | 433,416 | $39.91M | 0.51% | -15,994 | -3.56% | Reduced |
| WELL WELLTOWER INC 95040Q104 | COM Share · SH | 168,493 | $38.24M | 0.48% | -3,590 | -2.09% | Reduced |
| MU MICRON TECHNOLOGY INC 595112103 | COM Share · SH | 32,994 | $38.08M | 0.48% | +46 | +0.14% | Increased |
1–50 of 2,385 reported positions and changes
How to read this table
This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.
- Security / CUSIP
- The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
- Class / Position
- The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
- Shares / Units
- The number of shares or units the institution reported holding.
- Value (USD)
- The total value of the position in US dollars as of the reporting date.
- Weight
- The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
- Share change
- The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
- Change %
- The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
- Reported activity
- Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.
Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.
Source: FMP Ultimate / SEC Form 13F. Report as of 2026-06-30; filed 2026-08-13. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.