UMB Bank, n.a.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), UMB Bank, n.a. reported 2,298 stock positions worth $7.9 billion. Its top holding was Umb Financial (UMBF) at 8.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.9%) and Apple (AAPL, 4.3%). Compared with Q1 2026, it opened 93 new positions, sold out of 76, added to 1,002 and reduced 850. The biggest buy was Micron Technology (MU, shares +0%) and the biggest sale Chevron (CVX, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0000933429
- Portfolio Value
- $7.9B (Q2 2026)
- SEC Filing
- 0000933429-26-000033 ↗ filed Aug 13, 2026
Holdings Value
Holdings 2,298 stocks · $7.9B
| UMBF Umb Financial Corp. | 8.45% | 4,674,963 | $667.4M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 6.86% | 723,246 | $541.6M | Add +0.3% |
| AAPL Apple Inc. | 4.25% | 1,160,739 | $335.9M | Reduce -4.1% |
| NVDA Nvidia Corp. | 3.34% | 1,316,091 | $263.3M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 3.19% | 705,353 | $252.1M | Reduce -2.0% |
| MSFT Microsoft Corp. | 2.42% | 512,172 | $191.1M | Reduce -0.9% |
| AVGO Broadcom Inc. | 2.24% | 467,314 | $176.5M | Reduce -1.3% |
| AMZN Amazon.com Inc. | 2.18% | 721,467 | $172.0M | Reduce -1.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.69% | 1,383,831 | $133.7M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 1.67% | 1,710,991 | $131.9M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 1.61% | 389,201 | $127.4M | Reduce -11.1% |
| IWR iShares Russell Mid-Cap ETF | 1.41% | 1,012,156 | $111.7M | Add +4.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.38% | 145 | $108.6M | No change |
| PGR Progressive Corp. | 1.19% | 431,803 | $94.3M | Add +0.1% |
| JNJ Johnson & Johnson | 1.18% | 365,410 | $92.8M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 1.16% | 76,534 | $91.8M | Reduce -1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.09% | 996,127 | $85.8M | Reduce -3.6% |
| COST Costco Wholesale Corp. | 1.03% | 87,209 | $81.6M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.02% | 161,216 | $80.7M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.02% | 369,456 | $80.5M | Reduce -2.9% |
| IJR iShares Core S&P Small-Cap E | 0.98% | 522,678 | $77.5M | Reduce -4.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.95% | 493,660 | $74.8M | Add +3.1% |
| CAT Caterpillar Inc. | 0.92% | 68,125 | $72.5M | Reduce -1.1% |
| WMT Walmart Inc. | 0.88% | 615,797 | $69.7M | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 963,172 | $68.6M | Reduce -0.5% |
| META Meta Platforms Inc. Class A | 0.85% | 119,623 | $67.4M | Reduce -0.7% |
| JQUA JPMorgan US Quality Factor | 0.83% | 901,926 | $65.2M | Add +4.2% |
| GVI iShares Intermediate Governm | 0.78% | 582,564 | $61.8M | Reduce -5.0% |
| TSLA Tesla Inc. | 0.77% | 143,617 | $60.4M | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 0.75% | 197,237 | $59.3M | Add +2.9% |
| APH Amphenol Corp. Class A | 0.71% | 315,705 | $55.7M | Reduce -1.2% |
| CVX Chevron Corp. | 0.69% | 328,803 | $54.5M | Reduce -13.3% |
| XOM Exxon Mobil Corp. | 0.68% | 394,360 | $53.9M | Reduce -1.1% |
| GEV GE Vernova Inc. | 0.68% | 45,876 | $53.9M | Add +8.9% |
| MA Mastercard Inc. Class A | 0.66% | 102,035 | $52.4M | Reduce -6.1% |
| HD Home Depot Inc. | 0.65% | 145,009 | $51.1M | Reduce -10.4% |
| ETN Eaton Corp. PLC | 0.64% | 117,792 | $50.2M | Add +5.0% |
| AMD Advanced Micro Devices | 0.63% | 85,164 | $49.5M | Reduce -0.2% |
| V Visa Inc. Class A | 0.61% | 140,088 | $48.1M | Reduce -6.7% |
| IEMG iShares Core MSCI Emerging | 0.60% | 573,155 | $47.5M | Add +8.7% |
| GOOG Alphabet Inc. Class C | 0.59% | 131,035 | $46.3M | Reduce -1.0% |
| TXN Texas Instruments Inc. | 0.56% | 147,590 | $44.0M | Reduce -1.9% |
| LIN Linde PLC | 0.55% | 83,193 | $43.2M | Reduce -1.4% |
| PANW Palo Alto Networks Inc. | 0.54% | 125,903 | $42.9M | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.53% | 282,771 | $41.5M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.52% | 471,252 | $41.4M | Add +0.4% |
| BAC Bank of America Corp. | 0.52% | 713,545 | $40.7M | Reduce -1.4% |
| ORLY O'reilly Automotive Inc. | 0.51% | 433,416 | $39.9M | Reduce -3.6% |
| WELL Welltower Inc. | 0.48% | 168,493 | $38.2M | Reduce -2.1% |
| MU Micron Technology Inc. | 0.48% | 32,994 | $38.1M | Add +0.1% |
| EFV iShares MSCI Eafe Value ETF | 0.47% | 481,123 | $36.8M | Reduce -4.7% |
| BLK BlackRock Inc. | 0.47% | 38,202 | $36.7M | Reduce -1.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.46% | 321,520 | $36.3M | Add +1.6% |
| DFAC Dimensional US Core Equity 2 | 0.45% | 804,075 | $35.7M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.44% | 128,168 | $34.6M | Reduce -2.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.43% | 271,262 | $33.8M | Reduce -3.8% |
| MS Morgan Stanley | 0.42% | 159,718 | $33.4M | Reduce -3.8% |
| PH Parker Hannifin Corp. | 0.42% | 33,573 | $32.8M | Reduce -24.1% |
| UNP Union Pacific Corp. | 0.40% | 117,066 | $31.8M | Reduce -0.4% |
| ABBV Abbvie Inc. | 0.38% | 120,590 | $30.3M | Reduce -1.2% |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 507,725 | $30.3M | Reduce -3.1% |
| KLAC KLA Corp. | 0.37% | 96,867 | $29.2M | Reduce -2.0% |
| ISRG Intuitive Surgical Inc. | 0.34% | 67,821 | $27.0M | Add +99.1% |
| RTX RTX Corp. | 0.33% | 139,058 | $26.4M | Reduce -16.4% |
| ABT Abbott Laboratories | 0.33% | 290,288 | $26.3M | Reduce -3.1% |
| GE General Electric filed as GE AEROSPACE | 0.33% | 70,106 | $26.2M | Reduce -0.2% |
| IWB iShares Russell 1000 ETF | 0.33% | 62,826 | $25.7M | Add +6.1% |
| LRCX Lam Research Corp. | 0.32% | 58,708 | $25.4M | Reduce -0.9% |
| INTC Intel Corp. | 0.31% | 177,749 | $24.8M | Add +247.4% |
| MDT Medtronic PLC | 0.29% | 290,864 | $22.8M | Reduce -0.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 30,356 | $22.7M | Reduce -0.0% |
| KO The Coca-Cola Co. | 0.28% | 274,289 | $22.3M | Reduce -1.8% |
| DUK Duke Energy Corp. | 0.28% | 175,888 | $22.3M | Reduce -0.6% |
| CSCO Cisco Systems Inc. | 0.27% | 182,070 | $21.4M | Reduce -1.4% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 154,322 | $21.2M | Reduce -7.4% |
| ITM Vaneck Intermediate Muni ETF | 0.26% | 443,181 | $20.8M | Reduce -26.1% |
| NFLX Netflix Inc. | 0.26% | 286,495 | $20.5M | Reduce -2.7% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 93,041 | $20.4M | Reduce -24.8% |
| MRVL Marvell Technology Inc. | 0.26% | 67,703 | $20.2M | Add +38.4% |
| NOW ServiceNow Inc. | 0.26% | 202,870 | $20.1M | Add +21.2% |
| RF Regions Financial Corp. | 0.25% | 656,266 | $19.8M | Reduce -0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 161,284 | $18.8M | Add +51.2% |
| ECL Ecolab Inc. | 0.23% | 64,179 | $17.9M | Reduce -1.7% |
| BNY Bank of New York Mellon Corp. | 0.22% | 120,971 | $17.5M | Reduce -1.2% |
| IAU iShares Gold Trust | 0.22% | 226,229 | $17.1M | Reduce -8.1% |
| ROL Rollins Inc. | 0.22% | 409,086 | $17.1M | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 33,872 | $17.0M | Reduce -3.0% |
| SDY SS SPDR S&P Dividend ETF | 0.21% | 109,855 | $16.7M | Add +0.8% |
| CME Cme Group Inc. | 0.20% | 72,803 | $16.1M | Reduce -1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 43,184 | $16.0M | Reduce -10.7% |
| MAR Marriott International Class A | 0.20% | 42,933 | $15.9M | Reduce -0.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 64,840 | $15.8M | Reduce -4.7% |
| EFA iShares MSCI Eafe ETF | 0.20% | 151,252 | $15.7M | Reduce -4.9% |
| AMGN Amgen Inc. | 0.19% | 42,082 | $15.2M | Reduce -1.4% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 423,749 | $14.4M | Add +2.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.18% | 38,905 | $14.2M | Reduce -5.1% |
| ORCL Oracle Corp. | 0.18% | 95,228 | $14.0M | Reduce -30.7% |
| PSA Public Storage | 0.17% | 43,374 | $13.8M | Reduce -0.4% |
| GILD Gilead Sciences Inc. | 0.17% | 107,194 | $13.5M | Reduce -0.9% |
| APO Apollo Global Management Inc. | 0.17% | 113,234 | $13.4M | Reduce -0.7% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $1.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 798 | $1.0M | No change |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 76 | $9K | Reduce -40.2% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 302 | $8K | No change |
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | 139 | $6K | New |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 50 | $140 | No change |
Total filed on the 13F, all lines: $7.9B.
Portfolio Sells Q1 2026 → Q2 2026
| CVX Chevron Corp. | Reduce -13.3% | 0.69% | −0.41 |
| HON Honeywell International Inc. | Reduce -97.1% | 0.01% | −0.35 |
| XOM Exxon Mobil Corp. | Reduce -1.1% | 0.68% | −0.26 |
| MSFT Microsoft Corp. | Reduce -0.9% | 2.42% | −0.25 |
| WMT Walmart Inc. | Reduce -1.7% | 0.88% | −0.20 |
| COST Costco Wholesale Corp. | Reduce -1.4% | 1.03% | −0.20 |
| JPM JPMorgan Chase & Co. | Reduce -11.1% | 1.61% | −0.18 |
| PH Parker Hannifin Corp. | Reduce -24.1% | 0.42% | −0.14 |
| NFLX Netflix Inc. | Reduce -2.7% | 0.26% | −0.14 |
| MCD McDonald's Corp. | Reduce -2.5% | 0.44% | −0.13 |
| GVI iShares Intermediate Governm | Reduce -5.0% | 0.78% | −0.13 |
| ITM Vaneck Intermediate Muni ETF | Reduce -26.1% | 0.26% | −0.12 |
| RTX RTX Corp. | Reduce -16.4% | 0.33% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.85% | −0.11 |
| ORCL Oracle Corp. | Reduce -30.7% | 0.18% | −0.11 |
| CRM Salesforce Inc. | Reduce -63.8% | 0.04% | −0.10 |
| CME Cme Group Inc. | Reduce -1.4% | 0.20% | −0.10 |
| ABT Abbott Laboratories | Reduce -3.1% | 0.33% | −0.10 |
| HD Home Depot Inc. | Reduce -10.4% | 0.65% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -6.1% | 0.66% | −0.09 |
| ROL Rollins Inc. | Reduce -1.5% | 0.22% | −0.09 |
| INTU Intuit Inc. | Reduce -0.2% | 0.11% | −0.09 |
| IAU iShares Gold Trust | Reduce -8.1% | 0.22% | −0.09 |
| NKE Nike Inc. Class B | Reduce -81.3% | 0.01% | −0.08 |
| JNJ Johnson & Johnson | Reduce -0.6% | 1.18% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 1.02% | −0.08 |
| ORLY O'reilly Automotive Inc. | Reduce -3.6% | 0.51% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Reduce -24.8% | 0.26% | −0.07 |
| MDT Medtronic PLC | Reduce -0.9% | 0.29% | −0.07 |
| INCE Franklin Income Equity Focus | Reduce -41.8% | 0.07% | −0.06 |
| EFV iShares MSCI Eafe Value ETF | Reduce -4.7% | 0.47% | −0.06 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -54.1% | 0.05% | −0.06 |
| BLK BlackRock Inc. | Reduce -1.8% | 0.47% | −0.06 |
| EQT Eqt Corp. | Reduce -2.5% | 0.15% | −0.05 |
| BSX Boston Scientific Corp. | Reduce -83.0% | 0.01% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.7% | 0.53% | −0.05 |
| ECVT Ecovyst Inc. | Sold out | 0.00% | −0.05 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -23.0% | 0.11% | −0.05 |
| CAG Conagra Brands Inc. | Reduce -0.3% | 0.15% | −0.04 |
| DUK Duke Energy Corp. | Reduce -0.6% | 0.28% | −0.04 |
| GILD Gilead Sciences Inc. | Reduce -0.9% | 0.17% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -43.5% | 0.05% | −0.04 |
| LIN Linde PLC | Reduce -1.4% | 0.55% | −0.04 |
| HSY The Hershey Co. | Reduce -0.7% | 0.12% | −0.04 |
| COP Conocophillips | Reduce -3.3% | 0.08% | −0.04 |
| PEP Pepsico Inc. | Reduce -2.3% | 0.13% | −0.04 |
| BND Vanguard Total Bond Market | Reduce -28.5% | 0.07% | −0.04 |
| HOOD Robinhood Markets Inc. Class A | Reduce -88.3% | 0.01% | −0.04 |
| AAPL Apple Inc. | Reduce -4.1% | 4.25% | −0.04 |
| MCO Moody's Corp. | Reduce -56.4% | 0.02% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| MU Micron Technology Inc. | Add +0.1% | 0.48% | +0.33 |
| IVV iShares Core S&P 500 ETF | Add +0.3% | 6.86% | +0.29 |
| INTC Intel Corp. | Add +247.4% | 0.31% | +0.28 |
| MRVL Marvell Technology Inc. | Add +38.4% | 0.26% | +0.19 |
| GEV GE Vernova Inc. | Add +8.9% | 0.68% | +0.17 |
| ISRG Intuitive Surgical Inc. | Add +99.1% | 0.34% | +0.12 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +696.5% | 0.12% | +0.11 |
| IWR iShares Russell Mid-Cap ETF | Add +4.9% | 1.41% | +0.10 |
| DELL Dell Technologies -C | Add +0.4% | 0.15% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +8.7% | 0.60% | +0.09 |
| IWM iShares Russell 2000 ETF | Add +2.9% | 0.75% | +0.09 |
| JQUA JPMorgan US Quality Factor | Add +4.2% | 0.83% | +0.08 |
| ETN Eaton Corp. PLC | Add +5.0% | 0.64% | +0.08 |
| GUNR NT Mstar GLBL NR ETF | Add +2043.2% | 0.07% | +0.07 |
| IBKR Interactive Brokers Gro Class A | Add +98.6% | 0.10% | +0.06 |
| IWB iShares Russell 1000 ETF | Add +6.1% | 0.33% | +0.03 |
| DGX Quest Diagnostics Inc. | Add +52.8% | 0.09% | +0.03 |
| SYK Stryker Corp. | Add +58.4% | 0.10% | +0.03 |
| QCOM Qualcomm Inc. | Add +6.0% | 0.08% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +51.2% | 0.24% | +0.02 |
| WDC Western Digital Corp. | Add +1.9% | 0.04% | +0.02 |
| MTUM iShares MSCI USA Momentum Fa | Add +14.5% | 0.06% | +0.02 |
| AZN Astrazeneca PLC | New | 0.02% | +0.02 |
| ARCC Ares Capital Corp. | Add +5011.5% | 0.02% | +0.02 |
| SNDK Sandisk Corp. | Add +10.1% | 0.02% | +0.02 |
| GNRC Generac Holdings Inc. | Add +0.1% | 0.06% | +0.01 |
| ANET Arista Networks Inc. | Add +2.0% | 0.07% | +0.01 |
| MORT Vaneck Mortgage REIT Income | New | 0.01% | +0.01 |
| GLW Corning Inc. | Add +15.7% | 0.02% | +0.01 |
| NOW ServiceNow Inc. | Add +21.2% | 0.26% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +2.1% | 0.09% | +0.01 |
| DSCO Doubleline Sec Credit ETF | New | 0.01% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Add +51.1% | 0.03% | +0.01 |
| CMI Cummins Inc. | Add +14.5% | 0.03% | +0.01 |
| COPX Global X Copper Miners ETF | New | 0.01% | +0.01 |
| RYN Rayonier Inc. | Add +572.4% | 0.01% | +0.01 |
| TRV The Travelers Cos Inc. | Add +4.6% | 0.09% | +0.01 |
| HRZN Horizon Technology Finance C | New | 0.01% | +0.01 |
| KBDC Kayne Anderson BDC Inc. | New | 0.01% | +0.01 |
| FDUS Fidus Investment Corp. | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.1% | 0.04% | +0.01 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.01% | +0.01 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +0.6% | 0.03% | +0.01 |
| CCAP Crescent Capital BDC Inc. | New | 0.01% | +0.01 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.00% | +0.00 |
| VRT Vertiv Holdings Co. Class A | Add +310.0% | 0.01% | +0.00 |
| CVS CVS Health Corp. | Add +1.8% | 0.02% | +0.00 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.00% | +0.00 |
| LUV Southwest Airlines Co. | Add +67.9% | 0.01% | +0.00 |
| MYGN Myriad Genetics Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q1 2026 → Q2 2026
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | Reduce -40.2% | 76 | $9K |
| ORACLE CORP (ORCL 6.5 01/15/29 D) | 6.5 DEP CUM SR D | New | 139 | $6K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,298 | $7.9B | UMBF, IVV, AAPL, NVDA, GOOGL |
| Q1 2026 | 2,280 | $7.2B | UMBF, IVV, AAPL, NVDA, GOOGL |
| Q4 2025 | 2,274 | $7.5B | UMBF, IVV, AAPL, MSFT, NVDA |
| Q3 2025 | 2,147 | $6.8B | UMBF, IVV, AAPL, MSFT, NVDA |
| Q2 2025Amended | 2,121 | $6.4B | UMBF, IVV, MSFT, AAPL, NVDA |
| Q1 2025 | 2,100 | $6.1B | UMBF, IVV, AAPL, MSFT, BRK.A |
| Q4 2024 | 2,058 | $6.3B | UMBF, AAPL, IVV, MSFT, NVDA |
| Q3 2024 | 2,133 | $6.4B | UMBF, IVV, AAPL, MSFT, NVDA |
| Q2 2024 | 2,127 | $6.1B | UMBF, IVV, AAPL, MSFT, NVDA |
| Q1 2024 | 2,136 | $6.3B | UMBF, IVV, MSFT, AAPL, BRK.A |