UMB Bank, n.a.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), UMB Bank, n.a. reported 2,100 stock positions worth $6.1 billion. Its top holding was Umb Financial (UMBF) at 7.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.7%) and Apple (AAPL, 4.8%). Compared with Q4 2024, it opened 134 new positions, sold out of 92, added to 1,143 and reduced 565. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Umb Financial (UMBF, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0000933429
- Portfolio Value
- $6.1B (Q1 2025)
- SEC Filing
- 0000933429-25-000006 ↗ filed Apr 14, 2025
Holdings Value
Holdings 2,100 stocks · $6.1B
| UMBF Umb Financial Corp. | 7.33% | 4,397,386 | $444.6M | Reduce -0.3% |
| IVV iShares Core S&P 500 ETF | 5.68% | 613,017 | $344.5M | Add +9.5% |
| AAPL Apple Inc. | 4.83% | 1,319,091 | $293.0M | Reduce -1.5% |
| MSFT Microsoft Corp. | 3.16% | 510,858 | $191.8M | Reduce -2.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.79% | 212 | $169.3M | Reduce -0.9% |
| NVDA Nvidia Corp. | 2.50% | 1,399,141 | $151.6M | Reduce -0.5% |
| AMZN Amazon.com Inc. | 2.23% | 711,241 | $135.3M | Reduce -5.2% |
| IJH iShares Core S&P Midcap ETF | 2.17% | 2,257,242 | $131.7M | Reduce -3.4% |
| PGR Progressive Corp. | 2.01% | 431,604 | $122.1M | Reduce -0.1% |
| GOOGL Alphabet Inc. Class A | 1.99% | 779,405 | $120.5M | Reduce -1.5% |
| JPM JPMorgan Chase & Co. | 1.76% | 434,314 | $106.5M | Reduce -8.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.55% | 1,240,789 | $93.9M | Reduce -11.0% |
| QUAL iShares MSCI USA Quality Fac | 1.47% | 521,076 | $89.0M | Add +21.1% |
| COST Costco Wholesale Corp. | 1.42% | 91,050 | $86.1M | Reduce -4.2% |
| GVI iShares Intermediate Governm | 1.40% | 799,662 | $84.8M | Reduce -28.2% |
| AVGO Broadcom Inc. | 1.36% | 493,592 | $82.6M | Reduce -3.1% |
| META Meta Platforms Inc. Class A | 1.33% | 140,352 | $80.9M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.32% | 150,071 | $79.9M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 1.26% | 731,174 | $76.5M | Reduce -6.9% |
| LLY Eli Lilly & Co. | 1.23% | 90,226 | $74.5M | Reduce -4.7% |
| IWR iShares Russell Mid-Cap ETF | 1.15% | 816,932 | $69.5M | Add +16.2% |
| MA Mastercard Inc. Class A | 1.11% | 122,385 | $67.1M | Reduce -1.3% |
| CVX Chevron Corp. | 1.02% | 370,782 | $62.0M | Reduce -2.3% |
| HD Home Depot Inc. | 1.00% | 165,655 | $60.7M | Reduce -1.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.97% | 483,964 | $58.9M | Add +0.8% |
| V Visa Inc. Class A | 0.94% | 163,382 | $57.3M | Add +11.6% |
| WMT Walmart Inc. | 0.91% | 629,564 | $55.3M | Reduce -3.5% |
| JNJ Johnson & Johnson | 0.87% | 316,859 | $52.5M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.84% | 1,004,375 | $51.1M | Reduce -11.4% |
| PG The Procter & Gamble Co. | 0.82% | 291,405 | $49.7M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.80% | 409,226 | $48.7M | Reduce -2.4% |
| UNH Unitedhealth Group Inc. | 0.75% | 87,107 | $45.6M | Reduce -3.5% |
| ORLY O'reilly Automotive Inc. | 0.73% | 30,984 | $44.4M | Reduce -3.9% |
| MCD McDonald's Corp. | 0.68% | 131,646 | $41.1M | Reduce -2.2% |
| ABT Abbott Laboratories | 0.67% | 307,903 | $40.8M | Add +20.1% |
| TSLA Tesla Inc. | 0.65% | 153,020 | $39.7M | Add +1.1% |
| LIN Linde PLC | 0.62% | 81,409 | $37.9M | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.58% | 496,513 | $35.2M | Reduce -18.1% |
| WELL Welltower Inc. | 0.56% | 222,695 | $34.1M | Add +1.2% |
| BLK BlackRock Inc. | 0.56% | 36,035 | $34.1M | New |
| NFLX Netflix Inc. | 0.52% | 33,961 | $31.7M | Reduce -2.4% |
| IWM iShares Russell 2000 ETF | 0.52% | 156,809 | $31.3M | Reduce -6.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.51% | 738,230 | $30.8M | Reduce -2.7% |
| ORCL Oracle Corp. | 0.50% | 215,074 | $30.1M | Add +1.0% |
| TXN Texas Instruments Inc. | 0.49% | 164,125 | $29.5M | Reduce -1.9% |
| ETN Eaton Corp. PLC | 0.47% | 106,024 | $28.8M | Reduce -26.9% |
| UNP Union Pacific Corp. | 0.45% | 114,946 | $27.2M | Reduce -1.2% |
| PH Parker Hannifin Corp. | 0.44% | 44,030 | $26.8M | Reduce -23.6% |
| DFAC Dimensional US Core Equity 2 | 0.44% | 810,884 | $26.8M | No change |
| XMHQ Invesco S&P Midcap Qual ETF | 0.44% | 289,341 | $26.5M | Add +156.2% |
| CRM Salesforce Inc. | 0.42% | 95,078 | $25.5M | Add +8.6% |
| INTU Intuit Inc. | 0.40% | 39,557 | $24.3M | Reduce -9.4% |
| HON Honeywell International Inc. | 0.39% | 111,967 | $23.7M | Add +4.3% |
| CAG Conagra Brands Inc. | 0.39% | 887,877 | $23.7M | Add +0.3% |
| DUK Duke Energy Corp. | 0.38% | 189,598 | $23.1M | Add +0.3% |
| ACN Accenture PLC Class A | 0.38% | 73,962 | $23.1M | Reduce -4.1% |
| DHR Danaher Corp. | 0.36% | 106,489 | $21.8M | Reduce -3.2% |
| ABBV Abbvie Inc. | 0.36% | 103,465 | $21.7M | Reduce -2.1% |
| APH Amphenol Corp. Class A | 0.36% | 330,143 | $21.7M | Add +0.7% |
| MS Morgan Stanley | 0.35% | 179,565 | $20.9M | Reduce -4.1% |
| LBTYB Liberty Global Ltd. Class B | 0.33% | 1,755,987 | $19.8M | No change |
| GOOG Alphabet Inc. Class C | 0.33% | 126,332 | $19.7M | Reduce -2.0% |
| CME Cme Group Inc. | 0.32% | 73,283 | $19.4M | Add +2.3% |
| TMO Thermo Fisher Scientific Inc. | 0.32% | 39,037 | $19.4M | Reduce -2.9% |
| BMY Bristol-Myers Squibb Co. | 0.32% | 313,433 | $19.1M | Add +52.5% |
| ISRG Intuitive Surgical Inc. | 0.30% | 36,528 | $18.1M | Reduce -1.9% |
| IVW iShares S&P 500 Growth ETF | 0.30% | 193,957 | $18.0M | Reduce -2.9% |
| ADP Automatic Data Processing | 0.29% | 58,186 | $17.8M | Add +48.1% |
| IEMG iShares Core MSCI Emerging | 0.29% | 328,960 | $17.8M | Reduce -8.2% |
| PM Philip Morris International | 0.29% | 110,244 | $17.5M | Add +225.9% |
| CPRT Copart Inc. | 0.29% | 307,050 | $17.4M | Add +0.9% |
| PAYX Paychex Inc. | 0.28% | 112,093 | $17.3M | Reduce -2.7% |
| ECL Ecolab Inc. | 0.28% | 67,548 | $17.1M | Add +23.6% |
| RTX RTX Corp. | 0.28% | 127,913 | $16.9M | Add +27.7% |
| PANW Palo Alto Networks Inc. | 0.27% | 97,621 | $16.7M | Reduce -4.9% |
| CAT Caterpillar Inc. | 0.27% | 49,778 | $16.4M | Reduce -9.3% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 118,397 | $16.1M | Reduce -8.9% |
| LW Lamb Weston Holdings Inc. | 0.26% | 295,519 | $15.8M | Reduce -0.4% |
| IWB iShares Russell 1000 ETF | 0.26% | 50,924 | $15.6M | Reduce -0.9% |
| PEP Pepsico Inc. | 0.24% | 98,179 | $14.7M | Reduce -11.2% |
| BRO Brown & Brown Inc. | 0.24% | 117,887 | $14.7M | Add +0.1% |
| CBSH Commerce Bancshares Inc. | 0.24% | 231,288 | $14.4M | Reduce -11.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.23% | 80,880 | $14.0M | Add +1.5% |
| CTAS Cintas Corp. | 0.23% | 66,985 | $13.8M | Reduce -8.9% |
| IAU iShares Gold Trust | 0.22% | 229,784 | $13.5M | Reduce -7.0% |
| WM Waste Management Inc. | 0.22% | 58,272 | $13.5M | Add +28.0% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 297,809 | $13.5M | Reduce -6.8% |
| LPLA LPL Financial Holdings Inc. | 0.22% | 41,115 | $13.5M | Add +176.9% |
| RF Regions Financial Corp. | 0.22% | 613,255 | $13.3M | Add +1.7% |
| MRK Merck & Co. Inc. | 0.22% | 148,274 | $13.3M | Reduce -10.8% |
| EFA iShares MSCI Eafe ETF | 0.21% | 159,083 | $13.0M | Reduce -0.8% |
| PLD Prologis Inc. | 0.21% | 116,226 | $13.0M | Add +1.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 51,617 | $12.8M | Reduce -5.0% |
| TPL Texas Pacific Land Corp. | 0.21% | 9,684 | $12.8M | Add +236.1% |
| ZTS Zoetis Inc. | 0.21% | 77,380 | $12.7M | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 0.21% | 66,183 | $12.6M | Reduce -5.1% |
| GILD Gilead Sciences Inc. | 0.20% | 110,859 | $12.4M | Reduce -1.1% |
| IWV iShares Russell 3000 ETF | 0.20% | 38,555 | $12.2M | Reduce -28.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.20% | 21,818 | $12.2M | Add +9.3% |
| PLTR Palantir Technologies Inc. Class A | 0.20% | 140,871 | $11.9M | Reduce -30.5% |
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 | $985K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 295 | $8K | No change |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 127 | $6K | Add +60.8% |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 105 | $4K | No change |
| LGL.WS LGL Group Inc./the -CW25 | *W EXP 11/16/202 | 4,267 | $1K | No change |
Total filed on the 13F, all lines: $6.1B.
Portfolio Sells Q4 2024 → Q1 2025
| UMBF Umb Financial Corp. | Reduce -0.3% | 7.33% | −0.54 |
| AVGO Broadcom Inc. | Reduce -3.1% | 1.36% | −0.51 |
| NVDA Nvidia Corp. | Reduce -0.5% | 2.50% | −0.49 |
| AAPL Apple Inc. | Reduce -1.5% | 4.83% | −0.48 |
| GVI iShares Intermediate Governm | Reduce -28.2% | 1.40% | −0.44 |
| GOOGL Alphabet Inc. Class A | Reduce -1.5% | 1.99% | −0.38 |
| AMZN Amazon.com Inc. | Reduce -5.2% | 2.23% | −0.37 |
| MSFT Microsoft Corp. | Reduce -2.9% | 3.16% | −0.35 |
| TRV The Travelers Cos Inc. | Reduce -77.5% | 0.11% | −0.32 |
| ETN Eaton Corp. PLC | Reduce -26.9% | 0.47% | −0.29 |
| PWR Quanta Services Inc. | Reduce -64.8% | 0.07% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.9% | 1.26% | −0.17 |
| PH Parker Hannifin Corp. | Reduce -23.6% | 0.44% | −0.14 |
| IJH iShares Core S&P Midcap ETF | Reduce -3.4% | 2.17% | −0.13 |
| EMR Emerson Electric Co. | Reduce -43.0% | 0.12% | −0.11 |
| NEE Nextera Energy Inc. | Reduce -18.1% | 0.58% | −0.11 |
| CB Chubb Ltd. | Reduce -71.3% | 0.05% | −0.11 |
| AXON Axon Enterprise Inc. | Reduce -93.8% | 0.01% | −0.11 |
| KKR KKR & Co. Inc. | Reduce -77.4% | 0.02% | −0.10 |
| RJF Raymond James Financial Inc. | Reduce -85.8% | 0.01% | −0.10 |
| TFC Truist Financial Corp. | Reduce -77.7% | 0.03% | −0.09 |
| ADSK Autodesk Inc. | Reduce -72.3% | 0.03% | −0.09 |
| IWV iShares Russell 3000 ETF | Reduce -28.9% | 0.20% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -37.9% | 0.14% | −0.08 |
| CEG Constellation Energy | Reduce -85.9% | 0.01% | −0.08 |
| XYZ Block Inc. | Reduce -89.1% | 0.01% | −0.07 |
| AMAT Applied Materials Inc. | Reduce -71.5% | 0.02% | −0.07 |
| IWM iShares Russell 2000 ETF | Reduce -6.2% | 0.52% | −0.07 |
| NOW ServiceNow Inc. | Reduce -7.0% | 0.17% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 0.33% | −0.06 |
| DECK Deckers Outdoor Corp. | Reduce -84.9% | 0.01% | −0.06 |
| LW Lamb Weston Holdings Inc. | Reduce -0.4% | 0.26% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -8.9% | 1.76% | −0.05 |
| ACN Accenture PLC Class A | Reduce -4.1% | 0.38% | −0.05 |
| HIG Hartford Insurance Group Inc. | Reduce -87.0% | 0.01% | −0.05 |
| C Citigroup Inc. | Reduce -67.3% | 0.02% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -30.5% | 0.20% | −0.05 |
| CAT Caterpillar Inc. | Reduce -9.3% | 0.27% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -10.8% | 0.22% | −0.04 |
| DHR Danaher Corp. | Reduce -3.2% | 0.36% | −0.04 |
| SEIC Sei Investments Company | Reduce -25.4% | 0.11% | −0.04 |
| HTLF Heartland Financial USA Inc. | Sold out | 0.00% | −0.04 |
| MAR Marriott International Class A | Reduce -6.6% | 0.19% | −0.04 |
| CFB Crossfirst Bankshares Inc. | Sold out | 0.00% | −0.04 |
| INTU Intuit Inc. | Reduce -9.4% | 0.40% | −0.03 |
| HD Home Depot Inc. | Reduce -1.4% | 1.00% | −0.03 |
| MS Morgan Stanley | Reduce -4.1% | 0.35% | −0.03 |
| SAIA Saia Inc. | Reduce -93.7% | 0.00% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.9% | 0.30% | −0.02 |
| PEP Pepsico Inc. | Reduce -11.2% | 0.24% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BLK BlackRock Inc. | New | 0.56% | +0.56 |
| IVV iShares Core S&P 500 ETF | Add +9.5% | 5.68% | +0.46 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +156.2% | 0.44% | +0.26 |
| QUAL iShares MSCI USA Quality Fac | Add +21.1% | 1.47% | +0.26 |
| PM Philip Morris International | Add +225.9% | 0.29% | +0.22 |
| ABT Abbott Laboratories | Add +20.1% | 0.67% | +0.21 |
| V Visa Inc. Class A | Add +11.6% | 0.94% | +0.21 |
| IWR iShares Russell Mid-Cap ETF | Add +16.2% | 1.15% | +0.16 |
| TPL Texas Pacific Land Corp. | Add +236.1% | 0.21% | +0.16 |
| MRSH Marsh & McLennan Cos | Add +1978.1% | 0.16% | +0.15 |
| LPLA LPL Financial Holdings Inc. | Add +176.9% | 0.22% | +0.14 |
| BMY Bristol-Myers Squibb Co. | Add +52.5% | 0.32% | +0.13 |
| WELL Welltower Inc. | Add +1.2% | 0.56% | +0.12 |
| ADP Automatic Data Processing | Add +48.1% | 0.29% | +0.11 |
| TMUS T-Mobile US Inc. | Add +1248.4% | 0.11% | +0.10 |
| RTX RTX Corp. | Add +27.7% | 0.28% | +0.10 |
| ATO Atmos Energy Corp. | Add +3044.3% | 0.10% | +0.09 |
| MDT Medtronic PLC | Add +479.0% | 0.11% | +0.09 |
| HSY The Hershey Co. | Add +225.9% | 0.13% | +0.09 |
| KLAC KLA Corp. | Add +637.8% | 0.10% | +0.09 |
| ECL Ecolab Inc. | Add +23.6% | 0.28% | +0.08 |
| ADBE Adobe Inc. | Add +133.6% | 0.15% | +0.08 |
| NKE Nike Inc. Class B | Add +284.4% | 0.11% | +0.08 |
| WM Waste Management Inc. | Add +28.0% | 0.22% | +0.08 |
| BNY Bank of New York Mellon Corp. | Add +37.1% | 0.19% | +0.07 |
| BSX Boston Scientific Corp. | Add +76.7% | 0.12% | +0.06 |
| DUK Duke Energy Corp. | Add +0.3% | 0.38% | +0.06 |
| CME Cme Group Inc. | Add +2.3% | 0.32% | +0.06 |
| LBTYA Liberty Global Ltd. Class A | Add +149.1% | 0.10% | +0.06 |
| FTNT Fortinet Inc. | Add +72.8% | 0.12% | +0.06 |
| FOXA Fox Corp. Class A | Add +6472.8% | 0.05% | +0.05 |
| TJX TJX Companies Inc. | Add +0.8% | 0.97% | +0.05 |
| ECVT Ecovyst Inc. | New | 0.05% | +0.05 |
| BRO Brown & Brown Inc. | Add +0.1% | 0.24% | +0.05 |
| MCO Moody's Corp. | Add +293.4% | 0.07% | +0.05 |
| GRMN Garmin Ltd. | Add +364.6% | 0.06% | +0.05 |
| BUSE First Busey Corp. | New | 0.04% | +0.04 |
| PLD Prologis Inc. | Add +1.5% | 0.21% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +74.4% | 0.05% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +27.8% | 0.10% | +0.02 |
| T AT&T Inc. | Add +1.9% | 0.08% | +0.02 |
| ANET Arista Networks Inc. | New | 0.02% | +0.02 |
| ARCC Ares Capital Corp. | New | 0.02% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +23.8% | 0.08% | +0.02 |
| FAST Fastenal Co. | Add +0.1% | 0.15% | +0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.5% | 0.23% | +0.02 |
| KMI Kinder Morgan Inc. | Add +8.8% | 0.11% | +0.02 |
| VZ Verizon Communications Inc. | Add +6.8% | 0.08% | +0.02 |
| CSGP Costar Group Inc. | Add +1.8% | 0.11% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.3% | 0.20% | +0.02 |
Notes & Other Activity Q4 2024 → Q1 2025
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | Add +60.8% | 127 | $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 |