UMB Bank, n.a.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), UMB Bank, n.a. reported 2,121 stock positions worth $6.4 billion. Its top holding was Umb Financial (UMBF) at 7.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.4%) and Microsoft (MSFT, 3.9%). Compared with Q1 2025, it opened 94 new positions, sold out of 73, added to 953 and reduced 836. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +8%) and the biggest sale Apple (AAPL, shares −9%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0000933429
- Portfolio Value
- $6.4B (Q2 2025)
- SEC Filing
- 0000933429-25-000025 ↗ filed Jul 11, 2025
Holdings Value
Holdings 2,121 stocks · $6.4B
| UMBF Umb Financial Corp. | 7.13% | 4,353,205 | $457.8M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 6.40% | 661,367 | $410.6M | Add +7.9% |
| MSFT Microsoft Corp. | 3.89% | 501,626 | $249.5M | Reduce -1.8% |
| AAPL Apple Inc. | 3.86% | 1,206,003 | $247.4M | Reduce -8.6% |
| NVDA Nvidia Corp. | 3.40% | 1,380,746 | $218.1M | Reduce -1.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.41% | 212 | $154.5M | No change |
| AMZN Amazon.com Inc. | 2.28% | 666,933 | $146.3M | Reduce -6.2% |
| AVGO Broadcom Inc. | 2.08% | 484,171 | $133.5M | Reduce -1.9% |
| IJH iShares Core S&P Midcap ETF | 2.04% | 2,114,781 | $131.2M | Reduce -6.3% |
| GOOGL Alphabet Inc. Class A | 1.96% | 712,849 | $125.6M | Reduce -8.5% |
| JPM JPMorgan Chase & Co. | 1.91% | 423,014 | $122.6M | Reduce -2.6% |
| PGR Progressive Corp. | 1.79% | 431,561 | $115.2M | Reduce -0.0% |
| IEFA iShares Core MSCI Eafe ETF | 1.65% | 1,270,197 | $106.0M | Add +2.4% |
| META Meta Platforms Inc. Class A | 1.43% | 124,361 | $91.8M | Reduce -11.4% |
| QUAL iShares MSCI USA Quality Fac | 1.43% | 501,102 | $91.6M | Reduce -3.8% |
| COST Costco Wholesale Corp. | 1.37% | 88,797 | $87.9M | Reduce -2.5% |
| IWR iShares Russell Mid-Cap ETF | 1.26% | 882,080 | $81.1M | Add +8.0% |
| GVI iShares Intermediate Governm | 1.26% | 756,198 | $80.8M | Reduce -5.4% |
| IJR iShares Core S&P Small-Cap E | 1.08% | 632,380 | $69.1M | Reduce -13.5% |
| LLY Eli Lilly & Co. | 1.07% | 87,844 | $68.5M | Reduce -2.6% |
| MA Mastercard Inc. Class A | 1.06% | 120,568 | $67.8M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 139,227 | $67.6M | Reduce -7.2% |
| V Visa Inc. Class A | 0.98% | 177,564 | $63.0M | Add +8.7% |
| WMT Walmart Inc. | 0.94% | 614,407 | $60.1M | Reduce -2.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.93% | 485,081 | $59.9M | Add +0.2% |
| HD Home Depot Inc. | 0.93% | 162,778 | $59.7M | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 0.88% | 990,266 | $56.5M | Reduce -1.4% |
| CVX Chevron Corp. | 0.81% | 364,522 | $52.2M | Reduce -1.7% |
| JNJ Johnson & Johnson | 0.76% | 317,816 | $48.5M | Add +0.3% |
| TSLA Tesla Inc. | 0.74% | 150,408 | $47.8M | Reduce -1.7% |
| PG The Procter & Gamble Co. | 0.70% | 280,054 | $44.6M | Reduce -3.9% |
| NFLX Netflix Inc. | 0.69% | 32,903 | $44.1M | Reduce -3.1% |
| XOM Exxon Mobil Corp. | 0.68% | 405,271 | $43.7M | Reduce -1.0% |
| ABT Abbott Laboratories | 0.66% | 312,757 | $42.5M | Add +1.6% |
| ORLY O'reilly Automotive Inc. | 0.65% | 459,398 | $41.4M | Reduce -1.1% |
| LIN Linde PLC | 0.64% | 87,483 | $41.0M | Add +7.5% |
| IWM iShares Russell 2000 ETF | 0.60% | 178,894 | $38.6M | Add +14.1% |
| ORCL Oracle Corp. | 0.60% | 175,019 | $38.3M | Reduce -18.6% |
| MCD McDonald's Corp. | 0.60% | 130,939 | $38.3M | Reduce -0.5% |
| APH Amphenol Corp. Class A | 0.59% | 381,199 | $37.6M | Add +15.5% |
| BLK BlackRock Inc. | 0.58% | 35,728 | $37.5M | Reduce -0.8% |
| ETN Eaton Corp. PLC | 0.57% | 103,125 | $36.8M | Reduce -2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 728,941 | $34.5M | Reduce -1.3% |
| TXN Texas Instruments Inc. | 0.53% | 162,987 | $33.8M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.52% | 481,538 | $33.4M | Reduce -3.0% |
| WELL Welltower Inc. | 0.49% | 202,899 | $31.2M | Reduce -8.9% |
| PH Parker Hannifin Corp. | 0.48% | 44,228 | $30.9M | Add +0.5% |
| INTU Intuit Inc. | 0.47% | 38,202 | $30.1M | Reduce -3.4% |
| DFAC Dimensional US Core Equity 2 | 0.45% | 809,620 | $29.0M | Reduce -0.2% |
| PM Philip Morris International | 0.45% | 158,446 | $28.9M | Add +43.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.42% | 271,179 | $26.6M | Reduce -6.3% |
| UNP Union Pacific Corp. | 0.41% | 114,216 | $26.3M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.40% | 111,579 | $26.0M | Reduce -0.3% |
| MS Morgan Stanley | 0.38% | 173,054 | $24.4M | Reduce -3.6% |
| DUK Duke Energy Corp. | 0.34% | 187,331 | $22.1M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.34% | 359,466 | $21.6M | Add +9.3% |
| GOOG Alphabet Inc. Class C | 0.34% | 121,449 | $21.5M | Reduce -3.9% |
| ACN Accenture PLC Class A | 0.33% | 71,740 | $21.4M | Reduce -3.0% |
| CRM Salesforce Inc. | 0.33% | 77,594 | $21.2M | Reduce -18.4% |
| CME Cme Group Inc. | 0.32% | 74,351 | $20.5M | Add +1.5% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 184,520 | $20.3M | Reduce -4.9% |
| ISRG Intuitive Surgical Inc. | 0.31% | 36,082 | $19.6M | Reduce -1.2% |
| PANW Palo Alto Networks Inc. | 0.30% | 93,872 | $19.2M | Reduce -3.8% |
| ABBV Abbvie Inc. | 0.30% | 102,528 | $19.0M | Reduce -0.9% |
| RTX RTX Corp. | 0.29% | 128,528 | $18.8M | Add +0.5% |
| ADP Automatic Data Processing | 0.29% | 60,000 | $18.5M | Add +3.1% |
| CAT Caterpillar Inc. | 0.29% | 47,443 | $18.4M | Reduce -4.7% |
| KO The Coca-Cola Co. | 0.29% | 259,703 | $18.4M | Add +145.4% |
| CPRT Copart Inc. | 0.29% | 373,629 | $18.3M | Add +21.7% |
| ECL Ecolab Inc. | 0.29% | 67,928 | $18.3M | Add +0.6% |
| CAG Conagra Brands Inc. | 0.28% | 888,662 | $18.2M | Add +0.1% |
| PLTR Palantir Technologies Inc. Class A | 0.28% | 130,625 | $17.8M | Reduce -7.3% |
| IWB iShares Russell 1000 ETF | 0.27% | 51,261 | $17.4M | Add +0.7% |
| LBTYB Liberty Global Ltd. Class B | 0.26% | 1,755,987 | $16.8M | No change |
| PAYX Paychex Inc. | 0.25% | 110,809 | $16.1M | Reduce -1.1% |
| SDY SS SPDR S&P Dividend ETF | 0.25% | 116,618 | $15.8M | Reduce -1.5% |
| LPLA LPL Financial Holdings Inc. | 0.24% | 41,177 | $15.4M | Add +0.1% |
| LW Lamb Weston Holdings Inc. | 0.24% | 295,601 | $15.3M | Add +0.0% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 59,128 | $15.2M | Add +535.4% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 36,615 | $14.8M | Reduce -6.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 49,788 | $14.7M | Reduce -3.5% |
| IAU iShares Gold Trust | 0.22% | 230,628 | $14.4M | Add +0.4% |
| RF Regions Financial Corp. | 0.22% | 610,223 | $14.4M | Reduce -0.5% |
| CTAS Cintas Corp. | 0.22% | 64,209 | $14.3M | Reduce -4.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 80,582 | $14.2M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 285,924 | $14.1M | Reduce -4.0% |
| CBSH Commerce Bancshares Inc. | 0.22% | 226,383 | $14.1M | Reduce -2.1% |
| EFA iShares MSCI Eafe ETF | 0.22% | 157,049 | $14.0M | Reduce -1.3% |
| UNH Unitedhealth Group Inc. | 0.21% | 44,179 | $13.8M | Reduce -49.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 21,850 | $13.5M | Add +0.1% |
| WM Waste Management Inc. | 0.21% | 58,990 | $13.5M | Add +1.2% |
| BRO Brown & Brown Inc. | 0.20% | 117,815 | $13.1M | Reduce -0.1% |
| IWV iShares Russell 3000 ETF | 0.20% | 36,133 | $12.7M | Reduce -6.3% |
| MAR Marriott International Class A | 0.20% | 45,859 | $12.5M | Reduce -4.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 28,500 | $12.5M | Reduce -2.2% |
| IWP iShares Russell Mid-Cap Grow | 0.19% | 89,683 | $12.4M | Reduce -8.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.19% | 135,806 | $12.4M | Add +1.1% |
| IVE iShares S&P 500 Value ETF | 0.19% | 62,570 | $12.2M | Reduce -5.5% |
| GILD Gilead Sciences Inc. | 0.19% | 109,934 | $12.2M | Reduce -0.8% |
| ZTS Zoetis Inc. | 0.19% | 76,837 | $12.0M | Reduce -0.7% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $983K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 798 | $968K | No change |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 127 | $7K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 266 | $6K | Reduce -9.8% |
| LGL.WS LGL Group Inc./the -CW25 | *W EXP 11/16/202 | 4,267 | $2K | No change |
Total filed on the 13F, all lines: $6.4B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -8.6% | 3.86% | −0.97 |
| UNH Unitedhealth Group Inc. | Reduce -49.3% | 0.21% | −0.54 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.2% | 1.05% | −0.26 |
| PGR Progressive Corp. | Reduce -0.0% | 1.79% | −0.22 |
| CVX Chevron Corp. | Reduce -1.7% | 0.81% | −0.21 |
| DHR Danaher Corp. | Reduce -53.6% | 0.15% | −0.21 |
| UMBF Umb Financial Corp. | Reduce -1.0% | 7.13% | −0.19 |
| IJR iShares Core S&P Small-Cap E | Reduce -13.5% | 1.08% | −0.18 |
| BMY Bristol-Myers Squibb Co. | Reduce -37.4% | 0.14% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -2.6% | 1.07% | −0.16 |
| TPL Texas Pacific Land Corp. | Reduce -65.9% | 0.05% | −0.16 |
| PLD Prologis Inc. | Reduce -64.5% | 0.07% | −0.15 |
| GVI iShares Intermediate Governm | Reduce -5.4% | 1.26% | −0.14 |
| IJH iShares Core S&P Midcap ETF | Reduce -6.3% | 2.04% | −0.13 |
| PG The Procter & Gamble Co. | Reduce -3.9% | 0.70% | −0.12 |
| XOM Exxon Mobil Corp. | Reduce -1.0% | 0.68% | −0.12 |
| CRM Salesforce Inc. | Reduce -18.4% | 0.33% | −0.09 |
| PEP Pepsico Inc. | Reduce -24.4% | 0.15% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.2% | 0.23% | −0.09 |
| ORLY O'reilly Automotive Inc. | Reduce -1.1% | 0.65% | −0.09 |
| NKE Nike Inc. Class B | Reduce -78.6% | 0.02% | −0.09 |
| MCD McDonald's Corp. | Reduce -0.5% | 0.60% | −0.08 |
| WELL Welltower Inc. | Reduce -8.9% | 0.49% | −0.08 |
| HD Home Depot Inc. | Reduce -1.7% | 0.93% | −0.07 |
| ABBV Abbvie Inc. | Reduce -0.9% | 0.30% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -13.3% | 0.16% | −0.06 |
| NEE Nextera Energy Inc. | Reduce -3.0% | 0.52% | −0.06 |
| ADBE Adobe Inc. | Reduce -36.2% | 0.09% | −0.06 |
| BKR Baker Hughes Co. | Reduce -92.0% | 0.00% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -1.5% | 1.06% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -2.5% | 1.37% | −0.05 |
| GRMN Garmin Ltd. | Reduce -79.2% | 0.01% | −0.05 |
| NOW ServiceNow Inc. | Reduce -40.3% | 0.13% | −0.05 |
| ACN Accenture PLC Class A | Reduce -3.0% | 0.33% | −0.05 |
| TT Trane Technologies PLC | Reduce -49.2% | 0.07% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -74.0% | 0.02% | −0.04 |
| QUAL iShares MSCI USA Quality Fac | Reduce -3.8% | 1.43% | −0.04 |
| BRO Brown & Brown Inc. | Reduce -0.1% | 0.20% | −0.04 |
| UNP Union Pacific Corp. | Reduce -0.6% | 0.41% | −0.04 |
| DUK Duke Energy Corp. | Reduce -1.2% | 0.34% | −0.04 |
| AMGN Amgen Inc. | Reduce -8.4% | 0.12% | −0.04 |
| PAYX Paychex Inc. | Reduce -1.1% | 0.25% | −0.03 |
| IWF iShares Russell 1000 Growth | Reduce -26.1% | 0.14% | −0.03 |
| COP Conocophillips | Reduce -3.0% | 0.11% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -14.8% | 0.11% | −0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -8.5% | 1.96% | −0.03 |
| EMLP First Trust North American E | Reduce -9.9% | 0.16% | −0.03 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.03 |
| ZTS Zoetis Inc. | Reduce -0.7% | 0.19% | −0.02 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -6.3% | 0.42% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +7.9% | 6.40% | +0.72 |
| APH Amphenol Corp. Class A | Add +15.5% | 0.59% | +0.23 |
| GE General Electric | Add +535.4% | 0.24% | +0.21 |
| ROL Rollins Inc. | Add +53037.7% | 0.18% | +0.18 |
| KO The Coca-Cola Co. | Add +145.4% | 0.29% | +0.16 |
| PM Philip Morris International | Add +43.7% | 0.45% | +0.16 |
| APO Apollo Global Management Inc. | Add +7489.1% | 0.15% | +0.15 |
| VRSN Verisign Inc. | Add +19302.5% | 0.14% | +0.14 |
| IWR iShares Russell Mid-Cap ETF | Add +8.0% | 1.26% | +0.12 |
| BX Blackstone Inc. | Add +465.6% | 0.14% | +0.12 |
| UBER Uber Technologies Inc. | Add +605.8% | 0.13% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.4% | 1.65% | +0.11 |
| LRCX Lam Research Corp. | Add +1149.7% | 0.09% | +0.09 |
| AWK American Water Works Co. Inc. | Add +392.3% | 0.11% | +0.09 |
| IWM iShares Russell 2000 ETF | Add +14.1% | 0.60% | +0.09 |
| CSGP Costar Group Inc. | Add +76.7% | 0.19% | +0.08 |
| AMD Advanced Micro Devices | Add +199.6% | 0.10% | +0.07 |
| HOOD Robinhood Markets Inc. Class A | Add +380633.3% | 0.07% | +0.07 |
| BKNG Booking Holdings Inc. | Add +73.0% | 0.13% | +0.07 |
| DIS The Walt Disney Co. | Add +53.7% | 0.13% | +0.06 |
| TW Tradeweb Markets Inc. Class A | Add +1191550.0% | 0.05% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +9.3% | 0.34% | +0.04 |
| PH Parker Hannifin Corp. | Add +0.5% | 0.48% | +0.04 |
| V Visa Inc. Class A | Add +8.7% | 0.98% | +0.04 |
| APP AppLovin Corp. Class A | Add +696.4% | 0.04% | +0.03 |
| COF Capital One Financial Corp. | Add +246.9% | 0.04% | +0.03 |
| KLAC KLA Corp. | Add +1.6% | 0.13% | +0.03 |
| MU Micron Technology Inc. | Add +240.0% | 0.03% | +0.03 |
| PSA Public Storage | Add +33.4% | 0.13% | +0.03 |
| ESGU iShares ESG Aware MSCI USA | Add +28.5% | 0.08% | +0.02 |
| LPLA LPL Financial Holdings Inc. | Add +0.1% | 0.24% | +0.02 |
| LIN Linde PLC | Add +7.5% | 0.64% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.7% | 0.27% | +0.01 |
| RTX RTX Corp. | Add +0.5% | 0.29% | +0.01 |
| PTY PIMCO Corporate & Income Opp | New | 0.01% | +0.01 |
| DLR Digital Realty Trust Inc. | Add +0.0% | 0.08% | +0.01 |
| MATW Matthews Intl Corp. Class A | Add +11737.7% | 0.01% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.1% | 0.21% | +0.01 |
| FTNT Fortinet Inc. | Add +2.6% | 0.13% | +0.01 |
| GEV GE Vernova Inc. | Add +6.4% | 0.02% | +0.01 |
| MUB iShares National Muni Bond E | Add +309.0% | 0.01% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.6% | 0.02% | +0.01 |
| AME Ametek Inc. | Add +470.1% | 0.01% | +0.01 |
| URA Global X Uranium ETF | New | 0.01% | +0.01 |
| BNY Bank of New York Mellon Corp. | Add +1.1% | 0.19% | +0.01 |
| IQLT iShares MSCI International Q | New | 0.01% | +0.01 |
| MPC Marathon Petroleum Corp. | Add +3.8% | 0.06% | +0.01 |
| MCO Moody's Corp. | Add +7.3% | 0.07% | +0.01 |
| BSX Boston Scientific Corp. | Add +4.4% | 0.13% | +0.01 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2025 → Q2 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -9.8% | 266 | $6K |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Sold out | 105 | $4Kbefore exit |
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 |