UMB Bank, n.a.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 4, 2025), UMB Bank, n.a. reported 2,147 stock positions worth $6.8 billion. Its top holding was Umb Financial (UMBF) at 7.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.5%) and Apple (AAPL, 4.5%). Compared with Q2 2025, it opened 81 new positions, sold out of 55, added to 1,083 and reduced 701. The biggest buy was Johnson & Johnson (JNJ, shares +7%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0000933429
- Portfolio Value
- $6.8B (Q3 2025)
- SEC Filing
- 0000933429-25-000028 ↗ filed Nov 4, 2025
Holdings Value
Holdings 2,147 stocks · $6.8B
| UMBF Umb Financial Corp. | 7.52% | 4,315,949 | $510.8M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 6.46% | 655,390 | $438.7M | Reduce -0.9% |
| AAPL Apple Inc. | 4.45% | 1,188,367 | $302.6M | Reduce -1.5% |
| MSFT Microsoft Corp. | 3.79% | 496,829 | $257.3M | Reduce -1.0% |
| NVDA Nvidia Corp. | 3.75% | 1,366,068 | $254.9M | Reduce -1.1% |
| GOOGL Alphabet Inc. Class A | 2.51% | 702,780 | $170.8M | Reduce -1.4% |
| AVGO Broadcom Inc. | 2.33% | 479,863 | $158.3M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 2.14% | 661,096 | $145.2M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.03% | 183 | $138.0M | Reduce -13.7% |
| JPM JPMorgan Chase & Co. | 1.94% | 418,800 | $132.1M | Reduce -1.0% |
| IJH iShares Core S&P Midcap ETF | 1.84% | 1,912,478 | $124.8M | Reduce -9.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.69% | 1,312,787 | $114.6M | Add +3.4% |
| PGR Progressive Corp. | 1.57% | 431,734 | $106.6M | Add +0.0% |
| QUAL iShares MSCI USA Quality Fac | 1.36% | 474,088 | $92.2M | Reduce -5.4% |
| META Meta Platforms Inc. Class A | 1.34% | 124,195 | $91.2M | Reduce -0.1% |
| IWR iShares Russell Mid-Cap ETF | 1.29% | 906,760 | $87.5M | Add +2.8% |
| GVI iShares Intermediate Governm | 1.23% | 780,248 | $83.8M | Add +3.2% |
| COST Costco Wholesale Corp. | 1.20% | 87,856 | $81.3M | Reduce -1.1% |
| IJR iShares Core S&P Small-Cap E | 1.06% | 604,592 | $71.8M | Reduce -4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.03% | 138,973 | $69.9M | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.03% | 483,238 | $69.8M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.99% | 118,251 | $67.3M | Reduce -1.9% |
| TSLA Tesla Inc. | 0.97% | 148,832 | $66.2M | Reduce -1.1% |
| HD Home Depot Inc. | 0.96% | 160,390 | $65.0M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.93% | 340,975 | $63.2M | Add +7.3% |
| WMT Walmart Inc. | 0.92% | 609,267 | $62.8M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.90% | 79,786 | $60.9M | Reduce -9.2% |
| VEA Vanguard Ftse Developed ETF | 0.85% | 963,180 | $57.7M | Reduce -2.7% |
| CVX Chevron Corp. | 0.81% | 353,887 | $55.0M | Reduce -2.9% |
| V Visa Inc. Class A | 0.80% | 158,458 | $54.1M | Reduce -10.8% |
| ORCL Oracle Corp. | 0.72% | 175,116 | $49.2M | Add +0.1% |
| ORLY O'reilly Automotive Inc. | 0.72% | 455,702 | $49.1M | Reduce -0.8% |
| APH Amphenol Corp. Class A | 0.69% | 378,833 | $46.9M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.66% | 396,447 | $44.7M | Reduce -2.2% |
| IWM iShares Russell 2000 ETF | 0.64% | 180,298 | $43.6M | Add +0.8% |
| PG The Procter & Gamble Co. | 0.63% | 276,795 | $42.5M | Reduce -1.2% |
| LIN Linde PLC | 0.61% | 87,217 | $41.4M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.61% | 308,895 | $41.4M | Reduce -1.2% |
| BLK BlackRock Inc. | 0.61% | 35,279 | $41.1M | Reduce -1.3% |
| NFLX Netflix Inc. | 0.59% | 33,405 | $40.0M | Add +1.5% |
| MCD McDonald's Corp. | 0.58% | 128,795 | $39.1M | Reduce -1.6% |
| ETN Eaton Corp. PLC | 0.57% | 102,681 | $38.4M | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.55% | 719,600 | $37.1M | Reduce -1.3% |
| NEE Nextera Energy Inc. | 0.53% | 475,038 | $35.9M | Reduce -1.4% |
| PH Parker Hannifin Corp. | 0.49% | 44,016 | $33.4M | Reduce -0.5% |
| WELL Welltower Inc. | 0.47% | 179,936 | $32.1M | Reduce -11.3% |
| DFAC Dimensional US Core Equity 2 | 0.46% | 809,165 | $31.2M | Reduce -0.1% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.46% | 296,526 | $31.1M | Add +9.3% |
| GOOG Alphabet Inc. Class C | 0.45% | 124,727 | $30.4M | Add +2.7% |
| TXN Texas Instruments Inc. | 0.43% | 158,824 | $29.2M | Reduce -2.5% |
| UNP Union Pacific Corp. | 0.40% | 113,606 | $26.9M | Reduce -0.5% |
| MS Morgan Stanley | 0.39% | 166,345 | $26.4M | Reduce -3.9% |
| PM Philip Morris International | 0.38% | 157,575 | $25.6M | Reduce -0.6% |
| INTU Intuit Inc. | 0.37% | 37,175 | $25.4M | Reduce -2.7% |
| IEMG iShares Core MSCI Emerging | 0.36% | 369,773 | $24.4M | Add +2.9% |
| ABBV Abbvie Inc. | 0.35% | 102,206 | $23.7M | Reduce -0.3% |
| HON Honeywell International Inc. | 0.35% | 112,211 | $23.6M | Add +0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 128,567 | $23.5M | Reduce -1.6% |
| DUK Duke Energy Corp. | 0.34% | 185,192 | $22.9M | Reduce -1.1% |
| LBTYB Liberty Global Ltd. Class B | 0.33% | 1,755,987 | $22.6M | No change |
| CAT Caterpillar Inc. | 0.32% | 46,242 | $22.1M | Reduce -2.5% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 177,445 | $21.4M | Reduce -3.8% |
| RTX RTX Corp. | 0.30% | 123,245 | $20.6M | Reduce -4.1% |
| IWB iShares Russell 1000 ETF | 0.30% | 55,846 | $20.4M | Add +8.9% |
| CME Cme Group Inc. | 0.29% | 73,561 | $19.9M | Reduce -1.1% |
| PANW Palo Alto Networks Inc. | 0.28% | 94,792 | $19.3M | Add +1.0% |
| CSGP Costar Group Inc. | 0.28% | 225,305 | $19.0M | Add +51.6% |
| IAU iShares Gold Trust | 0.28% | 257,416 | $18.7M | Add +11.6% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 61,651 | $18.5M | Add +4.3% |
| ECL Ecolab Inc. | 0.27% | 67,238 | $18.4M | Reduce -1.0% |
| CRM Salesforce Inc. | 0.27% | 76,739 | $18.2M | Reduce -1.1% |
| ROL Rollins Inc. | 0.26% | 299,568 | $17.6M | Add +43.5% |
| TMO Thermo Fisher Scientific Inc. | 0.26% | 35,977 | $17.4M | Reduce -1.7% |
| KO The Coca-Cola Co. | 0.26% | 262,630 | $17.4M | Add +1.1% |
| ADP Automatic Data Processing | 0.25% | 58,965 | $17.3M | Reduce -1.7% |
| LW Lamb Weston Holdings Inc. | 0.25% | 295,532 | $17.2M | Reduce -0.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 147,521 | $16.9M | Add +119.8% |
| CAG Conagra Brands Inc. | 0.24% | 890,566 | $16.3M | Add +0.2% |
| RF Regions Financial Corp. | 0.24% | 608,263 | $16.0M | Reduce -0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.24% | 114,412 | $16.0M | Reduce -1.9% |
| ISRG Intuitive Surgical Inc. | 0.23% | 35,475 | $15.9M | Reduce -1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 287,090 | $15.6M | Add +0.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.22% | 79,625 | $14.8M | Reduce -1.2% |
| EFA iShares MSCI Eafe ETF | 0.22% | 157,012 | $14.7M | Reduce -0.0% |
| APO Apollo Global Management Inc. | 0.22% | 109,672 | $14.6M | Add +60.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 21,898 | $14.6M | Add +0.2% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.21% | 131,469 | $14.3M | Reduce -3.2% |
| PAYX Paychex Inc. | 0.20% | 108,896 | $13.8M | Reduce -1.7% |
| CBSH Commerce Bancshares Inc. | 0.20% | 229,763 | $13.7M | Add +1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.20% | 28,511 | $13.7M | Add +0.0% |
| MDT Medtronic PLC | 0.19% | 138,278 | $13.2M | Add +65.8% |
| CTAS Cintas Corp. | 0.19% | 63,178 | $13.0M | Reduce -1.6% |
| WM Waste Management Inc. | 0.19% | 57,999 | $12.8M | Reduce -1.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 44,116 | $12.4M | Reduce -11.4% |
| IWV iShares Russell 3000 ETF | 0.18% | 32,833 | $12.4M | Reduce -9.1% |
| GILD Gilead Sciences Inc. | 0.18% | 109,385 | $12.1M | Reduce -0.5% |
| MAR Marriott International Class A | 0.17% | 45,483 | $11.8M | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 0.17% | 56,766 | $11.7M | Reduce -9.3% |
| GEV GE Vernova Inc. | 0.17% | 18,944 | $11.6M | Add +736.4% |
| WFC Wells Fargo & Co. | 0.17% | 138,862 | $11.6M | Add +52.7% |
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 | 127 | $9K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 266 | $7K | No change |
| MPTI.WS M-Tron Industries Inc. -28 | *W EXP 04/25/202 | 2,133 | $4K | New |
| LGL.WS LGL Group Inc./the -CW25 | *W EXP 11/16/202 | 4,267 | $1K | No change |
Total filed on the 13F, all lines: $6.8B.
Portfolio Sells Q2 2025 → Q3 2025
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -13.7% | 2.03% | −0.38 |
| CPRT Copart Inc. | Reduce -92.4% | 0.02% | −0.27 |
| LPLA LPL Financial Holdings Inc. | Reduce -91.2% | 0.02% | −0.22 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.6% | 1.84% | −0.21 |
| ACN Accenture PLC Class A | Reduce -50.2% | 0.13% | −0.20 |
| V Visa Inc. Class A | Reduce -10.8% | 0.80% | −0.19 |
| COST Costco Wholesale Corp. | Reduce -1.1% | 1.20% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -9.2% | 0.90% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 2.14% | −0.14 |
| CMCSA Comcast Corp. Class A | Reduce -71.9% | 0.04% | −0.13 |
| MSFT Microsoft Corp. | Reduce -1.0% | 3.79% | −0.10 |
| TXN Texas Instruments Inc. | Reduce -2.5% | 0.43% | −0.10 |
| INTU Intuit Inc. | Reduce -2.7% | 0.37% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 1.34% | −0.09 |
| MRSH Marsh & McLennan Cos | Reduce -41.9% | 0.08% | −0.08 |
| AWK American Water Works Co. Inc. | Reduce -65.7% | 0.04% | −0.08 |
| PM Philip Morris International | Reduce -0.6% | 0.38% | −0.07 |
| ISRG Intuitive Surgical Inc. | Reduce -1.7% | 0.23% | −0.07 |
| QUAL iShares MSCI USA Quality Fac | Reduce -5.4% | 1.36% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.63% | −0.07 |
| MA Mastercard Inc. Class A | Reduce -1.9% | 0.99% | −0.07 |
| CRM Salesforce Inc. | Reduce -1.1% | 0.27% | −0.06 |
| TW Tradeweb Markets Inc. Class A | Reduce -100.0% | 0.00% | −0.05 |
| ABT Abbott Laboratories | Reduce -1.2% | 0.61% | −0.05 |
| TPL Texas Pacific Land Corp. | Reduce -96.5% | 0.00% | −0.05 |
| PAYX Paychex Inc. | Reduce -1.7% | 0.20% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -25.2% | 0.17% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -11.4% | 0.18% | −0.05 |
| ADBE Adobe Inc. | Reduce -40.0% | 0.05% | −0.04 |
| IWP iShares Russell Mid-Cap Grow | Reduce -18.6% | 0.15% | −0.04 |
| FTNT Fortinet Inc. | Reduce -7.4% | 0.09% | −0.04 |
| ADP Automatic Data Processing | Reduce -1.7% | 0.25% | −0.03 |
| CTAS Cintas Corp. | Reduce -1.6% | 0.19% | −0.03 |
| ECVT Ecovyst Inc. | Reduce -47.4% | 0.04% | −0.03 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.7% | 0.85% | −0.03 |
| LIN Linde PLC | Reduce -0.3% | 0.61% | −0.03 |
| XLE SS Energy Select Sector | Reduce -55.1% | 0.02% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -29.6% | 0.05% | −0.03 |
| CME Cme Group Inc. | Reduce -1.1% | 0.29% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -20.9% | 0.09% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 1.03% | −0.03 |
| XOM Exxon Mobil Corp. | Reduce -2.2% | 0.66% | −0.02 |
| DHR Danaher Corp. | Reduce -10.0% | 0.13% | −0.02 |
| WM Waste Management Inc. | Reduce -1.7% | 0.19% | −0.02 |
| GWW WW Grainger Inc. | Reduce -4.3% | 0.10% | −0.02 |
| ZTS Zoetis Inc. | Reduce -0.2% | 0.17% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Reduce -7.6% | 0.12% | −0.02 |
| IWS iShares Russell Mid-Cap Valu | Reduce -12.9% | 0.14% | −0.02 |
| MAR Marriott International Class A | Reduce -0.8% | 0.17% | −0.02 |
| BSX Boston Scientific Corp. | Reduce -2.4% | 0.11% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| JNJ Johnson & Johnson | Add +7.3% | 0.93% | +0.17 |
| GEV GE Vernova Inc. | Add +736.4% | 0.17% | +0.15 |
| CEG Constellation Energy | Add +869.0% | 0.16% | +0.14 |
| ORCL Oracle Corp. | Add +0.1% | 0.72% | +0.13 |
| DIS The Walt Disney Co. | Add +119.8% | 0.25% | +0.12 |
| GOOG Alphabet Inc. Class C | Add +2.7% | 0.45% | +0.11 |
| EQT Eqt Corp. | Add +2764.3% | 0.10% | +0.10 |
| CSGP Costar Group Inc. | Add +51.6% | 0.28% | +0.09 |
| MDT Medtronic PLC | Add +65.8% | 0.19% | +0.08 |
| ROL Rollins Inc. | Add +43.5% | 0.26% | +0.08 |
| APO Apollo Global Management Inc. | Add +60.0% | 0.22% | +0.06 |
| MRVL Marvell Technology Inc. | Add +1823.6% | 0.06% | +0.06 |
| WFC Wells Fargo & Co. | Add +52.7% | 0.17% | +0.06 |
| MNST Monster Beverage Corp. | Add +2436.3% | 0.06% | +0.05 |
| IAU iShares Gold Trust | Add +11.6% | 0.28% | +0.05 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +9.3% | 0.46% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +0.8% | 0.64% | +0.04 |
| RDDT Reddit Inc. Class A | Add +772.8% | 0.04% | +0.04 |
| GE General Electric | Add +4.3% | 0.27% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.4% | 1.69% | +0.03 |
| HOOD Robinhood Markets Inc. Class A | Add +0.1% | 0.10% | +0.03 |
| IWB iShares Russell 1000 ETF | Add +8.9% | 0.30% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +2.8% | 1.29% | +0.02 |
| GNRC Generac Holdings Inc. | Add +500.8% | 0.03% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +2.9% | 0.36% | +0.02 |
| KLAC KLA Corp. | Add +1.6% | 0.15% | +0.02 |
| USMV iShares MSCI USA Min Vol Fac | Add +57.0% | 0.06% | +0.02 |
| PSBD Palmer Square Capital BDC Inc. | New | 0.01% | +0.01 |
| JQUA JPMorgan US Quality Factor | New | 0.01% | +0.01 |
| LWLG Lightwave Logic Inc. | Add +3.4% | 0.02% | +0.01 |
| UBER Uber Technologies Inc. | Add +11.5% | 0.14% | +0.01 |
| BX Blackstone Inc. | Add +0.7% | 0.15% | +0.01 |
| USHY iShares Broad Usd High Yield | Add +17.5% | 0.11% | +0.01 |
| ARIS WATER SOLUTIONS INC-A | New | 0.01% | +0.01 |
| VFC VF Corp. | Add +0.4% | 0.08% | +0.01 |
| MU Micron Technology Inc. | Add +4.1% | 0.04% | +0.01 |
| HSY The Hershey Co. | Add +0.8% | 0.14% | +0.01 |
| PTY PIMCO Corporate & Income Opp | Add +90.4% | 0.02% | +0.01 |
| B Barrick Mining Corp. | New | 0.01% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +0.4% | 0.23% | +0.01 |
| CLOI Vaneck Clo ETF | New | 0.01% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.8% | 0.04% | +0.01 |
| AMD Advanced Micro Devices | Add +0.4% | 0.10% | +0.01 |
| VLO Valero Energy Corp. | Add +7.9% | 0.03% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.0% | 0.20% | +0.01 |
| DEO Diageo PLC-Sponsored ADR | Add +1447.6% | 0.01% | +0.01 |
| AES AES Corp. | Add +21.8% | 0.02% | +0.01 |
| COIN Coinbase Global Inc. Class A | Add +541.6% | 0.01% | +0.01 |
| PSX Phillips 66 | Add +0.1% | 0.07% | +0.01 |
| LBTYK Liberty Global Ltd. Class C | Add +0.1% | 0.07% | +0.01 |
Notes & Other Activity Q2 2025 → Q3 2025
| MPTI.WS M-Tron Industries Inc. -28 | *W EXP 04/25/202 | New | 2,133 | $4K |
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 |