UMB Bank, n.a.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), UMB Bank, n.a. reported 2,274 stock positions worth $7.5 billion. Its top holding was Umb Financial (UMBF) at 7.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.3%) and Apple (AAPL, 4.4%). Compared with Q3 2025, it opened 186 new positions, sold out of 59, added to 1,297 and reduced 536. The biggest buy was Vanguard Mrngstar GR ETF-Sui (VUG, shares +493%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −52%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0000933429
- Portfolio Value
- $7.5B (Q4 2025)
- SEC Filing
- 0000933429-26-000014 ↗ filed Feb 13, 2026
Holdings Value
Holdings 2,274 stocks · $7.5B
| UMBF Umb Financial Corp. | 7.36% | 4,809,824 | $553.3M | Add +11.4% |
| IVV iShares Core S&P 500 ETF | 6.28% | 689,788 | $472.5M | Add +5.3% |
| AAPL Apple Inc. | 4.44% | 1,226,949 | $333.6M | Add +3.3% |
| MSFT Microsoft Corp. | 3.35% | 521,247 | $252.1M | Add +4.9% |
| NVDA Nvidia Corp. | 3.32% | 1,338,897 | $249.7M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 3.04% | 729,683 | $228.4M | Add +3.8% |
| AVGO Broadcom Inc. | 2.30% | 499,934 | $173.0M | Add +4.2% |
| AMZN Amazon.com Inc. | 2.08% | 679,088 | $156.7M | Add +2.7% |
| JPM JPMorgan Chase & Co. | 1.90% | 444,320 | $143.2M | Add +6.1% |
| IJH iShares Core S&P Midcap ETF | 1.60% | 1,820,602 | $120.2M | Reduce -4.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.53% | 1,287,524 | $115.2M | Reduce -1.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.46% | 145 | $109.4M | Reduce -20.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.31% | 196,023 | $98.5M | Add +41.0% |
| PGR Progressive Corp. | 1.31% | 432,009 | $98.4M | Add +0.1% |
| IWR iShares Russell Mid-Cap ETF | 1.24% | 965,862 | $93.0M | Add +6.5% |
| LLY Eli Lilly & Co. | 1.12% | 78,640 | $84.5M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.10% | 169,023 | $82.5M | Add +492.8% |
| META Meta Platforms Inc. Class A | 1.06% | 121,307 | $80.1M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 1.03% | 89,959 | $77.6M | Add +2.4% |
| JNJ Johnson & Johnson | 1.02% | 372,325 | $77.1M | Add +9.2% |
| WMT Walmart Inc. | 0.99% | 664,814 | $74.1M | Add +9.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.98% | 386,078 | $73.7M | Add +384.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.98% | 479,097 | $73.6M | Reduce -0.9% |
| GVI iShares Intermediate Governm | 0.96% | 670,953 | $72.0M | Reduce -14.0% |
| IJR iShares Core S&P Small-Cap E | 0.92% | 575,314 | $69.1M | Reduce -4.8% |
| MA Mastercard Inc. Class A | 0.89% | 116,670 | $66.6M | Reduce -1.3% |
| TSLA Tesla Inc. | 0.87% | 145,431 | $65.4M | Reduce -2.3% |
| VEA Vanguard Ftse Developed ETF | 0.80% | 966,458 | $60.4M | Add +0.3% |
| CVX Chevron Corp. | 0.78% | 385,654 | $58.8M | Add +9.0% |
| V Visa Inc. Class A | 0.76% | 163,046 | $57.2M | Add +2.9% |
| HD Home Depot Inc. | 0.75% | 164,046 | $56.4M | Add +2.3% |
| APH Amphenol Corp. Class A | 0.66% | 367,694 | $49.7M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.65% | 408,404 | $49.1M | Add +3.0% |
| ITM Vaneck Intermediate Muni ETF | 0.64% | 1,024,052 | $48.3M | New |
| JQUA JPMorgan US Quality Factor | 0.63% | 750,679 | $47.4M | Add +4731.9% |
| IWM iShares Russell 2000 ETF | 0.63% | 191,055 | $47.0M | Add +6.0% |
| QUAL iShares MSCI USA Quality Fac | 0.60% | 225,611 | $44.8M | Reduce -52.4% |
| BLK BlackRock Inc. | 0.57% | 39,915 | $42.7M | Add +13.1% |
| GOOG Alphabet Inc. Class C | 0.56% | 133,542 | $41.9M | Add +7.1% |
| PG The Procter & Gamble Co. | 0.55% | 288,239 | $41.3M | Add +4.1% |
| ORLY O'reilly Automotive Inc. | 0.55% | 452,257 | $41.3M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.54% | 132,920 | $40.6M | Add +3.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.54% | 733,919 | $40.4M | Add +2.0% |
| PH Parker Hannifin Corp. | 0.52% | 44,544 | $39.2M | Add +1.2% |
| EFV iShares MSCI Eafe Value ETF | 0.50% | 531,265 | $37.9M | Add +1207320.4% |
| ABT Abbott Laboratories | 0.50% | 302,157 | $37.9M | Reduce -2.2% |
| NEE Nextera Energy Inc. | 0.50% | 470,691 | $37.8M | Reduce -0.9% |
| CAT Caterpillar Inc. | 0.49% | 64,643 | $37.0M | Add +39.8% |
| ETN Eaton Corp. PLC | 0.48% | 113,421 | $36.1M | Add +10.5% |
| LIN Linde PLC | 0.48% | 84,110 | $35.9M | Reduce -3.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.44% | 289,664 | $33.0M | Add +10060.1% |
| WELL Welltower Inc. | 0.43% | 172,548 | $32.0M | Reduce -4.1% |
| DFAC Dimensional US Core Equity 2 | 0.43% | 807,793 | $32.0M | Reduce -0.2% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.42% | 308,809 | $31.6M | Add +4.1% |
| RTX RTX Corp. | 0.41% | 168,301 | $30.9M | Add +36.6% |
| MS Morgan Stanley | 0.41% | 173,517 | $30.8M | Add +4.3% |
| ORCL Oracle Corp. | 0.39% | 152,073 | $29.6M | Reduce -13.2% |
| VWO Vanguard Ftse Emerging Marke | 0.38% | 527,702 | $28.4M | Add +83.8% |
| ABBV Abbvie Inc. | 0.38% | 123,561 | $28.2M | Add +20.9% |
| MDT Medtronic PLC | 0.37% | 288,449 | $27.7M | Add +108.6% |
| UNP Union Pacific Corp. | 0.37% | 118,740 | $27.5M | Add +4.5% |
| TXN Texas Instruments Inc. | 0.36% | 154,730 | $26.8M | Reduce -2.6% |
| GEV GE Vernova Inc. | 0.35% | 40,374 | $26.4M | Add +113.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.34% | 528,907 | $25.4M | New |
| NFLX Netflix Inc. | 0.34% | 268,770 | $25.2M | Reduce -19.5% |
| IEMG iShares Core MSCI Emerging | 0.33% | 374,416 | $25.2M | Add +1.3% |
| INTU Intuit Inc. | 0.32% | 36,445 | $24.1M | Reduce -2.0% |
| HON Honeywell International Inc. | 0.30% | 115,053 | $22.4M | Add +2.5% |
| PLTR Palantir Technologies Inc. Class A | 0.29% | 124,186 | $22.1M | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 0.29% | 178,683 | $22.0M | Add +0.7% |
| GE General Electric filed as GE AEROSPACE | 0.29% | 70,098 | $21.6M | Add +13.7% |
| DUK Duke Energy Corp. | 0.28% | 181,698 | $21.3M | Reduce -1.9% |
| IWB iShares Russell 1000 ETF | 0.28% | 56,335 | $21.0M | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 36,071 | $20.9M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 30,624 | $20.9M | Add +39.9% |
| IAU iShares Gold Trust | 0.27% | 247,652 | $20.1M | Reduce -3.8% |
| CME Cme Group Inc. | 0.27% | 72,987 | $19.9M | Reduce -0.8% |
| KO The Coca-Cola Co. | 0.26% | 279,922 | $19.6M | Add +6.6% |
| ISRG Intuitive Surgical Inc. | 0.26% | 34,114 | $19.3M | Reduce -3.8% |
| AMD Advanced Micro Devices | 0.25% | 86,776 | $18.6M | Add +99.5% |
| ROL Rollins Inc. | 0.24% | 298,390 | $17.9M | Reduce -0.4% |
| RF Regions Financial Corp. | 0.23% | 650,217 | $17.6M | Add +6.9% |
| PANW Palo Alto Networks Inc. | 0.23% | 94,073 | $17.3M | Reduce -0.8% |
| ECL Ecolab Inc. | 0.23% | 65,700 | $17.2M | Reduce -2.3% |
| APO Apollo Global Management Inc. | 0.21% | 111,452 | $16.1M | Add +1.6% |
| QAI Nylim HDG MLT-STR TRC ETF-Ui filed as NEW YORK LIFE INVESTMENTS ET | 0.21% | 463,074 | $15.5M | Add +1022.9% |
| SDY SS SPDR S&P Dividend ETF | 0.21% | 111,417 | $15.5M | Reduce -2.6% |
| CAG Conagra Brands Inc. | 0.20% | 887,358 | $15.4M | Reduce -0.4% |
| BND Vanguard Total Bond Market | 0.20% | 206,996 | $15.3M | Add +464.7% |
| EFA iShares MSCI Eafe ETF | 0.20% | 157,740 | $15.1M | Add +0.5% |
| CSGP Costar Group Inc. | 0.20% | 224,611 | $15.1M | Reduce -0.3% |
| CRM Salesforce Inc. | 0.20% | 57,003 | $15.1M | Reduce -25.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.20% | 70,760 | $15.0M | Add +300.6% |
| CSCO Cisco Systems Inc. | 0.20% | 193,012 | $14.9M | Add +66.3% |
| ZTS Zoetis Inc. | 0.20% | 116,610 | $14.7M | Add +52.0% |
| AMGN Amgen Inc. | 0.19% | 44,669 | $14.6M | Add +71.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.19% | 125,260 | $14.5M | Reduce -4.7% |
| WFC Wells Fargo & Co. | 0.19% | 154,987 | $14.4M | Add +11.6% |
| INCE Franklin Income Equity Focus | 0.19% | 233,816 | $14.3M | New |
| MAR Marriott International Class A | 0.18% | 44,508 | $13.8M | Reduce -2.1% |
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 | $999K | No change |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 127 | $8K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 302 | $6K | Add +13.5% |
| MPTI.WS M-Tron Industries Inc. -28 | *W EXP 04/25/202 | 2,133 | $2K | No change |
| LGL.WS LGL Group Inc./the -CW25 | *W EXP 11/16/202 | 4,267 | $806 | No change |
Total filed on the 13F, all lines: $7.5B.
Portfolio Sells Q3 2025 → Q4 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -52.4% | 0.60% | −0.76 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -20.8% | 1.46% | −0.58 |
| NVDA Nvidia Corp. | Reduce -2.0% | 3.32% | −0.43 |
| LBTYB Liberty Global Ltd. Class B | Sold out | 0.00% | −0.33 |
| ORCL Oracle Corp. | Reduce -13.2% | 0.39% | −0.33 |
| PM Philip Morris International | Reduce -76.7% | 0.08% | −0.30 |
| META Meta Platforms Inc. Class A | Reduce -2.3% | 1.06% | −0.28 |
| GVI iShares Intermediate Governm | Reduce -14.0% | 0.96% | −0.28 |
| NFLX Netflix Inc. | Reduce -19.5% | 0.34% | −0.25 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.8% | 1.60% | −0.24 |
| ORLY O'reilly Automotive Inc. | Reduce -0.8% | 0.55% | −0.17 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.9% | 1.53% | −0.15 |
| DIS The Walt Disney Co. | Reduce -51.3% | 0.11% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.8% | 0.92% | −0.14 |
| LIN Linde PLC | Reduce -3.6% | 0.48% | −0.13 |
| ADP Automatic Data Processing | Reduce -33.6% | 0.13% | −0.12 |
| VRSN Verisign Inc. | Reduce -94.9% | 0.00% | −0.12 |
| ABT Abbott Laboratories | Reduce -2.2% | 0.50% | −0.11 |
| TSLA Tesla Inc. | Reduce -2.3% | 0.87% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -1.3% | 0.89% | −0.10 |
| ITW Illinois Tool Works | Reduce -51.6% | 0.07% | −0.10 |
| LBTYA Liberty Global Ltd. Class A | Reduce -99.9% | 0.00% | −0.09 |
| GWW WW Grainger Inc. | Reduce -79.9% | 0.02% | −0.08 |
| CSGP Costar Group Inc. | Reduce -0.3% | 0.20% | −0.08 |
| TMUS T-Mobile US Inc. | Reduce -78.0% | 0.02% | −0.08 |
| LBTYK Liberty Global Ltd. Class C | Reduce -99.9% | 0.00% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -2.6% | 0.36% | −0.07 |
| MRSH Marsh & McLennan Cos | Reduce -88.5% | 0.01% | −0.07 |
| CRM Salesforce Inc. | Reduce -25.7% | 0.20% | −0.07 |
| LILAK Liberty Latin Americ Class C | Sold out | 0.00% | −0.06 |
| DUK Duke Energy Corp. | Reduce -1.9% | 0.28% | −0.05 |
| PANW Palo Alto Networks Inc. | Reduce -0.8% | 0.23% | −0.05 |
| INTU Intuit Inc. | Reduce -2.0% | 0.32% | −0.05 |
| KMI Kinder Morgan Inc. | Reduce -54.0% | 0.04% | −0.05 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.4% | 0.29% | −0.05 |
| TJX TJX Companies Inc. | Reduce -0.9% | 0.98% | −0.05 |
| WELL Welltower Inc. | Reduce -4.1% | 0.43% | −0.05 |
| PSA Public Storage | Reduce -19.9% | 0.08% | −0.04 |
| FAST Fastenal Co. | Reduce -0.5% | 0.12% | −0.04 |
| ECL Ecolab Inc. | Reduce -2.3% | 0.23% | −0.04 |
| PAYX Paychex Inc. | Reduce -0.5% | 0.16% | −0.04 |
| CTAS Cintas Corp. | Reduce -4.3% | 0.15% | −0.04 |
| BRO Brown & Brown Inc. | Reduce -0.1% | 0.13% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -15.6% | 0.14% | −0.04 |
| UBER Uber Technologies Inc. | Reduce -2.1% | 0.10% | −0.04 |
| CAG Conagra Brands Inc. | Reduce -0.4% | 0.20% | −0.04 |
| DFAC Dimensional US Core Equity 2 | Reduce -0.2% | 0.43% | −0.03 |
| UNH Unitedhealth Group Inc. | Reduce -6.8% | 0.14% | −0.03 |
| BX Blackstone Inc. | Reduce -3.0% | 0.12% | −0.03 |
| LILA Liberty Latin Americ Class A | Sold out | 0.00% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| VUG Vanguard Mrngstar GR ETF-Sui | Add +492.8% | 1.10% | +0.90 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +384.9% | 0.98% | +0.76 |
| ITM Vaneck Intermediate Muni ETF | New | 0.64% | +0.64 |
| JQUA JPMorgan US Quality Factor | Add +4731.9% | 0.63% | +0.62 |
| GOOGL Alphabet Inc. Class A | Add +3.8% | 3.04% | +0.52 |
| EFV iShares MSCI Eafe Value ETF | Add +1207320.4% | 0.50% | +0.50 |
| EFG iShares MSCI Eafe Growth ETF | Add +10060.1% | 0.44% | +0.43 |
| SHM SS SPDR N Ice St Muni ETF | New | 0.34% | +0.34 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +41.0% | 1.31% | +0.28 |
| INCE Franklin Income Equity Focus | New | 0.19% | +0.19 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Add +1022.9% | 0.21% | +0.19 |
| GEV GE Vernova Inc. | Add +113.1% | 0.35% | +0.18 |
| MDT Medtronic PLC | Add +108.6% | 0.37% | +0.17 |
| JEPI JPMorgan Equity Premium Inco | Add +28358.4% | 0.17% | +0.17 |
| CAT Caterpillar Inc. | Add +39.8% | 0.49% | +0.17 |
| BND Vanguard Total Bond Market | Add +464.7% | 0.20% | +0.16 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +1039.0% | 0.17% | +0.16 |
| VWO Vanguard Ftse Emerging Marke | Add +83.8% | 0.38% | +0.15 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +300.6% | 0.20% | +0.15 |
| AMD Advanced Micro Devices | Add +99.5% | 0.25% | +0.14 |
| MU Micron Technology Inc. | Add +153.0% | 0.17% | +0.13 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.12% | +0.12 |
| ING ING Groep N.V.-Sponsored ADR | Add +33682.9% | 0.12% | +0.11 |
| IDLV Invesco S&P International DE | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +7.1% | 0.56% | +0.11 |
| RTX RTX Corp. | Add +36.6% | 0.41% | +0.11 |
| JNK SS SPDR BB High Yield Bond | New | 0.10% | +0.10 |
| USB US Bancorp | Add +195.3% | 0.15% | +0.10 |
| JNJ Johnson & Johnson | Add +9.2% | 1.02% | +0.09 |
| ILPT Industrial Logistics Propert | New | 0.09% | +0.09 |
| ANET Arista Networks Inc. | Add +1268.9% | 0.10% | +0.09 |
| VTI VG Morningstar TS MKT ETF-US | Add +108.6% | 0.18% | +0.09 |
| AMGN Amgen Inc. | Add +71.8% | 0.19% | +0.09 |
| CSCO Cisco Systems Inc. | Add +66.3% | 0.20% | +0.08 |
| IGF iShares Global Infrastructur | New | 0.08% | +0.08 |
| TY Tri-Continental Corp. | New | 0.08% | +0.08 |
| ADX Adams Diversified Equity | Add +8591.1% | 0.07% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +39.9% | 0.28% | +0.06 |
| WMT Walmart Inc. | Add +9.1% | 0.99% | +0.06 |
| EQT Eqt Corp. | Add +77.6% | 0.17% | +0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +3123.8% | 0.06% | +0.06 |
| ICSH iShares Ultra Short Duration | New | 0.05% | +0.05 |
| LOW Lowe's Cos Inc. | Add +133.0% | 0.10% | +0.05 |
| JMTG Mortgage-Backed Securities | New | 0.05% | +0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | New | 0.05% | +0.05 |
| DELL Dell Technologies -C | Add +2276.3% | 0.05% | +0.05 |
| TBLL Invesco Short Term Treasury | New | 0.04% | +0.04 |
| SHY iShares 1-3 Year Treasury Bo | Add +70.4% | 0.10% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +2857.9% | 0.04% | +0.04 |
| SBUX Starbucks Corp. | Add +98.3% | 0.08% | +0.03 |
Notes & Other Activity Q3 2025 → Q4 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +13.5% | 302 | $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 |