UMB Bank, n.a.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), UMB Bank, n.a. reported 2,280 stock positions worth $7.2 billion. Its top holding was Umb Financial (UMBF) at 7.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 6.6%) and Apple (AAPL, 4.3%). Compared with Q4 2025, it opened 88 new positions, sold out of 83, added to 1,049 and reduced 799. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +4%) and the biggest sale Microsoft (MSFT, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Kansas City, MO
- CIK
- 0000933429
- Portfolio Value
- $7.2B (Q1 2026)
- SEC Filing
- 0000933429-26-000030 ↗ filed May 11, 2026
Holdings Value
Holdings 2,280 stocks · $7.2B
| UMBF Umb Financial Corp. | 7.44% | 4,723,573 | $532.8M | Reduce -1.8% |
| IVV iShares Core S&P 500 ETF | 6.57% | 720,762 | $470.8M | Add +4.5% |
| AAPL Apple Inc. | 4.29% | 1,210,735 | $307.3M | Reduce -1.3% |
| NVDA Nvidia Corp. | 3.24% | 1,330,446 | $232.0M | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 2.89% | 719,498 | $206.9M | Reduce -1.4% |
| MSFT Microsoft Corp. | 2.67% | 516,618 | $191.2M | Reduce -0.9% |
| AMZN Amazon.com Inc. | 2.12% | 729,701 | $152.0M | Add +7.5% |
| AVGO Broadcom Inc. | 2.05% | 473,588 | $146.6M | Reduce -5.3% |
| JPM JPMorgan Chase & Co. | 1.80% | 437,638 | $128.7M | Reduce -1.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.72% | 1,359,924 | $123.1M | Add +5.6% |
| IJH iShares Core S&P Midcap ETF | 1.67% | 1,765,898 | $119.3M | Reduce -3.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 1.45% | 145 | $104.1M | No change |
| IWR iShares Russell Mid-Cap ETF | 1.31% | 964,881 | $93.8M | Reduce -0.1% |
| JNJ Johnson & Johnson | 1.25% | 367,699 | $89.9M | Reduce -1.2% |
| COST Costco Wholesale Corp. | 1.23% | 88,440 | $88.1M | Reduce -1.7% |
| PGR Progressive Corp. | 1.19% | 431,450 | $85.5M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 164,465 | $78.8M | Reduce -16.1% |
| CVX Chevron Corp. | 1.10% | 379,258 | $78.5M | Reduce -1.7% |
| WMT Walmart Inc. | 1.09% | 626,291 | $77.8M | Reduce -5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.07% | 478,857 | $76.5M | Reduce -0.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.05% | 172,205 | $75.2M | Add +1.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.04% | 380,500 | $74.7M | Reduce -1.4% |
| LLY Eli Lilly & Co. | 1.00% | 77,979 | $71.7M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.96% | 120,478 | $68.9M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 0.95% | 548,310 | $68.2M | Reduce -4.7% |
| XOM Exxon Mobil Corp. | 0.94% | 398,629 | $67.6M | Reduce -2.4% |
| GVI iShares Intermediate Governm | 0.91% | 613,117 | $65.4M | Reduce -8.6% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 968,323 | $62.1M | Add +0.2% |
| MA Mastercard Inc. Class A | 0.76% | 108,704 | $54.3M | Reduce -6.8% |
| TSLA Tesla Inc. | 0.75% | 145,145 | $54.0M | Reduce -0.2% |
| HD Home Depot Inc. | 0.74% | 161,783 | $53.2M | Reduce -1.4% |
| JQUA JPMorgan US Quality Factor | 0.74% | 865,784 | $53.1M | Add +15.3% |
| CAT Caterpillar Inc. | 0.68% | 68,895 | $48.8M | Add +6.6% |
| IWM iShares Russell 2000 ETF | 0.66% | 191,731 | $47.5M | Add +0.3% |
| V Visa Inc. Class A | 0.63% | 150,128 | $45.4M | Reduce -7.9% |
| NEE Nextera Energy Inc. | 0.61% | 469,444 | $43.6M | Reduce -0.3% |
| LIN Linde PLC | 0.58% | 84,405 | $41.8M | Add +0.3% |
| ORLY O'reilly Automotive Inc. | 0.58% | 449,410 | $41.5M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.57% | 284,840 | $41.1M | Reduce -1.2% |
| MCD McDonald's Corp. | 0.57% | 131,513 | $40.9M | Reduce -1.1% |
| APH Amphenol Corp. Class A | 0.56% | 319,514 | $40.4M | Reduce -13.1% |
| ETN Eaton Corp. PLC | 0.56% | 112,214 | $40.1M | Reduce -1.1% |
| PH Parker Hannifin Corp. | 0.55% | 44,223 | $39.6M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.53% | 132,361 | $38.0M | Reduce -0.9% |
| EFV iShares MSCI Eafe Value ETF | 0.52% | 504,891 | $37.5M | Reduce -5.0% |
| BLK BlackRock Inc. | 0.52% | 38,891 | $37.4M | Reduce -2.6% |
| GEV GE Vernova Inc. | 0.51% | 42,141 | $36.8M | Add +4.4% |
| IEMG iShares Core MSCI Emerging | 0.51% | 527,146 | $36.8M | Add +40.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 723,806 | $35.3M | Reduce -1.4% |
| WELL Welltower Inc. | 0.47% | 172,083 | $34.0M | Reduce -0.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.46% | 316,551 | $32.7M | Add +2.5% |
| RTX RTX Corp. | 0.45% | 166,332 | $32.1M | Reduce -1.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.44% | 281,923 | $31.4M | Reduce -2.7% |
| DFAC Dimensional US Core Equity 2 | 0.44% | 806,093 | $31.3M | Reduce -0.2% |
| ABT Abbott Laboratories | 0.43% | 299,507 | $30.8M | Reduce -0.9% |
| TXN Texas Instruments Inc. | 0.41% | 150,417 | $29.2M | Reduce -2.8% |
| UNP Union Pacific Corp. | 0.40% | 117,589 | $28.5M | Reduce -1.0% |
| VWO Vanguard Ftse Emerging Marke | 0.40% | 524,222 | $28.3M | Reduce -0.7% |
| NFLX Netflix Inc. | 0.40% | 294,535 | $28.3M | Add +9.6% |
| ITM Vaneck Intermediate Muni ETF | 0.39% | 599,378 | $27.8M | Reduce -41.5% |
| MS Morgan Stanley | 0.38% | 166,037 | $27.3M | Reduce -4.3% |
| ABBV Abbvie Inc. | 0.37% | 122,095 | $26.6M | Reduce -1.2% |
| HON Honeywell International Inc. | 0.36% | 113,918 | $25.7M | Reduce -1.0% |
| MDT Medtronic PLC | 0.36% | 293,491 | $25.4M | Add +1.8% |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 123,637 | $23.7M | Reduce -45.2% |
| DUK Duke Energy Corp. | 0.32% | 176,924 | $23.2M | Reduce -2.6% |
| ROL Rollins Inc. | 0.31% | 415,361 | $22.2M | Add +39.2% |
| CME Cme Group Inc. | 0.30% | 73,809 | $21.8M | Add +1.1% |
| IAU iShares Gold Trust | 0.30% | 246,209 | $21.7M | Reduce -0.6% |
| KO The Coca-Cola Co. | 0.30% | 279,259 | $21.2M | Reduce -0.2% |
| IWB iShares Russell 1000 ETF | 0.29% | 59,206 | $21.1M | Add +5.1% |
| PANW Palo Alto Networks Inc. | 0.29% | 127,587 | $20.5M | Add +35.6% |
| ORCL Oracle Corp. | 0.28% | 137,469 | $20.2M | Reduce -9.6% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 70,256 | $19.9M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 30,358 | $19.7M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 166,649 | $18.8M | Reduce -6.7% |
| NOW ServiceNow Inc. | 0.24% | 167,445 | $17.5M | Add +346.6% |
| ECL Ecolab Inc. | 0.24% | 65,303 | $17.4M | Reduce -0.6% |
| AMD Advanced Micro Devices | 0.24% | 85,337 | $17.4M | Reduce -1.7% |
| RF Regions Financial Corp. | 0.24% | 661,901 | $17.3M | Add +1.8% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 34,934 | $17.2M | Reduce -3.1% |
| SDY SS SPDR S&P Dividend ETF | 0.22% | 109,023 | $15.9M | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 0.22% | 34,060 | $15.7M | Reduce -0.2% |
| PLTR Palantir Technologies Inc. Class A | 0.22% | 106,680 | $15.6M | Reduce -14.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.22% | 48,358 | $15.5M | Add +18.9% |
| EFA iShares MSCI Eafe ETF | 0.22% | 158,981 | $15.4M | Add +0.8% |
| GILD Gilead Sciences Inc. | 0.21% | 108,132 | $15.1M | Add +0.0% |
| AMGN Amgen Inc. | 0.21% | 42,686 | $15.0M | Reduce -4.4% |
| EQT Eqt Corp. | 0.21% | 235,106 | $15.0M | Add +1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 68,053 | $14.8M | Reduce -3.8% |
| INTU Intuit Inc. | 0.20% | 33,928 | $14.7M | Reduce -6.9% |
| KLAC KLA Corp. | 0.20% | 9,886 | $14.6M | Add +2.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.20% | 122,482 | $14.5M | Reduce -2.2% |
| CSCO Cisco Systems Inc. | 0.20% | 184,594 | $14.3M | Reduce -4.4% |
| MAR Marriott International Class A | 0.20% | 43,303 | $14.2M | Reduce -2.7% |
| CAG Conagra Brands Inc. | 0.19% | 886,915 | $13.9M | Reduce -0.1% |
| IDXX Idexx Laboratories Inc. | 0.19% | 24,408 | $13.7M | Add +406.3% |
| CMG Chipotle Mexican Grill Inc. | 0.18% | 411,951 | $13.2M | Add +5408.8% |
| APO Apollo Global Management Inc. | 0.18% | 114,083 | $12.7M | Add +2.4% |
| WM Waste Management Inc. | 0.18% | 55,256 | $12.7M | Reduce -1.4% |
Other holdings (4): bonds, preferreds, convertibles and warrants · $972K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 798 | $951K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 302 | $13K | No change |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 127 | $8K | No change |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 50 | $193 | New |
Total filed on the 13F, all lines: $7.2B.
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -0.9% | 2.67% | −0.68 |
| QUAL iShares MSCI USA Quality Fac | Reduce -45.2% | 0.33% | −0.26 |
| AVGO Broadcom Inc. | Reduce -5.3% | 2.05% | −0.25 |
| ITM Vaneck Intermediate Muni ETF | Reduce -41.5% | 0.39% | −0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.1% | 1.10% | −0.21 |
| CSGP Costar Group Inc. | Reduce -93.6% | 0.01% | −0.19 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -54.3% | 0.16% | −0.18 |
| ZTS Zoetis Inc. | Reduce -86.4% | 0.03% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -1.4% | 2.89% | −0.15 |
| AAPL Apple Inc. | Reduce -1.3% | 4.29% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -6.8% | 0.76% | −0.13 |
| V Visa Inc. Class A | Reduce -7.9% | 0.63% | −0.13 |
| LLY Eli Lilly & Co. | Reduce -0.8% | 1.00% | −0.12 |
| TSLA Tesla Inc. | Reduce -0.2% | 0.75% | −0.12 |
| INTU Intuit Inc. | Reduce -6.9% | 0.20% | −0.12 |
| PGR Progressive Corp. | Reduce -0.1% | 1.19% | −0.11 |
| ORCL Oracle Corp. | Reduce -9.6% | 0.28% | −0.11 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 1.80% | −0.11 |
| PAYX Paychex Inc. | Reduce -58.1% | 0.06% | −0.10 |
| QAI Nylim HDG MLT-STR TRC ETF-Ui | Reduce -53.2% | 0.10% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -0.7% | 0.96% | −0.10 |
| BND Vanguard Total Bond Market | Reduce -51.7% | 0.10% | −0.10 |
| APH Amphenol Corp. Class A | Reduce -13.1% | 0.56% | −0.10 |
| UBER Uber Technologies Inc. | Reduce -81.8% | 0.02% | −0.09 |
| NVDA Nvidia Corp. | Reduce -0.6% | 3.24% | −0.08 |
| ADP Automatic Data Processing | Reduce -49.6% | 0.06% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -14.1% | 0.22% | −0.08 |
| SEIC Sei Investments Company | Reduce -89.9% | 0.01% | −0.08 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -63.4% | 0.05% | −0.07 |
| ABT Abbott Laboratories | Reduce -0.9% | 0.43% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -42.6% | 0.07% | −0.07 |
| JNK SS SPDR BB High Yield Bond | Reduce -66.3% | 0.04% | −0.07 |
| INCE Franklin Income Equity Focus | Reduce -37.9% | 0.13% | −0.06 |
| CRM Salesforce Inc. | Reduce -4.4% | 0.14% | −0.06 |
| APP AppLovin Corp. Class A | Reduce -87.9% | 0.00% | −0.06 |
| BKNG Booking Holdings Inc. | Reduce -51.1% | 0.04% | −0.06 |
| FOXA Fox Corp. Class A | Reduce -91.4% | 0.00% | −0.05 |
| DIS The Walt Disney Co. | Reduce -43.7% | 0.05% | −0.05 |
| ANET Arista Networks Inc. | Reduce -46.1% | 0.05% | −0.05 |
| BLK BlackRock Inc. | Reduce -2.6% | 0.52% | −0.05 |
| GVI iShares Intermediate Governm | Reduce -8.6% | 0.91% | −0.04 |
| IDLV Invesco S&P International DE | Reduce -44.0% | 0.07% | −0.04 |
| BAC Bank of America Corp. | Reduce -1.4% | 0.49% | −0.04 |
| IGF iShares Global Infrastructur | Reduce -57.0% | 0.04% | −0.04 |
| RDDT Reddit Inc. Class A | Reduce -86.1% | 0.00% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.1% | 0.24% | −0.04 |
| ACN Accenture PLC Class A | Reduce -16.0% | 0.07% | −0.04 |
| ISRG Intuitive Surgical Inc. | Reduce -0.2% | 0.22% | −0.04 |
| CEG Constellation Energy | Reduce -3.9% | 0.13% | −0.03 |
| BX Blackstone Inc. | Reduce -5.9% | 0.09% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Add +4.5% | 6.57% | +0.29 |
| CAT Caterpillar Inc. | Add +6.6% | 0.68% | +0.19 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.6% | 1.72% | +0.19 |
| CMG Chipotle Mexican Grill Inc. | Add +5408.8% | 0.18% | +0.18 |
| IEMG iShares Core MSCI Emerging | Add +40.8% | 0.51% | +0.18 |
| NOW ServiceNow Inc. | Add +346.6% | 0.24% | +0.17 |
| GEV GE Vernova Inc. | Add +4.4% | 0.51% | +0.16 |
| IDXX Idexx Laboratories Inc. | Add +406.3% | 0.19% | +0.15 |
| JQUA JPMorgan US Quality Factor | Add +15.3% | 0.74% | +0.11 |
| LIN Linde PLC | Add +0.3% | 0.58% | +0.11 |
| PSA Public Storage | Add +88.5% | 0.16% | +0.08 |
| NKE Nike Inc. Class B | Add +526.6% | 0.09% | +0.07 |
| ROL Rollins Inc. | Add +39.2% | 0.31% | +0.07 |
| REPX Riley Exploration Permian Inc. | New | 0.07% | +0.07 |
| VEA Vanguard Ftse Developed ETF | Add +0.2% | 0.87% | +0.06 |
| CDNS Cadence Design SYS Inc. | Add +1221.2% | 0.07% | +0.06 |
| NFLX Netflix Inc. | Add +9.6% | 0.40% | +0.06 |
| PANW Palo Alto Networks Inc. | Add +35.6% | 0.29% | +0.06 |
| CB Chubb Ltd. | Add +100.3% | 0.10% | +0.05 |
| KLAC KLA Corp. | Add +2.3% | 0.20% | +0.05 |
| IBKR Interactive Brokers Gro Class A | Add +4735.3% | 0.04% | +0.04 |
| LRCX Lam Research Corp. | Add +1.3% | 0.18% | +0.04 |
| EQT Eqt Corp. | Add +1.1% | 0.21% | +0.04 |
| MNST Monster Beverage Corp. | Add +76.5% | 0.10% | +0.04 |
| CME Cme Group Inc. | Add +1.1% | 0.30% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +0.3% | 0.66% | +0.04 |
| AMZN Amazon.com Inc. | Add +7.5% | 2.12% | +0.04 |
| XMHQ Invesco S&P Midcap Qual ETF | Add +2.5% | 0.46% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +18.9% | 0.22% | +0.04 |
| VFMF Vanguard US Multifactor ETF | Add +21.6% | 0.14% | +0.03 |
| GILD Gilead Sciences Inc. | Add +0.0% | 0.21% | +0.03 |
| ESGU iShares ESG Aware MSCI USA | Add +42.2% | 0.11% | +0.03 |
| AVUS Avantis U.S. Equity ETF | Add +141.4% | 0.05% | +0.03 |
| USMV iShares MSCI USA Min Vol Fac | Add +52.9% | 0.08% | +0.03 |
| HSY The Hershey Co. | Add +1.4% | 0.15% | +0.03 |
| BSVO EA Bridgeway Omni Sm-Cp Val | New | 0.03% | +0.03 |
| FAST Fastenal Co. | Add +0.9% | 0.14% | +0.03 |
| MTUM iShares MSCI USA Momentum Fa | Add +140.1% | 0.04% | +0.02 |
| BPRE Bluerock Private Real Estate | New | 0.02% | +0.02 |
| LWLG Lightwave Logic Inc. | Add +3.7% | 0.04% | +0.02 |
| VFMV Vanguard US Minimum Volatili | Add +24.6% | 0.08% | +0.02 |
| ATO Atmos Energy Corp. | Add +3.8% | 0.11% | +0.02 |
| GNRC Generac Holdings Inc. | Add +7.3% | 0.04% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +5.1% | 0.29% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +0.8% | 0.22% | +0.01 |
| SOLS Solstice Adv Materials Inc. | New | 0.01% | +0.01 |
| DISV Dimensional International SM | New | 0.01% | +0.01 |
| VSNT Versant Media Group Inc. | Add +733.5% | 0.01% | +0.01 |
| LW Lamb Weston Holdings Inc. | Add +0.3% | 0.17% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.01% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| MPTI.WS M-Tron Industries Inc. -28 | *W EXP 04/25/202 | Sold out | 2,133 | $2Kbefore exit |
| LGL.WS LGL Group Inc./the -CW25 | *W EXP 11/16/202 | Sold out | 4,267 | $806before exit |
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | New | 50 | $193 |
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 |