Top Institutional Investors

UMB Bank, n.a. — 13F Holdings & Portfolio

CIK 933429 · latest 13F-HR filed 2026-08-13

Backtest portfolio

UMB Bank, n.a. manages $7.90B in 13F-reported U.S. long-equity assets across 3,168 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are UMBF (7.13%), IVV (6.74%), AAPL (3.96%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 95 new positions and exited 76; 1,347 existing positions rose in reported value and 529 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$7.90B

Long-equity book

Holdings
3,168

Distinct positions

Period
2026-06-30

Filed 2026-08-13

Q/Q Activity
+95 / −76 / ↑1347 / ↓529

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
UMBF8.5% · -1%IVV6.9% · +0%AAPL4.3% · -4%NVDA3.3% · -1%GOOGL3.2% · -2%MSFT2.4% · -1%AVGO2.2% · -1%AMZN2.2% · -1%IEFA1.7% · +2%IJH1.7% · -3%JPM1.6% · -11%IWR1.4% · +5%BRK.A1.4% · 0%PGR1.2% · +0%JNJ1.2% · -1%LLY1.2% · -2%VUG1.1% · +478%COST1.0% · -1%BRK.B1.0% · -2%VTV1.0% · -3%IJR1.0% · -5%TJX0.9% · +3%CAT0.9% · -1%WMT0.9% · -2%VEA0.9% · -0%META0.9% · -1%JQUA0.8% · +4%GVI0.8% · -5%TSLA0.8% · -1%IWM0.8% · +3%APH0.7% · -1%CVX0.7% · -13%XOM0.7% · -1%GEV0.7% · +9%MA0.7% · -6%HD0.6% · -10%ETN0.6% · +5%AMD0.6% · -0%V0.6% · -7%IEMG0.6% · +9%GOOG0.6% · -1%TXN0.6% · -2%LIN0.5% · -1%PANW0.5% · -1%PG0.5% · -1%NEE0.5% · +0%BAC0.5% · -1%ORLY0.5% · -4%WELL0.5% · -2%MU0.5% · +0%EFV0.5% · -5%BLK0.5% · -2%XMHQ0.5% · +2%DFAC0.5% · -0%MCD0.4% · -2%EFG0.4% · -4%MS0.4% · -4%PH0.4% · -24%UNP0.4% · -0%ABBV0.4% · -1%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 36.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

Name Title / Status Ownership Type

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 1347 →

Top Trims

Show all 529 →

New Positions

Show all 95 →

Exited Positions

Show all 76 →

UMB Bank, n.a. Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 UMB FINL CORP UMBF 902788108 $562.6M 7.13% 3,940,791 SH
2 ISHARES TR IVV 464287200 $531.8M 6.74% 710,163 SH
3 APPLE INC AAPL 037833100 $313.0M 3.96% 1,081,553 SH
4 NVIDIA CORPORATION NVDA 67066G104 $259.8M 3.29% 1,298,343 SH
5 ALPHABET INC GOOGL 02079K305 $240.9M 3.05% 674,017 SH
6 MICROSOFT CORP MSFT 594918104 $181.4M 2.30% 486,237 SH
7 AMAZON COM INC AMZN 023135106 $161.1M 2.04% 675,857 SH
8 BROADCOM INC AVGO 11135F101 $156.0M 1.98% 412,871 SH
9 ISHARES TR IEFA 46432F842 $132.9M 1.68% 1,376,333 SH
10 ISHARES TR IJH 464287507 $131.6M 1.67% 1,707,136 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $119.7M 1.52% 365,780 SH
12 ISHARES TR IWR 464287499 $111.7M 1.41% 1,012,138 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $104.8M 1.33% 140 SH
14 UMB FINL CORP UMBF 902788108 $104.8M 1.33% 734,172 SH
15 PROGRESSIVE CORP PGR 743315103 $93.1M 1.18% 426,352 SH
16 ELI LILLY & CO LLY 532457108 $87.9M 1.11% 73,271 SH
17 JOHNSON & JOHNSON JNJ 478160104 $85.7M 1.09% 337,416 SH
18 VANGUARD INDEX FDS VTV 922908744 $80.2M 1.02% 367,986 SH
19 ISHARES TR IJR 464287804 $77.0M 0.98% 519,130 SH
20 COSTCO WHOLESALE CORPORATION COST 22160K105 $76.1M 0.96% 81,324 SH
21 VANGUARD INDEX FDS VUG 922908736 $74.8M 0.95% 868,311 SH
22 CATERPILLAR INC CAT 149123101 $69.2M 0.88% 65,020 SH
23 WALMART INC WMT 931142103 $67.8M 0.86% 598,662 SH
24 META PLATFORMS INC META 30303M102 $66.2M 0.84% 117,529 SH
25 J P MORGAN EXCHANGE TRADED F JQUA 46641Q761 $65.2M 0.83% 901,926 SH
26 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $63.5M 0.80% 126,931 SH
27 VANGUARD TAX-MANAGED FDS VEA 921943858 $62.4M 0.79% 876,205 SH
28 ISHARES TR GVI 464288612 $61.8M 0.78% 582,473 SH
29 TESLA INC TSLA 88160R101 $60.0M 0.76% 142,688 SH
30 ISHARES TR IWM 464287655 $59.1M 0.75% 196,635 SH
31 AMPHENOL CORP APH 032095101 $55.2M 0.70% 312,990 SH
32 GE VERNOVA INC GEV 36828A101 $53.2M 0.67% 45,287 SH
33 EXXON MOBIL CORP XOM 30231G102 $52.3M 0.66% 382,427 SH
34 CHEVRON CORPORATION CVX 166764100 $52.2M 0.66% 315,189 SH
35 HOME DEPOT INC HD 437076102 $50.7M 0.64% 143,701 SH
36 EATON CORP PLC ETN G29183103 $49.8M 0.63% 116,805 SH
37 ADVANCED MICRO DEVICES INC AMD 007903107 $49.0M 0.62% 84,403 SH
38 VISA INC V 92826C839 $46.9M 0.59% 136,582 SH
39 ISHARES INC IEMG 46434G103 $46.8M 0.59% 564,795 SH
40 TJX COS INC NEW TJX 872540109 $43.9M 0.56% 289,609 SH
41 MASTERCARD INCORPORATED MA 57636Q104 $43.8M 0.55% 85,253 SH
42 LINDE PLC LIN G54950103 $42.7M 0.54% 82,216 SH
43 PALO ALTO NETWORKS INC PANW 697435105 $42.4M 0.54% 124,445 SH
44 TEXAS INSTRS INC TXN 882508104 $41.5M 0.53% 139,388 SH
45 OREILLY AUTOMOTIVE INC ORLY 67103H107 $39.5M 0.50% 428,926 SH
46 BANK OF AMER CORP BAC 060505104 $39.4M 0.50% 691,584 SH
47 PROCTER & GAMBLE CO PG 742718109 $38.9M 0.49% 265,587 SH
48 NEXTERA ENERGY INC NEE 65339F101 $38.6M 0.49% 439,455 SH
49 WELLTOWER INC WELL 95040Q104 $38.2M 0.48% 168,385 SH
50 MICRON TECHNOLOGY INC MU 595112103 $37.3M 0.47% 32,316 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $7.90B 3,168 0000933429-26-000033
2026-03-31 2026-05-11 $7.16B 3,145 0000933429-26-000030
2025-12-31 2026-02-13 $7.52B 3,132 0000933429-26-000014
2025-09-30 2025-11-04 $6.80B 2,963 0000933429-25-000028
Filer Information
Address
PO BOX 219716
KANSAS CITY, MO 64121
Phone
(816) 860-7089
Filing Manager
UMB Bank, n.a.
Kansas City, MO
Signatory
Jessica Salas
SVP MANAGER OF COMPLIANCE AND OVERSIGHT