Umb Bank, N.A.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$7.16B
Q ending 2026-03-31
Prior quarter
$7.52B
Q ending 2025-12-31
Change
-4.7% QoQ · +18.0% YoY
Positions
2,284
reported holdings
Largest positions
Top 100 of 2,284 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Umb Finl Corp | UMBF | Shares | $532.8M | 4.7M |
| Ishares Tr | IVV | Shares | $470.8M | 721K |
| Apple Inc | AAPL | Shares | $307.3M | 1.2M |
| Nvidia Corporation | NVDA | Shares | $232.0M | 1.3M |
| Alphabet Inc | GOOGL | Shares | $206.9M | 719K |
| Microsoft Corp | MSFT | Shares | $191.2M | 517K |
| Amazon Com Inc | AMZN | Shares | $152.0M | 730K |
| Broadcom Inc | AVGO | Shares | $146.6M | 474K |
| Jpmorgan Chase & Co | JPM | Shares | $128.7M | 438K |
| Ishares Tr | IEFA | Shares | $123.1M | 1.4M |
| Ishares Tr | IJH | Shares | $119.3M | 1.8M |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $104.1M | 145 |
| Ishares Tr | IWR | Shares | $93.8M | 965K |
| Johnson & Johnson | JNJ | Shares | $89.9M | 368K |
| Costco Wholesale Corporation | COST | Shares | $88.1M | 88K |
| Progressive Corp | PGR | Shares | $85.5M | 431K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $78.8M | 164K |
| Chevron Corporation | CVX | Shares | $78.5M | 379K |
| Walmart Inc | WMT | Shares | $77.8M | 626K |
| Tjx Cos Inc New | TJX | Shares | $76.5M | 479K |
| Vanguard Index Fds | VUG | Shares | $75.2M | 172K |
| Vanguard Index Fds | VTV | Shares | $74.7M | 381K |
| Eli Lilly & Co | LLY | Shares | $71.7M | 78K |
| Meta Platforms Inc | META | Shares | $68.9M | 120K |
| Ishares Tr | IJR | Shares | $68.2M | 548K |
| Exxon Mobil Corp | XOM | Shares | $67.6M | 399K |
| Ishares Tr | GVI | Shares | $65.4M | 613K |
| Vanguard Tax-Managed Fds | VEA | Shares | $62.1M | 968K |
| Mastercard Incorporated | MA | Shares | $54.3M | 109K |
| Tesla Inc | TSLA | Shares | $54.0M | 145K |
| Home Depot Inc | HD | Shares | $53.2M | 162K |
| J P Morgan Exchange Traded F | JQUA | Shares | $53.1M | 866K |
| Caterpillar Inc | CAT | Shares | $48.8M | 69K |
| Ishares Tr | IWM | Shares | $47.5M | 192K |
| Visa Inc | V | Shares | $45.4M | 150K |
| Nextera Energy Inc | NEE | Shares | $43.6M | 469K |
| Linde Plc | Shares | $41.8M | 84K | |
| Oreilly Automotive Inc | ORLY | Shares | $41.5M | 449K |
| Procter & Gamble Co | PG | Shares | $41.1M | 285K |
| Mcdonalds Corp | MCD | Shares | $40.9M | 132K |
| Amphenol Corp | APH | Shares | $40.4M | 320K |
| Eaton Corp Plc | Shares | $40.1M | 112K | |
| Parker-Hannifin Corp | PH | Shares | $39.6M | 44K |
| Alphabet Inc | GOOG | Shares | $38.0M | 132K |
| Ishares Tr | EFV | Shares | $37.5M | 505K |
| Blackrock Inc | BLK | Shares | $37.4M | 39K |
| Ge Vernova Inc | GEV | Shares | $36.8M | 42K |
| Ishares Inc | IEMG | Shares | $36.8M | 527K |
| Bank America Corp | BAC | Shares | $35.3M | 724K |
| Welltower Inc | WELL | Shares | $34.0M | 172K |
| Invesco Exchange Traded Fd T | XMHQ | Shares | $32.7M | 317K |
| Rtx Corporation | RTX | Shares | $32.1M | 166K |
| Ishares Tr | EFG | Shares | $31.4M | 282K |
| Dimensional Etf Trust | DFAC | Shares | $31.3M | 806K |
| Abbott Laboratories | ABT | Shares | $30.8M | 300K |
| Texas Instrs Inc | TXN | Shares | $29.2M | 150K |
| Union Pac Corp | UNP | Shares | $28.5M | 118K |
| Vanguard Intl Equity Index F | VWO | Shares | $28.3M | 524K |
| Netflix Inc. | NFLX | Shares | $28.3M | 295K |
| Vaneck Etf Trust | ITM | Shares | $27.8M | 599K |
| Morgan Stanley | MS | Shares | $27.3M | 166K |
| Abbvie Inc | ABBV | Shares | $26.6M | 122K |
| Honeywell Intl Inc | HONGBP | Shares | $25.7M | 114K |
| Medtronic Plc | Shares | $25.4M | 293K | |
| Ishares Tr | QUAL | Shares | $23.7M | 124K |
| Duke Energy Corp New | DUK | Shares | $23.2M | 177K |
| Rollins Inc | ROL | Shares | $22.2M | 415K |
| Cme Group Inc | CME | Shares | $21.8M | 74K |
| Ishares Gold Tr | IAU | Shares | $21.7M | 246K |
| Coca Cola Co | KO | Shares | $21.2M | 279K |
| Ishares Tr | IWB | Shares | $21.1M | 59K |
| Palo Alto Networks Inc | PANW | Shares | $20.5M | 128K |
| Oracle Corp | ORCL | Shares | $20.2M | 137K |
| Ge Aerospace | GE | Shares | $19.9M | 70K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $19.7M | 30K |
| Ishares Tr | IVW | Shares | $18.8M | 167K |
| Servicenow Inc | NOW | Shares | $17.5M | 167K |
| Ecolab Inc | ECL | Shares | $17.4M | 65K |
| Advanced Micro Devices Inc | AMD | Shares | $17.4M | 85K |
| Regions Financial Corp New | RF | Shares | $17.3M | 662K |
| Thermo Fisher Scientific Inc | TMO | Shares | $17.2M | 35K |
| Spdr Series Trust | SDY | Shares | $15.9M | 109K |
| Intuitive Surgical Inc | ISRG | Shares | $15.7M | 34K |
| Palantir Technologies Inc | PLTR | Shares | $15.6M | 107K |
| Vanguard Index Fds | VTI | Shares | $15.5M | 48K |
| Ishares Tr | EFA | Shares | $15.4M | 159K |
| Gilead Sciences Inc | GILD | Shares | $15.1M | 108K |
| Amgen Inc | AMGN | Shares | $15.0M | 43K |
| Eqt Corp | EQT | Shares | $15.0M | 235K |
| Vanguard Index Fds | VBR | Shares | $14.8M | 68K |
| Intuit | INTU | Shares | $14.7M | 34K |
| Kla Corp | KLAC | Shares | $14.6M | 10K |
| Bank New York Mellon Corp | BNY | Shares | $14.5M | 122K |
| Cisco Sys Inc | CSCO | Shares | $14.3M | 185K |
| Marriott Intl Inc New | MAR | Shares | $14.2M | 43K |
| Conagra Brands Inc | CAG | Shares | $13.9M | 887K |
| Idexx Labs Inc | IDXX | Shares | $13.7M | 24K |
| Chipotle Mexican Grill Inc | CMG | Shares | $13.2M | 412K |
| Apollo Global Mgmt Inc | APO | Shares | $12.7M | 114K |
| Waste Mgmt Inc Del | WM | Shares | $12.7M | 55K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.