UMB Bank, n.a.

Est. AUM

$6.36B

13F long equity, this entity only

Positions

2,275

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$461.6M	706665	7.26%	SOLE
2	UMB FINL CORP	COM	$450.0M	3989401	7.08%	SOLE
3	APPLE INC	COM	$286.8M	1129925	4.51%	SOLE
4	NVIDIA CORPORATION	COM	$228.9M	1312319	3.60%	SOLE
5	ALPHABET INC	CAP STK CL A	$197.2M	685848	3.10%	SOLE
6	MICROSOFT CORP	COM	$181.6M	490480	2.86%	SOLE
7	AMAZON COM INC	COM	$142.4M	683510	2.24%	SOLE
8	BROADCOM INC	COM	$129.6M	418614	2.04%	SOLE
9	ISHARES TR	CORE MSCI EAFE	$122.4M	1352426	1.93%	SOLE
10	JPMORGAN CHASE & CO	COM	$121.7M	413716	1.91%	SOLE
11	ISHARES TR	CORE S&P MCP ETF	$119.0M	1762068	1.87%	SOLE
12	ISHARES TR	RUS MID CAP ETF	$93.8M	964863	1.48%	SOLE
13	JOHNSON & JOHNSON	COM	$82.9M	338974	1.30%	SOLE
14	COSTCO WHOLESALE CORPORATION	COM	$82.2M	82533	1.29%	SOLE
15	WALMART INC	COM	$75.7M	609101	1.19%	SOLE
16	CHEVRON CORPORATION	COM	$75.4M	364646	1.19%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$74.4M	379030	1.17%	SOLE
18	ELI LILLY & CO	COM	$68.8M	74775	1.08%	SOLE
19	ISHARES TR	CORE S&P SCP ETF	$67.7M	544982	1.07%	SOLE
20	META PLATFORMS INC	CL A	$67.6M	118184	1.06%	SOLE
21	VANGUARD INDEX FDS	GROWTH ETF	$65.9M	150969	1.04%	SOLE
22	ISHARES TR	INTRM GOV CR ETF	$65.4M	613026	1.03%	SOLE
23	EXXON MOBIL CORP	COM	$65.3M	385031	1.03%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$61.5M	128406	0.97%	SOLE
25	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$55.9M	871960	0.88%	SOLE
26	TESLA INC	COM	$53.6M	144206	0.84%	SOLE
27	J P MORGAN EXCHANGE TRADED F	US QUALTY FCTR	$53.1M	865784	0.83%	SOLE
28	HOME DEPOT INC	COM	$52.8M	160492	0.83%	SOLE
29	ISHARES TR	RUSSELL 2000 ETF	$47.4M	191129	0.75%	SOLE
30	CATERPILLAR INC	COM	$46.6M	65755	0.73%	SOLE
31	MASTERCARD INCORPORATED	CL A	$45.9M	91864	0.72%	SOLE
32	VISA INC	COM CL A	$44.3M	146617	0.70%	SOLE
33	LINDE PLC	SHS	$41.4M	83487	0.65%	SOLE
34	OREILLY AUTOMOTIVE INC	COM	$41.1M	444865	0.65%	SOLE
35	NEXTERA ENERGY INC	COM	$40.7M	438184	0.64%	SOLE
36	AMPHENOL CORP	CL A	$40.0M	316799	0.63%	SOLE
37	EATON CORP PLC	SHS	$39.8M	111299	0.63%	SOLE
38	PROCTER & GAMBLE CO	COM	$38.6M	267003	0.61%	SOLE
39	PARKER-HANNIFIN CORP	COM	$38.4M	42926	0.60%	SOLE
40	ISHARES TR	EAFE VALUE ETF	$37.5M	504760	0.59%	SOLE
41	BLACKROCK INC	COM	$37.4M	38839	0.59%	SOLE
42	MCDONALDS CORP	COM	$37.1M	119219	0.58%	SOLE
43	GE VERNOVA INC	COM	$36.3M	41552	0.57%	SOLE
44	ISHARES INC	CORE MSCI EMKT	$36.1M	517824	0.57%	SOLE
45	BANK AMERICA CORP	COM	$34.2M	701467	0.54%	SOLE
46	WELLTOWER INC	COM	$34.0M	171975	0.53%	SOLE
47	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$32.7M	316551	0.51%	SOLE
48	ISHARES TR	EAFE GRWTH ETF	$31.4M	281859	0.49%	SOLE
49	TJX COS INC NEW	COM	$30.2M	189359	0.48%	SOLE
50	RTX CORPORATION	COM	$29.7M	153733	0.47%	SOLE

1–50 of 2,275

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.