Free Trial

Umb Bank, N.A. Top Holdings and 13F Report (2026)

About Umb Bank, N.A.

Investment Activity

  • Umb Bank, N.A. has $7.69 billion in total holdings as of September 30, 2026.
  • Umb Bank, N.A. owns shares of 2,285 different stocks, but just 85 companies or ETFs make up 80% of its holdings.
  • Approximately 2.51% of the portfolio was purchased this quarter.
  • About 4.69% of the portfolio was sold this quarter.
  • This quarter, Umb Bank, N.A. has purchased 2,303 new stocks and bought additional shares in 838 stocks.
  • Umb Bank, N.A. sold shares of 940 stocks and completely divested from 81 stocks this quarter.

Largest Holdings

UMB Financial
$600,792,462
Apple
$371,919,400
NVIDIA
$298,954,444
Microsoft
$244,135,271

Largest New Holdings this Quarter

31423L602 - FEDERATED HERMES ETF TRUST
$12,671,770 Holding
438516205 - HONEYWELL INTL INC
$11,752,522 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$8,325,210 Holding
43849R105 - HONEYWELL AEROSPACE INC
$4,500,019 Holding
37960A651 - Global X SuperDividend REIT ETF
$957,434 Holding

Largest Purchases this Quarter

Amphenol
231,239 shares (about $19.49M)
Micron Technology
12,530 shares (about $13.35M)
FEDERATED HERMES ETF TRUST
378,714 shares (about $12.67M)
iShares Russell Mid-Cap ETF
111,817 shares (about $11.93M)
HONEYWELL INTL INC
55,715 shares (about $11.75M)

Largest Sales this Quarter

Microsoft
36,182 shares (about $18.56M)
Apple
43,931 shares (about $14.63M)
Rollins
384,850 shares (about $11.59M)
Meta Platforms
13,738 shares (about $9.96M)
Vanguard Growth ETF
87,855 shares (about $7.92M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofUmb Bank, N.A.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
UMB Financial Corporation stock logo
UMBF
UMB Financial
$600,792,462$6,999,478 ▼-1.2%4,621,1257.8%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$552,930,680$967,269 ▼-0.2%721,9837.2%ETF
Apple Inc. stock logo
AAPL
Apple
$371,919,400$14,629,902 ▼-3.8%1,116,8084.8%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$298,954,444$1,614,418 ▼-0.5%1,309,0223.9%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$244,135,271$18,557,748 ▼-7.1%475,9903.2%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$235,370,333$7,327,528 ▼-3.0%684,0573.1%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$172,642,762$7,110,741 ▼-4.0%692,9272.2%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$159,440,260$4,675,744 ▼-2.8%454,0002.1%Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$128,886,633$5,178,914 ▼-3.9%1,330,3741.7%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$123,409,515$5,349,852 ▼-4.2%373,0301.6%Finance
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$121,668,530$1,437,273 ▼-1.2%1,691,0151.6%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$119,939,159$11,931,992 ▲11.0%1,123,9731.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$103,833,695$4,482,030 ▼-4.1%1391.4%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$93,750,788$2,987,856 ▼-3.1%354,1241.2%Healthcare
The Progressive Corporation stock logo
PGR
Progressive
$89,423,790$93,289 ▼-0.1%431,3531.2%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$86,644,464$1,911,496 ▼-2.2%74,8821.1%Healthcare
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$81,844,390$7,916,614 ▼-8.8%908,2721.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$79,897,073$380,434 ▼-0.5%160,4521.0%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$77,093,053$2,296,788 ▼-2.9%84,6861.0%Consumer Staples
Meta Platforms, Inc. stock logo
META
Meta Platforms
$76,785,684$9,962,523 ▼-11.5%105,8851.0%Communication Services
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$72,858,503$6,973,550 ▼-8.7%337,1830.9%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$68,707,954$2,397,161 ▼-3.4%505,0570.9%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$66,164,677$1,844,898 ▼-2.7%937,0440.9%ETF
Chevron Corporation stock logo
CVX
Chevron
$64,645,126$2,499,735 ▼-3.7%316,5620.8%Energy
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$64,243,859$2,318,279 ▼-3.5%870,5130.8%ETF
WALMART INC
$61,954,610$2,039,014 ▼-3.2%596,1760.8%COM
iShares Intermediate Government/Credit Bond ETF stock logo
GVI
iShares Intermediate Government/Credit Bond ETF
$61,505,373$1,460,502 ▲2.4%596,7340.8%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$61,155,137$4,161,017 ▼-6.4%462,2110.8%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$54,786,339$1,482,903 ▼-2.6%99,3460.7%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$53,451,308$1,358,882 ▼-2.5%192,3470.7%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$51,115,606$984,322 ▼-1.9%83,5550.7%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$50,876,262$4,358,807 ▼-7.9%62,7490.7%Industrials
Eaton Corporation, PLC stock logo
ETN
Eaton
$49,701,548$914,853 ▼-1.8%115,6630.6%Industrials
Visa Inc. stock logo
V
Visa
$49,231,085$1,106,736 ▼-2.2%137,0080.6%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$49,227,901$794,620 ▼-1.6%123,9030.6%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$48,488,068$13,345,828 ▲38.0%45,5240.6%Technology
Tesla, Inc. stock logo
TSLA
Tesla
$46,363,023$4,593,725 ▼-9.0%130,6700.6%Consumer Discretionary
Amphenol Corporation stock logo
APH
Amphenol
$46,107,379$19,493,448 ▲73.2%546,9440.6%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$43,063,062$1,585,804 ▼-3.6%126,3810.6%Communication Services
GE VERNOVA INC
$42,973,553$631,125 ▼-1.4%45,2120.6%COM
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$40,194,876$1,143,607 ▼-2.8%143,5070.5%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$40,014,616$1,066,355 ▼-2.6%275,4310.5%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$39,678,389$1,575,221 ▼-3.8%139,4720.5%Consumer Discretionary
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$39,515,425$7,001,836 ▼-15.1%486,8830.5%ETF
BLACKROCK INC
$39,427,653$1,001,142 ▼-2.5%37,2560.5%COM
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$39,371,698$3,473,990 ▲9.7%352,6350.5%ETF
LINDE PLC
$38,518,322$969,235 ▼-2.5%81,1510.5%SHS
Bank of America Corporation stock logo
BAC
Bank of America
$37,755,206$1,083,048 ▼-2.8%693,6470.5%Finance
Welltower Inc. stock logo
WELL
Welltower
$37,751,992$1,041,836 ▼-2.7%163,9680.5%Real Estate
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$36,143,718$874,342 ▼-2.4%423,1790.5%Consumer Discretionary
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$35,698,773$42,361 ▼-0.1%803,1220.5%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$34,816,542$876,085 ▼-2.5%459,6850.5%Utilities
AbbVie Inc. stock logo
ABBV
AbbVie
$34,248,409$2,703,271 ▲8.6%130,9240.4%Healthcare
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$33,873,582$4,202,492 ▼-11.0%428,0210.4%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$31,386,113$471,057 ▼-1.5%115,3350.4%Industrials
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$31,330,133$746,183 ▼-2.3%32,7920.4%Industrials
PALANTIR TECHNOLOGIES INC
$29,333,368$834,804 ▼-2.8%156,8210.4%CL A
iShares MSCI EAFE Growth ETF stock logo
EFG
iShares MSCI EAFE Growth ETF
$29,192,625$3,312,700 ▼-10.2%243,6170.4%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$28,762,886$1,276,875 ▼-4.3%152,9290.4%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$28,691,293$907,825 ▼-3.1%124,2370.4%Consumer Discretionary
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$28,214,242$1,898,928 ▼-6.3%475,7080.4%ETF
Medtronic PLC stock logo
MDT
Medtronic
$27,990,405$2,891,750 ▲11.5%324,3760.4%Healthcare
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$27,947,246$741,917 ▼-2.6%282,7810.4%Healthcare
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$26,110,077$33,707 ▼-0.1%62,7450.3%ETF
Deere & Company stock logo
DE
Deere & Company
$23,401,503$10,678,988 ▲83.9%34,8470.3%Industrials
ServiceNow, Inc. stock logo
NOW
ServiceNow
$23,254,487$3,932,121 ▼-14.5%173,5280.3%Technology
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$23,055,925$554,872 ▼-2.4%267,8430.3%Consumer Staples
RTX Corporation stock logo
RTX
RTX
$22,557,217$3,258,900 ▼-12.6%121,5040.3%Industrials
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$21,962,493$5,615,560 ▼-20.4%54,0110.3%Healthcare
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$21,560,925$392,922 ▼-1.8%151,5600.3%ETF
Intel Corporation stock logo
INTC
Intel
$21,450,114$79,352 ▲0.4%178,4090.3%Technology
GE Aerospace stock logo
GE
GE Aerospace
$21,385,931$507,471 ▼-2.3%68,4810.3%Industrials
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$20,428,570$2,721,826 ▼-11.8%26,7870.3%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$20,168,469$2,696,825 ▼-11.8%29,8770.3%Healthcare
Duke Energy Corporation stock logo
DUK
Duke Energy
$19,502,095$550,896 ▼-2.7%171,0560.3%Utilities
Netflix, Inc. stock logo
NFLX
Netflix
$19,109,103$825,219 ▼-4.1%274,6350.2%Communication Services
KLA Corporation stock logo
KLAC
KLA
$18,547,005$335,280 ▼-1.8%95,1470.2%Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$18,508,814$2,168,618 ▼-10.5%83,2830.2%ETF
VanEck Intermediate Muni ETF stock logo
ITM
VanEck Intermediate Muni ETF
$18,402,516$1,097,448 ▼-5.6%418,2390.2%ETF
CME Group Inc. stock logo
CME
CME Group
$18,112,511$960,419 ▼-5.0%69,1370.2%Finance
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$18,091,796$2,974,325 ▲19.7%33,6310.2%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$18,046,215$1,549,980 ▼-7.9%167,6690.2%Technology
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$17,488,853$398,957 ▼-2.2%66,1930.2%Technology
Regions Financial Corporation stock logo
RF
Regions Financial
$17,324,698$315,732 ▼-1.8%644,5200.2%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$17,069,927$598,558 ▼-3.4%218,5650.2%ETF
Ecolab Inc. stock logo
ECL
Ecolab
$16,924,562$697,708 ▼-4.0%61,6380.2%Materials
BANK OF NY MELLON CORP
$16,888,300$607,735 ▼-3.5%116,7690.2%COM
Amgen Inc. stock logo
AMGN
Amgen
$16,135,824$1,602,159 ▼-9.0%38,2810.2%Healthcare
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$15,679,315$297,951 ▼-1.9%105,1950.2%Healthcare
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$15,667,794$423,767 ▼-2.6%106,9620.2%ETF
LAM RESEARCH CORP
$15,639,704$3,646,461 ▼-18.9%47,6080.2%COM NEW
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$15,560,899$600,281 ▼-3.7%41,5800.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$15,346,319$367,251 ▼-2.3%147,7170.2%ETF
ARISTA NETWORKS INC
$14,930,069$8,609,821 ▲136.2%73,3340.2%COM SHS
Marriott International, Inc. stock logo
MAR
Marriott International
$14,854,913$415,067 ▼-2.7%41,7660.2%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$14,290,367$749,654 ▼-5.0%98,3440.2%Healthcare
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$14,016,926$9,343,935 ▲200.0%27,4100.2%Technology
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$13,813,284$1,166,702 ▼-7.8%59,7900.2%ETF
CrowdStrike stock logo
CRWD
CrowdStrike
$13,711,138$10,343,518 ▲307.1%51,7890.2%Technology
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$13,325,354$213,426 ▼-1.6%417,0690.2%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data