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

About Umb Bank, N.A.

Investment Activity

Umb Bank, N.A. has $7.16 billion in total holdings as of March 31, 2026.
Umb Bank, N.A. owns shares of 2,284 different stocks, but just 88 companies or ETFs make up 80% of its holdings.
Approximately 2.74% of the portfolio was purchased this quarter.
About 4.72% of the portfolio was sold this quarter.
This quarter, Umb Bank, N.A. has purchased 2,279 new stocks and bought additional shares in 1,048 stocks.
Umb Bank, N.A. sold shares of 798 stocks and completely divested from 86 stocks this quarter.

Largest Holdings

UMB Financial: $532,771,799
iShares Core S&P 500 ETF: $470,808,946
Apple: $307,272,436
NVIDIA: $232,029,783
Alphabet: $206,898,845

Largest New Holdings this Quarter

76665T102 - Riley Exploration Permian: $4,723,118 Holding
02072L532 - EA Bridgeway Omni Small-Cap Value ETF: $1,927,866 Holding
09631P102 - BLUEROCK PVT REAL ESTATE FD: $1,698,389 Holding
83443Q103 - SOLSTICE ADVANCED MATLS INC: $951,391 Holding
925283103 - VERSANT MEDIA GROUP INC: $910,322 Holding

Largest Purchases this Quarter

iShares Core S&P 500 ETF: 30,974 shares (about $20.23M)
ServiceNow: 129,952 shares (about $13.59M)
Chipotle Mexican Grill: 404,473 shares (about $12.95M)
IDEXX Laboratories: 19,587 shares (about $11.01M)
iShares Core MSCI Emerging Markets ETF: 152,730 shares (about $10.65M)

Largest Sales this Quarter

VanEck Intermediate Muni ETF: 424,674 shares (about $19.72M)
iShares MSCI USA Quality Factor ETF: 101,974 shares (about $19.56M)
Berkshire Hathaway: 31,558 shares (about $15.12M)
SPDR Nuveen ICE Short Term Municipal Bond ETF: 287,340 shares (about $13.74M)
Zoetis: 100,732 shares (about $11.91M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
UMBF UMB Financial	$532,771,799	$9,728,250 â–¼	-1.8%	4,723,573	7.4%	Finance
IVV iShares Core S&P 500 ETF	$470,808,946	$20,232,527 â–²	4.5%	720,762	6.6%	ETF
AAPL Apple	$307,272,436	$4,114,951 â–¼	-1.3%	1,210,735	4.3%	Computer and Technology
NVDA NVIDIA	$232,029,783	$1,473,854 â–¼	-0.6%	1,330,446	3.2%	Computer and Technology
GOOGL Alphabet	$206,898,845	$2,928,799 â–¼	-1.4%	719,498	2.9%	Computer and Technology
MSFT Microsoft	$191,236,485	$1,713,517 â–¼	-0.9%	516,618	2.7%	Computer and Technology
AMZN Amazon.com	$151,974,828	$10,541,170 â–²	7.5%	729,701	2.1%	Retail/Wholesale
AVGO Broadcom	$146,580,222	$8,154,350 â–¼	-5.3%	473,588	2.0%	Computer and Technology
JPM JPMorgan Chase & Co.	$128,735,595	$1,965,577 â–¼	-1.5%	437,638	1.8%	Finance
IEFA iShares Core MSCI EAFE ETF	$123,113,920	$6,554,372 â–²	5.6%	1,359,924	1.7%	ETF
IJH iShares Core S&P Mid-Cap ETF	$119,251,092	$3,694,161 â–¼	-3.0%	1,765,898	1.7%	ETF
BRK.A Berkshire Hathaway	$104,130,300		0.0%	145	1.5%	Finance
IWR iShares Russell Mid-Cap ETF	$93,815,379	$95,383 â–¼	-0.1%	964,881	1.3%	ETF
JNJ Johnson & Johnson	$89,880,344	$1,130,779 â–¼	-1.2%	367,699	1.3%	Medical
COST Costco Wholesale	$88,124,269	$1,513,577 â–¼	-1.7%	88,440	1.2%	Retail/Wholesale
PGR Progressive	$85,530,648	$110,816 â–¼	-0.1%	431,450	1.2%	Finance
BRK.B Berkshire Hathaway	$78,811,628	$15,122,594 â–¼	-16.1%	164,465	1.1%	Finance
CVX Chevron	$78,468,480	$1,323,332 â–¼	-1.7%	379,258	1.1%	Energy
WALMART INC	$77,835,445	$4,787,638 â–¼	-5.8%	626,291	1.1%	COM
TJX TJX Companies	$76,473,463	$38,328 â–¼	-0.1%	478,857	1.1%	Retail/Wholesale
VUG Vanguard Growth ETF	$75,217,422	$1,389,866 â–²	1.9%	172,205	1.1%	ETF
VTV Vanguard Value ETF	$74,654,100	$1,094,404 â–¼	-1.4%	380,500	1.0%	ETF
LLY Eli Lilly and Company	$71,722,745	$607,968 â–¼	-0.8%	77,979	1.0%	Medical
META Meta Platforms	$68,929,078	$474,296 â–¼	-0.7%	120,478	1.0%	Computer and Technology
IJR iShares Core S&P Small-Cap ETF	$68,160,416	$3,356,867 â–¼	-4.7%	548,310	1.0%	ETF
XOM ExxonMobil	$67,631,396	$1,658,426 â–¼	-2.4%	398,629	0.9%	Energy
GVI iShares Intermediate Government/Credit Bond ETF	$65,407,322	$6,169,945 â–¼	-8.6%	613,117	0.9%	ETF
VEA Vanguard FTSE Developed Markets ETF	$62,050,138	$119,509 â–²	0.2%	968,323	0.9%	ETF
MA Mastercard	$54,315,040	$3,980,292 â–¼	-6.8%	108,704	0.8%	Business Services
TSLA Tesla	$53,957,654	$106,321 â–¼	-0.2%	145,145	0.8%	Auto/Tires/Trucks
HD Home Depot	$53,208,811	$744,278 â–¼	-1.4%	161,783	0.7%	Retail/Wholesale
JQUA JPMorgan U.S. Quality Factor ETF	$53,089,875	$7,058,239 â–²	15.3%	865,784	0.7%	ETF
CAT Caterpillar	$48,809,351	$3,012,372 â–²	6.6%	68,895	0.7%	Industrials
IWM iShares Russell 2000 ETF	$47,549,288	$167,648 â–²	0.4%	191,731	0.7%	Finance
V Visa	$45,374,687	$3,904,336 â–¼	-7.9%	150,128	0.6%	Business Services
NEE NextEra Energy	$43,601,959	$115,821 â–¼	-0.3%	469,444	0.6%	Utilities
LINDE PLC	$41,844,623	$146,249 â–²	0.4%	84,405	0.6%	SHS
ORLY O'Reilly Automotive	$41,485,037	$262,807 â–¼	-0.6%	449,410	0.6%	Retail/Wholesale
PG Procter & Gamble	$41,142,289	$490,952 â–¼	-1.2%	284,840	0.6%	Consumer Staples
MCD McDonald's	$40,872,925	$437,282 â–¼	-1.1%	131,513	0.6%	Retail/Wholesale
APH Amphenol	$40,370,594	$6,087,543 â–¼	-13.1%	319,514	0.6%	Computer and Technology
ETN Eaton	$40,135,581	$431,708 â–¼	-1.1%	112,214	0.6%	Industrials
PH Parker-Hannifin	$39,590,198	$287,372 â–¼	-0.7%	44,223	0.6%	Industrials
GOOG Alphabet	$37,969,077	$338,782 â–¼	-0.9%	132,361	0.5%	Computer and Technology
EFV iShares MSCI EAFE Value ETF	$37,538,646	$1,960,907 â–¼	-5.0%	504,891	0.5%	ETF
BLACKROCK INC	$37,401,864	$984,791 â–¼	-2.6%	38,891	0.5%	COM
GE VERNOVA INC	$36,784,879	$1,542,414 â–²	4.4%	42,141	0.5%	COM
IEMG iShares Core MSCI Emerging Markets ETF	$36,768,434	$10,652,918 â–²	40.8%	527,146	0.5%	ETF
BAC Bank of America	$35,285,542	$493,009 â–¼	-1.4%	723,806	0.5%	Finance
WELL Welltower	$34,022,530	$91,935 â–¼	-0.3%	172,083	0.5%	Finance
XMHQ Invesco S&P MidCap Quality ETF	$32,721,877	$800,291 â–²	2.5%	316,551	0.5%	ETF
RTX RTX	$32,085,443	$379,820 â–¼	-1.2%	166,332	0.4%	Aerospace
EFG iShares MSCI EAFE Growth ETF	$31,397,765	$862,115 â–¼	-2.7%	281,923	0.4%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$31,324,774	$66,062 â–¼	-0.2%	806,093	0.4%	ETF
ABT Abbott Laboratories	$30,750,383	$272,075 â–¼	-0.9%	299,507	0.4%	Medical
TXN Texas Instruments	$29,201,956	$837,326 â–¼	-2.8%	150,417	0.4%	Computer and Technology
UNP Union Pacific	$28,529,443	$279,256 â–¼	-1.0%	117,589	0.4%	Transportation
VWO Vanguard FTSE Emerging Markets ETF	$28,334,199	$188,094 â–¼	-0.7%	524,222	0.4%	ETF
NFLX Netflix	$28,319,540	$2,477,305 â–²	9.6%	294,535	0.4%	Consumer Discretionary
ITM VanEck Intermediate Muni ETF	$27,829,121	$19,717,614 â–¼	-41.5%	599,378	0.4%	ETF
MS Morgan Stanley	$27,324,709	$1,230,984 â–¼	-4.3%	166,037	0.4%	Finance
ABBV AbbVie	$26,554,442	$318,840 â–¼	-1.2%	122,095	0.4%	Medical
HON Honeywell International	$25,748,885	$256,544 â–¼	-1.0%	113,918	0.4%	Multi-Sector Conglomerates
MDT Medtronic	$25,430,995	$436,889 â–²	1.7%	293,491	0.4%	Medical
QUAL iShares MSCI USA Quality Factor ETF	$23,714,813	$19,559,633 â–¼	-45.2%	123,637	0.3%	ETF
DUK Duke Energy	$23,166,429	$625,108 â–¼	-2.6%	176,924	0.3%	Utilities
ROL Rollins	$22,184,431	$6,247,421 â–²	39.2%	415,361	0.3%	Construction
CME CME Group	$21,799,488	$242,778 â–²	1.1%	73,809	0.3%	Finance
IAU iShares Gold Trust	$21,705,786	$127,215 â–¼	-0.6%	246,209	0.3%	Finance
KO CocaCola	$21,237,647	$50,421 â–¼	-0.2%	279,259	0.3%	Consumer Staples
IWB iShares Russell 1000 ETF	$21,110,491	$1,023,684 â–²	5.1%	59,206	0.3%	ETF
PANW Palo Alto Networks	$20,454,748	$5,372,965 â–²	35.6%	127,587	0.3%	Computer and Technology
ORCL Oracle	$20,223,065	$2,148,394 â–¼	-9.6%	137,469	0.3%	Computer and Technology
GE GE Aerospace	$19,936,545	$44,836 â–²	0.2%	70,256	0.3%	Aerospace
SPY SPDR S&P 500 ETF Trust	$19,743,022	$172,990 â–¼	-0.9%	30,358	0.3%	Finance
IVW iShares S&P 500 Growth ETF	$18,849,668	$1,361,166 â–¼	-6.7%	166,649	0.3%	ETF
NOW ServiceNow	$17,506,374	$13,586,481 â–²	346.6%	167,445	0.2%	Computer and Technology
ECL Ecolab	$17,371,904	$105,610 â–¼	-0.6%	65,303	0.2%	Basic Materials
AMD Advanced Micro Devices	$17,360,106	$292,736 â–¼	-1.7%	85,337	0.2%	Computer and Technology
RF Regions Financial	$17,288,854	$305,186 â–²	1.8%	661,901	0.2%	Finance
TMO Thermo Fisher Scientific	$17,171,109	$558,870 â–¼	-3.2%	34,934	0.2%	Medical
SDY SPDR S&P Dividend ETF	$15,910,817	$349,380 â–¼	-2.1%	109,023	0.2%	ETF
ISRG Intuitive Surgical	$15,701,319	$24,893 â–¼	-0.2%	34,060	0.2%	Medical
PALANTIR TECHNOLOGIES INC	$15,605,150	$2,560,778 â–¼	-14.1%	106,680	0.2%	CL A
VTI Vanguard Total Stock Market ETF	$15,513,730	$2,468,954 â–²	18.9%	48,358	0.2%	ETF
EFA iShares MSCI EAFE ETF	$15,441,824	$120,538 â–²	0.8%	158,981	0.2%	Finance
GILD Gilead Sciences	$15,070,357	$4,320 â–²	0.0%	108,132	0.2%	Medical
AMGN Amgen	$15,019,069	$697,719 â–¼	-4.4%	42,686	0.2%	Medical
EQT EQT	$14,962,146	$160,246 â–²	1.1%	235,106	0.2%	Energy
VBR Vanguard Small-Cap Value ETF	$14,784,515	$588,096 â–¼	-3.8%	68,053	0.2%	ETF
INTU Intuit	$14,669,789	$1,088,300 â–¼	-6.9%	33,928	0.2%	Computer and Technology
KLAC KLA	$14,556,245	$323,930 â–²	2.3%	9,886	0.2%	Computer and Technology
BK BNY	$14,530,039	$329,554 â–¼	-2.2%	122,482	0.2%	Finance
CSCO Cisco Systems	$14,322,648	$653,153 â–¼	-4.4%	184,594	0.2%	Computer and Technology
MAR Marriott International	$14,163,112	$394,119 â–¼	-2.7%	43,303	0.2%	Consumer Discretionary
CAG Conagra Brands	$13,942,304	$6,964 â–¼	0.0%	886,915	0.2%	Consumer Staples
IDXX IDEXX Laboratories	$13,714,611	$11,005,739 â–²	406.3%	24,408	0.2%	Medical
CMG Chipotle Mexican Grill	$13,186,552	$12,947,181 â–²	5,408.8%	411,951	0.2%	Retail/Wholesale
APO Apollo Global Management	$12,711,128	$293,146 â–²	2.4%	114,083	0.2%	Finance
WM Waste Management	$12,697,276	$187,279 â–¼	-1.5%	55,256	0.2%	Business Services

Showing largest 100 holdings. View all holdings.

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

About Umb Bank, N.A.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Umb Bank, N.A.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

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

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools