Funds › UMB Bank, n.a.
UMB Bank, n.a.
13F for Q3 2026, filed Nov 6, 2026. 2,285 positions worth $7.7B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 6, 2026
Reported value
$7.7B
−$205.9M (2.6%) vs Q2 2026
Positions
2,285
2,303 in Q2 2026
Top 10 share
37.6%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | UMBF UMB Financial Corporation | 4.62M | $600.8M | 7.8% | -1.2% | 13F ↗ |
| 2 | iShares Tr Core S&P500 Etf | 721,983 | $552.9M | 7.2% | -0.2% | 13F ↗ |
| 3 | AAPL Apple Inc. | 1.12M | $371.9M | 4.8% | -3.8% | 13F ↗ |
| 4 | NVDA NVIDIA Corporation | 1.31M | $299.0M | 3.9% | -0.5% | 13F ↗ |
| 5 | MSFT Microsoft Corporation | 475,990 | $244.1M | 3.2% | -7.1% | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 684,057 | $235.4M | 3.1% | -3.0% | 13F ↗ |
| 7 | AMZN Amazon.com, Inc. | 692,927 | $172.6M | 2.2% | -4.0% | 13F ↗ |
| 8 | AVGO Broadcom Inc. | 454,000 | $159.4M | 2.1% | -2.8% | 13F ↗ |
| 9 | iShares Tr Core Msci Eafe | 1.33M | $128.9M | 1.7% | -3.9% | 13F ↗ |
| 10 | JPM JPMorgan Chase & Co. | 373,030 | $123.4M | 1.6% | -4.2% | 13F ↗ |
| 11 | iShares Tr Core S&P Mcp Etf | 1.69M | $121.7M | 1.6% | -1.2% | 13F ↗ |
| 12 | iShares Tr Equity Etf | 1.12M | $119.9M | 1.6% | +11.0% | 13F ↗ |
| 13 | BRK-A Berkshire Hathaway Inc. Class A | 139 | $103.8M | 1.4% | -4.1% | 13F ↗ |
| 14 | JNJ Johnson & Johnson | 354,124 | $93.8M | 1.2% | -3.1% | 13F ↗ |
| 15 | PGR Progressive Corporation | 431,353 | $89.4M | 1.2% | -0.1% | 13F ↗ |
| 16 | LLY Eli Lilly and Company | 74,882 | $86.6M | 1.1% | -2.2% | 13F ↗ |
| 17 | Vanguard Index Fds Mrngstr Grwt Etf | 908,272 | $81.8M | 1.1% | -8.8% | 13F ↗ |
| 18 | BRK-B Berkshire Hathaway Inc. Class B | 160,452 | $79.9M | 1.0% | -0.5% | 13F ↗ |
| 19 | COST Costco Wholesale Corporation | 84,686 | $77.1M | 1.0% | -2.9% | 13F ↗ |
| 20 | META Meta Platforms, Inc. | 105,885 | $76.8M | 1.0% | -11.5% | 13F ↗ |
| 21 | Vanguard Index Fds Mrngstr Val Etf | 337,183 | $72.9M | 0.9% | -8.7% | 13F ↗ |
| 22 | iShares Tr Core S&P Scp Etf | 505,057 | $68.7M | 0.9% | -3.4% | 13F ↗ |
| 23 | Vanguard Tax-Managed Fds | 937,044 | $66.2M | 0.9% | -2.7% | 13F ↗ |
| 24 | CVX Chevron Corporation | 316,562 | $64.6M | 0.8% | -3.7% | 13F ↗ |
| 25 | J P Morgan Exchange Traded F Us Qualty Fctr | 870,513 | $64.2M | 0.8% | -3.5% | 13F ↗ |
| 26 | WMT Walmart Inc. | 596,176 | $62.0M | 0.8% | -3.2% | 13F ↗ |
| 27 | iShares Tr Equities | 596,734 | $61.5M | 0.8% | +2.4% | 13F ↗ |
| 28 | TJX TJX Companies, Inc. | 462,211 | $61.2M | 0.8% | -6.4% | 13F ↗ |
| 29 | MA Mastercard Incorporated | 99,346 | $54.8M | 0.7% | -2.6% | 13F ↗ |
| 30 | iShares Tr Etf | 192,347 | $53.5M | 0.7% | -2.5% | 13F ↗ |
| 31 | AMD Advanced Micro Devices, Inc. | 83,555 | $51.1M | 0.7% | -1.9% | 13F ↗ |
| 32 | CAT Caterpillar, Inc. | 62,749 | $50.9M | 0.7% | -7.9% | 13F ↗ |
| 33 | ETN Eaton Corporation, PLC | 115,663 | $49.7M | 0.6% | -1.8% | 13F ↗ |
| 34 | V Visa Inc. | 137,008 | $49.2M | 0.6% | -2.2% | 13F ↗ |
| 35 | PANW Palo Alto Networks, Inc. | 123,903 | $49.2M | 0.6% | -1.6% | 13F ↗ |
| 36 | MU Micron Technology, Inc. | 45,524 | $48.5M | 0.6% | +38.0% | 13F ↗ |
| 37 | TSLA Tesla, Inc. | 130,670 | $46.4M | 0.6% | -9.0% | 13F ↗ |
| 38 | APH Amphenol Corporation | 546,944 | $46.1M | 0.6% | -13.4% | 13F ↗ |
| 39 | GOOG Alphabet Inc. Class C | 126,381 | $43.1M | 0.6% | -3.6% | 13F ↗ |
| 40 | GEV GE Vernova Inc. | 45,212 | $43.0M | 0.6% | -1.4% | 13F ↗ |
| 41 | TXN Texas Instruments Incorporated | 143,507 | $40.2M | 0.5% | -2.8% | 13F ↗ |
| 42 | PG Procter & Gamble Company | 275,431 | $40.0M | 0.5% | -2.6% | 13F ↗ |
| 43 | HD Home Depot, Inc. | 139,472 | $39.7M | 0.5% | -3.8% | 13F ↗ |
| 44 | iShares Inc Core Msci Emkt | 486,883 | $39.5M | 0.5% | -15.1% | 13F ↗ |
| 45 | BLK BlackRock, Inc. | 37,256 | $39.4M | 0.5% | -2.5% | 13F ↗ |
| 46 | Invesco Exchange Traded Fd T S&P Mdcp Quality | 352,635 | $39.4M | 0.5% | +9.7% | 13F ↗ |
| 47 | LIN Linde plc | 81,151 | $38.5M | 0.5% | -2.5% | 13F ↗ |
| 48 | BAC Bank of America Corporation | 693,647 | $37.8M | 0.5% | -2.8% | 13F ↗ |
| 49 | WELL Welltower Inc. | 163,968 | $37.8M | 0.5% | -2.7% | 13F ↗ |
| 50 | ORLY O'Reilly Automotive, Inc. | 423,179 | $36.1M | 0.5% | -2.4% | 13F ↗ |
Showing the top 50 of 2,285 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
63 new, 833 added to, 945 trimmed, 81 exited, 444 unchanged. By estimated dollars.
New positions (63)
| Federated Hermes ETF Trust Mdt Small Cap | 378,714 | New | $12.7M |
| HON Honeywell International Inc. | 55,715 | New | $11.8M |
| SPCX Space Exploration Technologies Corp. | 55,185 | New | $8.3M |
| HONA Honeywell Aerospace Inc. | 29,038 | New | $4.5M |
| Global X Fds Etf | 47,800 | New | $957.4K |
| PDX PIMCO Dynamic Income Strategy Fund · Com Shs Ben Int | 46,700 | New | $948.0K |
| Principal Exchange Traded Fd Preferred | 40,347 | New | $753.4K |
| Neos ETF Trust Mlp En In Hi Etf | 14,600 | New | $733.1K |
| John Hancock Exchange Traded High Yield Etf | 21,000 | New | $518.3K |
| Invesco Exch Traded Fd Tr II Natl Amt Muni | 22,070 | New | $472.1K |
Added to (833)
| MU Micron Technology, Inc. | 45,524 | +38.0% | $13.3M |
| iShares Tr Equity Etf | 1.12M | +11.0% | $11.9M |
| DE Deere & Company | 34,847 | +83.9% | $10.7M |
| AMAT Applied Materials, Inc. | 27,410 | +200% | $9.3M |
| ANET Arista Networks, Inc. | 73,334 | +136% | $8.6M |
| STT State Street Corporation | 45,948 | +2596% | $7.7M |
| STX Seagate Technology Holdings PLC | 7,476 | +288% | $5.1M |
| NEM Newmont Corporation | 42,791 | +445% | $4.0M |
| WDC Western Digital Corporation | 12,956 | +180% | $3.8M |
| Invesco Exchange Traded Fd T S&P Mdcp Quality | 352,635 | +9.7% | $3.5M |
Trimmed (945)
| MSFT Microsoft Corporation | 475,990 | -7.1% | -$18.6M |
| AAPL Apple Inc. | 1.12M | -3.8% | -$14.6M |
| ROL Rollins, Inc. | 24,236 | -94.1% | -$11.6M |
| META Meta Platforms, Inc. | 105,885 | -11.5% | -$10.0M |
| Vanguard Index Fds Mrngstr Grwt Etf | 908,272 | -8.8% | -$7.9M |
| GOOGL Alphabet Inc. Class A | 684,057 | -3.0% | -$7.3M |
| APH Amphenol Corporation | 546,944 | -13.4% | -$7.1M |
| AMZN Amazon.com, Inc. | 692,927 | -4.0% | -$7.1M |
| iShares Inc Core Msci Emkt | 486,883 | -15.1% | -$7.0M |
| UMBF UMB Financial Corporation | 4.62M | -1.2% | -$7.0M |
Exited (81)
| Exxon Mobil Corp | 394,360 | Exited | -$53.9M |
| Virtus ETF Tr II Seix Sr Ln Etf | 45,805 | Exited | -$1.1M |
| PFD Flaherty & Crumrine Pfd Inco | 86,373 | Exited | -$1.0M |
| Bank of America Corp 7.25%CNV Pfd L | 798 | Exited | -$1.0M |
| Vaneck ETF Trust Etf | 14,700 | Exited | -$778.4K |
| Honeywell International Inc | 3,301 | Exited | -$766.5K |
| Oneok Inc | 8,738 | Exited | -$759.7K |
| Avalonbay Communities Inc Reit | 2,236 | Exited | -$421.9K |
| Electronic Arts Inc | 1,105 | Exited | -$226.6K |
| Dimensional ETF Trust Us Small Cap Etf | 5,771 | Exited | -$223.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 6, 2026 | 13F-HR | 2,285 | $7.7B | Current | SEC ↗ |
| Q2 2026 | Aug 13, 2026 | 13F-HR | 2,303 | $7.9B | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 2,284 | $7.2B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 2,279 | $7.5B | Current | SEC ↗ |
| Q3 2025 | Nov 4, 2025 | 13F-HR | 2,152 | $6.8B | Current | SEC ↗ |
| Q2 2025 | Jul 11, 2025 | 13F-HR/A (restatement) | 2,125 | $6.4B | Current | SEC ↗ |
| Q2 2025 | Jul 10, 2025 | 13F-HR | 2,105 | $6.1B | Replaced | SEC ↗ |
| Q1 2025 | Apr 14, 2025 | 13F-HR | 2,105 | $6.1B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer