Umb Bank, N.A. Portfolio Stock Holdings
Umb Bank, N.A. disclosed 2284 stock positions valued at approximately $7.2 billion in its latest SEC 13F filing. The largest holdings include UMB FINL CORP, ISHARES TR, and APPLE INC. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 2284
- Portfolio Value
- $7.2B
Holdings by Sector
Umb Bank, N.A. Portfolio Holdings in Q1 2026
2210 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| UMB FINL CORP | UMBF | Financial Services | 7.44% | 4,723,573 | -86,251 | -1.79% | $532,771,799 |
| ISHARES TR | IVV | Other | 6.57% | 720,762 | +30,974 | +4.49% | $470,808,946 |
| APPLE INC | AAPL | Technology | 4.29% | 1,210,735 | -16,214 | -1.32% | $307,272,436 |
| NVIDIA CORPORATION | NVDA | Technology | 3.24% | 1,330,446 | -8,451 | -0.63% | $232,029,783 |
| ALPHABET INC | GOOGL | Communication Services | 2.89% | 719,498 | -10,185 | -1.40% | $206,898,845 |
| MICROSOFT CORP | MSFT | Technology | 2.67% | 516,618 | -4,629 | -0.89% | $191,236,485 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.12% | 729,701 | +50,613 | +7.45% | $151,974,828 |
| BROADCOM INC | AVGO | Technology | 2.05% | 473,588 | -26,346 | -5.27% | $146,580,222 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.80% | 437,638 | -6,682 | -1.50% | $128,735,595 |
| ISHARES TR | IEFA | Other | 1.72% | 1,359,924 | +72,400 | +5.62% | $123,113,920 |
| ISHARES TR | IJH | Other | 1.66% | 1,765,898 | -54,704 | -3.00% | $119,251,092 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 1.45% | 145 | - | - | $104,130,300 |
| ISHARES TR | IWR | Other | 1.31% | 964,881 | -981 | -0.10% | $93,815,379 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.25% | 367,699 | -4,626 | -1.24% | $89,880,344 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 1.23% | 88,440 | -1,519 | -1.69% | $88,124,269 |
| PROGRESSIVE CORP | PGR | Financial Services | 1.19% | 431,450 | -559 | -0.13% | $85,530,648 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.10% | 164,465 | -31,558 | -16.10% | $78,811,628 |
| CHEVRON CORPORATION | CVX | Energy | 1.10% | 379,258 | -6,396 | -1.66% | $78,468,480 |
| WALMART INC | WMT | Consumer Defensive | 1.09% | 626,291 | -38,523 | -5.79% | $77,835,445 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 1.07% | 478,857 | -240 | -0.05% | $76,473,463 |
| VANGUARD INDEX FDS | VUG | Other | 1.05% | 172,205 | +3,182 | +1.88% | $75,217,422 |
| VANGUARD INDEX FDS | VTV | Other | 1.04% | 380,500 | -5,578 | -1.44% | $74,654,100 |
| ELI LILLY & CO | LLY | Healthcare | 1.00% | 77,979 | -661 | -0.84% | $71,722,745 |
| META PLATFORMS INC | META | Communication Services | 0.96% | 120,478 | -829 | -0.68% | $68,929,078 |
| ISHARES TR | IJR | Other | 0.95% | 548,310 | -27,004 | -4.69% | $68,160,416 |
| EXXON MOBIL CORP | XOM | Energy | 0.94% | 398,629 | -9,775 | -2.39% | $67,631,396 |
| ISHARES TR | GVI | Other | 0.91% | 613,117 | -57,836 | -8.62% | $65,407,322 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.87% | 968,323 | +1,865 | +0.19% | $62,050,138 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.76% | 108,704 | -7,966 | -6.83% | $54,315,040 |
| TESLA INC | TSLA | Consumer Cyclical | 0.75% | 145,145 | -286 | -0.20% | $53,957,654 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.74% | 161,783 | -2,263 | -1.38% | $53,208,811 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.74% | 865,784 | +115,105 | +15.33% | $53,089,875 |
| CATERPILLAR INC | CAT | Industrials | 0.68% | 68,895 | +4,252 | +6.58% | $48,809,351 |
| ISHARES TR | IWM | Other | 0.66% | 191,731 | +676 | +0.35% | $47,549,288 |
| VISA INC | V | Financial Services | 0.63% | 150,128 | -12,918 | -7.92% | $45,374,687 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.61% | 469,444 | -1,247 | -0.26% | $43,601,959 |
| LINDE PLC | LIN | Other | 0.58% | 84,405 | +295 | +0.35% | $41,844,623 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.58% | 449,410 | -2,847 | -0.63% | $41,485,037 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.57% | 284,840 | -3,399 | -1.18% | $41,142,289 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.57% | 131,513 | -1,407 | -1.06% | $40,872,925 |
| AMPHENOL CORP | APH | Technology | 0.56% | 319,514 | -48,180 | -13.10% | $40,370,594 |
| EATON CORP PLC | ETN | Other | 0.56% | 112,214 | -1,207 | -1.06% | $40,135,581 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.55% | 44,223 | -321 | -0.72% | $39,590,198 |
| ALPHABET INC | GOOG | Communication Services | 0.53% | 132,361 | -1,181 | -0.88% | $37,969,077 |
| ISHARES TR | EFV | Other | 0.52% | 504,891 | -26,374 | -4.96% | $37,538,646 |
| BLACKROCK INC | BLK | Other | 0.52% | 38,891 | -1,024 | -2.57% | $37,401,864 |
| GE VERNOVA INC | GEV | Utilities | 0.51% | 42,141 | +1,767 | +4.38% | $36,784,879 |
| ISHARES INC | IEMG | Other | 0.51% | 527,146 | +152,730 | +40.79% | $36,768,434 |
| BANK AMERICA CORP | BAC | Financial Services | 0.49% | 723,806 | -10,113 | -1.38% | $35,285,542 |
| WELLTOWER INC | WELL | Real Estate | 0.47% | 172,083 | -465 | -0.27% | $34,022,530 |
| INVESCO EXCHANGE TRADED FD T | XMHQ | Other | 0.46% | 316,551 | +7,742 | +2.51% | $32,721,877 |
| RTX CORPORATION | RTX | Industrials | 0.45% | 166,332 | -1,969 | -1.17% | $32,085,443 |
| ISHARES TR | EFG | Other | 0.44% | 281,923 | -7,741 | -2.67% | $31,397,765 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.44% | 806,093 | -1,700 | -0.21% | $31,324,774 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.43% | 299,507 | -2,650 | -0.88% | $30,750,383 |
| TEXAS INSTRS INC | TXN | Technology | 0.41% | 150,417 | -4,313 | -2.79% | $29,201,956 |
| UNION PAC CORP | UNP | Industrials | 0.40% | 117,589 | -1,151 | -0.97% | $28,529,443 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.40% | 524,222 | -3,480 | -0.66% | $28,334,199 |
| NETFLIX INC. | NFLX | Communication Services | 0.40% | 294,535 | +25,765 | +9.59% | $28,319,540 |
| VANECK ETF TRUST | ITM | Other | 0.39% | 599,378 | -424,674 | -41.47% | $27,829,121 |
| MORGAN STANLEY | MS | Financial Services | 0.38% | 166,037 | -7,480 | -4.31% | $27,324,709 |
| ABBVIE INC | ABBV | Healthcare | 0.37% | 122,095 | -1,466 | -1.19% | $26,554,442 |
| HONEYWELL INTL INC | HON | Industrials | 0.36% | 113,918 | -1,135 | -0.99% | $25,748,885 |
| MEDTRONIC PLC | MDT | Other | 0.36% | 293,491 | +5,042 | +1.75% | $25,430,995 |
| ISHARES TR | QUAL | Other | 0.33% | 123,637 | -101,974 | -45.20% | $23,714,813 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.32% | 176,924 | -4,774 | -2.63% | $23,166,429 |
| ROLLINS INC | ROL | Consumer Cyclical | 0.31% | 415,361 | +116,971 | +39.20% | $22,184,431 |
| CME GROUP INC | CME | Financial Services | 0.30% | 73,809 | +822 | +1.13% | $21,799,488 |
| ISHARES GOLD TR | IAU | Other | 0.30% | 246,209 | -1,443 | -0.58% | $21,705,786 |
| COCA COLA CO | KO | Consumer Defensive | 0.30% | 279,259 | -663 | -0.24% | $21,237,647 |
| ISHARES TR | IWB | Other | 0.29% | 59,206 | +2,871 | +5.10% | $21,110,491 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.29% | 127,587 | +33,514 | +35.63% | $20,454,748 |
| ORACLE CORP | ORCL | Technology | 0.28% | 137,469 | -14,604 | -9.60% | $20,223,065 |
| GE AEROSPACE | GE | Industrials | 0.28% | 70,256 | +158 | +0.23% | $19,936,545 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.28% | 30,358 | -266 | -0.87% | $19,743,022 |
| ISHARES TR | IVW | Other | 0.26% | 166,649 | -12,034 | -6.73% | $18,849,668 |
| SERVICENOW INC | NOW | Technology | 0.24% | 167,445 | +129,952 | +346.60% | $17,506,374 |
| ECOLAB INC | ECL | Basic Materials | 0.24% | 65,303 | -397 | -0.60% | $17,371,904 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.24% | 85,337 | -1,439 | -1.66% | $17,360,106 |
| REGIONS FINANCIAL CORP NEW | RF | Financial Services | 0.24% | 661,901 | +11,684 | +1.80% | $17,288,854 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.24% | 34,934 | -1,137 | -3.15% | $17,171,109 |
| SPDR SERIES TRUST | SDY | Other | 0.22% | 109,023 | -2,394 | -2.15% | $15,910,817 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.22% | 34,060 | -54 | -0.16% | $15,701,319 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.22% | 106,680 | -17,506 | -14.10% | $15,605,150 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 48,358 | +7,696 | +18.93% | $15,513,730 |
| ISHARES TR | EFA | Other | 0.22% | 158,981 | +1,241 | +0.79% | $15,441,824 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.21% | 108,132 | +31 | +0.03% | $15,070,357 |
| AMGEN INC | AMGN | Healthcare | 0.21% | 42,686 | -1,983 | -4.44% | $15,019,069 |
| EQT CORP | EQT | Energy | 0.21% | 235,106 | +2,518 | +1.08% | $14,962,146 |
| VANGUARD INDEX FDS | VBR | Other | 0.21% | 68,053 | -2,707 | -3.83% | $14,784,515 |
| INTUIT | INTU | Technology | 0.20% | 33,928 | -2,517 | -6.91% | $14,669,789 |
| KLA CORP | KLAC | Technology | 0.20% | 9,886 | +220 | +2.28% | $14,556,245 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.20% | 122,482 | -2,778 | -2.22% | $14,530,039 |
| CISCO SYS INC | CSCO | Technology | 0.20% | 184,594 | -8,418 | -4.36% | $14,322,648 |
| MARRIOTT INTL INC NEW | MAR | Consumer Cyclical | 0.20% | 43,303 | -1,205 | -2.71% | $14,163,112 |
| CONAGRA BRANDS INC | CAG | Consumer Defensive | 0.19% | 886,915 | -443 | -0.05% | $13,942,304 |
| IDEXX LABS INC | IDXX | Healthcare | 0.19% | 24,408 | +19,587 | +406.29% | $13,714,611 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 0.18% | 411,951 | +404,473 | +5408.84% | $13,186,552 |
| APOLLO GLOBAL MGMT INC | APO | Financial Services | 0.18% | 114,083 | +2,631 | +2.36% | $12,711,128 |
| WASTE MGMT INC DEL | WM | Industrials | 0.18% | 55,256 | -815 | -1.45% | $12,697,276 |