EdgeMarket › What Umb Bank, N.A. reported owning
What Umb Bank, N.A. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
7.2BPositions
2,284Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| UMBF UMB FINANCIAL CORP | 532.8M | 7.4% | 4.7M | 145.14 | +25.4% |
| IVV iShares Core S&P 500 ETF | 470.8M | 6.6% | 720.8K | 769.31 | +20.0% |
| AAPL Apple Inc. | 307.3M | 4.3% | 1.2M | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 232.0M | 3.2% | 1.3M | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 206.9M | 2.9% | 719.5K | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 191.2M | 2.7% | 516.6K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 152.0M | 2.1% | 729.7K | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 146.6M | 2.0% | 473.6K | 368.45 | +26.5% |
| JPM JPMORGAN CHASE & CO | 128.7M | 1.8% | 437.6K | 351.58 | +20.3% |
| IEFA iShares Core MSCI EAFE ETF | 123.1M | 1.7% | 1.4M | 100.85 | +16.8% |
| IJH iShares Core S&P Mid-Cap ETF | 119.3M | 1.7% | 1.8M | 76.77 | +20.8% |
| unmapped CUSIP 084670108 | 104.1M | 1.5% | 145 | — | — |
| IWR iShares Russell Mid-Cap ETF | 93.8M | 1.3% | 964.9K | 113.44 | +20.4% |
| JNJ JOHNSON & JOHNSON | 89.9M | 1.3% | 367.7K | 270.24 | +51.1% |
| COST COSTCO WHOLESALE CORP /NEW | 88.1M | 1.2% | 88.4K | 947.74 | -4.7% |
| PGR PROGRESSIVE CORP/OH/ | 85.5M | 1.2% | 431.4K | 219.28 | -13.2% |
| unmapped CUSIP 084670702 | 78.8M | 1.1% | 164.5K | — | — |
| CVX CHEVRON CORP | 78.5M | 1.1% | 379.3K | 205.27 | +34.0% |
| WMT Walmart Inc. | 77.8M | 1.1% | 626.3K | 103.70 | +1.1% |
| TJX TJX COMPANIES INC /DE/ | 76.5M | 1.1% | 478.9K | 140.53 | +1.6% |
| VUG Vanguard Morningstar Growth ETF | 75.2M | 1.1% | 172.2K | 87.50 | +15.9% |
| VTV Vanguard Morningstar Value ETF | 74.7M | 1.0% | 380.5K | 226.40 | +24.6% |
| LLY ELI LILLY & Co | 71.7M | 1.0% | 78.0K | 1,255.40 | +78.0% |
| META Meta Platforms, Inc. | 68.9M | 1.0% | 120.5K | 549.90 | -26.5% |
| IJR iShares Core S&P Small-Cap ETF | 68.2M | 1.0% | 548.3K | 147.31 | +29.0% |
| XOM ExxonMobil Holdings Corp | 67.6M | 0.9% | 398.6K | 165.11 | +52.1% |
| GVI iShares Intermediate Government/Credit Bond ET | 65.4M | 0.9% | 613.1K | 105.29 | -1.4% |
| VEA Vanguard FTSE Developed Markets ETF | 62.1M | 0.9% | 968.3K | 73.42 | +24.7% |
| MA Mastercard Inc | 54.3M | 0.8% | 108.7K | 580.63 | -2.0% |
| TSLA Tesla, Inc. | 54.0M | 0.8% | 145.1K | 362.86 | +12.0% |
| HD HOME DEPOT, INC. | 53.2M | 0.7% | 161.8K | 335.61 | -16.5% |
| JQUA JPMorgan U.S. Quality Factor ETF | 53.1M | 0.7% | 865.8K | 74.75 | +22.0% |
| CAT CATERPILLAR INC | 48.8M | 0.7% | 68.9K | 827.90 | +96.8% |
| IWM iShares Russell 2000 ETF | 47.5M | 0.7% | 191.7K | 299.96 | +33.1% |
| V VISA INC. | 45.4M | 0.6% | 150.1K | 371.04 | +7.9% |
| NEE NEXTERA ENERGY INC | 43.6M | 0.6% | 469.4K | 83.65 | +9.8% |
| LIN LINDE PLC | 41.8M | 0.6% | 84.4K | 487.57 | +1.1% |
| ORLY O REILLY AUTOMOTIVE INC | 41.5M | 0.6% | 449.4K | 89.11 | -14.3% |
| PG PROCTER & GAMBLE Co | 41.1M | 0.6% | 284.8K | 144.68 | -9.3% |
| MCD MCDONALDS CORP | 40.9M | 0.6% | 131.5K | 270.95 | -13.5% |
| APH AMPHENOL CORP /DE/ | 40.4M | 0.6% | 319.5K | 157.01 | +44.5% |
| ETN Eaton Corp plc | 40.1M | 0.6% | 112.2K | 419.20 | +21.1% |
| PH Parker-Hannifin Corp | 39.6M | 0.6% | 44.2K | 1,001.74 | +34.8% |
| GOOG Alphabet Inc. | 38.0M | 0.5% | 132.4K | 341.75 | +70.7% |
| EFV iShares MSCI EAFE Value ETF | 37.5M | 0.5% | 504.9K | 82.23 | +21.4% |
| BLK BlackRock, Inc. | 37.4M | 0.5% | 38.9K | 1,156.55 | +2.5% |
| GEV GE Vernova Inc. | 36.8M | 0.5% | 42.1K | 956.85 | +58.3% |
| IEMG iShares Core MSCI Emerging Markets ETF | 36.8M | 0.5% | 527.1K | 81.57 | +31.9% |
| BAC BANK OF AMERICA CORP /DE/ | 35.3M | 0.5% | 723.8K | 61.69 | +27.6% |
| WELL WELLTOWER INC. | 34.0M | 0.5% | 172.1K | 239.22 | +44.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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