Filed: 11/4/2025ACC: 0000933429-25-000028
📋 What this filing means
UMB BANK, N.A. filed this quarterly 13F‑HR report disclosing 2152 equity positions with a total reported market value of $6.80B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2152
Positions
$6.80B
Total AUM (reported)
50.40M
Total Shares
Allocation by class
COM$4.08B60.0%
CORE S&P500 ETF$438.65M6.5%
CL A$407.10M6.0%
CAP STK CL A$170.85M2.5%
CORE S&P MCP ETF$124.81M1.8%
CORE MSCI EAFE$114.62M1.7%
COM NEW$114.38M1.7%
Portfolio Concentration
Top 3$1.25B18.4%
4–10$1.26B18.5%
11–25$1.26B18.5%
Rest$3.03B44.6%
Top 3 weight
18.4%
Top 10 weight
36.9%
Voting Authority Distribution
Total shares with voting rights: 50.40M
Sole
Full voting authority
31.34M
shares
% of voting shares62.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
19.07M
shares
% of voting shares37.8%
Investment Discretion (by position count)
Sole1106
Shared0
Other1046
Dominant voting typeSole · 62.2% of voting shares
Institutional Holdings2152
Rows:
UMB FINL CORP
DFNDShares4.32M
TypeSH
Market value$510.79M
7.52%
Sole
39.00
Shared
0.00
None
4.32M
ISHARES TR
DFNDShares655.39K
TypeSH
Market value$438.65M
6.45%
Sole
602.65K
Shared
0.00
None
52.74K
APPLE INC
DFNDShares1.19M
TypeSH
Market value$302.59M
4.45%
Sole
998.67K
Shared
0.00
None
189.70K
MICROSOFT CORP
DFNDShares496.83K
TypeSH
Market value$257.33M
3.79%
Sole
424.46K
Shared
0.00
None
72.37K
NVIDIA CORPORATION
DFNDShares1.37M
TypeSH
Market value$254.88M
3.75%
Sole
1.24M
Shared
0.00
None
128.31K
ALPHABET INC
DFNDShares702.78K
TypeSH
Market value$170.85M
2.51%
Sole
614.68K
Shared
0.00
None
88.10K
BROADCOM INC
DFNDShares479.86K
TypeSH
Market value$158.31M
2.33%
Sole
385.60K
Shared
0.00
None
94.27K
AMAZON COM INC
DFNDShares661.10K
TypeSH
Market value$145.16M
2.14%
Sole
566.64K
Shared
0.00
None
94.46K
BERKSHIRE HATHAWAY INC DEL
DFNDShares183.00
TypeSH
Market value$138.02M
2.03%
Sole
6.00
Shared
0.00
None
177.00
JPMORGAN CHASE & CO.
DFNDShares418.80K
TypeSH
Market value$132.10M
1.94%
Sole
365.51K
Shared
0.00
None
53.29K
ISHARES TR
DFNDShares1.91M
TypeSH
Market value$124.81M
1.84%
Sole
1.82M
Shared
0.00
None
88.84K
ISHARES TR
DFNDShares1.31M
TypeSH
Market value$114.62M
1.69%
Sole
1.26M
Shared
0.00
None
48.97K
PROGRESSIVE CORP
DFNDShares431.73K
TypeSH
Market value$106.62M
1.57%
Sole
3.76K
Shared
0.00
None
427.98K
ISHARES TR
DFNDShares474.09K
TypeSH
Market value$92.21M
1.36%
Sole
459.21K
Shared
0.00
None
14.88K
META PLATFORMS INC
DFNDShares124.19K
TypeSH
Market value$91.21M
1.34%
Sole
110.87K
Shared
0.00
None
13.32K
ISHARES TR
SOLEShares906.76K
TypeSH
Market value$87.55M
1.29%
Sole
833.53K
Shared
0.00
None
73.23K
ISHARES TR
DFNDShares780.25K
TypeSH
Market value$83.83M
1.23%
Sole
733.41K
Shared
0.00
None
46.84K
COSTCO WHSL CORP NEW
DFNDShares87.86K
TypeSH
Market value$81.32M
1.20%
Sole
75.11K
Shared
0.00
None
12.75K
ISHARES TR
DFNDShares604.59K
TypeSH
Market value$71.84M
1.06%
Sole
577.19K
Shared
0.00
None
27.40K
BERKSHIRE HATHAWAY INC DEL
DFNDShares138.97K
TypeSH
Market value$69.87M
1.03%
Sole
92.93K
Shared
0.00
None
46.04K
TJX COS INC NEW
DFNDShares483.24K
TypeSH
Market value$69.85M
1.03%
Sole
179.20K
Shared
0.00
None
304.04K
MASTERCARD INCORPORATED
DFNDShares118.25K
TypeSH
Market value$67.26M
0.99%
Sole
93.72K
Shared
0.00
None
24.54K
TESLA INC
DFNDShares148.83K
TypeSH
Market value$66.19M
0.97%
Sole
135.89K
Shared
0.00
None
12.94K
HOME DEPOT INC
DFNDShares160.39K
TypeSH
Market value$64.99M
0.96%
Sole
147.33K
Shared
0.00
None
13.06K
JOHNSON & JOHNSON
DFNDShares340.98K
TypeSH
Market value$63.22M
0.93%
Sole
282.65K
Shared
0.00
None
58.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UMB FINL CORPDFND | COM | 4.32M | SH | $510.79M 7.52% | 39.00 | 0.00 | 4.32M |
ISHARES TRDFND | CORE S&P500 ETF | 655.39K | SH | $438.65M 6.45% | 602.65K | 0.00 | 52.74K |
APPLE INCDFND | COM | 1.19M | SH | $302.59M 4.45% | 998.67K | 0.00 | 189.70K |
MICROSOFT CORPDFND | COM | 496.83K | SH | $257.33M 3.79% | 424.46K | 0.00 | 72.37K |
NVIDIA CORPORATIONDFND | COM | 1.37M | SH | $254.88M 3.75% | 1.24M | 0.00 | 128.31K |
ALPHABET INCDFND | CAP STK CL A | 702.78K | SH | $170.85M 2.51% | 614.68K | 0.00 | 88.10K |
BROADCOM INCDFND | COM | 479.86K | SH | $158.31M 2.33% | 385.60K | 0.00 | 94.27K |
AMAZON COM INCDFND | COM | 661.10K | SH | $145.16M 2.14% | 566.64K | 0.00 | 94.46K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 183.00 | SH | $138.02M 2.03% | 6.00 | 0.00 | 177.00 |
JPMORGAN CHASE & CO.DFND | COM | 418.80K | SH | $132.10M 1.94% | 365.51K | 0.00 | 53.29K |
ISHARES TRDFND | CORE S&P MCP ETF | 1.91M | SH | $124.81M 1.84% | 1.82M | 0.00 | 88.84K |
ISHARES TRDFND | CORE MSCI EAFE | 1.31M | SH | $114.62M 1.69% | 1.26M | 0.00 | 48.97K |
PROGRESSIVE CORPDFND | COM | 431.73K | SH | $106.62M 1.57% | 3.76K | 0.00 | 427.98K |
ISHARES TRDFND | MSCI USA QLT FCT | 474.09K | SH | $92.21M 1.36% | 459.21K | 0.00 | 14.88K |
META PLATFORMS INCDFND | CL A | 124.19K | SH | $91.21M 1.34% | 110.87K | 0.00 | 13.32K |
ISHARES TRSOLE | RUS MID CAP ETF | 906.76K | SH | $87.55M 1.29% | 833.53K | 0.00 | 73.23K |
ISHARES TRDFND | INTRM GOV CR ETF | 780.25K | SH | $83.83M 1.23% | 733.41K | 0.00 | 46.84K |
COSTCO WHSL CORP NEWDFND | COM | 87.86K | SH | $81.32M 1.20% | 75.11K | 0.00 | 12.75K |
ISHARES TRDFND | CORE S&P SCP ETF | 604.59K | SH | $71.84M 1.06% | 577.19K | 0.00 | 27.40K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 138.97K | SH | $69.87M 1.03% | 92.93K | 0.00 | 46.04K |
TJX COS INC NEWDFND | COM | 483.24K | SH | $69.85M 1.03% | 179.20K | 0.00 | 304.04K |
MASTERCARD INCORPORATEDDFND | CL A | 118.25K | SH | $67.26M 0.99% | 93.72K | 0.00 | 24.54K |
TESLA INCDFND | COM | 148.83K | SH | $66.19M 0.97% | 135.89K | 0.00 | 12.94K |
HOME DEPOT INCDFND | COM | 160.39K | SH | $64.99M 0.96% | 147.33K | 0.00 | 13.06K |
JOHNSON & JOHNSONDFND | COM | 340.98K | SH | $63.22M 0.93% | 282.65K | 0.00 | 58.32K |
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