Filed: 2/13/2026ACC: 0000933429-26-000014
📋 What this filing means
UMB BANK, N.A. filed this quarterly 13F‑HR report disclosing 2279 equity positions with a total reported market value of $7.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2279
Positions
$7.52B
Total AUM (reported)
57.48M
Total Shares
Allocation by class
COM$4.22B56.1%
CORE S&P500 ETF$472.46M6.3%
CL A$375.75M5.0%
CAP STK CL A$228.39M3.0%
COM NEW$135.98M1.8%
CORE S&P MCP ETF$120.16M1.6%
CORE MSCI EAFE$115.18M1.5%
Portfolio Concentration
Top 3$1.36B18.1%
4–10$1.32B17.6%
11–25$1.28B17.0%
Rest$3.56B47.3%
Top 3 weight
18.1%
Top 10 weight
35.7%
Voting Authority Distribution
Total shares with voting rights: 57.48M
Sole
Full voting authority
41.76M
shares
% of voting shares72.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
15.72M
shares
% of voting shares27.4%
Investment Discretion (by position count)
Sole1204
Shared0
Other1075
Dominant voting typeSole · 72.6% of voting shares
Institutional Holdings2279
Rows:
UMB FINL CORP
DFNDShares4.81M
TypeSH
Market value$553.32M
7.36%
Sole
565.81K
Shared
0.00
None
4.24M
ISHARES TR
DFNDShares689.79K
TypeSH
Market value$472.46M
6.28%
Sole
634.27K
Shared
0.00
None
55.52K
APPLE INC
DFNDShares1.23M
TypeSH
Market value$333.56M
4.44%
Sole
1.04M
Shared
0.00
None
186.31K
MICROSOFT CORP
DFNDShares521.25K
TypeSH
Market value$252.09M
3.35%
Sole
451.35K
Shared
0.00
None
69.90K
NVIDIA CORPORATION
DFNDShares1.34M
TypeSH
Market value$249.70M
3.32%
Sole
1.21M
Shared
0.00
None
125.10K
ALPHABET INC
DFNDShares729.68K
TypeSH
Market value$228.39M
3.04%
Sole
645.25K
Shared
0.00
None
84.44K
BROADCOM INC
DFNDShares499.93K
TypeSH
Market value$173.03M
2.30%
Sole
411.51K
Shared
0.00
None
88.42K
AMAZON COM INC
DFNDShares679.09K
TypeSH
Market value$156.75M
2.08%
Sole
586.53K
Shared
0.00
None
92.55K
JPMORGAN CHASE & CO.
DFNDShares444.32K
TypeSH
Market value$143.17M
1.90%
Sole
393.71K
Shared
0.00
None
50.61K
ISHARES TR
DFNDShares1.82M
TypeSH
Market value$120.16M
1.60%
Sole
1.76M
Shared
0.00
None
57.58K
ISHARES TR
DFNDShares1.29M
TypeSH
Market value$115.18M
1.53%
Sole
1.25M
Shared
0.00
None
41.21K
BERKSHIRE HATHAWAY INC DEL
DFNDShares145.00
TypeSH
Market value$109.45M
1.46%
Sole
5.00
Shared
0.00
None
140.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares196.02K
TypeSH
Market value$98.53M
1.31%
Sole
100.04K
Shared
0.00
None
95.99K
PROGRESSIVE CORP
DFNDShares432.01K
TypeSH
Market value$98.38M
1.31%
Sole
4.21K
Shared
0.00
None
427.80K
ISHARES TR
DFNDShares965.86K
TypeSH
Market value$92.98M
1.24%
Sole
888.76K
Shared
0.00
None
77.10K
ELI LILLY & CO
DFNDShares78.64K
TypeSH
Market value$84.51M
1.12%
Sole
67.14K
Shared
0.00
None
11.51K
VANGUARD INDEX FDS
DFNDShares169.02K
TypeSH
Market value$82.46M
1.10%
Sole
154.10K
Shared
0.00
None
14.92K
META PLATFORMS INC
DFNDShares121.31K
TypeSH
Market value$80.07M
1.06%
Sole
108.63K
Shared
0.00
None
12.67K
COSTCO WHSL CORP NEW
DFNDShares89.96K
TypeSH
Market value$77.58M
1.03%
Sole
77.65K
Shared
0.00
None
12.31K
JOHNSON & JOHNSON
DFNDShares372.32K
TypeSH
Market value$77.05M
1.02%
Sole
315.92K
Shared
0.00
None
56.41K
WALMART INC
DFNDShares664.81K
TypeSH
Market value$74.07M
0.99%
Sole
618.20K
Shared
0.00
None
46.61K
VANGUARD INDEX FDS
DFNDShares386.08K
TypeSH
Market value$73.74M
0.98%
Sole
363.10K
Shared
0.00
None
22.98K
TJX COS INC NEW
DFNDShares479.10K
TypeSH
Market value$73.59M
0.98%
Sole
177.41K
Shared
0.00
None
301.69K
ISHARES TR
DFNDShares670.95K
TypeSH
Market value$72.03M
0.96%
Sole
631.48K
Shared
0.00
None
39.47K
ISHARES TR
DFNDShares575.31K
TypeSH
Market value$69.14M
0.92%
Sole
557.15K
Shared
0.00
None
18.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UMB FINL CORPDFND | COM | 4.81M | SH | $553.32M 7.36% | 565.81K | 0.00 | 4.24M |
ISHARES TRDFND | CORE S&P500 ETF | 689.79K | SH | $472.46M 6.28% | 634.27K | 0.00 | 55.52K |
APPLE INCDFND | COM | 1.23M | SH | $333.56M 4.44% | 1.04M | 0.00 | 186.31K |
MICROSOFT CORPDFND | COM | 521.25K | SH | $252.09M 3.35% | 451.35K | 0.00 | 69.90K |
NVIDIA CORPORATIONDFND | COM | 1.34M | SH | $249.70M 3.32% | 1.21M | 0.00 | 125.10K |
ALPHABET INCDFND | CAP STK CL A | 729.68K | SH | $228.39M 3.04% | 645.25K | 0.00 | 84.44K |
BROADCOM INCDFND | COM | 499.93K | SH | $173.03M 2.30% | 411.51K | 0.00 | 88.42K |
AMAZON COM INCDFND | COM | 679.09K | SH | $156.75M 2.08% | 586.53K | 0.00 | 92.55K |
JPMORGAN CHASE & CO.DFND | COM | 444.32K | SH | $143.17M 1.90% | 393.71K | 0.00 | 50.61K |
ISHARES TRDFND | CORE S&P MCP ETF | 1.82M | SH | $120.16M 1.60% | 1.76M | 0.00 | 57.58K |
ISHARES TRDFND | CORE MSCI EAFE | 1.29M | SH | $115.18M 1.53% | 1.25M | 0.00 | 41.21K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 145.00 | SH | $109.45M 1.46% | 5.00 | 0.00 | 140.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 196.02K | SH | $98.53M 1.31% | 100.04K | 0.00 | 95.99K |
PROGRESSIVE CORPDFND | COM | 432.01K | SH | $98.38M 1.31% | 4.21K | 0.00 | 427.80K |
ISHARES TRDFND | RUS MID CAP ETF | 965.86K | SH | $92.98M 1.24% | 888.76K | 0.00 | 77.10K |
ELI LILLY & CODFND | COM | 78.64K | SH | $84.51M 1.12% | 67.14K | 0.00 | 11.51K |
VANGUARD INDEX FDSDFND | GROWTH ETF | 169.02K | SH | $82.46M 1.10% | 154.10K | 0.00 | 14.92K |
META PLATFORMS INCDFND | CL A | 121.31K | SH | $80.07M 1.06% | 108.63K | 0.00 | 12.67K |
COSTCO WHSL CORP NEWDFND | COM | 89.96K | SH | $77.58M 1.03% | 77.65K | 0.00 | 12.31K |
JOHNSON & JOHNSONDFND | COM | 372.32K | SH | $77.05M 1.02% | 315.92K | 0.00 | 56.41K |
WALMART INCDFND | COM | 664.81K | SH | $74.07M 0.99% | 618.20K | 0.00 | 46.61K |
VANGUARD INDEX FDSDFND | VALUE ETF | 386.08K | SH | $73.74M 0.98% | 363.10K | 0.00 | 22.98K |
TJX COS INC NEWDFND | COM | 479.10K | SH | $73.59M 0.98% | 177.41K | 0.00 | 301.69K |
ISHARES TRDFND | INTRM GOV CR ETF | 670.95K | SH | $72.03M 0.96% | 631.48K | 0.00 | 39.47K |
ISHARES TRDFND | CORE S&P SCP ETF | 575.31K | SH | $69.14M 0.92% | 557.15K | 0.00 | 18.16K |
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