Filed: 5/11/2026ACC: 0000933429-26-000030
📋 What this filing means
UMB BANK, N.A. filed this quarterly 13F‑HR report disclosing 2284 equity positions with a total reported market value of $7.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2284
Positions
$7.16B
Total AUM (reported)
55.86M
Total Shares
Allocation by class
COM$4.07B56.8%
CORE S&P500 ETF$470.81M6.6%
CL A$315.00M4.4%
CAP STK CL A$206.90M2.9%
COM NEW$133.95M1.9%
CORE MSCI EAFE$123.11M1.7%
CORE S&P MCP ETF$119.25M1.7%
Portfolio Concentration
Top 3$1.31B18.3%
4–10$1.18B16.5%
11–25$1.25B17.5%
Rest$3.42B47.8%
Top 3 weight
18.3%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 55.86M
Sole
Full voting authority
39.45M
shares
% of voting shares70.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.41M
shares
% of voting shares29.4%
Investment Discretion (by position count)
Sole1215
Shared0
Other1069
Dominant voting typeSole · 70.6% of voting shares
Institutional Holdings2284
Rows:
UMB FINL CORP
DFNDShares4.72M
TypeSH
Market value$532.77M
7.44%
Sole
1.80K
Shared
0.00
None
4.72M
ISHARES TR
DFNDShares720.76K
TypeSH
Market value$470.81M
6.57%
Sole
664.92K
Shared
0.00
None
55.84K
APPLE INC
DFNDShares1.21M
TypeSH
Market value$307.27M
4.29%
Sole
1.02M
Shared
0.00
None
186.86K
NVIDIA CORPORATION
DFNDShares1.33M
TypeSH
Market value$232.03M
3.24%
Sole
1.20M
Shared
0.00
None
129.35K
ALPHABET INC
DFNDShares719.50K
TypeSH
Market value$206.90M
2.89%
Sole
635.34K
Shared
0.00
None
84.16K
MICROSOFT CORP
DFNDShares516.62K
TypeSH
Market value$191.24M
2.67%
Sole
443.98K
Shared
0.00
None
72.64K
AMAZON COM INC
DFNDShares729.70K
TypeSH
Market value$151.97M
2.12%
Sole
635.10K
Shared
0.00
None
94.60K
BROADCOM INC
DFNDShares473.59K
TypeSH
Market value$146.58M
2.05%
Sole
385.19K
Shared
0.00
None
88.40K
JPMORGAN CHASE & CO
DFNDShares437.64K
TypeSH
Market value$128.74M
1.80%
Sole
386.40K
Shared
0.00
None
51.24K
ISHARES TR
DFNDShares1.36M
TypeSH
Market value$123.11M
1.72%
Sole
1.32M
Shared
0.00
None
42.89K
ISHARES TR
DFNDShares1.77M
TypeSH
Market value$119.25M
1.66%
Sole
1.71M
Shared
0.00
None
55.38K
BERKSHIRE HATHAWAY INC DEL
DFNDShares145.00
TypeSH
Market value$104.13M
1.45%
Sole
5.00
Shared
0.00
None
140.00
ISHARES TR
DFNDShares964.88K
TypeSH
Market value$93.82M
1.31%
Sole
887.61K
Shared
0.00
None
77.27K
JOHNSON & JOHNSON
DFNDShares367.70K
TypeSH
Market value$89.88M
1.25%
Sole
310.74K
Shared
0.00
None
56.96K
COSTCO WHOLESALE CORPORATION
DFNDShares88.44K
TypeSH
Market value$88.12M
1.23%
Sole
76.22K
Shared
0.00
None
12.21K
PROGRESSIVE CORP
DFNDShares431.45K
TypeSH
Market value$85.53M
1.19%
Sole
4.01K
Shared
0.00
None
427.44K
BERKSHIRE HATHAWAY INC DEL
DFNDShares164.47K
TypeSH
Market value$78.81M
1.10%
Sole
102.05K
Shared
0.00
None
62.41K
CHEVRON CORPORATION
DFNDShares379.26K
TypeSH
Market value$78.47M
1.10%
Sole
343.17K
Shared
0.00
None
36.09K
WALMART INC
DFNDShares626.29K
TypeSH
Market value$77.84M
1.09%
Sole
578.83K
Shared
0.00
None
47.47K
TJX COS INC NEW
DFNDShares478.86K
TypeSH
Market value$76.47M
1.07%
Sole
176.71K
Shared
0.00
None
302.15K
VANGUARD INDEX FDS
DFNDShares172.21K
TypeSH
Market value$75.22M
1.05%
Sole
151.03K
Shared
0.00
None
21.17K
VANGUARD INDEX FDS
DFNDShares380.50K
TypeSH
Market value$74.65M
1.04%
Sole
357.52K
Shared
0.00
None
22.98K
ELI LILLY & CO
DFNDShares77.98K
TypeSH
Market value$71.72M
1.00%
Sole
66.42K
Shared
0.00
None
11.55K
META PLATFORMS INC
DFNDShares120.48K
TypeSH
Market value$68.93M
0.96%
Sole
107.81K
Shared
0.00
None
12.67K
ISHARES TR
DFNDShares548.31K
TypeSH
Market value$68.16M
0.95%
Sole
530.60K
Shared
0.00
None
17.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UMB FINL CORPDFND | COM | 4.72M | SH | $532.77M 7.44% | 1.80K | 0.00 | 4.72M |
ISHARES TRDFND | CORE S&P500 ETF | 720.76K | SH | $470.81M 6.57% | 664.92K | 0.00 | 55.84K |
APPLE INCDFND | COM | 1.21M | SH | $307.27M 4.29% | 1.02M | 0.00 | 186.86K |
NVIDIA CORPORATIONDFND | COM | 1.33M | SH | $232.03M 3.24% | 1.20M | 0.00 | 129.35K |
ALPHABET INCDFND | CAP STK CL A | 719.50K | SH | $206.90M 2.89% | 635.34K | 0.00 | 84.16K |
MICROSOFT CORPDFND | COM | 516.62K | SH | $191.24M 2.67% | 443.98K | 0.00 | 72.64K |
AMAZON COM INCDFND | COM | 729.70K | SH | $151.97M 2.12% | 635.10K | 0.00 | 94.60K |
BROADCOM INCDFND | COM | 473.59K | SH | $146.58M 2.05% | 385.19K | 0.00 | 88.40K |
JPMORGAN CHASE & CODFND | COM | 437.64K | SH | $128.74M 1.80% | 386.40K | 0.00 | 51.24K |
ISHARES TRDFND | CORE MSCI EAFE | 1.36M | SH | $123.11M 1.72% | 1.32M | 0.00 | 42.89K |
ISHARES TRDFND | CORE S&P MCP ETF | 1.77M | SH | $119.25M 1.66% | 1.71M | 0.00 | 55.38K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 145.00 | SH | $104.13M 1.45% | 5.00 | 0.00 | 140.00 |
ISHARES TRDFND | RUS MID CAP ETF | 964.88K | SH | $93.82M 1.31% | 887.61K | 0.00 | 77.27K |
JOHNSON & JOHNSONDFND | COM | 367.70K | SH | $89.88M 1.25% | 310.74K | 0.00 | 56.96K |
COSTCO WHOLESALE CORPORATIONDFND | COM | 88.44K | SH | $88.12M 1.23% | 76.22K | 0.00 | 12.21K |
PROGRESSIVE CORPDFND | COM | 431.45K | SH | $85.53M 1.19% | 4.01K | 0.00 | 427.44K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 164.47K | SH | $78.81M 1.10% | 102.05K | 0.00 | 62.41K |
CHEVRON CORPORATIONDFND | COM | 379.26K | SH | $78.47M 1.10% | 343.17K | 0.00 | 36.09K |
WALMART INCDFND | COM | 626.29K | SH | $77.84M 1.09% | 578.83K | 0.00 | 47.47K |
TJX COS INC NEWDFND | COM | 478.86K | SH | $76.47M 1.07% | 176.71K | 0.00 | 302.15K |
VANGUARD INDEX FDSDFND | GROWTH ETF | 172.21K | SH | $75.22M 1.05% | 151.03K | 0.00 | 21.17K |
VANGUARD INDEX FDSDFND | VALUE ETF | 380.50K | SH | $74.65M 1.04% | 357.52K | 0.00 | 22.98K |
ELI LILLY & CODFND | COM | 77.98K | SH | $71.72M 1.00% | 66.42K | 0.00 | 11.55K |
META PLATFORMS INCDFND | CL A | 120.48K | SH | $68.93M 0.96% | 107.81K | 0.00 | 12.67K |
ISHARES TRDFND | CORE S&P SCP ETF | 548.31K | SH | $68.16M 0.95% | 530.60K | 0.00 | 17.71K |
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