Filed: 8/13/2026ACC: 0000933429-26-000033
📋 What this filing means
UMB BANK, N.A. filed this quarterly 13F‑HR report disclosing 2303 equity positions with a total reported market value of $7.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
2303
Positions
$7.90B
Total AUM (reported)
55.65M
Total Shares
Allocation by class
COM$4.45B56.3%
CORE S&P500 ETF$541.63M6.9%
CL A$344.34M4.4%
CAP STK CL A$252.07M3.2%
COM NEW$186.69M2.4%
CORE MSCI EAFE$133.65M1.7%
CORE S&P MCP ETF$131.93M1.7%
Portfolio Concentration
Top 3$1.54B19.6%
4–10$1.32B16.7%
11–25$1.32B16.7%
Rest$3.71B47.0%
Top 3 weight
19.6%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 55.65M
Sole
Full voting authority
38.81M
shares
% of voting shares69.7%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
16.84M
shares
% of voting shares30.3%
Investment Discretion (by position count)
Sole1252
Shared0
Other1051
Dominant voting typeSole · 69.7% of voting shares
Institutional Holdings2303
Rows:
UMB FINL CORP
DFNDShares4.67M
TypeSH
Market value$667.40M
8.45%
Sole
3.46K
Shared
0.00
None
4.67M
ISHARES TR
DFNDShares723.25K
TypeSH
Market value$541.63M
6.86%
Sole
667.79K
Shared
0.00
None
55.46K
APPLE INC
DFNDShares1.16M
TypeSH
Market value$335.87M
4.25%
Sole
980.50K
Shared
0.00
None
180.24K
NVIDIA CORPORATION
DFNDShares1.32M
TypeSH
Market value$263.34M
3.34%
Sole
1.18M
Shared
0.00
None
131.61K
ALPHABET INC
DFNDShares705.35K
TypeSH
Market value$252.07M
3.19%
Sole
621.87K
Shared
0.00
None
83.48K
MICROSOFT CORP
DFNDShares512.17K
TypeSH
Market value$191.05M
2.42%
Sole
438.95K
Shared
0.00
None
73.22K
BROADCOM INC
DFNDShares467.31K
TypeSH
Market value$176.53M
2.24%
Sole
379.84K
Shared
0.00
None
87.47K
AMAZON COM INC
DFNDShares721.47K
TypeSH
Market value$171.95M
2.18%
Sole
626.19K
Shared
0.00
None
95.28K
ISHARES TR
DFNDShares1.38M
TypeSH
Market value$133.65M
1.69%
Sole
1.34M
Shared
0.00
None
42.32K
ISHARES TR
DFNDShares1.71M
TypeSH
Market value$131.93M
1.67%
Sole
1.66M
Shared
0.00
None
55.69K
JPMORGAN CHASE & CO
DFNDShares389.20K
TypeSH
Market value$127.40M
1.61%
Sole
338.66K
Shared
0.00
None
50.54K
ISHARES TR
DFNDShares1.01M
TypeSH
Market value$111.66M
1.41%
Sole
938.38K
Shared
0.00
None
73.77K
BERKSHIRE HATHAWAY INC DEL
DFNDShares145.00
TypeSH
Market value$108.58M
1.38%
Sole
5.00
Shared
0.00
None
140.00
PROGRESSIVE CORP
DFNDShares431.80K
TypeSH
Market value$94.33M
1.19%
Sole
4K
Shared
0.00
None
427.80K
JOHNSON & JOHNSON
DFNDShares365.41K
TypeSH
Market value$92.80M
1.18%
Sole
308.24K
Shared
0.00
None
57.17K
ELI LILLY & CO
DFNDShares76.53K
TypeSH
Market value$91.80M
1.16%
Sole
65.24K
Shared
0.00
None
11.29K
VANGUARD INDEX FDS
DFNDShares996.13K
TypeSH
Market value$85.81M
1.09%
Sole
868.70K
Shared
0.00
None
127.43K
COSTCO WHOLESALE CORPORATION
DFNDShares87.21K
TypeSH
Market value$81.58M
1.03%
Sole
74.90K
Shared
0.00
None
12.31K
BERKSHIRE HATHAWAY INC DEL
DFNDShares161.22K
TypeSH
Market value$80.67M
1.02%
Sole
99.54K
Shared
0.00
None
61.68K
VANGUARD INDEX FDS
DFNDShares369.46K
TypeSH
Market value$80.52M
1.02%
Sole
346.47K
Shared
0.00
None
22.98K
ISHARES TR
DFNDShares522.68K
TypeSH
Market value$77.52M
0.98%
Sole
504.77K
Shared
0.00
None
17.91K
TJX COS INC NEW
DFNDShares493.66K
TypeSH
Market value$74.79M
0.95%
Sole
191.50K
Shared
0.00
None
302.17K
CATERPILLAR INC
DFNDShares68.13K
TypeSH
Market value$72.55M
0.92%
Sole
58.94K
Shared
0.00
None
9.19K
WALMART INC
DFNDShares615.80K
TypeSH
Market value$69.75M
0.88%
Sole
565.94K
Shared
0.00
None
49.85K
VANGUARD TAX-MANAGED FDS
DFNDShares963.17K
TypeSH
Market value$68.63M
0.87%
Sole
861.29K
Shared
0.00
None
101.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UMB FINL CORPDFND | COM | 4.67M | SH | $667.40M 8.45% | 3.46K | 0.00 | 4.67M |
ISHARES TRDFND | CORE S&P500 ETF | 723.25K | SH | $541.63M 6.86% | 667.79K | 0.00 | 55.46K |
APPLE INCDFND | COM | 1.16M | SH | $335.87M 4.25% | 980.50K | 0.00 | 180.24K |
NVIDIA CORPORATIONDFND | COM | 1.32M | SH | $263.34M 3.34% | 1.18M | 0.00 | 131.61K |
ALPHABET INCDFND | CAP STK CL A | 705.35K | SH | $252.07M 3.19% | 621.87K | 0.00 | 83.48K |
MICROSOFT CORPDFND | COM | 512.17K | SH | $191.05M 2.42% | 438.95K | 0.00 | 73.22K |
BROADCOM INCDFND | COM | 467.31K | SH | $176.53M 2.24% | 379.84K | 0.00 | 87.47K |
AMAZON COM INCDFND | COM | 721.47K | SH | $171.95M 2.18% | 626.19K | 0.00 | 95.28K |
ISHARES TRDFND | CORE MSCI EAFE | 1.38M | SH | $133.65M 1.69% | 1.34M | 0.00 | 42.32K |
ISHARES TRDFND | CORE S&P MCP ETF | 1.71M | SH | $131.93M 1.67% | 1.66M | 0.00 | 55.69K |
JPMORGAN CHASE & CODFND | COM | 389.20K | SH | $127.40M 1.61% | 338.66K | 0.00 | 50.54K |
ISHARES TRDFND | RUS MID CAP ETF | 1.01M | SH | $111.66M 1.41% | 938.38K | 0.00 | 73.77K |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 145.00 | SH | $108.58M 1.38% | 5.00 | 0.00 | 140.00 |
PROGRESSIVE CORPDFND | COM | 431.80K | SH | $94.33M 1.19% | 4K | 0.00 | 427.80K |
JOHNSON & JOHNSONDFND | COM | 365.41K | SH | $92.80M 1.18% | 308.24K | 0.00 | 57.17K |
ELI LILLY & CODFND | COM | 76.53K | SH | $91.80M 1.16% | 65.24K | 0.00 | 11.29K |
VANGUARD INDEX FDSDFND | GROWTH ETF | 996.13K | SH | $85.81M 1.09% | 868.70K | 0.00 | 127.43K |
COSTCO WHOLESALE CORPORATIONDFND | COM | 87.21K | SH | $81.58M 1.03% | 74.90K | 0.00 | 12.31K |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 161.22K | SH | $80.67M 1.02% | 99.54K | 0.00 | 61.68K |
VANGUARD INDEX FDSDFND | VALUE ETF | 369.46K | SH | $80.52M 1.02% | 346.47K | 0.00 | 22.98K |
ISHARES TRDFND | CORE S&P SCP ETF | 522.68K | SH | $77.52M 0.98% | 504.77K | 0.00 | 17.91K |
TJX COS INC NEWDFND | COM | 493.66K | SH | $74.79M 0.95% | 191.50K | 0.00 | 302.17K |
CATERPILLAR INCDFND | COM | 68.13K | SH | $72.55M 0.92% | 58.94K | 0.00 | 9.19K |
WALMART INCDFND | COM | 615.80K | SH | $69.75M 0.88% | 565.94K | 0.00 | 49.85K |
VANGUARD TAX-MANAGED FDSDFND | VAN FTSE DEV MKT | 963.17K | SH | $68.63M 0.87% | 861.29K | 0.00 | 101.89K |
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