UMB BANK N A/MO
Institutional InvestorSimilar funds →SEC EDGAR: CIK 933429
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13F Reported Value
ⓘ$7.9B
Holdings
2,303
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
UMB BANK N A/MO disclosed 2,303 positions worth $7.9B in its Form 13F-HR for Q2 2026, led by $UMBF (UMB FINANCIAL CORP) at 8.4% of the equity portfolio. During the quarter the fund opened 91 new positions and exited 69 — including a new stake in $AZN and a full exit from $ECVT. The portfolio is most concentrated in Other (27.9% of disclosed assets). All figures are sourced directly from UMB BANK N A/MO’s Form 13F-HR filing with the SEC under CIK 933429.
AI Fund Analysis
Concentrating
$UMBF8.4% weight
Held 7 quarters
ISHARES TR - CORE S&P500 E
6.9% weight
Held 7 quarters
$AAPL4.3% weight
Held 7 quarters
$NVDA3.3% weight
Held 7 quarters
$GOOG3.2% weight
Held 7 quarters
$CWEN7 quarters accumulating
$GEV6 quarters accumulating
$ELAN6 quarters accumulating
$KMX6 quarters accumulating
$CON6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 77.3#70
Quality
$667.4M4,674,963 sh ISHARES TR - CORE S&P500 ETF
—Quality
$541.6M723,246 sh- 76.4#84
Quality
$335.9M1,160,739 sh - 85.9
Quality
$263.3M1,316,091 sh - 78.2
Quality
$252.1M705,353 sh - 79.8
Quality
$191.1M512,172 sh - 84.5
Quality
$176.5M467,314 sh - 68.7
Quality
$172.0M721,467 sh ISHARES TR - CORE MSCI EAFE
—Quality
$133.7M1,383,831 shISHARES TR - CORE S&P MCP ETF
—Quality
$131.9M1,710,991 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| UMB FINANCIAL CORP$UMBF | 77.3#70 | $667.4M | 4,674,963 |
| ISHARES TR - CORE S&P500 ETF | — | $541.6M | 723,246 |
| Apple Inc.$AAPL | 76.4#84 | $335.9M | 1,160,739 |
| NVIDIA CORP$NVDA | 85.9 | $263.3M | 1,316,091 |
| Alphabet Inc.$GOOG | 78.2 | $252.1M | 705,353 |
 MICROSOFT CORP$MSFT | 79.8 | $191.1M | 512,172 |
 Broadcom Inc.$AVGO | 84.5 | $176.5M | 467,314 |
 AMAZON COM INC$AMZN | 68.7 | $172.0M | 721,467 |
| ISHARES TR - CORE MSCI EAFE | — | $133.7M | 1,383,831 |
| ISHARES TR - CORE S&P MCP ETF | — | $131.9M | 1,710,991 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of UMB BANK N A/MO's 2,303 positions.
Showing top 10 of 2,303 holdings.
Sector Allocation
Other
$2.2B
Technology
$2.0B
Financials
$1.6B
Consumer Discretionary
$627.0M
Industrials
$436.9M
Healthcare
$414.1M
Energy
$171.2M
Consumer Staples
$143.0M
Top Holdings — UMB BANK N A/MO (Q2 2026)
Top 150 of 2,303 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $UMBF | UMB FINANCIAL CORP | $667.4M | 8.4% | -1% | 77.3 |
| 2 | — | ISHARES TR - CORE S&P500 ETF | $541.6M | 6.9% | +0% | — |
| 3 | $AAPL | Apple Inc. | $335.9M | 4.3% | -4% | 76.4 |
| 4 | $NVDA | NVIDIA CORP | $263.3M | 3.3% | -1% | 85.9 |
| 5 | $GOOG | Alphabet Inc. | $252.1M | 3.2% | -2% | 78.2 |
| 6 | $MSFT | MICROSOFT CORP | $191.1M | 2.4% | -1% | 79.8 |
| 7 | $AVGO | Broadcom Inc. | $176.5M | 2.2% | -1% | 84.5 |
| 8 | $AMZN | AMAZON COM INC | $172.0M | 2.2% | -1% | 68.7 |
| 9 | — | ISHARES TR - CORE MSCI EAFE | $133.7M | 1.7% | +2% | — |
| 10 | — | ISHARES TR - CORE S&P MCP ETF | $131.9M | 1.7% | -3% | — |
| 11 |  $JPM | JPMORGAN CHASE & CO | $127.4M | 1.6% | -11% | 70.7 |
| 12 | — | ISHARES TR - RUS MID CAP ETF | $111.7M | 1.4% | +5% | — |
| 13 |  $BRK.A | BERKSHIRE HATHAWAY INC | $108.6M | 1.4% | +0% | 73.8 |
| 14 |  $PGR | PROGRESSIVE CORP/OH/ | $94.3M | 1.2% | +0% | 80.1 |
| 15 |  $JNJ | JOHNSON & JOHNSON | $92.8M | 1.2% | -1% | 69 |
| 16 |  $LLY | ELI LILLY & Co | $91.8M | 1.2% | -2% | 87.5 |
| 17 | — | VANGUARD INDEX FDS - GROWTH ETF | $85.8M | 1.1% | +478% | — |
| 18 |  $COST | COSTCO WHOLESALE CORP /NEW | $81.6M | 1.0% | -1% | 66.1 |
| 19 |  $BRK.B | BERKSHIRE HATHAWAY INC | $80.7M | 1.0% | -2% | 73.8 |
| 20 | — | VANGUARD INDEX FDS - VALUE ETF | $80.5M | 1.0% | -3% | — |
| 21 | — | ISHARES TR - CORE S&P SCP ETF | $77.5M | 1.0% | -5% | — |
| 22 |  $TJX | TJX COMPANIES INC /DE/ | $74.8M | 0.9% | +3% | 68.7 |
| 23 |  $CAT | CATERPILLAR INC | $72.5M | 0.9% | -1% | 66.5 |
| 24 |  $WMT | Walmart Inc. | $69.7M | 0.9% | -2% | 60.2 |
| 25 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $68.6M | 0.9% | -1% | — |
| 26 |  $META | Meta Platforms, Inc. | $67.4M | 0.8% | -1% | 79.6 |
| 27 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $65.2M | 0.8% | +4% | — |
| 28 | — | ISHARES TR - INTRM GOV CR ETF | $61.8M | 0.8% | -5% | — |
| 29 |  $TSLA | Tesla, Inc. | $60.4M | 0.8% | -1% | 53.9 |
| 30 | — | ISHARES TR - RUSSELL 2000 ETF | $59.3M | 0.8% | +3% | — |
| 31 |  $APH | AMPHENOL CORP /DE/ | $55.7M | 0.7% | -1% | 79.3 |
| 32 |  $CVX | CHEVRON CORP | $54.5M | 0.7% | -13% | 62.8 |
| 33 |  $XOM.R34088 | EXXON MOBIL CORP | $53.9M | 0.7% | -1% | 57.9 |
| 34 | $GEV | GE Vernova Inc. | $53.9M | 0.7% | +9% | 81.1 |
| 35 |  $MA | Mastercard Inc | $52.4M | 0.7% | -6% | 85.1 |
| 36 |  $HD | HOME DEPOT, INC. | $51.1M | 0.7% | -10% | 60.3 |
| 37 |  $ETN | Eaton Corp plc | $50.2M | 0.6% | +5% | — |
| 38 |  $AMD | ADVANCED MICRO DEVICES INC | $49.5M | 0.6% | -0% | 79.8 |
| 39 |  $V | VISA INC. | $48.1M | 0.6% | -7% | 82.9 |
| 40 | — | ISHARES INC - CORE MSCI EMKT | $47.5M | 0.6% | +9% | — |
| 41 |  $GOOGL | Alphabet Inc. | $46.3M | 0.6% | -1% | 78.2 |
| 42 |  $TXN | TEXAS INSTRUMENTS INC | $44.0M | 0.6% | -2% | 73.4 |
| 43 |  $LIN | LINDE PLC | $43.2M | 0.6% | -1% | — |
| 44 |  $PANW | Palo Alto Networks Inc | $42.9M | 0.5% | -1% | 65.5 |
| 45 |  $PG | PROCTER & GAMBLE Co | $41.5M | 0.5% | -1% | 64.6 |
| 46 |  $NEE | NEXTERA ENERGY INC | $41.4M | 0.5% | +0% | 64.6 |
| 47 |  $BAC | BANK OF AMERICA CORP /DE/ | $40.7M | 0.5% | -1% | 67.6 |
| 48 |  $ORLY | O REILLY AUTOMOTIVE INC | $39.9M | 0.5% | -4% | 67.4 |
| 49 |  $WELL | WELLTOWER INC. | $38.2M | 0.5% | -2% | 59.8 |
| 50 |  $MU | MICRON TECHNOLOGY INC | $38.1M | 0.5% | +0% | 86.2 |
| 51 | — | ISHARES TR - EAFE VALUE ETF | $36.8M | 0.5% | -5% | — |
| 52 |  $BLK | BlackRock, Inc. | $36.7M | 0.5% | -2% | 70 |
| 53 |  $IVZ | Invesco Ltd. | $36.3M | 0.5% | +2% | — |
| 54 | — | DIMENSIONAL ETF TRUST - US CORE EQUITY 2 | $35.7M | 0.5% | -0% | — |
| 55 |  $MCD | MCDONALDS CORP | $34.6M | 0.4% | -3% | 69 |
| 56 | — | ISHARES TR - EAFE GRWTH ETF | $33.8M | 0.4% | -4% | — |
| 57 |  $MS | MORGAN STANLEY | $33.4M | 0.4% | -4% | 75.8 |
| 58 |  $PH | Parker-Hannifin Corp | $32.8M | 0.4% | -24% | 65.8 |
| 59 |  $UNP | UNION PACIFIC CORP | $31.8M | 0.4% | -0% | 69.6 |
| 60 |  $ABBV | AbbVie Inc. | $30.3M | 0.4% | -1% | 72.7 |
| 61 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $30.3M | 0.4% | -3% | — |
| 62 |  $KLAC | KLA CORP | $29.2M | 0.4% | +880% | 78.6 |
| 63 |  $ISRG | INTUITIVE SURGICAL INC | $27.0M | 0.3% | +99% | 79.9 |
| 64 |  $RTX | RTX Corp | $26.4M | 0.3% | -16% | 73.2 |
| 65 |  $ABT | ABBOTT LABORATORIES | $26.3M | 0.3% | -3% | 65.5 |
| 66 |  $GE | GENERAL ELECTRIC CO | $26.2M | 0.3% | -0% | 73.8 |
| 67 | — | ISHARES TR - RUS 1000 ETF | $25.7M | 0.3% | +6% | — |
| 68 |  $LRCX | LAM RESEARCH CORP | $25.4M | 0.3% | -1% | 79.4 |
| 69 |  $INTC | INTEL CORP | $24.8M | 0.3% | +247% | 45.6 |
| 70 |  $MDT | Medtronic plc | $22.8M | 0.3% | -1% | 68.7 |
| 71 |  $SPY | SPDR S&P 500 ETF TRUST | $22.7M | 0.3% | -0% | — |
| 72 |  $KO | COCA COLA CO | $22.3M | 0.3% | -2% | 69.5 |
| 73 |  $DUK | Duke Energy CORP | $22.3M | 0.3% | -1% | 56.4 |
| 74 |  $CSCO | CISCO SYSTEMS, INC. | $21.4M | 0.3% | -1% | 70.3 |
| 75 | — | ISHARES TR - S&P 500 GRWT ETF | $21.2M | 0.3% | -7% | — |
| 76 | — | VANECK ETF TRUST - INTRMDT MUNI ETF | $20.8M | 0.3% | -26% | — |
| 77 |  $NFLX | NETFLIX INC | $20.5M | 0.3% | -3% | 78.8 |
| 78 | — | ISHARES TR - MSCI USA QLT FCT | $20.4M | 0.3% | -25% | — |
| 79 |  $MRVL | Marvell Technology, Inc. | $20.2M | 0.3% | +38% | 76.5 |
| 80 |  $NOW | ServiceNow, Inc. | $20.1M | 0.3% | +21% | 72.9 |
| 81 |  $RF | REGIONS FINANCIAL CORP | $19.8M | 0.3% | -1% | 61.5 |
| 82 |  $PLTR | Palantir Technologies Inc. | $18.8M | 0.2% | +51% | 84.6 |
| 83 |  $ECL | ECOLAB INC. | $17.9M | 0.2% | -2% | 63.4 |
| 84 |  $BNY | Bank of New York Mellon Corp | $17.5M | 0.2% | -1% | 74.1 |
| 85 |  $IAU | ISHARES GOLD TRUST | $17.1M | 0.2% | -8% | — |
| 86 |  $ROL | ROLLINS INC | $17.1M | 0.2% | -2% | 65.1 |
| 87 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $17.0M | 0.2% | -3% | 65.2 |
| 88 | — | SPDR SERIES TRUST - STATE STREET SPD | $16.7M | 0.2% | +1% | — |
| 89 |  $CME | CME GROUP INC. | $16.1M | 0.2% | -1% | 69.5 |
| 90 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $16.0M | 0.2% | -11% | — |
| 91 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $15.9M | 0.2% | -1% | 61.7 |
| 92 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $15.8M | 0.2% | -5% | — |
| 93 | — | ISHARES TR - MSCI EAFE ETF | $15.7M | 0.2% | -5% | — |
| 94 |  $AMGN | AMGEN INC | $15.2M | 0.2% | -1% | 79.2 |
| 95 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $14.4M | 0.2% | +3% | 65.1 |
| 96 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $14.2M | 0.2% | -5% | — |
| 97 |  $ORCL | ORACLE CORP | $14.0M | 0.2% | -31% | 68.2 |
| 98 |  $PSA | Public Storage | $13.8M | 0.2% | -0% | 69.1 |
| 99 |  $GILD | GILEAD SCIENCES, INC. | $13.5M | 0.2% | -1% | 57.4 |
| 100 |  $APO | Apollo Global Management, Inc. | $13.4M | 0.2% | -1% | 52.1 |
| 101 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $13.4M | 0.2% | -2% | 59.1 |
| 102 |  $MRK | Merck & Co., Inc. | $13.3M | 0.2% | -1% | 59.9 |
| 103 |  $IDXX | IDEXX LABORATORIES INC /DE | $13.0M | 0.2% | +1% | 73.8 |
| 104 |  $LW | Lamb Weston Holdings, Inc. | $12.7M | 0.2% | -1% | 51.8 |
| 105 |  $WM | WASTE MANAGEMENT INC | $12.3M | 0.2% | -0% | 67.6 |
| 106 |  $EQT | EQT Corp | $12.2M | 0.1% | -3% | 83.7 |
| 107 |  $WFC | WELLS FARGO & COMPANY/MN | $12.2M | 0.1% | -2% | 61.8 |
| 108 |  $DELL | Dell Technologies Inc. | $12.1M | 0.1% | +0% | 71.2 |
| 109 | — | ISHARES TR - RUSSELL 3000 ETF | $12.1M | 0.1% | -5% | — |
| 110 |  $USB | US BANCORP DE | $12.0M | 0.1% | -3% | 65.3 |
| 111 |  $DE | DEERE & CO | $12.0M | 0.1% | -1% | 55.4 |
| 112 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $12.0M | 0.1% | -2% | 70 |
| 113 |  $CAG | CONAGRA BRANDS INC. | $11.9M | 0.1% | -0% | 38.9 |
| 114 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $11.8M | 0.1% | -1% | — |
| 115 | — | 2023 ETF SERIES TRUST - EAGLE CAPITAL SE | $11.8M | 0.1% | +0% | — |
| 116 | — | VANGUARD WELLINGTON FD - US MULTIFACTOR | $11.7M | 0.1% | -1% | — |
| 117 |  $FTNT | Fortinet, Inc. | $10.5M | 0.1% | -1% | 80.1 |
| 118 |  $FAST | FASTENAL CO | $10.5M | 0.1% | -2% | 66.9 |
| 119 |  $ILPT | Industrial Logistics Properties Trust | $10.2M | 0.1% | -10% | 38.1 |
| 120 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.1M | 0.1% | -1% | — |
| 121 |  $PEP | PEPSICO INC | $9.9M | 0.1% | -2% | 63.5 |
| 122 |  $BMY | BRISTOL MYERS SQUIBB CO | $9.9M | 0.1% | -2% | 70.4 |
| 123 |  $CRWD | CrowdStrike Holdings, Inc. | $9.7M | 0.1% | +696% | 67.7 |
| 124 |  $ING | ING GROEP NV | $9.7M | 0.1% | +0% | — |
| 125 |  $CTAS | CINTAS CORP | $9.7M | 0.1% | -1% | 68.7 |
| 126 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $9.6M | 0.1% | -0% | 69.7 |
| 127 |  $HSY | HERSHEY CO | $9.3M | 0.1% | -1% | 65.8 |
| 128 |  $MNST | Monster Beverage Corp | $9.2M | 0.1% | -1% | 71.3 |
| 129 | — | ISHARES TR - RUS MDCP VAL ETF | $9.0M | 0.1% | -5% | — |
| 130 | — | ISHARES TR - ESG AWR MSCI USA | $8.9M | 0.1% | -1% | — |
| 131 | — | SPDR SERIES TRUST - STATE STREET SPD | $8.9M | 0.1% | -23% | — |
| 132 | — | ISHARES TR - S&P 500 VAL ETF | $8.9M | 0.1% | -7% | — |
| 133 |  $AXP | AMERICAN EXPRESS CO | $8.8M | 0.1% | -1% | 69.4 |
| 134 |  $INTU | INTUIT INC. | $8.8M | 0.1% | -0% | 79.3 |
| 135 | — | FIRST TR EXCHANGE-TRADED FD - NO AMER ENERGY | $8.5M | 0.1% | -4% | — |
| 136 |  $DHR | DANAHER CORP /DE/ | $8.4M | 0.1% | -7% | 64.8 |
| 137 |  $IBKR | Interactive Brokers Group, Inc. | $8.3M | 0.1% | +99% | 77 |
| 138 | — | ISHARES TR - RUS 1000 GRW ETF | $8.3M | 0.1% | +224% | — |
| 139 | — | ISHARES TR - BROAD USD HIGH | $8.1M | 0.1% | -1% | — |
| 140 |  $SYK | STRYKER CORP | $8.1M | 0.1% | +58% | 72.1 |
| 141 | — | ISHARES TR - RUS MD CP GR ETF | $8.0M | 0.1% | -5% | — |
| 142 | — | ISHARES TR - S&P SML 600 GWT | $7.8M | 0.1% | -5% | — |
| 143 |  $CEG | Constellation Energy Corp | $7.8M | 0.1% | -3% | 59.4 |
| 144 |  $BRO | BROWN & BROWN, INC. | $7.6M | 0.1% | -0% | 73.8 |
| 145 |  $GS | GOLDMAN SACHS GROUP INC | $7.5M | 0.1% | +2% | 73.5 |
| 146 |  $TRV | TRAVELERS COMPANIES, INC. | $7.4M | 0.1% | +5% | 75.9 |
| 147 |  $CB | Chubb Ltd | $7.4M | 0.1% | -2% | — |
| 148 |  $PWR | QUANTA SERVICES, INC. | $7.3M | 0.1% | -1% | 72.1 |
| 149 | — | VANGUARD WELLINGTON FD - US VALUE FACTR | $7.3M | 0.1% | -3% | — |
| 150 |  $UNH | UNITEDHEALTH GROUP INC | $7.3M | 0.1% | -1% | 62.7 |
New Positions (91)
$AZN ASTRAZENECA PLC$1.4M VANECK ETF TRUST - MORTGAGE REIT$1.1M
DOUBLELINE ETF TRUST - SECURITIZED CRED$698,040
GLOBAL X FDS - GLOBAL X COPPER$538,790
$HRZN Horizon Technology Finance Corp$508,333
$KBDC Kayne Anderson BDC, Inc.$502,842
$FDUS FIDUS INVESTMENT Corp$477,704 VANGUARD INSTL INDEX FD - 0-3 MO TREAS BIL$463,313
$CCAP Crescent Capital BDC, Inc.$393,666 VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF$371,156
$SUNB Sunbelt Rentals Holdings, Inc.$352,729
$MYGN MYRIAD GENETICS INC$325,470
$FPI Farmland Partners Inc.$305,888 CARILLON SER TR - RJ EAGLE GCM DIV$295,252
$LAND GLADSTONE LAND Corp$281,490Exited Positions (69)
$ECVT Ecovyst Inc.
$ESPR Esperion Therapeutics, Inc.
$DD DuPont de Nemours, Inc.
$CCL Carnival Corp Ltd.
$SDA SunCar Technology Group Inc.
$CTRA Coterra Energy Inc.
$CTLP CANTALOUPE, INC. VANGUARD INSTL INDEX FD
DIMENSIONAL ETF TRUST
$MASI MASIMO CORP
$HOLX HOLOGIC INC
$AL AIR LEASE CORP
$FCNCA FIRST CITIZENS BANCSHARES INC /DE/
$HRI HERC HOLDINGS INC
$TPH Tri Pointe Homes, Inc.Browse Top Institutional Investors
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