13F filer

UMB Bank, n.a

As of Jun 30, 2026 Filed Aug 13, 2026 CIK 933429 SEC filings ↗

13F Value

$7.90B

Positions

2,303

Top Position

UMBF8.5%

Top 5

26.1%

Latest filing changes

vs Mar 31, 2026

1 INTC Intel +247.4%+$17.7M

2 ISRG Intuitive Surgical +99.1%+$13.4M

3 PLTR Palantir Technologies +51.2%+$6.4M

4 MRVL Marvell Technology +38.4%+$5.6M

5 GUNR Northern Trust Morningstar Global Upstream Natural Resources ETF >999%+$5.3M

Holdings2,303

#							Trend (4Q)
1	UMBF Umb Finl	8.5%	$667.4M	-1.0%	4.67M	7.4%		Common Stock
2	IVV iShares Core S&P 500 ETF	6.9%	$541.6M	+0.3%	723.2K	6.6%		ETF
3	AAPL Apple	4.3%	$335.9M	-4.1%	1.16M	4.3%		Common Stock
4	NVDA NVIDIA	3.3%	$263.3M	-1.1%	1.32M	3.2%		Common Stock
5	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 705,353 reported quantity $252,072,001 reported value	3.2%	$252.1M	-2.0%	705.4K	2.9%		Common Stock
6	MSFT Microsoft	2.4%	$191.1M	-0.9%	512.2K	2.7%		Common Stock
7	AVGO Broadcom	2.2%	$176.5M	-1.3%	467.3K	2.0%		Common Stock
8	AMZN Amazon	2.2%	$172.0M	-1.1%	721.5K	2.1%		Common Stock
9	IEFA iShares Core MSCI EAFE ETF	1.7%	$133.7M	+1.8%	1.38M	1.7%		ETF
10	IJH iShares Core S&P Mid-Cap ETF	1.7%	$131.9M	-3.1%	1.71M	1.7%		ETF
11	JPM JPMorgan Chase	1.6%	$127.4M	-11.1%	389.2K	1.8%		Common Stock
12	IWR iShares Russell Mid-Cap ETF	1.4%	$111.7M	+4.9%	1.01M	1.3%		ETF
13	BRK.A Berkshire Hathaway Class A	1.4%	$108.6M	—	145	1.5%		Common Stock
14	PGR Progressive	1.2%	$94.3M	+0.1%	431.8K	1.2%		Common Stock
15	JNJ Johnson & Johnson	1.2%	$92.8M	-0.6%	365.4K	1.3%		Common Stock
16	LLY Eli Lilly	1.2%	$91.8M	-1.9%	76.5K	1.0%		Common Stock
17	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.1%	$85.8M	—	996.1K	1.1%	—	ETF
18	COST Costco Wholesale	1.0%	$81.6M	-1.4%	87.2K	1.2%		Common Stock
19	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 161,216 reported quantity $80,670,874 reported value	1.0%	$80.7M	-2.0%	161.2K	1.1%		Common Stock
20	VTV Vanguard Morningstar Value Index Fund — ETF Shares	1.0%	$80.5M	-2.9%	369.5K	1.0%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing76

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.