UMB Bank, n.a.
CIK: 0000933429Latest portfolio: $7.5B · Q4 2025
Holdings
2,279
Total Value
$7.5B
New Positions
2,266
Closed Positions
0
Top Holdings
View All 2,279 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | UMBFUMB FINL CORP | 4,809,824 | $552.0M | 7.34% | NEW | |
| 2 | IVVISHARES TR | 689,788 | $471.0M | 6.26% | NEW | |
| 3 | AAPLAPPLE INC | 1,226,949 | $333.0M | 4.43% | NEW | |
| 4 | MSFTMICROSOFT CORP | 521,247 | $251.0M | 3.34% | NEW | |
| 5 | NVDANVIDIA CORPORATION | 1,338,897 | $249.0M | 3.31% | NEW | |
| 6 | GOOGLALPHABET INC | 729,683 | $227.0M | 3.02% | NEW | |
| 7 | AVGOBROADCOM INC | 499,934 | $172.0M | 2.29% | NEW | |
| 8 | AMZNAMAZON COM INC | 679,088 | $155.0M | 2.06% | NEW | |
| 9 | JPMJPMORGAN CHASE & CO. | 444,320 | $142.0M | 1.89% | NEW | |
| 10 | IJHISHARES TR | 1,820,602 | $119.0M | 1.58% | NEW | |
| 11 | AQLTISHARES TR | 1,287,524 | $114.0M | 1.52% | NEW | |
| 12 | BRK-BBERKSHIRE HATHAWAY INC DEL | 145 | $108.0M | 1.44% | NEW | |
| 13 | PGRPROGRESSIVE CORP | 432,009 | $98.0M | 1.30% | NEW | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 196,023 | $97.0M | 1.29% | NEW | |
| 15 | IWRISHARES TR | 965,862 | $92.0M | 1.22% | NEW | |
| 16 | LLYELI LILLY & CO | 78,640 | $84.0M | 1.12% | NEW | |
| 17 | VUGVANGUARD INDEX FDS | 169,023 | $82.0M | 1.09% | NEW | |
| 18 | METAMETA PLATFORMS INC | 121,307 | $79.0M | 1.05% | NEW | |
| 19 | COSTCOSTCO WHSL CORP NEW | 89,959 | $77.0M | 1.02% | NEW | |
| 20 | JNJJOHNSON & JOHNSON | 372,325 | $76.0M | 1.01% | NEW | |
| 21 | TJXTJX COS INC NEW | 479,097 | $73.0M | 0.97% | NEW | |
| 22 | WMTWALMART INC | 664,814 | $73.0M | 0.97% | NEW | |
| 23 | VTVVANGUARD INDEX FDS | 386,078 | $73.0M | 0.97% | NEW | |
| 24 | GVIISHARES TR | 670,953 | $72.0M | 0.96% | NEW | |
| 25 | IJRISHARES TR | 575,314 | $68.0M | 0.90% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
TechnologyNaN% ($InfinityT)
IndustrialsNaN% ($InfinityT)
Consumer Cyclical0.0% ($1.5500073000640006e+276T)
Healthcare0.0% ($8.400076000370004e+274T)
Unknown0.0% ($1.1400010800097e+188T)
Real Estate0.0% ($3.20001500060005e+151T)
Energy0.0% ($5.800048000120005e+132T)
Consumer Defensive0.0% ($7.700073000400003e+124T)
Communication Services0.0% ($2.2700079000410006e+97T)
Utilities0.0% ($3.7000260002100003e+95T)
Basic Materials0.0% ($3.50001600060003e+95T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 13, 2026 | $7.5B | 3,132 |
| Q3 2025 | Nov 4, 2025 | $6.8T | 0 |
| Q2 2025 | Jul 10, 2025 | $6.1T | 2,921 |
| Q1 2025 | Apr 14, 2025 | $6.1T | 2,921 |
| Q4 2024 | Jan 16, 2025 | $6322.7T | 2,930 |
| Q3 2024 | Oct 9, 2024 | $6423.6T | 3,032 |
| Q2 2024 | Jul 29, 2024 | $6099.0T | 3,005 |
| Q1 2024 | Apr 26, 2024 | $6314.3T | 3,036 |
| Q4 2023 | Jan 23, 2024 | $6841.5T | 2,290 |
| Q3 2023 | Oct 18, 2023 | $6230.9T | 2,434 |
| Q2 2023 | Jul 25, 2023 | $6588.8T | 2,400 |
| Q1 2023 | Apr 11, 2023 | $6252.3T | 2,414 |
| Q4 2022 | Jan 10, 2023 | $6.3T | 2,487 |
| Q3 2022 | Oct 13, 2022 | $5.9T | 2,551 |
| Q2 2022 | Jul 20, 2022 | $6.4T | 2,790 |
| Q1 2022 | Apr 22, 2022 | $7.6T | 2,900 |
| Q4 2021 | Feb 9, 2022 | $7.9T | 2,913 |
| Q3 2021 | Oct 18, 2021 | $4.4T | 684 |
| Q2 2021 | Jul 26, 2021 | $4.4T | 670 |
| Q1 2021 | Apr 15, 2021 | $4.1T | 648 |
| Q4 2020 | Feb 4, 2021 | $3.7T | 644 |
| Q3 2020 | Oct 16, 2020 | $3.2T | 615 |
| Q2 2020 | Jul 16, 2020 | $3.2T | 615 |
| Q1 2020 | May 26, 2020 | $2.8T | 618 |
| Q4 2019 | Jan 31, 2020 | $3.6T | 675 |
| Q3 2019 | Oct 30, 2019 | $4.2T | 688 |
| Q2 2019 | Jul 30, 2019 | $4.1T | 667 |
| Q1 2019 | Apr 30, 2019 | $3.3T | 659 |
| Q4 2018 | Jan 24, 2019 | $3.3T | 626 |
| Q3 2018 | Oct 22, 2018 | $3.4T | 662 |
| Q2 2018 | Jul 31, 2018 | $3.1T | 633 |
| Q1 2018 | Apr 25, 2018 | $3.1T | 626 |
| Q4 2017 | Jan 22, 2018 | $3.1T | 631 |
| Q3 2017 | Oct 11, 2017 | $2.9T | 609 |
| Q2 2017 | Aug 2, 2017 | $2.9T | 608 |
| Q1 2017 | Apr 24, 2017 | $2.9T | 626 |
| Q4 2016 | Jan 18, 2017 | $2.7T | 612 |
| Q3 2016 | Oct 28, 2016 | $2.5T | 628 |
| Q2 2016 | Jul 26, 2016 | $2.4T | 632 |
| Q1 2016 | Apr 20, 2016 | $2.3T | 626 |
Fund Information
UMB Bank, n.a. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $7.5B across 2,279 holdings. The largest position is UMB FINL CORP (UMBF), representing 7.3% of the portfolio. Compared to the previous quarter, the fund opened 2,279 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.