13F holdings
UMB Bank, n.a. portfolio
Managed by . 2,284 reported positions worth $7.2B as of 2026-03-31, filed with the SEC on 2026-05-11. Parsed from the filing itself, not a reseller.
$7.2B
Book value
2,284
Positions
35%
Top 10 weight
+91
New this quarter
-86
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 41 days old on 2026-05-11, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (91)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| REPX | RILEY EXPLORATION PERMIAN IN | $4.7M | 129,578 | 0.07% |
| BSVO | EA SERIES TRUST | $1.9M | 75,990 | 0.03% |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $1.7M | 102,251 | 0.02% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $951,391 | 12,492 | 0.01% |
| VSNT | VERSANT MEDIA GROUP INC | $910,322 | 24,590 | 0.01% |
| DISV | DIMENSIONAL ETF TRUST | $909,250 | 23,054 | 0.01% |
| IDEV | ISHARES TR | $670,984 | 8,029 | 0.01% |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $640,021 | 39,827 | 0.01% |
| Q | QNITY ELECTRONICS INC | $557,055 | 4,828 | 0.01% |
| UL | UNILEVER PLC | $542,468 | 9,522 | 0.01% |
| TTE | TOTALENERGIES SE | $408,409 | 4,489 | 0.01% |
| DLN | WISDOMTREE TR | $397,161 | 4,446 | 0.01% |
| SPTM | SPDR SERIES TRUST | $320,509 | 4,054 | 0.00% |
| GCOR | GOLDMAN SACHS ETF TR | $221,764 | 5,367 | 0.00% |
| DFEM | DIMENSIONAL ETF TRUST | $163,456 | 4,731 | 0.00% |
| AVSC | AMERICAN CENTY ETF TR | $156,435 | 2,511 | 0.00% |
| SCHH | SCHWAB STRATEGIC TR | $127,328 | 5,925 | 0.00% |
| VGUS | VANGUARD INSTL INDEX FD | $114,398 | 1,512 | 0.00% |
| XRPZ | FRANKLIN XRP TRUST | $107,601 | 7,375 | 0.00% |
| DFNM | DIMENSIONAL ETF TRUST | $105,015 | 2,191 | 0.00% |
| KB | KB FINL GROUP INC | $82,477 | 827 | 0.00% |
| SPEM | SPDR INDEX SHS FDS | $67,128 | 1,431 | 0.00% |
| DFIS | DIMENSIONAL ETF TRUST | $67,003 | 1,990 | 0.00% |
| FNDX | SCHWAB STRATEGIC TR | $63,665 | 2,286 | 0.00% |
| GSUS | GOLDMAN SACHS ETF TR | $57,786 | 645 | 0.00% |
Closed out (86)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $1.4M | 15,047 | 0.00% |
| PSBD | PALMER SQUARE CAPITAL BDC IN | $993,753 | 81,522 | 0.00% |
| BIP | BROOKFIELD INFRAST PARTNERS | $988,040 | 28,441 | 0.00% |
| XBXMX | NUVEEN S&P 500 BUY-WRITE INC | $761,357 | 51,793 | 0.00% |
| MOO | VANECK ETF TRUST | $325,517 | 4,472 | 0.00% |
| AGQ | PROSHARES TR II | $131,852 | 850 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $128,518 | 1,347 | 0.00% |
| QMOM | EA SERIES TRUST | $116,549 | 1,785 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $114,819 | 3,016 | 0.00% |
| CMA | COMERICA INC | $111,010 | 1,277 | 0.00% |
| OSS | ONE STOP SYS INC | $109,854 | 15,300 | 0.00% |
| AMCR | AMCOR PLC | $104,617 | 12,544 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $103,753 | 2,073 | 0.00% |
| BEP | BROOKFIELD RENEWABLE PARTNER | $98,441 | 3,650 | 0.00% |
| CADE | CADENCE BANK | $78,440 | 1,831 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $55,732 | 1,401 | 0.00% |
| PAC | GRUPO AEROPUERTO DEL PACIFIC | $50,090 | 190 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $38,807 | 87 | 0.00% |
| LBRDA | LIBERTY BROADBAND CORP | $33,506 | 694 | 0.00% |
| DAY | DAYFORCE INC | $31,468 | 455 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $30,574 | 90 | 0.00% |
| EXK | EXACT SCIENCES CORP | $26,609 | 262 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $26,439 | 976 | 0.00% |
| LNWO | LIGHT & WONDER INC | $22,680 | 220 | 0.00% |
| GIB | CGI INC | $18,829 | 204 | 0.00% |
Added to (945)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| IVV | ISHARES TR | $470.8M | 720,762 | 6.57% | +4% |
| AMZN | AMAZON COM INC | $152.0M | 729,701 | 2.12% | +7% |
| IEFA | ISHARES TR | $123.1M | 1,359,924 | 1.72% | +6% |
| VUG | VANGUARD INDEX FDS | $75.2M | 172,205 | 1.05% | +2% |
| JQUA | J P MORGAN EXCHANGE TRADED F | $53.1M | 865,784 | 0.74% | +15% |
| CAT | CATERPILLAR INC | $48.8M | 68,895 | 0.68% | +7% |
| GEV | GE VERNOVA INC | $36.8M | 42,141 | 0.51% | +4% |
| IEMG | ISHARES INC | $36.8M | 527,146 | 0.51% | +41% |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $32.7M | 316,551 | 0.46% | +3% |
| NFLX | NETFLIX INC. | $28.3M | 294,535 | 0.40% | +10% |
| MDT | MEDTRONIC PLC | $25.4M | 293,491 | 0.36% | +2% |
| ROL | ROLLINS INC | $22.2M | 415,361 | 0.31% | +39% |
| CME | CME GROUP INC | $21.8M | 73,809 | 0.30% | +1% |
| IWB | ISHARES TR | $21.1M | 59,206 | 0.29% | +5% |
| PANW | PALO ALTO NETWORKS INC | $20.5M | 127,587 | 0.29% | +36% |
Trimmed (709)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| LBRDK | LIBERTY BROADBAND CORP | $503 | 10 | 0.00% | -100% |
| CLS | CELESTICA INC | $1,972 | 7 | 0.00% | -97% |
| GTLB | GITLAB INC | $1,450 | 67 | 0.00% | -97% |
| ARCC | ARES CAPITAL CORP | $27,030 | 1,500 | 0.00% | -96% |
| KGS | KODIAK GAS SVCS INC | $26,011 | 446 | 0.00% | -96% |
| CACC | CREDIT ACCEP CORP MICH | $13,127 | 31 | 0.00% | -95% |
| OEF | ISHARES TR | $13,359 | 42 | 0.00% | -95% |
| S | SENTINELONE INC | $927 | 72 | 0.00% | -94% |
| CSGP | COSTAR GROUP INC | $583,679 | 14,469 | 0.01% | -94% |
| FWRD | FORWARD AIR CORP | $234 | 14 | 0.00% | -93% |
| ZM | ZOOM COMMUNICATIONS INC | $3,939 | 49 | 0.00% | -93% |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3,285 | 35 | 0.00% | -92% |
| FOXA | FOX CORP | $304,848 | 5,220 | 0.00% | -91% |
| LYFT | LYFT INC | $29,513 | 2,219 | 0.00% | -91% |
| KREF | KKR REAL ESTATE FIN TR INC | $233 | 38 | 0.00% | -91% |
The book
Largest 150 of 2,284 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| UMBF | UMB FINL CORP | $532.8M | 4,723,573 | 7.44% | — |
| IVV | ISHARES TR | $470.8M | 720,762 | 6.57% | — |
| AAPL | APPLE INC | $307.3M | 1,210,735 | 4.29% | — |
| NVDA | NVIDIA CORPORATION | $232.0M | 1,330,446 | 3.24% | — |
| GOOGL | ALPHABET INC | $206.9M | 719,498 | 2.89% | — |
| MSFT | MICROSOFT CORP | $191.2M | 516,618 | 2.67% | — |
| AMZN | AMAZON COM INC | $152.0M | 729,701 | 2.12% | — |
| AVGO | BROADCOM INC | $146.6M | 473,588 | 2.05% | — |
| JPM | JPMORGAN CHASE & CO | $128.7M | 437,638 | 1.80% | — |
| IEFA | ISHARES TR | $123.1M | 1,359,924 | 1.72% | — |
| IJH | ISHARES TR | $119.3M | 1,765,898 | 1.66% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $104.1M | 145 | 1.45% | — |
| IWR | ISHARES TR | $93.8M | 964,881 | 1.31% | — |
| JNJ | JOHNSON & JOHNSON | $89.9M | 367,699 | 1.25% | — |
| COST | COSTCO WHOLESALE CORPORATION | $88.1M | 88,440 | 1.23% | — |
| PGR | PROGRESSIVE CORP | $85.5M | 431,450 | 1.19% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.8M | 164,465 | 1.10% | — |
| CVX | CHEVRON CORPORATION | $78.5M | 379,258 | 1.10% | — |
| WMT | WALMART INC | $77.8M | 626,291 | 1.09% | — |
| TJX | TJX COS INC NEW | $76.5M | 478,857 | 1.07% | — |
| VUG | VANGUARD INDEX FDS | $75.2M | 172,205 | 1.05% | — |
| VTV | VANGUARD INDEX FDS | $74.7M | 380,500 | 1.04% | — |
| LLY | ELI LILLY & CO | $71.7M | 77,979 | 1.00% | — |
| META | META PLATFORMS INC | $68.9M | 120,478 | 0.96% | — |
| IJR | ISHARES TR | $68.2M | 548,310 | 0.95% | — |
| EXMOC | EXXON MOBIL CORP | $67.6M | 398,629 | 0.94% | — |
| GVI | ISHARES TR | $65.4M | 613,117 | 0.91% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $62.1M | 968,323 | 0.87% | — |
| MA | MASTERCARD INCORPORATED | $54.3M | 108,704 | 0.76% | — |
| TSLA | TESLA INC | $54.0M | 145,145 | 0.75% | — |
| HD | HOME DEPOT INC | $53.2M | 161,783 | 0.74% | — |
| JQUA | J P MORGAN EXCHANGE TRADED F | $53.1M | 865,784 | 0.74% | — |
| CAT | CATERPILLAR INC | $48.8M | 68,895 | 0.68% | — |
| IWM | ISHARES TR | $47.5M | 191,731 | 0.66% | — |
| V | VISA INC | $45.4M | 150,128 | 0.63% | — |
| NEE | NEXTERA ENERGY INC | $43.6M | 469,444 | 0.61% | — |
| LIN | LINDE PLC | $41.8M | 84,405 | 0.58% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $41.5M | 449,410 | 0.58% | — |
| PG | PROCTER & GAMBLE CO | $41.1M | 284,840 | 0.57% | — |
| MCD | MCDONALDS CORP | $40.9M | 131,513 | 0.57% | — |
| APH | AMPHENOL CORP | $40.4M | 319,514 | 0.56% | — |
| ETN | EATON CORP PLC | $40.1M | 112,214 | 0.56% | — |
| PH | PARKER-HANNIFIN CORP | $39.6M | 44,223 | 0.55% | — |
| GOOG | ALPHABET INC | $38.0M | 132,361 | 0.53% | — |
| EFV | ISHARES TR | $37.5M | 504,891 | 0.52% | — |
| BLK | BLACKROCK INC | $37.4M | 38,891 | 0.52% | — |
| GEV | GE VERNOVA INC | $36.8M | 42,141 | 0.51% | — |
| IEMG | ISHARES INC | $36.8M | 527,146 | 0.51% | — |
| BAC | BANK AMERICA CORP | $35.3M | 723,806 | 0.49% | — |
| WELL | WELLTOWER INC | $34.0M | 172,083 | 0.47% | — |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $32.7M | 316,551 | 0.46% | — |
| RTX | RTX CORPORATION | $32.1M | 166,332 | 0.45% | — |
| EFG | ISHARES TR | $31.4M | 281,923 | 0.44% | — |
| DFAC | DIMENSIONAL ETF TRUST | $31.3M | 806,093 | 0.44% | — |
| ABT | ABBOTT LABORATORIES | $30.8M | 299,507 | 0.43% | — |
| TXN | TEXAS INSTRS INC | $29.2M | 150,417 | 0.41% | — |
| UNP | UNION PAC CORP | $28.5M | 117,589 | 0.40% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.3M | 524,222 | 0.40% | — |
| NFLX | NETFLIX INC. | $28.3M | 294,535 | 0.40% | — |
| ITM | VANECK ETF TRUST | $27.8M | 599,378 | 0.39% | — |
| MS | MORGAN STANLEY | $27.3M | 166,037 | 0.38% | — |
| ABBV | ABBVIE INC | $26.6M | 122,095 | 0.37% | — |
| HONGBP | HONEYWELL INTL INC | $25.7M | 113,918 | 0.36% | — |
| MDT | MEDTRONIC PLC | $25.4M | 293,491 | 0.36% | — |
| QUAL | ISHARES TR | $23.7M | 123,637 | 0.33% | — |
| DUK | DUKE ENERGY CORP NEW | $23.2M | 176,924 | 0.32% | — |
| ROL | ROLLINS INC | $22.2M | 415,361 | 0.31% | — |
| CME | CME GROUP INC | $21.8M | 73,809 | 0.30% | — |
| IAU | ISHARES GOLD TR | $21.7M | 246,209 | 0.30% | — |
| KO | COCA COLA CO | $21.2M | 279,259 | 0.30% | — |
| IWB | ISHARES TR | $21.1M | 59,206 | 0.29% | — |
| PANW | PALO ALTO NETWORKS INC | $20.5M | 127,587 | 0.29% | — |
| ORCL | ORACLE CORP | $20.2M | 137,469 | 0.28% | — |
| GE | GE AEROSPACE | $19.9M | 70,256 | 0.28% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $19.7M | 30,358 | 0.28% | — |
| IVW | ISHARES TR | $18.8M | 166,649 | 0.26% | — |
| NOW | SERVICENOW INC | $17.5M | 167,445 | 0.24% | — |
| ECL | ECOLAB INC | $17.4M | 65,303 | 0.24% | — |
| AMD | ADVANCED MICRO DEVICES INC | $17.4M | 85,337 | 0.24% | — |
| RF | REGIONS FINANCIAL CORP NEW | $17.3M | 661,901 | 0.24% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $17.2M | 34,934 | 0.24% | — |
| SDY | SPDR SERIES TRUST | $15.9M | 109,023 | 0.22% | — |
| ISRG | INTUITIVE SURGICAL INC | $15.7M | 34,060 | 0.22% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $15.6M | 106,680 | 0.22% | — |
| VTI | VANGUARD INDEX FDS | $15.5M | 48,358 | 0.22% | — |
| EFA | ISHARES TR | $15.4M | 158,981 | 0.22% | — |
| GILD | GILEAD SCIENCES INC | $15.1M | 108,132 | 0.21% | — |
| AMGN | AMGEN INC | $15.0M | 42,686 | 0.21% | — |
| EQT | EQT CORP | $15.0M | 235,106 | 0.21% | — |
| VBR | VANGUARD INDEX FDS | $14.8M | 68,053 | 0.21% | — |
| INTU | INTUIT | $14.7M | 33,928 | 0.20% | — |
| KLAC | KLA CORP | $14.6M | 9,886 | 0.20% | — |
| BNY | BANK NEW YORK MELLON CORP | $14.5M | 122,482 | 0.20% | — |
| CSCO | CISCO SYS INC | $14.3M | 184,594 | 0.20% | — |
| MAR | MARRIOTT INTL INC NEW | $14.2M | 43,303 | 0.20% | — |
| CAG | CONAGRA BRANDS INC | $13.9M | 886,915 | 0.19% | — |
| IDXX | IDEXX LABS INC | $13.7M | 24,408 | 0.19% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $13.2M | 411,951 | 0.18% | — |
| APO | APOLLO GLOBAL MGMT INC | $12.7M | 114,083 | 0.18% | — |
| WM | WASTE MGMT INC DEL | $12.7M | 55,256 | 0.18% | — |
| LRCX | LAM RESEARCH CORP | $12.7M | 59,239 | 0.18% | — |
| MRK | MERCK & CO INC | $12.6M | 104,428 | 0.18% | — |
| LW | LAMB WESTON HLDGS INC | $12.5M | 296,370 | 0.17% | — |
| VBK | VANGUARD INDEX FDS | $12.4M | 41,002 | 0.17% | — |
| WFC | WELLS FARGO & CO | $12.0M | 150,885 | 0.17% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $12.0M | 210,946 | 0.17% | — |
| PSA | PUBLIC STORAGE OPER CO | $11.8M | 43,538 | 0.16% | — |
| PEP | PEPSICO INC | $11.7M | 75,064 | 0.16% | — |
| CBSH | COMMERCE BANCSHARES INC | $11.6M | 235,243 | 0.16% | — |
| SHM | SPDR SERIES TRUST | $11.6M | 241,567 | 0.16% | — |
| MU | MICRON TECHNOLOGY INC | $11.1M | 32,948 | 0.16% | — |
| EAGL | 2023 ETF SERIES TRUST | $11.1M | 365,626 | 0.16% | — |
| HSY | HERSHEY CO | $11.1M | 53,397 | 0.15% | — |
| IWV | ISHARES TR | $11.1M | 29,938 | 0.15% | — |
| DE | DEERE & CO | $10.8M | 19,165 | 0.15% | — |
| USB | US BANCORP | $10.6M | 204,768 | 0.15% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $10.6M | 175,067 | 0.15% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $10.6M | 43,585 | 0.15% | — |
| FAST | FASTENAL CO | $10.4M | 223,592 | 0.14% | — |
| VFMF | VANGUARD WELLINGTON FD | $10.4M | 66,873 | 0.14% | — |
| CRM | SALESFORCE INC | $10.2M | 54,471 | 0.14% | — |
| CTAS | CINTAS CORP | $9.7M | 57,395 | 0.14% | — |
| INCE | FRANKLIN TEMPLETON ETF TR | $9.4M | 145,117 | 0.13% | — |
| CEG | CONSTELLATION ENERGY CORP | $9.1M | 32,425 | 0.13% | — |
| DHR | DANAHER CORP DEL | $9.0M | 47,432 | 0.13% | — |
| VOO | VANGUARD INDEX FDS | $8.9M | 14,950 | 0.12% | — |
| IVE | ISHARES TR | $8.9M | 42,252 | 0.12% | — |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $8.9M | 203,827 | 0.12% | — |
| IWF | ISHARES TR | $8.8M | 20,564 | 0.12% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $8.7M | 110,739 | 0.12% | — |
| COP | CONOCOPHILLIPS | $8.6M | 65,051 | 0.12% | — |
| IWS | ISHARES TR | $8.4M | 57,649 | 0.12% | — |
| LMT | LOCKHEED MARTIN CORP | $8.3M | 13,722 | 0.12% | — |
| USHY | ISHARES TR | $8.1M | 220,196 | 0.11% | — |
| ING | ING GROEP N.V. | $8.1M | 309,114 | 0.11% | — |
| AXP | AMERICAN EXPRESS CO | $8.0M | 26,359 | 0.11% | — |
| ESGU | ISHARES TR | $7.8M | 55,336 | 0.11% | — |
| BRO | BROWN & BROWN INC | $7.7M | 118,550 | 0.11% | — |
| ATO | ATMOS ENERGY CORP | $7.6M | 41,020 | 0.11% | — |
| IWP | ISHARES TR | $7.4M | 57,762 | 0.10% | — |
| QAI | NEW YORK LIFE INVESTMENTS ET | $7.4M | 216,880 | 0.10% | — |
| BND | VANGUARD BD INDEX FDS | $7.4M | 100,043 | 0.10% | — |
| ILPT | INDUSTRIAL LOGISTICS PPTYS T | $7.3M | 1,280,150 | 0.10% | — |
| CB | CHUBB LTD SWITZ | $7.2M | 21,996 | 0.10% | — |
| LOW | LOWES COS INC | $7.2M | 30,304 | 0.10% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $7.0M | 96,824 | 0.10% | — |
| VFVA | VANGUARD WELLINGTON FD | $6.8M | 50,307 | 0.09% | — |
| IJT | ISHARES TR | $6.7M | 46,067 | 0.09% | — |
| NKE | NIKE INC | $6.6M | 124,327 | 0.09% | — |
| BX | BLACKSTONE INC | $6.4M | 55,705 | 0.09% | — |
This table is the 150 largest positions by value, out of 2,284 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by UMB Bank, n.a. (CIK 933429, accession 0000933429-26-000030). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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