UMB Bank, n.a. holds a diversified book of 2303 stocks worth $7.9B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened AstraZeneca PLC and trimmed Umb Financial Corp. Their largest long position is Umb Financial Corp at 8% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
71% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as UMB Bank, n.a.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 10 / 80 | $4.5B |
| Prospect Hill Management, LLC | 11 / 80 | $254.4M |
| SWISS RE LTD | 52 / 80 | $1.1B |
| Hoffman, Alan N Investment Management | 8 / 80 | $160.9M |
| Mirae Asset Global Investments Co., Ltd. | 69 / 80 | $283.1B |
| New World Advisors LLC | 53 / 80 | $552.4M |
| CIBC Capital Markets | 8 / 80 | $691.7M |
| UHLMANN PRICE SECURITIES, LLC | 43 / 80 | $2.5B |
Ranked by the share of each fund's own book sitting in the names it shares with UMB Bank, n.a.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Umb Finl Corp COM | $667.4M | 4.67M | 8.5% | ▼−1.0% Reduced · −49K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $541.6M | 723.2K | 6.9% | ▲+0.3% Added · +2K sh | |
| 3 | Apple Inc COM | $335.9M | 1.16M | 4.3% | ▼−4.1% Reduced · −50K sh | |
| 4 | Nvidia Corporation COM | $263.3M | 1.32M | 3.3% | ▼−1.1% Reduced · −14K sh | |
| 5 | Alphabet Inc CAP STK CL A | $252.1M | 705.4K | 3.2% | ▼−2.0% Reduced · −14K sh | |
| 6 | Microsoft Corp COM | $191.1M | 512.2K | 2.4% | ▼−0.9% Reduced · −4K sh | |
| 7 | Broadcom Inc COM | $176.5M | 467.3K | 2.2% | ▼−1.3% Reduced · −6K sh | |
| 8 | Amazon Com Inc COM | $172.0M | 721.5K | 2.2% | ▼−1.1% Reduced · −8K sh | |
| 9 | Ishares TR CORE MSCI EAFE | $133.7M | 1.38M | 1.7% | ▲+1.8% Added · +24K sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $131.9M | 1.71M | 1.7% | ▼−3.1% Reduced · −55K sh | |
| 11 | JPMorgan Chase & Co COM | $127.4M | 389.2K | 1.6% | ▼−11% Reduced · −48K sh | |
| 12 | Ishares TR RUS MID CAP ETF | $111.7M | 1.01M | 1.4% | ▲+4.9% Added · +47K sh | |
| 13 | Berkshire Hathaway Inc Del CL A | $108.6M | 145 | 1.4% | —Held | |
| 14 | Progressive Corp COM | $94.3M | 431.8K | 1.2% | ▲+0.1% Added · +353 sh | |
| 15 | Johnson & Johnson COM | $92.8M | 365.4K | 1.2% | ▼−0.6% Reduced · −2K sh | |
| 16 | Eli Lilly & Co COM | $91.8M | 76.5K | 1.2% | ▼−1.9% Reduced · −1K sh | |
| 17 | Vanguard Index FDS GROWTH ETF | $85.8M | 996.1K | 1.1% | ▲+478% Added · +824K sh | |
| 18 | Costco Wholesale Corporation COM | $81.6M | 87.2K | 1.0% | ▼−1.4% Reduced · −1K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $80.7M | 161.2K | 1.0% | ▼−2.0% Reduced · −3K sh | |
| 20 | Vanguard Index FDS VALUE ETF | $80.5M | 369.5K | 1.0% | ▼−2.9% Reduced · −11K sh | |
| 21 | Ishares TR CORE S&P SCP ETF | $77.5M | 522.7K | 1.0% | ▼−4.7% Reduced · −26K sh | |
| 22 | TJX Cos Inc New COM | $74.8M | 493.7K | 0.9% | ▲+3.1% Added · +15K sh | |
| 23 | Caterpillar Inc COM | $72.5M | 68.1K | 0.9% | ▼−1.1% Reduced · −770 sh | |
| 24 | Walmart Inc COM | $69.7M | 615.8K | 0.9% | ▼−1.7% Reduced · −10K sh | |
| 25 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $68.6M | 963.2K | 0.9% | ▼−0.5% Reduced · −5K sh | |
| 26 | Meta Platforms Inc CL A | $67.4M | 119.6K | 0.9% | ▼−0.7% Reduced · −855 sh | |
| 27 | J P Morgan Exchange Traded F US QUALTY FCTR | $65.2M | 901.9K | 0.8% | ▲+4.2% Added · +36K sh | |
| 28 | Ishares TR INTRM GOV CR ETF | $61.8M | 582.6K | 0.8% | ▼−5.0% Reduced · −31K sh | |
| 29 | Tesla Inc COM | $60.4M | 143.6K | 0.8% | ▼−1.1% Reduced · −2K sh | |
| 30 | Ishares TR RUSSELL 2000 ETF | $59.3M | 197.2K | 0.8% | ▲+2.9% Added · +6K sh | |
| 31 | Amphenol Corp CL A | $55.7M | 315.7K | 0.7% | ▼−1.2% Reduced · −4K sh | |
| 32 | Chevron Corporation COM | $54.5M | 328.8K | 0.7% | ▼−13% Reduced · −50K sh | |
| 33 | Exxon Mobil Corp COM | $53.9M | 394.4K | 0.7% | ▼−1.1% Reduced · −4K sh | |
| 34 | Ge Vernova Inc COM | $53.9M | 45.9K | 0.7% | ▲+8.9% Added · +4K sh | |
| 35 | Mastercard Incorporated CL A | $52.4M | 102.0K | 0.7% | ▼−6.1% Reduced · −7K sh | |
| 36 | Home Depot Inc COM | $51.1M | 145.0K | 0.6% | ▼−10% Reduced · −17K sh | |
| 37 | Eaton Corp PLC SHS | $50.2M | 117.8K | 0.6% | ▲+5.0% Added · +6K sh | |
| 38 | Advanced Micro Devices Inc COM | $49.5M | 85.2K | 0.6% | ▼−0.2% Reduced · −173 sh | |
| 39 | Visa Inc COM CL A | $48.1M | 140.1K | 0.6% | ▼−6.7% Reduced · −10K sh | |
| 40 | Ishares Inc CORE MSCI EMKT | $47.5M | 573.2K | 0.6% | ▲+8.7% Added · +46K sh | |
| 41 | Alphabet Inc CAP STK CL C | $46.3M | 131.0K | 0.6% | ▼−1.0% Reduced · −1K sh | |
| 42 | Texas Instrs Inc COM | $44.0M | 147.6K | 0.6% | ▼−1.9% Reduced · −3K sh | |
| 43 | Linde PLC SHS | $43.2M | 83.2K | 0.5% | ▼−1.4% Reduced · −1K sh | |
| 44 | Palo Alto Networks Inc COM | $42.9M | 125.9K | 0.5% | ▼−1.3% Reduced · −2K sh | |
| 45 | Procter & Gamble Co COM | $41.5M | 282.8K | 0.5% | ▼−0.7% Reduced · −2K sh | |
| 46 | NextEra Energy Inc COM | $41.4M | 471.3K | 0.5% | ▲+0.4% Added · +2K sh | |
| 47 | Bank Of Amer Corp COM | $40.7M | 713.5K | 0.5% | ▼−1.4% Reduced · −10K sh | |
| 48 | Oreilly Automotive Inc COM | $39.9M | 433.4K | 0.5% | ▼−3.5% Reduced · −16K sh | |
| 49 | Welltower Inc COM | $38.2M | 168.5K | 0.5% | ▼−2.1% Reduced · −4K sh | |
| 50 | Micron Technology Inc COM | $38.1M | 33.0K | 0.5% | ▲+0.1% Added · +46 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/933429/holdings"
Use Arkolith to show UMB Bank, n.a.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 3,168 | $7.9B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 3,145 | $7.2B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 3,132 | $7.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 2,963 | $6.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 11, 2025 | 2,950 | $6.4B | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | Apr 14, 2025 | 2,921 | $6.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 2,930 | $6.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 9, 2024 | 3,032 | $6.4B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 29, 2024 | 3,005 | $6.1B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 26, 2024 | 3,036 | $6.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 23, 2024 | 2,290 | $6.8B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 18, 2023 | 2,434 | $6.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 25, 2023 | 2,400 | $6.6B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 11, 2023 | 2,414 | $6.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 10, 2023 | 2,487 | $6.3B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 13, 2022 | 2,551 | $5.9B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 20, 2022 | 2,790 | $6.4B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 22, 2022 | 2,900 | $7.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 9, 2022 | 2,913 | $7.9B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 18, 2021 | 684 | $4.4B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 26, 2021 | 670 | $4.4B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 15, 2021 | 648 | $4.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 4, 2021 | 644 | $3.7B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.