UMB Bank, n.a. holds a diversified book of 2284 stocks worth $7.2B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Riley Exploration Permian In and trimmed Umb Financial Corp. Their largest long position is Umb Financial Corp at 7% of the equity book.
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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.
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
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 | $532.8M | 4.72M | 7.4% | ▼−1.8% Reduced · −86K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $470.8M | 720.8K | 6.6% | ▲+4.5% Added · +31K sh | |
| 3 | Apple Inc COM | $307.3M | 1.21M | 4.3% | ▼−1.3% Reduced · −16K sh | |
| 4 | Nvidia Corporation COM | $232.0M | 1.33M | 3.2% | ▼−0.6% Reduced · −8K sh | |
| 5 | Alphabet Inc CAP STK CL A | $206.9M | 719.5K | 2.9% | ▼−1.4% Reduced · −10K sh | |
| 6 | Microsoft Corp COM | $191.2M | 516.6K | 2.7% | ▼−0.9% Reduced · −5K sh | |
| 7 | Amazon Com Inc COM | $152.0M | 729.7K | 2.1% | ▲+7.5% Added · +51K sh | |
| 8 | Broadcom Inc COM | $146.6M | 473.6K | 2.0% | ▼−5.3% Reduced · −26K sh | |
| 9 | JPMorgan Chase & Co COM | $128.7M | 437.6K | 1.8% | ▼−1.5% Reduced · −7K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $123.1M | 1.36M | 1.7% | ▲+5.6% Added · +72K sh | |
| 11 | Ishares TR CORE S&P MCP ETF | $119.3M | 1.77M | 1.7% | ▼−3.0% Reduced · −55K sh | |
| 12 | Berkshire Hathaway Inc Del CL A | $104.1M | 145 | 1.5% | —Held | |
| 13 | Ishares TR RUS MID CAP ETF | $93.8M | 964.9K | 1.3% | ▼−0.1% Reduced · −981 sh | |
| 14 | Johnson & Johnson COM | $89.9M | 367.7K | 1.3% | ▼−1.2% Reduced · −5K sh | |
| 15 | Costco Wholesale Corporation COM | $88.1M | 88.4K | 1.2% | ▼−1.7% Reduced · −2K sh | |
| 16 | Progressive Corp COM | $85.5M | 431.4K | 1.2% | ▼−0.1% Reduced · −559 sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $78.8M | 164.5K | 1.1% | ▼−16% Reduced · −32K sh | |
| 18 | Chevron Corporation COM | $78.5M | 379.3K | 1.1% | ▼−1.6% Reduced · −6K sh | |
| 19 | Walmart Inc COM | $77.8M | 626.3K | 1.1% | ▼−5.8% Reduced · −39K sh | |
| 20 | TJX Cos Inc New COM | $76.5M | 478.9K | 1.1% | ▼−0.1% Reduced · −240 sh | |
| 21 | Vanguard Index FDS GROWTH ETF | $75.2M | 172.2K | 1.1% | ▲+1.9% Added · +3K sh | |
| 22 | Vanguard Index FDS VALUE ETF | $74.7M | 380.5K | 1.0% | ▼−1.4% Reduced · −6K sh | |
| 23 | Eli Lilly & Co COM | $71.7M | 78.0K | 1.0% | ▼−0.8% Reduced · −661 sh | |
| 24 | Meta Platforms Inc CL A | $68.9M | 120.5K | 1.0% | ▼−0.7% Reduced · −829 sh | |
| 25 | Ishares TR CORE S&P SCP ETF | $68.2M | 548.3K | 1.0% | ▼−4.7% Reduced · −27K sh | |
| 26 | Exxon Mobil Corp COM | $67.6M | 398.6K | 0.9% | ▼−2.4% Reduced · −10K sh | |
| 27 | Ishares TR INTRM GOV CR ETF | $65.4M | 613.1K | 0.9% | ▼−8.6% Reduced · −58K sh | |
| 28 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $62.1M | 968.3K | 0.9% | ▲+0.2% Added · +2K sh | |
| 29 | Mastercard Incorporated CL A | $54.3M | 108.7K | 0.8% | ▼−6.8% Reduced · −8K sh | |
| 30 | Tesla Inc COM | $54.0M | 145.1K | 0.8% | ▼−0.2% Reduced · −286 sh | |
| 31 | Home Depot Inc COM | $53.2M | 161.8K | 0.7% | ▼−1.4% Reduced · −2K sh | |
| 32 | J P Morgan Exchange Traded F US QUALTY FCTR | $53.1M | 865.8K | 0.7% | ▲+15% Added · +115K sh | |
| 33 | Caterpillar Inc COM | $48.8M | 68.9K | 0.7% | ▲+6.6% Added · +4K sh | |
| 34 | Ishares TR RUSSELL 2000 ETF | $47.5M | 191.7K | 0.7% | ▲+0.3% Added · +676 sh | |
| 35 | Visa Inc COM CL A | $45.4M | 150.1K | 0.6% | ▼−7.9% Reduced · −13K sh | |
| 36 | NextEra Energy Inc COM | $43.6M | 469.4K | 0.6% | ▼−0.3% Reduced · −1K sh | |
| 37 | Linde PLC SHS | $41.8M | 84.4K | 0.6% | ▲+0.3% Added · +295 sh | |
| 38 | Oreilly Automotive Inc COM | $41.5M | 449.4K | 0.6% | ▼−0.6% Reduced · −3K sh | |
| 39 | Procter & Gamble Co COM | $41.1M | 284.8K | 0.6% | ▼−1.2% Reduced · −3K sh | |
| 40 | McDonalds Corp COM | $40.9M | 131.5K | 0.6% | ▼−1.1% Reduced · −1K sh | |
| 41 | Amphenol Corp CL A | $40.4M | 319.5K | 0.6% | ▼−13% Reduced · −48K sh | |
| 42 | Eaton Corp PLC SHS | $40.1M | 112.2K | 0.6% | ▼−1.1% Reduced · −1K sh | |
| 43 | Parker-Hannifin Corp COM | $39.6M | 44.2K | 0.6% | ▼−0.7% Reduced · −321 sh | |
| 44 | Alphabet Inc CAP STK CL C | $38.0M | 132.4K | 0.5% | ▼−0.9% Reduced · −1K sh | |
| 45 | Ishares TR EAFE VALUE ETF | $37.5M | 504.9K | 0.5% | ▼−5.0% Reduced · −26K sh | |
| 46 | BlackRock Inc COM | $37.4M | 38.9K | 0.5% | ▼−2.6% Reduced · −1K sh | |
| 47 | Ge Vernova Inc COM | $36.8M | 42.1K | 0.5% | ▲+4.4% Added · +2K sh | |
| 48 | Ishares Inc CORE MSCI EMKT | $36.8M | 527.1K | 0.5% | ▲+41% Added · +153K sh | |
| 49 | Bank America Corp COM | $35.3M | 723.8K | 0.5% | ▼−1.4% Reduced · −10K sh | |
| 50 | Welltower Inc COM | $34.0M | 172.1K | 0.5% | ▼−0.3% Reduced · −465 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q3 2020 | Sep 30, 2020 | Oct 16, 2020 | 615 | $3.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.