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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0000933429
Total reported value
$7.9B
$7.9B
2284 檔
22.2%
At the close of Q1 2026, UMB Bank, n.a. disclosed equity holdings valued at approximately $7.9B, spread across 2284 reported holdings.
In Q1 2026, UMB Bank, n.a. adopted a defensive or profit-taking posture, trimming 133 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including UMBF, IVV, AAPL) accounted for 22.2% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 2284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | UMBF | Umb Financial CORP | Stock-Financials | 7.44% | +1.01% | -1.79% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.57% | +0.29% | +4.49% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.29% | -0.04% | -1.32% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.24% | +0.10% | -0.63% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.89% | +0.30% | -1.40% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.67% | -0.25% | -0.89% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.12% | +0.06% | +7.45% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 2.05% | +0.19% | -5.27% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.80% | -0.19% | -1.50% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.72% | -0.03% | +5.62% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.66% | +0.01% | -3.00% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.45% | -0.07% | — | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.31% | +0.10% | -0.10% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.25% | -0.07% | -1.24% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.23% | -0.20% | -1.69% | |
| 16 | PGR | Progressive CORP | Stock-Financials | 1.19% | — | -0.13% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.08% | -16.10% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.10% | -0.41% | -1.66% | |
| 19 | WMT | Walmart Inc | Stock-Consumer Staples | 1.09% | -0.21% | -5.79% | |
| 20 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.07% | -0.12% | -0.05% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.05% | +0.04% | +1.88% | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.04% | -0.02% | -1.44% | |
| 23 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.16% | -0.84% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.96% | -0.11% | -0.68% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.95% | +0.03% | -4.69% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.94% | -0.26% | -2.39% | |
| 27 | GVI | Ishares Intermediate Governm | ETF-Other | 0.91% | -0.13% | -8.62% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.87% | — | +0.19% | |
| 29 | MA | Mastercard Inc - A | Stock-Financials | 0.76% | -0.10% | -6.83% | |
| 30 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.75% | +0.02% | -0.20% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.09% | -1.38% | |
| 32 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.74% | +0.09% | +15.33% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.68% | +0.24% | +6.58% | |
| 34 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.66% | +0.09% | +0.35% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.02% | -7.92% | |
| 36 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.09% | -0.26% | |
| 37 | LIN | Linde plc | Stock-Materials | 0.58% | -0.03% | +0.35% | |
| 38 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.58% | -0.07% | -0.63% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.57% | -0.04% | -1.18% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.57% | -0.13% | -1.06% | |
| 41 | APH | Amphenol Corp-cl A | Stock-Tech | 0.56% | +0.14% | -13.10% | |
| 42 | ETN | Eaton Corporation plc | Stock-Industrials | 0.56% | +0.08% | -1.06% | |
| 43 | PH | Parker Hannifin CORP | Stock-Industrials | 0.55% | -0.13% | -0.72% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.53% | +0.06% | -0.88% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.52% | -0.05% | -4.96% | |
| 46 | BLK | Blackrock Inc | Stock-Financials | 0.52% | -0.05% | -2.57% | |
| 47 | GEV | GE Vernova Inc | Stock-Industrials | 0.51% | +0.17% | +4.38% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.51% | +0.09% | +40.79% | |
| 49 | BAC | Bank Of America CORP | Stock-Financials | 0.49% | +0.03% | -1.38% | |
| 50 | WELL | Welltower Inc | Stock-Real Estate | 0.47% | — | -0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.3% | -1.66% | Trim |
| 2 | XOM | Exxon Mobil CORP | +0.3% | -2.39% | Trim |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +4.49% | Add |
| 4 | JNJ | Johnson & Johnson | +0.2% | -1.24% | Trim |
| 5 | COST | Costco Wholesale CORP | +0.2% | -1.69% | Trim |
| 6 | CAT | Caterpillar Inc | +0.2% | +6.58% | Add |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +5.62% | Add |
| 8 | CMG | Chipotle Mexican Grill Inc | +0.2% | +5408.84% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | +40.79% | Add |
| 10 | NOW | Servicenow Inc | +0.2% | +346.60% | Add |
| 11 | GEV | GE Vernova Inc | +0.2% | +4.38% | Add |
| 12 | IDXX | Idexx Laboratories Inc | +0.2% | +406.29% | Add |
| 13 | NEE | Nextera Energy Inc | +0.1% | -0.26% | Trim |
| 14 | JQUA | Jpmorgan US Quality Factor | +0.1% | +15.33% | Add |
| 15 | WMT | Walmart Inc | +0.1% | -5.79% | Trim |
| 16 | LIN | Linde plc | +0.1% | +0.35% | Add |
| 17 | TJX | Tjx Companies Inc | +0.1% | -0.05% | Trim |
| 18 | UMBF | Umb Financial CORP | +0.1% | -1.79% | Trim |
| 19 | PSA | Public Storage | +0.1% | +88.47% | Add |
| 20 | ETN | Eaton Corporation plc | +0.1% | -1.06% | Trim |
| 21 | NKE | Nike Inc -cl B | +0.1% | +526.59% | Add |
| 22 | ROL | Rollins Inc | +0.1% | +39.20% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.19% | Add |
| 24 | IWR | Ishares Russell Mid-cap ETF | +0.1% | -0.10% | Trim |
| 25 | CDNS | Cadence Design Sys Inc | +0.1% | +1221.18% | Add |
| 26 | HON | Honeywell International Inc | +0.1% | -0.99% | Trim |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +35.63% | Add |
| 28 | NFLX | Netflix Inc | +0.1% | +9.59% | Add |
| 29 | VTV | Vanguard Value ETF | +0.1% | -1.44% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -3.00% | Trim |
| 31 | CB | Chubb Limited | +0.1% | +100.29% | Add |
| 32 | LRCX | Lam Research CORP | +0.1% | +1.29% | Add |
| 33 | TXN | Texas Instruments Inc | +0.1% | -2.79% | Trim |
| 34 | WELL | Welltower Inc | +0.1% | -0.27% | Trim |
| 35 | AMZN | Amazon.com Inc | 0% | +7.45% | Add |
| 36 | IBKR | Interactive Brokers Gro-cl A | 0% | +4735.29% | Add |
| 37 | KLAC | Kla CORP | 0% | +2.28% | Add |
| 38 | MNST | Monster Beverage CORP | 0% | +76.55% | Add |
| 39 | EQT | Eqt CORP | 0% | +1.08% | Add |
| 40 | COP | Conocophillips | 0% | -4.08% | Trim |
| 41 | VTI | Vanguard Total Stock Mkt ETF | 0% | +18.93% | Add |
| 42 | DUK | Duke Energy CORP | 0% | -2.63% | Trim |
| 43 | KO | Coca-cola Co/the | 0% | -0.24% | Trim |
| 44 | RTX | Rtx CORP | 0% | -1.17% | Trim |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | 0% | +2.51% | Add |
| 46 | AVUS | Avantis U.s. Equity ETF | 0% | +141.40% | Add |
| 47 | VFMF | Vanguard US Multifactor ETF | 0% | +21.58% | Add |
| 48 | ESGU | Ishares Esg Aware Msci USA | 0% | +42.21% | Add |
| 49 | USMV | Ishares Msci USA Min Vol Fac | 0% | +52.88% | Add |
| 50 | CME | Cme Group Inc | 0% | +1.13% | Add |
According to official SEC Form 13F filings, UMB Bank, n.a. reported a total U.S. public equity portfolio value of $7.9B across 2284 disclosed positions in Q1 2026.
During Q1 2026, UMB Bank, n.a.'s top holdings by market value included UMBF (7.4%)、IVV (6.6%)、AAPL (4.3%). The largest single position, UMBF, represented 7.4% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
REPX
市值: $4.7M
Top Position Liquidated / Trimmed
AZNN
前期市值: $1.4M
In Q1 2026, UMB Bank, n.a. made 196 total portfolio adjustments, initiating 9 new buys, adding to 50 positions, trimming 133 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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