Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
UMB BANK N A/MO (CIK 933429) reported $7.16B across 2,266 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UMBF ($532.8M, 7.44%), IVV ($470.8M, 6.57%), AAPL ($307.3M, 4.29%), NVDA ($232.0M, 3.24%), GOOGL ($206.9M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UMBF | UMB FINL CORP | $532.8M | 7.44% | 4.7M | Trimmed |
| 2 | IVV | ISHARES TR | $470.8M | 6.57% | 720,762 | Added |
| 3 | AAPL | APPLE INC | $307.3M | 4.29% | 1.2M | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $232.0M | 3.24% | 1.3M | Trimmed |
| 5 | GOOGL | ALPHABET INC | $206.9M | 2.89% | 719,498 | Trimmed |
| 6 | MSFT | MICROSOFT CORP | $191.2M | 2.67% | 516,618 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $152.0M | 2.12% | 729,701 | Added |
| 8 | AVGO | BROADCOM INC | $146.6M | 2.05% | 473,588 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $128.7M | 1.80% | 437,638 | Trimmed |
| 10 | IEFA | ISHARES TR | $123.1M | 1.72% | 1.4M | Added |
| 11 | IJH | ISHARES TR | $119.3M | 1.66% | 1.8M | Trimmed |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $104.1M | 1.45% | 145 | Hold |
| 13 | IWR | ISHARES TR | $93.8M | 1.31% | 964,881 | Trimmed |
| 14 | JNJ | JOHNSON & JOHNSON | $89.9M | 1.25% | 367,699 | Trimmed |
| 15 | COST | COSTCO WHOLESALE CORPORATION | $88.1M | 1.23% | 88,440 | Trimmed |
| 16 | PGR | PROGRESSIVE CORP | $85.5M | 1.19% | 431,450 | Trimmed |
| 17 | CVX | CHEVRON CORPORATION | $78.5M | 1.10% | 379,258 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $78.8M | 1.10% | 164,465 | Trimmed |
| 19 | WMT | WALMART INC | $77.8M | 1.09% | 626,291 | Trimmed |
| 20 | TJX | TJX COS INC NEW | $76.5M | 1.07% | 478,857 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $75.2M | 1.05% | 172,205 | Added |
| 22 | VTV | VANGUARD INDEX FDS | $74.7M | 1.04% | 380,500 | Trimmed |
| 23 | LLY | ELI LILLY & CO | $71.7M | 1.00% | 77,979 | Trimmed |
| 24 | META | META PLATFORMS INC | $68.9M | 0.96% | 120,478 | Trimmed |
| 25 | IJR | ISHARES TR | $68.2M | 0.95% | 548,310 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31