13F Insight
DOSSIER · 13F-HR · Q3 2026

UMB Bank, n.a.

$7.5B in tracked AUM across 3,132 positions as of Q3 2026.

UB
CIK 0000933429 · last filed Sep 30, 2026
Total AUM
$7.5B
as of Q3 2026
Holdings
3,132
−18 QoQ
positions
Whale Score
61
61
tracked
Activity
1922
+63 new, −81 sold
changes this Q
AI Analysis · Q3 2026

UMB Bank, n.a. filed its latest 13F-HR for Q3 2026. 1922 position changes this quarter — 63 new, 81 exited, 838 added, 940 trimmed.

Quarter at a glance — Q3 2026

1922 material changes this filing.

TRIM
UMBFUMB FINL CORP
-54K sh
$-67M
7.8%
EXIT
XOMEXXON MOBIL CORP
-394K sh
$-54M
—
TRIM
MSFTMICROSOFT CORP
-36K sh
+$53M
3.2%
TRIM
AAPLAPPLE INC
-44K sh
+$36M
4.8%
TRIM
NVDANVIDIA CORPORATION
-7K sh
+$36M
3.9%
TRIM
CATCATERPILLAR INC
-5K sh
$-22M
0.7%
TRIM
AVGOBROADCOM INC
-13K sh
$-17M
2.1%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
UMBF
UMB FINL CORP
$601M4.6M7.8%02
IVV
ISHARES TR
$553M722K7.2%03
AAPL
APPLE INC
$372M1.1M4.8%04
NVDA
NVIDIA CORPORATION
$299M1.3M3.9%05
MSFT
MICROSOFT CORP
$244M476K3.2%06
GOOGL
ALPHABET INC
$235M684K3.1%07
AMZN
AMAZON COM INC
$173M693K2.2%08
AVGO
BROADCOM INC
$159M454K2.1%09
IEFA
ISHARES TR
$129M1.3M1.7%10
JPM
JPMORGAN CHASE & CO
$123M373K1.6%

Filing history

2026Q3Sep 30
$7.7B▼ 2.6%
3,152 positionsView →2026Q2Jun 30
$7.9B▲ 10.2%
3,168 positionsView →2026Q1Mar 31
$7.2B▼ 4.7%
3,145 positionsView →2025Q4Dec 31
$7.5B▲ 10.6%
3,132 positionsView →2025Q3Sep 30
$6.8B▲ 5.9%
2,963 positionsLocked2025Q2Jun 30
$6.4B▲ 5.8%
2,950 positionsLocked2025Q1Mar 31
$6.1B▼ 4.0%
2,921 positionsLocked2024Q4Dec 31
$6.3B▼ 1.6%
2,930 positionsLocked2024Q3Sep 30
$6.4B▲ 5.3%
3,032 positionsLocked2024Q2Jun 30
$6.1B▼ 3.4%
3,005 positionsLocked2024Q1Mar 31
$6.3B▼ 7.7%
3,036 positionsLocked2023Q4Dec 31
$6.8B▲ 9.8%
2,290 positionsLocked
Showing 12 of 100