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Size ($ in 1000's)
At 03/31/2024: $6,314,268 At 12/31/2023: $6,841,436
UMB Bank n.a. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from UMB Bank n.a. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the UMB Bank n.a. top holdings by largest position size, as per the latest 13f filing made by UMB Bank n.a..
In the UMB Bank n.a.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by UMB Bank n.a. in that top holding, then the share count change between reporting periods, and finally the UMB Bank n.a. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
UMB Financial Corp |
5,241,631 |
-63,789 |
$455,969 | UMBF | 5,241,631 | -63,789 | $455,969 | ISHARES (IVV) |
544,641 |
+15,867 |
$286,334 | IVV | 544,641 | +15,867 | $286,334 | BERKSHIRE HATHAWAY |
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$250,192 | BRK.A | 265 | -297 | $168,127 | BRK.B | 195,151 | -9,717 | $82,065 | MICROSOFT CORP |
581,348 |
-14,802 |
$244,585 | MSFT | 581,348 | -14,802 | $244,585 | Apple Inc |
1,425,024 |
-2,382 |
$244,363 | AAPL | 1,425,024 | -2,382 | $244,363 | Amazon.com Inc |
783,508 |
-30,496 |
$141,329 | AMZN | 783,508 | -30,496 | $141,329 | iShares ETFs USA (IJH) |
2,316,204 |
+1,824,482 |
$140,686 | IJH | 2,316,204 | +1,824,482 | $140,686 | NVIDIA Corp |
154,898 |
+6,764 |
$139,960 | NVDA | 154,898 | +6,764 | $139,960 | ALPHABET INC |
892,229 |
-328,624 |
$134,664 | GOOGL | 892,229 | -328,624 | $134,664 | ISHARES (IEFA) |
1,417,956 |
+16,372 |
$105,241 | IEFA | 1,417,956 | +16,372 | $105,241 | iShares ETFs USA (GVI) |
974,489 |
-276,392 |
$101,327 | GVI | 974,489 | -276,392 | $101,327 | JPMorgan Chase & Co |
497,181 |
-10,132 |
$99,585 | JPM | 497,181 | -10,132 | $99,585 | MASTERCARD INC |
205,607 |
-3,161 |
$99,014 | MA | 205,607 | -3,161 | $99,014 | Eli Lilly & Co |
124,191 |
-9,487 |
$96,616 | LLY | 124,191 | -9,487 | $96,616 | Costco Wholesale Corp |
129,537 |
-43,386 |
$94,903 | COST | 129,537 | -43,386 | $94,903 | iShares ETFs USA (IJR) |
850,134 |
-33,321 |
$93,957 | IJR | 850,134 | -33,321 | $93,957 | PROGRESSIVE CP OH |
432,817 |
+618 |
$89,515 | PGR | 432,817 | +618 | $89,515 | Broadcom Inc |
56,179 |
-507 |
$74,460 | AVGO | 56,179 | -507 | $74,460 | TJX Cos Inc The |
669,097 |
-568,738 |
$67,860 | TJX | 669,097 | -568,738 | $67,860 | Home Depot Inc The |
165,136 |
-2,252 |
$63,346 | HD | 165,136 | -2,252 | $63,346 | Chevron Corp |
394,899 |
-7,098 |
$62,291 | CVX | 394,899 | -7,098 | $62,291 | O&apos Reilly Automotive Inc |
54,980 |
-33,487 |
$62,066 | ORLY | 54,980 | -33,487 | $62,066 | Meta Platforms Inc |
127,085 |
+1,357 |
$61,710 | META | 127,085 | +1,357 | $61,710 | Vanguard ETF USA (VEA) |
1,221,321 |
-14,525 |
$61,274 | VEA | 1,221,321 | -14,525 | $61,274 | Intuit Inc |
92,599 |
-10,607 |
$60,189 | INTU | 92,599 | -10,607 | $60,189 | iShares ETFs USA (QUAL) |
357,829 |
+15,494 |
$58,809 | QUAL | 357,829 | +15,494 | $58,809 | Johnson & Johnson |
333,730 |
-8,471 |
$52,793 | JNJ | 333,730 | -8,471 | $52,793 | iShares ETFs USA (IWR) |
623,867 |
+37,004 |
$52,461 | IWR | 623,867 | +37,004 | $52,461 | UnitedHealth Group Inc |
105,774 |
-24,755 |
$52,326 | UNH | 105,774 | -24,755 | $52,326 | Exxon Mobil Corp |
418,716 |
-23,357 |
$48,672 | XOM | 418,716 | -23,357 | $48,672 | Walmart Inc |
807,622 |
+563,454 |
$48,595 | WMT | 807,622 | +563,454 | $48,595 | Procter & Gamble Co The |
292,141 |
-34,302 |
$47,400 | PG | 292,141 | -34,302 | $47,400 | Eaton Corp PLC |
150,098 |
-19,779 |
$46,933 | ETN | 150,098 | -19,779 | $46,933 | VISA INC |
155,782 |
-160,754 |
$43,476 | V | 155,782 | -160,754 | $43,476 | NEXTERA ENERGY |
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$42,519 | NEE | 665,227 | -5,003 | $42,515 | NEE.PRR | 105 | +105 | $4 | ISHARES (IWM) |
196,962 |
-6,219 |
$41,421 | IWM | 196,962 | -6,219 | $41,421 | Linde PLC |
88,853 |
-26,372 |
$41,256 | LIN | 88,853 | -26,372 | $41,256 | PEPSICO INC |
229,690 |
-2,688 |
$40,198 | PEP | 229,690 | -2,688 | $40,198 | MCDONALD&apos S CORP |
139,752 |
-34,183 |
$39,403 | MCD | 139,752 | -34,183 | $39,403 | VANGUARD ETF USA (VTI) |
146,415 |
-235,930 |
$38,053 | VTI | 146,415 | -235,930 | $38,053 | Accenture PLC |
107,498 |
-629 |
$37,260 | ACN | 107,498 | -629 | $37,260 | Merck & Co Inc |
280,266 |
+24,287 |
$36,981 | MRK | 280,266 | +24,287 | $36,981 | PARKER HANNIFIN |
59,115 |
-167 |
$32,856 | PH | 59,115 | -167 | $32,856 | Union Pacific Corp |
129,597 |
-7,117 |
$31,872 | UNP | 129,597 | -7,117 | $31,872 | Lamb Weston Holdings Inc |
288,682 |
+113 |
$30,753 | LW | 288,682 | +113 | $30,753 | Alphabet Inc |
201,806 |
-242,999 |
$30,727 | GOOG | 201,806 | -242,999 | $30,727 | TEXAS INSTRUMENTS |
174,897 |
-12,986 |
$30,469 | TXN | 174,897 | -12,986 | $30,469 | IDEXX Laboratories Inc |
56,191 |
-223,228 |
$30,339 | IDXX | 56,191 | -223,228 | $30,339 | BK OF AMERICA CORP |
797,401 |
-16,738 |
$30,237 | BAC | 797,401 | -16,738 | $30,237 | Abbott Laboratories |
263,929 |
-10,079 |
$29,998 | ABT | 263,929 | -10,079 | $29,998 |
See Full List: All Stocks Held By UMB Bank n.a.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By UMB Bank n.a.
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