UB
UMB Bank, n.a.
13F filer · CIK 0000933429Reported Aug 13, 2026
13F portfolio value$7.9BU.S. long equity reported on 13F
Positions1,963Not reported new · Not reported closed
Net flow last quarterNot reportedBuys minus sells
Top 10 positions weight30.3%Concentration
Holdings
13F · last 4 quarters freeScroll for earlier quarters
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026Reported Aug 13, 20261,963 positions | |||||
| $667M | 8.45% | 6.16% | -1.0% | Q2 2013 | |
| $336M | 4.25% | 0.01% | -4.1% | Q2 2013 | |
| $263M | 3.34% | 0.01% | -1.1% | Q4 2015 | |
| $252M | 3.19% | 0.01% | -2.0% | Q3 2015 | |
| $191M | 2.42% | 0.01% | -0.9% | Q2 2013 | |
| $177M | 2.24% | 0.01% | -1.3% | Q1 2018 | |
| $172M | 2.18% | 0.01% | -1.1% | Q2 2013 | |
| $127M | 1.61% | 0.01% | -11.1% | Q2 2013 | |
| $109M | 1.38% | Not reported | Not reported | Q4 2021 | |
| $94.3M | 1.19% | 0.07% | +0.1% | Q3 2015 | |
| $92.8M | 1.18% | 0.02% | -0.6% | Q2 2013 | |
| $91.8M | 1.16% | 0.01% | -1.9% | Q2 2013 | |
| $81.6M | 1.03% | 0.02% | -1.4% | Q2 2013 | |
| $80.7M | 1.02% | Not reported | -2.0% | Q2 2013 | |
| $74.8M | 0.95% | 0.04% | +3.1% | Q2 2013 | |
| $72.5M | 0.92% | 0.01% | -1.1% | Q2 2013 | |
| $69.7M | 0.88% | 0.01% | -1.7% | Q2 2013 | |
| $67.4M | 0.85% | Not reported | -0.7% | Q4 2014 | |
| $60.4M | 0.77% | 0.00% | -1.1% | Q2 2013 | |
| $55.7M | 0.71% | 0.03% | -1.2% | Q4 2021 | |
| $54.5M | 0.69% | 0.02% | -13.3% | Q2 2013 | |
| $53.9M | 0.68% | 0.01% | -1.1% | Q2 2013 | |
| $53.9M | 0.68% | 0.02% | +8.9% | Q2 2024 | |
| $52.4M | 0.66% | 0.01% | -6.1% | Q2 2013 | |
| $51.1M | 0.65% | 0.01% | -10.4% | Q2 2013 | |
| $50.2M | 0.64% | 0.03% | +5.0% | Q1 2018 | |
| $49.5M | 0.63% | 0.01% | -0.2% | Q4 2021 | |
| $48.1M | 0.61% | 0.01% | -6.7% | Q4 2015 | |
| $46.3M | 0.59% | Not reported | -1.0% | Q3 2015 | |
| $44M | 0.56% | 0.02% | -1.9% | Q2 2013 | |
| $43.2M | 0.55% | 0.02% | -1.4% | Q4 2021 | |
| $42.9M | 0.54% | 0.02% | -1.3% | Q3 2021 | |
| $41.5M | 0.53% | 0.01% | -0.7% | Q2 2013 | |
| $41.4M | 0.52% | 0.02% | +0.4% | Q2 2013 | |
| $40.7M | 0.51% | 0.01% | -1.4% | Q2 2013 | |
| $39.9M | 0.51% | 0.05% | -3.6% | Q2 2013 | |
| $38.2M | 0.48% | 0.02% | -2.1% | Q1 2017 | |
| $38.1M | 0.48% | 0.00% | +0.1% | Q2 2021 | |
| $36.7M | 0.47% | 0.02% | -1.8% | Q3 2014 | |
| $34.6M | 0.44% | 0.02% | -2.5% | Q2 2013 | |
| $33.4M | 0.42% | 0.01% | -3.8% | Q1 2014 | |
| $32.8M | 0.42% | 0.03% | -24.1% | Q4 2021 | |
| $31.8M | 0.40% | 0.02% | -0.4% | Q2 2013 | |
| $30.3M | 0.38% | 0.01% | -1.2% | Q2 2013 | |
| $29.2M | 0.37% | 0.01% | -2.0% | Q3 2013 | |
| $27M | 0.34% | 0.02% | +99.1% | Q4 2018 | |
| $26.4M | 0.33% | 0.01% | -16.4% | Q2 2020 | |
| $26.3M | 0.33% | 0.02% | -3.1% | Q2 2013 | |
| $26.2M | 0.33% | 0.01% | -0.2% | Q3 2021 | |
| $25.4M | 0.32% | 0.00% | -0.9% | Q4 2021 | |
| Q1 2026Reported May 11, 20261,963 positions | |||||
| $533M | 7.44% | 6.22% | Not reported | Q2 2013 | |
| $307M | 4.29% | 0.01% | Not reported | Q2 2013 | |
| $232M | 3.24% | 0.01% | Not reported | Q4 2015 | |
| $207M | 2.89% | 0.01% | Not reported | Q3 2015 | |
| $191M | 2.67% | 0.01% | Not reported | Q2 2013 | |
| $152M | 2.12% | 0.01% | Not reported | Q2 2013 | |
| $147M | 2.05% | 0.01% | Not reported | Q1 2018 | |
| $129M | 1.80% | 0.02% | Not reported | Q2 2013 | |
| $104M | 1.45% | Not reported | Not reported | Q4 2021 | |
| $89.9M | 1.25% | 0.02% | Not reported | Q2 2013 | |
| $88.1M | 1.23% | 0.02% | Not reported | Q2 2013 | |
| $85.5M | 1.19% | 0.07% | Not reported | Q3 2015 | |
| $78.8M | 1.10% | Not reported | Not reported | Q2 2013 | |
| $78.5M | 1.10% | 0.02% | Not reported | Q2 2013 | |
| $77.8M | 1.09% | 0.01% | Not reported | Q2 2013 | |
| $76.5M | 1.07% | 0.04% | Not reported | Q2 2013 | |
| $71.7M | 1.00% | 0.01% | Not reported | Q2 2013 | |
| $68.9M | 0.96% | Not reported | Not reported | Q4 2014 | |
| $67.6M | 0.94% | 0.01% | Not reported | Q2 2013 | |
| $54.3M | 0.76% | 0.01% | Not reported | Q2 2013 | |
| $54M | 0.75% | 0.00% | Not reported | Q2 2013 | |
| $53.2M | 0.74% | 0.02% | Not reported | Q2 2013 | |
| $48.8M | 0.68% | 0.02% | Not reported | Q2 2013 | |
| $45.4M | 0.63% | 0.01% | Not reported | Q4 2015 | |
| $43.6M | 0.61% | 0.02% | Not reported | Q2 2013 | |
| $41.8M | 0.58% | 0.02% | Not reported | Q4 2021 | |
| $41.5M | 0.58% | 0.05% | Not reported | Q2 2013 | |
| $41.1M | 0.57% | 0.01% | Not reported | Q2 2013 | |
| $40.9M | 0.57% | 0.02% | Not reported | Q2 2013 | |
| $40.4M | 0.56% | 0.03% | Not reported | Q4 2021 | |
| $40.1M | 0.56% | 0.03% | Not reported | Q1 2018 | |
| $39.6M | 0.55% | 0.04% | Not reported | Q4 2021 | |
| $38M | 0.53% | Not reported | Not reported | Q3 2015 | |
| $37.4M | 0.52% | 0.03% | Not reported | Q3 2014 | |
| $36.8M | 0.51% | 0.02% | Not reported | Q2 2024 | |
| $35.3M | 0.49% | 0.01% | Not reported | Q2 2013 | |
| $34M | 0.47% | 0.02% | Not reported | Q1 2017 | |
| $32.1M | 0.45% | 0.01% | Not reported | Q2 2020 | |
| $30.8M | 0.43% | 0.02% | Not reported | Q2 2013 | |
| $29.2M | 0.41% | 0.02% | Not reported | Q2 2013 | |
| $28.5M | 0.40% | 0.02% | Not reported | Q2 2013 | |
| $28.3M | 0.40% | 0.01% | Not reported | Q4 2016 | |
| $27.3M | 0.38% | 0.01% | Not reported | Q1 2014 | |
| $26.6M | 0.37% | 0.01% | Not reported | Q2 2013 | |
| $25.7M | 0.36% | 0.02% | Not reported | Q2 2013 | |
| $25.4M | 0.36% | 0.02% | Not reported | Q2 2013 | |
| DEDUKDuke Energy CORP | $23.2M | 0.32% | 0.02% | Not reported | Q2 2013 |
| $22.2M | 0.31% | 0.09% | Not reported | Q4 2021 | |
| $21.8M | 0.30% | 0.02% | Not reported | Q2 2013 | |
| $21.7M | 0.30% | 0.03% | Not reported | Q4 2015 | |
| Q3 2025Reported Nov 4, 20251,900 positions | |||||
| $511M | 7.52% | 5.68% | -0.9% | Q2 2013 | |
| $303M | 4.45% | 0.01% | -1.5% | Q2 2013 | |
| $257M | 3.79% | 0.01% | -1.0% | Q2 2013 | |
| $255M | 3.75% | 0.01% | -1.1% | Q4 2015 | |
| $171M | 2.51% | 0.01% | -1.4% | Q3 2015 | |
| $158M | 2.33% | 0.01% | -0.9% | Q1 2018 | |
| $145M | 2.14% | 0.01% | -0.9% | Q2 2013 | |
| $138M | 2.03% | Not reported | -13.7% | Q4 2021 | |
| $132M | 1.94% | 0.02% | -1.0% | Q2 2013 | |
| $107M | 1.57% | 0.07% | 0.0% | Q3 2015 | |
| $91.2M | 1.34% | Not reported | -0.1% | Q4 2014 | |
| $81.3M | 1.20% | 0.02% | -1.1% | Q2 2013 | |
| $69.9M | 1.03% | Not reported | -0.2% | Q2 2013 | |
| $69.8M | 1.03% | 0.04% | -0.4% | Q2 2013 | |
| $67.3M | 0.99% | 0.01% | -1.9% | Q2 2013 | |
| $66.2M | 0.97% | 0.00% | -1.1% | Q2 2013 | |
| $65M | 0.96% | 0.02% | -1.5% | Q2 2013 | |
| $63.2M | 0.93% | 0.01% | +7.3% | Q2 2013 | |
| $62.8M | 0.92% | 0.01% | -0.8% | Q2 2013 | |
| $60.9M | 0.90% | 0.01% | -9.2% | Q2 2013 | |
| $55M | 0.81% | 0.02% | -2.9% | Q2 2013 | |
| $54.1M | 0.80% | 0.01% | -10.8% | Q4 2015 | |
| $49.2M | 0.72% | 0.01% | +0.1% | Q2 2013 | |
| $49.1M | 0.72% | 0.05% | -0.8% | Q2 2013 | |
| $46.9M | 0.69% | 0.03% | -0.6% | Q4 2021 | |
| $44.7M | 0.66% | 0.01% | -2.2% | Q2 2013 | |
| $42.5M | 0.63% | 0.01% | -1.2% | Q2 2013 | |
| $41.4M | 0.61% | 0.02% | -0.3% | Q4 2021 | |
| $41.4M | 0.61% | 0.02% | -1.2% | Q2 2013 | |
| $41.1M | 0.61% | 0.02% | -1.3% | Q3 2014 | |
| $40M | 0.59% | 0.01% | +1.5% | Q4 2016 | |
| $39.1M | 0.58% | 0.02% | -1.6% | Q2 2013 | |
| $38.4M | 0.57% | 0.03% | -0.4% | Q1 2018 | |
| $37.1M | 0.55% | 0.01% | -1.3% | Q2 2013 | |
| $35.9M | 0.53% | 0.02% | -1.4% | Q2 2013 | |
| $33.4M | 0.49% | 0.03% | -0.5% | Q4 2021 | |
| $32.1M | 0.47% | 0.03% | -11.3% | Q1 2017 | |
| $30.4M | 0.45% | Not reported | +2.7% | Q3 2015 | |
| $29.2M | 0.43% | 0.02% | -2.6% | Q2 2013 | |
| $26.9M | 0.40% | 0.02% | -0.5% | Q2 2013 | |
| $26.4M | 0.39% | 0.01% | -3.9% | Q1 2014 | |
| $25.6M | 0.38% | 0.01% | -0.6% | Q2 2013 | |
| $25.4M | 0.37% | 0.01% | -2.7% | Q2 2013 | |
| $23.7M | 0.35% | 0.01% | -0.3% | Q2 2013 | |
| $23.6M | 0.35% | 0.02% | +0.6% | Q2 2013 | |
| $23.5M | 0.35% | 0.01% | -1.6% | Q4 2021 | |
| DEDUKDuke Energy CORP | $22.9M | 0.34% | 0.02% | -1.1% | Q2 2013 |
| $22.6M | 0.33% | Not reported | Not reported | Q4 2021 | |
| $22.1M | 0.32% | 0.01% | -2.5% | Q2 2013 | |
| $20.6M | 0.30% | 0.01% | -4.1% | Q2 2020 | |
| Q2 2025Reported Jul 11, 20251,885 positions | |||||
| $458M | 7.13% | 5.73% | -1.0% | Q2 2013 | |
| $250M | 3.89% | 0.01% | -1.8% | Q2 2013 | |
| $247M | 3.86% | 0.01% | -8.6% | Q2 2013 | |
| $218M | 3.40% | 0.01% | -1.3% | Q4 2015 | |
| $155M | 2.41% | Not reported | Not reported | Q4 2021 | |
| $146M | 2.28% | 0.01% | -6.2% | Q2 2013 | |
| $133M | 2.08% | 0.01% | -1.9% | Q1 2018 | |
| $126M | 1.96% | 0.01% | -8.5% | Q3 2015 | |
| $123M | 1.91% | 0.02% | -2.6% | Q2 2013 | |
| $115M | 1.79% | 0.07% | 0.0% | Q3 2015 | |
| $91.8M | 1.43% | Not reported | -11.4% | Q4 2014 | |
| $87.9M | 1.37% | 0.02% | -2.5% | Q2 2013 | |
| $68.5M | 1.07% | 0.01% | -2.6% | Q2 2013 | |
| $67.8M | 1.06% | 0.01% | -1.5% | Q2 2013 | |
| $67.6M | 1.05% | Not reported | -7.2% | Q2 2013 | |
| $63M | 0.98% | 0.01% | +8.7% | Q4 2015 | |
| $60.1M | 0.94% | 0.01% | -2.4% | Q2 2013 | |
| $59.9M | 0.93% | 0.04% | +0.2% | Q2 2013 | |
| $59.7M | 0.93% | 0.02% | -1.7% | Q2 2013 | |
| $52.2M | 0.81% | 0.02% | -1.7% | Q2 2013 | |
| $48.5M | 0.76% | 0.01% | +0.3% | Q2 2013 | |
| $47.8M | 0.74% | 0.00% | -1.7% | Q2 2013 | |
| $44.6M | 0.70% | 0.01% | -3.9% | Q2 2013 | |
| $44.1M | 0.69% | 0.01% | -3.1% | Q4 2016 | |
| $43.7M | 0.68% | 0.01% | -1.0% | Q2 2013 | |
| $42.5M | 0.66% | 0.02% | +1.6% | Q2 2013 | |
| $41.4M | 0.65% | 0.05% | -1.2% | Q2 2013 | |
| $41M | 0.64% | 0.02% | +7.5% | Q4 2021 | |
| $38.3M | 0.60% | 0.01% | -18.6% | Q2 2013 | |
| $38.3M | 0.60% | 0.02% | -0.5% | Q2 2013 | |
| $37.6M | 0.59% | 0.03% | +15.5% | Q4 2021 | |
| $37.5M | 0.58% | 0.02% | -0.9% | Q3 2014 | |
| $36.8M | 0.57% | 0.03% | -2.7% | Q1 2018 | |
| $34.5M | 0.54% | 0.01% | -1.3% | Q2 2013 | |
| $33.8M | 0.53% | 0.02% | -0.7% | Q2 2013 | |
| $33.4M | 0.52% | 0.02% | -3.0% | Q2 2013 | |
| $31.2M | 0.49% | 0.03% | -8.9% | Q1 2017 | |
| $30.9M | 0.48% | 0.03% | +0.5% | Q4 2021 | |
| $30.1M | 0.47% | 0.01% | -3.4% | Q2 2013 | |
| $28.9M | 0.45% | 0.01% | +43.7% | Q2 2013 | |
| $26.3M | 0.41% | 0.02% | -0.6% | Q2 2013 | |
| $26M | 0.40% | 0.04% | -0.4% | Q2 2013 | |
| $24.4M | 0.38% | 0.01% | -3.6% | Q1 2014 | |
| DEDUKDuke Energy CORP | $22.1M | 0.34% | 0.02% | -1.2% | Q2 2013 |
| $21.5M | 0.34% | Not reported | -3.9% | Q3 2015 | |
| $21.4M | 0.33% | 0.01% | -3.0% | Q1 2018 | |
| $21.2M | 0.33% | 0.01% | -18.4% | Q2 2013 | |
| $20.5M | 0.32% | 0.02% | +1.5% | Q2 2013 | |
| $19.6M | 0.31% | 0.01% | -1.2% | Q4 2018 | |
| $19.2M | 0.30% | 0.01% | -3.8% | Q3 2021 | |
Premium opens every quarter this fund has filed