Institutional manager
UMB Bank, n.a.
Holds positions in 487 of the S&P 500, worth $4.39bn as reported for the quarter ended 31-mar-2026.
Positions held487of 488 index companies covered
Reported value$4.39bnS&P 500 positions only
Top ten weight40%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 487 held. The rest are smaller than every one of these.
Apple Inc.AAPL1.2m$307mInformation TechnologyAlphabet Inc. (Class A)GOOGL851,859$245mCommunication ServicesNvidiaNVDA1.3m$232mInformation TechnologyMicrosoftMSFT516,618$191mInformation TechnologyBerkshire HathawayBRK.B164,610$183mFinancialsAmazonAMZN729,701$152mConsumer DiscretionaryBroadcomAVGO473,588$147mInformation TechnologyJPMorgan ChaseJPM437,638$129mFinancialsJohnson & JohnsonJNJ367,699$90mHealth CareCostcoCOST88,440$88mConsumer StaplesProgressive CorporationPGR431,450$86mFinancialsChevron CorporationCVX379,258$78mEnergyWalmartWMT626,291$78mConsumer StaplesTJX CompaniesTJX478,857$76mConsumer DiscretionaryLilly (Eli)LLY77,979$72mHealth CareState Street CorporationSTT876,800$70mFinancialsMeta PlatformsMETA120,478$69mCommunication ServicesExxonMobilXOM398,629$68mEnergyMastercardMA108,704$54mFinancialsTesla, Inc.TSLA145,145$54mConsumer DiscretionaryHome Depot (The)HD161,783$53mConsumer DiscretionaryCaterpillar Inc.CAT68,895$49mIndustrialsVisa Inc.V150,128$45mFinancialsNextEra EnergyNEE469,444$44mUtilitiesLinde plcLIN84,405$42mMaterialsO'Reilly AutomotiveORLY449,410$41mConsumer DiscretionaryProcter & GamblePG284,840$41mConsumer StaplesMcDonald'sMCD131,513$41mConsumer DiscretionaryAmphenolAPH319,514$40mInformation TechnologyEaton CorporationETN112,214$40mIndustrialsParker HannifinPH44,223$40mIndustrialsBlackRockBLK38,891$37mFinancialsGE VernovaGEV42,141$37mIndustrialsBank of AmericaBAC723,806$35mFinancialsWelltowerWELL172,083$34mReal EstateRTX CorporationRTX166,332$32mIndustrialsAbbott LaboratoriesABT299,507$31mHealth CareTexas InstrumentsTXN150,417$29mInformation TechnologyUnion Pacific CorporationUNP117,589$29mIndustrialsNetflixNFLX294,535$28mCommunication ServicesMorgan StanleyMS166,037$27mFinancialsAbbVieABBV122,095$27mHealth CareMedtronicMDT293,491$25mHealth CareDuke EnergyDUK176,924$23mUtilitiesRollins, Inc.ROL415,361$22mIndustrialsCME GroupCME73,809$22mFinancialsCoca-Cola Company (The)KO279,259$21mConsumer StaplesPalo Alto NetworksPANW127,587$20mInformation TechnologyOracle CorporationORCL137,469$20mInformation TechnologyGE AerospaceGE70,256$20mIndustrialsServiceNowNOW167,445$18mInformation TechnologyEcolabECL65,303$17mMaterialsAdvanced Micro DevicesAMD85,337$17mInformation TechnologyRegions Financial CorporationRF661,901$17mFinancialsThermo Fisher ScientificTMO34,934$17mHealth CareIntuitive SurgicalISRG34,060$16mHealth CarePalantir TechnologiesPLTR106,680$16mInformation TechnologyGilead SciencesGILD108,132$15mHealth CareAmgenAMGN42,686$15mHealth CareEQT CorporationEQT235,106$15mEnergy
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.