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 | $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 | $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 | $29,998 |
See Full List: All Stocks Held By UMB Bank n.a.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By UMB Bank n.a.
Size ($ 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 |