Commerce Bancshares Inc (CBSH) Smart Money Holdings (13F, Q2 2026)

CBSH ranks #1158 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

CBSH is a disclosed holding of Cliff Asness (AQR Capital Management), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

511 institutions disclose a position in CBSH, but none treat it as a major bet — even Speece Thorson Capital Group Inc, its most concentrated holder, allocates just 4.1% of its own portfolio to it.

Wealth Enhancement Advisory Services, LLC has added to its CBSH position for two straight quarters, increasing it by $5.0M to reach $6.1M today.

Y-Intercept has trimmed its CBSH position for two straight quarters, cutting it by $2.7M while still holding $1.0M.

CBSH is up 0.2% today, and institutions have been net buyers of $971.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

CBSH posted net income of $583.6M over the trailing twelve months.

• Profitable — net income of $583.6M over the trailing twelve months
• Net income improved year over year, from $558.2M to $583.6M
• Generated $645.1M in positive operating cash flow
• Liabilities run 7.63x equity — a highly leveraged balance sheet worth noting