Filing Research | CBSH - COMMERCE BANCSHARES INC Institutional Holdings

Snapshot holdings

50 / 107 loaded

#		Instrument	quantity
1	Boston Trust Walden Corp	Shares	2.1MSH	$122.1M
2	Arbejdsmarkedets Tillaegspension	Shares	529.2KSH	$30.6M
3	River Road Asset Management, LLC	Shares	340.0KSH	$19.6M
4	Vest Financial, LLC	Shares	101.1KSH	$5.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	107.8KSH	$5.7M
6	Clark & Stuart, Inc	Shares	83.4KSH	$4.8M
7	Stonebridge Financial Group, LLC	Shares	81.3KSH	$4.7M
8	ATWOOD & PALMER INC	Shares	71.3KSH	$4.1M
9	Police & Firemen's Retirement System of New Jersey	Shares	62.1KSH	$3.6M
10	Plancorp, LLC	Shares	54.2KSH	$3.2M
11	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	44.6KSH	$2.6M
12	SALZHAUER MICHAEL	Shares	42.9KSH	$2.5M
13	Louisiana State Employees Retirement System	Shares	39.7KSH	$2.3M
14	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	37.5KSH	$2.2M
15	Y-Intercept (Hong Kong) Ltd	Shares	34.1KSH	$2.0M
16	MATTERN CAPITAL MANAGEMENT, LLC	Shares	34.1KSH	$2.0M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	32.5KSH	$1.9M
18	Diversified Trust Co	Shares	31.4KSH	$1.8M
19	Merit Financial Group, LLC	Shares	23.9KSH	$1.4M
20	PFW Advisors LLC	Shares	21.1KSH	$1.2M
21	Apollon Wealth Management, LLC	Shares	17.6KSH	$1.0M
22	EverSource Wealth Advisors, LLC	Shares	15.1KSH	$869.4K
23	Cornerstone Wealth Management, LLC	Shares	14.5KSH	$835.0K
24	BENJAMIN EDWARDS INC	Shares	12.8KSH	$739.5K
25	WADDELL & ASSOCIATES, LLC	Shares	12.5KSH	$722.3K
26	Sequoia Financial Advisors, LLC	Shares	12.2KSH	$703.9K
27	FULTON BANK, N.A.	Shares	11.8KSH	$679.0K
28	CLARK FINANCIAL SERVICES GROUP INC /BD	Shares	11.1KSH	$642.5K
29	Syntegra Private Wealth Group, LLC	Shares	10.7KSH	$619.3K
30	SECURIAN ASSET MANAGEMENT, INC	Shares	10.0KSH	$591.3K
31	NorthCrest Asset Manangement, LLC	Shares	9.7KSH	$563.0K
32	Farther Finance Advisors, LLC	Shares	8.7KSH	$501.5K
33	ISTHMUS PARTNERS, LLC	Shares	8.4KSH	$485.2K
34	CALIBER WEALTH MANAGEMENT, LLC / KS	Shares	8.2KSH	$473.6K
35	Crossmark Global Holdings, Inc.	Shares	8.1KSH	$465.6K
36	COOKSON PEIRCE & CO INC	Shares	7.7KSH	$446.5K
37	CLARIS ADVISORS, LLC / MO /	Shares	7.5KSH	$434.7K
38	Wealth Alliance Advisory Group, LLC	Shares	7.0KSH	$403.9K
39	THOMAS STORY & SON LLC	Shares	7.0KSH	$403.6K
40	Prospera Financial Services Inc	Shares	6.8KSH	$394.3K
41	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	6.6KSH	$379.1K
42	First Bank & Trust	Shares	6.2KSH	$358.3K
43	CWA Asset Management Group, LLC	Shares	6.1KSH	$350.3K
44	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	5.2KSH	$302.7K
45	CAPITAL ADVISORS INC/OK	Shares	5.1KSH	$293.9K
46	MISSION WEALTH MANAGEMENT, LP	Shares	5.0KSH	$287.3K
47	Trust Point Inc.	Shares	4.9KSH	$284.1K
48	Waldron Private Wealth LLC	Shares	4.9KSH	$281.9K
49	Fifth Third Wealth Advisors LLC	Shares	4.6KSH	$265.0K
50	Elser Financial Planning, Inc	Shares	4.5KSH	$261.7K

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Manager changes2026-06-30 vs 2026-03-31

50 / 112 loaded

#		Instrument
1	Boston Trust Walden Corp added	Shares	+179.9K	+$26.9M	$122.1M
2	Arbejdsmarkedets Tillaegspension added	Shares	+6.1K	+$4.8M	$30.6M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+86.5K	+$4.7M	$5.7M
4	River Road Asset Management, LLC added	Shares	+112	+$2.9M	$19.6M
5	Merit Financial Group, LLC added	Shares	+16.3K	+$1.0M	$1.4M
6	Stonebridge Financial Group, LLC added	Shares	+3.4K	+$863.9K	$4.7M
7	Clark & Stuart, Inc trimmed	Shares	-578	+$684.2K	$4.8M
8	Police & Firemen's Retirement System of New Jersey added	Shares	+2.5K	+$654.2K	$3.6M
9	CLARK FINANCIAL SERVICES GROUP INC /BD new	Shares	+11.1K	+$642.5K	$642.5K
10	ATWOOD & PALMER INC trimmed	Shares	-500	+$584.9K	$4.1M
11	NorthCrest Asset Manangement, LLC new	Shares	+9.7K	+$563.0K	$563.0K
12	Sequoia Financial Advisors, LLC added	Shares	+8.1K	+$501.6K	$703.9K
13	WADDELL & ASSOCIATES, LLC added	Shares	+7.9K	+$498.0K	$722.3K
14	Plancorp, LLC trimmed	Shares	-5	+$434.2K	$3.2M
15	SALZHAUER MICHAEL added	Shares	+100	+$371.9K	$2.5M
16	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-627	+$350.4K	$2.6M
17	Louisiana State Employees Retirement System unchanged	Shares	0	+$339.4K	$2.3M
18	MISSION WEALTH MANAGEMENT, LP new	Shares	+5.0K	+$287.3K	$287.3K
19	Waldron Private Wealth LLC new	Shares	+4.9K	+$281.9K	$281.9K
20	EverSource Wealth Advisors, LLC added	Shares	+2.7K	+$261.3K	$869.4K
21	Apollon Wealth Management, LLC added	Shares	+2.0K	+$247.5K	$1.0M
22	Kesler, Norman & Wride, LLC new	Shares	+3.9K	+$227.7K	$227.7K
23	Sound Stewardship, LLC new	Shares	+3.9K	+$226.3K	$226.3K
24	MBL Wealth, LLC new	Shares	+3.8K	+$217.5K	$217.5K
25	FULTON BANK, N.A. added	Shares	+2.1K	+$204.1K	$679.0K
26	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.7K	+$186.3K	$2.2M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.9K	+$184.9K	$1.9M
28	Diversified Trust Co trimmed	Shares	-2.0K	+$167.7K	$1.8M
29	PFW Advisors LLC trimmed	Shares	-428	+$159.1K	$1.2M
30	BENJAMIN EDWARDS INC added	Shares	+978	+$157.6K	$739.5K
31	Farther Finance Advisors, LLC added	Shares	+1.2K	+$133.8K	$501.5K
32	IFP Advisors, Inc added	Shares	+2.1K	+$123.2K	$125.9K
33	ISTHMUS PARTNERS, LLC added	Shares	+703	+$106.4K	$485.2K
34	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-103	+$94.3K	$591.3K
35	Curated Wealth Partners LLC new	Shares	+75.9K	+$93.7K	$93.7K
36	COOKSON PEIRCE & CO INC added	Shares	+520	+$91.7K	$446.5K
37	Cornerstone Wealth Management, LLC trimmed	Shares	-722	+$88.1K	$835.0K
38	Syntegra Private Wealth Group, LLC trimmed	Shares	-116	+$86.0K	$619.3K
39	True Wealth Design, LLC added	Shares	+1.5K	+$85.8K	$92.2K
40	CALIBER WEALTH MANAGEMENT, LLC / KS added	Shares	+38	+$72.0K	$473.6K
41	Crossmark Global Holdings, Inc. added	Shares	+1	+$68.9K	$465.6K
42	Trust Point Inc. added	Shares	+471	+$65.2K	$284.1K
43	CLARIS ADVISORS, LLC / MO / added	Shares	+2	+$64.5K	$434.7K
44	Wealth Alliance Advisory Group, LLC unchanged	Shares	0	+$59.8K	$403.9K
45	THOMAS STORY & SON LLC unchanged	Shares	0	+$59.8K	$403.6K
46	CWA Asset Management Group, LLC added	Shares	+29	+$53.3K	$350.3K
47	First Bank & Trust unchanged	Shares	0	+$53.0K	$358.3K
48	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+494	+$51.6K	$184.2K
49	CAPITAL ADVISORS INC/OK unchanged	Shares	0	+$43.5K	$293.9K
50	GAMMA Investing LLC added	Shares	+540	+$42.8K	$109.7K

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