undamentalytics Newsletter

Commerce Bancshares Inc: which funds bought and sold

Institutions that bought and sold Commerce Bancshares shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 257 institutions that filed 13F reports for both quarters added to or opened positions in Commerce Bancshares, and 196 cut or closed them. Together they added a net 3.3M shares, +3.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 4.9M shares (+23.1%); index fund managers were net buyers of 751K shares (+1.8%). 79 opened a new position and 50 sold out entirely.

Bought, Q2 2026 257 institutions, 79 of them new holders Sold, Q2 2026 196 institutions, 50 of them sold out
Net change, all compared +3.3M shares (+3.1%)
Net change, active managers +4.9M shares (+23.1%), 23 bought, 25 sold

Buyers versus sellers

institutions compared, 547
Active managers and hedge funds 23 bought · 25 sold · +4.9M
Index fund managers 9 bought · 3 sold · +751K
Other institutions 225 bought · 168 sold · −2.3M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
AQR Capital Management LLC Hedge fund +4.7M +251.2% 6.5M $378M
Citadel Advisors LLC Hedge fund +1.3M +177.5% 2.1M $120M
Balyasny Asset Management L.P. Hedge fund +992K +699.8% 1.1M $65.5M
Alyeska Investment Group, L.P. Hedge fund +563K New position 563K $32.5M
Arrowstreet Capital, Limited Partnership Hedge fund +531K +86.8% 1.1M $66M
Bank Of America Corp +411K +39.8% 1.4M $83.3M
Goldman Sachs Group Inc +333K +44.1% 1.1M $62.8M
Victory Capital Management Inc Active manager +291K +23.0% 1.6M $89.9M
State Street Corp Index funds +287K +4.1% 7.4M $425M
Nuveen, LLC +230K +92.1% 480K $27.7M
Dimensional Fund Advisors LP +222K +5.6% 4.2M $241M
Vanguard Portfolio Management LLC Index funds +220K +2.5% 9.0M $521M
Two Sigma Investments, LP Hedge fund +214K +43.9% 702K $40.5M
FMR LLC Active manager +201K +370.6% 255K $14.7M
Boston Trust Walden Corp +180K +9.3% 2.1M $122M
Mariner, LLC +177K +126.6% 317K $18.3M
Blackrock, Inc. Index funds +150K +1.2% 13.1M $756M
Ieq Capital, LLC +124K New position 124K $7.2M
UBS Group AG +121K +9.3% 1.4M $82.3M
Cerity Partners LLC +105K +143.0% 179K $10.3M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Commerce Bank −1.5M −21.9% 5.5M $316M
Champlain Investment Partners, LLC Active manager −1.3M −57.1% 972K $56.1M
Strategic Value Bank Partners LLC −713K Sold out 0 —
Qube Research & Technologies Ltd Hedge fund −591K Sold out 0 —
Cooke & Bieler LP Active manager −414K −41.2% 591K $34.1M
First Trust Advisors LP −357K −13.7% 2.3M $130M
Basswood Capital Management, L.L.C. −293K Sold out 0 —
American Century Companies Inc Active manager −286K −4.6% 5.9M $343M
Morgan Stanley −280K −12.2% 2.0M $116M
D. E. Shaw & Co., Inc. Hedge fund −260K −38.6% 414K $23.9M
Jpmorgan Chase & Co −259K −16.1% 1.4M $79M
Ameriprise Financial Inc −249K −62.5% 150K $8.7M
Voloridge Investment Management, LLC Hedge fund −237K −51.1% 227K $13.1M
Schonfeld Strategic Advisors LLC Hedge fund −228K −97.4% 6,163 $355,913
Millennium Management LLC Hedge fund −209K −32.2% 440K $25.4M
Janney Montgomery Scott LLC −189K −94.5% 11K $642,000
Exoduspoint Capital Management, LP Hedge fund −177K Sold out 0 —
Verition Fund Management LLC Hedge fund −160K Sold out 0 —
Wells Fargo & Company −129K −6.3% 1.9M $112M
Mattern Capital Management, LLC −128K −79.0% 34K $2M

New positions

largest by value
InstitutionSharesValue June 30, 2026
Alyeska Investment Group, L.P.Hedge fund 563K $32.5M
Ieq Capital, LLC 124K $7.2M
Freestone Grove Partners LPHedge fund 77K $4.5M
AGF Management Ltd 57K $3.3M
Algert Global LLCHedge fund 56K $3.2M
Dark Forest Capital Management LP 52K $3M
HRT Financial LP 42K $2.4M
Jain Global LLCHedge fund 27K $1.6M
Zurich Insurance Group Ltd 26K $1.5M
111 Capital 26K $1.5M

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Strategic Value Bank Partners LLC 713K $35.1M
Qube Research & Technologies LtdHedge fund 591K $29.1M
Basswood Capital Management, L.L.C. 293K $14.4M
Exoduspoint Capital Management, LPHedge fund 177K $8.7M
Verition Fund Management LLCHedge fund 160K $7.9M
Banc Funds Co LLC 87K $4.3M
Quantbot Technologies LPHedge fund 87K $4.3M
Bayview Asset Management, LLC 85K $4.2M
Axq Capital, LP 82K $4.1M
Jacobs Asset Management, LLC 63K $3.1M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
505
Ten largest holders
57.8%
of 13F-reported shares
Index fund managers
39.4%
of 13F-reported shares
Active managers and hedge funds
23.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 23 25 6 8 +4.9M +23.1%
Index fund managers 9 3 0 0 +751K +1.8%
Other institutions 225 168 73 42 −2.3M −5.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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