Who owns CBSH (CBSH)
Which tracked institutional funds hold CBSH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CBSH company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
70 tracked funds added or opened CBSH while 112 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CBSH’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CBSH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CBSH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 466 tracked filers holding CBSH, 242 increased or opened the position and 212 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CBSH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- VANGUARD PORTFOLIO MANAGEMENT LLC$433M
- VANGUARD CAPITAL MANAGEMENT LLC$306M
- VANGUARD FIDUCIARY TRUST CO$42M
- STRATEGIC VALUE BANK PARTNERS LLC$35M
- Point72 Asset Management, L.P.$30M
- River Road Asset Management, LLC$17M
Full exits 29
- VANGUARD GROUP INC$758M
- NFJ INVESTMENT GROUP, LLC$42M
- TUDOR INVESTMENT CORP ET AL$38M
- TWO SIGMA ADVISERS, LP$31M
- LAZARD ASSET MANAGEMENT LLC$18M
- Engineers Gate Manager LP$6M
Largest adds
- AMERICAN CENTURY COMPANIES INC$58M
- Champlain Investment Partners, LLC$53M
- COMMERCE BANK$49M
- DIMENSIONAL FUND ADVISORS LP$34M
- AQR CAPITAL MANAGEMENT LLC$24M
- Qube Research & Technologies Ltd$20M
Largest trims
- BlackRock, Inc.$61M
- STATE STREET CORP$35M
- Verition Fund Management LLC$25M
- CITADEL ADVISORS LLC$17M
- TWO SIGMA INVESTMENTS, LP$17M
- MILLENNIUM MANAGEMENT LLC$16M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 11,739,668 | $578M | 10.0% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 8,804,534 | $433M | 7.5% | 2026-Q1 |
| STATE STREET CORP trimmed | 7,066,546 | $348M | 6.0% | 2026-Q1 |
| COMMERCE BANK added | 7,010,289 | $345M | 6.0% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 6,226,145 | $306M | 5.3% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 6,223,791 | $306M | 5.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,943,247 | $194M | 3.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,975,298 | $146M | 2.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 2,610,223 | $128M | 2.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,292,802 | $113M | 2.0% | 2026-Q1 |
| Champlain Investment Partners, LLC added | 2,265,303 | $111M | 1.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,066,961 | $102M | 1.8% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 1,934,136 | $95M | 1.6% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,855,786 | $91M | 1.6% | 2026-Q1 |
| NORGES BANK trimmed | 1,449,394 | $90M | 1.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 1,613,100 | $78M | 1.3% | 2026-Q1 |
| UBS Group AG added | 1,304,581 | $64M | 1.1% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 1,266,818 | $62M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 1,235,309 | $61M | 1.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,195,579 | $59M | 1.0% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 1,034,726 | $51M | 0.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,032,011 | $51M | 0.9% | 2026-Q1 |
| COOKE & BIELER LP added | 1,005,226 | $49M | 0.9% | 2026-Q1 |
| Bank of New York Mellon Corp added | 999,394 | $49M | 0.9% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 851,624 | $42M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 754,695 | $37M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 747,841 | $37M | 0.6% | 2026-Q1 |
| STRATEGIC VALUE BANK PARTNERS LLC new | 712,590 | $35M | 0.6% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 674,301 | $33M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 648,886 | $32M | 0.6% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 612,630 | $30M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 612,159 | $30M | 0.5% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 591,090 | $29M | 0.5% | 2026-Q1 |
| Arbejdsmarkedets Tillaegspension added | 523,051 | $26M | 0.4% | 2026-Q1 |
| Mutual Advisors, LLC added | 492,702 | $24M | 0.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 488,068 | $24M | 0.4% | 2026-Q1 |
| ProShare Advisors LLC trimmed | 470,035 | $23M | 0.4% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 463,606 | $23M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 414,589 | $20M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 399,190 | $20M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 378,778 | $19M | 0.3% | 2026-Q1 |
| River Road Asset Management, LLC new | 339,850 | $17M | 0.3% | 2026-Q1 |
| SPEECE THORSON CAPITAL GROUP INC trimmed | 338,636 | $17M | 0.3% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 320,297 | $16M | 0.3% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 305,900 | $15M | 0.3% | 2026-Q1 |
| Creative Planning added | 302,857 | $15M | 0.3% | 2026-Q1 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. new | 292,802 | $14M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 281,210 | $14M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 255,598 | $13M | 0.2% | 2026-Q1 |
| Swiss National Bank added | 263,436 | $13M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 250,060 | $12M | 0.2% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC added | 249,224 | $12M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 244,402 | $12M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 238,216 | $12M | 0.2% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 235,243 | $12M | 0.2% | 2026-Q1 |
| Schonfeld Strategic Advisors LLC added | 234,257 | $12M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 225,113 | $11M | 0.2% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 219,214 | $11M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 207,404 | $10M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 200,544 | $10M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 182,186 | $9M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 177,005 | $9M | 0.2% | 2026-Q1 |
| Holocene Advisors, LP added | 173,708 | $9M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 168,006 | $8M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 167,919 | $8M | 0.1% | 2026-Q1 |
| MATTERN CAPITAL MANAGEMENT, LLC added | 162,241 | $8M | 0.1% | 2026-Q1 |
| Verition Fund Management LLC trimmed | 160,207 | $8M | 0.1% | 2026-Q1 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 150,464 | $7M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 147,898 | $7M | 0.1% | 2026-Q1 |
| Midwest Trust Co trimmed | 144,172 | $7M | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 141,748 | $7M | 0.1% | 2026-Q1 |
| Mariner, LLC added | 139,977 | $7M | 0.1% | 2026-Q1 |
| Numerai GP LLC trimmed | 139,732 | $7M | 0.1% | 2026-Q1 |
| Waterfront Wealth Inc. trimmed | 138,254 | $7M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 136,019 | $7M | 0.1% | 2026-Q1 |
| Vest Financial, LLC added | 126,117 | $6M | 0.1% | 2026-Q1 |
| OCCUDO QUANTITATIVE STRATEGIES LP added | 118,564 | $6M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 125,271 | $6M | 0.1% | 2026-Q1 |
| Entropy Technologies, LP added | 123,514 | $6M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 119,510 | $6M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 118,849 | $6M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 116,092 | $6M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 114,787 | $6M | 0.1% | 2026-Q1 |
| IFG Advisory, LLC added | 108,410 | $5M | 0.1% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 102,370 | $5M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 100,097 | $5M | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC trimmed | 99,294 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 14,490,713 | $758M | 13.1% | 2025-Q4 stale |
| NFJ INVESTMENT GROUP, LLC added | 809,553 | $42M | 0.7% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL added | 720,493 | $38M | 0.7% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 595,249 | $31M | 0.5% | 2025-Q4 stale |
| LAZARD ASSET MANAGEMENT LLC trimmed | 341,490 | $18M | 0.3% | 2025-Q4 stale |
| FINANCIAL COUNSELORS INC added | 173,546 | $11M | 0.2% | 2025-Q1 stale |
| OBERWEIS ASSET MANAGEMENT INC/ | 176,890 | $11M | 0.2% | 2025-Q3 stale |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 143,215 | $9M | 0.1% | 2025-Q3 stale |
| Corebridge Financial, Inc. trimmed | 134,849 | $8M | 0.1% | 2025-Q1 stale |
| Cubist Systematic Strategies, LLC trimmed | 134,067 | $8M | 0.1% | 2025-Q3 stale |
| Robeco Institutional Asset Management B.V. added | 102,227 | $6M | 0.1% | 2025-Q3 stale |
| Engineers Gate Manager LP added | 114,942 | $6M | 0.1% | 2025-Q4 stale |
| Bridgewater Associates, LP added | 91,635 | $5M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.