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Community Financial System (CBU) Institutional Ownership

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$52.81 +0.41 (+0.78%)
Closing price 03:59 PM Eastern
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$52.84 +0.03 (+0.07%)
As of 04:44 PM Eastern
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Institutional Ownership Changes (13F Filings) for Community Financial System (NYSE:CBU)

Current
Institutional Ownership
Percentage
73.79%
Number of
Institutional Buyers
(last 12 months)
133
Total
Institutional Inflows
(last 12 months)
$222.59M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$114.48M
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CBU Institutional Buying and Selling by Quarter

Community Financial System Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/5/2025Bank of New York Mellon Corp541,206$30.78M0.0%+0.1%1.024%
8/4/2025 Atria Investments Inc15,321$871K0.0%+55.8%0.029%
8/1/2025 Strategic Financial Services Inc.8,812$501K0.0%-2.5%0.017%
8/1/2025 Teacher Retirement System of Texas24,291$1.38M0.0%-8.3%0.046%
8/1/2025 Y Intercept Hong Kong Ltd19,060$1.08M0.0%+56.1%0.036%
8/1/2025 Envestnet Asset Management Inc.97,781$5.56M0.0%+16.4%0.185%
7/31/2025 Waldron Private Wealth LLC216,121$12.39M0.5%+1.6%0.409%
7/31/2025 State of New Jersey Common Pension Fund D33,615$1.91M0.0%+8.2%0.064%
7/31/2025 Carnegie Investment Counsel60,935$3.47M0.1%-0.5%0.115%
7/29/2025 Mutual of America Capital Management LLC6,789$386K0.0%-11.5%0.013%
7/25/2025 Community Bank N.A.118,285$6.73M0.9%+3.7%0.224%
7/25/2025 Yousif Capital Management LLC19,665$1.12M0.0%+1.2%0.037%
7/24/2025 Inspire Investing LLC6,832$389K0.0%+12.8%0.013%
7/23/2025 KLP Kapitalforvaltning AS11,100$636K0.0%+11.0%0.021%
7/21/2025 QRG Capital Management Inc.6,740$383K0.0%+2.7%0.013%
7/18/2025 Truist Financial Corp10,432$593K0.0%-6.0%0.020%
7/17/2025 Alliance Wealth Advisors LLC11,011$626K0.3%-3.2%0.021%
7/17/2025 Janney Montgomery Scott LLC50,920$2.90M0.0%+1.0%0.096%
7/17/2025 Hanson & Doremus Investment Management7,587$431K0.1%-12.0%0.014%
7/16/2025 State of Alaska Department of Revenue31,462$1.79M0.0%+7.8%0.060%
7/14/2025 Park Avenue Securities LLC4,534$258K0.0%+5.0%0.009%
7/11/2025 Farther Finance Advisors LLC1,403$80K0.0%+841.6%0.003%
7/10/2025 Burns J W & Co. Inc. NY3,829$218K0.0%-6.8%0.007%
6/18/2025Voya Investment Management LLC14,290$813K0.0%-9.5%0.027%
6/3/2025 Inspire Investing LLC6,059$345K0.0%-6.8%0.011%
5/29/2025Rhumbline Advisers149,888$8.52M0.0%-4.5%0.284%
5/28/2025 Strs Ohio1,800$102K0.0%N/A0.003%
5/27/2025Jacobi Capital Management LLC80,150$4.56M0.3%-23.4%0.152%
5/23/2025 Strategic Financial Services Inc.9,035$514K0.0%-2.3%0.017%
5/21/2025Geneos Wealth Management Inc.1,000$57K0.0%-56.2%0.002%
5/20/2025Intech Investment Management LLC25,846$1.47M0.0%+37.5%0.049%
5/19/2025Jane Street Group LLC145,719$8.29M0.0%+523.4%0.276%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC136,619$7.77M0.0%+6.4%0.258%
5/16/2025Goldman Sachs Group Inc.550,613$31.31M0.0%+7.9%1.042%
5/16/2025Dynamic Technology Lab Private Ltd10,950$622K0.1%N/A0.021%
5/16/2025 Rise Advisors LLC698$40K0.0%+48.8%0.001%
5/16/2025NFJ Investment Group LLC126,612$7.20M0.2%-3.1%0.240%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.31,141$1.77M0.0%+4.6%0.059%
5/16/2025AQR Capital Management LLC11,981$681K0.0%-19.6%0.023%
5/16/2025Amundi21,103$1.12M0.0%-20.4%0.040%
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5/16/2025Adage Capital Partners GP L.L.C.70,104$3.99M0.0%N/A0.133%
5/15/2025FJ Capital Management LLC105,128$5.98M0.6%N/A0.199%
5/15/2025Cubist Systematic Strategies LLC20,390$1.16M0.0%N/A0.039%
5/15/2025Royal Bank of Canada29,468$1.68M0.0%-7.8%0.056%
5/15/2025Eisler Capital Management Ltd.4,522$257K0.0%N/A0.009%
5/14/2025Rafferty Asset Management LLC33,411$1.90M0.0%-30.1%0.063%
5/14/2025Corebridge Financial Inc.27,330$1.55M0.0%-1.9%0.052%
5/14/2025Comerica Bank19,744$1.12M0.0%-2.4%0.037%
5/14/2025MetLife Investment Management LLC30,153$1.71M0.0%-4.1%0.057%
5/14/2025Advantage Alpha Capital Partners LP3,937$224K0.1%-60.8%0.007%
5/14/2025Hsbc Holdings PLC7,867$447K0.0%-39.3%0.015%
5/13/2025Northern Trust Corp667,060$37.93M0.0%-1.6%1.262%
5/13/2025Algert Global LLC57,608$3.28M0.1%-16.5%0.109%
5/13/2025Russell Investments Group Ltd.108,063$6.14M0.0%+5.3%0.205%
5/13/2025Stone House Investment Management LLC3,598$205K0.0%N/A0.007%
5/13/2025HighTower Advisors LLC17,149$975K0.0%+8.0%0.032%
5/12/2025Public Sector Pension Investment Board167,039$9.50M0.0%+27.6%0.316%
5/12/2025Nuveen LLC163,453$9.29M0.0%N/A0.309%
5/12/2025Virtu Financial LLC6,234$354K0.0%N/A0.012%
5/12/2025Invesco Ltd.339,696$19.32M0.0%+80.2%0.643%
5/12/2025Benjamin Edwards Inc.4,737$269K0.0%-7.5%0.009%
5/12/2025Swiss National Bank101,900$5.79M0.0%-1.2%0.193%
5/12/2025 Maryland State Retirement & Pension System15,365$874K0.0%-12.7%0.029%
5/9/2025 Mutual of America Capital Management LLC7,670$436K0.0%-3.7%0.015%
5/9/2025Deutsche Bank AG42,251$2.40M0.0%-33.0%0.080%
5/9/2025Charles Schwab Investment Management Inc.646,723$36.77M0.0%-2.2%1.224%
5/9/2025Vanguard Group Inc.6,338,337$360.40M0.0%-1.5%11.996%
5/9/2025New Age Alpha Advisors LLC2,729$155K0.0%-71.4%0.005%
5/9/2025PNC Financial Services Group Inc.6,501$370K0.0%-7.6%0.012%
5/8/2025Natixis Advisors LLC12,118$689K0.0%-14.2%0.023%
5/8/2025Federated Hermes Inc.834,490$47.45M0.1%+0.4%1.579%
5/7/2025LPL Financial LLC27,894$1.59M0.0%+19.0%0.053%
5/6/2025 Assetmark Inc.1,484$84K0.0%-28.0%0.003%
5/6/2025Cetera Investment Advisers10,900$620K0.0%+8.8%0.021%
5/6/2025 Carnegie Investment Counsel61,263$3.48M0.1%+10.5%0.116%
5/6/2025AE Wealth Management LLC3,949$225K0.0%-13.4%0.007%
5/6/2025 KLP Kapitalforvaltning AS10,000$573K0.0%-8.3%0.019%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH4,887$278K0.0%N/A0.009%
5/6/2025 Y Intercept Hong Kong Ltd12,210$694K0.0%N/A0.023%
5/5/2025GW&K Investment Management LLC49,393$2.81M0.0%-2.3%0.093%
5/5/2025 Allianz Asset Management GmbH4,100$233K0.0%-40.6%0.008%
5/2/2025Segall Bryant & Hamill LLC430,414$24.47M0.4%-7.0%0.815%
5/2/2025Victory Capital Management Inc.130,816$7.44M0.0%-2.5%0.248%
5/2/2025 Melfa Wealth Management Inc.4,219$240K0.2%-12.6%0.008%
5/1/2025 MQS Management LLC3,598$205K0.1%N/A0.007%
5/1/2025 Louisiana State Employees Retirement System24,800$1.41M0.0%-2.4%0.047%
5/1/2025New York State Common Retirement Fund16,249$924K0.0%-3.8%0.031%
5/1/2025 Mutual of America Capital Management LLC7,670$436K0.0%-3.7%0.015%
5/1/2025Xponance Inc.3,950$225K0.0%+4.9%0.007%
4/30/2025 Nisa Investment Advisors LLC24,665$1.41M0.0%-1.0%0.047%
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4/30/2025 Banque Pictet & Cie SA6,433$366K0.0%N/A0.012%
4/29/2025 Envestnet Asset Management Inc.83,987$4.78M0.0%+11.7%0.159%
4/29/2025Bank of New York Mellon Corp540,816$30.75M0.0%-4.4%1.024%
4/28/2025Principal Financial Group Inc.262,245$14.91M0.0%+2.9%0.496%
4/28/2025 Oregon Public Employees Retirement Fund12,044$685K0.0%-2.4%0.023%
4/28/2025 Teacher Retirement System of Texas26,478$1.51M0.0%+7.4%0.050%
4/25/2025 Canandaigua National Bank & Trust Co.31,805$1.81M0.2%-1.6%0.060%
4/25/2025 New York State Teachers Retirement System83,621$4.76M0.0%-3.1%0.158%
4/25/2025 Amalgamated Bank14,969$851K0.0%-2.7%0.028%
4/25/2025KBC Group NV2,798$159K0.0%+19.8%0.005%
(Data available from 1/1/2016 forward)

CBU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBU shares?

During the previous two years, 241 institutional investors and hedge funds held shares of Community Financial System. The most heavily invested institutionals were Vanguard Group Inc. ($360.40M), State Street Corp ($192.46M), Dimensional Fund Advisors LP ($109.47M), Geode Capital Management LLC ($74.17M), Federated Hermes Inc. ($47.45M), Champlain Investment Partners LLC ($47.42M), and Northern Trust Corp ($37.93M).Learn more on Community Financial System's institutional investors.

What percentage of Community Financial System's stock is owned by institutional investors?

73.79% of Community Financial System's stock is owned by institutional investors. Learn more on CBU's institutional investor holdings.

Which institutional investors have been buying Community Financial System's stock?

Of the 189 institutional investors that purchased Community Financial System's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($1.16M), Deprince Race & Zollo Inc. ($524.77K), Dimensional Fund Advisors LP ($453.82K), Assenagon Asset Management S.A. ($418.05K), Federated Hermes Inc. ($338.94K), Hsbc Holdings PLC ($283.52K), and JPMorgan Chase & Co. ($237.62K).

How much institutional buying is happening at Community Financial System?

Institutional investors have bought a total of 3,770,611 shares in the last 24 months. This purchase volume represents approximately $222.59M in transactions.

Which of Community Financial System's major shareholders have been selling company stock?

Of the 102 institutional investors that sold Community Financial System's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: State Street Corp ($356.58K), Assenagon Asset Management S.A. ($164.28K), Nuveen Asset Management LLC ($140.46K), Nottingham Advisors Inc. ($117.09K), Jane Street Group LLC ($103.85K), Vanguard Group Inc. ($96.15K), and Victory Capital Management Inc. ($82.35K).

How much institutional selling is happening at Community Financial System?

Institutional investors have sold a total of 1,951,415 shares in the last 24 months. This volume of shares sold represents approximately $114.48M in transactions.


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This page (NYSE:CBU) was last updated on 8/5/2025 by MarketBeat.com Staff
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