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Community Financial System (CBU) Institutional Ownership

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$57.91 -0.31 (-0.53%)
Closing price 10/8/2025 03:59 PM Eastern
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$57.95 +0.04 (+0.06%)
As of 10/8/2025 06:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
142
Total
Institutional Inflows
(last 12 months)
$282.52M
Number of
Institutional Sellers
(last 12 months)
105
Total
Institutional Outflows
(last 12 months)
$130.83M
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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
10/7/2025 Canandaigua National Bank & Trust Co.28,530$1.67M0.1%-10.3%0.054%
9/24/2025Texas Permanent School Fund Corp23,207$1.32M0.0%-13.2%0.044%
9/4/2025Osaic Holdings Inc.9,358$532K0.0%+11.2%0.018%
8/26/2025Thrivent Financial for Lutherans39,823$2.27M0.0%-3.8%0.075%
8/16/2025Public Sector Pension Investment Board180,167$10.25M0.0%+7.9%0.341%
8/15/2025CANADA LIFE ASSURANCE Co48,516$2.76M0.0%-4.3%0.092%
8/15/2025Tower Research Capital LLC TRC 6,474$368K0.0%+206.2%0.012%
8/15/2025State of Tennessee Department of Treasury20,169$1.15M0.0%-7.8%0.038%
8/15/2025Tidal Investments LLC35,354$2.01M0.0%+1.8%0.067%
8/15/2025Rafferty Asset Management LLC35,956$2.05M0.0%+7.6%0.068%
8/15/2025MML Investors Services LLC17,651$1.00M0.0%+8.7%0.033%
8/15/2025Lazard Asset Management LLC20,468$1.16M0.0%+1.0%0.039%
8/15/2025Hilton Capital Management LLC49,827$2.83M0.2%+10.2%0.094%
8/15/2025Gallagher Fiduciary Advisors LLC11,054$629K0.0%+22.4%0.021%
8/15/2025Benjamin Edwards Inc.5,307$302K0.0%+12.0%0.010%
8/15/2025BNP Paribas Financial Markets5,711$325K0.0%-25.3%0.011%
8/15/2025Balyasny Asset Management L.P.354,906$20.18M0.0%+25.3%0.671%
8/15/2025Bank of America Corp DE273,245$15.54M0.0%-2.2%0.517%
8/15/2025Adage Capital Partners GP L.L.C.16,675$948K0.0%-76.2%0.032%
8/15/2025Ameriprise Financial Inc.148,658$8.46M0.0%-5.6%0.281%
8/14/2025Basswood Capital Management L.L.C.267,018$15.19M0.7%N/A0.505%
8/14/2025Jane Street Group LLC48,556$2.76M0.0%-66.7%0.092%
8/14/2025California State Teachers Retirement System48,580$2.76M0.0%+0.4%0.092%
8/14/2025FJ Capital Management LLC270,197$15.37M1.6%+157.0%0.511%
8/14/2025Occudo Quantitative Strategies LP13,385$761K0.1%+39.1%0.025%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.29,034$1.65M0.0%-6.8%0.055%
8/14/2025The Manufacturers Life Insurance Company 27,612$1.57M0.0%-4.9%0.052%
8/14/2025Sei Investments Co.12,831$730K0.0%+13.9%0.024%
8/14/2025Qube Research & Technologies Ltd157,879$8.98M0.0%+49.9%0.299%
8/14/2025State Street Corp3,203,106$183.59M0.0%-0.5%6.060%
8/14/2025California Public Employees Retirement System92,254$5.25M0.0%+0.3%0.175%
8/14/2025Federated Hermes Inc.757,625$43.09M0.1%-9.2%1.433%
8/13/2025Amundi8,691$514K0.0%-58.8%0.016%
8/13/2025First Trust Advisors LP96,664$5.50M0.0%+169.2%0.183%
8/13/2025EverSource Wealth Advisors LLC781$44K0.0%+177.0%0.001%
8/13/2025Invesco Ltd.337,149$19.17M0.0%-0.7%0.638%
8/13/2025Arrowstreet Capital Limited Partnership5,417$308K0.0%N/A0.010%
8/13/2025New York State Common Retirement Fund18,049$1.03M0.0%+11.1%0.034%
8/13/2025Norges Bank607,448$34.55M0.0%N/A1.149%
8/13/2025Hsbc Holdings PLC6,981$398K0.0%-11.3%0.013%
8/13/2025Level Four Advisory Services LLC13,293$756K0.0%+9.0%0.025%
8/13/2025Russell Investments Group Ltd.106,259$6.04M0.0%-1.7%0.201%
8/12/2025Prudential Financial Inc.54,718$3.11M0.0%+6.0%0.104%
8/12/2025Segall Bryant & Hamill LLC419,010$23.83M0.3%-2.6%0.793%
8/12/2025Rhumbline Advisers150,916$8.58M0.0%+0.7%0.286%
8/12/2025Franklin Resources Inc.12,273$698K0.0%-3.0%0.023%
8/12/2025Legal & General Group Plc143,888$8.18M0.0%+1.6%0.272%
8/12/2025JPMorgan Chase & Co.117,550$6.69M0.0%-34.2%0.222%
8/12/2025Swiss National Bank100,900$5.74M0.0%-1.0%0.191%
8/12/2025Dynamic Technology Lab Private Ltd17,690$1.01M0.1%+61.6%0.033%
8/8/2025Cetera Investment Advisers15,175$863K0.0%+39.2%0.029%
8/8/2025SG Americas Securities LLC8,053$458K0.0%-60.1%0.015%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS13,569$772K0.0%+7.7%0.026%
8/8/2025Police & Firemen s Retirement System of New Jersey11,810$672K0.0%+6.0%0.022%
8/8/2025Geode Capital Management LLC1,242,767$70.69M0.0%+0.1%2.351%
8/8/2025KBC Group NV1,668$95K0.0%-40.4%0.003%
8/7/2025ProShare Advisors LLC117,839$6.70M0.0%-10.2%0.223%
8/5/2025Bank of New York Mellon Corp541,206$30.78M0.0%+0.1%1.024%
8/4/2025Atria Investments Inc15,321$871K0.0%+55.8%0.029%
8/1/2025Strategic Financial Services Inc.8,812$501K0.0%-2.5%0.017%
8/1/2025Teacher Retirement System of Texas24,291$1.38M0.0%-8.3%0.046%
8/1/2025Y Intercept Hong Kong Ltd19,060$1.08M0.0%+56.1%0.036%
8/1/2025Envestnet Asset Management Inc.97,781$5.56M0.0%+16.4%0.185%
7/31/2025Waldron Private Wealth LLC216,121$12.39M0.5%+1.6%0.409%
7/31/2025State of New Jersey Common Pension Fund D33,615$1.91M0.0%+8.2%0.064%
7/31/2025Carnegie Investment Counsel60,935$3.47M0.1%-0.5%0.115%
7/29/2025Mutual of America Capital Management LLC6,789$386K0.0%-11.5%0.013%
7/25/2025Community Bank N.A.118,285$6.73M0.9%+3.7%0.224%
7/25/2025Yousif Capital Management LLC19,665$1.12M0.0%+1.2%0.037%
7/24/2025Inspire Investing LLC6,832$389K0.0%+12.8%0.013%
7/23/2025KLP Kapitalforvaltning AS11,100$636K0.0%+11.0%0.021%
7/21/2025QRG Capital Management Inc.6,740$383K0.0%+2.7%0.013%
7/18/2025Truist Financial Corp10,432$593K0.0%-6.0%0.020%
7/17/2025Alliance Wealth Advisors LLC11,011$626K0.3%-3.2%0.021%
7/17/2025Janney Montgomery Scott LLC50,920$2.90M0.0%+1.0%0.096%
7/17/2025Hanson & Doremus Investment Management7,587$431K0.1%-12.0%0.014%
7/16/2025State of Alaska Department of Revenue31,462$1.79M0.0%+7.8%0.060%
7/14/2025Park Avenue Securities LLC4,534$258K0.0%+5.0%0.009%
7/11/2025Farther Finance Advisors LLC1,403$80K0.0%+841.6%0.003%
7/10/2025Burns 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%
6/3/2025Inspire Investing LLC6,059$345K0.0%-6.8%0.011%
5/29/2025Rhumbline Advisers149,888$8.52M0.0%-4.5%0.284%
5/28/2025Strs Ohio1,800$102K0.0%N/A0.003%
5/27/2025Jacobi Capital Management LLC80,150$4.56M0.3%-23.4%0.152%
5/23/2025Strategic 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%
5/16/2025Rise 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%
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%
(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, 243 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 ($183.59M), Dimensional Fund Advisors LP ($109.47M), Geode Capital Management LLC ($70.69M), Federated Hermes Inc. ($43.09M), Northern Trust Corp ($37.93M), and Charles Schwab Investment Management Inc. ($36.77M).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 198 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 ($1.76M), Deprince Race & Zollo Inc. ($524.77K), Assenagon Asset Management S.A. ($418.05K), Federated Hermes Inc. ($338.94K), Hsbc Holdings PLC ($283.52K), FJ Capital Management LLC ($270.20K), and Basswood Capital Management L.L.C. ($267.02K).

How much institutional buying is happening at Community Financial System?

Institutional investors have bought a total of 4,781,434 shares in the last 24 months. This purchase volume represents approximately $282.85M in transactions.

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

Of the 105 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 ($372.66K), Jane Street Group LLC ($201.01K), Assenagon Asset Management S.A. ($164.28K), Nuveen Asset Management LLC ($140.46K), Nottingham Advisors Inc. ($117.09K), 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 2,219,015 shares in the last 24 months. This volume of shares sold represents approximately $130.83M in transactions.


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This page (NYSE:CBU) was last updated on 10/9/2025 by MarketBeat.com Staff
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