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Community Financial System (CBU) Institutional Ownership

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$60.08 +0.91 (+1.54%)
Closing price 07/3/2025 03:30 PM Eastern
Extended Trading
$60.04 -0.05 (-0.07%)
As of 07/3/2025 04:20 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)
130
Total
Institutional Inflows
(last 12 months)
$232.72M
Number of
Institutional Sellers
(last 12 months)
104
Total
Institutional Outflows
(last 12 months)
$117.01M
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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
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%
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%
5/12/2025Maryland State Retirement & Pension System15,365$874K0.0%-12.7%0.029%
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5/9/2025Mutual 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%
5/6/2025Assetmark Inc.1,484$84K0.0%-28.0%0.003%
5/6/2025Cetera Investment Advisers10,900$620K0.0%+8.8%0.021%
5/6/2025Carnegie Investment Counsel61,263$3.48M0.1%+10.5%0.116%
5/6/2025AE Wealth Management LLC3,949$225K0.0%-13.4%0.007%
5/6/2025KLP Kapitalforvaltning AS10,000$573K0.0%-8.3%0.019%
5/6/2025Universal Beteiligungs und Servicegesellschaft mbH4,887$278K0.0%N/A0.009%
5/6/2025Y 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%
5/5/2025Allianz 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%
5/2/2025Melfa Wealth Management Inc.4,219$240K0.2%-12.6%0.008%
5/1/2025MQS Management LLC3,598$205K0.1%N/A0.007%
5/1/2025Louisiana 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%
5/1/2025Mutual of America Capital Management LLC7,670$436K0.0%-3.7%0.015%
5/1/2025Xponance Inc.3,950$225K0.0%+4.9%0.007%
4/30/2025Nisa Investment Advisors LLC24,665$1.41M0.0%-1.0%0.047%
4/30/2025Banque Pictet & Cie SA6,433$366K0.0%N/A0.012%
4/29/2025Envestnet 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%
4/28/2025Oregon Public Employees Retirement Fund12,044$685K0.0%-2.4%0.023%
4/28/2025Teacher Retirement System of Texas26,478$1.51M0.0%+7.4%0.050%
4/25/2025Canandaigua National Bank & Trust Co.31,805$1.81M0.2%-1.6%0.060%
4/25/2025New York State Teachers Retirement System83,621$4.76M0.0%-3.1%0.158%
4/25/2025Amalgamated Bank14,969$851K0.0%-2.7%0.028%
4/25/2025KBC Group NV2,798$159K0.0%+19.8%0.005%
4/24/2025Illinois Municipal Retirement Fund29,309$1.67M0.0%+4.3%0.055%
4/24/2025Trust Co. of Vermont8,756$498K0.0%+31.5%0.017%
4/23/2025Ausbil Investment Management Ltd5,710$325K0.2%-66.0%0.011%
4/21/2025Community Bank N.A.114,081$6.49M0.9%-1.6%0.216%
4/21/2025State of Alaska Department of Revenue29,183$1.66M0.0%-2.1%0.055%
4/17/2025QRG Capital Management Inc.6,563$373K0.0%+12.5%0.012%
4/17/2025Hanson & Doremus Investment Management8,617$490K0.1%-3.1%0.016%
4/16/2025Wealth Enhancement Advisory Services LLC55,815$3.17M0.0%+6.3%0.106%
4/15/2025SG Americas Securities LLC20,178$1.15M0.0%N/A0.038%
4/14/2025Yousif Capital Management LLC19,440$1.11M0.0%-2.3%0.037%
4/14/2025Park Avenue Securities LLC4,320$246K0.0%+18.0%0.008%
4/9/2025Fulton Bank N.A.9,755$555K0.0%+2.6%0.018%
4/8/2025Rhumbline Advisers149,888$8.52M0.0%-4.5%0.284%
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4/7/2025GAMMA Investing LLC17,854$1.02M0.0%+14,655.4%0.034%
3/18/2025California State Teachers Retirement System49,107$3.03M0.0%-1.6%0.093%
3/17/2025Wealth Enhancement Advisory Services LLC52,521$3.24M0.0%+5.7%0.100%
2/27/2025Jefferies Financial Group Inc.14,175$874K0.0%N/A0.027%
2/20/2025Mackenzie Financial Corp3,310$204K0.0%N/A0.006%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC128,437$7.92M0.0%+16.9%0.244%
2/17/2025Voloridge Investment Management LLC84,392$5.21M0.0%-44.0%0.161%
2/17/2025Tidal Investments LLC32,294$1.99M0.0%+4.6%0.061%
2/17/2025Rafferty Asset Management LLC47,831$2.95M0.0%-15.6%0.091%
2/17/2025ProShare Advisors LLC127,735$7.88M0.0%-2.5%0.243%
(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, 244 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 190 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 3,994,057 shares in the last 24 months. This purchase volume represents approximately $232.72M in transactions.

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

Of the 104 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 2,006,214 shares in the last 24 months. This volume of shares sold represents approximately $117.01M in transactions.


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This page (NYSE:CBU) was last updated on 7/5/2025 by MarketBeat.com Staff
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