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Community Financial System (CBU) Institutional Ownership

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$67.65 +0.87 (+1.30%)
Closing price 03:59 PM Eastern
Extended Trading
$67.70 +0.05 (+0.07%)
As of 04:10 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 Massive. 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)
126
Total
Institutional Inflows
(last 12 months)
$236.11M
Number of
Institutional Sellers
(last 12 months)
103
Total
Institutional Outflows
(last 12 months)
$153.70M
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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
7/10/2026 Ausbil Investment Management Ltd41,188$2.82M1.3%+79.3%0.078%
7/10/2026 Fulton Bank N.A.11,817$793K0.0%+8.5%0.022%
7/9/2026 Wealthcare Capital Partners LLC2,998$201K0.1%N/A0.006%
7/9/2026 Alliance Wealth Advisors LLC19,775$1.33M0.4%-5.0%0.038%
7/7/2026 GAMMA Investing LLC541$36K0.0%+38.4%0.001%
7/7/2026 Canandaigua National Bank & Trust Co.26,105$1.75M0.1%N/A0.050%
7/7/2026 Moody National Bank Trust Division20,547$1.38M0.1%+19.0%0.039%
5/22/2026Segall Bryant & Hamill LLC353,150$20.71M0.3%-4.9%0.672%
5/19/2026Bank of America Corp DE598,786$35.12M0.0%+3.4%1.139%
5/18/2026Amundi8,972$526K0.0%+13.3%0.017%
5/18/2026California State Teachers Retirement System56,805$3.33M0.0%+13.7%0.108%
5/18/2026Royal Bank of Canada21,790$1.28M0.0%-1.8%0.041%
5/16/2026The Manufacturers Life Insurance Company 24,136$1.42M0.0%-2.8%0.046%
5/16/2026Quantinno Capital Management LP20,561$1.21M0.0%+191.3%0.039%
5/16/2026Lazard Asset Management LLC23,677$1.39M0.0%+2.6%0.045%
5/14/2026Sei Investments Co.54,224$3.18M0.0%+94.0%0.103%
5/13/2026Cetera Investment Advisers23,652$1.39M0.0%+12.0%0.045%
5/13/2026First Trust Advisors LP61,593$3.61M0.0%+12.3%0.117%
5/8/2026PNC Financial Services Group Inc.8,481$497K0.0%+33.6%0.016%
5/7/2026Carl P. Sherr & Co. LLC7,110$417K0.2%-3.5%0.014%
5/7/2026Dimensional Fund Advisors LP1,818,395$106.65M0.0%+1.1%3.461%
5/7/2026Ascent Wealth Partners LLC3,821$224K0.0%N/A0.007%
5/5/2026Bank of New York Mellon Corp530,902$31.14M0.0%-1.9%1.010%
5/5/2026Illinois Municipal Retirement Fund28,179$1.65M0.0%+4.2%0.054%
5/4/2026Principal Financial Group Inc.256,390$15.04M0.0%+2.1%0.488%
5/1/2026Fifth Third Bancorp16,422$963K0.0%+7,231.3%0.031%
4/28/2026QRG Capital Management Inc.7,731$453K0.0%+18.1%0.015%
4/27/2026New York State Teachers Retirement System76,784$4.50M0.0%-7.6%0.146%
4/24/2026 Fulton Bank N.A.10,892$639K0.0%-3.8%0.021%
4/24/2026Deprince Race & Zollo Inc.530,874$31.14M0.6%+11.1%1.010%
4/23/2026Inspire Investing LLC8,760$514K0.0%+7.6%0.017%
4/22/2026Pictet Asset Management Holding SA7,973$468K0.0%+12.1%0.015%
4/22/2026Sterling Capital Management LLC70,428$4.13M0.1%-2.5%0.134%
4/21/2026Louisiana State Employees Retirement System23,400$1.37M0.0%N/A0.045%
4/20/2026Kestra Private Wealth Services LLC5,944$349K0.0%+42.8%0.011%
4/17/2026Cornell Pochily Investment Advisors Inc.6,384$374K0.1%-6.6%0.012%
4/16/2026SG Americas Securities LLC121,256$7.11M0.0%-28.2%0.231%
3/9/2026Corient Private Wealth LLC10,032$577K0.0%+2.4%0.019%
2/19/2026Invesco Ltd.131,925$7.58M0.0%-13.1%0.251%
2/19/2026Corient Private Wealth LLC10,032$577K0.0%+2.4%0.019%
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2/18/2026Mercer Global Advisors Inc. ADV10,755$618K0.0%+11.5%0.020%
2/18/2026State of Tennessee Department of Treasury12,286$768K0.0%-25.9%0.023%
2/18/2026XTX Topco Ltd5,013$288K0.0%N/A0.010%
2/18/2026Numerai GP LLC26,868$1.54M0.2%-61.7%0.051%
2/18/2026Millennium Management LLC18,334$1.05M0.0%-56.1%0.035%
2/18/2026Inspire Investing LLC8,139$468K0.0%+5.5%0.015%
2/18/2026Balyasny Asset Management L.P.317,274$18.22M0.0%+5.0%0.602%
2/17/2026AQR Capital Management LLC20,460$1.18M0.0%+40.9%0.039%
2/17/2026Cetera Investment Advisers21,119$1.21M0.0%-10.4%0.040%
2/17/2026Lazard Asset Management LLC23,078$1.33M0.0%+3.8%0.044%
2/17/2026Amundi7,921$455K0.0%-13.6%0.015%
2/17/2026Price T Rowe Associates Inc. MD52,430$3.01M0.0%+4.5%0.100%
2/17/2026Osaic Holdings Inc.12,083$694K0.0%+35.7%0.023%
2/17/2026Adage Capital Partners GP L.L.C.38,147$2.19M0.0%+38.7%0.072%
2/17/2026California State Teachers Retirement System49,961$2.87M0.0%+2.8%0.095%
2/17/2026Russell Investments Group Ltd.91,715$5.27M0.0%-3.8%0.174%
2/17/2026&PARTNERS3,850$222K0.0%N/A0.007%
2/17/2026Royal Bank of Canada22,190$1.28M0.0%+6.9%0.042%
2/17/2026Berkshire Asset Management LLC PA22,251$1.28M0.1%-57.8%0.042%
2/16/2026Squarepoint Ops LLC14,319$822K0.0%-21.3%0.027%
2/16/2026Verition Fund Management LLC12,096$695K0.0%-73.8%0.023%
2/16/2026MML Investors Services LLC20,378$1.17M0.0%+1.4%0.039%
2/16/2026NFJ Investment Group LLC695,820$39.97M1.4%-4.2%1.321%
2/16/2026Landscape Capital Management L.L.C.3,608$207K0.0%N/A0.007%
2/16/2026Barclays PLC93,642$5.38M0.0%+20.5%0.178%
2/13/2026Kestra Advisory Services LLC2,706$155K0.0%N/A0.005%
2/13/2026Jacobi Capital Management LLC69,789$4.01M0.2%-0.4%0.133%
2/13/2026The Manufacturers Life Insurance Company 24,826$1.43M0.0%-5.4%0.047%
2/13/2026CANADA LIFE ASSURANCE Co46,477$2.67M0.0%-6.1%0.088%
2/13/2026Segall Bryant & Hamill LLC371,224$21.32M0.3%-8.9%0.705%
2/13/2026Stifel Financial Corp49,971$2.87M0.0%+1.0%0.095%
2/13/2026Morgan Stanley2,005,436$115.19M0.0%-11.5%3.808%
2/13/2026Public Sector Pension Investment Board182,285$10.47M0.0%-11.6%0.346%
2/13/2026Rafferty Asset Management LLC31,766$1.83M0.0%-30.8%0.060%
2/13/2026First Trust Advisors LP54,857$3.15M0.0%-12.3%0.104%
2/13/2026Charles Schwab Investment Management Inc.635,048$36.48M0.0%-0.5%1.206%
2/13/2026Police & Firemen s Retirement System of New Jersey14,043$807K0.0%-8.0%0.027%
2/13/2026State Street Corp3,127,250$181.12M0.0%-5.1%5.939%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,586$6.81M0.0%+7.5%0.225%
2/13/2026Wells Fargo & Company MN80,286$4.61M0.0%+32.6%0.152%
2/12/2026Jane Street Group LLC42,143$2.42M0.0%+84.6%0.080%
2/12/2026HRT Financial LP25,942$1.49M0.0%-11.3%0.049%
2/12/2026MetLife Investment Management LLC29,421$1.69M0.0%-4.4%0.056%
2/12/2026Cibc World Markets Corp3,504$201K0.0%N/A0.007%
2/12/2026Hilton Capital Management LLC64,582$3.71M0.3%+10.9%0.123%
2/12/2026Commonwealth Equity Services LLC26,364$1.51M0.0%+1.3%0.050%
2/12/2026Dimensional Fund Advisors LP1,797,967$103.28M0.0%-1.0%3.414%
2/12/2026Federated Hermes Inc.671,906$38.59M0.1%-9.7%1.276%
2/12/2026Ensign Peak Advisors Inc3,008$173K0.0%-67.5%0.006%
2/12/2026Elo Mutual Pension Insurance Co21,436$1.23M0.0%N/A0.041%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
2/12/2026Swiss National Bank104,200$5.99M0.0%+1.8%0.198%
2/12/2026Nuveen LLC132,307$7.60M0.0%-0.9%0.251%
2/11/2026Illinois Municipal Retirement Fund27,042$1.55M0.0%-3.4%0.051%
2/11/2026Janney Montgomery Scott LLC58,130$3.34M0.0%+3.1%0.110%
2/11/2026Deutsche Bank AG42,724$2.45M0.0%+4.6%0.081%
2/11/2026LPL Financial LLC31,227$1.79M0.0%-4.8%0.059%
2/11/2026O Shaughnessy Asset Management LLC5,156$296K0.0%+9.2%0.010%
2/11/2026JPMorgan Chase & Co.96,485$5.54M0.0%-13.8%0.183%
2/11/2026Los Angeles Capital Management LLC938$53K0.0%-90.2%0.002%
2/10/2026Anchor Capital Advisors LLC39,229$2.25M0.1%+10.1%0.074%


CBU Institutional Ownership - Frequently Asked Questions

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. ($360.45M), State Street Corp ($181.12M), Morgan Stanley ($115.19M), Dimensional Fund Advisors LP ($106.65M), Geode Capital Management LLC ($71.73M), NFJ Investment Group LLC ($39.97M), and Norges Bank ($38.99M).Learn more on Community Financial System's institutional investors.

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

Of the 195 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 ($1.85M), Deprince Race & Zollo Inc. ($577.96K), Riggs Asset Managment Co. Inc. ($396.17K), Bank of America Corp DE ($382.45K), FJ Capital Management LLC ($270.20K), Basswood Capital Management L.L.C. ($267.02K), and JPMorgan Chase & Co. ($237.62K).

Institutional investors have bought a total of 4,094,348 shares in the last 24 months. This purchase volume represents approximately $236.11M in transactions.

Of the 103 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: Morgan Stanley ($261.03K), Invesco Ltd. ($207.77K), State Street Corp ($184.33K), Federated Hermes Inc. ($162.58K), Jacobi Capital Management LLC ($136.21K), Vanguard Group Inc. ($115.38K), and Deprince Race & Zollo Inc. ($113.35K).

Institutional investors have sold a total of 2,658,738 shares in the last 24 months. This volume of shares sold represents approximately $153.70M in transactions.


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This page (NYSE:CBU) was last updated on 7/13/2026 by MarketBeat.com Staff.
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