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Community Financial System (CBU) Institutional Ownership

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$60.96 +1.03 (+1.71%)
As of 10:58 AM Eastern
This is a fair market value 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)
121
Total
Institutional Inflows
(last 12 months)
$781.67M
Number of
Institutional Sellers
(last 12 months)
94
Total
Institutional Outflows
(last 12 months)
$132.54M
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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
10/2/2026Versant Capital Management Inc875$52K0.0%+69.6%0.002%
9/23/2026QRG Capital Management Inc.8,678$582K0.0%+12.2%0.016%
9/9/2026Tidal Investments LLC42,287$2.84M0.0%-12.8%0.080%
9/9/2026Engineers Gate Manager LP4,760$319K0.0%N/A0.009%
9/9/2026Integrated Wealth Concepts LLC2,209$148K0.0%N/A0.004%
9/9/2026Community Bank N.A.91,527$6.14M0.7%-8.8%0.174%
9/8/2026Nykredit A S563$38K0.0%N/A0.001%
8/27/2026Corient Private Wealth LP21,965$1.47M0.0%+11.2%0.042%
8/26/2026Amundi7,783$522K0.0%-13.3%0.015%
8/26/2026HighTower Advisors LLC16,777$1.13M0.0%-12.2%0.032%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al3,500$235K0.0%N/A0.007%
8/21/2026AXQ Capital LP3,220$216K0.0%N/A0.006%
8/21/2026Nykredit A S563$38K0.0%N/A0.001%
8/20/2026Susquehanna Fundamental Investments LLC18,874$1.27M0.0%N/A0.036%
8/20/2026Two Sigma Securities LLC4,257$286K0.0%-6.0%0.008%
8/20/2026Benjamin Edwards Inc.10,321$693K0.0%+5.9%0.020%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,329$7.94M0.0%-1.6%0.225%
8/18/2026Public Employees Retirement System of Ohio658$44K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP20,973$1.41M0.0%N/A0.040%
8/17/2026Bank of America Corp DE246,960$16.58M0.0%N/A0.469%
8/17/2026Basswood Capital Management L.L.C.321,017$21.55M0.9%N/A0.610%
8/15/2026Freestone Grove Partners LP8,086$543K0.0%N/A0.015%
8/15/2026Gallagher Fiduciary Advisors LLC10,734$720K0.0%N/A0.020%
8/15/2026Jupiter Topco LLC23,412$1.57M0.0%N/A0.044%
8/14/2026Legal & General Group Plc124,793$8.38M0.0%N/A0.237%
8/14/2026The Manufacturers Life Insurance Company26,480$1.78M0.0%N/A0.050%
8/14/2026Manning & Napier Advisors LLC1,743$116K0.0%N/A0.003%
8/12/2026Northwestern Mutual Wealth Management Co.1,845$124K0.0%N/A0.004%
8/11/2026NFJ Investment Group LLC260,075$17.46M0.6%N/A0.495%
8/7/2026BlackRock Inc.7,556,770$507.21M0.0%N/A14.379%
8/7/2026Deutsche Bank AG56,551$3.80M0.0%N/A0.108%
8/7/2026Trust Co. of Vermont10,691$718K0.0%N/A0.020%
8/6/2026Bank of New York Mellon Corp544,140$36.52M0.0%N/A1.035%
8/6/2026GSA Capital Partners LLP4,476$300K0.0%N/A0.009%
7/10/2026Ausbil Investment Management Ltd41,188$2.82M1.3%+79.3%0.078%
7/10/2026Fulton Bank N.A.11,817$793K0.0%+8.5%0.022%
7/9/2026Wealthcare Capital Partners LLC2,998$201K0.1%N/A0.006%
7/9/2026Alliance Wealth Advisors LLC19,775$1.33M0.4%-5.0%0.038%
7/7/2026GAMMA Investing LLC541$36K0.0%+38.4%0.001%
7/7/2026Canandaigua National Bank & Trust Co.26,105$1.75M0.1%N/A0.050%
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7/7/2026Moody 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 Company24,136$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%
4/24/2026Fulton 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%
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%
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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%


CBU Institutional Ownership - Frequently Asked Questions

During the previous two years, 245 institutional investors and hedge funds held shares of Community Financial System. The most heavily invested institutionals were BlackRock Inc. ($507.21M), 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), 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 200 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: BlackRock Inc. ($7.56M), Norges Bank ($1.85M), Bank of America Corp DE ($629.41K), Bank of New York Mellon Corp ($595.66K), Basswood Capital Management L.L.C. ($588.04K), Deprince Race & Zollo Inc. ($577.96K), and Riggs Asset Managment Co. Inc. ($396.17K).

Institutional investors have bought a total of 12,019,929 shares in the last 24 months. This purchase volume represents approximately $781.67M in transactions.

Of the 94 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. ($205.22K), State Street Corp ($168.25K), Jacobi Capital Management LLC ($136.21K), Vanguard Group Inc. ($115.38K), Deprince Race & Zollo Inc. ($113.35K), and Qube Research & Technologies Ltd ($102.90K).

Institutional investors have sold a total of 2,282,932 shares in the last 24 months. This volume of shares sold represents approximately $132.54M in transactions.


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Institutional ownership data for NYSE:CBU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/2/2026. New 13F filings are added each quarter as they're published.
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