Community Financial System (CBU) Institutional Ownership

$63.71 +0.58 (+0.92%)

As of 08/21/2026 03:58 PM Eastern

Current Institutional Ownership Percentage: 73.79%
Number of Institutional Buyers (last 12 months): 117
Total Institutional Inflows (last 12 months): $780.75M

Number of Institutional Sellers (last 12 months): 93
Total Institutional Outflows (last 12 months): $131.58M

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CBU Institutional Buying and Selling by Quarter

Community Financial System Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/21/2026	AXQ Capital LP	3,220	$216K	0.0%	N/A	0.006%
8/21/2026	Nykredit A S	563	$38K	0.0%	N/A	0.001%
8/20/2026	Susquehanna Fundamental Investments LLC	18,874	$1.27M	0.0%	N/A	0.036%
8/20/2026	Two Sigma Securities LLC	4,257	$286K	0.0%	-6.0%	0.008%
8/20/2026	Benjamin Edwards Inc.	10,321	$693K	0.0%	+5.9%	0.020%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	118,329	$7.94M	0.0%	-1.6%	0.225%
8/18/2026	Public Employees Retirement System of Ohio	658	$44K	0.0%	N/A	0.001%
8/17/2026	Corient Private Wealth LP	20,973	$1.41M	0.0%	N/A	0.040%
8/17/2026	Bank of America Corp DE	246,960	$16.58M	0.0%	N/A	0.469%
8/17/2026	Basswood Capital Management L.L.C.	321,017	$21.55M	0.9%	N/A	0.610%
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8/15/2026	Freestone Grove Partners LP	8,086	$543K	0.0%	N/A	0.015%
8/15/2026	Gallagher Fiduciary Advisors LLC	10,734	$720K	0.0%	N/A	0.020%
8/15/2026	Jupiter Topco LLC	23,412	$1.57M	0.0%	N/A	0.044%
8/14/2026	Legal & General Group Plc	124,793	$8.38M	0.0%	N/A	0.237%
8/14/2026	The Manufacturers Life Insurance Company	26,480	$1.78M	0.0%	N/A	0.050%
8/14/2026	Manning & Napier Advisors LLC	1,743	$116K	0.0%	N/A	0.003%
8/12/2026	Northwestern Mutual Wealth Management Co.	1,845	$124K	0.0%	N/A	0.004%
8/11/2026	NFJ Investment Group LLC	260,075	$17.46M	0.6%	N/A	0.495%
8/7/2026	BlackRock Inc.	7,556,770	$507.21M	0.0%	N/A	14.379%
8/7/2026	Deutsche Bank AG	56,551	$3.80M	0.0%	N/A	0.108%
8/7/2026	Trust Co. of Vermont	10,691	$718K	0.0%	N/A	0.020%
8/6/2026	Bank of New York Mellon Corp	544,140	$36.52M	0.0%	N/A	1.035%
8/6/2026	GSA Capital Partners LLP	4,476	$300K	0.0%	N/A	0.009%
7/10/2026	Ausbil Investment Management Ltd	41,188	$2.82M	1.3%	+79.3%	0.078%
7/10/2026	Fulton Bank N.A.	11,817	$793K	0.0%	+8.5%	0.022%
7/9/2026	Wealthcare Capital Partners LLC	2,998	$201K	0.1%	N/A	0.006%
7/9/2026	Alliance Wealth Advisors LLC	19,775	$1.33M	0.4%	-5.0%	0.038%
7/7/2026	GAMMA Investing LLC	541	$36K	0.0%	+38.4%	0.001%
7/7/2026	Canandaigua National Bank & Trust Co.	26,105	$1.75M	0.1%	N/A	0.050%
7/7/2026	Moody National Bank Trust Division	20,547	$1.38M	0.1%	+19.0%	0.039%
5/22/2026	Segall Bryant & Hamill LLC	353,150	$20.71M	0.3%	-4.9%	0.672%
5/19/2026	Bank of America Corp DE	598,786	$35.12M	0.0%	+3.4%	1.139%
5/18/2026	Amundi	8,972	$526K	0.0%	+13.3%	0.017%
5/18/2026	California State Teachers Retirement System	56,805	$3.33M	0.0%	+13.7%	0.108%
5/18/2026	Royal Bank of Canada	21,790	$1.28M	0.0%	-1.8%	0.041%
5/16/2026	The Manufacturers Life Insurance Company	24,136	$1.42M	0.0%	-2.8%	0.046%
5/16/2026	Quantinno Capital Management LP	20,561	$1.21M	0.0%	+191.3%	0.039%
5/16/2026	Lazard Asset Management LLC	23,677	$1.39M	0.0%	+2.6%	0.045%
5/14/2026	Sei Investments Co.	54,224	$3.18M	0.0%	+94.0%	0.103%
5/13/2026	Cetera Investment Advisers	23,652	$1.39M	0.0%	+12.0%	0.045%
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5/13/2026	First Trust Advisors LP	61,593	$3.61M	0.0%	+12.3%	0.117%
5/8/2026	PNC Financial Services Group Inc.	8,481	$497K	0.0%	+33.6%	0.016%
5/7/2026	Carl P. Sherr & Co. LLC	7,110	$417K	0.2%	-3.5%	0.014%
5/7/2026	Dimensional Fund Advisors LP	1,818,395	$106.65M	0.0%	+1.1%	3.461%
5/7/2026	Ascent Wealth Partners LLC	3,821	$224K	0.0%	N/A	0.007%
5/5/2026	Bank of New York Mellon Corp	530,902	$31.14M	0.0%	-1.9%	1.010%
5/5/2026	Illinois Municipal Retirement Fund	28,179	$1.65M	0.0%	+4.2%	0.054%
5/4/2026	Principal Financial Group Inc.	256,390	$15.04M	0.0%	+2.1%	0.488%
5/1/2026	Fifth Third Bancorp	16,422	$963K	0.0%	+7,231.3%	0.031%
4/28/2026	QRG Capital Management Inc.	7,731	$453K	0.0%	+18.1%	0.015%
4/27/2026	New York State Teachers Retirement System	76,784	$4.50M	0.0%	-7.6%	0.146%
4/24/2026	Fulton Bank N.A.	10,892	$639K	0.0%	-3.8%	0.021%
4/24/2026	Deprince Race & Zollo Inc.	530,874	$31.14M	0.6%	+11.1%	1.010%
4/23/2026	Inspire Investing LLC	8,760	$514K	0.0%	+7.6%	0.017%
4/22/2026	Pictet Asset Management Holding SA	7,973	$468K	0.0%	+12.1%	0.015%
4/22/2026	Sterling Capital Management LLC	70,428	$4.13M	0.1%	-2.5%	0.134%
4/21/2026	Louisiana State Employees Retirement System	23,400	$1.37M	0.0%	N/A	0.045%
4/20/2026	Kestra Private Wealth Services LLC	5,944	$349K	0.0%	+42.8%	0.011%
4/17/2026	Cornell Pochily Investment Advisors Inc.	6,384	$374K	0.1%	-6.6%	0.012%
4/16/2026	SG Americas Securities LLC	121,256	$7.11M	0.0%	-28.2%	0.231%
3/9/2026	Corient Private Wealth LLC	10,032	$577K	0.0%	+2.4%	0.019%
2/19/2026	Invesco Ltd.	131,925	$7.58M	0.0%	-13.1%	0.251%
2/19/2026	Corient Private Wealth LLC	10,032	$577K	0.0%	+2.4%	0.019%
2/18/2026	Mercer Global Advisors Inc. ADV	10,755	$618K	0.0%	+11.5%	0.020%
2/18/2026	State of Tennessee Department of Treasury	12,286	$768K	0.0%	-25.9%	0.023%
2/18/2026	XTX Topco Ltd	5,013	$288K	0.0%	N/A	0.010%
2/18/2026	Numerai GP LLC	26,868	$1.54M	0.2%	-61.7%	0.051%
2/18/2026	Millennium Management LLC	18,334	$1.05M	0.0%	-56.1%	0.035%
2/18/2026	Inspire Investing LLC	8,139	$468K	0.0%	+5.5%	0.015%
2/18/2026	Balyasny Asset Management L.P.	317,274	$18.22M	0.0%	+5.0%	0.602%
2/17/2026	AQR Capital Management LLC	20,460	$1.18M	0.0%	+40.9%	0.039%
2/17/2026	Cetera Investment Advisers	21,119	$1.21M	0.0%	-10.4%	0.040%
2/17/2026	Lazard Asset Management LLC	23,078	$1.33M	0.0%	+3.8%	0.044%
2/17/2026	Amundi	7,921	$455K	0.0%	-13.6%	0.015%
2/17/2026	Price T Rowe Associates Inc. MD	52,430	$3.01M	0.0%	+4.5%	0.100%
2/17/2026	Osaic Holdings Inc.	12,083	$694K	0.0%	+35.7%	0.023%
2/17/2026	Adage Capital Partners GP L.L.C.	38,147	$2.19M	0.0%	+38.7%	0.072%
2/17/2026	California State Teachers Retirement System	49,961	$2.87M	0.0%	+2.8%	0.095%
2/17/2026	Russell Investments Group Ltd.	91,715	$5.27M	0.0%	-3.8%	0.174%
2/17/2026	&PARTNERS	3,850	$222K	0.0%	N/A	0.007%
2/17/2026	Royal Bank of Canada	22,190	$1.28M	0.0%	+6.9%	0.042%
2/17/2026	Berkshire Asset Management LLC PA	22,251	$1.28M	0.1%	-57.8%	0.042%
2/16/2026	Squarepoint Ops LLC	14,319	$822K	0.0%	-21.3%	0.027%
2/16/2026	Verition Fund Management LLC	12,096	$695K	0.0%	-73.8%	0.023%
2/16/2026	MML Investors Services LLC	20,378	$1.17M	0.0%	+1.4%	0.039%
2/16/2026	NFJ Investment Group LLC	695,820	$39.97M	1.4%	-4.2%	1.321%
2/16/2026	Landscape Capital Management L.L.C.	3,608	$207K	0.0%	N/A	0.007%
2/16/2026	Barclays PLC	93,642	$5.38M	0.0%	+20.5%	0.178%
2/13/2026	Kestra Advisory Services LLC	2,706	$155K	0.0%	N/A	0.005%
2/13/2026	Jacobi Capital Management LLC	69,789	$4.01M	0.2%	-0.4%	0.133%
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2/13/2026	The Manufacturers Life Insurance Company	24,826	$1.43M	0.0%	-5.4%	0.047%
2/13/2026	CANADA LIFE ASSURANCE Co	46,477	$2.67M	0.0%	-6.1%	0.088%
2/13/2026	Segall Bryant & Hamill LLC	371,224	$21.32M	0.3%	-8.9%	0.705%
2/13/2026	Stifel Financial Corp	49,971	$2.87M	0.0%	+1.0%	0.095%
2/13/2026	Morgan Stanley	2,005,436	$115.19M	0.0%	-11.5%	3.808%
2/13/2026	Public Sector Pension Investment Board	182,285	$10.47M	0.0%	-11.6%	0.346%
2/13/2026	Rafferty Asset Management LLC	31,766	$1.83M	0.0%	-30.8%	0.060%
2/13/2026	First Trust Advisors LP	54,857	$3.15M	0.0%	-12.3%	0.104%
2/13/2026	Charles Schwab Investment Management Inc.	635,048	$36.48M	0.0%	-0.5%	1.206%
2/13/2026	Police & Firemen s Retirement System of New Jersey	14,043	$807K	0.0%	-8.0%	0.027%

CBU Institutional Ownership - Frequently Asked Questions

During the previous two years, 243 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 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: 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 12,006,326 shares in the last 24 months. This purchase volume represents approximately $780.75M in transactions.

Of the 93 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 2,269,536 shares in the last 24 months. This volume of shares sold represents approximately $131.58M 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 8/21/2026. New 13F filings are added each quarter as they're published.

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Community Financial System (CBU) Institutional Ownership

CBU Institutional Buying and Selling by Quarter

Community Financial System Major Shareholders & Ownership History

CBU Institutional Ownership - Frequently Asked Questions

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Community Financial System (CBU) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Community Financial System (NYSE:CBU)

CBU Institutional Buying and Selling by Quarter

Community Financial System Major Shareholders & Ownership History

CBU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBU shares?

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

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

How much institutional buying is happening at Community Financial System?

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

How much institutional selling is happening at Community Financial System?

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