COMMUNITY FINANCIAL SYSTEM I (CBU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
257
Reporting holders
$2.8B
Reported value
78.4%
Of shares outstanding
0.0%
Held as options
+11
Holder change
Institutions report 41,261,990 shares against 52,615,905 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $507.2M | 7,556,770 | 0.01% | 8q | +0.6%+$2.9M |
| FMR LLC | $246.9M | 3,678,108 | 0.01% | 31q | +21.5%+$43.7M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $238.2M | 3,549,062 | 0.01% | 2q | +0.7%+$1.6M |
| NEUBERGER BERMAN GROUP LLC | $232.0M | 3,456,640 | 0.15% | 31q | -7.0%-$17.4M |
| STATE STREET CORP | $223.9M | 3,313,651 | 0.01% | 31q | +5.2%+$11.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $158.7M | 2,364,665 | 0.00% | 2q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $123.7M | 1,843,474 | 0.02% | 31q | +1.4%+$1.7M |
| MORGAN STANLEY | $112.9M | 1,682,284 | 0.01% | 35q | -9.6%-$12.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $91.3M | 1,359,907 | 0.00% | 31q | +4.8%+$4.2M |
| FEDERATED HERMES, INC. | $49.6M | 738,531 | 0.07% | 31q | -2.2%-$1.1M |
| NORTHERN TRUST CORP | $44.1M | 657,590 | 0.01% | 31q | +6.0%+$2.5M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $42.6M | 635,278 | 0.01% | 31q | -0.6%-$250.6K |
| Sixth Street Partners Management Company, L.P. | $42.6M | 635,278 | 0.01% | new | NEW |
| NORGES BANK | $38.1M | 567,244 | 0.00% | 32q | -16.4%-$7.5M |
| Bank of New York Mellon Corp | $36.5M | 544,140 | 0.01% | 31q | +2.5%+$888.5K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $30.2M | 450,410 | 0.01% | new | NEW |
| Riggs Asset Managment Co. Inc. | $27.6M | 411,432 | 4.93% | 31q | -1.4%-$384.2K |
| SEGALL BRYANT & HAMILL, LLC | $26.3M | 392,351 | 0.31% | 31q | +11.1%+$2.6M |
| DEPRINCE RACE & ZOLLO INC | $24.7M | 368,124 | 0.41% | 7q | -30.7%-$10.9M |
| Public Sector Pension Investment Board | $24.2M | 361,168 | 0.03% | 31q | +91.6%+$11.6M |
| VANGUARD FIDUCIARY TRUST CO | $24.0M | 356,833 | 0.01% | 2q | +3.2%+$751.5K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $21.5M | 321,017 | 0.86% | new | NEW |
| NFJ INVESTMENT GROUP, LLC | $17.5M | 260,075 | 0.59% | 22q | -61.8%-$28.2M |
| UBS Group AG | $17.4M | 259,422 | 0.00% | 31q | +70.5%+$7.2M |
| PRINCIPAL FINANCIAL GROUP INC | $17.1M | 254,722 | 0.01% | 31q | -0.7%-$112.0K |
| BANK OF AMERICA CORP /DE/ | $16.6M | 246,960 | 0.00% | 31q | -58.8%-$23.6M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $15.9M | 236,766 | 0.02% | 6q | +208.4%+$10.7M |
| GOLDMAN SACHS GROUP INC | $13.7M | 203,518 | 0.00% | 31q | -61.2%-$21.5M |
| TWO SIGMA INVESTMENTS, LP | $12.9M | 191,639 | 0.01% | 2q | +98.9%+$6.4M |
| Nuveen, LLC | $10.2M | 152,535 | 0.00% | 6q | +16.0%+$1.4M |
| Invesco Ltd. | $9.6M | 143,338 | 0.00% | 31q | -2.3%-$226.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $9.0M | 133,785 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $8.9M | 132,330 | 0.01% | 31q | -10.2%-$1.0M |
| Legal & General Group Plc | $8.4M | 124,793 | 0.00% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $8.4M | 124,496 | 0.00% | 31q | -51.1%-$8.7M |
| ENVESTNET ASSET MANAGEMENT INC | $8.3M | 123,878 | 0.00% | 31q | -2.8%-$240.3K |
| Waldron Private Wealth LLC | $8.2M | 122,062 | 0.28% | 28q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $7.9M | 118,329 | 0.00% | 31q | -1.6%-$131.6K |
| JPMORGAN CHASE & CO | $7.3M | 106,707 | 0.00% | 31q | -6.0%-$465.5K |
| VICTORY CAPITAL MANAGEMENT INC | $7.1M | 105,837 | 0.00% | 28q | -31.4%-$3.3M |
| Swiss National Bank | $7.1M | 105,400 | 0.00% | 31q | +1.2%+$80.5K |
| CITADEL ADVISORS LLC | $7.1M | 105,104 | 0.00% | 31q | +9.7%+$625.2K |
| AMERICAN CENTURY COMPANIES INC | $6.5M | 97,233 | 0.00% | 26q | +35.5%+$1.7M |
| California Public Employees Retirement System | $6.5M | 96,166 | 0.00% | 31q | +3.0%+$190.8K |
| Russell Investments Group, Ltd. | $6.3M | 94,264 | 0.01% | 31q | -0.6%-$39.7K |
| Community Bank, N.A. | $6.1M | 91,527 | 0.66% | 31q | -8.8%-$589.6K |
| Hilton Capital Management, LLC | $5.2M | 77,912 | 0.36% | 11q | +5.1%+$254.6K |
| WELLS FARGO & COMPANY/MN | $5.1M | 76,055 | 0.00% | 31q | -14.1%-$840.3K |
| Sterling Capital Management LLC | $4.6M | 68,056 | 0.08% | 12q | -3.4%-$159.2K |
| AQR CAPITAL MANAGEMENT LLC | $4.4M | 65,300 | 0.00% | 8q | +154.7%+$2.7M |
| Jacobi Capital Management LLC | $4.2M | 62,978 | 0.21% | 31q | HELD |
| ALLIANCEBERNSTEIN L.P. | $4.2M | 71,914 | 0.00% | 31q | +5.0%+$202.3K |
| DEUTSCHE BANK AG\ | $3.8M | 56,551 | 0.00% | 34q | +17.6%+$568.1K |
| LOGAN CAPITAL MANAGEMENT INC | $3.8M | 56,000 | 0.14% | 31q | HELD |
| PRUDENTIAL FINANCIAL INC | $3.7M | 54,462 | 0.00% | 31q | +1.1%+$38.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.3M | 50,129 | 0.01% | 12q | +18.5%+$521.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $3.3M | 49,360 | 0.00% | 2q | +6.5%+$202.9K |
| CITIGROUP INC | $3.2M | 47,825 | 0.00% | 31q | +37.0%+$867.5K |
| Louisiana State Employees Retirement System | $2.9M | 46,400 | 0.02% | 31q | +98.3%+$1.4M |
| STIFEL FINANCIAL CORP | $2.9M | 43,276 | 0.00% | 29q | -15.7%-$539.9K |
| LPL Financial LLC | $2.9M | 43,259 | 0.00% | 31q | +14.8%+$373.3K |
| Tidal Investments LLC | $2.8M | 42,287 | 0.00% | 2q | -12.8%-$415.0K |
| Ausbil Investment Management Ltd | $2.8M | 41,188 | 1.28% | 9q | +79.3%+$1.2M |
| Corient Private Wealth LP | $2.8M | 41,946 | 0.00% | 11q | +112.3%+$1.5M |
| ANCHOR CAPITAL ADVISORS LLC | $2.5M | 37,762 | 0.07% | 31q | -3.6%-$95.0K |
| XTX Topco Ltd | $2.5M | 36,622 | 0.03% | 3q | +137.9%+$1.4M |
| State of New Jersey Common Pension Fund D | $2.3M | 34,754 | 0.01% | 25q | HELD |
| LAZARD ASSET MANAGEMENT LLC | $2.2M | 32,240 | 0.00% | 6q | +36.2%+$574.7K |
| FIRST TRUST ADVISORS LP | $2.1M | 31,601 | 0.00% | 28q | -48.7%-$2.0M |
| MetLife Investment Management, LLC | $2.1M | 31,170 | 0.01% | 32q | +7.8%+$151.6K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 10,156 | 0.00% | 31q | -71.8%-$5.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9M | 28,882 | 0.00% | 30q | +139.4%+$1.1M |
| Illinois Municipal Retirement Fund | $1.8M | 27,268 | 0.02% | 12q | -3.2%-$61.1K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1.8M | 26,480 | 0.00% | 31q | +9.7%+$157.3K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.8M | 26,105 | 0.15% | 19q | -8.5%-$162.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $1.7M | 24,673 | 0.00% | 9q | -0.8%-$12.8K |
| Quantinno Capital Management LP | $1.6M | 23,500 | 0.00% | 4q | +14.3%+$197.3K |
| Jupiter Topco LLC | $1.6M | 23,412 | 0.00% | new | FIRST |
| Cetera Investment Advisers | $1.6M | 23,379 | 0.00% | 10q | -1.2%-$18.3K |
| ROYAL BANK OF CANADA | $1.5M | 22,844 | 0.00% | 31q | +4.8%+$70.7K |
| SEI INVESTMENTS CO | $1.5M | 22,272 | 0.00% | 14q | -58.9%-$2.1M |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | $1.4M | 21,522 | 0.06% | 31q | HELD |
| MOODY NATIONAL BANK TRUST DIVISION | $1.4M | 20,547 | 0.11% | 16q | +19.0%+$220.3K |
| Vanguard Global Advisers, LLC | $1.4M | 20,462 | 0.00% | 2q | -3.0%-$42.6K |
| Rafferty Asset Management, LLC | $1.4M | 20,167 | 0.00% | 25q | -28.2%-$530.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 20,167 | 0.00% | 31q | +2.8%+$36.9K |
| MML INVESTORS SERVICES, LLC | $1.4M | 20,131 | 0.00% | 13q | +39.0%+$378.9K |
| Alliance Wealth Advisors, LLC | $1.3M | 19,775 | 0.43% | 23q | -5.0%-$70.5K |
| OSAIC HOLDINGS, INC. | $1.3M | 19,633 | 0.00% | 26q | +64.3%+$515.8K |
| NEW YORK STATE COMMON RETIREMENT FUND | $1.3M | 19,449 | 0.00% | 31q | +8.4%+$100.7K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $1.3M | 18,874 | 0.02% | new | NEW |
| Cerity Partners LLC | $1.1M | 17,086 | 0.00% | 2q | +1.2%+$14.0K |
| HighTower Advisors, LLC | $1.1M | 16,777 | 0.00% | 31q | -12.2%-$157.2K |
| Atria Investments, Inc | $1.1M | 16,747 | 0.01% | 9q | -11.8%-$150.9K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 16,727 | 0.00% | 7q | -17.1%-$232.2K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.1M | 16,707 | 0.00% | 31q | HELD |
| Police & Firemen's Retirement System of New Jersey | $1.1M | 15,802 | 0.01% | 7q | +12.5%+$118.1K |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $1.0M | 15,082 | 0.00% | 31q | HELD |
| ARIZONA STATE RETIREMENT SYSTEM | $973.0K | 14,497 | 0.00% | 31q | HELD |
| YOUSIF CAPITAL MANAGEMENT, LLC | $945.8K | 14,091 | 0.01% | 19q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 7.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 257 | $2.8B | 41,261,990 | 36 | 90 | 68 | 0.0% |
| Q1 2026 | 246 | $2.3B | 39,687,064 | 32 | 94 | 57 | 0.2% |
| Q4 2025 | 237 | $2.2B | 39,059,588 | 18 | 82 | 72 | 0.0% |
| Q3 2025 | 227 | $2.3B | 38,425,946 | 21 | 69 | 74 | 0.1% |
| Q2 2025 | 229 | $2.2B | 38,383,681 | 17 | 77 | 61 | 0.1% |
| Q1 2025 | 235 | $2.2B | 37,914,259 | 33 | 69 | 78 | 0.0% |
| Q4 2024 | 225 | $2.3B | 37,674,073 | 20 | 73 | 64 | 0.0% |
| Q3 2024 | 222 | $2.1B | 36,591,153 | 31 | 62 | 74 | 0.1% |
| Q2 2024 | 212 | $1.7B | 36,887,321 | 31 | 65 | 61 | 0.1% |
| Q1 2024 | 201 | $2.0B | 41,739,022 | 15 | 65 | 72 | 0.1% |
| Q4 2023 | 208 | $2.1B | 40,503,903 | 24 | 69 | 61 | 0.0% |
| Q3 2023 | 200 | $1.6B | 38,772,696 | 37 | 63 | 60 | 0.0% |
| Q2 2023 | 182 | $1.9B | 39,885,626 | 14 | 63 | 62 | 0.0% |
| Q1 2023 | 193 | $2.0B | 37,125,140 | 20 | 66 | 57 | 0.0% |
| Q4 2022 | 181 | $2.1B | 33,543,028 | 22 | 53 | 55 | 0.1% |
| Q3 2022 | 244 | $2.3B | 39,123,189 | 22 | 82 | 60 | 0.0% |
| Q2 2022 | 240 | $2.4B | 37,986,067 | 24 | 60 | 76 | 0.0% |
| Q1 2022 | 242 | $2.7B | 37,768,386 | 23 | 74 | 71 | 0.0% |
| Q4 2021 | 241 | $2.8B | 37,896,038 | 19 | 72 | 61 | 0.0% |
| Q3 2021 | 235 | $2.6B | 37,974,414 | 27 | 54 | 74 | 0.0% |
| Q2 2021 | 222 | $2.9B | 38,191,983 | 17 | 49 | 77 | 0.1% |
| Q1 2021 | 211 | $2.9B | 38,307,770 | 14 | 52 | 81 | 0.1% |
| Q4 2020 | 223 | $2.4B | 37,972,273 | 26 | 68 | 68 | 0.2% |
| Q3 2020 | 209 | $2.1B | 37,955,878 | 12 | 67 | 65 | 0.1% |
| Q2 2020 | 221 | $2.1B | 37,272,640 | 30 | 58 | 77 | 0.1% |
| Q1 2020 | 210 | $2.2B | 38,052,975 | 20 | 68 | 67 | 0.2% |
| Q4 2019 | 213 | $2.7B | 38,272,367 | 13 | 62 | 66 | 0.0% |
| Q3 2019 | 217 | $2.3B | 37,230,665 | 21 | 63 | 59 | 0.1% |
| Q2 2019 | 207 | $2.6B | 39,114,724 | 22 | 64 | 41 | 0.1% |
| Q1 2019 | 205 | $2.2B | 37,148,266 | 15 | 65 | 59 | 0.0% |
| Q4 2018 | 206 | $2.2B | 37,177,188 | 3 | 5 | 3 | 0.1% |