Community Financial System CBU Institutional Ownership

NYSE CBU

$62.36 -0.79 (-1.25%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

283 Institutions

Increased 151 53.4%

Unchanged 55 19.4%

Reduced 77 27.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

79.13%

▲+3.86 pp QoQ

Shares Held by Institutions

41.63Mn

of 52.61Mn outstanding

▲+5.97% QoQ

Shares Outstanding

52.61Mn

10.98Mn held outside 13F filers

Institutional Investors

283

filed 13F for Jun 2026

▲+19 vs prior quarter

Net Shares Added (QoQ)

+2.35Mn

accumulated since last quarter

Value of Holdings

$2.66Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Community Financial System, Inc. (NYSE:CBU) is held by 283 institutional investors per 13F filings through June 2026.

These investors held 79.1% of outstanding shares in June 2026, up from 75.3% in March 2026.
They increased total shares held in Community Financial System by 5.97% from the prior quarter, while the number of investors in CBU increased 9.69% year over year.
Of these 283 funds, 151 grew their exposure to Community Financial System, 77 cut back, and 55 maintained positions.
In total, institutional investors held 41.63Mn shares in Community Financial System as of June 2026, up by 2.35Mn shares quarter on quarter, and up 564.38K shares year over year.
BlackRock, Inc. is the top holder of Community Financial System as of June 30, 2026, with 7.56Mn shares representing 14.36% of outstanding stock.
The biggest buyers of Community Financial System for the quarter ending June 2026 included FMR LLC (651.74K), Sixth Street Partners Management Company, L.P. (635.28K), NORGES BANK (567.24K), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (450.41K), SEGALL BRYANT & HAMILL, LLC (392.35K).
Top sellers of CBU stock for the quarter ending June 2026 included NFJ INVESTMENT GROUP, LLC (419.88K), Bank Of America Corp /De/ (351.83K), Goldman Sachs Group Inc (321.04K), Neuberger Berman Group LLC (258.79K), Morgan Stanley (178.8K).
According to Business Quant data, leading holders of CBU for June 2026 are BlackRock, Inc. (7.56Mn), FMR LLC (3.68Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.55Mn), Neuberger Berman Group LLC (3.46Mn), State Street Corp (3.31Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.36Mn), DIMENSIONAL FUND ADVISORS LP (1.84Mn), Morgan Stanley (1.68Mn), GEODE CAPITAL MANAGEMENT, LLC (1.36Mn), Federated Hermes, Inc. (738.53K).

Form 13F Holdings

283 Institutional Holders

Report period 30 Jun, 2026

Total shares held 41.63Mn

Of outstanding 79.13%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	7,556,770	14.36%	▲42,948	+0.57%	$507.21Mn
2	FMR LLC	0000315066	3,678,108	6.99%	▲651,736	+21.54%	$246.87Mn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	3,549,062	6.75%	▲23,302	+0.66%	$238.21Mn
4	Neuberger Berman Group LLC	0001465109	3,456,640	6.57%	▼258,785	-6.97%	$232.01Mn
5	State Street Corp	0000093751	3,313,651	6.30%	▲163,311	+5.18%	$223.93Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	2,364,665	4.49%	▼9,474	-0.40%	$158.72Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	1,843,474	3.50%	▲25,079	+1.38%	$123.73Mn
8	Morgan Stanley	0000895421	1,682,284	3.20%	▼178,802	-9.61%	$112.92Mn
9	GEODE CAPITAL MANAGEMENT, LLC	0001214717	1,359,907	2.58%	▲62,166	+4.79%	$91.29Mn
10	Federated Hermes, Inc.	0001056288	738,531	1.40%	▼16,270	-2.16%	$49.57Mn
11	Northern Trust Corp	0000073124	657,590	1.25%	▲37,078	+5.98%	$44.14Mn
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	635,278	1.21%	▼3,733	-0.58%	$42.64Mn
12	Sixth Street Partners Management Company, L.P.	0001812095	635,278	1.21%	▲635,278	0.00%	$42.64Mn
13	NORGES BANK	0001374170	567,244	1.08%	▲567,244	0.00%	$38.07Mn
14	Bank of New York Mellon Corp	0001390777	544,140	1.03%	▲13,238	+2.49%	$36.52Mn
15	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	450,410	0.86%	▲450,410	0.00%	$30.23Mn
16	Riggs Asset Managment Co. Inc.	0001601348	411,432	0.78%	▼5,724	-1.37%	$27.62Mn
17	SEGALL BRYANT & HAMILL, LLC	0001006378	392,351	0.75%	▲392,351	0.00%	$26.33Mn
18	DEPRINCE RACE & ZOLLO INC	0001008894	368,124	0.70%	▼162,750	-30.66%	$24.71Mn
19	VANGUARD FIDUCIARY TRUST CO	0000933478	356,833	0.68%	▲11,196	+3.24%	$23.95Mn

Showing 1 to 20 of 283 holders