Community Financial System, Inc. (CBU) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

52,969,231Shares Outstanding

1,028,773Shares held by institutions

$67,549,235Value of institutional holdings

74.98%Institutional ownership %

2.83%Shares Changed QoQ

249No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 249 institutions have reported a stake in Community Financial System, Inc. (NYSE:CBU) as of December 2025, according to recent 13F filings with the SEC.

Institutional ownership in Community Financial System edged up to 75.0% in December 2025, compared to 74.0% in September 2025.
In percentage terms, this reflects as a holdings change of 2.83% quarter on quarter, and a decrease of 0.80% year over year.
Among the 249 institutional holders of Community Financial System, 121 added to their stakes while 81 trimmed their positions and 47 held steady.
The aggregate institutional position in Community Financial System now stands at 39.72Mn shares as of December 2025, after investors increased their holdings (up by 1.09Mn shares quarter on quarter which is up 1.22Mn shares year over year).
As of December 31, 2025, BlackRock, Inc. held Community Financial System's largest shareholding position with over 7.54Mn shares, representing 14.24% of total outstanding shares.
Among the most significant buyers of Community Financial System during December 2025 were FMR LLC (943.56K), NORGES BANK (678.84K), Riggs Asset Managment Co. Inc. (353.66K), SG Americas Securities, LLC (162.22K), BlackRock, Inc. (104.87K).
Leading sellers of Community Financial System stock in December 2025 included MORGAN STANLEY (261.03K), Neuberger Berman Group LLC (209.88K), STATE STREET CORP (168.25K), DEPRINCE RACE & ZOLLO INC (107.85K), GOLDMAN SACHS GROUP INC (83.49K).
The top 10 institutional holders of Community Financial System for the quarter ending December 2025 included BlackRock, Inc. (7.54Mn), VANGUARD GROUP INC (6.28Mn), Neuberger Berman Group LLC (3.81Mn), STATE STREET CORP (3.13Mn), MORGAN STANLEY (2.01Mn), DIMENSIONAL FUND ADVISORS LP (1.80Mn), FMR LLC (1.68Mn), GEODE CAPITAL MANAGEMENT, LLC (1.25Mn), NFJ INVESTMENT GROUP, LLC (695.82K), NORGES BANK (678.84K).

249 Institutional Holders

1,028,773 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	7,541,520	104,868	1.41%	$433,184,919.00
VANGUARD GROUP INC	31 Dec, 2025	6,275,222	-38,159	-0.60%	$360,448,751.00
Neuberger Berman Group LLC	31 Dec, 2025	3,812,445	-209,882	-5.22%	$218,986,831.00
STATE STREET CORP	31 Dec, 2025	3,127,250	-168,254	-5.11%	$181,121,360.00
MORGAN STANLEY	31 Dec, 2025	2,005,436	-261,026	-11.52%	$115,192,398.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,797,967	-18,081	-1.00%	$103,276,646.00
FMR LLC	31 Dec, 2025	1,680,717	943,558	128.00%	$96,540,405.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,248,549	-2,518	-0.20%	$71,727,108.00
NFJ INVESTMENT GROUP, LLC	31 Dec, 2025	695,820	-30,231	-4.16%	$39,967,901.00
NORGES BANK	31 Dec, 2025	678,844	678,844	0.00%	$38,992,799.00
FEDERATED HERMES, INC.	31 Dec, 2025	671,906	-72,356	-9.72%	$38,594,280.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	635,048	-3,008	-0.47%	$36,477,157.00
NORTHERN TRUST CORP	31 Dec, 2025	603,397	-39,193	-6.10%	$34,659,125.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	579,353	-56,904	-8.94%	$33,278,059.00
Bank of New York Mellon Corp	31 Dec, 2025	541,428	16,990	3.24%	$31,099,648.00
DEPRINCE RACE & ZOLLO INC	31 Dec, 2025	477,683	-107,849	-18.42%	$27,438,112.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	431,865	-83,493	-16.20%	$24,806,345.00
Riggs Asset Managment Co. Inc.	31 Dec, 2025	401,450	353,663	740.08%	$23,059,288.00
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	31 Dec, 2025	381,087	0	0.00%	$21,890.00
SEGALL BRYANT & HAMILL, LLC	31 Dec, 2025	371,224	-36,300	-8.91%	$21,323,107.00

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