Community Financial System CBU Institutional Ownership

Ownership Summary

Community Financial System, Inc. (NYSE:CBU) has 261 institutional investors with active 13F positions as of March 2026.

• Collectively, these holders controlled 75.3% of Community Financial System's outstanding shares in March 2026, down from 76.9% in December 2025.
• They increased total shares held in CBU by 21.26% quarter over quarter, and investors in Community Financial System decreased 3.33% from a year ago.
• Of these 261 funds, 141 grew their exposure to Community Financial System, 73 cut back, and 47 maintained positions.
• In total, institutional investors held 39.63Mn shares in Community Financial System as of March 2026, up by 6.95Mn shares quarter on quarter, and down 1.4Mn shares year over year.
• BlackRock, Inc. is the top holder of Community Financial System as of March 31, 2026, with 7.51Mn shares representing 14.27% of outstanding stock.
• The most significant purchases of CBU for the quarter ending March 2026 came from VANGUARD PORTFOLIO MANAGEMENT LLC (3.53Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.37Mn), FMR LLC (1.35Mn), VANGUARD FIDUCIARY TRUST CO (345.64K), TWO SIGMA INVESTMENTS, LP (96.36K).
• The largest sales of CBU for the quarter ending March 2026 came from PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO (375.17K), Goldman Sachs Group Inc (339.17K), BALYASNY ASSET MANAGEMENT L.P. (249.33K), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (200.05K), Morgan Stanley (144.35K).
• Community Financial System's 10 largest shareholders as of March 2026 include BlackRock, Inc. (7.51Mn), Neuberger Berman Group LLC (3.72Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (3.53Mn), State Street Corp (3.15Mn), FMR LLC (3.03Mn), VANGUARD CAPITAL MANAGEMENT LLC (2.37Mn), Morgan Stanley (1.86Mn), DIMENSIONAL FUND ADVISORS LP (1.82Mn), GEODE CAPITAL MANAGEMENT, LLC (1.3Mn), Federated Hermes, Inc. (754.8K) per Business Quant data.