COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
CBU on NYSE
Shares outstanding
52,773,525
Price per share
$57.44
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
39,171,543
Total reported value
$2,298,627,949
% of total 13F portfolios
0%
Share change
-44,200
Value change
+$608,517
Number of holders
252
Price from insider filings
$57.44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
STATE STREET CORP 6.1% $165,691,452 3,219,185 STATE STREET CORPORATION 31 Mar 2025

As of 30 Sep 2025, 252 institutional investors reported holding 39,171,543 shares of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU). This represents 74% of the company’s total 52,773,525 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) together control 65% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 7,436,652 -2.1% 0.01% $436,085,285
VANGUARD GROUP INC 12% 6,313,381 -1.2% 0.01% $370,216,663
NEUBERGER BERMAN GROUP LLC 7.6% 4,022,327 +6% 0.17% $235,869,272
STATE STREET CORP 6.2% 3,295,504 +2.9% 0.01% $194,739,407
MORGAN STANLEY 4.3% 2,266,462 +1.9% 0.01% $132,905,447
DIMENSIONAL FUND ADVISORS LP 3.4% 1,816,048 -0.54% 0.02% $106,494,027
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,251,067 +0.67% 0% $73,373,570
FEDERATED HERMES, INC. 1.4% 744,262 -1.8% 0.08% $43,643,524
FMR LLC 1.4% 737,159 +471% 0% $43,227,025
NFJ INVESTMENT GROUP, LLC 1.4% 726,051 +589% 1.5% $42,575,631
NORTHERN TRUST CORP 1.2% 642,590 -0.83% 0% $37,681,478
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 638,056 +1.4% 0.01% $37,415,604
BANK OF AMERICA CORP /DE/ 1.2% 636,257 +133% 0% $37,310,130
DEPRINCE RACE & ZOLLO INC 1.1% 585,532 -0.93% 0.69% $34,335,596
Bank of New York Mellon Corp 0.99% 524,438 -3.1% 0.01% $30,753,075
GOLDMAN SACHS GROUP INC 0.98% 515,358 +2.2% 0% $30,220,603
SEGALL BRYANT & HAMILL, LLC 0.77% 407,524 -2.7% 0.32% $23,897,207
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.72% 381,087 0% 0.08% $22,347,000
Balyasny Asset Management L.P. 0.57% 302,146 -15% 0.04% $17,717,841
UBS Group AG 0.52% 276,438 +130% 0% $16,210,324
PRINCIPAL FINANCIAL GROUP INC 0.48% 255,314 -15% 0.01% $14,971,613
Waldron Private Wealth LLC 0.4% 210,242 -2.7% 0.5% $12,427,402
PUBLIC SECTOR PENSION INVESTMENT BOARD 0.39% 206,169 +14% 0.04% $12,089,750
RHUMBLINE ADVISERS 0.29% 153,136 +1.5% 0.01% $8,979,874
Invesco Ltd. 0.29% 151,853 -55% 0% $8,904,660

Institutional Holders of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 619,410 $35,800,023 +$10,089,717 $57.44 32
2025 Q3 39,171,543 $2,298,627,949 +$608,517 $58.64 252
2025 Q2 39,214,348 $2,231,407,602 +$55,603,065 $56.87 259
2025 Q1 38,174,344 $2,172,396,098 -$18,452,642 $56.86 266
2024 Q4 38,494,611 $2,376,644,762 +$95,007,982 $61.68 253
2024 Q3 36,945,030 $2,146,432,209 -$50,374,669 $58.07 253
2024 Q2 37,723,695 $1,782,623,153 +$6,893,471 $47.21 242
2024 Q1 37,597,422 $1,807,572,829 -$97,703,892 $48.03 232
2023 Q4 3,179,208 $165,668,529 -$473,211 $52.11 2
2023 Q3 36,716,500 $1,551,553,995 -$50,517,428 $42.21 228
2023 Q2 40,285,596 $1,891,407,320 +$43,953,288 $46.88 216
2023 Q1 39,229,570 $2,061,843,809 +$27,704,813 $52.49 238
2022 Q4 38,635,180 $2,433,311,623 +$46,955,044 $62.95 249
2022 Q3 38,285,573 $2,302,934,140 +$53,514,106 $60.08 234
2022 Q2 37,122,775 $2,342,941,613 +$10,464,184 $63.28 226
2022 Q1 37,413,960 $2,627,264,873 +$946,663 $70.15 230
2021 Q4 35,007,741 $2,609,274,306 -$16,439,056 $74.48 235
2021 Q3 35,178,477 $2,409,453,625 -$14,955,112 $68.42 230
2021 Q2 35,327,625 $2,674,734,196 -$1,021,266 $75.65 216
2021 Q1 35,319,502 $2,711,533,768 +$17,436,024 $76.72 206
2020 Q4 35,091,605 $2,189,296,835 -$30,315,842 $62.31 216
2020 Q3 35,652,483 $1,943,870,509 +$39,517,065 $54.46 203
2020 Q2 37,248,393 $2,125,375,430 -$38,927,279 $57.02 213
2020 Q1 37,927,756 $2,232,457,906 +$15,855,533 $58.80 206
2019 Q4 37,600,810 $2,668,991,917 +$53,553,245 $70.94 209
2019 Q3 37,297,839 $2,303,157,782 -$6,919,902 $61.69 214
2019 Q2 37,285,363 $2,456,138,720 +$52,413,376 $65.84 204
2019 Q1 37,117,627 $2,220,134,973 +$31,911,429 $59.77 202
2018 Q4 36,592,998 $2,134,996,392 +$2,270,065 $58.30 204
2018 Q3 36,493,887 $2,228,512,150 +$13,744,420 $61.07 207
2018 Q2 36,538,183 $2,158,451,730 +$99,525,100 $59.07 210
2018 Q1 35,230,473 $1,886,922,471 +$35,015,300 $53.56 191
2017 Q4 34,249,783 $1,841,106,291 -$45,995,063 $53.75 198
2017 Q3 35,214,633 $1,945,380,041 +$12,472,435 $55.25 191
2017 Q2 34,931,094 $1,947,978,137 +$137,158,591 $55.77 179
2017 Q1 32,649,019 $1,795,014,416 +$379,791,386 $54.98 176
2016 Q4 30,656,117 $1,894,005,308 +$74,838,458 $61.79 178
2016 Q3 28,838,778 $1,386,895,912 +$29,744,323 $48.11 159
2016 Q2 28,828,153 $1,184,699,859 +$13,691,910 $41.09 152
2016 Q1 28,026,459 $1,071,283,129 +$37,353,657 $38.21 153
2015 Q4 26,986,701 $1,077,857,669 +$13,651,556 $39.94 151
2015 Q3 27,220,609 $1,011,747,101 +$14,995,197 $37.17 148
2015 Q2 25,464,056 $961,757,443 +$18,572,965 $37.77 148
2015 Q1 26,255,923 $929,063,098 +$27,128,086 $35.39 151
2014 Q4 25,489,517 $971,695,645 +$4,877,443 $38.13 145
2014 Q3 26,438,085 $888,063,222 +$1,082,059 $33.59 144
2014 Q2 25,509,696 $923,312,392 -$26,913,732 $36.20 143
2014 Q1 27,071,922 $1,055,734,872 +$31,469,789 $39.02 138