Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / COMMON STOCK
-
Shares outstanding
-
52,773,525
-
Total 13F shares
-
619,410
-
Share change
-
+175,862
-
Total reported value
-
$35,800,023
-
Price per share
-
$57.44
-
Number of holders
-
32
-
Value change
-
+$10,089,717
-
Number of buys
-
16
-
Number of sells
-
10
Institutional Holders of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) as of Q4 2025
As of 31 Dec 2025,
COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) was held by
32 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
619,410 shares.
The largest 10 holders included
Waldron Private Wealth LLC, SG Americas Securities, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Louisiana State Employees Retirement System, Alliance Wealth Advisors, LLC, NISA INVESTMENT ADVISORS, LLC, Ausbil Investment Management Ltd, MOODY NATIONAL BANK TRUST DIVISION, YOUSIF CAPITAL MANAGEMENT, LLC, and Fulton Bank, N.A..
This page lists
32
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.