Institutional Ownership Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU). We have compiled data on the 281 institutions that hold shares in the stock, with a total of 38.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
485
shares
|
$27,048
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
478
shares
|
$26,658
0.0% of portfolio
|
Q4 2024
Added 99.17%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
439
shares
|
$24,483
0.0% of portfolio
|
Q3 2024
Added 302.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
417
shares
|
$23,256
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
390
shares
|
$21,750
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
349
shares
|
$19,463
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
312
shares
|
$17,400
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
300
shares
|
$16,731
0.0% of portfolio
|
Q2 2023
Reduced 9.37%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$16,731
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
292
shares
|
$16,284
0.0% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
282
shares
|
$15,727
0.0% of portfolio
|
Q1 2025
Added 27.03%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
270
shares
|
$15,057
0.0% of portfolio
|
Q3 2020
Added 50.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
262
shares
|
$14,611
0.0% of portfolio
|
Q2 2024
Added 20.18%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
187
shares
|
$10,428
0.0% of portfolio
|
Q2 2025
Added 23.03%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
181
shares
|
$10,094
0.01% of portfolio
|
Q1 2022
Reduced 5.24%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
148
shares
|
$8,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
140
shares
|
$7,807
0.0% of portfolio
|
Q1 2025
Reduced 27.46%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
129
shares
|
$7,194
0.0% of portfolio
|
Q3 2024
Added 86.96%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
120
shares
|
$6,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
119
shares
|
$6,636
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
110
shares
|
$6,134
0.0% of portfolio
|
Q2 2022
Reduced 45.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
110
shares
|
$6,134
0.0% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
91
shares
|
$5,075
0.0% of portfolio
|
Q4 2020
Reduced 19.47%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
90
shares
|
$5,019
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
70
shares
|
$3,903
0.0% of portfolio
|
Q1 2025
Added 16.67%
|