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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
67
shares
|
$3,736
0.0% of portfolio
|
Q1 2025
Reduced 79.76%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
66
shares
|
$3,680
0.0% of portfolio
|
Q1 2025
Added 22.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
55
shares
|
$3,067
0.0% of portfolio
|
Q1 2025
Reduced 20.29%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
36
shares
|
$2,007
0.0% of portfolio
|
Q1 2025
Added 125.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
36
shares
|
$2,007
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
32
shares
|
$1,784
0.0% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
30
shares
|
$1,673
0.0% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
26
shares
|
$1,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
21
shares
|
$1,171
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
20
shares
|
$1,115
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
20
shares
|
$1,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
18
shares
|
$1,003
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
15
shares
|
$836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
14
shares
|
$780
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
14
shares
|
$780
0.0% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
11
shares
|
$613
0.0% of portfolio
|
Q3 2023
Reduced 8.33%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
10
shares
|
$557
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
8
shares
|
$446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
7
shares
|
$390
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7
shares
|
$390
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
5
shares
|
$278
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$278
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
4
shares
|
$223
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$167
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$55
0.0% of portfolio
|
Q1 2025
New holding
|