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 |
|---|---|---|---|---|---|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
11,100
shares
|
$619,047
0.0% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
11,080
shares
|
$617,931
0.0% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
11,011
shares
|
$614,083
0.3% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
11,000
shares
|
$613,470
0.0% of portfolio
|
Q1 2025
Added 20.35%
|
|
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
May 16, 2025 Q1 2025 |
10,950
shares
|
$610,681
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
May 13, 2025 Q1 2025 |
10,934
shares
|
$609,789
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,900
shares
|
$607,893
0.0% of portfolio
|
Q1 2025
Added 8.83%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
10,432
shares
|
$581,792
0.0% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,927
shares
|
$553,628
0.0% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
9,880
shares
|
$551,007
0.04% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
9,832
shares
|
$548,330
0.01% of portfolio
|
Q1 2025
Added 11.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
9,697
shares
|
$540,801
0.0% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
9,622
shares
|
$536,618
0.08% of portfolio
|
Q1 2025
Reduced 17.89%
|
|
|
Los Angeles Capital Management LLC
|
May 05, 2025 Q1 2025 |
9,558
shares
|
$533,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,425
shares
|
$525,632
0.0% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
9,250
shares
|
$515,872
0.07% of portfolio
|
Q4 2023
Added 17688.46%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
9,035
shares
|
$503,881
0.03% of portfolio
|
Q1 2025
Reduced 2.27%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
9,028
shares
|
$503,491
0.02% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2025 Q1 2025 |
9,000
shares
|
$501,930
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
8,756
shares
|
$488,322
0.02% of portfolio
|
Q1 2025
Added 31.53%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
8,689
shares
|
$484,585
0.0% of portfolio
|
Q1 2025
Added 28.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
8,418
shares
|
$469,471
0.0% of portfolio
|
Q4 2024
Added 19.77%
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
8,170
shares
|
$455,640
0.26% of portfolio
|
Q4 2023
Added 57.45%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
7,867
shares
|
$438,742
0.0% of portfolio
|
Q1 2025
Reduced 39.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,792
shares
|
$434,559
0.0% of portfolio
|
Q1 2025
Added 0.03%
|