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 271 institutions that hold shares in the stock, with a total of 39.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Oct 21, 2025 Q3 2025 |
10,965
shares
|
$619,303
0.05% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 13, 2025 Q3 2025 |
10,927
shares
|
$617,156
0.09% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
10,675
shares
|
$602,924
0.26% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
9,927
shares
|
$560,676
0.0% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
9,801
shares
|
$553,560
0.0% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,649
shares
|
$544,975
0.0% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Los Angeles Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
9,558
shares
|
$539,835
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
9,530
shares
|
$538,254
0.0% of portfolio
|
Q3 2025
Reduced 34.28%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
9,258
shares
|
$522,891
0.0% of portfolio
|
Q3 2025
Reduced 51.29%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
9,171
shares
|
$517,978
0.0% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,906
shares
|
$503,010
0.0% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
8,812
shares
|
$497,701
0.03% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
8,669
shares
|
$489,625
0.02% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Holocene Advisors, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,432
shares
|
$476,239
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
8,170
shares
|
$461,441
0.23% of portfolio
|
Q4 2023
Added 57.45%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 15, 2025 Q3 2025 |
7,713
shares
|
$435,630
0.05% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
7,639
shares
|
$431,450
0.01% of portfolio
|
Q3 2025
Added 43.94%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
7,599
shares
|
$429,191
0.01% of portfolio
|
Q3 2025
Reduced 51.08%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
7,517
shares
|
$424,560
0.06% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
7,492
shares
|
$423,148
0.0% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
7,382
shares
|
$416,935
0.0% of portfolio
|
Q3 2025
Added 51.05%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
7,291
shares
|
$411,795
0.08% of portfolio
|
Q4 2025
Reduced 0.04%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
7,112
shares
|
$401,685
0.0% of portfolio
|
Q3 2025
Reduced 18.15%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
6,834
shares
|
$385,984
0.12% of portfolio
|
Q2 2021
Reduced 4.54%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,787
shares
|
$383,329
0.0% of portfolio
|
Q2 2023
Added 1.86%
|
|