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 262 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
7,208
shares
|
$472,340
0.09% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,103
shares
|
$465,459
0.0% of portfolio
|
Q3 2024
Added 164.45%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
6,834
shares
|
$447,832
0.15% of portfolio
|
Q2 2021
Reduced 4.54%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
6,787
shares
|
$444,752
0.0% of portfolio
|
Q2 2023
Added 1.86%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
6,787
shares
|
$444,752
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
6,763
shares
|
$443,179
0.17% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
6,657
shares
|
$436,233
0.02% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Minerva Advisors LLC
Bala Cynwyd, PA |
Nov 08, 2024 Q3 2024 |
6,618
shares
|
$433,677
0.26% of portfolio
|
Q1 2021
Reduced 51.26%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
6,499
shares
|
$425,879
0.05% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
6,139
shares
|
$402,288
0.09% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,127
shares
|
$401,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
6,111
shares
|
$400,453
0.1% of portfolio
|
Q4 2024
Added 13.99%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,959
shares
|
$390,493
0.0% of portfolio
|
Q3 2024
Added 463.23%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,867
shares
|
$384,464
0.0% of portfolio
|
Q3 2024
Added 19.86%
|
|
|
Lmr Partners LLP
London, X0 |
Nov 07, 2024 Q3 2024 |
5,758
shares
|
$377,321
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Socha Financial Group, LLC
Corning, NY |
Jan 27, 2025 Q4 2024 |
5,450
shares
|
$357,138
0.16% of portfolio
|
Q2 2024
Reduced 58.24%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
5,436
shares
|
$356,221
0.01% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,348
shares
|
$350,454
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
5,327
shares
|
$349,078
0.0% of portfolio
|
Q3 2024
Reduced 23.42%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
5,300
shares
|
$347,309
0.01% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
5,100
shares
|
$334,203
0.15% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,929
shares
|
$322,997
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
4,825
shares
|
$316,182
0.2% of portfolio
|
Q4 2023
Reduced 1.03%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
4,576
shares
|
$299,865
0.0% of portfolio
|
Q3 2024
Added 33.18%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
4,500
shares
|
$294,885
0.01% of portfolio
|
Q2 2024
Reduced 46.43%
|