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 |
|---|---|---|---|---|---|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
4,040
shares
|
$228,179
0.14% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
4,000
shares
|
$225,920
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,933
shares
|
$222,135
0.01% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
3,925
shares
|
$221,684
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,848
shares
|
$217,335
0.04% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
3,730
shares
|
$210,670
0.03% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
3,589
shares
|
$202,706
0.02% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
3,150
shares
|
$177,912
0.12% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,965
shares
|
$167,463
0.01% of portfolio
|
Q3 2025
Reduced 54.2%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,890
shares
|
$163,227
0.01% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,721
shares
|
$153,682
0.01% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,510
shares
|
$141,764
0.0% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,982
shares
|
$111,943
0.0% of portfolio
|
Q3 2025
Added 41.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,804
shares
|
$101,889
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,668
shares
|
$94,208
0.0% of portfolio
|
Q2 2025
Reduced 40.39%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,479
shares
|
$83,533
0.05% of portfolio
|
Q3 2025
Added 110.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,456
shares
|
$82,234
0.01% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,452
shares
|
$82,008
0.0% of portfolio
|
Q2 2020
Added 10.83%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,222
shares
|
$69,018
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,202
shares
|
$67,888
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
1,123
shares
|
$63,427
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
1,100
shares
|
$62,128
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$56,480
0.0% of portfolio
|
Q1 2025
Reduced 56.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,000
shares
|
$56,480
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
952
shares
|
$53,768
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|