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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,890
shares
|
$161,175
0.01% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
2,798
shares
|
$156,044
0.0% of portfolio
|
Q1 2025
Added 19.83%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
2,729
shares
|
$152,196
0.01% of portfolio
|
Q1 2025
Reduced 71.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,114
shares
|
$117,897
0.0% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,810
shares
|
$100,943
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
1,800
shares
|
$100,386
0.0% of portfolio
|
Q1 2025
Added 28.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,774
shares
|
$98,935
0.0% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,484
shares
|
$82,762
0.0% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,452
shares
|
$80,978
0.0% of portfolio
|
Q2 2020
Added 10.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,403
shares
|
$78,245
0.0% of portfolio
|
Q2 2025
Added 841.61%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,283
shares
|
$71,552
0.01% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1,239
shares
|
$69,099
0.0% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,222
shares
|
$68,150
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
1,202
shares
|
$67,035
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,123
shares
|
$62,629
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,000
shares
|
$55,770
0.0% of portfolio
|
Q1 2025
Reduced 56.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,000
shares
|
$55,770
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
945
shares
|
$52,702
0.01% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
800
shares
|
$44,616
0.0% of portfolio
|
Q4 2024
Reduced 12.47%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
780
shares
|
$43,500
0.01% of portfolio
|
Q4 2020
Reduced 33.9%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
703
shares
|
$39,206
0.02% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
678
shares
|
$37,812
0.0% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
583
shares
|
$32,513
0.0% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
562
shares
|
$31,342
0.02% of portfolio
|
Q1 2025
Added 639.47%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
561
shares
|
$31,286
0.01% of portfolio
|
Q1 2025
Added 0.9%
|