COMMUNITY FINANCIAL SYSTEM I CBU
$67.61
-1.2% 52w: $49.89 – $68.45
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data49.8959.1768.45
Jun 20, 2025 Jul 2, 2026
Institutional holders
264
+0 QoQ
13F value
$2.35B
+1.9% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.1×
$422K calls / $4.1M puts
Institutional value by quarter
Number of holders
Who owns CBU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 7.5M | $440.7M | 0.0% | -0.4% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 3.7M | $217.9M | 0.2% | -2.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 3.5M | $206.8M | 0.0% | — |
| STATE STREET CORP | Index provider | 3.2M | $186.2M | 0.0% | +0.7% |
| FMR LLC | Long only active | 3.0M | $177.5M | 0.0% | +80.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 2.4M | $139.2M | 0.0% | — |
| MORGAN STANLEY | Bank broker | 1.9M | $109.2M | 0.0% | -7.2% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.8M | $106.6M | 0.0% | +1.1% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 1.3M | $76.1M | 0.0% | +3.9% |
| FEDERATED HERMES, INC. | Diversified mechanical | 754.8K | $44.3M | 0.1% | +12.3% |
| NFJ INVESTMENT GROUP, LLC | Other | 680.0K | $39.9M | 1.5% | -2.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 639.0K | $37.5M | 0.0% | +0.6% |
| NORTHERN TRUST CORP | Index provider | 620.5K | $36.4M | 0.0% | +2.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 598.8K | $35.1M | 0.0% | +3.4% |
| Bank of New York Mellon Corp | Diversified mechanical | 530.9K | $31.1M | 0.0% | -1.9% |
| DEPRINCE RACE & ZOLLO INC | Other | 530.9K | $31.1M | 0.6% | +11.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 524.6K | $30.8M | 0.0% | +21.5% |
| Riggs Asset Managment Co. Inc. | Other | 417.2K | $24.5M | 5.0% | +3.9% |
| SEGALL BRYANT & HAMILL, LLC | Other | 353.1K | $20.7M | 0.3% | -4.9% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 345.6K | $20.3M | 0.0% | — |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 256.4K | $15.0M | 0.0% | +2.1% |
| Public Sector Pension Investment Board | Pension sovereign | 188.5K | $11.1M | 0.0% | +3.4% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 154.3K | $9.0M | 0.0% | +3.6% |
| UBS Group AG | Bank broker | 152.2K | $8.9M | 0.0% | -25.5% |
| RHUMBLINE ADVISERS | Diversified mechanical | 147.3K | $8.6M | 0.0% | 0.0% |
| Invesco Ltd. | Index provider | 146.7K | $8.6M | 0.0% | +11.2% |
| Nuveen, LLC | Diversified mechanical | 131.5K | $7.7M | 0.0% | -0.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 127.5K | $7.5M | 0.0% | +9.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 127.3K | $7.5M | 0.0% | -3.7% |
| Legal & General Group Plc | Diversified mechanical | 124.7K | $7.3M | 0.0% | -7.6% |
| Waldron Private Wealth LLC | Wealth advisor | 122.1K | $7.2M | 0.3% | -41.9% |
| SG Americas Securities, LLC | Diversified mechanical | 121.3K | $7.1M | 0.0% | -28.2% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 120.3K | $7.1M | 0.0% | +1.4% |
| ProShare Advisors LLC | Index provider | 113.5K | $6.7M | 0.0% | +2.0% |
| JPMORGAN CHASE & CO | Bank broker | 113.5K | $6.5M | 0.0% | +17.7% |
| Swiss National Bank | Index provider | 104.2K | $6.1M | 0.0% | Held |
| Community Bank, N.A. | Other | 100.3K | $5.9M | 0.7% | -2.1% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 96.4K | $5.7M | 0.0% | New |
| CITADEL ADVISORS LLC | Multistrat pod | 95.8K | $5.6M | 0.0% | +16.3% |
| Russell Investments Group, Ltd. | Diversified mechanical | 94.9K | $5.6M | 0.0% | +3.4% |
| California Public Employees Retirement System | Pension sovereign | 93.3K | $5.5M | 0.0% | -0.2% |
| ExodusPoint Capital Management, LP | Multistrat pod | 77.0K | $4.5M | 0.0% | New |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | Diversified mechanical | 76.8K | $4.5M | 0.0% | -7.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Other | 76.8K | $4.5M | 0.0% | +101.2% |
| Hilton Capital Management, LLC | Wealth advisor | 74.1K | $4.3M | 0.3% | +14.8% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 71.8K | $4.2M | 0.0% | +53.6% |
| Sterling Capital Management LLC | Diversified mechanical | 70.4K | $4.1M | 0.1% | -2.5% |
| Balyasny Asset Management L.P. | Multistrat pod | 67.9K | $4.0M | 0.0% | -78.6% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 68.5K | $3.9M | 0.0% | Held |
| Jacobi Capital Management LLC | Wealth advisor | 62.9K | $3.7M | 0.2% | -9.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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