COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
CBU on NYSE
Shares outstanding
52,773,525
Price per share
$62.44
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
40,012,830
Total reported value
$2,300,249,548
% of total 13F portfolios
0%
Share change
+828,286
Value change
+$47,207,761
Number of holders
261
Price from insider filings
$62.44
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
STATE STREET CORP 6.1% $179,372,988 3,219,185 STATE STREET CORPORATION 31 Mar 2025

As of 31 Dec 2025, 261 institutional investors reported holding 40,012,830 shares of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU). This represents 76% of the company’s total 52,773,525 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) together control 67% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 14% 7,541,520 +1.4% 0.01% $433,184,919
VANGUARD GROUP INC 12% 6,275,222 -0.6% 0.01% $360,448,751
NEUBERGER BERMAN GROUP LLC 7.2% 3,812,445 -5.2% 0.16% $218,986,831
STATE STREET CORP 5.9% 3,127,250 -5.1% 0.01% $181,121,360
MORGAN STANLEY 3.8% 2,005,436 -12% 0.01% $115,192,398
DIMENSIONAL FUND ADVISORS LP 3.4% 1,797,967 -1% 0.02% $103,276,646
FMR LLC 3.2% 1,680,717 +128% 0% $96,540,405
GEODE CAPITAL MANAGEMENT, LLC 2.4% 1,248,549 -0.2% 0% $71,727,108
NFJ INVESTMENT GROUP, LLC 1.3% 695,820 -4.2% 1.4% $39,967,901
NORGES BANK 1.3% 678,844 0% $38,992,799
FEDERATED HERMES, INC. 1.3% 671,906 -9.7% 0.06% $38,594,280
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.2% 635,048 -0.47% 0.01% $36,477,157
NORTHERN TRUST CORP 1.1% 603,397 -6.1% 0% $34,659,125
BANK OF AMERICA CORP /DE/ 1.1% 579,353 -8.9% 0% $33,278,059
Bank of New York Mellon Corp 1% 541,428 +3.2% 0.01% $31,099,648
DEPRINCE RACE & ZOLLO INC 0.91% 477,683 -18% 0.53% $27,438,112
GOLDMAN SACHS GROUP INC 0.82% 431,865 -16% 0% $24,806,345
Riggs Asset Managment Co. Inc. 0.76% 401,450 +740% 4.7% $23,059,288
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.72% 381,087 0% 0.08% $21,890,000
SEGALL BRYANT & HAMILL, LLC 0.7% 371,224 -8.9% 0.29% $21,323,107
Balyasny Asset Management L.P. 0.6% 317,274 +5% 0.03% $18,224,219
PRINCIPAL FINANCIAL GROUP INC 0.48% 251,187 -1.6% 0.01% $14,428,181
Waldron Private Wealth LLC 0.4% 210,242 0% 0.48% $12,076,302
UBS Group AG 0.39% 204,127 -26% 0% $11,725,055
PUBLIC SECTOR PENSION INVESTMENT BOARD 0.35% 182,285 -12% 0.04% $10,470,450

Institutional Holders of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 40,012,830 $2,300,249,548 +$47,207,761 $57.44 261
2025 Q3 39,171,629 $2,298,632,992 +$1,933,364 $58.64 253
2025 Q2 39,214,348 $2,231,407,602 +$55,603,070 $56.87 259
2025 Q1 38,174,544 $2,172,407,388 -$18,452,642 $56.86 267
2024 Q4 38,495,111 $2,376,676,464 +$64,420,459 $61.68 253
2024 Q3 37,441,439 $2,175,258,259 -$26,575,713 $58.07 254
2024 Q2 37,717,438 $1,782,327,809 -$16,837,338 $47.21 242
2024 Q1 38,093,830 $1,831,415,004 -$64,565,531 $48.03 233
2023 Q4 39,309,363 $2,050,317,356 -$26,790,105 $52.11 243
2023 Q3 39,925,881 $1,687,022,600 -$42,552,896 $42.21 233
2023 Q2 40,841,874 $1,917,485,602 +$73,110,704 $46.88 220
2023 Q1 39,230,782 $2,061,908,330 +$27,700,920 $52.49 240
2022 Q4 38,658,576 $2,434,783,607 +$46,359,015 $62.95 252
2022 Q3 38,776,763 $2,332,445,778 +$43,822,191 $60.08 239
2022 Q2 37,985,740 $2,406,414,401 +$23,614,675 $63.28 231
2022 Q1 37,767,924 $2,652,129,232 +$3,044,756 $70.15 235
2021 Q4 37,741,277 $2,811,331,306 -$20,164,843 $74.48 238
2021 Q3 37,925,620 $2,595,545,583 -$19,387,697 $68.42 232
2021 Q2 38,153,399 $2,887,140,255 -$7,456,443 $75.65 218
2021 Q1 38,300,518 $2,939,349,842 +$61,393,518 $76.72 210
2020 Q4 37,396,003 $2,332,499,707 -$33,503,056 $62.31 220
2020 Q3 38,008,371 $2,072,035,271 +$35,251,919 $54.46 207
2020 Q2 37,267,483 $2,126,463,430 -$39,188,118 $57.02 215
2020 Q1 37,946,441 $2,233,555,906 +$15,808,973 $58.80 208
2019 Q4 37,600,810 $2,668,991,917 +$53,560,769 $70.94 209
2019 Q3 37,358,437 $2,306,895,782 -$7,075,456 $61.69 216
2019 Q2 37,285,363 $2,456,138,720 +$26,267,311 $65.84 204
2019 Q1 37,117,627 $2,220,134,973 +$31,880,719 $59.77 202
2018 Q4 36,592,998 $2,134,996,392 +$2,270,077 $58.30 204
2018 Q3 36,493,887 $2,228,512,150 +$24,517,579 $61.07 207
2018 Q2 36,538,183 $2,158,451,730 +$87,213,376 $59.07 210
2018 Q1 35,230,473 $1,886,922,471 +$34,126,438 $53.56 191
2017 Q4 34,537,013 $1,856,545,291 -$47,432,891 $53.75 199
2017 Q3 35,214,633 $1,945,380,041 +$12,473,704 $55.25 191
2017 Q2 34,993,002 $1,951,430,137 +$137,990,350 $55.77 181
2017 Q1 32,649,019 $1,795,014,416 +$381,148,434 $54.98 176
2016 Q4 30,661,548 $1,894,341,308 +$74,867,783 $61.79 180
2016 Q3 29,456,381 $1,416,608,912 +$30,357,993 $48.11 160
2016 Q2 28,832,472 $1,184,876,859 +$13,706,752 $41.09 153
2016 Q1 28,491,326 $1,089,044,129 +$37,934,684 $38.21 157
2015 Q4 27,472,607 $1,097,266,669 +$9,529,875 $39.94 155
2015 Q3 27,243,306 $1,012,590,101 +$17,739,586 $37.17 150
2015 Q2 26,759,783 $1,010,697,443 +$17,955,558 $37.77 152
2015 Q1 26,294,108 $930,414,098 +$26,953,983 $35.39 153
2014 Q4 25,509,876 $972,472,645 +$4,825,345 $38.13 147
2014 Q3 26,438,085 $888,063,222 +$1,083,490 $33.59 144
2014 Q2 26,409,334 $955,881,392 -$25,514,460 $36.20 144
2014 Q1 27,071,922 $1,055,734,872 +$31,469,790 $39.02 137