CBU Community Financial System, Inc.
Community Financial System, Inc. (CBU) Institutional Ownership
What the institutions did with CBU last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 7.6M | 18.4% |
| FMR LLC | 3.7M | 9.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | 8.6% |
| NEUBERGER BERMAN GROUP LLC | 3.5M | 8.4% |
| STATE STREET CORP | 3.3M | 8.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | 5.8% |
| DIMENSIONAL FUND ADVISORS LP | 1.8M | 4.5% |
| MORGAN STANLEY | 1.7M | 4.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4M | 3.3% |
| FEDERATED HERMES, INC. | 738.5K | 1.8% |
| NORTHERN TRUST CORP | 657.6K | 1.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 635.3K | 1.5% |
| NORGES BANK | 567.2K | 1.4% |
| Bank of New York Mellon Corp | 544.1K | 1.3% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 450.4K | 1.1% |
| Riggs Asset Managment Co. Inc. | 411.4K | 1.0% |
| SEGALL BRYANT & HAMILL, LLC | 392.4K | 1.0% |
| DEPRINCE RACE & ZOLLO INC | 368.1K | 0.9% |
| VANGUARD FIDUCIARY TRUST CO | 356.8K | 0.9% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 321.0K | 0.8% |
| NFJ INVESTMENT GROUP, LLC | 260.1K | 0.6% |
| UBS Group AG | 259.4K | 0.6% |
| PRINCIPAL FINANCIAL GROUP INC | 254.7K | 0.6% |
| BANK OF AMERICA CORP /DE/ | 247.0K | 0.6% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 236.8K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FMR LLC | Increased | 3.0M | 3.7M | +651.7K |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | New | 0 | 450.4K | +450.4K |
| NFJ INVESTMENT GROUP, LLC | Reduced | 680.0K | 260.1K | -419.9K |
| BANK OF AMERICA CORP /DE/ | Reduced | 598.8K | 247.0K | -351.8K |
| GOLDMAN SACHS GROUP INC | Reduced | 524.6K | 203.5K | -321.0K |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | New | 0 | 321.0K | +321.0K |
| NEUBERGER BERMAN GROUP LLC | Reduced | 3.7M | 3.5M | -258.8K |
| MORGAN STANLEY | Reduced | 1.9M | 1.7M | -178.8K |
| STATE STREET CORP | Increased | 3.2M | 3.3M | +163.3K |
| DEPRINCE RACE & ZOLLO INC | Reduced | 530.9K | 368.1K | -162.8K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Increased | 76.8K | 236.8K | +160.0K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | 0 | 133.8K | +133.8K |
| UBS Group AG | Increased | 152.2K | 259.4K | +107.3K |
| ProShare Advisors LLC | Reduced | 113.5K | 7.6K | -105.9K |
| TWO SIGMA INVESTMENTS, LP | Increased | 96.4K | 191.6K | +95.3K |
| ExodusPoint Capital Management, LP | Sold Out | 77.0K | 0 | -77.0K |
| Balyasny Asset Management L.P. | Sold Out | 67.9K | 0 | -67.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 1.3M | 1.4M | +62.2K |
| Janney Montgomery Scott LLC | New | 0 | 61.4K | +61.4K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 154.3K | 105.8K | -48.4K |
| BlackRock, Inc. | Increased | 7.5M | 7.6M | +42.9K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 25.6K | 65.3K | +39.7K |
| SEGALL BRYANT & HAMILL, LLC | Increased | 353.2K | 392.4K | +39.2K |
| NORTHERN TRUST CORP | Increased | 620.5K | 657.6K | +37.1K |
| ANCHOR CAPITAL ADVISORS LLC | Increased | 39.2K | 75.5K | +36.3K |
| SEI INVESTMENTS CO | Reduced | 54.2K | 22.3K | -32.0K |
| WELLS FARGO & COMPANY/MN | Increased | 44.3K | 76.1K | +31.8K |
| FIRST TRUST ADVISORS LP | Reduced | 61.6K | 31.6K | -30.0K |
| Numerai GP LLC | Sold Out | 26.4K | 0 | -26.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | 36.1K | 10.2K | -25.9K |
| AMERICAN CENTURY COMPANIES INC | Increased | 71.8K | 97.2K | +25.5K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.8M | 1.8M | +25.1K |
| Squarepoint Ops LLC | Sold Out | 24.7K | 0 | -24.7K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 3.5M | 3.5M | +23.3K |
| Susquehanna Portfolio Strategies, LLC | Reduced | 33.3K | 10.8K | -22.6K |
| XTX Topco Ltd | Increased | 15.4K | 36.6K | +21.2K |
| Nuveen, LLC | Increased | 131.5K | 152.5K | +21.1K |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | New | 0 | 18.9K | +18.9K |
| Ausbil Investment Management Ltd | Increased | 23.0K | 41.2K | +18.2K |
| INTECH INVESTMENT MANAGEMENT LLC | Reduced | 27.8K | 11.4K | -16.4K |
| FEDERATED HERMES, INC. | Reduced | 754.8K | 738.5K | -16.3K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 16.0K | 0 | -16.0K |
| SG Americas Securities, LLC | Increased | 121.3K | 136.4K | +15.2K |
| RHUMBLINE ADVISERS | Reduced | 147.3K | 132.3K | -15.0K |
| MANGROVE PARTNERS IM, LLC | Sold Out | 14.4K | 0 | -14.4K |
| Holocene Advisors, LP | Sold Out | 14.2K | 0 | -14.2K |
| Bank of New York Mellon Corp | Increased | 530.9K | 544.1K | +13.2K |
| CITIGROUP INC | Increased | 34.9K | 47.8K | +12.9K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Increased | 62.6K | 74.9K | +12.3K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 345.6K | 356.8K | +11.2K |
| BARCLAYS PLC | Reduced | 23.3K | 12.6K | -10.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | Reduced | 2.4M | 2.4M | -9.5K |
| CITADEL ADVISORS LLC | Increased | 95.8K | 105.1K | +9.3K |
| Community Bank, N.A. | Reduced | 100.3K | 91.5K | -8.8K |
| State of Alaska, Department of Revenue | Reduced | 28.3K | 19.6K | -8.7K |
| LAZARD ASSET MANAGEMENT LLC | Increased | 23.7K | 32.2K | +8.6K |
| DEUTSCHE BANK AG\ | Increased | 48.1K | 56.6K | +8.5K |
| Aquatic Capital Management LLC | New | 0 | 8.2K | +8.2K |
| STIFEL FINANCIAL CORP | Reduced | 51.3K | 43.3K | -8.0K |
| Rafferty Asset Management, LLC | Reduced | 28.1K | 20.2K | -7.9K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.