COMMUNITY FINANCIAL SYSTEM I (CBU) Top Institutional Shareholders
COMMUNITY FINANCIAL SYSTEM I (CBU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $2.29B in CBU holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CBU tracked by InsiderSet, reporting ownership valued at approximately $440.69M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $460.15M, representing an estimated gain of +4.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 74% of the total disclosed CBU value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Neuberger Berman Group Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in COMMUNITY FINANCIAL SYSTEM I (CBU).
This page ranks the largest institutional CBU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
260
Total Reported Value
$2.29B
Largest Holder
Blackrock, Inc.
Largest Position
$440.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
125
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 7,513,822 | $440,685,672 | $460,146,459 | +$19,460,787 | +4.42% | |
| Neuberger Berman Group Llc | 0.17% | 3,715,425 | $217,909,677 | $227,532,627 | +$9,622,950 | +4.42% | |
| Vanguard Portfolio Management Llc | 0.01% | 3,525,760 | $206,785,824 | $215,917,542 | +$9,131,718 | +4.42% | |
| State Street Corp | 0.01% | 3,150,340 | $186,198,447 | $192,926,822 | +$6,728,375 | +3.61% | |
| Fmr Llc | 0.01% | 3,026,372 | $177,496,739 | $185,335,021 | +$7,838,282 | +4.42% | |
| Vanguard Capital Management Llc | 0.00% | 2,374,139 | $139,243,252 | $145,392,272 | +$6,149,020 | +4.42% | |
| Morgan Stanley | 0.01% | 1,861,086 | $109,152,866 | $113,972,907 | +$4,820,041 | +4.42% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,818,395 | $106,646,641 | $111,358,510 | +$4,711,869 | +4.42% | |
| Geode Capital Management, Llc | 0.00% | 1,297,741 | $76,125,848 | $79,473,659 | +$3,347,811 | +4.40% | |
| Federated Hermes, Inc. | 0.07% | 754,801 | $44,269,079 | $46,224,013 | +$1,954,934 | +4.42% | |
| Nfj Investment Group, Llc | 1.51% | 679,956 | $39,879,420 | $41,640,505 | +$1,761,085 | +4.42% | |
| Charles Schwab Investment Management Inc | 0.01% | 639,011 | $37,477,995 | $39,133,034 | +$1,655,039 | +4.42% | |
| Northern Trust Corp | 0.00% | 620,512 | $36,393,028 | $38,000,155 | +$1,607,127 | +4.42% | |
| Bank Of America Corp | 0.00% | 598,786 | $35,118,783 | $36,669,655 | +$1,550,872 | +4.42% | |
| Bank Of New York Mellon Corp | 0.01% | 530,902 | $31,137,424 | $32,512,438 | +$1,375,014 | +4.42% | |
| Deprince Race & Zollo Inc | 0.59% | 530,874 | $31,135,760 | $32,510,724 | +$1,374,964 | +4.42% | |
| Goldman Sachs Group Inc | 0.00% | 524,561 | $30,765,504 | $32,124,116 | +$1,358,612 | +4.42% | |
| Riggs Asset Managment Co. Inc. | 5.04% | 417,156 | $24,466,199 | $25,546,633 | +$1,080,434 | +4.42% | |
| Vanguard Fiduciary Trust Co | 0.01% | 345,637 | $20,271,610 | $21,166,810 | +$895,200 | +4.42% | |
| Principal Financial Group Inc | 0.01% | 256,390 | $15,037,274 | $15,701,324 | +$664,050 | +4.42% | |
| Public Sector Pension Investment Board | 0.03% | 188,482 | $11,054,469 | $11,542,638 | +$488,169 | +4.42% | |
| Victory Capital Management Inc | 0.01% | 154,285 | $9,048,815 | $9,448,413 | +$399,598 | +4.42% | |
| Ubs Group Ag | 0.00% | 152,156 | $8,923,949 | $9,318,033 | +$394,084 | +4.42% | |
| Rhumbline Advisers | 0.01% | 147,287 | $8,638,363 | $9,019,856 | +$381,493 | +4.42% | |
| Invesco Ltd. | 0.00% | 146,712 | $8,604,659 | $8,984,643 | +$379,984 | +4.42% | |
| Nuveen, Llc | 0.00% | 131,485 | $7,711,596 | $8,052,141 | +$340,545 | +4.42% | |
| Envestnet Asset Management Inc | 0.00% | 127,458 | $7,475,390 | $7,805,528 | +$330,138 | +4.42% | |
| Ameriprise Financial Inc | 0.00% | 127,340 | $7,472,105 | $7,798,302 | +$326,197 | +4.37% | |
| Legal & General Group Plc | 0.00% | 124,660 | $7,311,309 | $7,634,178 | +$322,869 | +4.42% | |
| Waldron Private Wealth Llc | 0.28% | 122,053 | $7,158,411 | $7,474,526 | +$316,115 | +4.42% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 120,290 | $7,055,008 | $7,366,560 | +$311,552 | +4.42% | |
| Proshare Advisors Llc | 0.01% | 113,479 | $6,655,543 | $6,949,454 | +$293,911 | +4.42% | |
| Swiss National Bank | 0.00% | 104,200 | $6,111,330 | $6,381,208 | +$269,878 | +4.42% | |
| Community Bank, N.A. | 0.70% | 100,312 | $5,883,298 | $6,143,107 | +$259,809 | +4.42% | |
| Two Sigma Investments, Lp | 0.00% | 96,365 | $5,651,807 | $5,901,393 | +$249,586 | +4.42% | |
| Citadel Advisors Llc | 0.00% | 95,789 | $5,618,025 | $5,866,118 | +$248,093 | +4.42% | |
| Russell Investments Group, Ltd. | 0.01% | 94,856 | $5,563,393 | $5,808,981 | +$245,588 | +4.41% | |
| California Public Employees Retirement System | 0.00% | 93,323 | $5,473,394 | $5,715,101 | +$241,707 | +4.42% | |
| Exoduspoint Capital Management, Lp | 0.05% | 76,987 | $4,515,288 | $4,714,684 | +$199,396 | +4.42% | |
| Adage Capital Partners Gp, L.L.C. | 0.01% | 76,766 | $4,502,326 | $4,701,150 | +$198,824 | +4.42% | |
| Hilton Capital Management, Llc | 0.33% | 74,119 | $4,347,079 | $4,539,048 | +$191,969 | +4.42% | |
| American Century Companies Inc | 0.00% | 71,768 | $4,209,193 | $4,395,072 | +$185,879 | +4.42% | |
| Sterling Capital Management Llc | 0.08% | 70,428 | $4,130,602 | $4,313,011 | +$182,409 | +4.42% | |
| Balyasny Asset Management L.P. | 0.01% | 67,941 | $3,984,740 | $4,160,707 | +$175,967 | +4.42% | |
| Alliancebernstein L.P. | 0.00% | 68,464 | $3,932,572 | $4,192,735 | +$260,163 | +6.62% | |
| Jacobi Capital Management Llc | 0.21% | 62,908 | $3,689,576 | $3,852,486 | +$162,910 | +4.42% | |
| First Trust Advisors Lp | 0.00% | 61,593 | $3,612,447 | $3,771,955 | +$159,508 | +4.42% | |
| California State Teachers Retirement System | 0.00% | 56,805 | $3,331,613 | $3,478,738 | +$147,125 | +4.42% | |
| Sei Investments Co | 0.00% | 54,224 | $3,180,226 | $3,320,678 | +$140,452 | +4.42% | |
| Prudential Financial Inc | 0.00% | 53,887 | $3,160,473 | $3,300,040 | +$139,567 | +4.42% |
Frequently asked questions about CBU
Who owns the most CBU stock?
The largest holders of CBU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for COMMUNITY FINANCIAL SYSTEM I (CBU).
Is CBU widely held by superinvestors?
Many widely followed stocks like CBU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CBU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.