CBU Institutional Ownership & Shareholders
COMMUNITY FINANCIAL SYSTEM I (CBU) is currently held by 267 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.75B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of CBU tracked by InsiderSet, reporting ownership valued at approximately $507.21M in its June 30, 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 $443.05M, representing an estimated loss of -12.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed CBU value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Fmr 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
267
Total Reported Value
$2.75B
Largest Holder
Blackrock, Inc.
Largest Position
$507.21M
Insider Transactions (90d)
3
Latest Filing Quarter
Q2 2026
New Institutional Positions
51
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% | 7,556,770 | $507,210,415 | $443,053,425 | -$64,156,990 | -12.65% | |
| Fmr Llc | 0.01% | 3,678,108 | $246,874,581 | $215,647,472 | -$31,227,109 | -12.65% | |
| Vanguard Portfolio Management Llc | 0.01% | 3,549,062 | $238,213,041 | $208,081,505 | -$30,131,536 | -12.65% | |
| Neuberger Berman Group Llc | 0.15% | 3,456,640 | $232,009,684 | $202,662,803 | -$29,346,881 | -12.65% | |
| State Street Corp | 0.01% | 3,313,651 | $223,932,751 | $194,279,358 | -$29,653,393 | -13.24% | |
| Vanguard Capital Management Llc | 0.00% | 2,364,665 | $158,716,315 | $138,640,309 | -$20,076,006 | -12.65% | |
| Dimensional Fund Advisors Lp | 0.02% | 1,843,474 | $123,733,721 | $108,082,881 | -$15,650,840 | -12.65% | |
| Morgan Stanley | 0.01% | 1,682,284 | $112,915,040 | $98,632,311 | -$14,282,729 | -12.65% | |
| Geode Capital Management, Llc | 0.00% | 1,359,907 | $91,291,409 | $79,731,347 | -$11,560,062 | -12.66% | |
| Federated Hermes, Inc. | 0.07% | 738,531 | $49,570,201 | $43,300,073 | -$6,270,128 | -12.65% | |
| Northern Trust Corp | 0.01% | 657,590 | $44,137,440 | $38,554,502 | -$5,582,938 | -12.65% | |
| Charles Schwab Investment Management Inc | 0.01% | 635,278 | $42,639,859 | $37,246,349 | -$5,393,510 | -12.65% | |
| Norges Bank | 0.00% | 567,244 | $38,073,417 | $33,257,516 | -$4,815,901 | -12.65% | |
| Bank Of New York Mellon Corp | 0.01% | 544,140 | $36,522,641 | $31,902,928 | -$4,619,713 | -12.65% | |
| Massachusetts Financial Services Co | 0.01% | 450,410 | $30,231,519 | $26,407,538 | -$3,823,981 | -12.65% | |
| Riggs Asset Managment Co. Inc. | 4.93% | 411,432 | $27,615,316 | $24,122,258 | -$3,493,058 | -12.65% | |
| Segall Bryant & Hamill, Llc | 0.31% | 392,351 | $26,334,599 | $23,003,539 | -$3,331,060 | -12.65% | |
| Deprince Race & Zollo Inc | 0.41% | 368,124 | $24,708,483 | $21,583,110 | -$3,125,373 | -12.65% | |
| Vanguard Fiduciary Trust Co | 0.01% | 356,833 | $23,950,631 | $20,921,119 | -$3,029,512 | -12.65% | |
| Basswood Capital Management, L.L.C. | 0.92% | 321,017 | $21,546,661 | $18,821,227 | -$2,725,434 | -12.65% | |
| Nfj Investment Group, Llc | 0.59% | 260,075 | $17,456,234 | $15,248,197 | -$2,208,037 | -12.65% | |
| Ubs Group Ag | 0.00% | 259,422 | $17,412,404 | $15,209,912 | -$2,202,492 | -12.65% | |
| Principal Financial Group Inc | 0.01% | 254,722 | $17,096,941 | $14,934,351 | -$2,162,590 | -12.65% | |
| Bank Of America Corp | 0.00% | 246,960 | $16,575,950 | $14,479,265 | -$2,096,685 | -12.65% | |
| Adage Capital Partners Gp, L.L.C. | 0.02% | 236,766 | $15,891,734 | $13,881,591 | -$2,010,143 | -12.65% | |
| Goldman Sachs Group Inc | 0.00% | 203,518 | $13,660,129 | $11,932,260 | -$1,727,869 | -12.65% | |
| Two Sigma Investments, Lp | 0.01% | 191,639 | $12,862,810 | $11,235,795 | -$1,627,015 | -12.65% | |
| Public Sector Pension Investment Board | 0.03% | 180,584 | $12,120,798 | $10,587,640 | -$1,533,158 | -12.65% | |
| Nuveen, Llc | 0.00% | 152,535 | $10,238,083 | $8,943,127 | -$1,294,956 | -12.65% | |
| Invesco Ltd. | 0.00% | 143,338 | $9,620,846 | $8,403,907 | -$1,216,939 | -12.65% | |
| Sg Americas Securities, Llc | 0.01% | 136,416 | $9,156,000 | $7,998,070 | -$1,157,930 | -12.65% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 133,785 | $8,979,649 | $7,843,815 | -$1,135,834 | -12.65% | |
| Rhumbline Advisers | 0.01% | 132,330 | $8,881,963 | $7,758,508 | -$1,123,455 | -12.65% | |
| Legal & General Group Plc | 0.00% | 124,793 | $8,376,105 | $7,316,614 | -$1,059,491 | -12.65% | |
| Ameriprise Financial Inc | 0.00% | 124,496 | $8,359,755 | $7,299,200 | -$1,060,555 | -12.69% | |
| Envestnet Asset Management Inc | 0.00% | 123,878 | $8,314,672 | $7,262,967 | -$1,051,705 | -12.65% | |
| Waldron Private Wealth Llc | 0.28% | 122,062 | $8,192,800 | $7,156,495 | -$1,036,305 | -12.65% | |
| Jpmorgan Chase & Co | 0.00% | 106,707 | $7,288,609 | $6,256,231 | -$1,032,378 | -14.16% | |
| Victory Capital Management Inc | 0.00% | 105,837 | $7,103,779 | $6,205,223 | -$898,556 | -12.65% | |
| Swiss National Bank | 0.00% | 105,400 | $7,074,448 | $6,179,602 | -$894,846 | -12.65% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 120,290 | $7,055,008 | $7,052,603 | -$2,405 | -0.03% | |
| Citadel Advisors Llc | 0.00% | 105,104 | $7,054,581 | $6,162,248 | -$892,333 | -12.65% | |
| American Century Companies Inc | 0.00% | 97,233 | $6,526,279 | $5,700,771 | -$825,508 | -12.65% | |
| California Public Employees Retirement System | 0.00% | 96,166 | $6,454,662 | $5,638,213 | -$816,449 | -12.65% | |
| Russell Investments Group, Ltd. | 0.01% | 94,264 | $6,327,061 | $5,526,698 | -$800,363 | -12.65% | |
| Community Bank, N.A. | 0.66% | 91,527 | $6,143,292 | $5,366,228 | -$777,064 | -12.65% | |
| Hilton Capital Management, Llc | 0.36% | 77,912 | $5,229,453 | $4,567,981 | -$661,472 | -12.65% | |
| Wells Fargo & Company/Mn | 0.00% | 76,055 | $5,104,832 | $4,459,105 | -$645,727 | -12.65% | |
| New York State Teachers Retirement System | 0.01% | 75,717 | $5,082,000 | $4,439,288 | -$642,712 | -12.65% | |
| Price T Rowe Associates Inc | 0.00% | 74,881 | $5,027,000 | $4,390,273 | -$636,727 | -12.67% |
Frequently asked questions about CBU
Who are the largest institutional holders of CBU?
The largest institutional holders of CBU reported in the latest SEC Form 13F filings include Blackrock, Inc., Fmr Llc, Vanguard Portfolio Management Llc, Neuberger Berman Group Llc, and State Street Corp. InsiderSet ranks institutional holders by their latest reported CBU position.
What is CBU institutional ownership?
This page tracks CBU positions reported by institutional investment managers through SEC Form 13F. COMMUNITY FINANCIAL SYSTEM I (CBU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own CBU?
InsiderSet currently tracks 267 institutional managers reporting CBU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CBU shareholders.
How much CBU stock do institutions own?
Institutional investment managers disclosed approximately $2.75B in CBU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was CBU institutional ownership last updated?
The latest CBU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional CBU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CBU position after the reporting date.
Are institutions buying or selling CBU?
Institutional buying and selling can be analyzed by comparing CBU positions across consecutive 13F reporting periods. InsiderSet's CBU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CBU ownership changes.
How has CBU institutional ownership changed over time?
InsiderSet tracks CBU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.