CBU · Company research
Community Financial System, Inc. (CBU): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 912938 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 450410 | 30231519 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 1410 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 929 | 62354 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50129 | 3347619 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| KBC Group NV | 1411133 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1668 | 112 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4000 | 268480 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126 | 8457 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21402 | 1436502 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Private Wealth Management Group, LLC | 2011342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18 | 1209 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Hilton Capital Management, LLC | 1541211 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77912 | 5229453 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34754 | 2332688 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1032 | 69268 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9709 | 651668 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHERN TRUST CORP | 73124 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8311 | 557834 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DEPRINCE RACE & ZOLLO INC | 1008894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 368124 | 24708483 | — | — | — | Aug 20, 2026 | SEC_13F_DATASET |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 1074266 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26105 | 1752168 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3416 | 229282 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Community Bank, N.A. | 1632187 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88777 | 5958712 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4632 | 310900 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MACKENZIE FINANCIAL CORP | 919859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7483 | 502259 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Carl P. Sherr & Co., LLC | 1818535 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5960 | 400033 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Navigoe, LLC | 2056100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Jacobi Capital Management LLC | 1689646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62978 | 4227057 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Osbon Capital Management LLC | 1784418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50 | 3356 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55093 | 3681332 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BANK OF AMERICA CORP /DE/ | 70858 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146039 | 9802138 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Thrivent Financial for Lutherans | 314984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34827 | 2338 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4100965 | 61099 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 198 | 11260 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jupiter Topco LLC | 2146052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23412 | 1571296 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79308 | 5323153 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Rockbridge Investment Management, LCC | 1821984 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3180 | 213442 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20973 | 1407710 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ASSETMARK, INC | 1344551 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 671 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 1342 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2364665 | 158716315 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Pictet Asset Management Holding SA | 1993888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7973 | 535148 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Maryland State Retirement & Pension System | 1795552 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7674 | 515079 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| Aureum Wealth Management, LLC | 2093444 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7571 | 508166 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 1611 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147202 | 9880198 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Cambridge Investment Research Advisors, Inc. | 1419186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4395 | 295 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| AMERICAN CENTURY COMPANIES INC | 748054 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97233 | 6526279 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| XPONANCE LLC | 1637541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5378 | 360971 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105400 | 7074448 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Rafferty Asset Management, LLC | 1389426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20167 | 1353609 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Center for Financial Planning, Inc. | 1803557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 780 | 52354 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| AQR CAPITAL MANAGEMENT LLC | 1167557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64163 | 4306622 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 1005354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3500 | 234920 | — | — | — | Aug 25, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3088 | 207233 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Strategic Financial Services, Inc. | 1432539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8686 | 583004 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| SG Americas Securities, LLC | 1313360 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136416 | 9156 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13805 | 932907 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14441 | 969280 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NFJ INVESTMENT GROUP, LLC | 1862664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 253550 | 17018276 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 660 | 44299 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3955 | 265474 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Riggs Asset Managment Co. Inc. | 1601348 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 411432 | 27615316 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| ST GERMAIN D J CO INC | 831571 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78 | 5235 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Pinnacle Wealth Planning Services, Inc. | 1726752 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 217 | 14565 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4862 | 326337 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Louisiana State Employees Retirement System | 1537191 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23400 | 1372410 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| Susquehanna Portfolio Strategies, LLC | 1996449 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10754 | 721808 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4476 | 300 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| AMERIPRISE FINANCIAL INC | 820027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124424 | 8354922 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MELFA WEALTH MANAGEMENT, INC. | 1962465 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4040 | 271156 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133244 | 8943337 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 658 | 44165 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| NBT BANK, N.A. | 898413 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1202 | 80678 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| VICTORY CAPITAL MANAGEMENT INC | 1040188 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 105837 | 7103779 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Transamerica Financial Advisors, LLC | 1502149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 194 | 13115 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| LPL Financial LLC | 1403438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43259 | 2903531 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9506 | 638043 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Geneos Wealth Management Inc. | 1764754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 67120 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Schonfeld Strategic Advisors LLC | 1665241 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7621 | 511521 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AXQ CAPITAL, LP | 1916908 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3220 | 216126 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| WELLS FARGO & COMPANY/MN | 72971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 48686 | 3267804 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3313651 | 223932751 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 563 | 37789 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| SJS Investment Consulting Inc. | 1894302 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 376 | 25238 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.