Institutional Ownership Community Bank System, Inc. (CBU)
This table provides information about the institutional ownership of Community Bank System, Inc. (CBU). We have compiled data on the 271 institutions that hold shares in the stock, with a total of 39.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
262
shares
|
$14,797
0.0% of portfolio
|
Q2 2024
Added 20.18%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
204
shares
|
$11,521
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
188
shares
|
$10,618
0.0% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
181
shares
|
$10,222
0.01% of portfolio
|
Q1 2022
Reduced 5.24%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
149
shares
|
$8,415
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
129
shares
|
$7,285
0.0% of portfolio
|
Q3 2024
Added 86.96%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
120
shares
|
$6,777
0.0% of portfolio
|
Q3 2025
Reduced 9.77%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
118
shares
|
$6,664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
114
shares
|
$6,438
0.0% of portfolio
|
Q3 2025
Reduced 5.79%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
110
shares
|
$6,212
0.0% of portfolio
|
Q2 2022
Reduced 45.0%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
103
shares
|
$5,817
0.0% of portfolio
|
Q2 2025
Added 186.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
91
shares
|
$5,139
0.0% of portfolio
|
Q4 2020
Reduced 19.47%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
90
shares
|
$5,083
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
80
shares
|
$4,518
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
70
shares
|
$3,953
0.0% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
36
shares
|
$2,033
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
32
shares
|
$1,807
0.0% of portfolio
|
Q1 2025
Reduced 15.79%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
29
shares
|
$1,637
0.0% of portfolio
|
Q3 2025
Added 45.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
29
shares
|
$1,637
0.0% of portfolio
|
Q3 2025
Reduced 25.64%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
28
shares
|
$1,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
21
shares
|
$1,186
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
20
shares
|
$1,129
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
20
shares
|
$1,129
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
18
shares
|
$1,016
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
14
shares
|
$790
0.0% of portfolio
|
Q2 2025
New holding
|
|