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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
11
shares
|
$621
0.0% of portfolio
|
Q3 2023
Reduced 8.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
11
shares
|
$621
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
10
shares
|
$564
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
8
shares
|
$451
0.0% of portfolio
|
Q3 2025
Reduced 27.27%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
7
shares
|
$395
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6
shares
|
$338
0.0% of portfolio
|
Q3 2025
Reduced 57.14%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
5
shares
|
$282
0.0% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
5
shares
|
$282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
5
shares
|
$282
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4
shares
|
$225
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
4
shares
|
$225
0.0% of portfolio
|
Q2 2025
Reduced 99.73%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
4
shares
|
$225
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
2
shares
|
$112
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1
shares
|
$56
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|