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 276 institutions that hold shares in the stock, with a total of 39.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History | 
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History | 
|               
                
   
      Raymond James Financial Inc
       
                                 
              St. Petersburg, FL  | 
              Aug 14, 2025 Q2 2025 | 
                 11,095 
                shares            
               | 
              
                 
                    $615,550
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 0.14%
                                         
                 | 
              |
|               
                
   
      Gallagher Fiduciary Advisors, LLC
       
                                 
              Rolling Meadows, IL  | 
              Aug 14, 2025 Q2 2025 | 
                 11,054 
                shares            
               | 
              
                 
                    $613,275
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 22.44%
                                         
                 | 
              |
|               
                
   
      Bank Of Montreal 
       
                                 
              Toronto, A6  | 
              Aug 05, 2025 Q2 2025 | 
                 11,040 
                shares            
               | 
              
                 
                    $612,499
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 0.36%
                                         
                 | 
              |
|               
                
   
      Fulton Bank, N.A.
      
   
                                 
               | 
              Oct 21, 2025 Q3 2025 | 
                 10,965 
                shares            
               | 
              
                 
                    $608,338
                    0.05% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 10.98%
                                         
                 | 
              |
|               
                
   
      Dynamic Technology Lab Private LTD
       
                                 
              Singapore, U0  | 
              May 16, 2025 Q1 2025 | 
                 10,950 
                shares            
               | 
              
                 
                    $607,506
                    0.1% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      Meridian Wealth Partners, LLC
       
                                 
              Blue Bell, PA  | 
              Aug 13, 2025 Q2 2025 | 
                 10,934 
                shares            
               | 
              
                 
                    $606,618
                    0.09% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      Alliance Wealth Advisors, LLC
      
   
                                 
               | 
              Oct 15, 2025 Q3 2025 | 
                 10,675 
                shares            
               | 
              
                 
                    $592,249
                    0.26% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 3.05%
                                         
                 | 
              |
|               
                
   
      Aquatic Capital Management LLC
       
                                 
              Chicago, IL  | 
              Aug 14, 2025 Q2 2025 | 
                 10,627 
                shares            
               | 
              
                 
                    $589,585
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 69.68%
                                         
                 | 
              |
|               
                
   
      Raymond James Financial Services Advisors, Inc.
       
                                 
              St. Petersburg, FL  | 
              Oct 18, 2024 Q3 2024 | 
                 9,927 
                shares            
               | 
              
                 
                    $550,749
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q3 2024
                      Reduced 12.89%
                                         
                 | 
              |
|               
                
   
      Ci Private Wealth, LLC
       
                                 
              Miami, FL  | 
              Sep 26, 2025 Q2 2025 | 
                 9,678 
                shares            
               | 
              
                 
                    $536,935
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 0.2%
                                         
                 | 
              |
|               
                
   
      Los Angeles Capital Management LLC
      
   
                                 
               | 
              Oct 20, 2025 Q3 2025 | 
                 9,558 
                shares            
               | 
              
                 
                    $530,277
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      Voya Investment Management LLC
       
                                 
              Atlanta, GA  | 
              Oct 09, 2025 Q3 2025 | 
                 9,530 
                shares            
               | 
              
                 
                    $528,724
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 34.28%
                                         
                 | 
              |
|               
                
   
      Mercer Global Advisors Inc 
       
                                 
              Denver, CO  | 
              Aug 14, 2025 Q2 2025 | 
                 9,496 
                shares            
               | 
              
                 
                    $526,838
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 0.75%
                                         
                 | 
              |
|               
                
   
      Advisor Group Holdings, Inc.
       
                                 
              Phoenix, AZ  | 
              Sep 04, 2025 Q2 2025 | 
                 9,358 
                shares            
               | 
              
                 
                    $519,181
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 2.1%
                                         
                 | 
              |
|               
                
   
      Strategic Financial Services, Inc,
       
                                 
              Utica, NY  | 
              Aug 01, 2025 Q2 2025 | 
                 8,812 
                shares            
               | 
              
                 
                    $488,889
                    0.03% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 2.47%
                                         
                 | 
              |
|               
                
   
      Amundi
       
                                 
              Paris, I0  | 
              Aug 13, 2025 Q2 2025 | 
                 8,691 
                shares            
               | 
              
                 
                    $482,176
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 58.82%
                                         
                 | 
              |
|               
                
   
      Pictet Asset Management Holding Sa
       
                                 
              Carouge, V8  | 
              Aug 13, 2025 Q2 2025 | 
                 8,689 
                shares            
               | 
              
                 
                    $482,065
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      Added 28.02%
                                         
                 | 
              |
|               
                
   
      Trust CO Of Vermont
      
   
                                 
               | 
              Oct 14, 2025 Q3 2025 | 
                 8,669 
                shares            
               | 
              
                 
                    $480,956
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 0.99%
                                         
                 | 
              |
|               
                
   
      Israel Englander                        
      Millennium Management LLC | New York, Ny
   
                                 
               | 
              Aug 14, 2025 Q2 2025 | 
                 8,220 
                shares            
               | 
              
                 
                    $456,045
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 75.55%
                                         
                 | 
              |
|               
                
   
      Carl P. Sherr & Co., LLC
      
   
                                 
               | 
              Nov 03, 2025 Q3 2025 | 
                 8,170 
                shares            
               | 
              
                 
                    $453,271
                    0.23% of portfolio                               
                         
                 | 
              
                 
                    Q4 2023
                      Added 57.45%
                                         
                 | 
              |
|               
                
   
      Cambridge Investment Research Advisors, Inc.
      
   
                                 
               | 
              Jul 31, 2025 Q2 2025 | 
                 8,062 
                shares            
               | 
              
                 
                    $447,279
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 3.47%
                                         
                 | 
              |
|               
                
   
      Inspire Investing, LLC
       
                                 
              Meridian, ID  | 
              Oct 15, 2025 Q3 2025 | 
                 7,713 
                shares            
               | 
              
                 
                    $427,917
                    0.05% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 12.9%
                                         
                 | 
              |
|               
                
   
      Benjamin Edwards Inc
       
                                 
              Clayton, MO  | 
              Oct 23, 2025 Q3 2025 | 
                 7,639 
                shares            
               | 
              
                 
                    $423,811
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 43.94%
                                         
                 | 
              |
|               
                
   
      Maryland State Retirement & Pension System
      
   
                                 
               | 
              Oct 28, 2025 Q3 2025 | 
                 7,599 
                shares            
               | 
              
                 
                    $421,592
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 51.08%
                                         
                 | 
              |
|               
                
   
      Hanson & Doremus Investment Management
      
   
                                 
               | 
              Oct 15, 2025 Q3 2025 | 
                 7,517 
                shares            
               | 
              
                 
                    $417,043
                    0.06% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 0.92%
                                         
                 |