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 275 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 $2.23 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 |
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
4,254
shares
|
$236,011
0.0% of portfolio
|
Q3 2025
Added 6.59%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
4,204
shares
|
$233,237
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,203
shares
|
$233,182
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
4,188
shares
|
$232,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Xponance, Inc.
|
Aug 14, 2025 Q2 2025 |
4,110
shares
|
$228,022
0.0% of portfolio
|
Q2 2025
Added 4.05%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
4,040
shares
|
$224,139
0.14% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 13, 2025 Q2 2025 |
4,000
shares
|
$221,920
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$221,920
0.0% of portfolio
|
Q2 2025
Reduced 55.56%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
3,925
shares
|
$217,759
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
3,848
shares
|
$213,487
0.04% of portfolio
|
Q3 2025
Added 6.95%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,809
shares
|
$211,323
0.0% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Pathway Financial Advisors LLC
|
Oct 10, 2025 Q3 2025 |
3,730
shares
|
$206,940
0.03% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
3,595
shares
|
$199,450
0.0% of portfolio
|
Q2 2025
Reduced 27.52%
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
3,589
shares
|
$199,117
0.02% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
3,150
shares
|
$174,762
0.12% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,957
shares
|
$164,054
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,890
shares
|
$160,337
0.01% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
2,773
shares
|
$153,846
0.01% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,334
shares
|
$129,490
0.0% of portfolio
|
Q2 2025
Added 31.57%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,982
shares
|
$109,961
0.0% of portfolio
|
Q3 2025
Added 41.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,804
shares
|
$100,085
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
1,668
shares
|
$92,540
0.0% of portfolio
|
Q2 2025
Reduced 40.39%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,479
shares
|
$82,054
0.05% of portfolio
|
Q3 2025
Added 110.68%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,452
shares
|
$80,556
0.0% of portfolio
|
Q2 2020
Added 10.83%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,267
shares
|
$70,293
0.01% of portfolio
|
Q2 2025
Reduced 1.25%
|