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 269 institutions that hold shares in the stock, with a total of 39.5 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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
899
shares
|
$50,775
0.0% of portfolio
|
Q3 2025
Added 56.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
806
shares
|
$45,522
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
780
shares
|
$44,054
0.0% of portfolio
|
Q4 2020
Reduced 33.9%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
732
shares
|
$41,343
0.0% of portfolio
|
Q3 2025
Reduced 6.27%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
706
shares
|
$39,874
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
682
shares
|
$38,519
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Nov 14, 2025 Q3 2025 |
582
shares
|
$32,871
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
570
shares
|
$32,193
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Nov 07, 2025 Q3 2025 |
533
shares
|
$30,103
0.0% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
500
shares
|
$28,240
0.0% of portfolio
|
Q4 2025
Added 4.6%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
485
shares
|
$27,392
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
425
shares
|
$24,004
0.0% of portfolio
|
Q3 2025
Reduced 62.19%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
417
shares
|
$23,552
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
394
shares
|
$22,253
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
390
shares
|
$22,027
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
351
shares
|
$19,824
0.0% of portfolio
|
Q4 2025
Reduced 3.04%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
349
shares
|
$19,711
0.0% of portfolio
|
Q3 2025
Added 105.29%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$16,944
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$16,944
0.0% of portfolio
|
Q2 2023
Reduced 9.37%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
292
shares
|
$16,492
0.0% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
285
shares
|
$16,096
0.0% of portfolio
|
Q3 2025
Added 57.46%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
278
shares
|
$15,701
0.0% of portfolio
|
Q3 2025
Added 387.72%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
277
shares
|
$15,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
270
shares
|
$15,249
0.0% of portfolio
|
Q3 2020
Added 50.0%
|
|
|
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%
|
|