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 |
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
1,222
shares
|
$67,796
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,202
shares
|
$66,686
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
1,124
shares
|
$62,359
0.0% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,123
shares
|
$62,304
0.0% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
1,100
shares
|
$61,028
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,000
shares
|
$55,480
0.0% of portfolio
|
Q1 2025
Reduced 56.24%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,000
shares
|
$55,480
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
952
shares
|
$52,816
0.01% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
910
shares
|
$50,486
0.0% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
899
shares
|
$49,876
0.0% of portfolio
|
Q3 2025
Added 56.08%
|
|
|
Quarry LP
New York, NY |
Aug 14, 2025 Q2 2025 |
782
shares
|
$43,385
0.01% of portfolio
|
Q2 2025
Added 1067.16%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
781
shares
|
$43,329
0.0% of portfolio
|
Q2 2025
Added 176.95%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
780
shares
|
$43,274
0.01% of portfolio
|
Q4 2020
Reduced 33.9%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
706
shares
|
$39,168
0.02% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Jul 15, 2025 Q2 2025 |
583
shares
|
$32,344
0.0% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
565
shares
|
$31,346
0.01% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Bnp Paribas Asset Management Holding S.A.
|
Aug 05, 2025 Q2 2025 |
545
shares
|
$30,236
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
485
shares
|
$26,907
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
478
shares
|
$26,519
0.0% of portfolio
|
Q4 2024
Added 99.17%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
417
shares
|
$23,135
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
394
shares
|
$21,859
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
390
shares
|
$21,637
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
362
shares
|
$20,083
0.0% of portfolio
|
Q3 2025
Added 16.03%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
300
shares
|
$16,644
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
300
shares
|
$16,644
0.0% of portfolio
|
Q2 2023
Reduced 9.37%
|