CBUCommunity Financial System, Inc.

$63.21

Who owns CBU

262 institutions reported holding CBU for 2026Q1, together 76% of the company, more than the 262 a quarter earlier.

262

Institutions reporting a position · as of 2026Q1 · up from 262 the quarter before

Shares held by institutions
40.0M

Shares held by institutions · 76% of the company · long US equity positions only, as reported on Form 13F

Reported value
$2.35B

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
45%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
31
Positions exited
36
Added to
98
Reduced
65
Top 10 holdersof the company
57%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q126240.0M$2.35B
2025Q426240.0M$2.30B
2025Q325339.2M$2.30B
2025Q225539.2M$2.23B
2025Q126538.8M$2.21B
2024Q425238.4M$2.37B
2024Q325237.4M$2.17B
2024Q224337.7M$1.78B
2024Q123438.1M$1.83B
2023Q424539.3M$2.05B
2023Q323339.9M$1.68B
2023Q222040.9M$1.92B
2023Q124139.2M$2.06B
2022Q425338.6M$2.43B
2022Q324839.1M$2.35B
2022Q223537.8M$2.40B
Largest reported holders, 2026Q1
HolderShares% of companyValue
BlackRock Inc.7.5M14%$441M
VANGUARD GROUP INC6.3M12%$371M
Neuberger Berman Group LLC3.7M7.0%$218M
STATE STREET CORP3.2M6.0%$186M
FMR LLC3.0M5.7%$177M
MORGAN STANLEY1.9M3.5%$109M
DIMENSIONAL FUND ADVISORS LP1.8M3.4%$107M
GEODE CAPITAL MANAGEMENT LLC1.3M2.5%$76M
FEDERATED INVESTORS INC /PA/0.8M1.4%$44M
NFJ INVESTMENT GROUP, LLC0.7M1.3%$40M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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