Latest Period
Q2 2026
Security Snapshot
COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) Institutional Ownership
CUSIP: 203607106
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
277
Shares (Excl. Options)
40,998,565
Price
$67.12
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- Security type / class
- Equity / COMMON STOCK
- Symbol
- CBU on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 40,998,565
- Total 13F value
- $2,752,927,902
- Portfolio coverage rank
- 0%
- Share change
- +1,023,100
- Value change
- +$71,014,577
- Number of holders
- 277
- Shares outstanding
- 52,544,394
- SEC-reported price per share
- $64.43
- Insider filing price
- $64.43
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- CBU - COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK is tracked under CUSIP 203607106.
- 277 institutions reported positions in Q2 2026.
- 4 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 265 to 277 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $2,345,154,881 to $2,752,927,902.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 277 institutions filings for Q2 2026.
Security key
203607106
Latest holder period
Q2 2026
13F holders
277
13D/G owners
4
CIK / CUSIP context first
Open Q2 2026 holders
CBU full holder history
COMMUNITY FINANCIAL SYSTEM, INC. SEC filings
COMMUNITY FINANCIAL SYSTEM, INC. company facts
COMMUNITY FINANCIAL SYSTEM, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 203607106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
4
Security
CBU
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 7% | +20% | $245,624,025 | +$43,522,863 | 3,678,108 | +22% | FMR LLC | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8% | $208,317,997 | 3,551,884 | Vanguard Portfolio Management | 31 Mar 2026 | |||
| STATE STREET CORP | 6.1% | $179,372,988 | 3,219,185 | STATE STREET CORPORATION | 31 Mar 2025 | |||
| VANGUARD CAPITAL MANAGEMENT LLC | 5.3% | $162,660,262 | 2,773,406 | Vanguard Capital Management | 31 Mar 2026 |
As of 30 Jun 2026, 277 institutional investors reported holding 40,998,565 shares of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU). This represents 78% of the company’s total 52,544,394 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
68%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 14% | 7,556,770 | +0.57% | 0.01% | $507,210,415 |
| FMR LLC | 7% | 3,678,108 | +22% | 0.01% | $246,874,581 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6.8% | 3,549,062 | +0.66% | 0.01% | $238,213,041 |
| NEUBERGER BERMAN GROUP LLC | 6.6% | 3,456,640 | -7% | 0.15% | $232,009,684 |
| STATE STREET CORP | 6.3% | 3,313,651 | +5.2% | 0.01% | $223,932,751 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 2,364,665 | -0.4% | 0% | $158,716,315 |
| DIMENSIONAL FUND ADVISORS LP | 3.5% | 1,843,474 | +1.4% | 0.02% | $123,733,721 |
| MORGAN STANLEY | 3.2% | 1,682,284 | -9.6% | 0.01% | $112,915,040 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6% | 1,359,907 | +4.8% | 0% | $91,291,409 |
| FEDERATED HERMES, INC. | 1.4% | 738,531 | -2.2% | 0.07% | $49,570,201 |
| NORTHERN TRUST CORP | 1.3% | 657,590 | +6% | 0.01% | $44,137,440 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2% | 635,278 | -0.58% | 0.01% | $42,639,859 |
| NORGES BANK | 1.1% | 567,244 | 0% | $38,073,417 | |
| Bank of New York Mellon Corp | 1% | 544,140 | +2.5% | 0.01% | $36,522,641 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.86% | 450,410 | 0.01% | $30,231,519 | |
| Riggs Asset Managment Co. Inc. | 0.78% | 411,432 | -1.4% | 4.9% | $27,615,316 |
| SEGALL BRYANT & HAMILL, LLC | 0.75% | 392,351 | +11% | 0.31% | $26,334,599 |
| DEPRINCE RACE & ZOLLO INC | 0.7% | 368,124 | -31% | 0.41% | $24,708,483 |
| VANGUARD FIDUCIARY TRUST CO | 0.68% | 356,833 | +3.2% | 0.01% | $23,950,631 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.61% | 321,017 | 0.92% | $21,546,661 | |
| NFJ INVESTMENT GROUP, LLC | 0.49% | 260,075 | -62% | 0.59% | $17,456,234 |
| UBS Group AG | 0.49% | 259,422 | +70% | 0% | $17,412,404 |
| PRINCIPAL FINANCIAL GROUP INC | 0.48% | 254,722 | -0.65% | 0.01% | $17,096,941 |
| BANK OF AMERICA CORP /DE/ | 0.47% | 246,960 | -59% | 0% | $16,575,950 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.45% | 236,766 | +208% | 0.02% | $15,891,734 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 40,998,565 | $2,752,927,902 | +$71,014,577 | $67.12 | 277 |
| 2026 Q1 | 39,962,615 | $2,345,154,881 | -$2,602,964 | $58.65 | 265 |
| 2025 Q4 | 40,012,976 | $2,300,257,934 | +$47,207,933 | $57.44 | 264 |
| 2025 Q3 | 39,171,629 | $2,298,632,992 | +$1,933,364 | $58.64 | 253 |
| 2025 Q2 | 39,214,348 | $2,231,407,602 | +$55,603,070 | $56.87 | 259 |
| 2025 Q1 | 38,174,544 | $2,172,407,388 | -$18,452,642 | $56.86 | 267 |
| 2024 Q4 | 38,495,111 | $2,376,676,464 | +$64,420,459 | $61.68 | 253 |
| 2024 Q3 | 37,441,439 | $2,175,258,259 | -$26,575,713 | $58.07 | 254 |
| 2024 Q2 | 37,717,438 | $1,782,327,809 | -$16,837,338 | $47.21 | 242 |
| 2024 Q1 | 38,093,830 | $1,831,415,004 | -$64,565,531 | $48.03 | 233 |
| 2023 Q4 | 39,309,363 | $2,050,317,356 | -$26,790,105 | $52.11 | 243 |
| 2023 Q3 | 39,925,881 | $1,687,022,600 | -$42,552,896 | $42.21 | 233 |
| 2023 Q2 | 40,841,874 | $1,917,485,602 | +$73,110,704 | $46.88 | 220 |
| 2023 Q1 | 39,230,782 | $2,061,908,330 | +$27,700,920 | $52.49 | 240 |
| 2022 Q4 | 38,658,576 | $2,434,783,607 | +$46,359,015 | $62.95 | 252 |
| 2022 Q3 | 38,776,763 | $2,332,445,778 | +$43,822,191 | $60.08 | 239 |
| 2022 Q2 | 37,985,740 | $2,406,414,401 | +$23,614,675 | $63.28 | 231 |
| 2022 Q1 | 37,767,924 | $2,652,129,232 | +$3,044,756 | $70.15 | 235 |
| 2021 Q4 | 37,741,277 | $2,811,331,306 | -$20,164,843 | $74.48 | 238 |
| 2021 Q3 | 37,925,620 | $2,595,545,583 | -$19,387,697 | $68.42 | 232 |
| 2021 Q2 | 38,153,399 | $2,887,140,255 | -$7,456,443 | $75.65 | 218 |
| 2021 Q1 | 38,300,518 | $2,939,349,842 | +$61,393,518 | $76.72 | 210 |
| 2020 Q4 | 37,396,003 | $2,332,499,707 | -$33,503,056 | $62.31 | 220 |
| 2020 Q3 | 38,008,371 | $2,072,035,271 | +$35,251,919 | $54.46 | 207 |
| 2020 Q2 | 37,267,483 | $2,126,463,430 | -$39,188,118 | $57.02 | 215 |