Security key
203607106
COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU)
CUSIP: 203607106
Q2 2025 13F Holders as of 30 Jun 2025
- Type / Class
- Equity / COMMON STOCK
- Shares outstanding
- 52,178,834
- Total 13F shares
- 39,214,348
- Share change
- +977,627
- Total reported value
- $2,231,407,602
- Put/Call ratio
- 316%
- Price per share
- $56.87
- Number of holders
- 259
- Value change
- +$55,603,070
- Number of buys
- 120
- Number of sells
- 106
Report period
Q2 2025
Institutions
259
Top holders
10
CBU full security history
Newer quarter: Q3 2025
Previous quarter: Q1 2025
COMMUNITY FINANCIAL SYSTEM, INC. SEC filings
COMMUNITY FINANCIAL SYSTEM, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 203607106
Recent filing periods:
Ownership snapshot
Top shareholders of CBU - COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with the largest verified stakes, then open the linked filing trail.
Lead holder
STATE STREET CORP
13D/G signal
STATE STREET CORP
Evidence rows
50
Latest as of
31 Mar 2025
13F
13D/G
Lead comparable stake: 6.1%
13D/G row: STATE STREET CORP
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
6.1%
from 13D/G
|
$184,573,658
3,219,185 shares
|
— | 31 Mar 2025 |
| BlackRock, Inc. |
13F
Company
|
15%
|
$436,537,063
7,677,402 shares
|
— | 31 Mar 2025 |
| VANGUARD GROUP INC |
13F
Company
|
12%
|
$360,397,843
6,338,337 shares
|
— | 31 Mar 2025 |
| Neuberger Berman Group LLC |
13F
Company
|
7%
|
$206,490,065
3,631,552 shares
|
— | 31 Mar 2025 |
| MORGAN STANLEY |
13F
Company
|
4.3%
|
$126,451,210
2,223,901 shares
|
— | 31 Mar 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
3.4%
|
$102,156,874
1,796,684 shares
|
— | 31 Mar 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
2.4%
|
$70,610,639
1,241,548 shares
|
— | 31 Mar 2025 |
| FEDERATED HERMES, INC. |
13F
Company
|
1.6%
|
$47,449,102
834,490 shares
|
— | 31 Mar 2025 |
| NORTHERN TRUST CORP |
13F
Company
|
1.3%
|
$37,929,031
667,060 shares
|
— | 31 Mar 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
Company
|
1.2%
|
$36,772,670
646,723 shares
|
— | 31 Mar 2025 |
| NORGES BANK |
13F
Company
|
1.2%
|
$34,539,493
607,448 shares
|
— | 31 Mar 2025 |
| DEPRINCE RACE & ZOLLO INC |
13F
Company
|
1.1%
|
$33,889,186
596,011 shares
|
— | 31 Mar 2025 |
| GOLDMAN SACHS GROUP INC |
13F
Company
|
1.1%
|
$31,307,832
550,613 shares
|
— | 31 Mar 2025 |
| Bank of New York Mellon Corp |
13F
Company
|
1%
|
$30,750,776
540,816 shares
|
— | 31 Mar 2025 |
| SEGALL BRYANT & HAMILL, LLC |
13F
Company
|
0.82%
|
$24,473,340
430,414 shares
|
— | 31 Mar 2025 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
Company
|
0.73%
|
$21,669,000
381,087 shares
|
— | 31 Mar 2025 |
| Invesco Ltd. |
13F
Company
|
0.65%
|
$19,315,115
339,696 shares
|
— | 31 Mar 2025 |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
Company
|
0.54%
|
$16,107,017
283,275 shares
|
— | 31 Mar 2025 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
0.54%
|
$15,879,375
279,271 shares
|
— | 31 Mar 2025 |
| PRINCIPAL FINANCIAL GROUP INC |
13F
Company
|
0.5%
|
$14,911,250
262,245 shares
|
— | 31 Mar 2025 |
| Waldron Private Wealth LLC |
13F
Company
|
0.41%
|
$12,198,842
212,820 shares
|
— | 31 Mar 2025 |
| JPMORGAN CHASE & CO |
13F
Company
|
0.34%
|
$10,153,355
178,567 shares
|
— | 31 Mar 2025 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
Company
|
0.32%
|
$9,497,838
167,039 shares
|
— | 31 Mar 2025 |
| Nuveen, LLC |
13F
Company
|
0.31%
|
$9,293,937
163,453 shares
|
— | 31 Mar 2025 |
| UBS Group AG |
13F
Company
|
0.31%
|
$9,088,502
159,840 shares
|
— | 31 Mar 2025 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
0.3%
|
$8,956,423
157,454 shares
|
— | 31 Mar 2025 |
| RHUMBLINE ADVISERS |
13F
Company
|
0.29%
|
$8,522,608
149,888 shares
|
— | 31 Mar 2025 |
| JANE STREET GROUP, LLC |
13F
Company
|
0.28%
|
$8,285,583
145,719 shares
|
— | 31 Mar 2025 |
| Legal & General Group Plc |
13F
Company
|
0.27%
|
$8,054,277
141,651 shares
|
— | 31 Mar 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
Company
|
0.26%
|
$7,768,155
136,619 shares
|
— | 31 Mar 2025 |
| ProShare Advisors LLC |
13F
Company
|
0.25%
|
$7,459,576
131,192 shares
|
— | 31 Mar 2025 |
| VICTORY CAPITAL MANAGEMENT INC |
13F
Company
|
0.25%
|
$7,438,198
130,816 shares
|
— | 31 Mar 2025 |
| NFJ INVESTMENT GROUP, LLC |
13F
Company
|
0.24%
|
$7,199,159
126,612 shares
|
— | 31 Mar 2025 |
| FMR LLC |
13F
Company
|
0.24%
|
$7,065,630
124,264 shares
|
— | 31 Mar 2025 |
| Community Bank, N.A. |
13F
Company
|
0.22%
|
$6,486,645
114,081 shares
|
— | 31 Mar 2025 |
| Russell Investments Group, Ltd. |
13F
Company
|
0.21%
|
$6,144,460
108,063 shares
|
— | 31 Mar 2025 |
| Qube Research & Technologies Ltd |
13F
Company
|
0.2%
|
$5,987,358
105,300 shares
|
— | 31 Mar 2025 |
| FJ Capital Management LLC |
13F
Company
|
0.2%
|
$5,977,578
105,128 shares
|
— | 31 Mar 2025 |
| Swiss National Bank |
13F
Company
|
0.2%
|
$5,794,034
101,900 shares
|
— | 31 Mar 2025 |
| CITIGROUP INC |
13F
Company
|
0.18%
|
$5,412,731
95,194 shares
|
— | 31 Mar 2025 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
0.18%
|
$5,302,607
93,257 shares
|
— | 31 Mar 2025 |
| CITADEL ADVISORS LLC |
13F
Company
|
0.18%
|
$5,300,489
93,220 shares
|
— | 31 Mar 2025 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
Company
|
0.18%
|
$5,231,745
92,011 shares
|
— | 31 Mar 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
Company
|
0.16%
|
$4,861,985
85,508 shares
|
— | 31 Mar 2025 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
0.16%
|
$4,775,493
83,987 shares
|
— | 31 Mar 2025 |
| York State Teachers Retirement System New |
13F
Individual
|
0.16%
|
$4,755,000
83,621 shares
|
— | 31 Mar 2025 |
| Jacobi Capital Management LLC |
13F
Company
|
0.15%
|
$4,557,319
80,150 shares
|
— | 31 Mar 2025 |
| BARCLAYS PLC |
13F
Company
|
0.15%
|
$4,434,453
77,989 shares
|
— | 31 Mar 2025 |
| Sterling Capital Management LLC |
13F
Company
|
0.15%
|
$4,339,555
76,320 shares
|
— | 31 Mar 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
Company
|
0.13%
|
$3,986,113
70,104 shares
|
— | 31 Mar 2025 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
259
Shares
39,214,348
Rows loaded
258
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
267
Q2 2025 holders
259
Holder diff
-8
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.