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
- 52,626,300
- 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
Quarterly Holders Quick Answers
What is CUSIP 203607106?
CUSIP 203607106 identifies CBU - COMMUNITY FINANCIAL SYSTEM, INC. - Common Stock in SEC institutional holdings data.
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Recent filing periods for CUSIP 203607106:
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. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. |
13F
|
Company |
15%
|
7,677,402
|
$436,537,063 | — | 31 Mar 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
6,338,337
|
$360,397,843 | — | 31 Mar 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
6.9%
|
3,631,552
|
$206,490,065 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
13D/G
|
Company · STATE STREET CORPORATION |
6.1%
from 13D/G
|
3,219,185
|
$184,573,658 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
4.2%
|
2,223,901
|
$126,451,210 | — | 31 Mar 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.4%
|
1,796,684
|
$102,156,874 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
1,241,548
|
$70,610,639 | — | 31 Mar 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
1.6%
|
834,490
|
$47,449,102 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.3%
|
667,060
|
$37,929,031 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
646,723
|
$36,772,670 | — | 31 Mar 2025 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
1.1%
|
596,011
|
$33,889,186 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1%
|
550,613
|
$31,307,832 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1%
|
540,816
|
$30,750,776 | — | 31 Mar 2025 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.82%
|
430,414
|
$24,473,340 | — | 31 Mar 2025 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
|
Company |
0.72%
|
381,087
|
$21,669,000 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.65%
|
339,696
|
$19,315,115 | — | 31 Mar 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.54%
|
283,275
|
$16,107,017 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.53%
|
279,271
|
$15,879,375 | — | 31 Mar 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.5%
|
262,245
|
$14,911,250 | — | 31 Mar 2025 | |
| Waldron Private Wealth LLC |
13F
|
Company |
0.4%
|
212,820
|
$12,198,842 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.34%
|
178,567
|
$10,153,355 | — | 31 Mar 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.32%
|
167,039
|
$9,497,838 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.31%
|
163,453
|
$9,293,937 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.3%
|
159,840
|
$9,088,502 | — | 31 Mar 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.3%
|
157,454
|
$8,956,423 | — | 31 Mar 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.28%
|
149,888
|
$8,522,608 | — | 31 Mar 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
0.28%
|
145,719
|
$8,285,583 | — | 31 Mar 2025 | |
| Mark E. Tryniski |
3/4/5
|
Director |
—
mixed-class rows
|
186,233
mixed-class rows
|
$8,129,071 | — | 19 Mar 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.27%
|
141,651
|
$8,054,277 | — | 31 Mar 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.26%
|
136,619
|
$7,768,155 | — | 31 Mar 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.25%
|
131,192
|
$7,459,576 | — | 31 Mar 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.25%
|
130,816
|
$7,438,198 | — | 31 Mar 2025 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
0.24%
|
126,612
|
$7,199,159 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
0.24%
|
124,264
|
$7,065,630 | — | 31 Mar 2025 | |
| Community Bank, N.A. |
13F
|
Company |
0.22%
|
114,081
|
$6,486,645 | — | 31 Mar 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.21%
|
108,063
|
$6,144,460 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.2%
|
105,300
|
$5,987,358 | — | 31 Mar 2025 | |
| FJ Capital Management LLC |
13F
|
Company |
0.2%
|
105,128
|
$5,977,578 | — | 31 Mar 2025 | |
| Swiss National Bank |
13F
|
Company |
0.19%
|
101,900
|
$5,794,034 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.18%
|
95,194
|
$5,412,731 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.18%
|
93,257
|
$5,302,607 | — | 31 Mar 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.18%
|
93,220
|
$5,300,489 | — | 31 Mar 2025 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.17%
|
92,011
|
$5,231,745 | — | 31 Mar 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.16%
|
85,508
|
$4,861,985 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.16%
|
83,987
|
$4,775,493 | — | 31 Mar 2025 | |
| York State Teachers Retirement System New |
13F
|
Individual |
0.16%
|
83,621
|
$4,755,000 | — | 31 Mar 2025 | |
| Jacobi Capital Management LLC |
13F
|
Company |
0.15%
|
80,150
|
$4,557,319 | — | 31 Mar 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.15%
|
77,989
|
$4,434,453 | — | 31 Mar 2025 | |
| Sterling Capital Management LLC |
13F
|
Company |
0.15%
|
76,320
|
$4,339,555 | — | 31 Mar 2025 | |
| ADAGE CAPITAL PARTNERS GP, L.L.C. |
13F
|
Company |
0.13%
|
70,104
|
$3,986,113 | — | 31 Mar 2025 |
Institutional Holders of COMMUNITY FINANCIAL SYSTEM, INC. - Common Stock (CBU) as of Q2 2025
As of 30 Jun 2025,
COMMUNITY FINANCIAL SYSTEM, INC. - Common Stock (CBU) was held by
259 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
39,214,348 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, NEUBERGER BERMAN GROUP LLC, STATE STREET CORP, MORGAN STANLEY, DIMENSIONAL FUND ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, FEDERATED HERMES, INC., NORTHERN TRUST CORP, and CHARLES SCHWAB INVESTMENT MANAGEMENT INC.
This page lists
258
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| 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.