Security key
203607106
COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU)
CUSIP: 203607106
Q1 2026 13F Holders as of 31 Mar 2026
- Type / Class
- Equity / COMMON STOCK
- Shares outstanding
- 52,178,834
- Total 13F shares
- 39,962,571
- Share change
- -67,219
- Total reported value
- $2,345,152,300
- Put/Call ratio
- 960%
- Price per share
- $58.65
- Number of holders
- 263
- Value change
- -$2,558,871
- Number of buys
- 134
- Number of sells
- 100
Report period
Q1 2026
Institutions
263
Top holders
10
CBU full security history
Previous quarter: Q4 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:
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 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.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
|
Vanguard Portfolio Management |
6.8%
|
3,551,884
|
$208,317,997 | $0 | 31 Mar 2026 | |
| STATE STREET CORP |
13F
13D/G
|
Company · STATE STREET CORPORATION |
6.1%
from 13D/G
|
3,127,250
|
$181,121,360 | — | 31 Dec 2025 | |
| FMR LLC |
13D/G
13F
|
Company |
5.8%
|
3,026,372
|
$179,736,254 | $0 | 31 Mar 2026 | |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
|
Vanguard Capital Management |
5.3%
|
2,773,406
|
$162,660,262 | $0 | 31 Mar 2026 | |
| BlackRock, Inc. |
13F
|
Company |
14%
|
7,541,520
|
$433,184,919 | — | 31 Dec 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
12%
|
6,275,222
|
$360,448,751 | — | 31 Dec 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
7.3%
|
3,812,445
|
$218,986,831 | — | 31 Dec 2025 | |
| MORGAN STANLEY |
13F
|
Company |
3.8%
|
2,005,436
|
$115,192,398 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
3.4%
|
1,797,967
|
$103,276,646 | — | 31 Dec 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
1,248,549
|
$71,727,108 | — | 31 Dec 2025 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
1.3%
|
695,820
|
$39,967,901 | — | 31 Dec 2025 | |
| NORGES BANK |
13F
|
Company |
1.3%
|
678,844
|
$38,992,799 | — | 31 Dec 2025 | |
| FEDERATED HERMES, INC. |
13F
|
Company |
1.3%
|
671,906
|
$38,594,280 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
635,048
|
$36,477,157 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
603,397
|
$34,659,125 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.1%
|
579,353
|
$33,278,059 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
1%
|
541,428
|
$31,099,648 | — | 31 Dec 2025 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
0.92%
|
477,683
|
$27,438,112 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.83%
|
431,865
|
$24,806,345 | — | 31 Dec 2025 | |
| Riggs Asset Managment Co. Inc. |
13F
|
Company |
0.77%
|
401,450
|
$23,059,288 | — | 31 Dec 2025 | |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO |
13F
|
Company |
0.73%
|
381,087
|
$21,890,000 | — | 31 Dec 2025 | |
| SEGALL BRYANT & HAMILL, LLC |
13F
|
Company |
0.71%
|
371,224
|
$21,323,107 | — | 31 Dec 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.61%
|
317,274
|
$18,224,219 | — | 31 Dec 2025 | |
| PRINCIPAL FINANCIAL GROUP INC |
13F
|
Company |
0.48%
|
251,187
|
$14,428,181 | — | 31 Dec 2025 | |
| Waldron Private Wealth LLC |
13F
|
Company |
0.4%
|
210,242
|
$12,076,302 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.39%
|
204,127
|
$11,725,055 | — | 31 Dec 2025 | |
| PUBLIC SECTOR PENSION INVESTMENT BOARD |
13F
|
Company |
0.35%
|
182,285
|
$10,470,450 | — | 31 Dec 2025 | |
| SG Americas Securities, LLC |
13F
|
Company |
0.32%
|
168,892
|
$9,701,000 | — | 31 Dec 2025 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.29%
|
148,876
|
$8,551,437 | — | 31 Dec 2025 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.28%
|
147,265
|
$8,458,881 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.26%
|
134,944
|
$7,751,182 | — | 31 Dec 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.25%
|
132,307
|
$7,599,714 | — | 31 Dec 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.25%
|
132,192
|
$7,596,562 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.25%
|
131,925
|
$7,577,773 | — | 31 Dec 2025 | |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. |
13F
|
Company |
0.23%
|
122,201
|
$7,019,225 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.23%
|
118,586
|
$6,811,581 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.22%
|
116,002
|
$6,663,138 | — | 31 Dec 2025 | |
| ProShare Advisors LLC |
13F
|
Company |
0.21%
|
111,228
|
$6,388,936 | — | 31 Dec 2025 | |
| Swiss National Bank |
13F
|
Company |
0.2%
|
104,200
|
$5,985,248 | — | 31 Dec 2025 | |
| Community Bank, N.A. |
13F
|
Company |
0.2%
|
102,512
|
$5,888,289 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.18%
|
96,485
|
$5,542,155 | — | 31 Dec 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.18%
|
93,642
|
$5,378,796 | — | 31 Dec 2025 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.18%
|
93,472
|
$5,369,032 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.18%
|
91,715
|
$5,268,158 | — | 31 Dec 2025 | |
| York State Teachers Retirement System New |
13F
|
Individual |
0.16%
|
83,121
|
$4,774,000 | — | 31 Dec 2025 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.16%
|
82,381
|
$4,731,965 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.15%
|
80,286
|
$4,611,652 | — | 31 Dec 2025 | |
| Sterling Capital Management LLC |
13F
|
Company |
0.14%
|
72,207
|
$4,147,570 | — | 31 Dec 2025 | |
| Jacobi Capital Management LLC |
13F
|
Company |
0.13%
|
69,789
|
$4,008,676 | — | 31 Dec 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.13%
|
68,464
|
$3,932,572 | — | 31 Dec 2025 |
Institutional Holders of COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) as of Q1 2026
As of 31 Mar 2026,
COMMUNITY FINANCIAL SYSTEM, INC. - COMMON STOCK (CBU) was held by
263 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
39,962,571 shares.
The largest 10 holders included
BlackRock, Inc., NEUBERGER BERMAN GROUP LLC, VANGUARD PORTFOLIO MANAGEMENT LLC, STATE STREET CORP, FMR LLC, VANGUARD CAPITAL MANAGEMENT LLC, MORGAN STANLEY, DIMENSIONAL FUND ADVISORS LP, GEODE CAPITAL MANAGEMENT, LLC, and FEDERATED HERMES, INC..
This page lists
263
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
263
Q1 2026 holders
263
Holder diff
0
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.