Comparable stake leader
FMR LLC
SEC ownership of COMMUNITY FINANCIAL SYSTEM, INC.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0000723188.
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- CBU on NYSE
- Parsed ownership sources
-
13D/G and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
FMR LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
FMR LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0000723188
- Issuer location
- Syracuse, NY
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of COMMUNITY FINANCIAL SYSTEM, INC. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
FMR LLC
Disclosed value leader
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G
13F
Lead comparable stake: 7%
13D/G row: FMR LLC
Showing 1-8 of 50 holder rows.
Quick read
FMR LLC leads the comparable SEC ownership view at 7%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens FMR LLC's linked filing trail.
Comparable ownership
Top 5
FMR LLC
7%
VANGUARD PORTFOLIO MANAGEMENT LLC
6.8%
STATE STREET CORP
6.1%
VANGUARD CAPITAL MANAGEMENT LLC
5.3%
BlackRock, Inc.
14%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FMR LLC |
13D/G
13F
Company
|
7%
|
$245,624,025
3,678,108 shares
|
+$43,522,863 | 30 Jun 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC |
13D/G
13F
Vanguard Portfolio Management · Company
|
6.8%
|
$208,317,997
3,551,884 shares
|
$0 | 31 Mar 2026 |
| STATE STREET CORP |
13F
13D/G
Company · STATE STREET CORPORATION
|
6.1%
from 13D/G
|
$186,198,447
3,150,340 shares
|
— | 31 Mar 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC |
13D/G
13F
Vanguard Capital Management · Company
|
5.3%
|
$162,660,262
2,773,406 shares
|
$0 | 31 Mar 2026 |
| BlackRock, Inc. |
13F
Company
|
14%
|
$440,685,672
7,513,822 shares
|
— | 31 Mar 2026 |
| Neuberger Berman Group LLC |
13F
Company
|
7.1%
|
$217,909,677
3,715,425 shares
|
— | 31 Mar 2026 |
| MORGAN STANLEY |
13F
Company
|
3.5%
|
$109,152,866
1,861,086 shares
|
— | 31 Mar 2026 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
3.5%
|
$106,646,641
1,818,395 shares
|
— | 31 Mar 2026 |
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.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$1,898,858.
Buys
$0
Insiders: 0
Sells
$1,898,858
Insiders: 6
Net
-$1,898,858
Shares: -29,327
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 29,327
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 14,191 | $0 | $944,748 | -$944,748 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 13,696 | $0 | $865,730 | -$865,730 |
| 9-12 | 0 | 1,440 | $0 | $88,380 | -$88,380 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-20 of 28 reporting-owner rows connected to COMMUNITY FINANCIAL SYSTEM, INC.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
28
Largest Forms 3/4/5 holder
Mark J. Bolus
Net 12M change
-$1,898,858
Latest report
25 Jun 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Mark J. Bolus | Director | $8,329,016 | -$816,786 | -8.9% | Mixed | 25 Jun 2026 |
| Mark E. Tryniski | Director | $8,129,071 | Mixed | 19 Mar 2024 | ||
| John Parente | Director | $6,098,205 | Mixed | 29 Apr 2026 | ||
| Brian R. Ace | Director | $3,569,281 | Mixed | 19 Mar 2024 | ||
| Eric Stickels | Director | $3,267,498 | -$257,454 | -7.3% | Mixed | 08 Jun 2026 |
| Raymond C. Pecor III | Director | $2,917,476 | Mixed | 29 Apr 2026 | ||
| Sally A. Steele | Director | $2,765,084 | -$256,480 | -8.5% | Mixed | 29 Apr 2026 |
| George J. Getman | Executive VP & General Counsel | $2,470,577 | Mixed | 15 Mar 2022 | ||
| Jeffrey L. Davis | Director | $1,759,212 | Mixed | 22 Jun 2023 | ||
| Dimitar Karaivanov | President & CEO, Director | $1,715,228 | Mixed | 17 Mar 2026 | ||
| Joseph E. Sutaris | EVP & Chief Financial Officer | $1,702,952 | Mixed | 18 Mar 2025 | ||
| Neil E. Fesette | Director | $1,618,079 | Mixed | 17 Mar 2026 | ||
| John F. Whipple | Director | $1,309,185 | -$276,704 | -17% | Mixed | 17 Mar 2026 |
| Matthew K. Durkee | SVP, Chief Banking Officer, President, Commercial Banking | $810,949 | Mixed | 17 Mar 2026 | ||
| Joseph F. Serbun | President, Retail Banking | $787,474 | Mixed | 02 Oct 2022 | ||
| Jeffrey M. Levy | SVP & Chief Banking Officer | $737,536 | -$88,380 | -11% | Mixed | 27 Aug 2025 |
| Michael N. Abdo | EVP and General Counsel | $688,537 | Mixed | 17 Mar 2026 | ||
| A. Gillan Myer | EVP, Chief Admin & HR Officer | $438,844 | -$203,054 | -32% | Mixed | 17 Mar 2026 |
| Kerrie D. MacPherson | Director | $393,365 | Mixed | 17 Mar 2026 | ||
| Deresa Fischer Durkee | SVP, Chief Accounting Officer | $375,702 | Mixed | 10 Jun 2026 |
Recent insider transactions for COMMUNITY FINANCIAL SYSTEM, INC.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Mark J. Bolus | CBU | Common Stock | Sale | -11.5% | $816,786 | $67.00 | -12,191 | 94,060 | 25 Jun 2026 | Direct |
| Michele Sullivan | CBU | Deferred Stock (Deferred Compensation) | Award | 11.4% | 406 | 3,960 | 18 Jun 2026 | Direct | ||
| John A. Vaccaro | CBU | Deferred Stock (Deferred Compensation) | Award | 101.8% | 320 | 635 | 18 Jun 2026 | Direct | ||
| Deresa Fischer Durkee | CBU | Common Stock | Tax liability | -19.5% | -1,326 | 5,478 | 10 Jun 2026 | Direct | ||
| Deresa Fischer Durkee | CBU | Common Stock | Options Exercise | 31.3% | 1,623 | 6,804 | 10 Jun 2026 | Direct | ||
| Deresa Fischer Durkee | CBU | Stock Option | Options Exercise | -100% | -1,623 | 0 | 10 Jun 2026 | Direct | ||
| Eric Stickels | CBU | Common Stock | Sale | -5.95% | $127,962 | $63.98 | -2,000 | 31,592 | 08 Jun 2026 | Direct |
| Marya Burgio Wlos | CBU | Common Stock | Tax liability | -12% | -273 | 1,993 | 04 May 2026 | Direct | ||
| Sally A. Steele | CBU | Common Stock | Options Exercise | 0.02% | 9 | 41,227 | 29 Apr 2026 | Direct | ||
| Sally A. Steele | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -0.73% | -9 | 1,231 | 29 Apr 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Common Stock | Options Exercise | 0.08% | 9 | 11,448 | 29 Apr 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -0.13% | -9 | 7,181 | 29 Apr 2026 | Direct | ||
| John Parente | CBU | Common Stock | Options Exercise | 0.01% | 9 | 72,654 | 29 Apr 2026 | Direct | ||
| John Parente | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -0.73% | -9 | 1,220 | 29 Apr 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Common Stock | Options Exercise | 0.19% | 9 | 4,829 | 29 Apr 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -0.73% | -9 | 1,220 | 29 Apr 2026 | Direct | ||
| John Parente | CBU | Common Stock | Options Exercise | 1.76% | 1,254 | 72,645 | 19 Mar 2026 | Direct | ||
| John Parente | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -50.7% | -1,254 | 1,220 | 19 Mar 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Common Stock | Options Exercise | 12.3% | 1,254 | 11,439 | 19 Mar 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -15% | -1,254 | 7,136 | 19 Mar 2026 | Direct | ||
| Sally A. Steele | CBU | Common Stock | Options Exercise | 3.14% | 1,254 | 41,218 | 19 Mar 2026 | Direct | ||
| Sally A. Steele | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -50.5% | -1,254 | 1,231 | 19 Mar 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Common Stock | Options Exercise | 35.2% | 1,254 | 4,820 | 19 Mar 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Phantom Stock (Deferred Stock Units) | Options Exercise | -50.7% | -1,254 | 1,220 | 19 Mar 2026 | Direct | ||
| John A. Vaccaro | CBU | Deferred Stock (Deferred Compensation) | Award | 315 | 315 | 19 Mar 2026 | Direct | |||
| Michele Sullivan | CBU | Deferred Stock (Deferred Compensation) | Award | 14.5% | 447 | 3,530 | 19 Mar 2026 | Direct | ||
| Raymond C. Pecor III | CBU | Phantom Stock (Deferred Stock Units) | Award | 17% | 1,220 | 8,391 | 17 Mar 2026 | Direct | ||
| Marya Burgio Wlos | CBU | Stock Option | Award | 6,004 | 6,004 | 17 Mar 2026 | Direct | |||
| Marya Burgio Wlos | CBU | Restricted Stock Units | Award | 1,571 | 1,571 | 17 Mar 2026 | Direct | |||
| A. Gillan Myer | CBU | Stock Option | Award | 4,871 | 4,871 | 17 Mar 2026 | Direct | |||
| A. Gillan Myer | CBU | Restricted Stock Units | Award | 1,275 | 1,275 | 17 Mar 2026 | Direct | |||
| Michael N. Abdo | CBU | Stock Option | Award | 5,246 | 5,246 | 17 Mar 2026 | Direct | |||
| Michael N. Abdo | CBU | Restricted Stock Units | Award | 1,373 | 1,373 | 17 Mar 2026 | Direct | |||
| Neil E. Fesette | CBU | Phantom Stock (Deferred Stock Units) | Award | 17.4% | 1,220 | 8,225 | 17 Mar 2026 | Direct | ||
| Dimitar Karaivanov | CBU | Stock Option | Award | 23,984 | 23,984 | 17 Mar 2026 | Direct | |||
| Dimitar Karaivanov | CBU | Restricted Stock Units | Award | 6,277 | 6,277 | 17 Mar 2026 | Direct | |||
| Matthew K. Durkee | CBU | Stock Option | Award | 5,537 | 5,537 | 17 Mar 2026 | Direct | |||
| Matthew K. Durkee | CBU | Restricted Stock Units | Award | 1,449 | 1,449 | 17 Mar 2026 | Direct | |||
| Deresa Fischer Durkee | CBU | Restricted Stock Units | Award | 1,812 | 1,812 | 17 Mar 2026 | Direct | |||
| Mark J. Bolus | CBU | Phantom Stock (Deferred Stock Units) | Award | 48.1% | 1,220 | 3,758 | 17 Mar 2026 | Direct | ||
| Jeffery J. Knauss | CBU | Phantom Stock (Deferred Stock Units) | Award | 97.2% | 1,220 | 2,475 | 17 Mar 2026 | Direct | ||
| Kerrie D. MacPherson | CBU | Phantom Stock (Deferred Stock Units) | Award | 19% | 1,220 | 7,631 | 17 Mar 2026 | Direct | ||
| John Parente | CBU | Phantom Stock (Deferred Stock Units) | Award | 97.2% | 1,220 | 2,475 | 17 Mar 2026 | Direct | ||
| Savneet Singh | CBU | Phantom Stock (Deferred Stock Units) | Award | 97.2% | 1,220 | 2,475 | 17 Mar 2026 | Direct | ||
| Sally A. Steele | CBU | Phantom Stock (Deferred Stock Units) | Award | 96.4% | 1,220 | 2,485 | 17 Mar 2026 | Direct | ||
| John F. Whipple | CBU | Phantom Stock (Deferred Stock Units) | Award | 22.5% | 1,220 | 6,633 | 17 Mar 2026 | Direct | ||
| John A. Vaccaro | CBU | Phantom Stock (Deferred Stock Units) | Award | 1,220 | 1,220 | 17 Mar 2026 | Direct | |||
| Michele Sullivan | CBU | Phantom Stock (Deferred Stock Units) | Award | 44.6% | 1,220 | 3,953 | 17 Mar 2026 | Direct | ||
| Eric Stickels | CBU | Phantom Stock (Deferred Stock Units) | Award | 30.4% | 1,220 | 5,235 | 17 Mar 2026 | Direct | ||
| Brenda M. Hall | CBU | Phantom Stock (Deferred Stock Units) | Award | 1,220 | 1,220 | 17 Mar 2026 | Direct |
* marks a reported price that did not pass the local price check.