Who owns COMMUNITY FINANCIAL SYSTEM, INC.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CBU from SEC Form 13F filings across 280 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 280 institutions disclosed 41.0M shares of COMMUNITY FINANCIAL SYSTEM, INC. worth $2.75B — about 77.9% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
280
13F holders
$2.75B
value, 2026 filers
77.9%
of shares outstanding (41.0M sh)
45
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CBU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.6M | $507.2M | 0.0% | 14.4% | +0.6% |
| 2 | FMR LLC | 3.7M | $246.9M | 0.0% | 7% | +21.5% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.5M | $238.2M | 0.0% | 6.7% | +0.7% |
| 4 | NEUBERGER BERMAN GROUP LLC | 3.5M | $232.0M | 0.2% | 6.6% | -7.0% |
| 5 | STATE STREET CORP | 3.3M | $223.9M | 0.0% | 6.3% | +5.2% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 2.4M | $158.7M | 0.0% | 4.5% | -0.4% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1.8M | $123.7M | 0.0% | 3.5% | +1.4% |
| 8 | MORGAN STANLEY | 1.7M | $112.9M | 0.0% | 3.2% | -9.6% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $91.3M | 0.0% | 2.6% | +4.8% |
| 10 | FEDERATED HERMES, INC. | 738,531 | $49.6M | 0.1% | 1.4% | -2.2% |
| 11 | NORTHERN TRUST CORP | 657,590 | $44.1M | 0.0% | 1.2% | +6.0% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 635,278 | $42.6M | 0.0% | 1.2% | -0.6% |
| 13 | NORGES BANKNEW | 567,244 | $38.1M | 0.0% | 1.1% | new |
| 14 | Bank of New York Mellon Corp | 544,140 | $36.5M | 0.0% | 1% | +2.5% |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW | 450,410 | $30.2M | 0.0% | 0.9% | new |
| 16 | Riggs Asset Managment Co. Inc. | 411,432 | $27.6M | 4.9% | 0.8% | -1.4% |
| 17 | SEGALL BRYANT & HAMILL, LLC | 392,351 | $26.3M | 0.3% | 0.7% | +11.1% |
| 18 | DEPRINCE RACE & ZOLLO INC | 368,124 | $24.7M | 0.4% | 0.7% | -30.7% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 356,833 | $24.0M | 0.0% | 0.7% | +3.2% |
| 20 | BASSWOOD CAPITAL MANAGEMENT, L.L.C.NEW | 321,017 | $21.5M | 0.9% | 0.6% | new |
| 21 | NFJ INVESTMENT GROUP, LLC | 260,075 | $17.5M | 0.6% | 0.5% | -61.8% |
| 22 | UBS Group AG | 259,422 | $17.4M | 0.0% | 0.5% | +70.5% |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 254,722 | $17.1M | 0.0% | 0.5% | -0.7% |
| 24 | BANK OF AMERICA CORP /DE/ | 246,960 | $16.6M | 0.0% | 0.5% | -58.8% |
| 25 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 236,766 | $15.9M | 0.0% | 0.5% | +208.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.