COMMUNITY FINANCIAL SYSTEM, INC. — Institutional Ownership
Which tracked institutions hold CBU, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
30
Funds holding
$1089546215
Total value held
Buying
17 added/new · 12 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $507210415 | 7556770 | +42948 | +0.57% |
| 2 | State Street Corp | $223932751 | 3313651 | +163311 | +5.18% |
| 3 | Morgan Stanley | $112915040 | 1682284 | -178802 | -9.61% |
| 4 | Federated Hermes, Inc. | $49570201 | 738531 | +738531 | NEW BUY |
| 5 | Northern Trust Corp | $44137440 | 657590 | +37078 | +5.98% |
| 6 | Bank Of New York Mellon Corp | $36522641 | 544140 | +13238 | +2.49% |
| 7 | Ubs Group Ag | $17412404 | 259422 | +259422 | NEW BUY |
| 8 | Principal Financial Group Inc | $17096941 | 254722 | -1668 | -0.65% |
| 9 | Bank Of America Corp /De/ | $16575950 | 246960 | -351826 | -58.76% |
| 10 | Goldman Sachs Group Inc | $13660129 | 203518 | -321043 | -61.20% |
| 11 | Invesco Ltd. | $9620846 | 143338 | +143338 | NEW BUY |
| 12 | Ameriprise Financial Inc | $8359755 | 124496 | +124496 | NEW BUY |
| 13 | Jpmorgan Chase & Co | $7288609 | 106707 | -6815 | -6.00% |
| 14 | Wells Fargo & Company/Mn | $5104832 | 76055 | +31768 | +71.73% |
| 15 | Prudential Financial Inc | $3655489 | 54462 | +575 | +1.07% |
| 16 | Citigroup Inc | $3210014 | 47825 | +9908 | +26.13% |
| 17 | Stifel Financial Corp | $2904723 | 43276 | +43276 | NEW BUY |
| 18 | Royal Bank Of Canada | $1533000 | 22844 | +1054 | +4.84% |
| 19 | Sei Investments Co | $1494903 | 22272 | -31952 | -58.93% |
| 20 | Janus Henderson Group Plc | $1373699 | 23412 | +23412 | NEW BUY |
| 21 | Raymond James Financial Inc | $1122731 | 16727 | -3459 | -17.14% |
| 22 | Fifth Third Bancorp | $925642 | 13791 | -2631 | -16.02% |
| 23 | Barclays Plc | $848933 | 12648 | -10688 | -45.80% |
| 24 | Truist Financial Corp | $833696 | 12421 | -152 | -1.21% |
| 25 | Franklin Resources Inc | $675765 | 10068 | -637 | -5.95% |
| 26 | Pnc Financial Services Group, Inc. | $574412 | 8558 | +77 | +0.91% |
| 27 | Bank Of Montreal /Can/ | $447489 | 6667 | +235 | +3.65% |
| 28 | Nicolet Bankshares Inc | $268480 | 4000 | — | Held |
| 29 | Citizens & Northern Corp | $206931 | 3083 | +3083 | NEW BUY |
| 30 | Us Bancorp \De\ | $62354 | 929 | -121 | -11.52% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.