COMMUNITY FINANCIAL SYSTEM, INC. — Institutional Ownership
Which tracked institutions hold CBU, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
24
Funds holding
$918213175
Total value held
Buying
16 added/new · 8 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $440685672 | 7513822 | -27698 | -0.37% |
| 2 | State Street Corp | $186198447 | 3150340 | +23090 | +0.74% |
| 3 | Morgan Stanley | $109152866 | 1861086 | -144350 | -7.20% |
| 4 | Northern Trust Corp | $36393028 | 620512 | +17115 | +2.84% |
| 5 | Bank Of America Corp /De/ | $35118783 | 598786 | +19433 | +3.35% |
| 6 | Bank Of New York Mellon Corp | $31137424 | 530902 | -10526 | -1.94% |
| 7 | Goldman Sachs Group Inc | $30765504 | 524561 | +92696 | +21.46% |
| 8 | Principal Financial Group Inc | $15037274 | 256390 | +5203 | +2.07% |
| 9 | Invesco Ltd. | $7577773 | 131925 | -19928 | -13.12% |
| 10 | Ameriprise Financial Inc | $7472105 | 127340 | -4852 | -3.67% |
| 11 | Wells Fargo & Company/Mn | $4611652 | 80286 | +19760 | +32.65% |
| 12 | Sei Investments Co | $3180226 | 54224 | — | NEW BUY |
| 13 | Citigroup Inc | $2177953 | 37917 | -9320 | -19.73% |
| 14 | Janus Henderson Group Plc | $1373699 | 23412 | — | NEW BUY |
| 15 | Barclays Plc | $1368657 | 23336 | — | NEW BUY |
| 16 | Royal Bank Of Canada | $1279000 | 21790 | — | NEW BUY |
| 17 | Raymond James Financial Inc | $1183914 | 20186 | +5220 | +34.88% |
| 18 | Fifth Third Bancorp | $963137 | 16422 | +16198 | +7231.25% |
| 19 | Truist Financial Corp | $737381 | 12573 | +368 | +3.02% |
| 20 | Franklin Resources Inc | $627848 | 10705 | -1843 | -14.69% |
| 21 | Pnc Financial Services Group, Inc. | $497411 | 8481 | +2133 | +33.60% |
| 22 | Bank Of Montreal /Can/ | $377238 | 6432 | — | NEW BUY |
| 23 | Nicolet Bankshares Inc | $234600 | 4000 | — | NEW BUY |
| 24 | Us Bancorp \De\ | $61583 | 1050 | -108 | -9.33% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.