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Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

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COM (common), issuer CIK 723188

260 managers (264 13F filers) reported a position in CBU shares at 2025-12-31, 40,012,985 shares in all. 20 filers opened a position and 20 filers sold out during the quarter.

Managers
260
13F filers
264
New
20
Added
99
Reduced
85
Sold out
20
Shares held by filers
40,012,985

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
STRS OHIO700$40.2K<0.01%-40013F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…586$33.7K<0.01%+413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV574$33K0.01%+413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…535$30.8K<0.01%-14713F-HR/ATimelineGroup
IFP Advisors, Inc522$30K<0.01%+43613F-HRTimeline
Versant Capital Management, Inc500$28.7K<0.01%+2213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.428$25K<0.01%+7913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Salomon & Ludwin, LLC412$24.2K<0.01%+1813F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC417$24K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD390$22.4K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC351$20.2K<0.01%-1113F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC314$18K<0.01%+2913F-HRTimelineGroup
PRIVATE TRUST CO NA300$17.2K<0.01%013F-HRTimeline
Smithfield Trust Co270$16K<0.01%013F-HRTimeline
Eurizon Capital SGR S.p.A.234$13.4K<0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…224$12.9K<0.01%-6813F-HRTimelineGroup
DANSKE BANK A/S200$11.5K<0.01%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.185$11K<0.01%-313F-HRTimeline
Root Financial Partners, LLC168$9.65K<0.01%+1913F-HRTimeline
Bare Financial Services, Inc143$8.21K<0.01%+2313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…139$8.03K<0.01%+2113F-HRTimelineGroup
UMB Bank, n.a.129$7.41K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust103$5.92K<0.01%013F-HRTimeline
Arax Advisory Partners102$5.86K<0.01%-17613F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.102$5.86K<0.01%-10213F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC91$5.23K<0.01%+2113F-HRTimeline
Steward Partners Investment Advisory, L…91$5.23K<0.01%013F-HRTimeline
Addison Advisors LLC90$5.17K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC86$4.94K<0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC80$4.6K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP65$3.73K<0.01%+5713F-HRTimelineGroup
Larson Financial Group LLC65$3.73K<0.01%+5713F-HRTimeline
Sound Income Strategies, LLC57$3.55K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.53$3.04K<0.01%new13F-HRTimeline
Osbon Capital Management LLC50$2.87K<0.01%13F-HRTimeline
Quarry LP46$2.64K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC43$2.48K<0.01%+1413F-HRTimeline
High Note Wealth, LLC36$2.07K<0.01%013F-HRTimeline
Torren Management, LLC35$1.98K<0.01%13F-HRTimeline
Allworth Financial LP32$1.84K<0.01%+313F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…32$1.84K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC28$1.61K<0.01%+2313F-HRTimeline
Retirement Wealth Solutions LLC22$1.26K<0.01%+213F-HRTimeline
Keating Financial Advisory Services, In…21$1.21K<0.01%13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT20$1.15K<0.01%013F-HRTimeline
Fortitude Family Office, LLC19$1.09K<0.01%+513F-HRTimeline
Private Wealth Management Group, LLC18$1.03K<0.01%013F-HRTimeline
MAI Capital Management16$920<0.01%new13F-HRTimeline
Signature Equity Partners, LLC14$804<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.10$575<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10$574<0.01%+613F-HRTimelineGroup
Essential Partners LLC10$574<0.01%+313F-HRTimeline
Ankerstar Wealth, LLC9$521<0.01%13F-HRTimeline
Rialto Wealth Management, LLC7$403<0.01%+213F-HRTimeline
Bay Harbor Wealth Management, LLC6$346<0.01%+213F-HRTimeline
SJS Investment Consulting Inc.5$288<0.01%013F-HRTimeline
SBI Securities Co., Ltd.4$230<0.01%-213F-HRTimeline
HFM Investment Advisors, LLC4$230<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC2$115<0.01%13F-HRTimeline
Dunhill Financial, LLC1$63<0.01%new13F-HRTimeline