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Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

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COM (common), issuer CIK 723188

252 managers (254 13F filers) reported a position in CBU shares at 2024-12-31, 38,495,311 shares in all. 22 filers opened a position and 32 filers sold out during the quarter.

Managers
252
13F filers
254
New
22
Added
93
Reduced
76
Sold out
32
Shares held by filers
38,495,311

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BlackRock, Inc.in group BlackRock, Inc.7,509,117$463M0.01%-182,05013F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC6,434,483$397M0.01%+15,28213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,637,573$226M0.01%+350,29713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,386,352$209M0.17%+220,94113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,293,842$141M0.01%+52,53513F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,774,709$109M0.03%+52213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,202,188$74.2M0.01%-6,67113F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.831,387$51.3M0.11%+94,85013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP677,841$41.8M0.01%+145,17213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co661,317$40.8M0.01%+8,32613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp565,920$34.9M0.01%+34,14313F-HRTimelineGroup
NORGES BANK563,857$34.8M<0.01%+67,44813F-HRTimeline
DEPRINCE RACE & ZOLLO INC524,768$32.4M0.64%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC510,229$31.5M0.01%-110,58713F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC462,660$28.5M0.39%-17,18513F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…381,087$23.5M0.09%013F-HRTimeline
UBS Group AGgroup of 2 filers holding368,717$22.7M+213,549Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO348,405$21.5M<0.01%+236,02813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding256,643$15.8M+7,374Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/246,514$15.2M<0.01%-46,04313F-HRTimelineGroup
Nuveen Asset Management, LLCin group TIAA238,491$14.7M<0.01%-140,46013F-HRTimelineGroup
Waldron Private Wealth LLC228,070$14.1M0.57%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.188,507$11.6M<0.01%+8,21813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC165,453$10.2M<0.01%-24,34313F-HRTimelineGroup
RHUMBLINE ADVISERS156,948$9.68M0.01%-4,93613F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc147,673$9.11M<0.01%+2,28913F-HRTimelineGroup
Assenagon Asset Management S.A.144,817$8.93M0.02%+126,70013F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC134,172$8.28M0.01%-11,85613F-HRTimeline
Public Sector Pension Investment Board130,907$8.07M0.03%+19,39113F-HRTimeline
NFJ INVESTMENT GROUP, LLC130,626$8.06M0.26%-10,11613F-HRTimeline
ProShare Advisors LLC127,735$7.88M0.02%-3,21613F-HRTimeline
Community Bank, N.A.115,949$7.15M0.92%-1,51113F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC109,794$6.77M<0.01%+14713F-HR/ATimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management109,273$6.74M0.02%-68,40113F-HRTimelineGroup
Jacobi Capital Management LLC104,617$6.45M0.48%+23613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC103,188$6.36M0.01%+6,44613F-HRTimelineGroup
Swiss National Bank103,100$6.36M<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…102,586$6.33M0.01%+48,10313F-HRTimelineGroup
Qube Research & Technologies Ltd96,332$5.94M0.01%-19,21913F-HRTimeline
California Public Employees Retirement …91,180$5.62M<0.01%-10,96213F-HR/ATimeline
FMR LLCin group FMR LLC89,058$5.49M<0.01%+27,61913F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…86,321$5.32M0.01%013F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC84,392$5.21M0.02%-66,18913F-HRTimeline
Sterling Capital Management LLC77,405$4.77M0.07%+1,17013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,177$4.64M<0.01%+10,80913F-HRTimelineGroup
ALGERT GLOBAL LLC68,978$4.25M0.1%+4,78513F-HR/ATimeline
ALLIANCEBERNSTEIN L.P.65,198$4.02M<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\63,027$3.89M<0.01%+32,05913F-HR/ATimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC53,382$3.69M0.01%-1,60413F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA53,188$3.49M0.17%-45513F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC56,000$3.45M0.14%013F-HRTimeline
Carnegie Investment Counsel55,445$3.42M0.1%+5,68813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN55,153$3.4M<0.01%+7,42813F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co55,042$3.39M0.01%-3,10413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,521$3.24M0.01%+2,83913F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,406$3.23M<0.01%-40,65713F-HRTimelineGroup
GW&K Investment Management, LLC50,530$3.12M0.03%-3,45213F-HRTimeline
Janney Montgomery Scott LLC50,322$3.1M0.01%+49913F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…49,107$3.03M<0.01%-77913F-HR/ATimeline
Rafferty Asset Management, LLC47,831$2.95M0.01%-8,84513F-HRTimeline
Waterford Advisors, LLC44,863$2.77M1.41%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…43,328$2.67M0.01%-2,28513F-HRTimelineGroup
Hilton Capital Management, LLC40,177$2.48M0.21%+1,85513F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/39,791$2.46M<0.01%+3,73513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,288$2.11M<0.01%-11,74213F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP33,887$2.09M<0.01%-12,61213F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC33,518$2.07M0.06%+55413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO33,239$2.05M<0.01%+24,12713F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL33,072$2.04M0.02%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP32,727$2.02M<0.01%+1,97613F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…32,311$1.99M0.2%-59413F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC32,294$1.99M0.02%+1,42813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,965$1.97M<0.01%+7,45313F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…31,426$1.94M0.01%+1,26113F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…30,864$1.9M0.01%-1,54713F-HRTimelineGroup
State of Alaska, Department of Revenue29,807$1.84M0.02%-18313F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…29,779$1.84M<0.01%+1,14113F-HRTimelineGroup
Illinois Municipal Retirement Fund28,103$1.73M0.02%-1,52313F-HRTimeline
Quantedge Capital Pte Ltd28,100$1.73M0.63%new13F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.27,863$1.72M0.01%-2,17613F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …27,862$1.72M<0.01%-76313F-HRTimelineGroup
Amundiin group Amundi26,504$1.6M<0.01%+17,25413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC25,562$1.58M<0.01%-37,10613F-HRTimelineGroup
Louisiana State Employees Retirement Sy…25,400$1.57M0.03%013F-HRTimeline
State of Tennessee, Department of Treas…25,313$1.56M0.01%-4613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,293$1.56M<0.01%+75013F-HRTimeline
CANADA PENSION PLAN INVESTMENT BOARD25,200$1.55M<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC24,910$1.55M0.01%-10013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS24,655$1.52M0.01%+2,87213F-HRTimeline
LPL Financial LLC23,431$1.45M<0.01%+5113F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson23,412$1.44M<0.01%013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC23,376$1.44M<0.01%-103,85113F-HRTimelineGroup
COMERICA BANK20,225$1.25M0.01%-36113F-HR/ATimeline
YOUSIF CAPITAL MANAGEMENT, LLC19,903$1.23M0.01%-40313F-HRTimeline
Ensign Peak Advisors, Inc19,008$1.17M<0.01%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC18,794$1.16M0.01%+6,46513F-HRTimeline
Maryland State Retirement & Pension Sys…17,609$1.09M0.02%-13513F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…17,265$1.06M0.11%013F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…17,109$1.05M0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND16,883$1.04M<0.01%+63413F-HR/ATimeline
Ausbil Investment Management Ltd16,771$1.04M0.62%-13,78113F-HRTimeline
HighTower Advisors, LLC15,880$979K<0.01%-38913F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC15,784$974K<0.01%-1,14813F-HR/ATimelineGroup
AMALGAMATED BANK15,380$949K0.01%-6713F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,249$941K0.01%+5413F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,108$932K<0.01%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC14,910$920K<0.01%-17,76513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,732$909K<0.01%+2,09113F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…14,274$880K<0.01%+2,05213F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC14,264$880K<0.01%-2513F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.14,175$874K0.01%new13F-HR/ATimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,127$871K<0.01%+63913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources13,528$834K<0.01%-45513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,950$801K<0.01%+4,85713F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,344$761K0.01%013F-HRTimeline
Handelsbanken Fonder AB11,816$729K<0.01%+1,30013F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP11,719$723K0.13%-6,71313F-HRTimeline
Alliance Wealth Advisors, LLC11,370$701K0.4%-6,57613F-HRTimeline
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…11,221$692K<0.01%-1013F-HRTimeline
NOTTINGHAM ADVISORS, INC.11,208$691K0.09%-112,60313F-HRTimeline
Police & Firemen's Retirement System of…11,138$687K0.01%13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,134$687K<0.01%13F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…11,125$686K0.03%+2,72113F-HRTimelineGroup
KLP KAPITALFORVALTNING AS10,900$676K<0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS10,293$635K<0.01%-12,28913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.10,082$622K<0.01%+2,97913F-HR/ATimelineGroup
Advantage Alpha Capital Partners LP10,054$620K0.15%+1,14413F-HRTimeline
Cetera Investment Advisers10,016$618K<0.01%-4,02513F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,864$608K0.02%013F-HRTimeline
New Age Alpha Advisors, LLC9,545$589K0.02%new13F-HR/ATimeline
MERCER GLOBAL ADVISORS INC /ADV9,516$587K<0.01%+15013F-HRTimeline
Fulton Bank, N.A.9,506$586K0.02%+1,42813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,484$585K<0.01%+1,06313F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV9,250$571K0.08%013F-HRTimeline
Strategic Financial Services, Inc.9,245$570K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/9,140$564K<0.01%+25513F-HRTimelineGroup
Hanson & Doremus Investment Management8,895$549K0.09%013F-HRTimeline
Atria Investments, Inc8,839$545K0.01%+1,21813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP8,533$526K0.08%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,526$526K<0.01%+32713F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…8,496$524K0.1%+1,28813F-HRTimelineGroup
Carl P. Sherr & Co., LLC8,170$504K0.26%013F-HRTimeline
Man Group plcin group Man Group plc8,118$501K<0.01%-21,16713F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…7,962$491K0.01%+5913F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,790$481K<0.01%-3,35113F-HRTimeline
PROFUND ADVISORS LLC7,551$466K0.02%+2,11513F-HRTimeline
Jain Global LLC7,310$451K0.01%13F-HRTimeline
Sovereign Financial Group, Inc.7,294$450K0.1%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,035$434K<0.01%-38113F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE6,900$426K<0.01%-11,90013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…6,834$422K0.15%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…6,787$419K<0.01%013F-HRTimelineGroup
Kenora Financial, LLC6,763$417K0.17%+44213F-HRTimeline
TRUST CO OF VERMONT6,657$411K0.02%+2513F-HRTimeline
Minerva Advisors LLC6,618$408K0.24%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC6,499$401K0.04%-62613F-HRTimelineGroup
Allegheny Financial Group6,274$387K0.1%+13513F-HRTimeline
CW Advisors, LLC6,256$386K0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.6,111$378K0.1%+75013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,834$360K<0.01%-3313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP5,800$358K<0.01%-7,67013F-HRTimelineGroup
Centiva Capital, LP5,526$341K0.01%-4,30313F-HRTimeline
Socha Financial Group, LLC5,450$336K0.16%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,300$327K0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,120$316K<0.01%+54413F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.5,100$315K0.15%-31213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,988$308K<0.01%+5913F-HRTimeline
CIBC WORLD MARKETS CORP4,895$302K<0.01%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,825$298K0.2%013F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD4,806$296K<0.01%+56813F-HRTimeline
Drum Hill Capital, LLC4,718$291K0.36%13F-HRTimeline
AE Wealth Management LLC4,558$281K<0.01%new13F-HRTimeline
BURNS J W & CO INC/NY4,242$262K0.03%-3713F-HRTimeline
IFG Advisory, LLC4,203$259K0.01%new13F-HRTimeline
Harbor Advisors LLC4,058$250K0.04%013F-HRTimeline
Pathway Financial Advisors LLC4,014$248K0.06%-6,19013F-HRTimeline
MIdWestOne Financial Group, Inc.4,000$247K0.03%013F-HRTimeline
One Day In July LLC3,967$245K0.03%013F-HRTimeline
Operose Advisors LLC3,925$242K0.08%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC3,868$239K<0.01%+6413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC3,891$233K<0.01%-1,45713F-HRTimelineGroup
XPONANCE LLC3,764$232K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,660$226K<0.01%new13F-HRTimelineGroup
Olympiad Research LP3,480$215K0.22%new13F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP3,394$209K0.06%-2,47613F-HRTimelineGroup
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …3,374$208K0.11%13F-HRTimelineGroup
Crossmark Global Holdings, Inc.3,361$207K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,325$205K0.14%13F-HRTimeline
MACKENZIE FINANCIAL CORP3,310$204K<0.01%new13F-HR/ATimeline
KBC Group NVin group KBC Group NV2,335$144K<0.01%+51913F-HRTimelineGroup
Geneos Wealth Management Inc.2,285$141K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,062$127K<0.01%new13F-HRTimelineGroup
Aquatic Capital Management LLC2,022$125K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,945$120K<0.01%-5,59613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,816$112K<0.01%+1213F-HRTimelineGroup
STRS OHIO1,800$111K<0.01%+40013F-HRTimeline
Clearstead Advisors, LLC1,279$78.9K<0.01%-75213F-HRTimeline
Abound Wealth Management1,222$75.4K0.02%+1013F-HRTimeline
Smartleaf Asset Management LLC1,203$74.5K0.01%+70213F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,202$74.1K0.01%013F-HRTimelineGroup