Skip to content
Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

Follow

COM (common), issuer CIK 723188

264 managers (268 13F filers) reported a position in CBU shares at 2025-03-31, 38,755,248 shares in all. 37 filers opened a position and 23 filers sold out during the quarter.

Managers
264
13F filers
268
New
37
Added
82
Reduced
93
Sold out
23
Shares held by filers
38,755,248

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.7,677,402$437M0.01%+168,28513F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC6,338,337$360M0.01%-96,14613F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,631,552$206M0.17%+245,20013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,219,185$185M0.01%-418,38813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,223,901$126M0.01%-69,94113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,796,684$102M0.03%+21,97513F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,241,548$70.6M0.01%+39,36013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.834,490$47.4M0.1%+3,10313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP667,060$37.9M0.01%-10,78113F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co646,723$36.8M0.01%-14,59413F-HR/ATimelineGroup
NORGES BANK607,448$34.5M<0.01%+43,59113F-HR/ATimeline
DEPRINCE RACE & ZOLLO INC596,011$33.9M0.7%+71,24313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC550,613$31.3M0.01%+40,38413F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp540,816$30.8M0.01%-25,10413F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC430,414$24.5M0.38%-32,24613F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…381,087$21.7M0.09%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.339,696$19.3M<0.01%+151,18913F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding296,459$16.9M-72,258Timeline
Balyasny Asset Management L.P.in group Balyasny Asset Management283,275$16.1M0.04%+174,00213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/279,271$15.9M<0.01%+32,75713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding264,019$15M+7,376Timeline
Waldron Private Wealth LLC212,820$12.2M0.58%-15,25013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO178,567$10.2M<0.01%-169,83813F-HRTimelineGroup
Public Sector Pension Investment Board167,039$9.5M0.04%+36,13213F-HRTimeline
Nuveen, LLCin group TIAA163,453$9.29M<0.01%13F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC157,454$8.96M<0.01%-7,99913F-HRTimelineGroup
RHUMBLINE ADVISERS149,888$8.52M0.01%-7,06013F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC145,719$8.29M0.01%+122,34313F-HR/ATimelineGroup
Legal & General Group Plcin group Legal & General Group Plc141,651$8.05M<0.01%-6,02213F-HRTimelineGroup
ProShare Advisors LLC131,192$7.46M0.02%+3,45713F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC130,816$7.44M0.01%-3,35613F-HRTimeline
NFJ INVESTMENT GROUP, LLC126,612$7.2M0.24%-4,01413F-HRTimeline
FMR LLCin group FMR LLC124,264$7.07M<0.01%+35,20613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding114,865$6.53M+80,577Timeline
Community Bank, N.A.114,081$6.49M0.87%-1,86813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…108,063$6.14M0.01%+5,47713F-HRTimelineGroup
Qube Research & Technologies Ltd105,300$5.99M0.01%+8,96813F-HRTimeline
FJ Capital Management LLC105,128$5.98M0.62%new13F-HRTimeline
Swiss National Bank101,900$5.79M<0.01%-1,20013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC95,194$5.41M<0.01%-7,99413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN93,257$5.3M<0.01%+38,10413F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC93,220$5.3M0.01%+40,81413F-HRTimelineGroup
California Public Employees Retirement …92,011$5.23M<0.01%+83113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC83,987$4.78M<0.01%+8,81013F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…83,621$4.75M0.01%-2,70013F-HRTimeline
Jacobi Capital Management LLC80,150$4.56M0.34%-24,46713F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC77,989$4.43M<0.01%-31,80513F-HR/ATimelineGroup
Sterling Capital Management LLC76,320$4.34M0.07%-1,08513F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…70,104$3.99M0.01%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.65,274$3.71M<0.01%+7613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC51,622$3.56M0.01%-1,76013F-HRTimelineGroup
ALGERT GLOBAL LLC57,608$3.28M0.08%-11,37013F-HR/ATimeline
LOGAN CAPITAL MANAGEMENT INC56,000$3.18M0.14%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,815$3.17M0.01%+3,29413F-HRTimeline
Carnegie Investment Counsel61,263$3.14M0.07%+5,81813F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA53,188$3.02M0.14%013F-HRTimeline
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co50,687$2.88M0.01%-4,35513F-HRTimelineGroup
Janney Montgomery Scott LLC50,406$2.87M0.01%+8413F-HRTimeline
GW&K Investment Management, LLC49,393$2.81M0.03%-1,13713F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…48,389$2.75M<0.01%-71813F-HRTimeline
Hilton Capital Management, LLC45,195$2.57M0.22%+5,01813F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding44,848$2.55MnewTimeline
PRICE T ROWE ASSOCIATES INC /MD/43,129$2.45M<0.01%+3,33813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\42,251$2.4M<0.01%-20,77613F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…41,388$2.35M0.01%-1,94013F-HR/ATimelineGroup
DARK FOREST CAPITAL MANAGEMENT LP39,261$2.23M0.1%+30,72813F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP35,908$2.04M<0.01%+2,02113F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC34,742$1.98M0.02%+2,44813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP34,138$1.94M<0.01%+1,41113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC33,617$1.91M<0.01%+8,05513F-HRTimelineGroup
Rafferty Asset Management, LLC33,411$1.9M0.01%-14,42013F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC33,137$1.88M0.06%-38113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…31,805$1.81M0.18%-50613F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…31,141$1.77M<0.01%+1,36213F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…31,062$1.77M0.01%+19813F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…30,153$1.71M0.01%-1,27313F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC29,792$1.69M0.01%-54,60013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,468$1.68M<0.01%-2,49713F-HR/ATimelineGroup
Illinois Municipal Retirement Fund29,309$1.67M0.02%+1,20613F-HRTimeline
State of Alaska, Department of Revenue29,183$1.66M0.02%-62413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …29,038$1.65M<0.01%+1,17613F-HRTimelineGroup
LPL Financial LLC27,894$1.59M<0.01%+4,46313F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.27,330$1.55M0.01%-53313F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS26,478$1.51M0.01%+1,82313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC25,846$1.47M0.02%+7,05213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC25,649$1.46M<0.01%+35613F-HRTimeline
NISA INVESTMENT ADVISORS, LLC24,665$1.41M0.01%-24513F-HRTimeline
Louisiana State Employees Retirement Sy…24,800$1.41M0.03%-60013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson23,412$1.33M<0.01%013F-HRTimelineGroup
State of Tennessee, Department of Treas…21,873$1.24M<0.01%-3,44013F-HRTimeline
Cubist Systematic Strategies, LLC20,390$1.16M0.02%new13F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC20,267$1.15M<0.01%new13F-HRTimelineGroup
SG Americas Securities, LLC20,178$1.15M<0.01%new13F-HRTimeline
Amundiin group Amundi21,103$1.12M<0.01%-5,40113F-HRTimelineGroup
COMERICA BANK19,744$1.12M<0.01%-48113F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC19,440$1.11M0.01%-46313F-HRTimeline
Ensign Peak Advisors, Inc19,008$1.08M<0.01%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…17,265$982K0.1%013F-HRTimelineGroup
HighTower Advisors, LLC17,149$975K<0.01%+1,26913F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…17,109$973K0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND16,249$924K<0.01%-63413F-HR/ATimeline
MML INVESTORS SERVICES, LLC16,237$923K<0.01%+1,50513F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC15,808$899K<0.01%new13F-HR/ATimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO15,430$877K<0.01%-17,80913F-HR/ATimelineGroup
Maryland State Retirement & Pension Sys…15,365$874K0.02%-2,24413F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,108$859K<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,077$857K0.01%-17213F-HRTimeline
AMALGAMATED BANK14,969$851K0.01%-41113F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC14,356$816K<0.01%+9213F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,290$813K<0.01%-1,49413F-HR/ATimelineGroup
Zurcher Kantonalbank (Zurich Cantonalba…14,274$812K<0.01%013F-HRTimeline
Verition Fund Management LLC13,094$745K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,653$719K<0.01%-87513F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…12,604$717K<0.01%+1,38313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,308$700K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,210$694K0.05%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,194$693K0.03%+1,06913F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,118$689K<0.01%-2,00913F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,044$685K0.01%-30013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,981$681K<0.01%-2,92913F-HRTimelineGroup
Handelsbanken Fonder AB11,816$672K<0.01%013F-HRTimeline
CIBC WORLD MARKETS CORP11,609$660K0.01%+6,71413F-HRTimeline
Alliance Wealth Advisors, LLC11,370$646K0.38%013F-HRTimeline
Police & Firemen's Retirement System of…11,138$633K0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,103$631K<0.01%+1,61913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,080$630K<0.01%-5413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,000$625K<0.01%+1,86013F-HRTimelineGroup
Dynamic Technology Lab Private Ltd10,950$622K0.09%new13F-HRTimeline
Meridian Wealth Partners, LLC10,934$622K0.1%new13F-HRTimeline
Cetera Investment Advisers10,900$620K<0.01%+88413F-HRTimeline
KLP KAPITALFORVALTNING AS10,000$573K<0.01%-90013F-HRTimeline
MassMutual Private Wealth & Trust, FSB9,864$561K0.02%013F-HRTimeline
Atria Investments, Inc9,832$559K0.01%+99313F-HRTimeline
Fulton Bank, N.A.9,755$555K0.02%+24913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,697$551K<0.01%+1,17113F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP9,622$546K0.07%-2,09713F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC9,558$543K<0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,425$536K<0.01%-9113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV9,250$526K0.07%013F-HRTimeline
Strategic Financial Services, Inc.9,035$514K0.03%-21013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…9,028$513K0.02%+53213F-HRTimelineGroup
TRUST CO OF VERMONT8,756$498K0.02%+2,09913F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,689$494K<0.01%+1,90213F-HRTimelineGroup
Hanson & Doremus Investment Management8,617$490K0.07%-27813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,418$479K<0.01%-1,66413F-HRTimelineGroup
Carl P. Sherr & Co., LLC8,170$465K0.25%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC7,867$447K<0.01%-5,08313F-HRTimelineGroup
Cambridge Investment Research Advisors,…7,792$443K<0.01%+213F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…7,670$436K0.01%-29213F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS7,642$435K<0.01%-2,65113F-HRTimelineGroup
Sovereign Financial Group, Inc.7,294$415K0.1%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.7,100$404K<0.01%new13F-HR/ATimelineGroup
Cornell Pochily Investment Advisors, In…6,834$389K0.14%013F-HRTimeline
Minerva Advisors LLC6,618$376K0.27%013F-HR/ATimeline
QRG CAPITAL MANAGEMENT, INC.6,563$373K<0.01%+72913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,501$370K<0.01%-53413F-HRTimelineGroup
BANQUE PICTET & CIE SA6,433$366K<0.01%new13F-HRTimeline
Aquatic Capital Management LLC6,263$356K0.01%+4,24113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,234$354K0.02%new13F-HRTimelineGroup
Allegheny Financial Group6,112$348K0.09%-16213F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC6,059$345K0.04%-44013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.6,028$343K0.1%-8313F-HRTimeline
Quantedge Capital Pte Ltd6,000$341K0.11%-22,10013F-HRTimeline
Ausbil Investment Management Ltd5,710$325K0.2%-11,06113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd5,598$318K0.01%new13F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,565$316K<0.01%+75913F-HRTimeline
Socha Financial Group, LLC5,450$310K0.15%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,300$301K0.01%013F-HRTimelineGroup
PEOPLES FINANCIAL SERVICES CORP.5,100$290K0.14%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,990$284K<0.01%+213F-HRTimeline
HRT FINANCIAL LP4,960$282K<0.01%new13F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …4,887$278K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC4,737$269K<0.01%-38313F-HRTimelineGroup
Drum Hill Capital, LLC4,718$268K0.31%013F-HRTimeline
Eisler Capital Management Ltd.4,522$257K0.01%new13F-HRTimeline
Schonfeld Strategic Advisors LLC4,509$256K<0.01%new13F-HRTimeline
Point72 (DIFC) Ltd4,442$253K0.02%new13F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.4,419$251K0.07%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,320$246K<0.01%+66013F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.4,219$240K0.16%-60613F-HRTimeline
IFG Advisory, LLC4,203$239K0.01%013F-HRTimeline
Pathway Financial Advisors LLC4,196$239K0.04%+18213F-HRTimeline
PROFUND ADVISORS LLC4,184$238K0.01%-3,36713F-HRTimeline
BURNS J W & CO INC/NY4,107$233K0.03%-13513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE4,100$233K<0.01%-2,80013F-HRTimelineGroup
Harbor Advisors LLC4,058$231K0.04%013F-HRTimeline
MIdWestOne Financial Group, Inc.4,000$227K0.03%013F-HRTimeline
AE Wealth Management LLC3,949$225K<0.01%-60913F-HRTimeline
XPONANCE LLC3,950$225K<0.01%+18613F-HRTimeline
Advantage Alpha Capital Partners LP3,937$224K0.05%-6,11713F-HRTimeline
Operose Advisors LLC3,925$223K0.07%013F-HRTimeline
&PARTNERS3,789$215K<0.01%new13F-HRTimeline
Jain Global LLC3,611$205K<0.01%-3,69913F-HRTimeline
Stone House Investment Management, LLC3,598$205K0.04%new13F-HRTimeline
MQS Management LLC3,598$205K0.12%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,570$203K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,150$179K0.12%-17513F-HRTimeline
KBC Group NVin group KBC Group NV2,798$159K<0.01%+46313F-HRTimelineGroup
New Age Alpha Advisors, LLC2,729$155K0.01%-6,81613F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,114$120K<0.01%+16913F-HRTimelineGroup