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Disclosery

CBU COMMUNITY FINANCIAL SYSTEM I

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COM (common), issuer CIK 723188

255 managers (260 13F filers) reported a position in CBU shares at 2025-06-30, 39,191,141 shares in all. 18 filers opened a position and 27 filers sold out during the quarter.

Managers
255
13F filers
260
New
18
Added
103
Reduced
79
Sold out
27
Shares held by filers
39,191,141

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.7,598,948$432M0.01%-78,45413F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC6,390,604$363M0.01%+52,26713F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,795,979$216M0.17%+164,42713F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP3,203,106$184M0.01%-16,07913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,224,430$127M0.01%+52913F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,825,822$104M0.02%+29,13813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,242,767$70.7M<0.01%+1,21913F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.757,625$43.1M0.08%-76,86513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP647,987$36.9M0.01%-19,07313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co629,512$35.8M0.01%-17,21113F-HRTimelineGroup
NORGES BANK607,448$34.5M<0.01%013F-HRTimeline
DEPRINCE RACE & ZOLLO INC591,032$33.6M0.7%-4,97913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp541,206$30.8M0.01%+39013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC504,362$28.7M<0.01%-46,25113F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC419,010$23.8M0.33%-11,40413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…381,087$21.7M0.08%013F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management354,906$20.2M0.05%+71,63113F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.337,149$19.2M<0.01%-2,54713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding313,861$17.8M+17,402Timeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding302,079$17.2M+38,060Timeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/273,245$15.5M<0.01%-6,02613F-HRTimelineGroup
FJ Capital Management LLC270,197$15.4M1.63%+165,06913F-HRTimeline
BASSWOOD CAPITAL MANAGEMENT, L.L.C.267,018$15.2M0.76%new13F-HRTimeline
Waldron Private Wealth LLC216,121$12.4M0.54%+3,30113F-HRTimeline
Jacobi Capital Management LLC206,003$11.7M0.78%+125,85313F-HRTimeline
Public Sector Pension Investment Board180,167$10.2M0.04%+13,12813F-HRTimeline
Qube Research & Technologies Ltd157,879$8.98M0.01%+52,57913F-HRTimeline
RHUMBLINE ADVISERS150,916$8.58M0.01%+1,02813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC148,658$8.46M<0.01%-8,79613F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc143,888$8.18M<0.01%+2,23713F-HRTimelineGroup
VICTORY CAPITAL MANAGEMENT INC143,525$8.16M0.01%+12,70913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding136,785$7.78M+21,920Timeline
Nuveen, LLCin group TIAA133,520$7.59M<0.01%-29,93313F-HRTimelineGroup
FMR LLCin group FMR LLC129,184$7.35M<0.01%+4,92013F-HRTimelineGroup
Community Bank, N.A.118,285$6.73M0.88%+4,20413F-HRTimeline
ProShare Advisors LLC117,839$6.7M0.01%-13,35313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO117,550$6.69M<0.01%-61,01713F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC113,505$6.46M<0.01%+35,51613F-HR/ATimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106,259$6.04M0.01%-1,80413F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC105,413$5.99M0.21%-21,19913F-HRTimeline
Swiss National Bank100,900$5.74M<0.01%-1,00013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC97,781$5.56M<0.01%+13,79413F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP96,664$5.5M<0.01%+60,75613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN92,990$5.29M<0.01%-26713F-HRTimelineGroup
California Public Employees Retirement …92,254$5.25M<0.01%+24313F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…83,521$4.75M0.01%-10013F-HRTimeline
Sterling Capital Management LLC76,510$4.35M0.06%+19013F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC74,778$4.25M<0.01%-20,41613F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC54,718$3.74M<0.01%+3,09613F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.65,274$3.71M<0.01%013F-HRTimeline
Carnegie Investment Counsel60,935$3.47M0.07%-32813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,026$3.41M<0.01%-33,19413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,693$3.35M0.01%-12213F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC56,000$3.18M0.15%013F-HRTimeline
BERKSHIRE ASSET MANAGEMENT LLC/PA52,968$3.01M0.14%-22013F-HRTimeline
ALGERT GLOBAL LLC51,328$2.92M0.06%-6,28013F-HR/ATimeline
Janney Montgomery Scott LLC50,920$2.9M0.01%+51413F-HRTimeline
TUDOR INVESTMENT CORP ET AL50,312$2.86M0.02%new13F-HRTimeline
Hilton Capital Management, LLC49,827$2.83M0.23%+4,63213F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…48,580$2.76M<0.01%+19113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC48,556$2.76M<0.01%-97,16313F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co48,516$2.76M<0.01%-2,17113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP47,912$2.72M<0.01%+13,77413F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/47,526$2.7M<0.01%+4,39713F-HRTimeline
GW&K Investment Management, LLC47,361$2.69M0.02%-2,03213F-HRTimeline
Waterford Advisors, LLC64,107$2.55M1.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…39,823$2.27M<0.01%-1,56513F-HR/ATimelineGroup
Rafferty Asset Management, LLC35,956$2.04M0.01%+2,54513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\35,446$2.02M<0.01%-6,80513F-HRTimelineGroup
Tidal Investments LLCin group Tidal Investments LLC35,354$2.01M0.01%+61213F-HRTimelineGroup
VOLORIDGE INVESTMENT MANAGEMENT, LLC34,725$1.97M0.01%+4,93313F-HRTimeline
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…33,615$1.91M0.01%+2,55313F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC33,024$1.88M0.06%-11313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…31,805$1.81M0.17%013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…31,602$1.8M0.01%+1,44913F-HRTimelineGroup
State of Alaska, Department of Revenue31,462$1.79M0.02%+2,27913F-HRTimeline
LPL Financial LLC29,654$1.69M<0.01%+1,76013F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…29,034$1.65M<0.01%-2,10713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA27,951$1.59M<0.01%-1,51713F-HR/ATimelineGroup
Illinois Municipal Retirement Fund27,895$1.59M0.02%-1,41413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …27,612$1.57M<0.01%-1,42613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC26,713$1.52M<0.01%+1,06413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC25,846$1.47M0.01%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC24,794$1.42M0.01%+12913F-HRTimeline
Louisiana State Employees Retirement Sy…24,700$1.4M0.03%-10013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS24,291$1.38M0.01%-2,18713F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson23,412$1.33M<0.01%013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC20,468$1.16M<0.01%+20113F-HRTimelineGroup
State of Tennessee, Department of Treas…20,169$1.15M<0.01%-1,70413F-HRTimeline
COMERICA BANK19,900$1.13M<0.01%+15613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC19,665$1.12M0.01%+22513F-HRTimeline
Y-Intercept (Hong Kong) Ltd19,060$1.08M0.03%+6,85013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding19,027$1.08M-25,821Timeline
Ensign Peak Advisors, Inc19,008$1.08M<0.01%013F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND18,049$1.03M<0.01%+1,80013F-HR/ATimeline
Dynamic Technology Lab Private Ltd17,690$1.01M0.14%+6,74013F-HRTimeline
MML INVESTORS SERVICES, LLC17,651$1M<0.01%+1,41413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…17,265$982K0.09%013F-HRTimelineGroup
HighTower Advisors, LLC17,030$968K<0.01%-11913F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…16,675$948K<0.01%-53,42913F-HRTimelineGroup
TEACHERS RETIREMENT SYSTEM OF THE STATE…15,949$907K0.01%-1,16013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…15,607$888K<0.01%+1,33313F-HRTimeline
Maryland State Retirement & Pension Sys…15,532$883K0.02%+16713F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM15,420$877K0.01%+34313F-HRTimeline
Atria Investments, Inc15,321$871K0.01%+5,48913F-HRTimeline
Cetera Investment Advisers15,175$863K<0.01%+4,27513F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,108$859K<0.01%013F-HRTimeline
AMALGAMATED BANK15,017$854K0.01%+4813F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC14,501$825K<0.01%+21113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC14,399$819K<0.01%+4313F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…13,569$772K<0.01%+96513F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP13,385$761K0.09%+3,76313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,293$756K0.03%+1,09913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO12,831$730K<0.01%-2,59913F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources12,273$698K<0.01%-38013F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,144$691K0.01%+10013F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers12,073$687K<0.01%-4513F-HRTimelineGroup
Handelsbanken Fonder AB11,816$672K<0.01%013F-HRTimeline
Police & Firemen's Retirement System of…11,810$672K0.01%+67213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,534$656K<0.01%-44713F-HRTimelineGroup
KLP KAPITALFORVALTNING AS11,100$636K<0.01%+1,10013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,095$631K<0.01%+1513F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…11,054$629K0.02%+2,02613F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,040$628K<0.01%+4013F-HRTimelineGroup
Alliance Wealth Advisors, LLC11,011$626K0.34%-35913F-HRTimeline
Meridian Wealth Partners, LLC10,934$622K0.09%013F-HRTimeline
Aquatic Capital Management LLC10,627$604K0.01%+4,36413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,432$593K<0.01%-67113F-HRTimelineGroup
Fulton Bank, N.A.9,880$562K0.02%+12513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,678$550K<0.01%-1913F-HR/ATimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC9,558$544K<0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,496$540K<0.01%+7113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,358$532K<0.01%+94013F-HR/ATimelineGroup
Amundiin group Amundi8,691$514K<0.01%-12,41213F-HRTimelineGroup
Strategic Financial Services, Inc.8,812$501K0.03%-22313F-HRTimeline
TRUST CO OF VERMONT8,756$498K0.02%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…8,689$494K<0.01%013F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,220$467K<0.01%-25,39713F-HRTimelineGroup
Carl P. Sherr & Co., LLC8,170$465K0.23%013F-HRTimeline
Cambridge Investment Research Advisors,…8,062$458K<0.01%+27013F-HRTimeline
SG Americas Securities, LLC8,053$458K<0.01%-12,12513F-HRTimeline
Hanson & Doremus Investment Management7,587$431K0.06%-1,03013F-HRTimeline
Sovereign Financial Group, Inc.7,294$415K0.09%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,981$398K<0.01%-88613F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…6,834$389K0.13%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC6,832$389K0.04%+77313F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…6,789$386K<0.01%-88113F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.6,740$383K<0.01%+17713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,708$381K<0.01%-5,60013F-HRTimeline
CIBC WORLD MARKETS CORP6,527$371K<0.01%-5,08213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…6,474$368K0.01%+4,36013F-HRTimelineGroup
Minerva Advisors LLC6,618$367K0.24%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,423$365K<0.01%-7813F-HRTimelineGroup
Allegheny Financial Group6,122$348K0.08%+1013F-HRTimeline
Riggs Asset Managment Co. Inc.6,028$343K0.08%013F-HRTimeline
BANQUE PICTET & CIE SA6,028$343K<0.01%-40513F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,711$325K<0.01%-1,93113F-HRTimelineGroup
Ausbil Investment Management Ltd5,710$325K0.19%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,585$318K<0.01%new13F-HRTimelineGroup
Socha Financial Group, LLC5,450$310K0.14%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …5,417$308K<0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,307$302K<0.01%+57013F-HRTimelineGroup
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.5,084$289K<0.01%+9413F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD4,954$282K<0.01%-61113F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …4,887$278K<0.01%013F-HRTimelineGroup
Drum Hill Capital, LLC4,718$268K0.3%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,534$258K<0.01%+21413F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.4,219$240K0.15%013F-HRTimeline
PROFUND ADVISORS LLC4,204$239K0.01%+2013F-HRTimeline
IFG Advisory, LLC4,203$239K0.01%013F-HRTimeline
Pathway Financial Advisors LLC4,196$239K0.03%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,188$238K<0.01%new13F-HRTimelineGroup
XPONANCE LLC4,110$234K<0.01%+16013F-HRTimeline
MIdWestOne Financial Group, Inc.4,000$227K0.03%013F-HRTimeline
AE Wealth Management LLC3,991$227K<0.01%+4213F-HRTimeline
Operose Advisors LLC3,925$223K0.06%013F-HRTimeline
BURNS J W & CO INC/NY3,829$218K0.03%-27813F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,809$217K<0.01%+23913F-HRTimeline
Stone House Investment Management, LLC3,598$205K0.04%013F-HRTimeline
HRT FINANCIAL LP3,595$204K<0.01%-1,36513F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.3,150$179K0.12%013F-HRTimeline
Gitterman Wealth Management, LLC2,957$168K0.04%new13F-HRTimeline
New Age Alpha Advisors, LLC2,773$158K0.01%+4413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,804$103K<0.01%-613F-HRTimelineGroup
KBC Group NVin group KBC Group NV1,668$95K<0.01%-1,13013F-HRTimelineGroup
Farther Finance Advisors, LLC1,403$79.8K<0.01%+1,25413F-HRTimeline
STRS OHIO1,400$79.6K<0.01%-40013F-HRTimeline
Smartleaf Asset Management LLC1,267$72.4K0.01%-1613F-HRTimeline
Abound Wealth Management1,222$69.5K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,202$68.4K<0.01%013F-HRTimelineGroup
Clearstead Advisors, LLC1,124$63.9K<0.01%-11513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,123$63.9K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,000$56.9K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.945$53.8K0.01%+813F-HRTimeline
Blue Trust, Inc.800$45.5K<0.01%013F-HRTimeline
Quarry LP782$44.5K0.01%+71513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…781$44.4K<0.01%+49913F-HRTimelineGroup
Center for Financial Planning, Inc.780$44.4K0.01%013F-HRTimeline