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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
BlackRock, Inc.in group BlackRock, Inc.7,541,520$433M0.01%+104,86813F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC6,275,222$360M0.01%-38,15913F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC3,812,445$219M0.16%-209,88213F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP3,127,250$181M0.01%-168,25413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,005,436$115M0.01%-261,02613F-HR/ATimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP1,797,967$103M0.02%-18,08113F-HRTimelineGroup
FMR LLCin group FMR LLC1,680,717$96.5M<0.01%+943,55813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC1,248,549$71.7M<0.01%-2,51813F-HRTimelineGroup
NFJ INVESTMENT GROUP, LLC695,820$40M1.44%-30,23113F-HRTimeline
NORGES BANK678,844$39M<0.01%new13F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.671,906$38.6M0.06%-72,35613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co635,048$36.5M0.01%-3,00813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP603,397$34.7M<0.01%-39,19313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/579,353$33.3M<0.01%-56,90413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp541,428$31.1M0.01%+16,99013F-HRTimelineGroup
DEPRINCE RACE & ZOLLO INC477,683$27.4M0.53%-107,84913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC431,865$24.8M<0.01%-83,49313F-HR/ATimelineGroup
Riggs Asset Managment Co. Inc.401,450$23.1M4.65%+353,66313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…381,087$21.9M0.08%013F-HRTimeline
SEGALL BRYANT & HAMILL, LLC371,224$21.3M0.29%-36,30013F-HRTimeline
UBS Group AGgroup of 2 filers holding322,713$18.5M-64,031Timeline
Balyasny Asset Management L.P.in group Balyasny Asset Management317,274$18.2M0.03%+15,12813F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding251,187$14.4M-6,637Timeline
Waldron Private Wealth LLC210,242$12.1M0.48%013F-HRTimeline
Public Sector Pension Investment Board182,285$10.5M0.04%-23,88413F-HRTimeline
SG Americas Securities, LLC168,892$9.7M0.01%+162,21813F-HRTimeline
VICTORY CAPITAL MANAGEMENT INC148,876$8.55M<0.01%+4,68813F-HRTimeline
RHUMBLINE ADVISERS147,265$8.46M0.01%-5,87113F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc134,944$7.75M<0.01%-5,01013F-HRTimelineGroup
Nuveen, LLCin group TIAA132,307$7.6M<0.01%-1,21313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC132,192$7.6M<0.01%-9,68313F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.131,925$7.58M<0.01%-19,92813F-HRTimelineGroup
BASSWOOD CAPITAL MANAGEMENT, L.L.C.122,201$7.02M0.31%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,002$6.66M<0.01%+1,64013F-HRTimelineGroup
ProShare Advisors LLC111,228$6.39M0.01%-2,51513F-HRTimeline
Swiss National Bank104,200$5.99M<0.01%+1,80013F-HRTimeline
Community Bank, N.A.102,512$5.89M0.7%-16,05613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO96,485$5.54M<0.01%-15,47813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC93,642$5.38M<0.01%+15,94213F-HRTimelineGroup
California Public Employees Retirement …93,472$5.37M<0.01%+1,46213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…91,715$5.27M0.01%-3,63013F-HRTimelineGroup
NEW YORK STATE TEACHERS RETIREMENT SYST…83,121$4.77M0.01%-30013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC82,381$4.73M<0.01%+46,59113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN80,286$4.61M<0.01%+19,76013F-HRTimelineGroup
Sterling Capital Management LLC72,207$4.15M0.07%-8,06113F-HRTimeline
Jacobi Capital Management LLC69,789$4.01M0.23%-30113F-HRTimeline
ALLIANCEBERNSTEIN L.P.68,464$3.93M<0.01%+2,79013F-HRTimeline
Hilton Capital Management, LLC64,582$3.71M0.28%+6,35413F-HRTimeline
Janney Montgomery Scott LLC58,130$3.34M0.01%+1,75013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…55,397$3.33M<0.01%-5113F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC56,000$3.22M0.14%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP54,857$3.15M<0.01%-7,66913F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding53,487$3.07M-27,303Timeline
PRICE T ROWE ASSOCIATES INC /MD/52,430$3.01M<0.01%+2,25613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP49,971$2.87M<0.01%+50713F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…49,961$2.87M<0.01%+1,37813F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC49,502$2.84M<0.01%-3,44113F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC46,739$2.68M<0.01%+31,60013F-HRTimelineGroup
CANADA LIFE ASSURANCE Coin group CANADA LIFE ASSURANCE Co46,477$2.67M<0.01%-2,99613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\42,724$2.45M<0.01%+1,87813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,143$2.42M<0.01%+19,31113F-HRTimelineGroup
State of New Jersey Common Pension Fund…in group State of New Jersey Common Pe…40,187$2.31M0.01%+3,00113F-HRTimelineGroup
ANCHOR CAPITAL ADVISORS LLC39,229$2.25M0.07%+3,61313F-HRTimeline
Qube Research & Technologies Ltd38,408$2.21M<0.01%-16,56913F-HRTimeline
ADAGE CAPITAL PARTNERS GP, L.L.C.in group ADAGE CAPITAL PARTNERS GP, L.…38,147$2.19M<0.01%+10,64313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC37,917$2.18M<0.01%-9,32013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…36,892$2.12M<0.01%-1,94713F-HRTimelineGroup
Rafferty Asset Management, LLC31,766$1.82M0.01%-14,13313F-HRTimeline
LPL Financial LLC31,227$1.79M<0.01%-1,59013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…29,421$1.69M0.01%-1,36613F-HRTimelineGroup
State of Alaska, Department of Revenue29,040$1.67M0.02%+30913F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…28,530$1.64M0.15%013F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO27,955$1.61M<0.01%+15,29913F-HRTimelineGroup
Illinois Municipal Retirement Fund27,042$1.55M0.02%-95413F-HRTimeline
Numerai GP LLC26,868$1.54M0.19%-43,33813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC26,364$1.51M<0.01%+33413F-HRTimeline
HRT FINANCIAL LP25,942$1.49M<0.01%-3,29013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …24,826$1.43M<0.01%-1,40713F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…24,566$1.41M<0.01%-4413F-HRTimelineGroup
Louisiana State Employees Retirement Sy…24,100$1.38M0.02%-20013F-HRTimeline
JANUS HENDERSON GROUP PLCin group Janus Henderson23,412$1.34M<0.01%013F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC23,078$1.33M<0.01%+83513F-HRTimelineGroup
BERKSHIRE ASSET MANAGEMENT LLC/PA22,251$1.28M0.06%-30,53513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,190$1.28M<0.01%+1,44113F-HRTimelineGroup
Elo Mutual Pension Insurance Co21,436$1.23M0.02%new13F-HRTimeline
Cetera Investment Advisers21,119$1.21M<0.01%-2,45613F-HRTimeline
Alliance Wealth Advisors, LLC20,825$1.2M0.57%+10,15013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,460$1.18M<0.01%+5,93413F-HRTimelineGroup
MML INVESTORS SERVICES, LLC20,378$1.17M<0.01%+29113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC19,980$1.16M<0.01%+3313F-HRTimeline
Atria Investments, Inc20,042$1.15M0.01%+2,27213F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC19,969$1.15M0.01%013F-HRTimeline
Ausbil Investment Management Ltd19,446$1.12M0.63%+8,15713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC18,334$1.05M<0.01%-23,42313F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND18,049$1.04M<0.01%013F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…17,265$992K0.1%013F-HRTimelineGroup
HighTower Advisors, LLC16,792$965K<0.01%+1513F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…16,578$952K<0.01%013F-HRTimeline
COMERICA BANK16,352$939K<0.01%-2,85613F-HRTimeline
AMALGAMATED BANK15,361$882K0.01%+6613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC14,226$868K0.01%-2,11413F-HRTimeline
STATE BOARD OF ADMINISTRATION OF FLORID…15,082$866K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,966$860K<0.01%+3,81613F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM14,763$848K<0.01%-87613F-HRTimeline
GSA CAPITAL PARTNERS LLP14,751$847K0.07%new13F-HRTimeline
Squarepoint Ops LLCin group Squarepoint Ops LLC14,319$822K<0.01%-3,86513F-HRTimelineGroup
Police & Firemen's Retirement System of…14,043$807K0.01%-1,21513F-HRTimeline
Handelsbanken Fonder AB13,816$794K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13,467$774K<0.01%+39613F-HRTimelineGroup
State of Tennessee, Department of Treas…12,286$768K<0.01%-4,29313F-HRTimeline
TEACHERS RETIREMENT SYSTEM OF THE STATE…13,297$764K0.01%-1,77013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…13,268$762K0.02%-50513F-HRTimelineGroup
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCH…13,037$749K<0.01%-42413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources12,548$721K<0.01%-10813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP12,205$701K<0.01%+21513F-HRTimelineGroup
Verition Fund Management LLC12,096$695K<0.01%-34,12413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,083$694K<0.01%+3,17713F-HRTimelineGroup
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…12,073$693K0.02%+99213F-HRTimelineGroup
OREGON PUBLIC EMPLOYEES RETIREMENT FUND12,035$691K0.01%+10013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …11,643$669K<0.01%new13F-HRTimelineGroup
KLP KAPITALFORVALTNING AS11,300$654K<0.01%+20013F-HRTimeline
Fulton Bank, N.A.11,323$650K0.02%+35813F-HRTimeline
Meridian Wealth Partners, LLC10,890$626K0.09%-3713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,755$618K<0.01%+1,10613F-HRTimeline
TRUST CO OF VERMONT10,184$585K0.02%+1,51513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,032$577K<0.01%+23113F-HR/ATimelineGroup
Strategic Financial Services, Inc.8,686$577K0.03%-12613F-HRTimeline
Y-Intercept (Hong Kong) Ltd9,953$572K0.01%new13F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC9,530$547K<0.01%013F-HRTimelineGroup
AlphaQuest LLC8,959$515K0.03%+8,95713F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC8,515$489K0.01%+87613F-HRTimelineGroup
Inspire Investing, LLCin group Inspire Investing, LLC8,139$468K0.04%+42613F-HRTimelineGroup
Carl P. Sherr & Co., LLC7,370$461K0.21%-80013F-HRTimeline
Amundiin group Amundi7,921$455K<0.01%-1,25013F-HRTimelineGroup
Hanson & Doremus Investment Management7,674$441K0.05%+15713F-HRTimeline
Maryland State Retirement & Pension Sys…7,674$441K0.01%+7513F-HRTimeline
Aureum Wealth Management, LLC7,350$422K0.39%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co7,311$420K<0.01%new13F-HRTimelineGroup
Sovereign Financial Group, Inc.7,291$419K0.07%-313F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…7,112$409K<0.01%013F-HRTimelineGroup
Quantinno Capital Management LP7,059$405K<0.01%+1,96113F-HRTimeline
Holocene Advisors, LP7,012$403K<0.01%-1,42013F-HRTimeline
Aquatic Capital Management LLC6,991$402K0.01%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding6,868$394K+2,707Timeline
Cornell Pochily Investment Advisors, In…6,834$393K0.11%013F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …6,749$389K<0.01%-63313F-HRTimelineGroup
Minerva Advisors LLC6,618$380K0.25%013F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.6,544$376K<0.01%+22313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,348$365K<0.01%-6413F-HRTimelineGroup
Allegheny Financial Group6,140$353K0.05%+913F-HRTimeline
PROFUND ADVISORS LLC6,059$348K0.01%+1,79713F-HRTimeline
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…6,019$346K<0.01%+9813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,942$341K<0.01%+29813F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,932$341K<0.01%-8013F-HRTimelineGroup
Cambridge Investment Research Advisors,…5,927$340K<0.01%-1,56513F-HRTimeline
AE Wealth Management LLC5,587$321K<0.01%+1,33313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,484$315K<0.01%-6613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC5,156$296K<0.01%+43413F-HRTimeline
PEOPLES FINANCIAL SERVICES CORP.5,100$293K0.14%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd5,013$288K0.01%new13F-HRTimelineGroup
New Age Alpha Advisors, LLC4,925$283K0.01%+2,20413F-HRTimeline
BANQUE PICTET & CIE SA4,848$278K<0.01%-1,14113F-HRTimeline
Drum Hill Capital, LLC4,718$271K0.28%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…4,426$254K0.01%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC4,334$249K<0.01%new13F-HRTimeline
XPONANCE LLC4,186$240K<0.01%+3213F-HRTimeline
LAWOOD & CO4,088$235K0.22%13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.4,040$232K0.13%013F-HRTimeline
MIdWestOne Financial Group, Inc.4,000$230K0.03%013F-HRTimeline
IFG Advisory, LLC3,933$226K0.01%013F-HRTimeline
Operose Advisors LLC3,925$225K0.05%013F-HRTimeline
Pathway Financial Advisors LLC3,730$224K0.03%013F-HRTimeline
&PARTNERS3,850$222K<0.01%new13F-HRTimeline
Stone House Investment Management, LLC3,808$219K0.03%-4013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS3,637$209K<0.01%-13,12513F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…3,608$207K0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC3,559$204K<0.01%+14713F-HRTimeline
CIBC Asset Management Inc3,539$203K<0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.group of 2 filers holding3,516$202K+3,515Timeline
Marshall & Sterling Wealth Advisors Inc.3,150$181K0.12%013F-HRTimeline
Ensign Peak Advisors, Inc3,008$173K<0.01%-6,25013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,598$149K<0.01%-36713F-HRTimelineGroup
Farther Finance Advisors, LLC2,092$120K<0.01%+11013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,804$104K<0.01%013F-HR/ATimelineGroup
KBC Group NVin group KBC Group NV1,668$96K<0.01%013F-HRTimelineGroup
Covestor Ltd1,491$86K0.05%+1213F-HRTimeline
Smartleaf Asset Management LLC1,464$84.8K<0.01%+813F-HRTimeline
Abound Wealth Management1,222$70.2K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.1,202$69K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\1,158$66.5K<0.01%+3513F-HRTimelineGroup
Geneos Wealth Management Inc.1,000$57.4K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC977$56K<0.01%+7813F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.960$55.2K0.01%+813F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC938$52.6K<0.01%-8,62013F-HRTimeline
Blue Trust, Inc.914$52.5K<0.01%+413F-HRTimeline
Lipe & Dalton900$52K0.03%new13F-HRTimeline
Center for Financial Planning, Inc.780$44.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…776$44.6K<0.01%+4413F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …765$44K<0.01%+23213F-HRTimelineGroup
SageView Advisory Group, LLC725$41.6K<0.01%new13F-HRTimeline