Market data loadingS&P 500--NASDAQ--Data as of latest ETNo timestamp

Community Financial System, Inc. (CBU) Institutional Ownership & Insider Trading

279 institutions reported holding Community Financial System, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 9 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

CBUCommunity Financial System, Inc.Follow CBU — free
Banks - Regional · Financials
—
Price chart with a free account
Market cap
3.3B
P/E TTM
14.5
Dividend yield
3.0%
52-week
—
Next earnings
27 Oct, in 3 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

279 institutions held 77.9% of the shares. Across filers that reported both quarters, shares held changed +1.0%.

Increased+91New+27Decreased-68Closed-17

Largest moves, shares (millions)

FMR+0.7MMassachusetts Financial…+0.5MBasswood Capital Management+0.3MNfj Investment Group-0.4MBank of America-0.4MGoldman Sachs Group-0.3M

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters
-2.8Sep 24+0.8Dec 24+0.2Mar 25+0.4Jun 25+0.6Sep 25+0.0Dec 25+0.7Mar 26+0.4Jun 26
QuarterHoldersShares held, MChangeIncreasedNewDecreasedClosed
Jun 2627941+1.0%91276817
Mar 2626340+2.0%93246326
Dec 2526140+0.1%84167115
Sep 2525039+1.6%74107619
Jun 2525739+1.1%80136521
Mar 2526438+0.6%71318523
Dec 2425138+2.3%78186525
Sep 2425237-8.8%70277623

Community Financial System, Inc. — questions

Who owns Community Financial System, Inc. stock?
279 institutions reported Community Financial System, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (14.4%), FMR LLC (7.0%), VANGUARD PORTFOLIO MANAGEMENT LLC (6.8%).
Are Community Financial System, Inc. insiders buying or selling?
9 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Community Financial System, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.