Tamarly Intelligence

Who Holds Community Financial System, Inc. (CBU)? 279 Institutional Holders, Q2 2026

Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 279 holders, $2.7 billion in total.

Largest holders

The 100 largest by value. Change in shares against Q1 2026.

ManagerSharesValueChange
BlackRock, Inc.7,556,770$507 million+1%13F
FMR LLC3,678,108$247 million+22%13F
VANGUARD PORTFOLIO MANAGEMENT LLC3,549,062$238 million+1%13F
NEUBERGER BERMAN GROUP LLC3,456,640$232 million-7%13F
STATE STREET CORP3,313,651$224 million+5%13F
VANGUARD CAPITAL MANAGEMENT LLC2,364,665$159 million0%13F
DIMENSIONAL FUND ADVISORS LP1,843,474$124 million+1%13F
MORGAN STANLEY1,682,284$113 million-10%13F
GEODE CAPITAL MANAGEMENT, LLC1,359,907$91 million+5%13F
FEDERATED HERMES, INC.738,531$50 million-2%13F
NORTHERN TRUST CORP657,590$44 million+6%13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC635,278$43 million-1%13F
NORGES BANK567,244$38 millionNew13F
Bank of New York Mellon Corp544,140$37 million+2%13F
MASSACHUSETTS FINANCIAL SERVICES CO /MA/450,410$30 millionNew13F
Riggs Asset Managment Co. Inc.411,432$28 million-1%13F
SEGALL BRYANT & HAMILL, LLC392,351$26 million+11%13F
DEPRINCE RACE & ZOLLO INC368,124$25 million-31%13F
VANGUARD FIDUCIARY TRUST CO356,833$24 million+3%13F
BASSWOOD CAPITAL MANAGEMENT, L.L.C.321,017$22 millionNew13F
NFJ INVESTMENT GROUP, LLC260,075$17 million-62%13F
UBS Group AG259,422$17 million+70%13F
PRINCIPAL FINANCIAL GROUP INC254,722$17 million-1%13F
BANK OF AMERICA CORP /DE/246,960$17 million-59%13F
ADAGE CAPITAL PARTNERS GP, L.L.C.236,766$16 million+208%13F
GOLDMAN SACHS GROUP INC203,518$14 million-61%13F
TWO SIGMA INVESTMENTS, LP191,639$13 million+99%13F
Public Sector Pension Investment Board180,584$12 million-4%13F
Nuveen, LLC152,535$10 million+16%13F
Invesco Ltd.143,338$10 million-2%13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP133,785$9 millionNew13F
RHUMBLINE ADVISERS132,330$9 million-10%13F
Legal & General Group Plc124,793$8 million+0%13F
AMERIPRISE FINANCIAL INC124,496$8 million-2%13F
ENVESTNET ASSET MANAGEMENT INC123,878$8 million-3%13F
Waldron Private Wealth LLC122,062$8 million+0%13F
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC118,329$8 million-2%13F
JPMORGAN CHASE & CO106,707$7 million-6%13F
VICTORY CAPITAL MANAGEMENT INC105,837$7 million-31%13F
Swiss National Bank105,400$7 million+1%13F
CITADEL ADVISORS LLC105,104$7 million+10%13F
AMERICAN CENTURY COMPANIES INC97,233$7 million+35%13F
California Public Employees Retirement System96,166$6 million+3%13F
Russell Investments Group, Ltd.94,264$6 million-1%13F
Community Bank, N.A.91,527$6 million-9%13F
Hilton Capital Management, LLC77,912$5 million+5%13F
WELLS FARGO & COMPANY/MN76,055$5 million+72%13F
Sterling Capital Management LLC68,056$5 million-3%13F
AQR CAPITAL MANAGEMENT LLC65,300$4 million+155%13F
Jacobi Capital Management LLC62,978$4 million+0%13F
ALLIANCEBERNSTEIN L.P.71,914$4 million+5%13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM61,099$4 million+8%13F
DEUTSCHE BANK AG\56,551$4 million+18%13F
LOGAN CAPITAL MANAGEMENT INC56,000$4 millionNew13F
PRUDENTIAL FINANCIAL INC54,462$4 million+1%13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC50,129$3 million+18%13F
VANGUARD ASSET MANAGEMENT, Ltd49,360$3 million+7%13F
CITIGROUP INC47,825$3 million+37%13F
STIFEL FINANCIAL CORP43,276$3 million-16%13F
LPL Financial LLC43,259$3 million+15%13F
Tidal Investments LLC42,287$3 million-13%13F
Ausbil Investment Management Ltd41,188$3 million+79%13F
ANCHOR CAPITAL ADVISORS LLC37,762$3 million-4%13F
XTX Topco Ltd36,622$2 million+138%13F
State of New Jersey Common Pension Fund D34,754$2 million+0%13F
LAZARD ASSET MANAGEMENT LLC32,240$2 million+36%13F
FIRST TRUST ADVISORS LP31,601$2 million-49%13F
MetLife Investment Management, LLC31,170$2 million+8%13F
Illinois Municipal Retirement Fund27,268$2 million-3%13F
MANUFACTURERS LIFE INSURANCE COMPANY, THE26,480$2 million+10%13F
CANANDAIGUA NATIONAL BANK & TRUST CO26,105$2 millionNew13F
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.24,673$2 million-1%13F
Quantinno Capital Management LP23,500$2 million+14%13F
Jupiter Topco LLC23,412$2 millionNew13F
Cetera Investment Advisers23,379$2 million-1%13F
Louisiana State Employees Retirement System23,000$2 million-2%13F
ROYAL BANK OF CANADA22,844$2 million+5%13F
SEI INVESTMENTS CO22,272$1 million-59%13F
Corient Private Wealth LP21,965$1 million+11%13F
BERKSHIRE ASSET MANAGEMENT LLC/PA21,522$1 million+0%13F
MOODY NATIONAL BANK TRUST DIVISION20,547$1 million+19%13F
Vanguard Global Advisers, LLC20,462$1 million-3%13F
Rafferty Asset Management, LLC20,167$1 million-28%13F
COMMONWEALTH EQUITY SERVICES, LLC20,167$1 million+3%13F
MML INVESTORS SERVICES, LLC20,131$1 million+39%13F
Alliance Wealth Advisors, LLC19,775$1 million-5%13F
OSAIC HOLDINGS, INC.19,633$1 million+64%13F
NEW YORK STATE COMMON RETIREMENT FUND19,449$1 million+8%13F
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC18,874$1 millionNew13F
Cerity Partners LLC17,086$1 million+1%13F
HighTower Advisors, LLC16,777$1 million-12%13F
Atria Investments, Inc16,747$1 million-12%13F
RAYMOND JAMES FINANCIAL INC16,727$1 million-17%13F
Zurcher Kantonalbank (Zurich Cantonalbank)16,707$1 million+0%13F
Police & Firemen's Retirement System of New Jersey15,802$1 million+13%13F
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM15,082$1 million+0%13F
ARIZONA STATE RETIREMENT SYSTEM14,497$973,039+0%13F
MERCER GLOBAL ADVISORS INC /ADV14,441$969,280+20%13F
YOUSIF CAPITAL MANAGEMENT, LLC14,091$945,788+0%13F
NISA INVESTMENT ADVISORS, LLC13,805$932,907-16%13F

Questions and answers

How many institutions hold Community Financial System, Inc.?
279 managers reported Community Financial System, Inc. on Form 13F for the quarter ended 30 June 2026, against 265 the quarter before.
Who is the largest institutional holder of Community Financial System, Inc.?
BlackRock, Inc., with 7,556,770 shares worth $507 million on its 13F for Q2 2026.
How many institutions bought or sold out of Community Financial System, Inc. in Q2 2026?
44 managers reported a new position and 30 reported none after holding it the quarter before.
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Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Community Financial System, Inc., Q2 2026", https://app.tamarly.ai/holders/community-financial-system, built from SEC EDGAR.

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