Security record
CBU
Community Bank System, Inc. · Financial Services · Banks - Regional
91Tracked holders
-2Δ holders
33.21MShares held
$2.23BReported value
+7New positions
−8Exits
Momentum inputs (comparable managers):
holder breadth -2.2% ·
share flow +1.8% ·
net new positions -1.1%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 91 | -2 | 33.21M | $2.23B | +7 | −8 |
| Q1 2026 | 95 | +1 | 32.12M | $1.89B | +7 | −7 |
| Q4 2025 | 95 | 0 | 35.43M | $2.04B | +2 | −1 |
| Q3 2025 | 14 | -2 | 22.22M | $1.30B | — | −3 |
| Q2 2025 | 14 | 0 | 19.34M | $1.10B | +1 | −1 |
| Q1 2025 | 11 | +3 | 5.38M | $307.20M | +4 | −1 |
| Q4 2024 | 8 | -3 | 5.54M | $343.54M | — | −3 |
| Q3 2024 | 10 | +1 | 2.02M | $117.45M | +2 | −1 |
| Q2 2024 | 9 | — | 2.00M | $94.37M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 7.56M | +0.6% | $507.21M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 3.68M | +21.5% | $246.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 3.68M | +21.5% | $246.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 3.68M | +21.5% | $246.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 3.68M | +21.5% | $246.87M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 19 | Neuberger Berman Group LLC | 3.46M | -7.0% | $232.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 20 | Neuberger Berman Group LLC | 3.46M | -7.0% | $232.01M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 21 | State Street Global Advisors ✦ (passive) | 3.31M | +5.2% | $223.93M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Vanguard Capital Management Llc | 2.36M | -0.4% | $158.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Dimensional Fund Advisors Lp | 1.84M | +1.4% | $123.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Dimensional Fund Advisors Lp | 1.84M | +1.4% | $123.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 1.84M | +1.4% | $123.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 1.84M | +1.4% | $123.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 1.84M | +1.4% | $123.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | Morgan Stanley ✦ | 1.68M | -9.6% | $112.92M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Geode Capital Management ✦ (passive) | 1.36M | +4.8% | $91.29M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 45 | Geode Capital Management ✦ (passive) | 1.36M | +4.8% | $91.29M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 46 | Federated Hermes, Inc. | 738.53K | -2.2% | $49.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | Federated Hermes, Inc. | 738.53K | -2.2% | $49.57M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 48 | Northern Trust Corp | 657.59K | +6.0% | $44.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Northern Trust Corp | 657.59K | +6.0% | $44.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Northern Trust Corp | 657.59K | +6.0% | $44.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Northern Trust Corp | 657.59K | +6.0% | $44.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Northern Trust Corp | 657.59K | +6.0% | $44.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Northern Trust Corp | 657.59K | +6.0% | $44.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Charles Schwab Investment… | 635.28K | -0.6% | $42.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Norges Bank ✦ (passive) | 567.24K | New | $38.07M | 0.0% | New | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 544.14K | +2.5% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Massachusetts Financial Services Co… | 450.41K | New | $30.23M | 0.0% | New | 1 | SEC ↗ |
| 67 | UBS Group AG | 259.42K | +70.5% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | UBS Group AG | 259.42K | +70.5% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | UBS Group AG | 259.42K | +70.5% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Principal Financial Group Inc | 254.72K | -0.7% | $17.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Principal Financial Group Inc | 254.72K | -0.7% | $17.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Bank Of America Corp /De/ | 246.96K | -58.8% | $16.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Bank Of America Corp /De/ | 246.96K | -58.8% | $16.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Bank Of America Corp /De/ | 246.96K | -58.8% | $16.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Bank Of America Corp /De/ | 246.96K | -58.8% | $16.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Bank Of America Corp /De/ | 246.96K | -58.8% | $16.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Adage Capital Partners ✦ | 236.77K | +208.4% | $15.89M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 78 | Goldman Sachs Group ✦ | 203.52K | -61.2% | $13.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 79 | Goldman Sachs Group ✦ | 203.52K | -61.2% | $13.66M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 80 | Two Sigma Investments ✦ | 191.64K | +98.9% | $12.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Nuveen, LLC | 152.53K | +16.0% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Nuveen, LLC | 152.53K | +16.0% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Nuveen, LLC | 152.53K | +16.0% | $10.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Invesco Ltd. | 143.34K | -2.3% | $9.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Invesco Ltd. | 143.34K | -2.3% | $9.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Invesco Ltd. | 143.34K | -2.3% | $9.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Invesco Ltd. | 143.34K | -2.3% | $9.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Invesco Ltd. | 143.34K | -2.3% | $9.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 89 | Arrowstreet Capital ✦ | 133.78K | New | $8.98M | 0.0% | New | 1 | SEC ↗ |
| 90 | Rhumbline Advisers | 132.33K | -10.2% | $8.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Legal & General Group Plc | 124.79K | +0.1% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Legal & General Group Plc | 124.79K | +0.1% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Legal & General Group Plc | 124.79K | +0.1% | $8.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Ameriprise Financial Inc | 124.50K | -2.2% | $8.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Ameriprise Financial Inc | 124.50K | -2.2% | $8.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Envestnet Asset Management Inc | 123.88K | -2.8% | $8.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 118.33K | -1.6% | $7.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 118.33K | -1.6% | $7.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 118.33K | -1.6% | $7.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 118.33K | -1.6% | $7.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $38.07M | 0.0% |
| Massachusetts Financial… | $30.23M | 0.0% |
| Arrowstreet Capital | $8.98M | 0.0% |
Exited
| Balyasny Asset Management L.P. | $3.98M | was 0.0% |
| Squarepoint Ops LLC | $1.45M | was 0.0% |
| Millennium Management | $937,051 | was 0.0% |
| Holocene Advisors, LP | $831,305 | was 0.0% |
| Capstone Investment Advisors… | $269,145 | was 0.0% |
| Marshall Wace | $216,302 | was 0.0% |
| Simplex Trading, Llc | $46,157 | was 0.0% |
| Nomura Asset Management Co Ltd | $22,874 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 261 holders, 39.50M shares, $2.29B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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