Security record · archived quarter
CBU
Community Bank System, Inc. · Financial Services · Banks - Regional
95Tracked holders
+1Δ holders
32.12MShares held
$1.89BReported value
+7New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +1.1% ·
share flow +4.1% ·
net new positions 0.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 7.51M | -0.4% | $440.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Neuberger Berman Group LLC | 3.72M | -2.5% | $217.91M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | Neuberger Berman Group LLC | 3.72M | -2.5% | $217.91M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (passive) | 3.15M | +0.7% | $186.20M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 3.03M | +80.1% | $177.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 3.03M | +80.1% | $177.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 3.03M | +80.1% | $177.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 3.03M | +80.1% | $177.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Vanguard Capital Management Llc | 2.37M | — | $139.24M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 1.86M | -7.2% | $109.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Dimensional Fund Advisors Lp | 1.82M | +1.1% | $106.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Dimensional Fund Advisors Lp | 1.82M | +1.1% | $106.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Dimensional Fund Advisors Lp | 1.82M | +1.1% | $106.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Dimensional Fund Advisors Lp | 1.82M | +1.1% | $106.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Dimensional Fund Advisors Lp | 1.82M | +1.1% | $106.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Geode Capital Management ✦ (passive) | 1.30M | +3.9% | $76.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 46 | Geode Capital Management ✦ (passive) | 1.30M | +3.9% | $76.13M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 47 | Federated Hermes, Inc. | 754.80K | +12.3% | $44.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Federated Hermes, Inc. | 754.80K | +12.3% | $44.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 49 | Charles Schwab Investment… | 639.01K | +0.6% | $37.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 620.51K | +2.8% | $36.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Northern Trust Corp | 620.51K | +2.8% | $36.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Northern Trust Corp | 620.51K | +2.8% | $36.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 620.51K | +2.8% | $36.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Northern Trust Corp | 620.51K | +2.8% | $36.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Northern Trust Corp | 620.51K | +2.8% | $36.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank Of America Corp /De/ | 598.79K | +3.4% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank Of America Corp /De/ | 598.79K | +3.4% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank Of America Corp /De/ | 598.79K | +3.4% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Bank Of America Corp /De/ | 598.79K | +3.4% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bank Of America Corp /De/ | 598.79K | +3.4% | $35.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Bank of New York Mellon Corp | 530.90K | -1.9% | $31.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Goldman Sachs Group ✦ | 524.56K | +21.5% | $30.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Goldman Sachs Group ✦ | 524.56K | +21.5% | $30.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Principal Financial Group Inc | 256.39K | +2.1% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Principal Financial Group Inc | 256.39K | +2.1% | $15.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Victory Capital Management Inc | 154.28K | +3.6% | $9.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | UBS Group AG | 152.16K | -25.5% | $8.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | UBS Group AG | 152.16K | -25.5% | $8.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | UBS Group AG | 152.16K | -25.5% | $8.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Rhumbline Advisers | 147.29K | 0.0% | $8.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Invesco Ltd. | 146.71K | +11.2% | $8.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Invesco Ltd. | 146.71K | +11.2% | $8.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Invesco Ltd. | 146.71K | +11.2% | $8.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Invesco Ltd. | 146.71K | +11.2% | $8.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Invesco Ltd. | 146.71K | +11.2% | $8.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Nuveen, LLC | 131.49K | -0.6% | $7.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Nuveen, LLC | 131.49K | -0.6% | $7.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Envestnet Asset Management Inc | 127.46K | +9.9% | $7.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Ameriprise Financial Inc | 127.34K | -3.7% | $7.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Legal & General Group Plc | 124.66K | -7.6% | $7.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 90 | Legal & General Group Plc | 124.66K | -7.6% | $7.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Legal & General Group Plc | 124.66K | -7.6% | $7.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | UBS AM, a distinct business unit of… | 120.29K | +1.4% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | UBS AM, a distinct business unit of… | 120.29K | +1.4% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | UBS AM, a distinct business unit of… | 120.29K | +1.4% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | UBS AM, a distinct business unit of… | 120.29K | +1.4% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | UBS AM, a distinct business unit of… | 120.29K | +1.4% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | UBS AM, a distinct business unit of… | 120.29K | +1.4% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | UBS AM, a distinct business unit of… | 120.29K | +1.4% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | UBS AM, a distinct business unit of… | 120.29K | +1.4% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | UBS AM, a distinct business unit of… | 120.29K | +1.4% | $7.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Norges Bank | $38.99M | was 0.0% |
| Jane Street Group, Llc | $2.42M | was 0.0% |
| Qube Research & Technologies… | $2.21M | was 0.0% |
| Hrt Financial Lp | $1.49M | was 0.0% |
| Arrowstreet Capital | $668,774 | was 0.0% |
| Danske Bank A/S | $11,488 | was 0.0% |
| Optiver Holding B.V. | $5,859 | 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: Q1 2026 ·
Methodology ·
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