Community Financial System ICBU
13F holders, Q1 2025 (March 31)267holders +13
37new positions
23sold out
5famous investors
$56.91avg. 13F price*
At the end of Q1 2025, 267 institutions reported holding Community Financial System I (CBU) in their 13F filings, up 13 from Q4 2024. 37 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($436.5M), Vanguard Group Inc. ($360.4M) and Neuberger Berman Group LLC ($206.5M). 5 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Community Financial System I
- CUSIP
- 203607106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $26.4M |
| Exits | 23 | $20.6M |
All 13F filers, Q4 2024 → Q1 2025: 1,933,471 shares bought and 1,598,130 shares sold, net +335,341 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 267 holders
| BlackRock, Inc. | 0.01% | Add +2.2% | 7,677,402 | $436.5M |
| Vanguard Group Inc. | 0.01% | Reduce -1.5% | 6,338,337 | $360.4M |
| Neuberger Berman Group LLC | 0.17% | Add +7.2% | 3,631,552 | $206.5M |
| State Street Corp. | 0.01% | Reduce -11.5% | 3,219,185 | $184.6M |
| Morgan Stanley | 0.01% | Reduce -3.0% | 2,223,901 | $126.5M |
| Dimensional Fund Advisors LP | 0.03% | Add +1.2% | 1,796,684 | $102.2M |
| Geode Capital Management, LLC | 0.01% | Add +3.3% | 1,241,548 | $70.6M |
| Federated Hermes, Inc. | 0.10% | Add +0.4% | 834,490 | $47.4M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 667,060 | $37.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -2.2% | 646,723 | $36.8M |
| Norges Bank | 0.00% | Add +7.7% | 607,448 | $34.5M |
| Deprince Race & Zollo Inc. | 0.70% | Add +13.6% | 596,011 | $33.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.9% | 550,613 | $31.3M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.4% | 540,816 | $30.8M |
| Segall Bryant & Hamill, LLC | 0.38% | Reduce -7.0% | 430,414 | $24.5M |
| Public Employees Retirement Association of Colorado | 0.09% | No change | 381,087 | $21.7M |
| Invesco Ltd. | 0.00% | Add +80.2% | 339,696 | $19.3M |
| Balyasny Asset Management L.P. | 0.04% | Add +159.2% | 283,275 | $16.1M |
| Bank of America Corp. | 0.00% | Add +13.3% | 279,271 | $15.9M |
| Principal Financial Group Inc. | 0.01% | Add +2.9% | 262,245 | $14.9M |
| Waldron Private Wealth LLC | 0.58% | Reduce -6.7% | 212,820 | $12.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.8% | 178,567 | $10.2M |
| Public Sector Pension Investment Board | 0.04% | Add +27.6% | 167,039 | $9.5M |
| Nuveen, LLC | 0.00% | — | 163,453 | $9.3M |
| UBS Group AG | 0.00% | Reduce -33.5% | 159,840 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.8% | 157,454 | $9.0M |
| Rhumbline Advisers | 0.01% | Reduce -4.5% | 149,888 | $8.5M |
| Jane Street Group, LLC | 0.01% | Add +523.4% | 145,719 | $8.3M |
| Legal & General Group Plc | 0.00% | Reduce -4.1% | 141,651 | $8.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +6.4% | 136,619 | $7.8M |
| ProShare Advisors LLC | 0.02% | Add +2.7% | 131,192 | $7.5M |
| Victory Capital Management Inc. | 0.01% | Reduce -2.5% | 130,816 | $7.4M |
| NFJ Investment Group, LLC | 0.24% | Reduce -3.1% | 126,612 | $7.2M |
| FMR LLC | 0.00% | Add +39.5% | 124,264 | $7.1M |
| Community Bank, N.A. | 0.87% | Reduce -1.6% | 114,081 | $6.5M |
| Russell Investments Group, Ltd. | 0.01% | Add +5.3% | 108,063 | $6.1M |
| Qube Research & Technologies Ltd | 0.01% | Add +9.3% | 105,300 | $6.0M |
| FJ Capital Management LLC | 0.62% | New | 105,128 | $6.0M |
| Swiss National Bank | 0.00% | Reduce -1.2% | 101,900 | $5.8M |
| Citigroup Inc. | 0.00% | Reduce -7.8% | 95,194 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +69.1% | 93,257 | $5.3M |
| Citadel Advisors | 0.01% | Add +77.9% | 93,220 | $5.3M |
| California Public Employees Retirement System | 0.00% | Add +0.9% | 92,011 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | Add +149.4% | 85,508 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.7% | 83,987 | $4.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.1% | 83,621 | $4.8M |
| Jacobi Capital Management LLC | 0.34% | Reduce -23.4% | 80,150 | $4.6M |
| Barclays PLC | 0.00% | Reduce -29.0% | 77,989 | $4.4M |
| Sterling Capital Management LLC | 0.07% | Reduce -1.4% | 76,320 | $4.3M |
| Adage Capital Partners Gp, L.L.C. | 0.01% | New | 70,104 | $4.0M |
| Alliancebernstein L.P. | 0.00% | Add +0.1% | 65,274 | $3.7M |
| Prudential Financial Inc. | 0.01% | Reduce -3.3% | 51,622 | $3.6M |
| Algert Global LLC | 0.08% | Reduce -16.5% | 57,608 | $3.3M |
| Logan Capital Management Inc. | 0.14% | No change | 56,000 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.3% | 55,815 | $3.2M |
| Carnegie Investment Counsel | 0.07% | Add +10.5% | 61,263 | $3.1M |
| Berkshire Asset Management LLC | 0.14% | No change | 53,188 | $3.0M |
| CANADA LIFE ASSURANCE Co | 0.01% | Reduce -7.9% | 50,687 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.2% | 50,406 | $2.9M |
| GW&K Investment Management, LLC | 0.03% | Reduce -2.3% | 49,393 | $2.8M |
| California State Teachers Retirement System | 0.00% | Reduce -1.5% | 48,389 | $2.8M |
| Hilton Capital Management, LLC | 0.22% | Add +12.5% | 45,195 | $2.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +8.4% | 43,129 | $2.5M |
| Deutsche Bank AG | 0.00% | Reduce -33.0% | 42,251 | $2.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.5% | 41,388 | $2.4M |
| Dark Forest Capital Management LP | 0.10% | Add +360.1% | 39,261 | $2.2M |
| First Trust Advisors LP | 0.00% | Add +6.0% | 35,908 | $2.0M |
| Two Sigma Investments, LP | 0.00% | New | 35,848 | $2.0M |
| Tidal Investments LLC | 0.02% | Add +7.6% | 34,742 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 34,138 | $1.9M |
| Millennium Management | 0.00% | Add +31.5% | 33,617 | $1.9M |
| Rafferty Asset Management, LLC | 0.01% | Reduce -30.1% | 33,411 | $1.9M |
| Anchor Capital Advisors LLC | 0.06% | Reduce -1.1% | 33,137 | $1.9M |
| Canandaigua National Bank & Trust Co. | 0.18% | Reduce -1.6% | 31,805 | $1.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.6% | 31,141 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +0.6% | 31,062 | $1.8M |
| MetLife Investment Management, LLC | 0.01% | Reduce -4.0% | 30,153 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -64.7% | 29,792 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -7.8% | 29,468 | $1.7M |
| Susquehanna Fundamental Investments, LLC | 0.03% | New | 29,357 | $1.7M |
| Illinois Municipal Retirement Fund | 0.02% | Add +4.3% | 29,309 | $1.7M |
| State of Alaska, Department of Revenue | 0.02% | Reduce -2.1% | 29,183 | $1.7M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +4.2% | 29,038 | $1.7M |
| LPL Financial LLC | 0.00% | Add +19.1% | 27,894 | $1.6M |
| Corebridge Financial, Inc. | 0.01% | Reduce -1.9% | 27,330 | $1.6M |
| Teacher Retirement System of Texas | 0.01% | Add +7.4% | 26,478 | $1.5M |
| Intech Investment Management LLC | 0.02% | Add +37.5% | 25,846 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 25,649 | $1.5M |
| Nisa Investment Advisors, LLC | 0.01% | Reduce -1.0% | 24,665 | $1.4M |
| Louisiana State Employees Retirement System | 0.03% | Reduce -2.4% | 24,800 | $1.4M |
| Janus Henderson Group PLC | 0.00% | No change | 23,412 | $1.3M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -13.6% | 21,873 | $1.2M |
| Cubist Systematic Strategies, LLC | 0.02% | New | 20,390 | $1.2M |
| Lazard Asset Management LLC | 0.00% | New | 20,267 | $1.2M |
| SG Americas Securities, LLC | 0.00% | New | 20,178 | $1.1M |
| Amundi | 0.00% | Reduce -20.4% | 21,103 | $1.1M |
| Comerica Bank | 0.00% | Reduce -2.4% | 19,744 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.3% | 19,440 | $1.1M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 19,008 | $1.1M |
| Moody National Bank Trust Division | 0.10% | No change | 17,265 | $982K |
"% of holder's portfolio" is CBU's weight in each manager's 13F, not the share of Community Financial System I the manager owns.