Community Financial System ICBU

13F holders, Q4 2025 (December 31)
264holders +9
19new positions
20sold out
3famous investors
$57.49avg. 13F price*

At the end of Q4 2025, 264 institutions reported holding Community Financial System I (CBU) in their 13F filings, up 9 from Q3 2025. 19 opened new positions and 20 sold out. The largest holders were BlackRock, Inc. ($433.2M), Vanguard Group Inc. ($360.4M) and Neuberger Berman Group LLC ($219.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Community Financial System I
CUSIP
203607106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 235Q1 2024Q2 2024: 245Q2 2024Q3 2024: 255Q3 2024Q4 2024: 254Q4 2024Q1 2025: 267Q1 2025Q2 2025: 258Q2 2025Q3 2025: 255Q3 2025Q4 2025: 264Q4 2025Q1 2026: 265Q1 2026Q2 2026: 280Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions19$5.6M
Exits20$13.1M

All 13F filers, Q3 2025 → Q4 2025: 1,956,264 shares bought and 1,803,402 shares sold, net +152,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 264 holders

BlackRock, Inc. 0.01% Add +1.4% 7,541,520 $433.2M
Vanguard Group Inc. 0.01% Reduce -0.6% 6,275,222 $360.4M
Neuberger Berman Group LLC 0.16% Reduce -5.2% 3,812,445 $219.0M
State Street Corp. 0.01% Reduce -5.1% 3,127,250 $181.1M
Morgan Stanley 0.01% Reduce -11.5% 2,005,436 $115.2M
Dimensional Fund Advisors LP 0.02% Reduce -1.0% 1,797,967 $103.3M
FMR LLC 0.00% Add +128.0% 1,680,717 $96.5M
Geode Capital Management, LLC 0.00% Reduce -0.2% 1,248,549 $71.7M
NFJ Investment Group, LLC 1.44% Reduce -4.2% 695,820 $40.0M
Norges Bank 0.00% — 678,844 $39.0M
Federated Hermes, Inc. 0.06% Reduce -9.7% 671,906 $38.6M
Charles Schwab Investment Management Inc. 0.01% Reduce -0.5% 635,048 $36.5M
Northern Trust Corp. 0.00% Reduce -6.1% 603,397 $34.7M
Bank of America Corp. 0.00% Reduce -8.9% 579,353 $33.3M
Bank of New York Mellon Corp 0.01% Add +3.2% 541,428 $31.1M
Deprince Race & Zollo Inc. 0.53% Reduce -18.4% 477,683 $27.4M
Goldman Sachs Group Inc. 0.00% Reduce -16.2% 431,865 $24.8M
Riggs Asset Managment Co. Inc. 4.65% Add +740.1% 401,450 $23.1M
Public Employees Retirement Association of Colorado 0.08% No change 381,087 $21.9M
Segall Bryant & Hamill, LLC 0.29% Reduce -8.9% 371,224 $21.3M
Balyasny Asset Management L.P. 0.04% Add +5.0% 317,274 $18.2M
Principal Financial Group Inc. 0.01% Reduce -1.6% 251,187 $14.4M
Waldron Private Wealth LLC 0.48% No change 210,242 $12.1M
UBS Group AG 0.00% Reduce -26.2% 204,127 $11.7M
Public Sector Pension Investment Board 0.04% Reduce -11.6% 182,285 $10.5M
SG Americas Securities, LLC 0.01% Add +2430.6% 168,892 $9.7M
Victory Capital Management Inc. 0.00% Add +3.3% 148,876 $8.6M
Rhumbline Advisers 0.01% Reduce -3.8% 147,265 $8.5M
Legal & General Group Plc 0.00% Reduce -3.6% 134,944 $7.8M
Nuveen, LLC 0.00% Reduce -0.9% 132,307 $7.6M
Ameriprise Financial Inc. 0.00% Reduce -6.8% 132,192 $7.6M
Invesco Ltd. 0.00% Reduce -13.1% 131,925 $7.6M
Basswood Capital Management, L.L.C. 0.31% No change 122,201 $7.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +7.5% 118,586 $6.8M
Envestnet Asset Management Inc. 0.00% Add +1.4% 116,002 $6.7M
ProShare Advisors LLC 0.01% Reduce -2.2% 111,228 $6.4M
Swiss National Bank 0.00% Add +1.8% 104,200 $6.0M
Community Bank, N.A. 0.70% Reduce -13.5% 102,512 $5.9M
JPMorgan Chase & Co. 0.00% Reduce -13.8% 96,485 $5.5M
Barclays PLC 0.00% Add +20.5% 93,642 $5.4M
California Public Employees Retirement System 0.00% Add +1.6% 93,472 $5.4M
Russell Investments Group, Ltd. 0.01% Reduce -3.8% 91,715 $5.3M
New York State Teachers Retirement System 0.01% Reduce -0.4% 83,121 $4.8M
Citadel Advisors 0.00% Add +130.2% 82,381 $4.7M
Wells Fargo & Company 0.00% Add +32.6% 80,286 $4.6M
Sterling Capital Management LLC 0.07% Reduce -10.0% 72,207 $4.1M
Jacobi Capital Management LLC 0.23% Reduce -0.4% 69,789 $4.0M
Alliancebernstein L.P. 0.00% Add +4.3% 68,464 $3.9M
Hilton Capital Management, LLC 0.28% Add +10.9% 64,582 $3.7M
Janney Montgomery Scott LLC 0.01% Add +3.1% 58,130 $3.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.1% 55,397 $3.3M
Logan Capital Management Inc. 0.14% No change 56,000 $3.2M
First Trust Advisors LP 0.00% Reduce -12.3% 54,857 $3.2M
T. Rowe Price Associates Inc. 0.00% Add +4.5% 52,430 $3.0M
Stifel Financial Corp. 0.00% Add +1.0% 49,971 $2.9M
California State Teachers Retirement System 0.00% Add +2.8% 49,961 $2.9M
Prudential Financial Inc. 0.00% Reduce -6.5% 49,502 $2.8M
American Century Companies Inc. 0.00% Add +208.7% 46,739 $2.7M
CANADA LIFE ASSURANCE Co 0.00% Reduce -6.1% 46,477 $2.7M
Deutsche Bank AG 0.00% Add +4.6% 42,724 $2.5M
Jane Street Group, LLC 0.00% Add +84.6% 42,143 $2.4M
State of New Jersey Common Pension Fund D 0.01% Add +8.1% 40,187 $2.3M
Anchor Capital Advisors LLC 0.07% Add +10.1% 39,229 $2.3M
Qube Research & Technologies Ltd 0.00% Reduce -30.1% 38,408 $2.2M
Adage Capital Partners Gp, L.L.C. 0.00% Add +38.7% 38,147 $2.2M
Citigroup Inc. 0.00% Reduce -19.7% 37,917 $2.2M
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 36,892 $2.1M
Susquehanna Portfolio Strategies, LLC 0.03% No change 34,473 $2.0M
Rafferty Asset Management, LLC 0.01% Reduce -30.8% 31,766 $1.8M
LPL Financial LLC 0.00% Reduce -4.8% 31,227 $1.8M
MetLife Investment Management, LLC 0.01% Reduce -4.4% 29,421 $1.7M
State of Alaska, Department of Revenue 0.02% Add +1.1% 29,040 $1.7M
Canandaigua National Bank & Trust Co. 0.15% No change 28,530 $1.6M
Sei Investments Co. 0.00% Add +120.9% 27,955 $1.6M
Illinois Municipal Retirement Fund 0.02% Reduce -3.4% 27,042 $1.6M
Numerai GP LLC 0.19% Reduce -61.7% 26,868 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +1.3% 26,364 $1.5M
HRT Financial LP 0.00% Reduce -11.3% 25,942 $1.5M
Manufacturers Life Insurance Company, The 0.00% Reduce -5.4% 24,826 $1.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.2% 24,566 $1.4M
Louisiana State Employees Retirement System 0.02% Reduce -0.8% 24,100 $1.4M
Janus Henderson Group PLC 0.00% No change 23,412 $1.3M
Lazard Asset Management LLC 0.00% Add +3.8% 23,078 $1.3M
Berkshire Asset Management LLC 0.06% Reduce -57.9% 22,251 $1.3M
Royal Bank of Canada 0.00% Add +6.9% 22,190 $1.3M
Elo Mutual Pension Insurance Co 0.02% New 21,436 $1.2M
Cetera Investment Advisers 0.00% Reduce -10.4% 21,119 $1.2M
Alliance Wealth Advisors, LLC 0.57% Add +95.1% 20,825 $1.2M
AQR Capital Management 0.00% Add +40.9% 20,460 $1.2M
MML Investors Services, LLC 0.00% Add +1.4% 20,378 $1.2M
Nisa Investment Advisors, LLC 0.00% Add +0.2% 19,980 $1.2M
Atria Investments, Inc 0.01% Add +12.8% 20,042 $1.2M
Intech Investment Management LLC 0.01% No change 19,969 $1.1M
Ausbil Investment Management Ltd 0.63% Add +72.3% 19,446 $1.1M
Susquehanna International Group, LLP 0.00% Reduce -38.2% 19,014 $1.1M
Millennium Management 0.00% Reduce -56.1% 18,334 $1.1M
New York State Common Retirement Fund 0.00% No change 18,049 $1.0M
Moody National Bank Trust Division 0.10% No change 17,265 $992K
HighTower Advisors, LLC 0.00% Add +0.1% 16,792 $965K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 16,578 $952K

"% of holder's portfolio" is CBU's weight in each manager's 13F, not the share of Community Financial System I the manager owns.

Show all 264 holders