Login

Ownership

Who owns COMMUNITY FINANCIAL SYSTEM, INC., from the filings themselves: stakes over 5% (Schedule 13D/G), the institutional managers reporting the stock each quarter (13F), and the funds holding it (N-PORT).

Stakes over 5%

Investors crossing 5% ownership must disclose it. Schedule 13G filers certify the stake is passive; Schedule 13D is the general form for everyone else — founders, strategic holders, and activists alike. Each entry is the holder's most recent disclosure. Coverage begins with SEC's structured filings from December 18, 2024; a holder appears once they file or amend after that date.

FMR LLC, Abigail P. Johnson August 06, 2026

FMR LLC: 7.0% · 3,678,107 shares — Abigail P. Johnson: 7.0% · 3,678,107 shares

Vanguard Portfolio Management April 29, 2026

Vanguard Portfolio Management: 6.8% · 3,551,884 shares

3 more 5% stakes behind a free account

See every investor who has disclosed crossing 5% of COMMUNITY FINANCIAL SYSTEM, INC..

Sign up free

Super investors holding CBU

Every institutional manager whose latest 13F reports this stock, largest position first. "% of their portfolio" is the weight inside that manager's own book — how much conviction the position represents; "% of company" is how much of COMMUNITY FINANCIAL SYSTEM, INC. they hold. Together these 334 managers report 90.92% of shares outstanding.

Investor Position value Shares % of their portfolio % of company As of
BlackRock, Inc. $507M 7,556,770 0.01% 14.36% June 30, 2026
VANGUARD GROUP INC $360M 6,275,222 0.01% 11.93% December 31, 2025

332 more institutional holders behind a free account

See every manager reporting COMMUNITY FINANCIAL SYSTEM, INC., how much of the company they hold, and how big the position is inside their own portfolio.

Sign up free

Funds holding CBU

Funds disclosing this stock in their monthly N-PORT portfolio, with the position's share of the fund's net assets. Together these 299 funds hold 48.40% of shares outstanding — counted inside the manager totals above, not on top of them, since a fund's shares also appear in its manager's 13F.

Fund Position value % of net assets % of company As of
iShares Core S&P Small-Cap ETF $212M 0.19% 6.01% June 30, 2026
Neuberger Genesis Fund $133M 1.56% 4.18% February 28, 2026

297 more funds behind a free account

See every fund holding COMMUNITY FINANCIAL SYSTEM, INC. and what share of its net assets the position represents.

Sign up free

Create Account

Sign up for free to unlock this feature.

Already have an account? Sign in

Premium Feature

This feature requires a premium subscription to unlock unlimited historical data and advanced analysis tools.

Premium includes:

  • Unlimited historical financial data
  • Advanced analytics and insights
  • Priority support