COMMUNITY FINANCIAL SYSTEM I (CBU) is held by institutional investors who disclose positions via SEC 13F filings. View the full list of institutional holders on HoldingsIntel.

Are institutions buying or selling CBU?

HoldingsIntel tracks quarter-over-quarter changes in institutional positions for COMMUNITY FINANCIAL SYSTEM I, showing new buyers, position increases, decreases, and exits with conviction-weighted sentiment.

What is the Smart Money Verdict on CBU?

The Smart Money Verdict combines four independent signals (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for COMMUNITY FINANCIAL SYSTEM I.

Is institutional money flowing into CBU?

133 institutional investors hold COMMUNITY FINANCIAL SYSTEM I (CBU). View detailed buyer/seller breakdown on HoldingsIntel.

What do hedge funds think about CBU?

Track institutional sentiment and conviction scores for COMMUNITY FINANCIAL SYSTEM I (CBU) including Smart Money Verdict and position changes on HoldingsIntel.

COMMUNITY FINANCIAL SYSTEM I

CBU·203607106·US·equity·Financial Services - Banks - Regional-13D/G

CBU (COMMUNITY FINANCIAL SYSTEM I) is held by 133 institutional investors as of Q4 2025. Largest holders: BlackRock, Inc. ($433.2M), VANGUARD GROUP INC ($360.4M), Neuberger Berman Group LLC ($219M). Net institutional sentiment: Mixed.

133

Holders

Avg rating(11 Elite)

$2.1B

Total Value

48% (140)

Fund Consensus

61 buying - 67 selling

Smart Money Verdict

View all

48Weak MomentumFull Convergence

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See how CBU's score breaks down across 4 SEC sources

Held by 133 funds

11 elite

Who's Trading

Activist

FMR LLC

13F: Dec 31, 2025Insider & Congress: Updated regularly

InsiderPJParente JohnMApr 29, 2026

InsiderKJKnauss Jeffery JMApr 29, 2026

ActivistVPVanguard Portfolio Management6.8%Apr 29, 2026

Congress

Lisa McClainSale $1,001 - $15,000Jun 17, 2025

Congress

Lisa McClainBuy $1,001 - $15,000Jun 11, 2025

Congress

Daniel GoldmanSale $15,001 -Jul 12, 2023

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	7.5M(+1.4%)	$433.2M	0.0%	+2.15%	32
VANGUARD GROUP INC	Decreased	6.3M(-0.6%)	$360.4M	0.0%	+11.06%	0
Neuberger Berman Group LLC	Decreased	3.8M(-5.2%)	$219M	0.2%	+18.73%	0
STATE STREET CORP	Decreased	3.1M(-5.1%)	$181.1M	0.0%	+22.14%	0
MORGAN STANLEY	Decreased	2M(-11.5%)	$115.2M	0.0%	+33.97%	0
DIMENSIONAL FUND ADVISORS LP	Decreased	1.8M(-1.0%)	$103.3M	0.0%	+30.68%	0
FMR LLC	Increased	1.7M(+128.0%)	$96.5M	0.0%	+5.07%	48
GEODE CAPITAL MANAGEMENT, LLC	Decreased	1.2M(-0.2%)	$71.7M	0.0%	+18.90%	0
FEDERATED HERMES, INC.	Decreased	671,906(-9.7%)	$38.6M	0.1%	+25.51%	0
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Decreased	635,048(-0.5%)	$36.5M	0.0%	+23.68%	0
NORTHERN TRUST CORP	Decreased	603,397(-6.1%)	$34.7M	0.0%	+18.47%	0
BANK OF AMERICA CORP /DE/	Decreased	579,353(-8.9%)	$33.3M	0.0%	+3.74%	0
Bank of New York Mellon Corp	Increased	541,428(+3.2%)	$31.1M	0.0%	+11.38%	30
GOLDMAN SACHS GROUP INC	Decreased	431,865(-16.2%)	$24.8M	0.0%	+2.54%	0
BALYASNY ASSET MANAGEMENT L.P.	Increased	317,274(+5.0%)	$18.2M	0.0%	+11.24%	30
PRINCIPAL FINANCIAL GROUP INC	Decreased	251,187(-1.6%)	$14.4M	0.0%	+24.45%	0
UBS Group AG	Decreased	204,127(-26.2%)	$11.7M	0.0%	+4.89%	0
PUBLIC SECTOR PENSION INVESTMENT BOARD	Decreased	182,285(-11.6%)	$10.5M	0.0%	+13.81%	0
VICTORY CAPITAL MANAGEMENT INC	Increased	148,876(+3.3%)	$8.6M	0.0%	+29.72%	28
RHUMBLINE ADVISERS	Decreased	147,265(-3.8%)	$8.5M	0.0%	+16.14%	0
Legal & General Group Plc	Decreased	134,944(-3.6%)	$7.8M	0.0%	+23.62%	0
NUNuveen, LLC	Decreased	132,307(-0.9%)	$7.6M	0.0%	+10.30%	0
AMERIPRISE FINANCIAL INC	Decreased	132,192(-6.8%)	$7.6M	0.0%	+25.09%	0
Invesco Ltd.	Decreased	131,925(-13.1%)	$7.6M	0.0%	+15.64%	0
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Increased	118,586(+7.5%)	$6.8M	0.0%	+16.71%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	116,002(+1.4%)	$6.7M	0.0%	+13.89%	28
ProShare Advisors LLC	Decreased	111,228(-2.2%)	$6.4M	0.0%	+11.66%	0
Swiss National Bank	Increased	104,200(+1.8%)	$6M	0.0%	+23.96%	28
JPMORGAN CHASE & CO	Decreased	96,485(-13.8%)	$5.5M	0.0%	+1.93%	0
BARCLAYS PLC	Increased	93,642(+20.5%)	$5.4M	0.0%	+14.22%	32
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	Increased	93,472(+1.6%)	$5.4M	0.0%	+24.31%	27
Russell Investments Group, Ltd.	Decreased	91,715(-3.8%)	$5.3M	0.0%	+12.96%	0
CITADEL ADVISORS LLC	Increased	82,381(+130.2%)	$4.7M	0.0%	+9.57%	43
WELLS FARGO & COMPANY/MN	Increased	80,286(+32.6%)	$4.6M	0.0%	+21.02%	34
ALLIANCEBERNSTEIN L.P.	Increased	68,464(+4.3%)	$3.9M	0.0%	+23.88%	28
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	55,397(-0.1%)	$3.3M	0.0%	+48.05%	0
FIRST TRUST ADVISORS LP	Decreased	54,857(-12.3%)	$3.2M	0.0%	+14.41%	0
STIFEL FINANCIAL CORP	Increased	49,971(+1.0%)	$2.9M	0.0%	+18.24%	27
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	Increased	49,961(+2.8%)	$2.9M	0.0%	+27.21%	27
PRUDENTIAL FINANCIAL INC	Decreased	49,502(-6.5%)	$2.8M	0.0%	+32.08%	0
AMERICAN CENTURY COMPANIES INC	Increased	46,739(+208.7%)	$2.7M	0.0%	+13.21%	42
$DEUTSCHE BANK AG\$ DEUTSCHE BANK AG\	Increased	42,724(+4.6%)	$2.5M	0.0%	+7.37%	27
JANE STREET GROUP, LLC	Increased	42,143(+84.6%)	$2.4M	0.0%	+8.78%	40
State of New Jersey Common Pension Fund D	Increased	40,187(+8.1%)	$2.3M	0.0%	+21.35%	28
Qube Research & Technologies Ltd	Decreased	38,408(-30.1%)	$2.2M	0.0%	+10.26%	0
AGADAGE CAPITAL PARTNERS GP, L.L.C.	Increased	38,147(+38.7%)	$2.2M	0.0%	+7.26%	34
CITIGROUP INC	Decreased	37,917(-19.7%)	$2.2M	0.0%	+1.93%	0
Rafferty Asset Management, LLC	Decreased	31,766(-30.8%)	$1.8M	0.0%	+20.73%	0
LPL Financial LLC	Decreased	31,227(-4.8%)	$1.8M	0.0%	+19.53%	0
MetLife Investment Management, LLC	Decreased	29,421(-4.4%)	$1.7M	0.0%	+15.09%	0
SEI INVESTMENTS CO	Increased	27,955(+120.9%)	$1.6M	0.0%	+7.09%	41
COMMONWEALTH EQUITY SERVICES, LLC	Increased	26,364(+1.3%)	$1.5M	0.0%	+20.24%	26
MANUFACTURERS LIFE INSURANCE COMPANY, THE	Decreased	24,826(-5.4%)	$1.4M	0.0%	+32.08%	0
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Decreased	24,566(-0.2%)	$1.4M	0.0%	+31.87%	0
JANUS HENDERSON GROUP PLC	Unchanged	23,412	$1.3M	0.0%	+12.47%	0
LAZARD ASSET MANAGEMENT LLC	Increased	23,078(+3.8%)	$1.3M	0.0%	+9.64%	26
ROYAL BANK OF CANADA	Increased	22,190(+6.9%)	$1.3M	0.0%	+2.16%	27
Cetera Investment Advisers	Decreased	21,119(-10.4%)	$1.2M	0.0%	+14.26%	0
AQR CAPITAL MANAGEMENT LLC	Increased	20,460(+40.9%)	$1.2M	0.0%	+8.45%	34
MML INVESTORS SERVICES, LLC	Increased	20,378(+1.4%)	$1.2M	0.0%	+20.43%	26
NISA INVESTMENT ADVISORS, LLC	Increased	19,980(+0.2%)	$1.2M	0.0%	+28.62%	25
INTECH INVESTMENT MANAGEMENT LLC	Unchanged	19,969	$1.1M	0.0%	+8.45%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	19,014(-38.2%)	$1.1M	0.0%	+14.90%	0
MILLENNIUM MANAGEMENT LLC	Decreased	18,334(-56.1%)	$1.1M	0.0%	+8.56%	0
NEW YORK STATE COMMON RETIREMENT FUND	Unchanged	18,049	$1M	0.0%	+25.29%	0
HighTower Advisors, LLC	Increased	16,792(+0.1%)	$964,523	0.0%	+20.27%	25
ZKZurcher Kantonalbank (Zurich Cantonalbank)	Unchanged	16,578	$952,240	0.0%	+15.32%	0
COMERICA BANK	Decreased	16,352(-14.9%)	$939,267	0.0%	+55.73%	0
YOUSIF CAPITAL MANAGEMENT, LLC	Decreased	14,226(-12.9%)	$867,644	0.0%	-6.30%	0
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	Unchanged	15,082	$866,310	0.0%	+29.00%	0
RAYMOND JAMES FINANCIAL INC	Increased	14,966(+34.2%)	$859,621	0.0%	+2.86%	32
Arizona State Retirement System	Decreased	14,763(-5.6%)	$847,987	0.0%	+24.77%	0
Squarepoint Ops LLC	Decreased	14,319(-21.3%)	$822,483	0.0%	+4.42%	0
Police & Firemen's Retirement System of New Jersey	Decreased	14,043(-8.0%)	$806,630	0.0%	+2.77%	0
BNP PARIBAS FINANCIAL MARKETS	Increased	13,467(+3.0%)	$773,544	0.0%	+11.08%	25
State of Tennessee, Department of Treasury	Decreased	12,286(-25.9%)	$767,875	0.0%	+23.78%	0
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Decreased	13,037(-3.1%)	$748,845	0.0%	+18.72%	0
FRANKLIN RESOURCES INC	Decreased	12,548(-0.8%)	$720,757	0.0%	+35.92%	0
TRUIST FINANCIAL CORP	Increased	12,205(+1.8%)	$701,065	0.0%	+4.13%	25
Verition Fund Management LLC	Decreased	12,096(-73.8%)	$694,794	0.0%	+4.42%	0
OSAIC HOLDINGS, INC.	Increased	12,083(+35.7%)	$694,046	0.0%	+9.41%	32
APARROWSTREET CAPITAL, LIMITED PARTNERSHIP	New	11,643	$668,774	0.0%	+5.60%	34
KLP KAPITALFORVALTNING AS	Increased	11,300(+1.8%)	$653,586	0.0%	+2.62%	25
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	10,755(+11.5%)	$617,767	0.0%	+19.46%	27
Corient Private Wealth LLC	Increased	10,032(+2.4%)	$576,855	0.0%	+22.17%	25
VOYA INVESTMENT MANAGEMENT LLC	Unchanged	9,530	$547,403	0.0%	+12.97%	0
BENJAMIN EDWARDS INC	Increased	8,515(+11.5%)	$489,425	0.0%	+16.31%	27
Amundi	Decreased	7,921(-13.6%)	$454,982	0.0%	+9.64%	0
Pictet Asset Management Holding SA	Unchanged	7,112	$408,513	0.0%	+43.20%	0
Quantinno Capital Management LP	Increased	7,059(+38.5%)	$405,476	0.0%	+4.75%	31
Holocene Advisors, LP	Decreased	7,012(-16.8%)	$402,769	0.0%	+4.42%	0
Universal- Beteiligungs- und Servicegesellschaft mbH	Decreased	6,749(-8.6%)	$388,991	0.0%	+8.24%	0
QRQRG CAPITAL MANAGEMENT, INC.	Increased	6,544(+3.5%)	$375,867	0.0%	+20.61%	25
PNC FINANCIAL SERVICES GROUP, INC.	Decreased	6,348(-1.0%)	$364,628	0.0%	+16.18%	0
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	Increased	6,019(+1.7%)	$345,731	0.0%	+16.44%	24
BANK OF MONTREAL /CAN/	Decreased	5,932(-1.3%)	$340,734	0.0%	+3.28%	0
AE Wealth Management LLC	Increased	5,587(+31.3%)	$320,938	0.0%	+2.95%	30
Pathstone Holdings, LLC	Decreased	5,484(-1.2%)	$315,383	0.0%	+8.73%	0
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	Increased	5,156(+9.2%)	$296,161	0.0%	+8.74%	26
XTX Topco Ltd	New	5,013	$287,947	0.0%	+5.60%	32
BANQUE PICTET & CIE SA	Decreased	4,848(-19.1%)	$278,469	0.0%	+10.30%	0
Sequoia Financial Advisors, LLC	New	4,334	$248,945	0.0%	+5.60%	32
XPONANCE LLC	Increased	4,186(+0.8%)	$240,444	0.0%	+2.58%	23
&PARTNERS	New	3,850	$222,301	0.0%	+5.60%	32
TRTEACHER RETIREMENT SYSTEM OF TEXAS	Decreased	3,637(-78.3%)	$208,909	0.0%	+17.04%	0
Sanctuary Advisors, LLC	Increased	3,559(+4.3%)	$204,438	0.0%	+4.47%	24
CIBC Asset Management Inc	New	3,539	$203,280	0.0%	+5.60%	32
CIBC WORLD MARKETS CORP	Decreased	3,504(-46.3%)	$201,270	0.0%	+6.61%	0
Ensign Peak Advisors, Inc	Decreased	3,008(-67.5%)	$172,780	0.0%	+9.00%	0
Kestra Advisory Services, LLC	New	2,706	$155,438	0.0%	+5.60%	31
Farther Finance Advisors, LLC	Increased	2,092(+5.5%)	$120,164	0.0%	+8.19%	23
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Unchanged	1,804	$103,628	0.0%	+1.77%	0
$US BANCORP \DE\$ US BANCORP \DE\	Increased	1,158(+3.1%)	$66,516	0.0%	+19.25%	22
LOS ANGELES CAPITAL MANAGEMENT LLC	Decreased	938(-90.2%)	$52,594	0.0%	+10.30%	0
STRS OHIO	Decreased	700(-36.4%)	$40,208	0.0%	+8.93%	0
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	Increased	586(+0.7%)	$33,660	0.0%	+22.80%	20
Rockefeller Capital Management L.P.	Decreased	535(-21.6%)	$30,787	0.0%	+4.42%	0
NANOMURA ASSET MANAGEMENT CO LTD	Unchanged	390	$22,402	0.0%	-1.72%	0
Eurizon Capital SGR S.p.A.	New	234	$13,441	0.0%	+5.60%	27
FIFTH THIRD BANCORP	Decreased	224(-23.3%)	$12,867	0.0%	+28.40%	0
DANSKE BANK A/S	Unchanged	200	$11,488	0.0%	+10.30%	0
Optiver Holding B.V.	Decreased	102(-50.0%)	$5,859	0.0%	+6.31%	0
Steward Partners Investment Advisory, LLC	Unchanged	91	$5,227	0.0%	+12.79%	0
JONES FINANCIAL COMPANIES LLLP	Increased	65(+712.5%)	$3,734	0.0%	+5.97%	15
PRICE T ROWE ASSOCIATES INC /MD/	Increased	52,430(+4.5%)	$3,012	0.0%	+11.31%	14
Allworth Financial LP	Increased	32(+10.3%)	$1,839	0.0%	+22.16%	8
HRT FINANCIAL LP	Decreased	25,942(-11.3%)	$1,490	0.0%	+5.11%	0
PICTON MAHONEY ASSET MANAGEMENT	Unchanged	20	$1,149	0.0%	+11.16%	0
MAI Capital Management	New	16	$920	0.0%	+5.60%	17
CIBC Private Wealth Group LLC	Increased	12(+1100.0%)	$689	0.0%	+5.50%	12
ASSETMARK, INC	Increased	10(+150.0%)	$574	0.0%	+4.10%	12
BNP Paribas Asset Management Holding S.A.	Increased	765(+43.5%)	$44	0.0%	+7.76%	15
Wealthspire Advisors, LLC	Exited	0(-100.0%)	$47,265	0.0%	-1.11%	0
VOLORIDGE INVESTMENT MANAGEMENT, LLC	Exited	0(-100.0%)	$2.1M	0.0%	+23.81%	0
HUNTINGTON NATIONAL BANK	Exited	0(-100.0%)	$410	0.0%	+28.53%	0
TWO SIGMA INVESTMENTS, LP	Exited	0(-100.0%)	$839,490	0.0%	+4.46%	0
Freestone Grove Partners LP	Exited	0(-100.0%)	$280,065	0.0%	-1.11%	0
Tidal Investments LLC	Exited	0(-100.0%)	$2.4M	0.0%	+13.02%	0
STATE OF WISCONSIN INVESTMENT BOARD	Exited	0(-100.0%)	$303,227	0.0%	+2.58%	0

COMMUNITY FINANCIAL SYSTEM I

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