Who owns CBU (CBU)
Which tracked institutional funds hold CBU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CBU company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
53 tracked funds added or opened CBU while 36 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CBU’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CBU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CBU divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 264 tracked filers holding CBU, 140 increased or opened the position and 111 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CBU between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 13
- VANGUARD PORTFOLIO MANAGEMENT LLC$207M
- VANGUARD CAPITAL MANAGEMENT LLC$139M
- VANGUARD FIDUCIARY TRUST CO$20M
- TWO SIGMA INVESTMENTS, LP$6M
- ExodusPoint Capital Management, LP$5M
- Tidal Investments LLC$3M
Full exits 16
- VANGUARD GROUP INC$336M
- BASSWOOD CAPITAL MANAGEMENT, L.L.C.$7M
- Janney Montgomery Scott LLC$3M
- LOGAN CAPITAL MANAGEMENT INC$3M
- JANE STREET GROUP, LLC$2M
- Qube Research & Technologies Ltd$2M
Largest adds
- FMR LLC$81M
- GOLDMAN SACHS GROUP INC$6M
- FEDERATED HERMES, INC.$6M
- STATE STREET CORP$5M
- GEODE CAPITAL MANAGEMENT, LLC$4M
- DEPRINCE RACE & ZOLLO INC$4M
Largest trims
- BlackRock, Inc.$110M
- PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$22M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$19M
- BALYASNY ASSET MANAGEMENT L.P.$14M
- MORGAN STANLEY$6M
- Waldron Private Wealth LLC$5M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 5,505,039 | $323M | 12.5% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 3,715,425 | $218M | 8.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,525,760 | $207M | 8.0% | 2026-Q1 |
| STATE STREET CORP added | 3,150,340 | $186M | 7.2% | 2026-Q1 |
| FMR LLC added | 3,025,384 | $177M | 6.9% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,374,139 | $139M | 5.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,861,086 | $109M | 4.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,818,395 | $107M | 4.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,297,741 | $76M | 2.9% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 754,801 | $44M | 1.7% | 2026-Q1 |
| NFJ INVESTMENT GROUP, LLC trimmed | 679,956 | $40M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 639,011 | $37M | 1.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 620,512 | $36M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 598,786 | $35M | 1.4% | 2026-Q1 |
| NORGES BANK trimmed | 607,448 | $35M | 1.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 530,902 | $31M | 1.2% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC added | 530,874 | $31M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 524,561 | $31M | 1.2% | 2026-Q1 |
| Riggs Asset Managment Co. Inc. added | 417,156 | $24M | 0.9% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 353,150 | $21M | 0.8% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 345,637 | $20M | 0.8% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 256,390 | $15M | 0.6% | 2026-Q1 |
| Public Sector Pension Investment Board added | 188,482 | $11M | 0.4% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 154,285 | $9M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 152,156 | $9M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 147,287 | $9M | 0.3% | 2026-Q1 |
| Invesco Ltd. added | 146,712 | $9M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 131,485 | $8M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 127,458 | $7M | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 127,340 | $7M | 0.3% | 2026-Q1 |
| Legal & General Group Plc trimmed | 124,660 | $7M | 0.3% | 2026-Q1 |
| Waldron Private Wealth LLC trimmed | 122,053 | $7M | 0.3% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 121,256 | $7M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 120,290 | $7M | 0.3% | 2026-Q1 |
| ProShare Advisors LLC added | 113,479 | $7M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 113,522 | $7M | 0.3% | 2026-Q1 |
| Swiss National Bank | 104,200 | $6M | 0.2% | 2026-Q1 |
| Community Bank, N.A. trimmed | 100,312 | $6M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 96,365 | $6M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 95,789 | $6M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 94,856 | $6M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 93,323 | $5M | 0.2% | 2026-Q1 |
| ExodusPoint Capital Management, LP added | 76,987 | $5M | 0.2% | 2026-Q1 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed | 76,784 | $5M | 0.2% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 76,766 | $5M | 0.2% | 2026-Q1 |
| Hilton Capital Management, LLC added | 74,119 | $4M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 71,768 | $4M | 0.2% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 70,428 | $4M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 67,941 | $4M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. | 68,464 | $4M | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC trimmed | 62,908 | $4M | 0.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 62,556 | $4M | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 61,593 | $4M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 56,805 | $3M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 54,224 | $3M | 0.1% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 53,887 | $3M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 51,319 | $3M | 0.1% | 2026-Q1 |
| Tidal Investments LLC added | 48,470 | $3M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 48,087 | $3M | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 46,337 | $3M | 0.1% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co trimmed | 44,783 | $3M | 0.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 44,287 | $3M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 42,320 | $3M | 0.1% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 39,177 | $2M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 37,698 | $2M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,054 | $2M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 35,480 | $2M | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 34,901 | $2M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D trimmed | 34,754 | $2M | 0.1% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 33,311 | $2M | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 28,912 | $2M | 0.1% | 2026-Q1 |
| State of Alaska, Department of Revenue trimmed | 28,254 | $2M | 0.1% | 2026-Q1 |
| Illinois Municipal Retirement Fund added | 28,179 | $2M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 28,076 | $2M | 0.1% | 2026-Q1 |
| INTECH INVESTMENT MANAGEMENT LLC added | 27,777 | $2M | 0.1% | 2026-Q1 |
| Numerai GP LLC trimmed | 26,418 | $2M | 0.1% | 2026-Q1 |
| CANANDAIGUA NATIONAL CORP trimmed | 26,405 | $2M | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 24,863 | $1M | 0.1% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 24,736 | $1M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 24,669 | $1M | 0.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 24,136 | $1M | 0.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 23,677 | $1M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 23,652 | $1M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC | 23,412 | $1M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 5,854,203 | $336M | 13.0% | 2025-Q4 stale |
| FJ Capital Management LLC added | 270,197 | $15M | 0.6% | 2025-Q2 stale |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 122,201 | $7M | 0.3% | 2025-Q4 stale |
| Janney Montgomery Scott LLC added | 58,130 | $3M | 0.1% | 2025-Q4 stale |
| LOGAN CAPITAL MANAGEMENT INC | 56,000 | $3M | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC trimmed | 51,328 | $3M | 0.1% | 2025-Q2 stale |
| TUDOR INVESTMENT CORP ET AL added | 50,312 | $3M | 0.1% | 2025-Q2 stale |
| GW&K Investment Management, LLC trimmed | 45,664 | $3M | 0.1% | 2025-Q3 stale |
| Waterford Advisors, LLC added | 64,107 | $3M | 0.1% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 42,143 | $2M | 0.1% | 2025-Q4 stale |
| Qube Research & Technologies Ltd trimmed | 38,408 | $2M | 0.1% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 35,301 | $2M | 0.1% | 2025-Q3 stale |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 28,530 | $2M | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 27,330 | $2M | 0.1% | 2025-Q1 stale |
| Carnegie Investment Counsel trimmed | 26,470 | $2M | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP trimmed | 25,942 | $1M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.