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Institutional Ownership · SEC Form 13F

Who owns 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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

254
Institutional holders
41M
Shares held (tracked funds)

How the tape is positioned

77 tracked funds added or opened CBU while 33 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

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 2026-Q1 and 2026-Q2, across 254 tracked filers holding CBU, 138 increased or opened the position and 118 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

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 2026-Q1 and 2026-Q2 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 12

  • MASSACHUSETTS FINANCIAL SERVICES CO /MA/$30M
  • BASSWOOD CAPITAL MANAGEMENT, L.L.C.$22M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9M
  • LOGAN CAPITAL MANAGEMENT INC$4M
  • CANANDAIGUA NATIONAL BANK & TRUST CO$2M
  • Jupiter Topco LLC$2M

Full exits 20

  • SG Americas Securities, LLC$7M
  • ExodusPoint Capital Management, LP$5M
  • NEW YORK STATE TEACHERS RETIREMENT SYSTEM$5M
  • BALYASNY ASSET MANAGEMENT L.P.$4M
  • CANADA LIFE ASSURANCE Co$3M
  • Thrivent Financial for Lutherans$2M

Largest adds

  • BlackRock, Inc.$184M
  • FMR LLC$69M
  • STATE STREET CORP$38M
  • VANGUARD PORTFOLIO MANAGEMENT LLC$31M
  • VANGUARD CAPITAL MANAGEMENT LLC$19M
  • DIMENSIONAL FUND ADVISORS LP$17M

Largest trims

  • NFJ INVESTMENT GROUP, LLC$22M
  • BANK OF AMERICA CORP /DE/$19M
  • GOLDMAN SACHS GROUP INC$17M
  • DEPRINCE RACE & ZOLLO INC$6M
  • ProShare Advisors LLC$6M
  • VICTORY CAPITAL MANAGEMENT INC$2M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added7,556,770$507M18.9%2026-Q2
FMR LLC added3,678,108$247M9.2%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added3,549,062$238M8.9%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed3,456,640$232M8.7%2026-Q2
STATE STREET CORP added3,313,651$224M8.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed2,364,665$159M5.9%2026-Q2
DIMENSIONAL FUND ADVISORS LP added1,843,474$124M4.6%2026-Q2
MORGAN STANLEY trimmed1,682,284$113M4.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added1,359,907$91M3.4%2026-Q2
FEDERATED HERMES, INC. trimmed738,531$50M1.8%2026-Q2
NORTHERN TRUST CORP added657,590$44M1.6%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed635,278$43M1.6%2026-Q2
NORGES BANK trimmed567,244$38M1.4%2026-Q2
Bank of New York Mellon Corp added544,140$37M1.4%2026-Q2
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new450,410$30M1.1%2026-Q2
Riggs Asset Managment Co. Inc. trimmed411,432$28M1.0%2026-Q2
SEGALL BRYANT & HAMILL, LLC added392,351$26M1.0%2026-Q2
DEPRINCE RACE & ZOLLO INC trimmed368,124$25M0.9%2026-Q2
VANGUARD FIDUCIARY TRUST CO added356,833$24M0.9%2026-Q2
BASSWOOD CAPITAL MANAGEMENT, L.L.C. added321,017$22M0.8%2026-Q2
NFJ INVESTMENT GROUP, LLC trimmed260,075$17M0.7%2026-Q2
UBS Group AG added259,422$17M0.6%2026-Q2
PRINCIPAL FINANCIAL GROUP INC trimmed254,722$17M0.6%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed246,960$17M0.6%2026-Q2
ADAGE CAPITAL PARTNERS GP, L.L.C. added236,766$16M0.6%2026-Q2
GOLDMAN SACHS GROUP INC trimmed203,518$14M0.5%2026-Q2
TWO SIGMA INVESTMENTS, LP added191,639$13M0.5%2026-Q2
Public Sector Pension Investment Board trimmed180,584$12M0.5%2026-Q2
Nuveen, LLC added152,535$10M0.4%2026-Q2
Invesco Ltd. trimmed143,338$10M0.4%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added133,785$9M0.3%2026-Q2
RHUMBLINE ADVISERS trimmed132,330$9M0.3%2026-Q2
Legal & General Group Plc added124,793$8M0.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed124,496$8M0.3%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed123,878$8M0.3%2026-Q2
Waldron Private Wealth LLC added122,062$8M0.3%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed118,329$8M0.3%2026-Q2
JPMORGAN CHASE & CO trimmed106,707$7M0.3%2026-Q2
VICTORY CAPITAL MANAGEMENT INC trimmed105,837$7M0.3%2026-Q2
Swiss National Bank added105,400$7M0.3%2026-Q2
CITADEL ADVISORS LLC added105,104$7M0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added97,233$7M0.2%2026-Q2
California Public Employees Retirement System added96,166$6M0.2%2026-Q2
Russell Investments Group, Ltd. trimmed94,264$6M0.2%2026-Q2
Community Bank, N.A. trimmed91,527$6M0.2%2026-Q2
Hilton Capital Management, LLC added77,912$5M0.2%2026-Q2
WELLS FARGO & COMPANY/MN added76,055$5M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added74,881$5M0.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added71,914$4M0.2%2026-Q2
Sterling Capital Management LLC trimmed68,056$5M0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added65,300$4M0.2%2026-Q2
Jacobi Capital Management LLC added62,978$4M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added61,099$4M0.2%2026-Q2
DEUTSCHE BANK AG\ added56,551$4M0.1%2026-Q2
LOGAN CAPITAL MANAGEMENT INC56,000$4M0.1%2026-Q2
PRUDENTIAL FINANCIAL INC added54,462$4M0.1%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added50,129$3M0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added49,360$3M0.1%2026-Q2
CITIGROUP INC added47,825$3M0.1%2026-Q2
STIFEL FINANCIAL CORP trimmed43,276$3M0.1%2026-Q2
LPL Financial LLC added43,259$3M0.1%2026-Q2
Tidal Investments LLC trimmed42,287$3M0.1%2026-Q2
Ausbil Investment Management Ltd added41,188$3M0.1%2026-Q2
ANCHOR CAPITAL ADVISORS LLC trimmed37,762$3M0.1%2026-Q2
XTX Topco Ltd added36,622$2M0.1%2026-Q2
State of New Jersey Common Pension Fund D34,754$2M0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC added32,240$2M0.1%2026-Q2
FIRST TRUST ADVISORS LP trimmed31,601$2M0.1%2026-Q2
MetLife Investment Management, LLC added31,170$2M0.1%2026-Q2
Illinois Municipal Retirement Fund trimmed27,268$2M0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added26,480$2M0.1%2026-Q2
CANANDAIGUA NATIONAL BANK & TRUST CO trimmed26,105$2M0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed24,673$2M0.1%2026-Q2
Quantinno Capital Management LP added23,500$2M0.1%2026-Q2
Jupiter Topco LLC new23,412$2M0.1%2026-Q2
Louisiana State Employees Retirement System23,400$1M0.1%2026-Q2
Cetera Investment Advisers trimmed23,379$2M0.1%2026-Q2
ROYAL BANK OF CANADA added22,844$2M0.1%2026-Q2
SEI INVESTMENTS CO trimmed22,272$1M0.1%2026-Q2
BERKSHIRE ASSET MANAGEMENT LLC/PA added21,522$1M0.1%2026-Q2
Corient Private Wealth LP added20,973$1M0.1%2026-Q2
MOODY NATIONAL BANK TRUST DIVISION added20,547$1M0.1%2026-Q2
Vanguard Global Advisers, LLC trimmed20,462$1M0.1%2026-Q2
Rafferty Asset Management, LLC trimmed20,167$1M0.1%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC added20,167$1M0.1%2026-Q2
MML INVESTORS SERVICES, LLC added20,131$1M0.1%2026-Q2
Alliance Wealth Advisors, LLC trimmed19,775$1M0.0%2026-Q2
OSAIC HOLDINGS, INC. added19,633$1M0.0%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added19,449$1M0.0%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added18,874$1M0.0%2026-Q2
Cerity Partners LLC added17,086$1M0.0%2026-Q2
Atria Investments, Inc trimmed16,747$1M0.0%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed16,727$1M0.0%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank)16,707$1M0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey added15,802$1M0.0%2026-Q2
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM15,082$1M0.0%2026-Q2
ARIZONA STATE RETIREMENT SYSTEM added14,497$973K0.0%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added14,441$969K0.0%2026-Q2
YOUSIF CAPITAL MANAGEMENT, LLC added14,091$946K0.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC trimmed13,805$933K0.0%2026-Q2

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.

HoldersTotal shares

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.

Learn how to read institutional ownership