Community Financial System, Inc.
CBU- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0000723188
In the last 90 days, Community Financial System, Inc. insiders filed 3 open-market purchases and 1 sale; 280 institutions reported holding it in 13F filings for Q2 2026, worth $2.76B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Community Financial System, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 280
- +18 vs. Q1 2026
- Shares held
- 41.0M
- +1.13M (+2.8%) vs. Q1 2026
- Total value
- $2.76B
- +$413.5M (+17.7%) vs. Q1 2026
- New holders
- 43
- 107 more added
- Sold out
- 25
- 76 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CBU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 280 | $2.76B |
| Q1 2026 | 265 | $2.35B |
| Q4 2025 | 264 | $2.30B |
| Q3 2025 | 255 | $2.31B |
| Q2 2025 | 259 | $2.23B |
| Q1 2025 | 267 | $2.21B |
| Q4 2024 | 254 | $2.38B |
| Q3 2024 | 255 | $2.18B |
| Q2 2024 | 245 | $1.79B |
| Q1 2024 | 235 | $2.06B |
| Q4 2023 | 245 | $2.17B |
| Q3 2023 | 236 | $1.69B |
| Q2 2023 | 222 | $1.92B |
| Q1 2023 | 245 | $2.07B |
| Q4 2022 | 254 | $2.43B |
| Q3 2022 | 249 | $2.35B |
| Q2 2022 | 240 | $2.41B |
| Q1 2022 | 244 | $2.65B |
| Q4 2021 | 244 | $2.82B |
| Q3 2021 | 237 | $2.62B |
| Q2 2021 | 222 | $2.89B |
| Q1 2021 | 211 | $2.94B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,556,770 | $507.2M | 0.01% | +42,948+0.6% | Added |
| FMR LLC | 3,678,108 | $246.9M | 0.01% | +651,736+21.5% | Added |
| Vanguard Portfolio Management LLC | 3,549,062 | $238.2M | 0.01% | +23,302+0.7% | Added |
| Neuberger Berman Group LLC | 3,456,640 | $232.0M | 0.15% | −258,785−7.0% | Reduced |
| State Street Corp | 3,313,651 | $223.9M | 0.01% | +163,311+5.2% | Added |
| Vanguard Capital Management LLC | 2,364,665 | $158.7M | 0.00% | −9,474−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,843,474 | $123.7M | 0.02% | +25,079+1.4% | Added |
| Morgan Stanley | 1,682,284 | $112.9M | 0.01% | −178,802−9.6% | Reduced |
| Geode Capital Management, LLC | 1,359,907 | $91.3M | 0.00% | +62,166+4.8% | Added |
| Federated Hermes, Inc. | 738,531 | $49.6M | 0.07% | −16,270−2.2% | Reduced |
| Northern Trust Corp | 657,590 | $44.1M | 0.01% | +37,078+6.0% | Added |
| Charles Schwab Investment Management Inc | 635,278 | $42.6M | 0.01% | −3,733−0.6% | Reduced |
| Norges Bank | 567,244 | $38.1M | 0.00% | +567,244 | New |
| Bank of New York Mellon Corp | 544,140 | $36.5M | 0.01% | +13,238+2.5% | Added |
| Massachusetts Financial Services Co | 450,410 | $30.2M | 0.01% | +450,410 | New |
| Riggs Asset Managment Co. Inc. | 411,432 | $27.6M | 4.93% | −5,724−1.4% | Reduced |
| Segall Bryant & Hamill, LLC | 392,351 | $26.3M | 0.31% | +39,201+11.1% | Added |
| Deprince Race & Zollo Inc | 368,124 | $24.7M | 0.41% | −162,750−30.7% | Reduced |
| Vanguard Fiduciary Trust Co | 356,833 | $24.0M | 0.01% | +11,196+3.2% | Added |
| Basswood Capital Management, L.L.C. | 321,017 | $21.5M | 0.92% | +321,017 | New |
| NFJ Investment Group, LLC | 260,075 | $17.5M | 0.59% | −419,881−61.8% | Reduced |
| UBS Group AG | 259,422 | $17.4M | 0.00% | +107,266+70.5% | Added |
| Principal Financial Group Inc | 254,722 | $17.1M | 0.01% | −1,668−0.7% | Reduced |
| Bank of America Corp | 246,960 | $16.6M | 0.00% | −351,826−58.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 236,766 | $15.9M | 0.02% | +160,000+208.4% | Added |
| Goldman Sachs Group Inc | 203,518 | $13.7M | 0.00% | −321,043−61.2% | Reduced |
| Two Sigma Investments, LP | 191,639 | $12.9M | 0.01% | +95,274+98.9% | Added |
| Public Sector Pension Investment Board | 180,584 | $12.1M | 0.03% | −7,898−4.2% | Reduced |
| Nuveen, LLC | 152,535 | $10.2M | 0.00% | +21,050+16.0% | Added |
| Invesco Ltd. | 143,338 | $9.62M | 0.00% | −3,374−2.3% | Reduced |
| SG Americas Securities, LLC | 136,416 | $9.16M | 0.01% | +15,160+12.5% | Added |
| Arrowstreet Capital, Limited Partnership | 133,785 | $8.98M | 0.00% | +133,785 | New |
| Rhumbline Advisers | 132,330 | $8.88M | 0.01% | −14,957−10.2% | Reduced |
| Legal & General Group Plc | 124,793 | $8.38M | 0.00% | +133+0.1% | Added |
| Ameriprise Financial Inc | 124,496 | $8.36M | 0.00% | −2,844−2.2% | Reduced |
| Envestnet Asset Management Inc | 123,878 | $8.31M | 0.00% | −3,580−2.8% | Reduced |
| Waldron Private Wealth LLC | 122,062 | $8.19M | 0.28% | +90.0% | Added |
| UBS Asset Management Americas Inc | 118,329 | $7.94M | 0.00% | −1,961−1.6% | Reduced |
| JPMorgan Chase & Co | 106,707 | $7.29M | 0.00% | −6,815−6.0% | Reduced |
| Victory Capital Management Inc | 105,837 | $7.10M | 0.00% | −48,448−31.4% | Reduced |
| Swiss National Bank | 105,400 | $7.07M | 0.00% | +1,200+1.2% | Added |
| Citadel Advisors LLC | 105,104 | $7.05M | 0.00% | +9,315+9.7% | Added |
| American Century Companies Inc | 97,233 | $6.53M | 0.00% | +25,465+35.5% | Added |
| California Public Employees Retirement System | 96,166 | $6.45M | 0.00% | +2,843+3.0% | Added |
| Russell Investments Group, Ltd. | 94,264 | $6.33M | 0.01% | −592−0.6% | Reduced |
| Community Bank, N.A. | 91,527 | $6.14M | 0.66% | −8,785−8.8% | Reduced |
| Hilton Capital Management, LLC | 77,912 | $5.23M | 0.36% | +3,793+5.1% | Added |
| Wells Fargo & Company | 76,055 | $5.10M | 0.00% | +31,768+71.7% | Added |
| New York State Teachers Retirement System | 75,717 | $5.08M | 0.01% | −1,067−1.4% | Reduced |
| Anchor Capital Advisors LLC | 75,524 | $5.07M | 0.07% | +36,347+92.8% | Added |
| Price T Rowe Associates Inc | 74,881 | $5.03M | 0.00% | +12,325+19.7% | Added |
| Sterling Capital Management LLC | 68,056 | $4.57M | 0.08% | −2,372−3.4% | Reduced |
| AQR Capital Management LLC | 65,300 | $4.38M | 0.00% | +39,660+154.7% | Added |
| Jacobi Capital Management LLC | 62,978 | $4.23M | 0.21% | +70+0.1% | Added |
| Alliancebernstein L.P. | 71,914 | $4.22M | 0.00% | +3,450+5.0% | Added |
| Janney Montgomery Scott LLC | 61,427 | $4.12M | 0.01% | +61,427 | New |
| California State Teachers Retirement System | 61,099 | $4.10M | 0.00% | +4,294+7.6% | Added |
| Deutsche Bank AG | 56,551 | $3.80M | 0.00% | +8,464+17.6% | Added |
| Logan Capital Management Inc | 56,000 | $3.76M | 0.14% | +56,000 | New |
| Prudential Financial Inc | 54,462 | $3.66M | 0.00% | +575+1.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 50,129 | $3.35M | 0.01% | +7,809+18.5% | Added |
| Vanguard Asset Management, Ltd | 49,360 | $3.31M | 0.00% | +3,023+6.5% | Added |
| Citigroup Inc | 47,825 | $3.21M | 0.00% | +12,924+37.0% | Added |
| Stifel Financial Corp | 43,276 | $2.90M | 0.00% | −8,043−15.7% | Reduced |
| LPL Financial LLC | 43,259 | $2.90M | 0.00% | +5,561+14.8% | Added |
| Great West Life Assurance Co | 43,070 | $2.89M | 0.00% | −1,713−3.8% | Reduced |
| Toroso Investments, LLC | 42,287 | $2.84M | 0.01% | −6,183−12.8% | Reduced |
| Ausbil Investment Management Ltd | 41,188 | $2.82M | 1.28% | +18,215+79.3% | Added |
| XTX Topco Ltd | 36,622 | $2.46M | 0.03% | +21,229+137.9% | Added |
| Thrivent Financial for Lutherans | 34,827 | $2.34M | 0.00% | −653−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 34,754 | $2.33M | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 32,240 | $2.16M | 0.00% | +8,563+36.2% | Added |
| First Trust Advisors LP | 31,601 | $2.12M | 0.00% | −29,992−48.7% | Reduced |
| MetLife Investment Management | 31,170 | $2.09M | 0.01% | +2,258+7.8% | Added |
| Illinois Municipal Retirement Fund | 27,268 | $1.83M | 0.02% | −911−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 26,480 | $1.78M | 0.00% | +2,344+9.7% | Added |
| Canandaigua National Bank & Trust Co | 26,105 | $1.75M | 0.15% | +26,105 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 24,673 | $1.66M | 0.00% | −190−0.8% | Reduced |
| Quantinno Capital Management LP | 23,500 | $1.58M | 0.00% | +2,939+14.3% | Added |
| Jupiter Topco LLC | 23,412 | $1.57M | 0.00% | +23,412 | New |
| Cetera Investment Advisers | 23,379 | $1.57M | 0.00% | −273−1.2% | Reduced |
| Louisiana State Employees Retirement System | 23,000 | $1.54M | 0.02% | −400−1.7% | Reduced |
| Royal Bank of Canada | 22,844 | $1.53M | 0.00% | +1,054+4.8% | Added |
| SEI Investments Co | 22,272 | $1.49M | 0.00% | −31,952−58.9% | Reduced |
| CI Private Wealth, LLC | 21,965 | $1.47M | 0.00% | +2,205+11.2% | Added |
| Berkshire Asset Management LLC | 21,522 | $1.44M | 0.06% | +80.0% | Added |
| Moody National Bank Trust Division | 20,547 | $1.38M | 0.11% | +3,282+19.0% | Added |
| Vanguard Global Advisers, LLC | 20,462 | $1.37M | 0.00% | −635−3.0% | Reduced |
| Rafferty Asset Management, LLC | 20,167 | $1.35M | 0.00% | −7,909−28.2% | Reduced |
| Commonwealth Equity Services, LLC | 20,167 | $1.35M | 0.00% | +550+2.8% | Added |
| MML Investors Services, LLC | 20,131 | $1.35M | 0.00% | +5,645+39.0% | Added |
| Alliance Wealth Advisors, LLC | 19,775 | $1.33M | 0.53% | −1,050−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 19,633 | $1.32M | 0.00% | +7,685+64.3% | Added |
| State of Alaska, Department of Revenue | 19,565 | $1.31M | 0.01% | −8,689−30.8% | Reduced |
| New York State Common Retirement Fund | 19,449 | $1.31M | 0.00% | +1,500+8.4% | Added |
| Susquehanna Fundamental Investments, LLC | 18,874 | $1.27M | 0.02% | +18,874 | New |
| Cerity Partners LLC | 17,086 | $1.15M | 0.00% | +209+1.2% | Added |
| HighTower Advisors, LLC | 16,777 | $1.13M | 0.00% | −2,342−12.2% | Reduced |
| Atria Investments LLC | 16,747 | $1.12M | 0.01% | −2,248−11.8% | Reduced |
| Raymond James Financial Inc | 16,727 | $1.12M | 0.00% | −3,459−17.1% | Reduced |