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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 0 sales; 280 institutions reported holding it in 13F filings for Q2 2026, worth $2.75B in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Community Financial System, Inc. as of Mar 31, 2021. 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
211
No complete 13F data for Q4 2020
Shares held
38.3M
No complete 13F data for Q4 2020
Total value
$2.94B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 211 institutions
Q1 2021: 211 institutionsQ2 2021: 221 institutionsQ3 2021: 237 institutionsQ4 2021: 244 institutionsQ1 2022: 244 institutionsQ2 2022: 240 institutionsQ3 2022: 249 institutionsQ4 2022: 254 institutionsQ1 2023: 245 institutionsQ2 2023: 222 institutionsQ3 2023: 236 institutionsQ4 2023: 245 institutionsQ1 2024: 235 institutionsQ2 2024: 245 institutionsQ3 2024: 255 institutionsQ4 2024: 254 institutionsQ1 2025: 267 institutionsQ2 2025: 259 institutionsQ3 2025: 255 institutionsQ4 2025: 264 institutionsQ1 2026: 265 institutionsQ2 2026: 280 institutions
Value heldQ1 2021: $2.94B
Q1 2021: $2.94BQ2 2021: $2.89BQ3 2021: $2.60BQ4 2021: $2.81BQ1 2022: $2.65BQ2 2022: $2.41BQ3 2022: $2.35BQ4 2022: $2.43BQ1 2023: $2.06BQ2 2023: $1.92BQ3 2023: $1.69BQ4 2023: $2.05BQ1 2024: $1.83BQ2 2024: $1.78BQ3 2024: $2.18BQ4 2024: $2.38BQ1 2025: $2.21BQ2 2025: $2.23BQ3 2025: $2.30BQ4 2025: $2.30BQ1 2026: $2.35BQ2 2026: $2.75B
Institutions holding CBU and their total value by quarter
QuarterHoldersValue
Q2 2026280$2.75B
Q1 2026265$2.35B
Q4 2025264$2.30B
Q3 2025255$2.30B
Q2 2025259$2.23B
Q1 2025267$2.21B
Q4 2024254$2.38B
Q3 2024255$2.18B
Q2 2024245$1.78B
Q1 2024235$1.83B
Q4 2023245$2.05B
Q3 2023236$1.69B
Q2 2023222$1.92B
Q1 2023245$2.06B
Q4 2022254$2.43B
Q3 2022249$2.35B
Q2 2022240$2.41B
Q1 2022244$2.65B
Q4 2021244$2.81B
Q3 2021237$2.60B
Q2 2021221$2.89B
Q1 2021211$2.94B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Community Financial System, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CBU in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,878,130$604.4M0.02%––
Vanguard Group Inc6,076,198$466.2M0.01%––
State Street Corp4,353,088$335.7M0.02%––
Neuberger Berman Group LLC2,912,222$222.1M0.21%––
Goldman Sachs Group Inc1,341,647$102.9M0.03%––
Dimensional Fund Advisors LP1,155,686$88.7M0.03%––
Champlain Investment Partners, LLC1,046,155$80.3M0.42%––
Eaton Vance Management869,708$66.7M0.10%––
Geode Capital Management, LLC856,479$65.7M0.01%––
Bank of New York Mellon Corp655,197$50.3M0.01%––
Ameriprise Financial Inc616,942$47.3M0.02%––
Northern Trust Corp610,374$46.8M0.01%––
Invesco Ltd.538,881$41.3M0.01%––
Federated Hermes, Inc.536,521$41.2M0.08%––
Norges Bank502,946$38.6M0.01%––
Waldron Private Wealth LLC449,126$34.6M2.41%––
Charles Schwab Investment Management Inc420,427$32.3M0.01%––
Public Employees Retirement Association of Colorado393,089$30.2M0.14%––
Principal Financial Group Inc374,267$28.7M0.02%––
Bank of America Corp322,871$24.8M0.00%––
JPMorgan Chase & Co305,466$23.4M0.00%––
Segall Bryant & Hamill, LLC296,634$22.8M0.22%––
Nuveen Asset Management, LLC248,573$19.1M0.01%––
Truist Financial Corp236,385$18.1M0.03%––
Morgan Stanley204,807$15.7M0.00%––
Rhumbline Advisers200,007$15.3M0.02%––
Legal & General Group Plc179,829$13.8M0.01%––
ProShare Advisors LLC172,144$13.2M0.04%––
Man Group plc158,764$12.2M0.05%––
Community Bank, N.A.136,877$10.5M1.31%––
Nottingham Advisors, Inc.128,164$9.83M1.10%––
Parametric Portfolio Associates LLC124,675$9.56M0.01%––
California Public Employees Retirement System122,738$9.42M0.01%––
Swiss National Bank122,400$9.39M0.01%––
NFJ Investment Group, LLC121,021$9.29M0.19%––
New York State Teachers Retirement System114,956$8.82M0.02%––
Public Sector Pension Investment Board110,399$8.47M0.06%––
Wells Fargo & Company108,302$8.31M0.00%––
Barclays PLC92,801$7.12M0.01%––
Bahl & Gaynor Inc91,250$7.00M0.04%––
Alliancebernstein L.P.85,158$6.53M0.00%––
GW&K Investment Management, LLC83,550$6.41M0.06%––
Creative Planning81,286$6.24M0.01%––
Deutsche Bank AG81,070$6.22M0.00%––
California State Teachers Retirement System79,906$6.13M0.01%––
Citadel Advisors LLC79,661$6.11M0.01%––
First Trust Advisors LP79,167$6.07M0.01%––
Credit Suisse AG75,932$5.83M0.00%––
Carnegie Capital Asset Management, LLC69,610$5.34M0.22%––
UBS Group AG62,035$4.76M0.00%––
Prudential Financial Inc61,854$4.75M0.01%––
UBS Asset Management Americas Inc61,761$4.74M0.00%––
Logan Capital Management Inc60,200$4.62M0.23%––
Anchor Capital Advisors LLC59,296$4.55M0.10%––
Millennium Management LLC56,122$4.31M0.01%––
Comerica Bank54,198$4.26M0.03%––
Russell Investments Group, Ltd.55,305$4.24M0.01%––
Richard Bernstein Advisors LLC53,785$4.13M0.09%––
Ensign Peak Advisors, Inc49,887$3.83M0.01%––
New York State Common Retirement Fund48,100$3.69M0.00%––
Old Mission Capital LLC46,091$3.54M0.20%––
Great West Life Assurance Co46,053$3.53M0.01%––
State of New Jersey Common Pension Fund D44,607$3.42M0.01%––
Community Financial Services Group, LLC44,205$3.39M1.00%––
Thrivent Financial for Lutherans44,092$3.38M0.01%––
Royal Bank of Canada43,937$3.37M0.00%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys41,394$3.18M0.04%––
Texas Permanent School Fund40,100$3.08M0.04%––
Citigroup Inc36,681$2.81M0.00%––
State of Alaska, Department of Revenue36,329$2.79M0.03%––
Rafferty Asset Management, LLC36,120$2.77M0.02%––
American International Group, Inc.35,290$2.71M0.01%––
Canada Pension Plan Investment Board33,000$2.53M0.00%––
Holocene Advisors, LP31,990$2.45M0.02%––
Nisa Investment Advisors, LLC30,110$2.31M0.01%––
Manufacturers Life Insurance Company, The28,855$2.21M0.00%––
Berkshire Asset Management LLC28,055$2.15M0.16%––
Commonwealth Equity Services, LLC27,784$2.13M0.01%––
Raymond James Financial Services Advisors, Inc.27,709$2.13M0.00%––
Janney Montgomery Scott LLC27,129$2.08M0.01%––
State of Tennessee, Treasury Department27,006$2.07M0.01%––
BNP Paribas Arbitrage, SA26,881$2.06M0.00%––
Canandaigua National Corp26,855$2.06M0.35%––
LPL Financial LLC26,824$2.06M0.00%––
Jacobi Capital Management LLC26,725$2.05M0.30%––
Voya Investment Management LLC26,408$2.03M0.00%––
Ergoteles LLC25,602$1.96M0.06%––
Susquehanna International Group, LLP24,906$1.91M0.00%––
Louisiana State Employees Retirement System24,400$1.87M0.05%––
Wesbanco Bank Inc23,121$1.77M0.07%––
ExodusPoint Capital Management, LP22,973$1.76M0.04%––
State Board of Administration of Florida Retirement System22,553$1.73M0.00%––
Pathway Financial Advisors LLC21,590$1.73M0.68%––
Oregon Public Employees Retirement Fund21,947$1.68M0.02%––
HighTower Advisors, LLC20,725$1.59M0.01%––
Bank of Montreal20,399$1.58M0.00%––
MetLife Investment Management20,545$1.58M0.01%––
Walthausen & Co., LLC19,558$1.50M0.32%––
Balyasny Asset Management LLC19,417$1.49M0.01%––
Alliance Wealth Advisors, LLC19,407$1.49M1.47%––