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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
Metropolitan Life Insurance Co14,050$1.08M0.02%––
Healthcare of Ontario Pension Plan Trust Fund14,400$1.10M0.00%––
Teachers Retirement System of the State of Kentucky15,196$1.17M0.01%––
Trust Co of Vermont15,487$1.19M0.09%––
Arizona State Retirement System15,586$1.20M0.01%––
Raymond James & Associates15,752$1.21M0.00%––
Baystate Wealth Management LLC17,660$1.35M0.14%––
American Century Companies Inc17,702$1.36M0.00%––
Price T Rowe Associates Inc18,097$1.39M0.00%––
Ameritas Investment Partners, Inc.21,703$1.41M0.05%––
Advisors Asset Management, Inc.19,229$1.48M0.02%––
Alliance Wealth Advisors, LLC19,407$1.49M1.47%––
Balyasny Asset Management LLC19,417$1.49M0.01%––
Walthausen & Co., LLC19,558$1.50M0.32%––
MetLife Investment Management20,545$1.58M0.01%––
Bank of Montreal20,399$1.58M0.00%––
HighTower Advisors, LLC20,725$1.59M0.01%––
Oregon Public Employees Retirement Fund21,947$1.68M0.02%––
Pathway Financial Advisors LLC21,590$1.73M0.68%––
State Board of Administration of Florida Retirement System22,553$1.73M0.00%––
ExodusPoint Capital Management, LP22,973$1.76M0.04%––
Wesbanco Bank Inc23,121$1.77M0.07%––
Louisiana State Employees Retirement System24,400$1.87M0.05%––
Susquehanna International Group, LLP24,906$1.91M0.00%––
Ergoteles LLC25,602$1.96M0.06%––
Voya Investment Management LLC26,408$2.03M0.00%––
Jacobi Capital Management LLC26,725$2.05M0.30%––
LPL Financial LLC26,824$2.06M0.00%––
Canandaigua National Corp26,855$2.06M0.35%––
BNP Paribas Arbitrage, SA26,881$2.06M0.00%––
State of Tennessee, Treasury Department27,006$2.07M0.01%––
Janney Montgomery Scott LLC27,129$2.08M0.01%––
Raymond James Financial Services Advisors, Inc.27,709$2.13M0.00%––
Commonwealth Equity Services, LLC27,784$2.13M0.01%––
Berkshire Asset Management LLC28,055$2.15M0.16%––
Manufacturers Life Insurance Company, The28,855$2.21M0.00%––
Nisa Investment Advisors, LLC30,110$2.31M0.01%––
Holocene Advisors, LP31,990$2.45M0.02%––
Canada Pension Plan Investment Board33,000$2.53M0.00%––
American International Group, Inc.35,290$2.71M0.01%––
Rafferty Asset Management, LLC36,120$2.77M0.02%––
State of Alaska, Department of Revenue36,329$2.79M0.03%––
Citigroup Inc36,681$2.81M0.00%––
Texas Permanent School Fund40,100$3.08M0.04%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys41,394$3.18M0.04%––
Royal Bank of Canada43,937$3.37M0.00%––
Thrivent Financial for Lutherans44,092$3.38M0.01%––
Community Financial Services Group, LLC44,205$3.39M1.00%––
State of New Jersey Common Pension Fund D44,607$3.42M0.01%––
Great West Life Assurance Co46,053$3.53M0.01%––
Old Mission Capital LLC46,091$3.54M0.20%––
New York State Common Retirement Fund48,100$3.69M0.00%––
Ensign Peak Advisors, Inc49,887$3.83M0.01%––
Richard Bernstein Advisors LLC53,785$4.13M0.09%––
Russell Investments Group, Ltd.55,305$4.24M0.01%––
Comerica Bank54,198$4.26M0.03%––
Millennium Management LLC56,122$4.31M0.01%––
Anchor Capital Advisors LLC59,296$4.55M0.10%––
Logan Capital Management Inc60,200$4.62M0.23%––
UBS Asset Management Americas Inc61,761$4.74M0.00%––
Prudential Financial Inc61,854$4.75M0.01%––
UBS Group AG62,035$4.76M0.00%––
Carnegie Capital Asset Management, LLC69,610$5.34M0.22%––
Credit Suisse AG75,932$5.83M0.00%––
First Trust Advisors LP79,167$6.07M0.01%––
Citadel Advisors LLC79,661$6.11M0.01%––
California State Teachers Retirement System79,906$6.13M0.01%––
Deutsche Bank AG81,070$6.22M0.00%––
Creative Planning81,286$6.24M0.01%––
GW&K Investment Management, LLC83,550$6.41M0.06%––
Alliancebernstein L.P.85,158$6.53M0.00%––
Bahl & Gaynor Inc91,250$7.00M0.04%––
Barclays PLC92,801$7.12M0.01%––
Wells Fargo & Company108,302$8.31M0.00%––
Public Sector Pension Investment Board110,399$8.47M0.06%––
New York State Teachers Retirement System114,956$8.82M0.02%––
NFJ Investment Group, LLC121,021$9.29M0.19%––
Swiss National Bank122,400$9.39M0.01%––
California Public Employees Retirement System122,738$9.42M0.01%––
Parametric Portfolio Associates LLC124,675$9.56M0.01%––
Nottingham Advisors, Inc.128,164$9.83M1.10%––
Community Bank, N.A.136,877$10.5M1.31%––
Man Group plc158,764$12.2M0.05%––
ProShare Advisors LLC172,144$13.2M0.04%––
Legal & General Group Plc179,829$13.8M0.01%––
Rhumbline Advisers200,007$15.3M0.02%––
Morgan Stanley204,807$15.7M0.00%––
Truist Financial Corp236,385$18.1M0.03%––
Nuveen Asset Management, LLC248,573$19.1M0.01%––
Segall Bryant & Hamill, LLC296,634$22.8M0.22%––
JPMorgan Chase & Co305,466$23.4M0.00%––
Bank of America Corp322,871$24.8M0.00%––
Principal Financial Group Inc374,267$28.7M0.02%––
Public Employees Retirement Association of Colorado393,089$30.2M0.14%––
Charles Schwab Investment Management Inc420,427$32.3M0.01%––
Waldron Private Wealth LLC449,126$34.6M2.41%––
Norges Bank502,946$38.6M0.01%––
Federated Hermes, Inc.536,521$41.2M0.08%––
Invesco Ltd.538,881$41.3M0.01%––
Northern Trust Corp610,374$46.8M0.01%––