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, Q2 2021
Institutional positions in Community Financial System, Inc. as of Jun 30, 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
- 221
- +12 vs. Q1 2021
- Shares held
- 38.2M
- −112.7K (−0.3%) vs. Q1 2021
- Total value
- $2.89B
- −$49.6M (−1.7%) vs. Q1 2021
- New holders
- 21
- 57 more added
- Sold out
- 9
- 86 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $2.75B |
| Q1 2026 | 265 | $2.35B |
| Q4 2025 | 264 | $2.30B |
| Q3 2025 | 255 | $2.30B |
| Q2 2025 | 259 | $2.23B |
| Q1 2025 | 267 | $2.21B |
| Q4 2024 | 254 | $2.38B |
| Q3 2024 | 255 | $2.18B |
| Q2 2024 | 245 | $1.78B |
| Q1 2024 | 235 | $1.83B |
| Q4 2023 | 245 | $2.05B |
| Q3 2023 | 236 | $1.69B |
| Q2 2023 | 222 | $1.92B |
| Q1 2023 | 245 | $2.06B |
| Q4 2022 | 254 | $2.43B |
| Q3 2022 | 249 | $2.35B |
| Q2 2022 | 240 | $2.41B |
| Q1 2022 | 244 | $2.65B |
| Q4 2021 | 244 | $2.81B |
| Q3 2021 | 237 | $2.60B |
| Q2 2021 | 221 | $2.89B |
| Q1 2021 | 211 | $2.94B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,949,383 | $601.4M | 0.02% | +71,253+0.9% | Added |
| Vanguard Group Inc | 6,213,252 | $470.0M | 0.01% | +137,054+2.3% | Added |
| State Street Corp | 5,118,527 | $389.4M | 0.02% | +765,439+17.6% | Added |
| Neuberger Berman Group LLC | 2,839,935 | $213.0M | 0.19% | −72,287−2.5% | Reduced |
| Dimensional Fund Advisors LP | 1,120,285 | $84.7M | 0.03% | −35,401−3.1% | Reduced |
| Goldman Sachs Group Inc | 1,027,188 | $77.7M | 0.02% | −314,459−23.4% | Reduced |
| Champlain Investment Partners, LLC | 968,240 | $73.2M | 0.35% | −77,915−7.4% | Reduced |
| Geode Capital Management, LLC | 943,827 | $71.4M | 0.01% | +87,348+10.2% | Added |
| Eaton Vance Management | 903,309 | $68.3M | 0.09% | +33,601+3.9% | Added |
| Bank of New York Mellon Corp | 645,531 | $48.8M | 0.01% | −9,666−1.5% | Reduced |
| Northern Trust Corp | 613,649 | $46.4M | 0.01% | +3,275+0.5% | Added |
| Ameriprise Financial Inc | 592,020 | $44.8M | 0.01% | −24,922−4.0% | Reduced |
| Invesco Ltd. | 492,566 | $37.3M | 0.01% | −46,315−8.6% | Reduced |
| Norges Bank | 467,884 | $35.4M | 0.01% | −35,062−7.0% | Reduced |
| Waldron Private Wealth LLC | 449,126 | $34.2M | 2.18% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 432,889 | $32.7M | 0.01% | +12,462+3.0% | Added |
| Federated Hermes, Inc. | 396,067 | $30.0M | 0.06% | −140,454−26.2% | Reduced |
| Public Employees Retirement Association of Colorado | 393,089 | $29.7M | 0.13% | 00.0% | Unchanged |
| Principal Financial Group Inc | 378,907 | $28.7M | 0.02% | +4,640+1.2% | Added |
| Segall Bryant & Hamill, LLC | 300,623 | $22.7M | 0.22% | +3,989+1.3% | Added |
| Bank of America Corp | 271,391 | $20.5M | 0.00% | −51,480−15.9% | Reduced |
| JPMorgan Chase & Co | 262,794 | $19.9M | 0.00% | −42,672−14.0% | Reduced |
| Morgan Stanley | 247,546 | $18.7M | 0.00% | +42,739+20.9% | Added |
| Nuveen Asset Management, LLC | 230,122 | $17.4M | 0.01% | −18,451−7.4% | Reduced |
| Truist Financial Corp | 224,935 | $17.0M | 0.03% | −11,450−4.8% | Reduced |
| Rhumbline Advisers | 192,797 | $14.6M | 0.02% | −7,210−3.6% | Reduced |
| NFJ Investment Group, LLC | 155,993 | $11.8M | 0.22% | +34,972+28.9% | Added |
| Nottingham Advisors, Inc. | 150,074 | $11.4M | 1.27% | +21,910+17.1% | Added |
| Man Group plc | 145,407 | $11.0M | 0.04% | −13,357−8.4% | Reduced |
| ProShare Advisors LLC | 144,630 | $10.9M | 0.03% | −27,514−16.0% | Reduced |
| Legal & General Group Plc | 144,405 | $10.9M | 0.00% | −35,424−19.7% | Reduced |
| Community Bank, N.A. | 135,688 | $10.3M | 1.21% | −1,189−0.9% | Reduced |
| Parametric Portfolio Associates LLC | 120,849 | $9.14M | 0.01% | −3,826−3.1% | Reduced |
| California Public Employees Retirement System | 119,564 | $9.04M | 0.01% | −3,174−2.6% | Reduced |
| Swiss National Bank | 118,100 | $8.93M | 0.01% | −4,300−3.5% | Reduced |
| New York State Teachers Retirement System | 113,956 | $8.62M | 0.02% | −1,000−0.9% | Reduced |
| Public Sector Pension Investment Board | 110,109 | $8.33M | 0.05% | −290−0.3% | Reduced |
| GW&K Investment Management, LLC | 98,917 | $7.48M | 0.07% | +15,367+18.4% | Added |
| Wells Fargo & Company | 89,977 | $6.81M | 0.00% | −18,325−16.9% | Reduced |
| Bahl & Gaynor Inc | 89,346 | $6.76M | 0.04% | −1,904−2.1% | Reduced |
| Alliancebernstein L.P. | 85,039 | $6.43M | 0.00% | −119−0.1% | Reduced |
| First Trust Advisors LP | 79,258 | $6.00M | 0.01% | +91+0.1% | Added |
| Barclays PLC | 77,077 | $5.83M | 0.00% | −15,724−16.9% | Reduced |
| California State Teachers Retirement System | 73,851 | $5.59M | 0.01% | −6,055−7.6% | Reduced |
| Credit Suisse AG | 73,402 | $5.56M | 0.00% | −2,530−3.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 66,205 | $5.01M | 0.19% | −3,405−4.9% | Reduced |
| Anchor Capital Advisors LLC | 63,205 | $4.78M | 0.10% | +3,909+6.6% | Added |
| UBS Group AG | 60,876 | $4.61M | 0.00% | −1,159−1.9% | Reduced |
| Logan Capital Management Inc | 60,200 | $4.55M | 0.21% | 00.0% | Unchanged |
| Prudential Financial Inc | 58,566 | $4.43M | 0.01% | −3,288−5.3% | Reduced |
| Ensign Peak Advisors, Inc | 55,987 | $4.24M | 0.01% | +6,100+12.2% | Added |
| Citigroup Inc | 55,349 | $4.19M | 0.00% | +18,668+50.9% | Added |
| UBS Asset Management Americas Inc | 54,422 | $4.12M | 0.00% | −7,339−11.9% | Reduced |
| Richard Bernstein Advisors LLC | 53,785 | $4.07M | 0.08% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 50,694 | $3.83M | 0.01% | −4,611−8.3% | Reduced |
| Comerica Bank | 50,417 | $3.68M | 0.02% | −3,781−7.0% | Reduced |
| Great West Life Assurance Co | 46,359 | $3.51M | 0.01% | +306+0.7% | Added |
| New York State Common Retirement Fund | 46,334 | $3.50M | 0.00% | −1,766−3.7% | Reduced |
| Community Financial Services Group, LLC | 44,390 | $3.36M | 0.94% | +185+0.4% | Added |
| Thrivent Financial for Lutherans | 44,049 | $3.33M | 0.01% | −43−0.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,351 | $3.13M | 0.03% | −43−0.1% | Reduced |
| Texas Permanent School Fund | 40,155 | $3.04M | 0.04% | +55+0.1% | Added |
| State of Alaska, Department of Revenue | 37,286 | $2.82M | 0.03% | +957+2.6% | Added |
| Deutsche Bank AG | 37,141 | $2.81M | 0.00% | −43,929−54.2% | Reduced |
| Holocene Advisors, LP | 36,197 | $2.74M | 0.02% | +4,207+13.2% | Added |
| Rafferty Asset Management, LLC | 35,896 | $2.72M | 0.02% | −224−0.6% | Reduced |
| American International Group, Inc. | 34,806 | $2.63M | 0.01% | −484−1.4% | Reduced |
| Royal Bank of Canada | 33,831 | $2.56M | 0.00% | −10,106−23.0% | Reduced |
| State of New Jersey Common Pension Fund D | 31,341 | $2.37M | 0.01% | −13,266−29.7% | Reduced |
| Jacobi Capital Management LLC | 30,101 | $2.28M | 0.30% | +3,376+12.6% | Added |
| Manufacturers Life Insurance Company, The | 28,703 | $2.17M | 0.00% | −152−0.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 28,200 | $2.13M | 0.00% | +13,800+95.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,779 | $2.10M | 0.00% | +70+0.3% | Added |
| Commonwealth Equity Services, LLC | 27,001 | $2.04M | 0.01% | −783−2.8% | Reduced |
| Canandaigua National Corp | 26,855 | $2.03M | 0.33% | 00.0% | Unchanged |
| Amalgamated Bank | 26,460 | $2.00M | 0.02% | +21,732+459.6% | Added |
| Janney Montgomery Scott LLC | 26,333 | $1.99M | 0.01% | −796−2.9% | Reduced |
| Berkshire Asset Management LLC | 25,969 | $1.97M | 0.13% | −2,086−7.4% | Reduced |
| State of Tennessee, Treasury Department | 25,849 | $1.96M | 0.01% | −1,157−4.3% | Reduced |
| Nisa Investment Advisors, LLC | 25,410 | $1.92M | 0.01% | −4,700−15.6% | Reduced |
| HighTower Advisors, LLC | 25,350 | $1.92M | 0.01% | +4,625+22.3% | Added |
| BNP Paribas Arbitrage, SA | 25,020 | $1.89M | 0.00% | −1,861−6.9% | Reduced |
| Bank of Montreal | 24,402 | $1.87M | 0.00% | +4,003+19.6% | Added |
| Louisiana State Employees Retirement System | 24,300 | $1.84M | 0.04% | −100−0.4% | Reduced |
| HSBC Holdings PLC | 23,655 | $1.79M | 0.00% | +23,655 | New |
| Voya Investment Management LLC | 23,132 | $1.75M | 0.00% | −3,276−12.4% | Reduced |
| Wesbanco Bank Inc | 23,121 | $1.75M | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 22,960 | $1.74M | 0.00% | −1,946−7.8% | Reduced |
| Citadel Advisors LLC | 22,712 | $1.72M | 0.00% | −56,949−71.5% | Reduced |
| State Board of Administration of Florida Retirement System | 22,553 | $1.71M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 21,947 | $1.66M | 0.02% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 21,316 | $1.61M | 0.00% | +21,316 | New |
| Advisors Asset Management, Inc. | 20,013 | $1.51M | 0.02% | +784+4.1% | Added |
| Alliance Wealth Advisors, LLC | 19,330 | $1.46M | 1.32% | −77−0.4% | Reduced |
| MetLife Investment Management | 19,027 | $1.44M | 0.01% | −1,518−7.4% | Reduced |
| Price T Rowe Associates Inc | 18,879 | $1.43M | 0.00% | +782+4.3% | Added |
| Baystate Wealth Management LLC | 17,757 | $1.34M | 0.13% | +97+0.5% | Added |
| Raymond James & Associates | 15,933 | $1.21M | 0.00% | +181+1.1% | Added |
| Creative Planning | 15,807 | $1.20M | 0.00% | −65,479−80.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,196 | $1.15M | 0.01% | 00.0% | Unchanged |