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 |
|---|---|---|---|---|---|
| Hanson & Doremus Investment Management | 11,505 | $627.0K | 0.19% | +839+7.9% | Added |
| Stifel Financial Corp | 8,935 | $676.0K | 0.00% | −18−0.2% | Reduced |
| SG Americas Securities, LLC | 9,123 | $690.0K | 0.00% | +3,853+73.1% | Added |
| Fifth Third Bancorp | 9,200 | $696.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 9,267 | $701.0K | 0.20% | +24+0.3% | Added |
| The PNC Financial Services Group, Inc. | 9,586 | $725.0K | 0.00% | −4,307−31.0% | Reduced |
| Handelsbanken Fonder AB | 10,516 | $796.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,758 | $813.0K | 0.03% | −10,945−50.4% | Reduced |
| Strategic Financial Services, Inc, | 10,829 | $819.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 10,883 | $823.0K | 0.19% | 00.0% | Unchanged |
| Millennium Management LLC | 10,905 | $825.0K | 0.00% | −45,217−80.6% | Reduced |
| Zacks Investment Management | 11,112 | $841.0K | 0.01% | −123−1.1% | Reduced |
| American Century Companies Inc | 11,441 | $866.0K | 0.00% | −6,261−35.4% | Reduced |
| Empire Life Investments Inc. | 11,577 | $876.0K | 0.06% | +662+6.1% | Added |
| Hamel Associates, Inc. | 12,625 | $955.0K | 0.36% | 00.0% | Unchanged |
| Jane Street Group, LLC | 12,966 | $981.0K | 0.00% | +5,345+70.1% | Added |
| Arizona State Retirement System | 14,568 | $1.10M | 0.01% | −1,018−6.5% | Reduced |
| Envestnet Asset Management Inc | 14,846 | $1.12M | 0.00% | +5,496+58.8% | Added |
| Laurus Investment Counsel Inc. | 12,070 | $1.13M | 0.35% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 15,001 | $1.13M | 0.02% | +951+6.8% | Added |
| LPL Financial LLC | 15,119 | $1.14M | 0.00% | −11,705−43.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,196 | $1.15M | 0.01% | 00.0% | Unchanged |
| Creative Planning | 15,807 | $1.20M | 0.00% | −65,479−80.6% | Reduced |
| Raymond James & Associates | 15,933 | $1.21M | 0.00% | +181+1.1% | Added |
| Baystate Wealth Management LLC | 17,757 | $1.34M | 0.13% | +97+0.5% | Added |
| Price T Rowe Associates Inc | 18,879 | $1.43M | 0.00% | +782+4.3% | Added |
| MetLife Investment Management | 19,027 | $1.44M | 0.01% | −1,518−7.4% | Reduced |
| Alliance Wealth Advisors, LLC | 19,330 | $1.46M | 1.32% | −77−0.4% | Reduced |
| Advisors Asset Management, Inc. | 20,013 | $1.51M | 0.02% | +784+4.1% | Added |
| Two Sigma Investments, LP | 21,316 | $1.61M | 0.00% | +21,316 | New |
| Oregon Public Employees Retirement Fund | 21,947 | $1.66M | 0.02% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,553 | $1.71M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 22,712 | $1.72M | 0.00% | −56,949−71.5% | Reduced |
| Susquehanna International Group, LLP | 22,960 | $1.74M | 0.00% | −1,946−7.8% | Reduced |
| Wesbanco Bank Inc | 23,121 | $1.75M | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 23,132 | $1.75M | 0.00% | −3,276−12.4% | Reduced |
| HSBC Holdings PLC | 23,655 | $1.79M | 0.00% | +23,655 | New |
| Louisiana State Employees Retirement System | 24,300 | $1.84M | 0.04% | −100−0.4% | Reduced |
| Bank of Montreal | 24,402 | $1.87M | 0.00% | +4,003+19.6% | Added |
| BNP Paribas Arbitrage, SA | 25,020 | $1.89M | 0.00% | −1,861−6.9% | Reduced |
| HighTower Advisors, LLC | 25,350 | $1.92M | 0.01% | +4,625+22.3% | Added |
| Nisa Investment Advisors, LLC | 25,410 | $1.92M | 0.01% | −4,700−15.6% | Reduced |
| State of Tennessee, Treasury Department | 25,849 | $1.96M | 0.01% | −1,157−4.3% | Reduced |
| Berkshire Asset Management LLC | 25,969 | $1.97M | 0.13% | −2,086−7.4% | Reduced |
| Janney Montgomery Scott LLC | 26,333 | $1.99M | 0.01% | −796−2.9% | Reduced |
| Amalgamated Bank | 26,460 | $2.00M | 0.02% | +21,732+459.6% | Added |
| Canandaigua National Corp | 26,855 | $2.03M | 0.33% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,001 | $2.04M | 0.01% | −783−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,779 | $2.10M | 0.00% | +70+0.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 28,200 | $2.13M | 0.00% | +13,800+95.8% | Added |
| Manufacturers Life Insurance Company, The | 28,703 | $2.17M | 0.00% | −152−0.5% | Reduced |
| Jacobi Capital Management LLC | 30,101 | $2.28M | 0.30% | +3,376+12.6% | Added |
| State of New Jersey Common Pension Fund D | 31,341 | $2.37M | 0.01% | −13,266−29.7% | Reduced |
| Royal Bank of Canada | 33,831 | $2.56M | 0.00% | −10,106−23.0% | Reduced |
| American International Group, Inc. | 34,806 | $2.63M | 0.01% | −484−1.4% | Reduced |
| Rafferty Asset Management, LLC | 35,896 | $2.72M | 0.02% | −224−0.6% | Reduced |
| Holocene Advisors, LP | 36,197 | $2.74M | 0.02% | +4,207+13.2% | Added |
| Deutsche Bank AG | 37,141 | $2.81M | 0.00% | −43,929−54.2% | Reduced |
| State of Alaska, Department of Revenue | 37,286 | $2.82M | 0.03% | +957+2.6% | Added |
| Texas Permanent School Fund | 40,155 | $3.04M | 0.04% | +55+0.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 41,351 | $3.13M | 0.03% | −43−0.1% | Reduced |
| Thrivent Financial for Lutherans | 44,049 | $3.33M | 0.01% | −43−0.1% | Reduced |
| Community Financial Services Group, LLC | 44,390 | $3.36M | 0.94% | +185+0.4% | Added |
| New York State Common Retirement Fund | 46,334 | $3.50M | 0.00% | −1,766−3.7% | Reduced |
| Great West Life Assurance Co | 46,359 | $3.51M | 0.01% | +306+0.7% | Added |
| Comerica Bank | 50,417 | $3.68M | 0.02% | −3,781−7.0% | Reduced |
| Russell Investments Group, Ltd. | 50,694 | $3.83M | 0.01% | −4,611−8.3% | Reduced |
| Richard Bernstein Advisors LLC | 53,785 | $4.07M | 0.08% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 54,422 | $4.12M | 0.00% | −7,339−11.9% | Reduced |
| Citigroup Inc | 55,349 | $4.19M | 0.00% | +18,668+50.9% | Added |
| Ensign Peak Advisors, Inc | 55,987 | $4.24M | 0.01% | +6,100+12.2% | Added |
| Prudential Financial Inc | 58,566 | $4.43M | 0.01% | −3,288−5.3% | Reduced |
| Logan Capital Management Inc | 60,200 | $4.55M | 0.21% | 00.0% | Unchanged |
| UBS Group AG | 60,876 | $4.61M | 0.00% | −1,159−1.9% | Reduced |
| Anchor Capital Advisors LLC | 63,205 | $4.78M | 0.10% | +3,909+6.6% | Added |
| Carnegie Capital Asset Management, LLC | 66,205 | $5.01M | 0.19% | −3,405−4.9% | Reduced |
| Credit Suisse AG | 73,402 | $5.56M | 0.00% | −2,530−3.3% | Reduced |
| California State Teachers Retirement System | 73,851 | $5.59M | 0.01% | −6,055−7.6% | Reduced |
| Barclays PLC | 77,077 | $5.83M | 0.00% | −15,724−16.9% | Reduced |
| First Trust Advisors LP | 79,258 | $6.00M | 0.01% | +91+0.1% | Added |
| Alliancebernstein L.P. | 85,039 | $6.43M | 0.00% | −119−0.1% | Reduced |
| Bahl & Gaynor Inc | 89,346 | $6.76M | 0.04% | −1,904−2.1% | Reduced |
| Wells Fargo & Company | 89,977 | $6.81M | 0.00% | −18,325−16.9% | Reduced |
| GW&K Investment Management, LLC | 98,917 | $7.48M | 0.07% | +15,367+18.4% | Added |
| Public Sector Pension Investment Board | 110,109 | $8.33M | 0.05% | −290−0.3% | Reduced |
| New York State Teachers Retirement System | 113,956 | $8.62M | 0.02% | −1,000−0.9% | Reduced |
| Swiss National Bank | 118,100 | $8.93M | 0.01% | −4,300−3.5% | Reduced |
| California Public Employees Retirement System | 119,564 | $9.04M | 0.01% | −3,174−2.6% | Reduced |
| Parametric Portfolio Associates LLC | 120,849 | $9.14M | 0.01% | −3,826−3.1% | Reduced |
| Community Bank, N.A. | 135,688 | $10.3M | 1.21% | −1,189−0.9% | Reduced |
| Legal & General Group Plc | 144,405 | $10.9M | 0.00% | −35,424−19.7% | Reduced |
| ProShare Advisors LLC | 144,630 | $10.9M | 0.03% | −27,514−16.0% | Reduced |
| Man Group plc | 145,407 | $11.0M | 0.04% | −13,357−8.4% | Reduced |
| Nottingham Advisors, Inc. | 150,074 | $11.4M | 1.27% | +21,910+17.1% | Added |
| NFJ Investment Group, LLC | 155,993 | $11.8M | 0.22% | +34,972+28.9% | Added |
| Rhumbline Advisers | 192,797 | $14.6M | 0.02% | −7,210−3.6% | Reduced |
| Truist Financial Corp | 224,935 | $17.0M | 0.03% | −11,450−4.8% | Reduced |
| Nuveen Asset Management, LLC | 230,122 | $17.4M | 0.01% | −18,451−7.4% | Reduced |
| Morgan Stanley | 247,546 | $18.7M | 0.00% | +42,739+20.9% | Added |
| JPMorgan Chase & Co | 262,794 | $19.9M | 0.00% | −42,672−14.0% | Reduced |