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 |
|---|---|---|---|---|---|
| Bank of America Corp | 271,391 | $20.5M | 0.00% | −51,480−15.9% | Reduced |
| Segall Bryant & Hamill, LLC | 300,623 | $22.7M | 0.22% | +3,989+1.3% | Added |
| Principal Financial Group Inc | 378,907 | $28.7M | 0.02% | +4,640+1.2% | Added |
| Public Employees Retirement Association of Colorado | 393,089 | $29.7M | 0.13% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 396,067 | $30.0M | 0.06% | −140,454−26.2% | Reduced |
| Charles Schwab Investment Management Inc | 432,889 | $32.7M | 0.01% | +12,462+3.0% | Added |
| Waldron Private Wealth LLC | 449,126 | $34.2M | 2.18% | 00.0% | Unchanged |
| Norges Bank | 467,884 | $35.4M | 0.01% | −35,062−7.0% | Reduced |
| Invesco Ltd. | 492,566 | $37.3M | 0.01% | −46,315−8.6% | Reduced |
| Ameriprise Financial Inc | 592,020 | $44.8M | 0.01% | −24,922−4.0% | Reduced |
| Northern Trust Corp | 613,649 | $46.4M | 0.01% | +3,275+0.5% | Added |
| Bank of New York Mellon Corp | 645,531 | $48.8M | 0.01% | −9,666−1.5% | Reduced |
| Eaton Vance Management | 903,309 | $68.3M | 0.09% | +33,601+3.9% | Added |
| Geode Capital Management, LLC | 943,827 | $71.4M | 0.01% | +87,348+10.2% | Added |
| Champlain Investment Partners, LLC | 968,240 | $73.2M | 0.35% | −77,915−7.4% | Reduced |
| Goldman Sachs Group Inc | 1,027,188 | $77.7M | 0.02% | −314,459−23.4% | Reduced |
| Dimensional Fund Advisors LP | 1,120,285 | $84.7M | 0.03% | −35,401−3.1% | Reduced |
| Neuberger Berman Group LLC | 2,839,935 | $213.0M | 0.19% | −72,287−2.5% | Reduced |
| State Street Corp | 5,118,527 | $389.4M | 0.02% | +765,439+17.6% | Added |
| Vanguard Group Inc | 6,213,252 | $470.0M | 0.01% | +137,054+2.3% | Added |
| BlackRock Inc. | 7,949,383 | $601.4M | 0.02% | +71,253+0.9% | Added |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −46,091−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,973−100.0% | Sold out |
| Walthausen & Co., LLC | 0 | $0 | 0.00% | −19,558−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −19,417−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −7,106−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,493−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Pathway Financial Advisors LLC | – | – | – | – | Not filed |
| Pinnacle Advisory Group, Inc. | – | – | – | – | Not filed |