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, Q3 2021
Institutional positions in Community Financial System, Inc. as of Sep 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
- 237
- +17 vs. Q2 2021
- Shares held
- 38.0M
- −212.4K (−0.6%) vs. Q2 2021
- Total value
- $2.60B
- −$290.7M (−10.1%) vs. Q2 2021
- New holders
- 31
- 65 more added
- Sold out
- 14
- 83 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,947,545 | $543.8M | 0.02% | −1,8380.0% | Reduced |
| Vanguard Group Inc | 6,239,568 | $426.9M | 0.01% | +26,316+0.4% | Added |
| State Street Corp | 4,981,616 | $343.0M | 0.02% | −136,911−2.7% | Reduced |
| Neuberger Berman Group LLC | 2,774,545 | $187.7M | 0.16% | −65,390−2.3% | Reduced |
| Dimensional Fund Advisors LP | 1,114,011 | $76.2M | 0.02% | −6,274−0.6% | Reduced |
| Champlain Investment Partners, LLC | 987,830 | $67.6M | 0.32% | +19,590+2.0% | Added |
| Eaton Vance Management | 945,594 | $64.6M | 0.09% | +42,285+4.7% | Added |
| Goldman Sachs Group Inc | 933,973 | $63.9M | 0.02% | −93,215−9.1% | Reduced |
| Geode Capital Management, LLC | 868,143 | $59.4M | 0.01% | −75,684−8.0% | Reduced |
| Bank of New York Mellon Corp | 641,116 | $43.9M | 0.01% | −4,415−0.7% | Reduced |
| Northern Trust Corp | 605,573 | $41.4M | 0.01% | −8,076−1.3% | Reduced |
| Ameriprise Financial Inc | 588,730 | $40.3M | 0.01% | −3,290−0.6% | Reduced |
| Invesco Ltd. | 507,588 | $34.7M | 0.01% | +15,022+3.0% | Added |
| Waldron Private Wealth LLC | 449,126 | $30.9M | 1.80% | 00.0% | Unchanged |
| Norges Bank | 450,523 | $30.8M | 0.01% | −17,361−3.7% | Reduced |
| Charles Schwab Investment Management Inc | 441,850 | $30.2M | 0.01% | +8,961+2.1% | Added |
| Federated Hermes, Inc. | 393,036 | $26.9M | 0.05% | −3,031−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 379,911 | $26.0M | 0.11% | −13,178−3.4% | Reduced |
| Principal Financial Group Inc | 372,215 | $25.5M | 0.02% | −6,692−1.8% | Reduced |
| Segall Bryant & Hamill, LLC | 306,748 | $21.0M | 0.20% | +6,125+2.0% | Added |
| Bank of America Corp | 298,925 | $20.5M | 0.00% | +27,534+10.1% | Added |
| Morgan Stanley | 265,981 | $18.2M | 0.00% | +18,435+7.4% | Added |
| Nuveen Asset Management, LLC | 251,060 | $16.9M | 0.01% | +20,938+9.1% | Added |
| Truist Financial Corp | 225,049 | $15.4M | 0.03% | +114+0.1% | Added |
| Rhumbline Advisers | 153,129 | $10.5M | 0.01% | −39,668−20.6% | Reduced |
| Legal & General Group Plc | 149,144 | $10.2M | 0.00% | +4,739+3.3% | Added |
| JPMorgan Chase & Co | 144,263 | $9.87M | 0.00% | −118,531−45.1% | Reduced |
| Nottingham Advisors, Inc. | 143,324 | $9.81M | 0.98% | −6,750−4.5% | Reduced |
| ProShare Advisors LLC | 138,504 | $9.48M | 0.03% | −6,126−4.2% | Reduced |
| Community Bank, N.A. | 136,055 | $9.31M | 1.13% | +367+0.3% | Added |
| Man Group plc | 134,647 | $9.21M | 0.03% | −10,760−7.4% | Reduced |
| NFJ Investment Group, LLC | 132,932 | $9.10M | 0.18% | −23,061−14.8% | Reduced |
| California Public Employees Retirement System | 119,137 | $8.15M | 0.01% | −427−0.4% | Reduced |
| Swiss National Bank | 119,100 | $8.15M | 0.01% | +1,000+0.8% | Added |
| Parametric Portfolio Associates LLC | 112,151 | $7.67M | 0.00% | −8,698−7.2% | Reduced |
| Public Sector Pension Investment Board | 108,949 | $7.45M | 0.04% | −1,160−1.1% | Reduced |
| New York State Teachers Retirement System | 106,056 | $7.26M | 0.02% | −7,900−6.9% | Reduced |
| Wells Fargo & Company | 89,605 | $6.13M | 0.00% | −372−0.4% | Reduced |
| Bahl & Gaynor Inc | 89,088 | $6.09M | 0.04% | −258−0.3% | Reduced |
| GW&K Investment Management, LLC | 83,370 | $5.70M | 0.05% | −15,547−15.7% | Reduced |
| Alliancebernstein L.P. | 81,770 | $5.59M | 0.00% | −3,269−3.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 75,215 | $5.15M | 0.19% | +9,010+13.6% | Added |
| First Trust Advisors LP | 74,364 | $5.09M | 0.01% | −4,894−6.2% | Reduced |
| Barclays PLC | 73,997 | $5.06M | 0.00% | −3,080−4.0% | Reduced |
| California State Teachers Retirement System | 73,086 | $5.00M | 0.01% | −765−1.0% | Reduced |
| Credit Suisse AG | 69,930 | $4.79M | 0.00% | −3,472−4.7% | Reduced |
| Anchor Capital Advisors LLC | 63,561 | $4.35M | 0.09% | +356+0.6% | Added |
| Logan Capital Management Inc | 60,200 | $4.12M | 0.19% | 00.0% | Unchanged |
| Prudential Financial Inc | 58,016 | $3.97M | 0.01% | −550−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 57,136 | $3.91M | 0.01% | +32,116+128.4% | Added |
| Richard Bernstein Advisors LLC | 56,656 | $3.88M | 0.08% | +2,871+5.3% | Added |
| SG Americas Securities, LLC | 56,316 | $3.85M | 0.02% | +47,193+517.3% | Added |
| Ensign Peak Advisors, Inc | 55,987 | $3.83M | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 54,450 | $3.73M | 0.00% | +28+0.1% | Added |
| Russell Investments Group, Ltd. | 52,733 | $3.61M | 0.01% | +2,039+4.0% | Added |
| Comerica Bank | 48,920 | $3.60M | 0.02% | −1,497−3.0% | Reduced |
| Great West Life Assurance Co | 46,632 | $3.22M | 0.01% | +273+0.6% | Added |
| Tudor Investment Corp Et Al | 43,847 | $3.00M | 0.06% | +43,847 | New |
| Thrivent Financial for Lutherans | 43,582 | $2.98M | 0.01% | −467−1.1% | Reduced |
| Community Financial Services Group, LLC | 41,085 | $2.81M | 0.77% | −3,305−7.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,881 | $2.80M | 0.03% | −470−1.1% | Reduced |
| Texas Permanent School Fund | 39,885 | $2.73M | 0.03% | −270−0.7% | Reduced |
| Jefferies Group LLC | 39,500 | $2.70M | 0.06% | +39,500 | New |
| State of Alaska, Department of Revenue | 39,314 | $2.69M | 0.03% | +2,028+5.4% | Added |
| New York State Common Retirement Fund | 38,641 | $2.64M | 0.00% | −7,693−16.6% | Reduced |
| HRT Financial LP | 36,679 | $2.51M | 0.02% | +36,679 | New |
| Deutsche Bank AG | 36,114 | $2.47M | 0.00% | −1,027−2.8% | Reduced |
| State of New Jersey Common Pension Fund D | 36,032 | $2.46M | 0.01% | +4,691+15.0% | Added |
| Royal Bank of Canada | 35,090 | $2.40M | 0.00% | +1,259+3.7% | Added |
| American International Group, Inc. | 33,640 | $2.30M | 0.01% | −1,166−3.3% | Reduced |
| Jacobi Capital Management LLC | 30,921 | $2.12M | 0.27% | +820+2.7% | Added |
| Citigroup Inc | 29,946 | $2.05M | 0.00% | −25,403−45.9% | Reduced |
| Commonwealth Equity Services, LLC | 29,105 | $1.99M | 0.00% | +2,104+7.8% | Added |
| Holocene Advisors, LP | 28,545 | $1.95M | 0.01% | −7,652−21.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,345 | $1.87M | 0.00% | −434−1.6% | Reduced |
| Canandaigua National Corp | 26,855 | $1.84M | 0.30% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 26,056 | $1.78M | 0.00% | −2,647−9.2% | Reduced |
| Louisiana State Employees Retirement System | 26,000 | $1.78M | 0.04% | +1,700+7.0% | Added |
| Amalgamated Bank | 25,793 | $1.76M | 0.01% | −667−2.5% | Reduced |
| HighTower Advisors, LLC | 25,272 | $1.73M | 0.00% | −78−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 25,210 | $1.73M | 0.01% | −200−0.8% | Reduced |
| Two Sigma Investments, LP | 24,922 | $1.71M | 0.00% | +3,606+16.9% | Added |
| Bank of Montreal | 24,501 | $1.70M | 0.00% | +99+0.4% | Added |
| Janney Montgomery Scott LLC | 24,735 | $1.69M | 0.01% | −1,598−6.1% | Reduced |
| State of Tennessee, Treasury Department | 24,007 | $1.64M | 0.01% | −1,842−7.1% | Reduced |
| Renaissance Technologies LLC | 23,908 | $1.64M | 0.00% | +23,908 | New |
| Berkshire Asset Management LLC | 23,724 | $1.62M | 0.11% | −2,245−8.6% | Reduced |
| HSBC Holdings PLC | 23,232 | $1.60M | 0.00% | −423−1.8% | Reduced |
| Wesbanco Bank Inc | 23,121 | $1.58M | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,883 | $1.57M | 0.00% | +330+1.5% | Added |
| Voya Investment Management LLC | 22,793 | $1.56M | 0.00% | −339−1.5% | Reduced |
| Oregon Public Employees Retirement Fund | 21,847 | $1.50M | 0.02% | −100−0.5% | Reduced |
| Citadel Advisors LLC | 21,579 | $1.48M | 0.00% | −1,133−5.0% | Reduced |
| Maryland State Retirement & Pension System | 21,215 | $1.47M | 0.04% | +21,215 | New |
| Alliance Wealth Advisors, LLC | 21,359 | $1.46M | 1.29% | +2,029+10.5% | Added |
| Envestnet Asset Management Inc | 21,254 | $1.45M | 0.00% | +6,408+43.2% | Added |
| Advisors Asset Management, Inc. | 20,903 | $1.43M | 0.02% | +890+4.4% | Added |
| Rafferty Asset Management, LLC | 20,719 | $1.42M | 0.01% | −15,177−42.3% | Reduced |
| Duality Advisers, LP | 20,037 | $1.37M | 0.11% | +13,252+195.3% | Added |
| Qube Research & Technologies Ltd | 20,026 | $1.37M | 0.02% | +20,026 | New |