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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 8,494 | $581.0K | 0.00% | +8,494 | New |
| Teacher Retirement System of Texas | 8,645 | $591.0K | 0.00% | +1,728+25.0% | Added |
| Riggs Asset Managment Co. Inc. | 8,667 | $593.0K | 0.18% | −600−6.5% | Reduced |
| Everence Capital Management Inc | 8,660 | $593.0K | 0.05% | +1,580+22.3% | Added |
| Stifel Financial Corp | 8,919 | $610.0K | 0.00% | −16−0.2% | Reduced |
| D. E. Shaw & Co., Inc. | 9,048 | $619.0K | 0.00% | +9,048 | New |
| Fifth Third Bancorp | 9,248 | $633.0K | 0.00% | +48+0.5% | Added |
| Prudential PLC | 9,256 | $633.0K | 0.01% | +5,542+149.2% | Added |
| Hanson & Doremus Investment Management | 9,325 | $638.0K | 0.15% | −2,180−18.9% | Reduced |
| The PNC Financial Services Group, Inc. | 9,425 | $644.0K | 0.00% | −161−1.7% | Reduced |
| Quadrature Capital Ltd | 9,838 | $674.0K | 0.02% | +4,742+93.1% | Added |
| Handelsbanken Fonder AB | 10,516 | $720.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,720 | $733.0K | 0.03% | −38−0.4% | Reduced |
| Strategic Financial Services, Inc, | 10,829 | $741.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 10,883 | $745.0K | 0.15% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,732 | $803.0K | 0.00% | −11,228−48.9% | Reduced |
| Empire Life Investments Inc. | 11,778 | $806.0K | 0.05% | +201+1.7% | Added |
| Engineers Gate Manager LP | 11,958 | $818.0K | 0.05% | +11,958 | New |
| Hamel Associates, Inc. | 12,625 | $864.0K | 0.34% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,935 | $885.0K | 0.01% | +4,841+59.8% | Added |
| Dynamic Technology Lab Private Ltd | 13,220 | $905.0K | 0.11% | +13,220 | New |
| Tower Research Capital LLC (TRC) | 13,939 | $954.0K | 0.02% | +7,200+106.8% | Added |
| LPL Financial LLC | 14,089 | $964.0K | 0.00% | −1,030−6.8% | Reduced |
| Metropolitan Life Insurance Co | 14,146 | $967.9K | 0.01% | −855−5.7% | Reduced |
| Twinbeech Capital LP | 14,588 | $998.0K | 0.07% | +14,588 | New |
| Arizona State Retirement System | 14,677 | $1.00M | 0.01% | +109+0.7% | Added |
| Teachers Retirement System of the State of Kentucky | 15,196 | $1.04M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 15,282 | $1.05M | 0.02% | +15,282 | New |
| Laurus Investment Counsel Inc. | 12,070 | $1.05M | 0.30% | 00.0% | Unchanged |
| Creative Planning | 15,840 | $1.08M | 0.00% | +33+0.2% | Added |
| Raymond James & Associates | 17,062 | $1.17M | 0.00% | +1,129+7.1% | Added |
| Cubist Systematic Strategies, LLC | 17,671 | $1.21M | 0.02% | +14,363+434.2% | Added |
| Baystate Wealth Management LLC | 17,858 | $1.22M | 0.12% | +101+0.6% | Added |
| Occudo Quantitative Strategies LP | 18,343 | $1.25M | 0.15% | +18,343 | New |
| Price T Rowe Associates Inc | 18,903 | $1.29M | 0.00% | +24+0.1% | Added |
| MetLife Investment Management | 19,027 | $1.30M | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 19,243 | $1.32M | 0.01% | +19,243 | New |
| Qube Research & Technologies Ltd | 20,026 | $1.37M | 0.02% | +20,026 | New |
| Duality Advisers, LP | 20,037 | $1.37M | 0.11% | +13,252+195.3% | Added |
| Rafferty Asset Management, LLC | 20,719 | $1.42M | 0.01% | −15,177−42.3% | Reduced |
| Advisors Asset Management, Inc. | 20,903 | $1.43M | 0.02% | +890+4.4% | Added |
| Envestnet Asset Management Inc | 21,254 | $1.45M | 0.00% | +6,408+43.2% | Added |
| Alliance Wealth Advisors, LLC | 21,359 | $1.46M | 1.29% | +2,029+10.5% | Added |
| Maryland State Retirement & Pension System | 21,215 | $1.47M | 0.04% | +21,215 | New |
| Citadel Advisors LLC | 21,579 | $1.48M | 0.00% | −1,133−5.0% | Reduced |
| Oregon Public Employees Retirement Fund | 21,847 | $1.50M | 0.02% | −100−0.5% | Reduced |
| Voya Investment Management LLC | 22,793 | $1.56M | 0.00% | −339−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 22,883 | $1.57M | 0.00% | +330+1.5% | Added |
| Wesbanco Bank Inc | 23,121 | $1.58M | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 23,232 | $1.60M | 0.00% | −423−1.8% | Reduced |
| Berkshire Asset Management LLC | 23,724 | $1.62M | 0.11% | −2,245−8.6% | Reduced |
| Renaissance Technologies LLC | 23,908 | $1.64M | 0.00% | +23,908 | New |
| State of Tennessee, Treasury Department | 24,007 | $1.64M | 0.01% | −1,842−7.1% | Reduced |
| Janney Montgomery Scott LLC | 24,735 | $1.69M | 0.01% | −1,598−6.1% | Reduced |
| Bank of Montreal | 24,501 | $1.70M | 0.00% | +99+0.4% | Added |
| Two Sigma Investments, LP | 24,922 | $1.71M | 0.00% | +3,606+16.9% | Added |
| Nisa Investment Advisors, LLC | 25,210 | $1.73M | 0.01% | −200−0.8% | Reduced |
| HighTower Advisors, LLC | 25,272 | $1.73M | 0.00% | −78−0.3% | Reduced |
| Amalgamated Bank | 25,793 | $1.76M | 0.01% | −667−2.5% | Reduced |
| Louisiana State Employees Retirement System | 26,000 | $1.78M | 0.04% | +1,700+7.0% | Added |
| Manufacturers Life Insurance Company, The | 26,056 | $1.78M | 0.00% | −2,647−9.2% | Reduced |
| Canandaigua National Corp | 26,855 | $1.84M | 0.30% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 27,345 | $1.87M | 0.00% | −434−1.6% | Reduced |
| Holocene Advisors, LP | 28,545 | $1.95M | 0.01% | −7,652−21.1% | Reduced |
| Commonwealth Equity Services, LLC | 29,105 | $1.99M | 0.00% | +2,104+7.8% | Added |
| Citigroup Inc | 29,946 | $2.05M | 0.00% | −25,403−45.9% | Reduced |
| Jacobi Capital Management LLC | 30,921 | $2.12M | 0.27% | +820+2.7% | Added |
| American International Group, Inc. | 33,640 | $2.30M | 0.01% | −1,166−3.3% | Reduced |
| Royal Bank of Canada | 35,090 | $2.40M | 0.00% | +1,259+3.7% | Added |
| State of New Jersey Common Pension Fund D | 36,032 | $2.46M | 0.01% | +4,691+15.0% | Added |
| Deutsche Bank AG | 36,114 | $2.47M | 0.00% | −1,027−2.8% | Reduced |
| HRT Financial LP | 36,679 | $2.51M | 0.02% | +36,679 | New |
| New York State Common Retirement Fund | 38,641 | $2.64M | 0.00% | −7,693−16.6% | Reduced |
| State of Alaska, Department of Revenue | 39,314 | $2.69M | 0.03% | +2,028+5.4% | Added |
| Jefferies Group LLC | 39,500 | $2.70M | 0.06% | +39,500 | New |
| Texas Permanent School Fund | 39,885 | $2.73M | 0.03% | −270−0.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,881 | $2.80M | 0.03% | −470−1.1% | Reduced |
| Community Financial Services Group, LLC | 41,085 | $2.81M | 0.77% | −3,305−7.4% | Reduced |
| Thrivent Financial for Lutherans | 43,582 | $2.98M | 0.01% | −467−1.1% | Reduced |
| Tudor Investment Corp Et Al | 43,847 | $3.00M | 0.06% | +43,847 | New |
| Great West Life Assurance Co | 46,632 | $3.22M | 0.01% | +273+0.6% | Added |
| Comerica Bank | 48,920 | $3.60M | 0.02% | −1,497−3.0% | Reduced |
| Russell Investments Group, Ltd. | 52,733 | $3.61M | 0.01% | +2,039+4.0% | Added |
| UBS Asset Management Americas Inc | 54,450 | $3.73M | 0.00% | +28+0.1% | Added |
| Ensign Peak Advisors, Inc | 55,987 | $3.83M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 56,316 | $3.85M | 0.02% | +47,193+517.3% | Added |
| Richard Bernstein Advisors LLC | 56,656 | $3.88M | 0.08% | +2,871+5.3% | Added |
| BNP Paribas Arbitrage, SA | 57,136 | $3.91M | 0.01% | +32,116+128.4% | Added |
| Prudential Financial Inc | 58,016 | $3.97M | 0.01% | −550−0.9% | Reduced |
| Logan Capital Management Inc | 60,200 | $4.12M | 0.19% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 63,561 | $4.35M | 0.09% | +356+0.6% | Added |
| Credit Suisse AG | 69,930 | $4.79M | 0.00% | −3,472−4.7% | Reduced |
| California State Teachers Retirement System | 73,086 | $5.00M | 0.01% | −765−1.0% | Reduced |
| Barclays PLC | 73,997 | $5.06M | 0.00% | −3,080−4.0% | Reduced |
| First Trust Advisors LP | 74,364 | $5.09M | 0.01% | −4,894−6.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 75,215 | $5.15M | 0.19% | +9,010+13.6% | Added |
| Alliancebernstein L.P. | 81,770 | $5.59M | 0.00% | −3,269−3.8% | Reduced |
| GW&K Investment Management, LLC | 83,370 | $5.70M | 0.05% | −15,547−15.7% | Reduced |
| Bahl & Gaynor Inc | 89,088 | $6.09M | 0.04% | −258−0.3% | Reduced |
| Wells Fargo & Company | 89,605 | $6.13M | 0.00% | −372−0.4% | Reduced |