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, Q4 2021
Institutional positions in Community Financial System, Inc. as of Dec 31, 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
- 244
- +10 vs. Q3 2021
- Shares held
- 37.8M
- −182.9K (−0.5%) vs. Q3 2021
- Total value
- $2.81B
- +$216.0M (+8.3%) vs. Q3 2021
- New holders
- 34
- 82 more added
- Sold out
- 24
- 70 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,892,484 | $587.8M | 0.02% | −55,061−0.7% | Reduced |
| Vanguard Group Inc | 6,330,728 | $471.5M | 0.01% | +91,160+1.5% | Added |
| State Street Corp | 4,389,496 | $328.8M | 0.02% | −592,120−11.9% | Reduced |
| Neuberger Berman Group LLC | 2,729,317 | $201.1M | 0.16% | −45,228−1.6% | Reduced |
| Dimensional Fund Advisors LP | 1,130,988 | $84.2M | 0.03% | +16,977+1.5% | Added |
| Champlain Investment Partners, LLC | 986,380 | $73.5M | 0.33% | −1,450−0.1% | Reduced |
| Geode Capital Management, LLC | 924,346 | $68.8M | 0.01% | +56,203+6.5% | Added |
| Goldman Sachs Group Inc | 830,586 | $61.9M | 0.02% | −103,387−11.1% | Reduced |
| Eaton Vance Management | 805,751 | $60.0M | 0.07% | −139,843−14.8% | Reduced |
| Bank of New York Mellon Corp | 758,632 | $56.5M | 0.01% | +117,516+18.3% | Added |
| Northern Trust Corp | 606,654 | $45.2M | 0.01% | +1,081+0.2% | Added |
| Ameriprise Financial Inc | 586,753 | $43.7M | 0.01% | −1,977−0.3% | Reduced |
| Invesco Ltd. | 513,215 | $38.2M | 0.01% | +5,627+1.1% | Added |
| Norges Bank | 455,219 | $33.9M | 0.01% | +4,696+1.0% | Added |
| Charles Schwab Investment Management Inc | 454,256 | $33.8M | 0.01% | +12,406+2.8% | Added |
| Waldron Private Wealth LLC | 449,126 | $33.6M | 1.66% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 398,121 | $29.7M | 0.06% | +5,085+1.3% | Added |
| Public Employees Retirement Association of Colorado | 379,911 | $28.3M | 0.12% | 00.0% | Unchanged |
| Principal Financial Group Inc | 363,836 | $27.1M | 0.02% | −8,379−2.3% | Reduced |
| Bank of America Corp | 322,306 | $24.0M | 0.00% | +23,381+7.8% | Added |
| Segall Bryant & Hamill, LLC | 320,274 | $23.9M | 0.22% | +13,526+4.4% | Added |
| Nuveen Asset Management, LLC | 288,796 | $21.5M | 0.01% | +37,736+15.0% | Added |
| Morgan Stanley | 272,598 | $20.3M | 0.00% | +6,617+2.5% | Added |
| JPMorgan Chase & Co | 209,488 | $15.6M | 0.00% | +65,225+45.2% | Added |
| Truist Financial Corp | 206,463 | $15.4M | 0.02% | −18,586−8.3% | Reduced |
| Legal & General Group Plc | 153,490 | $11.4M | 0.00% | +4,346+2.9% | Added |
| Rhumbline Advisers | 148,476 | $11.1M | 0.01% | −4,653−3.0% | Reduced |
| ProShare Advisors LLC | 145,950 | $10.9M | 0.02% | +7,446+5.4% | Added |
| Nottingham Advisors, Inc. | 143,334 | $10.7M | 1.17% | +100.0% | Added |
| Man Group plc | 137,813 | $10.3M | 0.03% | +3,166+2.4% | Added |
| Community Bank, N.A. | 134,958 | $10.1M | 1.16% | −1,097−0.8% | Reduced |
| Parametric Portfolio Associates LLC | 125,794 | $9.37M | 0.00% | +13,643+12.2% | Added |
| NFJ Investment Group, LLC | 125,723 | $9.36M | 0.17% | −7,209−5.4% | Reduced |
| Swiss National Bank | 118,900 | $8.86M | 0.01% | −200−0.2% | Reduced |
| California Public Employees Retirement System | 118,569 | $8.83M | 0.01% | −568−0.5% | Reduced |
| HSBC Holdings PLC | 113,954 | $8.48M | 0.01% | +90,722+390.5% | Added |
| Public Sector Pension Investment Board | 109,849 | $8.18M | 0.04% | +900+0.8% | Added |
| Barclays PLC | 108,111 | $8.05M | 0.00% | +34,114+46.1% | Added |
| New York State Teachers Retirement System | 106,056 | $7.90M | 0.02% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 94,099 | $7.01M | 0.04% | +5,011+5.6% | Added |
| Carnegie Capital Asset Management, LLC | 84,025 | $6.26M | 0.21% | +8,810+11.7% | Added |
| Alliancebernstein L.P. | 81,841 | $6.10M | 0.00% | +71+0.1% | Added |
| Wells Fargo & Company | 81,766 | $6.09M | 0.00% | −7,839−8.7% | Reduced |
| GW&K Investment Management, LLC | 79,348 | $5.91M | 0.05% | −4,022−4.8% | Reduced |
| Credit Suisse AG | 77,114 | $5.74M | 0.00% | +7,184+10.3% | Added |
| California State Teachers Retirement System | 74,819 | $5.57M | 0.01% | +1,733+2.4% | Added |
| First Trust Advisors LP | 74,630 | $5.56M | 0.01% | +266+0.4% | Added |
| Citadel Advisors LLC | 67,197 | $5.00M | 0.01% | +45,618+211.4% | Added |
| Anchor Capital Advisors LLC | 63,530 | $4.73M | 0.09% | −310.0% | Reduced |
| Millennium Management LLC | 62,884 | $4.68M | 0.01% | +55,536+755.8% | Added |
| Logan Capital Management Inc | 60,200 | $4.48M | 0.19% | 00.0% | Unchanged |
| UBS Group AG | 59,603 | $4.44M | 0.00% | +52,570+747.5% | Added |
| UBS Asset Management Americas Inc | 59,074 | $4.40M | 0.00% | +4,624+8.5% | Added |
| Prudential Financial Inc | 57,366 | $4.27M | 0.01% | −650−1.1% | Reduced |
| Richard Bernstein Advisors LLC | 56,656 | $4.22M | 0.08% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 49,503 | $3.69M | 0.04% | +49,503 | New |
| Comerica Bank | 46,752 | $3.47M | 0.03% | −2,168−4.4% | Reduced |
| Great West Life Assurance Co | 46,378 | $3.45M | 0.01% | −254−0.5% | Reduced |
| Russell Investments Group, Ltd. | 45,661 | $3.40M | 0.01% | −7,072−13.4% | Reduced |
| HRT Financial LP | 44,773 | $3.33M | 0.02% | +8,094+22.1% | Added |
| Thrivent Financial for Lutherans | 43,890 | $3.27M | 0.01% | +308+0.7% | Added |
| D. E. Shaw & Co., Inc. | 43,585 | $3.25M | 0.00% | +34,537+381.7% | Added |
| Citigroup Inc | 42,974 | $3.20M | 0.00% | +13,028+43.5% | Added |
| Community Financial Services Group, LLC | 41,900 | $3.12M | 0.78% | +815+2.0% | Added |
| Royal Bank of Canada | 41,862 | $3.12M | 0.00% | +6,772+19.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,761 | $3.04M | 0.03% | −120−0.3% | Reduced |
| Ergoteles LLC | 40,039 | $2.98M | 0.12% | +40,039 | New |
| Texas Permanent School Fund | 38,873 | $2.90M | 0.04% | −1,012−2.5% | Reduced |
| New York State Common Retirement Fund | 38,646 | $2.88M | 0.00% | +50.0% | Added |
| Voloridge Investment Management, LLC | 38,371 | $2.86M | 0.02% | +19,128+99.4% | Added |
| State of Alaska, Department of Revenue | 38,184 | $2.84M | 0.03% | −1,130−2.9% | Reduced |
| Deutsche Bank AG | 37,676 | $2.81M | 0.00% | +1,562+4.3% | Added |
| State of New Jersey Common Pension Fund D | 37,528 | $2.79M | 0.01% | +1,496+4.2% | Added |
| BNP Paribas Arbitrage, SA | 36,805 | $2.74M | 0.01% | −20,331−35.6% | Reduced |
| American International Group, Inc. | 32,593 | $2.43M | 0.01% | −1,047−3.1% | Reduced |
| Holocene Advisors, LP | 30,962 | $2.31M | 0.01% | +2,417+8.5% | Added |
| Jacobi Capital Management LLC | 30,921 | $2.30M | 0.27% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 27,558 | $2.05M | 0.00% | +27,558 | New |
| Raymond James Financial Services Advisors, Inc. | 27,432 | $2.04M | 0.00% | +87+0.3% | Added |
| Renaissance Technologies LLC | 27,408 | $2.04M | 0.00% | +3,500+14.6% | Added |
| Janney Montgomery Scott LLC | 27,252 | $2.03M | 0.01% | +2,517+10.2% | Added |
| Commonwealth Equity Services, LLC | 27,030 | $2.01M | 0.00% | −2,075−7.1% | Reduced |
| Canandaigua National Corp | 26,855 | $2.00M | 0.30% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 26,503 | $1.97M | 0.17% | +8,160+44.5% | Added |
| Manufacturers Life Insurance Company, The | 26,151 | $1.95M | 0.00% | +95+0.4% | Added |
| Louisiana State Employees Retirement System | 26,100 | $1.94M | 0.04% | +100+0.4% | Added |
| Amalgamated Bank | 25,225 | $1.88M | 0.01% | −568−2.2% | Reduced |
| Tudor Investment Corp Et Al | 24,183 | $1.80M | 0.03% | −19,664−44.8% | Reduced |
| Nisa Investment Advisors, LLC | 25,210 | $1.80M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 24,007 | $1.79M | 0.01% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 23,709 | $1.77M | 0.11% | −15−0.1% | Reduced |
| Envestnet Asset Management Inc | 23,517 | $1.75M | 0.00% | +2,263+10.6% | Added |
| Wesbanco Bank Inc | 23,121 | $1.72M | 0.06% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 22,158 | $1.65M | 0.00% | −725−3.2% | Reduced |
| Voya Investment Management LLC | 22,008 | $1.64M | 0.00% | −785−3.4% | Reduced |
| Advisors Asset Management, Inc. | 21,947 | $1.63M | 0.02% | +1,044+5.0% | Added |
| Pathway Financial Advisors LLC | 22,433 | $1.60M | 0.57% | +22,433 | New |
| Maryland State Retirement & Pension System | 21,500 | $1.60M | 0.04% | +285+1.3% | Added |
| Alliance Wealth Advisors, LLC | 21,359 | $1.59M | 1.30% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 21,153 | $1.57M | 0.01% | +434+2.1% | Added |