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 |
|---|---|---|---|---|---|
| Algert Global LLC | 7,054 | $525.0K | 0.07% | −950−11.9% | Reduced |
| Mutual of America Capital Management LLC | 7,369 | $549.0K | 0.01% | +180+2.5% | Added |
| Burns J W & Co Inc | 7,401 | $551.0K | 0.08% | +59+0.8% | Added |
| Congress Wealth Management LLC | 7,488 | $558.0K | 0.01% | +7,488 | New |
| Cambridge Investment Research Advisors, Inc. | 7,615 | $567.0K | 0.00% | −22−0.3% | Reduced |
| Resources Management Corp | 8,250 | $614.0K | 0.08% | 00.0% | Unchanged |
| Brookstone Capital Management | 8,230 | $636.0K | 0.01% | +8,230 | New |
| Change Path, LLC | 8,537 | $636.0K | 0.03% | +8,537 | New |
| Northwestern Mutual Wealth Management Co | 8,581 | $639.0K | 0.00% | +7,497+691.6% | Added |
| Riggs Asset Managment Co. Inc. | 8,667 | $646.0K | 0.18% | 00.0% | Unchanged |
| Prudential PLC | 8,719 | $649.0K | 0.01% | −537−5.8% | Reduced |
| Stifel Financial Corp | 8,904 | $663.0K | 0.00% | −15−0.2% | Reduced |
| Hanson & Doremus Investment Management | 9,091 | $677.0K | 0.14% | −234−2.5% | Reduced |
| Fifth Third Bancorp | 9,261 | $690.0K | 0.00% | +13+0.1% | Added |
| Two Sigma Investments, LP | 9,616 | $716.0K | 0.00% | −15,306−61.4% | Reduced |
| The PNC Financial Services Group, Inc. | 9,742 | $726.0K | 0.00% | +317+3.4% | Added |
| Teacher Retirement System of Texas | 10,441 | $778.0K | 0.00% | +1,796+20.8% | Added |
| Handelsbanken Fonder AB | 10,516 | $783.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,880 | $810.0K | 0.00% | +5,472+101.2% | Added |
| Meridian Wealth Partners, LLC | 10,883 | $811.0K | 0.16% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 11,032 | $822.0K | 0.06% | +203+1.9% | Added |
| Hamel Associates, Inc. | 12,625 | $940.0K | 0.34% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 12,704 | $946.0K | 0.06% | +926+7.9% | Added |
| Cubist Systematic Strategies, LLC | 12,716 | $947.0K | 0.01% | −4,955−28.0% | Reduced |
| Toronto Dominion Bank | 12,800 | $953.0K | 0.00% | +12,221+2,110.7% | Added |
| Ensign Peak Advisors, Inc | 13,067 | $973.0K | 0.00% | −42,920−76.7% | Reduced |
| Mercer Global Advisors Inc | 13,104 | $976.0K | 0.01% | +169+1.3% | Added |
| Metropolitan Life Insurance Co | 13,356 | $994.8K | 0.01% | −790−5.6% | Reduced |
| LPL Financial LLC | 13,999 | $1.04M | 0.00% | −90−0.6% | Reduced |
| Arizona State Retirement System | 14,512 | $1.08M | 0.01% | −165−1.1% | Reduced |
| Jackson Creek Investment Advisors LLC | 15,141 | $1.13M | 0.40% | +15,141 | New |
| Teachers Retirement System of the State of Kentucky | 15,196 | $1.13M | 0.01% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 12,070 | $1.15M | 0.30% | 00.0% | Unchanged |
| Creative Planning | 15,854 | $1.18M | 0.00% | +14+0.1% | Added |
| Old Mission Capital LLC | 16,814 | $1.25M | 0.06% | +16,814 | New |
| Raymond James & Associates | 17,241 | $1.28M | 0.00% | +179+1.0% | Added |
| MetLife Investment Management | 17,961 | $1.34M | 0.01% | −1,066−5.6% | Reduced |
| Price T Rowe Associates Inc | 17,971 | $1.34M | 0.00% | −932−4.9% | Reduced |
| Baystate Wealth Management LLC | 17,968 | $1.34M | 0.12% | +110+0.6% | Added |
| Susquehanna International Group, LLP | 18,195 | $1.35M | 0.00% | +6,463+55.1% | Added |
| Wellington Shields & Co., LLC | 20,000 | $1.49M | 0.30% | +20,000 | New |
| HighTower Advisors, LLC | 20,057 | $1.50M | 0.00% | −5,215−20.6% | Reduced |
| Bank of Montreal | 20,577 | $1.54M | 0.00% | −3,924−16.0% | Reduced |
| Oregon Public Employees Retirement Fund | 20,847 | $1.55M | 0.02% | −1,000−4.6% | Reduced |
| Rafferty Asset Management, LLC | 21,153 | $1.57M | 0.01% | +434+2.1% | Added |
| Alliance Wealth Advisors, LLC | 21,359 | $1.59M | 1.30% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,500 | $1.60M | 0.04% | +285+1.3% | Added |
| Pathway Financial Advisors LLC | 22,433 | $1.60M | 0.57% | +22,433 | New |
| Advisors Asset Management, Inc. | 21,947 | $1.63M | 0.02% | +1,044+5.0% | Added |
| Voya Investment Management LLC | 22,008 | $1.64M | 0.00% | −785−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 22,158 | $1.65M | 0.00% | −725−3.2% | Reduced |
| Wesbanco Bank Inc | 23,121 | $1.72M | 0.06% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,517 | $1.75M | 0.00% | +2,263+10.6% | Added |
| Berkshire Asset Management LLC | 23,709 | $1.77M | 0.11% | −15−0.1% | Reduced |
| State of Tennessee, Treasury Department | 24,007 | $1.79M | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25,210 | $1.80M | 0.01% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 24,183 | $1.80M | 0.03% | −19,664−44.8% | Reduced |
| Amalgamated Bank | 25,225 | $1.88M | 0.01% | −568−2.2% | Reduced |
| Louisiana State Employees Retirement System | 26,100 | $1.94M | 0.04% | +100+0.4% | Added |
| Manufacturers Life Insurance Company, The | 26,151 | $1.95M | 0.00% | +95+0.4% | Added |
| Occudo Quantitative Strategies LP | 26,503 | $1.97M | 0.17% | +8,160+44.5% | Added |
| Canandaigua National Corp | 26,855 | $2.00M | 0.30% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,030 | $2.01M | 0.00% | −2,075−7.1% | Reduced |
| Janney Montgomery Scott LLC | 27,252 | $2.03M | 0.01% | +2,517+10.2% | Added |
| Renaissance Technologies LLC | 27,408 | $2.04M | 0.00% | +3,500+14.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,432 | $2.04M | 0.00% | +87+0.3% | Added |
| Allspring Global Investments Holdings, LLC | 27,558 | $2.05M | 0.00% | +27,558 | New |
| Jacobi Capital Management LLC | 30,921 | $2.30M | 0.27% | 00.0% | Unchanged |
| Holocene Advisors, LP | 30,962 | $2.31M | 0.01% | +2,417+8.5% | Added |
| American International Group, Inc. | 32,593 | $2.43M | 0.01% | −1,047−3.1% | Reduced |
| BNP Paribas Arbitrage, SA | 36,805 | $2.74M | 0.01% | −20,331−35.6% | Reduced |
| State of New Jersey Common Pension Fund D | 37,528 | $2.79M | 0.01% | +1,496+4.2% | Added |
| Deutsche Bank AG | 37,676 | $2.81M | 0.00% | +1,562+4.3% | Added |
| State of Alaska, Department of Revenue | 38,184 | $2.84M | 0.03% | −1,130−2.9% | Reduced |
| Voloridge Investment Management, LLC | 38,371 | $2.86M | 0.02% | +19,128+99.4% | Added |
| New York State Common Retirement Fund | 38,646 | $2.88M | 0.00% | +50.0% | Added |
| Texas Permanent School Fund | 38,873 | $2.90M | 0.04% | −1,012−2.5% | Reduced |
| Ergoteles LLC | 40,039 | $2.98M | 0.12% | +40,039 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,761 | $3.04M | 0.03% | −120−0.3% | Reduced |
| Royal Bank of Canada | 41,862 | $3.12M | 0.00% | +6,772+19.3% | Added |
| Community Financial Services Group, LLC | 41,900 | $3.12M | 0.78% | +815+2.0% | Added |
| Citigroup Inc | 42,974 | $3.20M | 0.00% | +13,028+43.5% | Added |
| D. E. Shaw & Co., Inc. | 43,585 | $3.25M | 0.00% | +34,537+381.7% | Added |
| Thrivent Financial for Lutherans | 43,890 | $3.27M | 0.01% | +308+0.7% | Added |
| HRT Financial LP | 44,773 | $3.33M | 0.02% | +8,094+22.1% | Added |
| Russell Investments Group, Ltd. | 45,661 | $3.40M | 0.01% | −7,072−13.4% | Reduced |
| Great West Life Assurance Co | 46,378 | $3.45M | 0.01% | −254−0.5% | Reduced |
| Comerica Bank | 46,752 | $3.47M | 0.03% | −2,168−4.4% | Reduced |
| Yousif Capital Management, LLC | 49,503 | $3.69M | 0.04% | +49,503 | New |
| Richard Bernstein Advisors LLC | 56,656 | $4.22M | 0.08% | 00.0% | Unchanged |
| Prudential Financial Inc | 57,366 | $4.27M | 0.01% | −650−1.1% | Reduced |
| UBS Asset Management Americas Inc | 59,074 | $4.40M | 0.00% | +4,624+8.5% | Added |
| UBS Group AG | 59,603 | $4.44M | 0.00% | +52,570+747.5% | Added |
| Logan Capital Management Inc | 60,200 | $4.48M | 0.19% | 00.0% | Unchanged |
| Millennium Management LLC | 62,884 | $4.68M | 0.01% | +55,536+755.8% | Added |
| Anchor Capital Advisors LLC | 63,530 | $4.73M | 0.09% | −310.0% | Reduced |
| Citadel Advisors LLC | 67,197 | $5.00M | 0.01% | +45,618+211.4% | Added |
| First Trust Advisors LP | 74,630 | $5.56M | 0.01% | +266+0.4% | Added |
| California State Teachers Retirement System | 74,819 | $5.57M | 0.01% | +1,733+2.4% | Added |
| Credit Suisse AG | 77,114 | $5.74M | 0.00% | +7,184+10.3% | Added |