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, Q1 2022
Institutional positions in Community Financial System, Inc. as of Mar 31, 2022. 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
- +3 vs. Q4 2021
- Shares held
- 37.7M
- +19.9K (+0.1%) vs. Q4 2021
- Total value
- $2.65B
- −$159.2M (−5.7%) vs. Q4 2021
- New holders
- 26
- 90 more added
- Sold out
- 23
- 74 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,943,008 | $557.2M | 0.02% | +50,524+0.6% | Added |
| Vanguard Group Inc | 6,382,421 | $447.7M | 0.01% | +51,693+0.8% | Added |
| State Street Corp | 5,037,367 | $355.5M | 0.02% | +647,871+14.8% | Added |
| Neuberger Berman Group LLC | 2,620,434 | $183.8M | 0.16% | −108,883−4.0% | Reduced |
| Dimensional Fund Advisors LP | 1,173,356 | $82.3M | 0.03% | +42,368+3.7% | Added |
| Champlain Investment Partners, LLC | 937,395 | $65.8M | 0.34% | −48,985−5.0% | Reduced |
| Geode Capital Management, LLC | 934,871 | $65.6M | 0.01% | +10,525+1.1% | Added |
| Goldman Sachs Group Inc | 830,268 | $58.2M | 0.01% | −3180.0% | Reduced |
| Eaton Vance Management | 667,230 | $46.8M | 0.05% | −138,521−17.2% | Reduced |
| Bank of New York Mellon Corp | 599,360 | $42.0M | 0.01% | −159,272−21.0% | Reduced |
| Ameriprise Financial Inc | 591,847 | $41.5M | 0.01% | +5,094+0.9% | Added |
| Northern Trust Corp | 590,243 | $41.4M | 0.01% | −16,411−2.7% | Reduced |
| Invesco Ltd. | 506,732 | $35.5M | 0.01% | −6,483−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 469,990 | $33.0M | 0.01% | +15,734+3.5% | Added |
| Norges Bank | 462,017 | $32.4M | 0.01% | +6,798+1.5% | Added |
| Waldron Private Wealth LLC | 421,790 | $29.8M | 1.53% | −27,336−6.1% | Reduced |
| Public Employees Retirement Association of Colorado | 378,503 | $26.6M | 0.12% | −1,408−0.4% | Reduced |
| Principal Financial Group Inc | 360,013 | $25.3M | 0.02% | −3,823−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 321,557 | $22.6M | 0.22% | +1,283+0.4% | Added |
| Nuveen Asset Management, LLC | 304,985 | $21.8M | 0.01% | +16,189+5.6% | Added |
| Bank of America Corp | 284,564 | $20.0M | 0.00% | −37,742−11.7% | Reduced |
| Federated Hermes, Inc. | 283,166 | $19.9M | 0.04% | −114,955−28.9% | Reduced |
| Morgan Stanley | 275,131 | $19.3M | 0.00% | +2,533+0.9% | Added |
| Rhumbline Advisers | 176,866 | $12.4M | 0.02% | +28,390+19.1% | Added |
| Truist Financial Corp | 170,476 | $12.0M | 0.02% | −35,987−17.4% | Reduced |
| Man Group plc | 153,425 | $10.8M | 0.04% | +15,612+11.3% | Added |
| ProShare Advisors LLC | 152,462 | $10.7M | 0.02% | +6,512+4.5% | Added |
| Legal & General Group Plc | 152,305 | $10.7M | 0.00% | −1,185−0.8% | Reduced |
| Nottingham Advisors, Inc. | 142,331 | $9.98M | 1.18% | −1,003−0.7% | Reduced |
| JPMorgan Chase & Co | 141,753 | $9.94M | 0.00% | −67,735−32.3% | Reduced |
| Community Bank, N.A. | 134,620 | $9.44M | 1.17% | −338−0.3% | Reduced |
| Parametric Portfolio Associates LLC | 131,672 | $9.24M | 0.00% | +5,878+4.7% | Added |
| Swiss National Bank | 127,500 | $8.94M | 0.01% | +8,600+7.2% | Added |
| California Public Employees Retirement System | 119,449 | $8.38M | 0.01% | +880+0.7% | Added |
| New York State Teachers Retirement System | 106,056 | $7.44M | 0.02% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 104,055 | $7.30M | 0.15% | −21,668−17.2% | Reduced |
| Public Sector Pension Investment Board | 100,559 | $7.05M | 0.04% | −9,290−8.5% | Reduced |
| Carnegie Capital Asset Management, LLC | 92,171 | $6.47M | 0.24% | +8,146+9.7% | Added |
| Millennium Management LLC | 87,324 | $6.13M | 0.01% | +24,440+38.9% | Added |
| Barclays PLC | 85,449 | $6.00M | 0.00% | −22,662−21.0% | Reduced |
| Credit Suisse AG | 81,133 | $5.69M | 0.00% | +4,019+5.2% | Added |
| Alliancebernstein L.P. | 80,410 | $5.64M | 0.00% | −1,431−1.7% | Reduced |
| GW&K Investment Management, LLC | 76,590 | $5.37M | 0.05% | −2,758−3.5% | Reduced |
| Voloridge Investment Management, LLC | 74,274 | $5.21M | 0.03% | +35,903+93.6% | Added |
| D. E. Shaw & Co., Inc. | 70,120 | $4.92M | 0.01% | +26,535+60.9% | Added |
| California State Teachers Retirement System | 68,822 | $4.83M | 0.01% | −5,997−8.0% | Reduced |
| First Trust Advisors LP | 67,952 | $4.77M | 0.00% | −6,678−8.9% | Reduced |
| Bahl & Gaynor Inc | 65,998 | $4.63M | 0.03% | −28,101−29.9% | Reduced |
| Wells Fargo & Company | 62,390 | $4.38M | 0.00% | −19,376−23.7% | Reduced |
| Logan Capital Management Inc | 60,200 | $4.22M | 0.20% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 57,325 | $4.02M | 0.01% | +29,767+108.0% | Added |
| UBS Asset Management Americas Inc | 56,842 | $3.99M | 0.00% | −2,232−3.8% | Reduced |
| Richard Bernstein Advisors LLC | 56,656 | $3.98M | 0.08% | 00.0% | Unchanged |
| Prudential Financial Inc | 56,146 | $3.94M | 0.01% | −1,220−2.1% | Reduced |
| Citigroup Inc | 51,951 | $3.64M | 0.00% | +8,977+20.9% | Added |
| UBS Group AG | 50,391 | $3.54M | 0.00% | −9,212−15.5% | Reduced |
| Yousif Capital Management, LLC | 49,868 | $3.50M | 0.04% | +365+0.7% | Added |
| Great West Life Assurance Co | 46,511 | $3.35M | 0.01% | +133+0.3% | Added |
| Comerica Bank | 47,097 | $3.29M | 0.02% | +345+0.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,448 | $3.26M | 0.03% | +5,687+14.0% | Added |
| Russell Investments Group, Ltd. | 45,014 | $3.15M | 0.01% | −647−1.4% | Reduced |
| Citadel Advisors LLC | 44,468 | $3.12M | 0.00% | −22,729−33.8% | Reduced |
| Thrivent Financial for Lutherans | 43,861 | $3.08M | 0.01% | −29−0.1% | Reduced |
| Cubist Systematic Strategies, LLC | 43,570 | $3.06M | 0.03% | +30,854+242.6% | Added |
| Tudor Investment Corp Et Al | 42,459 | $2.98M | 0.08% | +18,276+75.6% | Added |
| Texas Permanent School Fund | 38,197 | $2.68M | 0.04% | −676−1.7% | Reduced |
| New York State Common Retirement Fund | 38,200 | $2.68M | 0.00% | −446−1.2% | Reduced |
| HSBC Holdings PLC | 37,481 | $2.64M | 0.00% | −76,473−67.1% | Reduced |
| State of Alaska, Department of Revenue | 37,579 | $2.64M | 0.03% | −605−1.6% | Reduced |
| Royal Bank of Canada | 36,265 | $2.54M | 0.00% | −5,597−13.4% | Reduced |
| State of New Jersey Common Pension Fund D | 34,581 | $2.43M | 0.01% | −2,947−7.9% | Reduced |
| Holocene Advisors, LP | 34,439 | $2.42M | 0.01% | +3,477+11.2% | Added |
| Deutsche Bank AG | 34,226 | $2.40M | 0.00% | −3,450−9.2% | Reduced |
| Jacobi Capital Management LLC | 30,921 | $2.17M | 0.26% | 00.0% | Unchanged |
| Ergoteles LLC | 30,800 | $2.16M | 0.08% | −9,239−23.1% | Reduced |
| American International Group, Inc. | 30,706 | $2.15M | 0.01% | −1,887−5.8% | Reduced |
| TD Asset Management Inc | 28,321 | $1.99M | 0.00% | +28,321 | New |
| MetLife Investment Management | 27,948 | $1.96M | 0.01% | +9,987+55.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,515 | $1.93M | 0.00% | +83+0.3% | Added |
| Canandaigua National Corp | 27,300 | $1.92M | 0.29% | +445+1.7% | Added |
| Commonwealth Equity Services, LLC | 27,058 | $1.90M | 0.00% | +28+0.1% | Added |
| State of Tennessee, Treasury Department | 26,642 | $1.87M | 0.01% | +2,635+11.0% | Added |
| Louisiana State Employees Retirement System | 26,200 | $1.83M | 0.04% | +100+0.4% | Added |
| Occudo Quantitative Strategies LP | 25,272 | $1.77M | 0.15% | −1,231−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 24,940 | $1.75M | 0.01% | −270−1.1% | Reduced |
| Rafferty Asset Management, LLC | 24,127 | $1.69M | 0.01% | +2,974+14.1% | Added |
| Amalgamated Bank | 24,072 | $1.69M | 0.01% | −1,153−4.6% | Reduced |
| Amalgamated Financial Corp. | 24,072 | $1.69M | 0.01% | +24,072 | New |
| Berkshire Asset Management LLC | 23,687 | $1.66M | 0.10% | −22−0.1% | Reduced |
| FMR LLC | 23,651 | $1.66M | 0.00% | +22,824+2,759.9% | Added |
| Wesbanco Bank Inc | 23,121 | $1.62M | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 22,433 | $1.57M | 0.59% | 00.0% | Unchanged |
| Algert Global LLC | 22,387 | $1.57M | 0.10% | +15,333+217.4% | Added |
| Voya Investment Management LLC | 22,184 | $1.56M | 0.00% | +176+0.8% | Added |
| State Board of Administration of Florida Retirement System | 22,158 | $1.55M | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 21,605 | $1.52M | 0.04% | +105+0.5% | Added |
| Bank of Montreal | 21,116 | $1.52M | 0.00% | +539+2.6% | Added |
| Envestnet Asset Management Inc | 21,537 | $1.51M | 0.00% | −1,980−8.4% | Reduced |
| Manufacturers Life Insurance Company, The | 21,518 | $1.51M | 0.00% | −4,633−17.7% | Reduced |
| Price T Rowe Associates Inc | 21,347 | $1.50M | 0.00% | +3,376+18.8% | Added |