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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 74,274 | $5.21M | 0.03% | +35,903+93.6% | Added |
| GW&K Investment Management, LLC | 76,590 | $5.37M | 0.05% | −2,758−3.5% | Reduced |
| Alliancebernstein L.P. | 80,410 | $5.64M | 0.00% | −1,431−1.7% | Reduced |
| Credit Suisse AG | 81,133 | $5.69M | 0.00% | +4,019+5.2% | Added |
| Barclays PLC | 85,449 | $6.00M | 0.00% | −22,662−21.0% | Reduced |
| Millennium Management LLC | 87,324 | $6.13M | 0.01% | +24,440+38.9% | Added |
| Carnegie Capital Asset Management, LLC | 92,171 | $6.47M | 0.24% | +8,146+9.7% | Added |
| Public Sector Pension Investment Board | 100,559 | $7.05M | 0.04% | −9,290−8.5% | Reduced |
| NFJ Investment Group, LLC | 104,055 | $7.30M | 0.15% | −21,668−17.2% | Reduced |
| New York State Teachers Retirement System | 106,056 | $7.44M | 0.02% | 00.0% | Unchanged |
| California Public Employees Retirement System | 119,449 | $8.38M | 0.01% | +880+0.7% | Added |
| Swiss National Bank | 127,500 | $8.94M | 0.01% | +8,600+7.2% | Added |
| Parametric Portfolio Associates LLC | 131,672 | $9.24M | 0.00% | +5,878+4.7% | Added |
| Community Bank, N.A. | 134,620 | $9.44M | 1.17% | −338−0.3% | Reduced |
| JPMorgan Chase & Co | 141,753 | $9.94M | 0.00% | −67,735−32.3% | Reduced |
| Nottingham Advisors, Inc. | 142,331 | $9.98M | 1.18% | −1,003−0.7% | Reduced |
| Legal & General Group Plc | 152,305 | $10.7M | 0.00% | −1,185−0.8% | Reduced |
| ProShare Advisors LLC | 152,462 | $10.7M | 0.02% | +6,512+4.5% | Added |
| Man Group plc | 153,425 | $10.8M | 0.04% | +15,612+11.3% | Added |
| Truist Financial Corp | 170,476 | $12.0M | 0.02% | −35,987−17.4% | Reduced |
| Rhumbline Advisers | 176,866 | $12.4M | 0.02% | +28,390+19.1% | Added |
| Morgan Stanley | 275,131 | $19.3M | 0.00% | +2,533+0.9% | Added |
| Federated Hermes, Inc. | 283,166 | $19.9M | 0.04% | −114,955−28.9% | Reduced |
| Bank of America Corp | 284,564 | $20.0M | 0.00% | −37,742−11.7% | Reduced |
| Nuveen Asset Management, LLC | 304,985 | $21.8M | 0.01% | +16,189+5.6% | Added |
| Segall Bryant & Hamill, LLC | 321,557 | $22.6M | 0.22% | +1,283+0.4% | Added |
| Principal Financial Group Inc | 360,013 | $25.3M | 0.02% | −3,823−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 378,503 | $26.6M | 0.12% | −1,408−0.4% | Reduced |
| Waldron Private Wealth LLC | 421,790 | $29.8M | 1.53% | −27,336−6.1% | Reduced |
| Norges Bank | 462,017 | $32.4M | 0.01% | +6,798+1.5% | Added |
| Charles Schwab Investment Management Inc | 469,990 | $33.0M | 0.01% | +15,734+3.5% | Added |
| Invesco Ltd. | 506,732 | $35.5M | 0.01% | −6,483−1.3% | Reduced |
| Northern Trust Corp | 590,243 | $41.4M | 0.01% | −16,411−2.7% | Reduced |
| Ameriprise Financial Inc | 591,847 | $41.5M | 0.01% | +5,094+0.9% | Added |
| Bank of New York Mellon Corp | 599,360 | $42.0M | 0.01% | −159,272−21.0% | Reduced |
| Eaton Vance Management | 667,230 | $46.8M | 0.05% | −138,521−17.2% | Reduced |
| Goldman Sachs Group Inc | 830,268 | $58.2M | 0.01% | −3180.0% | Reduced |
| Geode Capital Management, LLC | 934,871 | $65.6M | 0.01% | +10,525+1.1% | Added |
| Champlain Investment Partners, LLC | 937,395 | $65.8M | 0.34% | −48,985−5.0% | Reduced |
| Dimensional Fund Advisors LP | 1,173,356 | $82.3M | 0.03% | +42,368+3.7% | Added |
| Neuberger Berman Group LLC | 2,620,434 | $183.8M | 0.16% | −108,883−4.0% | Reduced |
| State Street Corp | 5,037,367 | $355.5M | 0.02% | +647,871+14.8% | Added |
| Vanguard Group Inc | 6,382,421 | $447.7M | 0.01% | +51,693+0.8% | Added |
| BlackRock Inc. | 7,943,008 | $557.2M | 0.02% | +50,524+0.6% | Added |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −27,252−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −21,947−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −15,141−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −8,719−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −7,488−100.0% | Sold out |
| Leisure Capital Management | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Colorado Capital Management, Inc. | 0 | $0 | 0.00% | −6,078−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,806−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,598−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −4,208−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −3,119−100.0% | Sold out |
| Alpha Omega Wealth Management LLC | 0 | $0 | 0.00% | −3,021−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Community Financial Services Group, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | Not filed |