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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, Q2 2022

Institutional positions in Community Financial System, Inc. as of Jun 30, 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
240
+1 vs. Q1 2022
Shares held
37.8M
+278.0K (+0.7%) vs. Q1 2022
Total value
$2.41B
−$231.7M (−8.8%) vs. Q1 2022
New holders
23
75 more added
Sold out
22
84 more reduced

5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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.

Institutional holdersQ2 2022: 240 institutions
Q1 2021: 211 institutionsQ2 2021: 221 institutionsQ3 2021: 237 institutionsQ4 2021: 244 institutionsQ1 2022: 244 institutionsQ2 2022: 240 institutionsQ3 2022: 249 institutionsQ4 2022: 254 institutionsQ1 2023: 245 institutionsQ2 2023: 222 institutionsQ3 2023: 236 institutionsQ4 2023: 245 institutionsQ1 2024: 235 institutionsQ2 2024: 245 institutionsQ3 2024: 255 institutionsQ4 2024: 254 institutionsQ1 2025: 267 institutionsQ2 2025: 259 institutionsQ3 2025: 255 institutionsQ4 2025: 264 institutionsQ1 2026: 265 institutionsQ2 2026: 280 institutions
Value heldQ2 2022: $2.41B
Q1 2021: $2.94BQ2 2021: $2.89BQ3 2021: $2.60BQ4 2021: $2.81BQ1 2022: $2.65BQ2 2022: $2.41BQ3 2022: $2.35BQ4 2022: $2.43BQ1 2023: $2.06BQ2 2023: $1.92BQ3 2023: $1.69BQ4 2023: $2.05BQ1 2024: $1.83BQ2 2024: $1.78BQ3 2024: $2.18BQ4 2024: $2.38BQ1 2025: $2.21BQ2 2025: $2.23BQ3 2025: $2.30BQ4 2025: $2.30BQ1 2026: $2.35BQ2 2026: $2.75B
Institutions holding CBU and their total value by quarter
QuarterHoldersValue
Q2 2026280$2.75B
Q1 2026265$2.35B
Q4 2025264$2.30B
Q3 2025255$2.30B
Q2 2025259$2.23B
Q1 2025267$2.21B
Q4 2024254$2.38B
Q3 2024255$2.18B
Q2 2024245$1.78B
Q1 2024235$1.83B
Q4 2023245$2.05B
Q3 2023236$1.69B
Q2 2023222$1.92B
Q1 2023245$2.06B
Q4 2022254$2.43B
Q3 2022249$2.35B
Q2 2022240$2.41B
Q1 2022244$2.65B
Q4 2021244$2.81B
Q3 2021237$2.60B
Q2 2021221$2.89B
Q1 2021211$2.94B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2022.

Institutions holding CBU in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,909,379$500.5M0.02%−33,629−0.4%Reduced
Vanguard Group Inc6,455,850$408.5M0.01%+73,429+1.2%Added
State Street Corp5,611,774$357.5M0.02%+574,407+11.4%Added
Neuberger Berman Group LLC2,561,730$162.1M0.16%−58,704−2.2%Reduced
Dimensional Fund Advisors LP1,183,704$74.9M0.03%+10,348+0.9%Added
Geode Capital Management, LLC947,045$59.9M0.01%+12,174+1.3%Added
Champlain Investment Partners, LLC910,275$57.6M0.37%−27,120−2.9%Reduced
Goldman Sachs Group Inc807,151$51.1M0.01%−23,117−2.8%Reduced
Eaton Vance Management663,139$42.0M0.06%−4,091−0.6%Reduced
Ameriprise Financial Inc586,020$37.1M0.01%−5,827−1.0%Reduced
Northern Trust Corp582,915$36.9M0.01%−7,328−1.2%Reduced
Bank of New York Mellon Corp581,069$36.8M0.01%−18,291−3.1%Reduced
Norges Bank486,857$30.8M0.01%+24,840+5.4%Added
Invesco Ltd.483,099$30.6M0.01%−23,633−4.7%Reduced
Charles Schwab Investment Management Inc476,898$30.2M0.01%+6,908+1.5%Added
Waldron Private Wealth LLC421,790$26.9M1.51%00.0%Unchanged
Public Employees Retirement Association of Colorado378,503$24.0M0.13%00.0%Unchanged
Morgan Stanley375,264$23.7M0.00%+100,133+36.4%Added
Principal Financial Group Inc332,795$21.1M0.02%−27,218−7.6%Reduced
Segall Bryant & Hamill, LLC326,040$20.6M0.23%+4,483+1.4%Added
Nuveen Asset Management, LLC306,539$19.4M0.01%+1,554+0.5%Added
Federated Hermes, Inc.257,963$16.3M0.04%−25,203−8.9%Reduced
Bank of America Corp204,326$12.9M0.00%−80,238−28.2%Reduced
JPMorgan Chase & Co202,491$12.8M0.00%+60,738+42.8%Added
Rhumbline Advisers183,828$11.6M0.02%+6,962+3.9%Added
Truist Financial Corp166,023$10.5M0.02%−4,453−2.6%Reduced
Legal & General Group Plc153,827$9.73M0.00%+1,522+1.0%Added
Nottingham Advisors, Inc.142,242$9.00M1.22%−89−0.1%Reduced
Man Group plc–$8.88M0.04%––
ProShare Advisors LLC138,210$8.75M0.03%−14,252−9.3%Reduced
Community Bank, N.A.134,178$8.49M1.22%−442−0.3%Reduced
Swiss National Bank127,000$8.04M0.01%−500−0.4%Reduced
California Public Employees Retirement System119,161$7.54M0.01%−288−0.2%Reduced
New York State Teachers Retirement System106,056$6.71M0.02%00.0%Unchanged
Voloridge Investment Management, LLC104,151$6.59M0.03%+29,877+40.2%Added
Public Sector Pension Investment Board99,796$6.32M0.06%−763−0.8%Reduced
NFJ Investment Group, LLC98,972$6.26M0.15%−5,083−4.9%Reduced
Alliancebernstein L.P.80,488$5.09M0.00%+78+0.1%Added
First Trust Advisors LP80,299$5.08M0.01%+12,347+18.2%Added
Carnegie Capital Asset Management, LLC78,558$4.97M0.22%−13,613−14.8%Reduced
Credit Suisse AG75,113$4.75M0.01%−6,020−7.4%Reduced
GW&K Investment Management, LLC74,279$4.70M0.05%−2,311−3.0%Reduced
Voya Investment Management LLC70,371$4.45M0.01%+48,187+217.2%Added
California State Teachers Retirement System68,852$4.36M0.01%+300.0%Added
Tudor Investment Corp Et Al65,525$4.15M0.12%+23,066+54.3%Added
UBS Asset Management Americas Inc63,125$3.99M0.00%+6,283+11.1%Added
Logan Capital Management Inc60,200$3.81M0.22%00.0%Unchanged
Nicholas Company, Inc.56,750$3.59M0.08%+56,750New
Prudential Financial Inc55,076$3.48M0.01%−1,070−1.9%Reduced
Cubist Systematic Strategies, LLC54,305$3.44M0.03%+10,735+24.6%Added
Great West Life Assurance Co53,025$3.35M0.01%+6,514+14.0%Added
Thrivent Financial for Lutherans52,965$3.35M0.01%+9,104+20.8%Added
Richard Bernstein Advisors LLC49,905$3.16M0.07%−6,751−11.9%Reduced
Allspring Global Investments Holdings, LLC49,442$3.13M0.01%−7,883−13.8%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys49,144$3.11M0.03%+2,696+5.8%Added
Russell Investments Group, Ltd.48,381$3.06M0.01%+3,367+7.5%Added
Comerica Bank45,937$2.98M0.02%−1,160−2.5%Reduced
TD Asset Management Inc46,400$2.94M0.00%+18,079+63.8%Added
Yousif Capital Management, LLC44,198$2.80M0.04%−5,670−11.4%Reduced
Ergoteles LLC42,381$2.68M0.08%+11,581+37.6%Added
Holocene Advisors, LP41,899$2.65M0.02%+7,460+21.7%Added
Algert Global LLC41,718$2.64M0.20%+19,331+86.3%Added
State of Alaska, Department of Revenue40,779$2.58M0.03%+3,200+8.5%Added
Citadel Advisors LLC39,322$2.49M0.00%−5,146−11.6%Reduced
Renaissance Technologies LLC39,308$2.49M0.00%+34,400+700.9%Added
Texas Permanent School Fund38,965$2.47M0.04%+768+2.0%Added
New York State Common Retirement Fund38,213$2.42M0.00%+130.0%Added
D. E. Shaw & Co., Inc.37,333$2.36M0.00%−32,787−46.8%Reduced
Wells Fargo & Company35,854$2.27M0.00%−26,536−42.5%Reduced
State of New Jersey Common Pension Fund D34,581$2.19M0.01%00.0%Unchanged
Jacobi Capital Management LLC30,921$1.96M0.26%00.0%Unchanged
Deutsche Bank AG30,235$1.91M0.00%−3,991−11.7%Reduced
American International Group, Inc.28,971$1.83M0.01%−1,735−5.7%Reduced
MetLife Investment Management27,948$1.77M0.01%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.27,528$1.74M0.00%+130.0%Added
Commonwealth Equity Services, LLC27,360$1.73M0.00%+302+1.1%Added
Canandaigua National Corp26,855$1.70M0.30%−445−1.6%Reduced
Louisiana State Employees Retirement System26,100$1.69M0.05%−100−0.4%Reduced
State of Tennessee, Treasury Department26,642$1.69M0.01%00.0%Unchanged
Janney Montgomery Scott LLC26,357$1.67M0.01%+26,357New
Barclays PLC26,241$1.66M0.00%−59,208−69.3%Reduced
Occudo Quantitative Strategies LP25,370$1.60M0.13%+98+0.4%Added
State of Wisconsin Investment Board24,972$1.58M0.00%+17,872+251.7%Added
Nisa Investment Advisors, LLC24,940$1.58M0.01%00.0%Unchanged
Citigroup Inc24,838$1.57M0.00%−27,113−52.2%Reduced
Amalgamated Bank24,168$1.53M0.01%+96+0.4%Added
Berkshire Asset Management LLC23,669$1.50M0.10%−18−0.1%Reduced
FMR LLC23,437$1.48M0.00%−214−0.9%Reduced
Wesbanco Bank Inc23,121$1.46M0.06%00.0%Unchanged
Pathway Financial Advisors LLC22,433$1.42M0.59%00.0%Unchanged
Maryland State Retirement & Pension System21,845$1.38M0.04%+240+1.1%Added
State Board of Administration of Florida Retirement System21,768$1.38M0.00%−390−1.8%Reduced
Price T Rowe Associates Inc21,622$1.37M0.00%+275+1.3%Added
Bahl & Gaynor Inc20,937$1.32M0.01%−45,061−68.3%Reduced
Manufacturers Life Insurance Company, The20,661$1.31M0.00%−857−4.0%Reduced
HighTower Advisors, LLC20,453$1.29M0.00%−144−0.7%Reduced
BNP Paribas Arbitrage, SA20,010$1.27M0.00%−1,329−6.2%Reduced
Schonfeld Strategic Advisors LLC19,763$1.25M0.01%−537−2.6%Reduced
Anchor Capital Advisors LLC18,876$1.19M0.03%+14+0.1%Added
Baystate Wealth Management LLC18,182$1.15M0.11%+114+0.6%Added