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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, Q3 2022

Institutional positions in Community Financial System, Inc. as of Sep 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
249
+12 vs. Q2 2022
Shares held
39.1M
+1.26M (+3.3%) vs. Q2 2022
Total value
$2.35B
−$58.7M (−2.4%) vs. Q2 2022
New holders
27
92 more added
Sold out
15
72 more reduced

3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 249 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 heldQ3 2022: $2.35B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2022.

Institutions holding CBU in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.7,942,776$477.2M0.02%+33,397+0.4%Added
Vanguard Group Inc6,521,304$391.8M0.01%+65,454+1.0%Added
State Street Corp5,406,616$327.2M0.02%−205,158−3.7%Reduced
Neuberger Berman Group LLC2,538,399$152.5M0.16%−23,331−0.9%Reduced
Dimensional Fund Advisors LP1,186,348$71.3M0.03%+2,644+0.2%Added
Geode Capital Management, LLC947,465$56.9M0.01%+4200.0%Added
Eaton Vance Management917,873$55.1M0.08%+254,734+38.4%Added
Champlain Investment Partners, LLC897,165$53.9M0.37%−13,110−1.4%Reduced
Goldman Sachs Group Inc713,541$42.9M0.01%−93,610−11.6%Reduced
Bank of New York Mellon Corp594,581$35.7M0.01%+13,512+2.3%Added
Northern Trust Corp580,530$34.9M0.01%−2,385−0.4%Reduced
Ameriprise Financial Inc572,222$34.4M0.01%−13,798−2.4%Reduced
Norges Bank509,526$30.6M0.01%+22,669+4.7%Added
Charles Schwab Investment Management Inc493,730$29.7M0.01%+16,832+3.5%Added
Invesco Ltd.486,177$29.2M0.01%+3,078+0.6%Added
Waldron Private Wealth LLC421,790$25.5M1.59%00.0%Unchanged
Federated Hermes, Inc.393,620$23.6M0.07%+135,657+52.6%Added
Morgan Stanley393,217$23.6M0.00%+17,953+4.8%Added
Millennium Management LLC381,278$22.9M0.03%+371,131+3,657.5%Added
Public Employees Retirement Association of Colorado378,503$22.7M0.13%00.0%Unchanged
Segall Bryant & Hamill, LLC333,644$20.0M0.24%+7,604+2.3%Added
Principal Financial Group Inc331,139$19.9M0.02%−1,656−0.5%Reduced
NFJ Investment Group, LLC413,147$19.8M0.53%+314,175+317.4%Added
Nuveen Asset Management, LLC316,211$19.0M0.01%+9,672+3.2%Added
JPMorgan Chase & Co246,352$14.8M0.00%+43,861+21.7%Added
Rhumbline Advisers173,740$10.4M0.02%−10,088−5.5%Reduced
Truist Financial Corp165,902$9.97M0.02%−121−0.1%Reduced
Legal & General Group Plc152,235$9.15M0.00%−1,592−1.0%Reduced
Citadel Advisors LLC149,090$8.96M0.01%+109,768+279.2%Added
Nottingham Advisors, Inc.138,028$8.29M1.20%−4,214−3.0%Reduced
Community Bank, N.A.133,421$8.02M1.22%−757−0.6%Reduced
ProShare Advisors LLC128,017$7.69M0.03%−10,193−7.4%Reduced
Swiss National Bank127,800$7.68M0.01%+800+0.6%Added
California Public Employees Retirement System126,639$7.61M0.01%+7,478+6.3%Added
Man Group plc110,698$6.65M0.03%––
New York State Teachers Retirement System106,056$6.37M0.02%00.0%Unchanged
Tudor Investment Corp Et Al102,802$6.18M0.15%+37,277+56.9%Added
Bank of America Corp102,025$6.13M0.00%−102,301−50.1%Reduced
Public Sector Pension Investment Board98,492$5.92M0.05%−1,304−1.3%Reduced
Carnegie Capital Asset Management, LLC94,210$5.66M0.27%+15,652+19.9%Added
Voloridge Investment Management, LLC93,646$5.63M0.03%−10,505−10.1%Reduced
Cubist Systematic Strategies, LLC92,673$5.57M0.04%+38,368+70.7%Added
TD Asset Management Inc80,000$4.88M0.01%+33,600+72.4%Added
Alliancebernstein L.P.80,532$4.84M0.00%+44+0.1%Added
Renaissance Technologies LLC79,108$4.75M0.01%+39,800+101.3%Added
Credit Suisse AG74,887$4.50M0.01%−226−0.3%Reduced
Nicholas Company, Inc.73,900$4.44M0.10%+17,150+30.2%Added
California State Teachers Retirement System67,478$4.05M0.01%−1,374−2.0%Reduced
GW&K Investment Management, LLC66,641$4.00M0.04%−7,638−10.3%Reduced
Logan Capital Management Inc60,200$3.62M0.22%00.0%Unchanged
Great West Life Assurance Co59,782$3.59M0.01%+6,757+12.7%Added
First Trust Advisors LP57,839$3.48M0.00%−22,460−28.0%Reduced
Thrivent Financial for Lutherans55,544$3.34M0.01%+2,579+4.9%Added
Prudential Financial Inc54,596$3.28M0.01%−480−0.9%Reduced
Algert Global LLC53,710$3.23M0.20%+11,992+28.7%Added
Russell Investments Group, Ltd.49,446$2.97M0.01%+1,065+2.2%Added
UBS Asset Management Americas Inc49,270$2.96M0.00%−13,855−21.9%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys48,956$2.94M0.03%−188−0.4%Reduced
Yousif Capital Management, LLC43,281$2.60M0.04%−917−2.1%Reduced
Allspring Global Investments Holdings, LLC43,249$2.60M0.00%−6,193−12.5%Reduced
Comerica Bank41,137$2.48M0.02%−4,800−10.4%Reduced
Texas Permanent School Fund38,648$2.32M0.04%−317−0.8%Reduced
New York State Common Retirement Fund38,200$2.29M0.00%−130.0%Reduced
FMR LLC38,001$2.28M0.00%+14,564+62.1%Added
Voya Investment Management LLC37,902$2.28M0.00%−32,469−46.1%Reduced
Wells Fargo & Company37,287$2.24M0.00%+1,433+4.0%Added
State of Alaska, Department of Revenue37,221$2.24M0.03%−3,558−8.7%Reduced
State of New Jersey Common Pension Fund D34,581$2.08M0.01%00.0%Unchanged
Susquehanna International Group, LLP33,806$2.03M0.00%+20,301+150.3%Added
State of Tennessee, Treasury Department32,223$1.94M0.01%+5,581+20.9%Added
ExodusPoint Capital Management, LP31,932$1.92M0.03%+18,999+146.9%Added
Jacobi Capital Management LLC30,921$1.86M0.25%00.0%Unchanged
Holocene Advisors, LP30,576$1.84M0.01%−11,323−27.0%Reduced
Susquehanna Fundamental Investments, LLC29,782$1.79M0.03%+29,782New
BNP Paribas Arbitrage, SA29,759$1.79M0.00%+9,749+48.7%Added
American International Group, Inc.29,276$1.76M0.01%+305+1.1%Added
Janney Montgomery Scott LLC28,761$1.73M0.01%+2,404+9.1%Added
MetLife Investment Management27,913$1.68M0.01%−35−0.1%Reduced
Raymond James Financial Services Advisors, Inc.27,550$1.66M0.00%+22+0.1%Added
Commonwealth Equity Services, LLC27,344$1.64M0.00%−16−0.1%Reduced
Canandaigua National Corp26,855$1.61M0.29%00.0%Unchanged
Citigroup Inc26,176$1.57M0.00%+1,338+5.4%Added
Deutsche Bank AG25,928$1.56M0.00%−4,307−14.2%Reduced
Louisiana State Employees Retirement System25,700$1.54M0.05%−400−1.5%Reduced
Price T Rowe Associates Inc25,031$1.50M0.00%+3,409+15.8%Added
Nisa Investment Advisors, LLC24,973$1.50M0.01%+33+0.1%Added
Barclays PLC24,882$1.50M0.00%−1,359−5.2%Reduced
Amalgamated Bank24,543$1.48M0.01%+375+1.6%Added
Berkshire Asset Management LLC23,669$1.42M0.10%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.22,603$1.36M0.00%+6,800+43.0%Added
Maryland State Retirement & Pension System21,973$1.32M0.11%+128+0.6%Added
Pathway Financial Advisors LLC21,590$1.30M0.45%−843−3.8%Reduced
State Board of Administration of Florida Retirement System21,568$1.30M0.00%−200−0.9%Reduced
State of Wisconsin Investment Board21,548$1.29M0.00%−3,424−13.7%Reduced
Qube Research & Technologies Ltd20,657$1.24M0.01%+20,657New
Bahl & Gaynor Inc20,428$1.23M0.01%−509−2.4%Reduced
Manufacturers Life Insurance Company, The20,412$1.23M0.00%−249−1.2%Reduced
HighTower Advisors, LLC19,863$1.20M0.00%−590−2.9%Reduced
Anchor Capital Advisors LLC18,931$1.14M0.03%+55+0.3%Added
Jane Street Group, LLC18,432$1.11M0.00%+10,083+120.8%Added