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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,797 | $468.0K | 0.00% | +950+13.9% | Added |
| SG Americas Securities, LLC | 7,891 | $474.0K | 0.01% | −3,938−33.3% | Reduced |
| Resources Management Corp | 8,250 | $496.0K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 8,314 | $500.0K | 0.00% | +44+0.5% | Added |
| American Century Companies Inc | 8,316 | $500.0K | 0.00% | +769+10.2% | Added |
| Hanson & Doremus Investment Management | 8,556 | $514.0K | 0.13% | −455−5.0% | Reduced |
| Occudo Quantitative Strategies LP | 8,629 | $518.0K | 0.04% | −16,741−66.0% | Reduced |
| Handelsbanken Fonder AB | 8,716 | $524.0K | 0.00% | −1,800−17.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,711 | $524.0K | 0.01% | +4,921+129.8% | Added |
| NBT Bank N A | 9,482 | $569.0K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,629 | $578.0K | 0.00% | −46−0.5% | Reduced |
| Aquatic Capital Management LLC | 9,700 | $583.0K | 0.06% | +8,900+1,112.5% | Added |
| DekaBank Deutsche Girozentrale | 10,078 | $612.0K | 0.00% | +10,078 | New |
| HSBC Holdings PLC | 10,218 | $622.0K | 0.00% | +10,218 | New |
| Mutual of America Capital Management LLC | 10,690 | $642.0K | 0.01% | +1,637+18.1% | Added |
| Meridian Wealth Partners, LLC | 10,883 | $654.0K | 0.16% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,884 | $654.0K | 0.00% | +19+0.2% | Added |
| Strategic Financial Services, Inc, | 11,032 | $663.0K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,069 | $665.0K | 0.00% | +1,975+21.7% | Added |
| AlphaCrest Capital Management LLC | 11,088 | $666.0K | 0.04% | −1,478−11.8% | Reduced |
| Natixis Advisors, L.P. | 11,151 | $670.0K | 0.00% | +765+7.4% | Added |
| Rafferty Asset Management, LLC | 11,637 | $699.0K | 0.01% | −2,433−17.3% | Reduced |
| Victory Capital Management Inc | 11,804 | $709.0K | 0.00% | −475−3.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,064 | $724.8K | 0.07% | +12,064 | New |
| Hamel Associates, Inc. | 12,625 | $759.0K | 0.30% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 12,989 | $780.0K | 0.02% | −4,106−24.0% | Reduced |
| Alberta Investment Management Corp | 13,056 | $784.0K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 13,067 | $785.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 12,121 | $791.0K | 0.00% | +61+0.5% | Added |
| Lido Advisors, LLC | 13,181 | $791.0K | 0.02% | +8,211+165.2% | Added |
| Empire Life Investments Inc. | 13,281 | $798.0K | 0.06% | +147+1.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,464 | $809.0K | 0.00% | +5,833+76.4% | Added |
| D. E. Shaw & Co., Inc. | 13,727 | $825.0K | 0.00% | −23,606−63.2% | Reduced |
| Versor Investments LP | 13,904 | $835.0K | 0.05% | +13,904 | New |
| Raymond James & Associates | 14,244 | $856.0K | 0.00% | +74+0.5% | Added |
| Arizona State Retirement System | 14,650 | $880.0K | 0.01% | +49+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 14,743 | $885.0K | 0.01% | −5,020−25.4% | Reduced |
| Royal Bank of Canada | 15,190 | $912.0K | 0.00% | −2,573−14.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,600 | $937.0K | 0.09% | +15,600 | New |
| Teachers Retirement System of the State of Kentucky | 16,166 | $971.0K | 0.01% | +16,166 | New |
| Teacher Retirement System of Texas | 16,310 | $980.0K | 0.01% | +7,704+89.5% | Added |
| Laurus Investment Counsel Inc. | 12,070 | $994.0K | 0.36% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 17,434 | $1.05M | 0.00% | +419+2.5% | Added |
| LPL Financial LLC | 17,480 | $1.05M | 0.00% | +10.0% | Added |
| Oregon Public Employees Retirement Fund | 17,833 | $1.07M | 0.02% | +186+1.1% | Added |
| Alliance Wealth Advisors, LLC | 17,855 | $1.07M | 1.00% | 00.0% | Unchanged |
| UBS Group AG | 18,024 | $1.08M | 0.00% | +14,795+458.2% | Added |
| Los Angeles Capital Management LLC | 18,204 | $1.09M | 0.01% | +12,100+198.2% | Added |
| Baystate Wealth Management LLC | 18,304 | $1.10M | 0.11% | +122+0.7% | Added |
| Jane Street Group, LLC | 18,432 | $1.11M | 0.00% | +10,083+120.8% | Added |
| Anchor Capital Advisors LLC | 18,931 | $1.14M | 0.03% | +55+0.3% | Added |
| HighTower Advisors, LLC | 19,863 | $1.20M | 0.00% | −590−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 20,412 | $1.23M | 0.00% | −249−1.2% | Reduced |
| Bahl & Gaynor Inc | 20,428 | $1.23M | 0.01% | −509−2.4% | Reduced |
| Qube Research & Technologies Ltd | 20,657 | $1.24M | 0.01% | +20,657 | New |
| State of Wisconsin Investment Board | 21,548 | $1.29M | 0.00% | −3,424−13.7% | Reduced |
| State Board of Administration of Florida Retirement System | 21,568 | $1.30M | 0.00% | −200−0.9% | Reduced |
| Pathway Financial Advisors LLC | 21,590 | $1.30M | 0.45% | −843−3.8% | Reduced |
| Maryland State Retirement & Pension System | 21,973 | $1.32M | 0.11% | +128+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,603 | $1.36M | 0.00% | +6,800+43.0% | Added |
| Berkshire Asset Management LLC | 23,669 | $1.42M | 0.10% | 00.0% | Unchanged |
| Amalgamated Bank | 24,543 | $1.48M | 0.01% | +375+1.6% | Added |
| Barclays PLC | 24,882 | $1.50M | 0.00% | −1,359−5.2% | Reduced |
| Nisa Investment Advisors, LLC | 24,973 | $1.50M | 0.01% | +33+0.1% | Added |
| Price T Rowe Associates Inc | 25,031 | $1.50M | 0.00% | +3,409+15.8% | Added |
| Louisiana State Employees Retirement System | 25,700 | $1.54M | 0.05% | −400−1.5% | Reduced |
| Deutsche Bank AG | 25,928 | $1.56M | 0.00% | −4,307−14.2% | Reduced |
| Citigroup Inc | 26,176 | $1.57M | 0.00% | +1,338+5.4% | Added |
| Canandaigua National Corp | 26,855 | $1.61M | 0.29% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,344 | $1.64M | 0.00% | −16−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,550 | $1.66M | 0.00% | +22+0.1% | Added |
| MetLife Investment Management | 27,913 | $1.68M | 0.01% | −35−0.1% | Reduced |
| Janney Montgomery Scott LLC | 28,761 | $1.73M | 0.01% | +2,404+9.1% | Added |
| American International Group, Inc. | 29,276 | $1.76M | 0.01% | +305+1.1% | Added |
| BNP Paribas Arbitrage, SA | 29,759 | $1.79M | 0.00% | +9,749+48.7% | Added |
| Susquehanna Fundamental Investments, LLC | 29,782 | $1.79M | 0.03% | +29,782 | New |
| Holocene Advisors, LP | 30,576 | $1.84M | 0.01% | −11,323−27.0% | Reduced |
| Jacobi Capital Management LLC | 30,921 | $1.86M | 0.25% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 31,932 | $1.92M | 0.03% | +18,999+146.9% | Added |
| State of Tennessee, Treasury Department | 32,223 | $1.94M | 0.01% | +5,581+20.9% | Added |
| Susquehanna International Group, LLP | 33,806 | $2.03M | 0.00% | +20,301+150.3% | Added |
| State of New Jersey Common Pension Fund D | 34,581 | $2.08M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 37,221 | $2.24M | 0.03% | −3,558−8.7% | Reduced |
| Wells Fargo & Company | 37,287 | $2.24M | 0.00% | +1,433+4.0% | Added |
| Voya Investment Management LLC | 37,902 | $2.28M | 0.00% | −32,469−46.1% | Reduced |
| FMR LLC | 38,001 | $2.28M | 0.00% | +14,564+62.1% | Added |
| New York State Common Retirement Fund | 38,200 | $2.29M | 0.00% | −130.0% | Reduced |
| Texas Permanent School Fund | 38,648 | $2.32M | 0.04% | −317−0.8% | Reduced |
| Comerica Bank | 41,137 | $2.48M | 0.02% | −4,800−10.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 43,249 | $2.60M | 0.00% | −6,193−12.5% | Reduced |
| Yousif Capital Management, LLC | 43,281 | $2.60M | 0.04% | −917−2.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 48,956 | $2.94M | 0.03% | −188−0.4% | Reduced |
| UBS Asset Management Americas Inc | 49,270 | $2.96M | 0.00% | −13,855−21.9% | Reduced |
| Russell Investments Group, Ltd. | 49,446 | $2.97M | 0.01% | +1,065+2.2% | Added |
| Algert Global LLC | 53,710 | $3.23M | 0.20% | +11,992+28.7% | Added |
| Prudential Financial Inc | 54,596 | $3.28M | 0.01% | −480−0.9% | Reduced |
| Thrivent Financial for Lutherans | 55,544 | $3.34M | 0.01% | +2,579+4.9% | Added |
| First Trust Advisors LP | 57,839 | $3.48M | 0.00% | −22,460−28.0% | Reduced |
| Great West Life Assurance Co | 59,782 | $3.59M | 0.01% | +6,757+12.7% | Added |
| Logan Capital Management Inc | 60,200 | $3.62M | 0.22% | 00.0% | Unchanged |