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 |
|---|---|---|---|---|---|
| GW&K Investment Management, LLC | 66,641 | $4.00M | 0.04% | −7,638−10.3% | Reduced |
| California State Teachers Retirement System | 67,478 | $4.05M | 0.01% | −1,374−2.0% | Reduced |
| Nicholas Company, Inc. | 73,900 | $4.44M | 0.10% | +17,150+30.2% | Added |
| Credit Suisse AG | 74,887 | $4.50M | 0.01% | −226−0.3% | Reduced |
| Renaissance Technologies LLC | 79,108 | $4.75M | 0.01% | +39,800+101.3% | Added |
| Alliancebernstein L.P. | 80,532 | $4.84M | 0.00% | +44+0.1% | Added |
| TD Asset Management Inc | 80,000 | $4.88M | 0.01% | +33,600+72.4% | Added |
| Cubist Systematic Strategies, LLC | 92,673 | $5.57M | 0.04% | +38,368+70.7% | Added |
| Voloridge Investment Management, LLC | 93,646 | $5.63M | 0.03% | −10,505−10.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 94,210 | $5.66M | 0.27% | +15,652+19.9% | Added |
| Public Sector Pension Investment Board | 98,492 | $5.92M | 0.05% | −1,304−1.3% | Reduced |
| Bank of America Corp | 102,025 | $6.13M | 0.00% | −102,301−50.1% | Reduced |
| Tudor Investment Corp Et Al | 102,802 | $6.18M | 0.15% | +37,277+56.9% | Added |
| New York State Teachers Retirement System | 106,056 | $6.37M | 0.02% | 00.0% | Unchanged |
| Man Group plc | 110,698 | $6.65M | 0.03% | – | – |
| California Public Employees Retirement System | 126,639 | $7.61M | 0.01% | +7,478+6.3% | Added |
| Swiss National Bank | 127,800 | $7.68M | 0.01% | +800+0.6% | Added |
| ProShare Advisors LLC | 128,017 | $7.69M | 0.03% | −10,193−7.4% | Reduced |
| Community Bank, N.A. | 133,421 | $8.02M | 1.22% | −757−0.6% | Reduced |
| Nottingham Advisors, Inc. | 138,028 | $8.29M | 1.20% | −4,214−3.0% | Reduced |
| Citadel Advisors LLC | 149,090 | $8.96M | 0.01% | +109,768+279.2% | Added |
| Legal & General Group Plc | 152,235 | $9.15M | 0.00% | −1,592−1.0% | Reduced |
| Truist Financial Corp | 165,902 | $9.97M | 0.02% | −121−0.1% | Reduced |
| Rhumbline Advisers | 173,740 | $10.4M | 0.02% | −10,088−5.5% | Reduced |
| JPMorgan Chase & Co | 246,352 | $14.8M | 0.00% | +43,861+21.7% | Added |
| Nuveen Asset Management, LLC | 316,211 | $19.0M | 0.01% | +9,672+3.2% | Added |
| NFJ Investment Group, LLC | 413,147 | $19.8M | 0.53% | +314,175+317.4% | Added |
| Principal Financial Group Inc | 331,139 | $19.9M | 0.02% | −1,656−0.5% | Reduced |
| Segall Bryant & Hamill, LLC | 333,644 | $20.0M | 0.24% | +7,604+2.3% | Added |
| Public Employees Retirement Association of Colorado | 378,503 | $22.7M | 0.13% | 00.0% | Unchanged |
| Millennium Management LLC | 381,278 | $22.9M | 0.03% | +371,131+3,657.5% | Added |
| Morgan Stanley | 393,217 | $23.6M | 0.00% | +17,953+4.8% | Added |
| Federated Hermes, Inc. | 393,620 | $23.6M | 0.07% | +135,657+52.6% | Added |
| Waldron Private Wealth LLC | 421,790 | $25.5M | 1.59% | 00.0% | Unchanged |
| Invesco Ltd. | 486,177 | $29.2M | 0.01% | +3,078+0.6% | Added |
| Charles Schwab Investment Management Inc | 493,730 | $29.7M | 0.01% | +16,832+3.5% | Added |
| Norges Bank | 509,526 | $30.6M | 0.01% | +22,669+4.7% | Added |
| Ameriprise Financial Inc | 572,222 | $34.4M | 0.01% | −13,798−2.4% | Reduced |
| Northern Trust Corp | 580,530 | $34.9M | 0.01% | −2,385−0.4% | Reduced |
| Bank of New York Mellon Corp | 594,581 | $35.7M | 0.01% | +13,512+2.3% | Added |
| Goldman Sachs Group Inc | 713,541 | $42.9M | 0.01% | −93,610−11.6% | Reduced |
| Champlain Investment Partners, LLC | 897,165 | $53.9M | 0.37% | −13,110−1.4% | Reduced |
| Eaton Vance Management | 917,873 | $55.1M | 0.08% | +254,734+38.4% | Added |
| Geode Capital Management, LLC | 947,465 | $56.9M | 0.01% | +4200.0% | Added |
| Dimensional Fund Advisors LP | 1,186,348 | $71.3M | 0.03% | +2,644+0.2% | Added |
| Neuberger Berman Group LLC | 2,538,399 | $152.5M | 0.16% | −23,331−0.9% | Reduced |
| State Street Corp | 5,406,616 | $327.2M | 0.02% | −205,158−3.7% | Reduced |
| Vanguard Group Inc | 6,521,304 | $391.8M | 0.01% | +65,454+1.0% | Added |
| BlackRock Inc. | 7,942,776 | $477.2M | 0.02% | +33,397+0.4% | Added |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −49,905−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −42,381−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −23,121−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,846−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,629−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −3,254−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −2,965−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,644−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −1,442−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −192−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| US Asset Management LLC | – | – | – | – | Not filed |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |