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, Q4 2022
Institutional positions in Community Financial System, Inc. as of Dec 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
- 254
- +9 vs. Q3 2022
- Shares held
- 38.6M
- +463.0K (+1.2%) vs. Q3 2022
- Total value
- $2.43B
- +$142.2M (+6.2%) vs. Q3 2022
- New holders
- 33
- 86 more added
- Sold out
- 24
- 84 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,881,728 | $496.2M | 0.02% | −61,048−0.8% | Reduced |
| Vanguard Group Inc | 6,654,033 | $418.9M | 0.01% | +132,729+2.0% | Added |
| State Street Corp | 5,219,705 | $330.8M | 0.02% | −186,911−3.5% | Reduced |
| Neuberger Berman Group LLC | 2,508,375 | $157.9M | 0.15% | −30,024−1.2% | Reduced |
| Morgan Stanley | 1,522,903 | $95.9M | 0.01% | +1,129,686+287.3% | Added |
| Dimensional Fund Advisors LP | 1,203,089 | $75.7M | 0.03% | +16,741+1.4% | Added |
| Geode Capital Management, LLC | 984,574 | $62.0M | 0.01% | +37,109+3.9% | Added |
| Champlain Investment Partners, LLC | 952,770 | $60.0M | 0.38% | +55,605+6.2% | Added |
| Goldman Sachs Group Inc | 692,995 | $43.6M | 0.01% | −20,546−2.9% | Reduced |
| Bank of New York Mellon Corp | 605,310 | $38.1M | 0.01% | +10,729+1.8% | Added |
| Northern Trust Corp | 590,913 | $37.2M | 0.01% | +10,383+1.8% | Added |
| Ameriprise Financial Inc | 557,622 | $35.1M | 0.01% | −14,600−2.6% | Reduced |
| Norges Bank | 540,090 | $34.0M | 0.01% | +30,564+6.0% | Added |
| Charles Schwab Investment Management Inc | 508,913 | $32.0M | 0.01% | +15,183+3.1% | Added |
| Invesco Ltd. | 483,055 | $30.4M | 0.01% | −3,122−0.6% | Reduced |
| Waldron Private Wealth LLC | 421,790 | $25.5M | 1.59% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 381,312 | $24.0M | 0.13% | +2,809+0.7% | Added |
| Nuveen Asset Management, LLC | 373,848 | $23.5M | 0.01% | +57,637+18.2% | Added |
| Federated Hermes, Inc. | 349,969 | $22.0M | 0.06% | −43,651−11.1% | Reduced |
| Principal Financial Group Inc | 328,183 | $20.7M | 0.02% | −2,956−0.9% | Reduced |
| Segall Bryant & Hamill, LLC | 295,877 | $18.6M | 0.21% | −37,767−11.3% | Reduced |
| Millennium Management LLC | 186,008 | $11.7M | 0.01% | −195,270−51.2% | Reduced |
| Rhumbline Advisers | 174,855 | $11.0M | 0.01% | +1,115+0.6% | Added |
| Citadel Advisors LLC | 168,826 | $10.6M | 0.01% | +19,736+13.2% | Added |
| Legal & General Group Plc | 154,843 | $9.75M | 0.00% | +2,608+1.7% | Added |
| ProShare Advisors LLC | 148,226 | $9.33M | 0.03% | +20,209+15.8% | Added |
| Truist Financial Corp | 139,381 | $8.77M | 0.02% | −26,521−16.0% | Reduced |
| Nottingham Advisors, Inc. | 138,040 | $8.69M | 1.18% | +120.0% | Added |
| Community Bank, N.A. | 133,898 | $8.43M | 1.17% | +477+0.4% | Added |
| Bank of America Corp | 130,178 | $8.19M | 0.00% | +28,153+27.6% | Added |
| Swiss National Bank | 129,800 | $8.17M | 0.01% | +2,000+1.6% | Added |
| California Public Employees Retirement System | 126,197 | $7.94M | 0.01% | −442−0.3% | Reduced |
| Deutsche Bank AG | 115,432 | $7.27M | 0.00% | +89,504+345.2% | Added |
| New York State Teachers Retirement System | 105,756 | $6.66M | 0.02% | −300−0.3% | Reduced |
| Public Sector Pension Investment Board | 97,757 | $6.15M | 0.05% | −735−0.7% | Reduced |
| Man Group plc | 95,614 | $6.02M | 0.02% | −15,084−13.6% | Reduced |
| Credit Suisse AG | 91,729 | $5.77M | 0.01% | +16,842+22.5% | Added |
| Tudor Investment Corp Et Al | 91,450 | $5.76M | 0.14% | −11,352−11.0% | Reduced |
| TD Asset Management Inc | 88,900 | $5.60M | 0.01% | +8,900+11.1% | Added |
| Alliancebernstein L.P. | 80,580 | $5.07M | 0.00% | +48+0.1% | Added |
| Voloridge Investment Management, LLC | 78,174 | $4.92M | 0.03% | −15,472−16.5% | Reduced |
| Nicholas Company, Inc. | 73,900 | $4.65M | 0.10% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 72,138 | $4.54M | 0.00% | −174,214−70.7% | Reduced |
| California State Teachers Retirement System | 68,070 | $4.29M | 0.01% | +592+0.9% | Added |
| GW&K Investment Management, LLC | 66,381 | $4.18M | 0.04% | −260−0.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 63,675 | $4.01M | 0.17% | −30,535−32.4% | Reduced |
| NFJ Investment Group, LLC | 63,522 | $4.00M | 0.10% | −349,625−84.6% | Reduced |
| First Trust Advisors LP | 62,005 | $3.90M | 0.00% | +4,166+7.2% | Added |
| Logan Capital Management Inc | 60,200 | $3.79M | 0.20% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,507 | $3.62M | 0.03% | +8,551+17.5% | Added |
| Thrivent Financial for Lutherans | 55,118 | $3.47M | 0.01% | −426−0.8% | Reduced |
| Great West Life Assurance Co | 54,786 | $3.45M | 0.01% | −4,996−8.4% | Reduced |
| Prudential Financial Inc | 54,201 | $3.41M | 0.01% | −395−0.7% | Reduced |
| Algert Global LLC | 53,483 | $3.37M | 0.19% | −227−0.4% | Reduced |
| Royal Bank of Canada | 52,696 | $3.32M | 0.00% | +37,506+246.9% | Added |
| UBS Asset Management Americas Inc | 52,068 | $3.28M | 0.00% | +2,798+5.7% | Added |
| Russell Investments Group, Ltd. | 47,532 | $2.99M | 0.01% | −1,914−3.9% | Reduced |
| Waterford Advisors, LLC | 44,863 | $2.82M | 1.64% | +44,863 | New |
| FMR LLC | 43,026 | $2.71M | 0.00% | +5,025+13.2% | Added |
| Allspring Global Investments Holdings, LLC | 40,248 | $2.53M | 0.00% | −3,001−6.9% | Reduced |
| New York State Common Retirement Fund | 38,200 | $2.40M | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 37,423 | $2.35M | 0.03% | +202+0.5% | Added |
| Texas Permanent School Fund | 36,125 | $2.27M | 0.03% | −2,523−6.5% | Reduced |
| Wells Fargo & Company | 35,256 | $2.22M | 0.00% | −2,031−5.4% | Reduced |
| Barclays PLC | 35,011 | $2.20M | 0.00% | +10,129+40.7% | Added |
| State of New Jersey Common Pension Fund D | 34,581 | $2.18M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 34,101 | $2.15M | 0.03% | −9,180−21.2% | Reduced |
| Jacobs Asset Management, LLC | 33,119 | $2.08M | 1.02% | +33,119 | New |
| Citigroup Inc | 32,527 | $2.05M | 0.00% | +6,351+24.3% | Added |
| Comerica Bank | 31,803 | $2.00M | 0.02% | −9,334−22.7% | Reduced |
| Jacobi Capital Management LLC | 31,628 | $1.99M | 0.25% | +707+2.3% | Added |
| Susquehanna International Group, LLP | 31,378 | $1.98M | 0.00% | −2,428−7.2% | Reduced |
| Janney Montgomery Scott LLC | 31,246 | $1.97M | 0.01% | +2,485+8.6% | Added |
| State of Tennessee, Treasury Department | 31,156 | $1.96M | 0.01% | −1,067−3.3% | Reduced |
| Victory Capital Management Inc | 30,966 | $1.95M | 0.00% | +19,162+162.3% | Added |
| Cubist Systematic Strategies, LLC | 29,164 | $1.84M | 0.02% | −63,509−68.5% | Reduced |
| American International Group, Inc. | 29,047 | $1.83M | 0.01% | −229−0.8% | Reduced |
| MetLife Investment Management | 27,913 | $1.76M | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 27,727 | $1.75M | 0.00% | +177+0.6% | Added |
| Commonwealth Equity Services, LLC | 27,548 | $1.73M | 0.00% | +204+0.7% | Added |
| Canandaigua National Corp | 26,855 | $1.69M | 0.29% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 25,924 | $1.63M | 0.00% | +893+3.6% | Added |
| Louisiana State Employees Retirement System | 25,500 | $1.60M | 0.04% | −200−0.8% | Reduced |
| UBS Group AG | 25,435 | $1.60M | 0.00% | +7,411+41.1% | Added |
| Nisa Investment Advisors, LLC | 24,973 | $1.57M | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 24,483 | $1.54M | 0.01% | −60−0.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 24,423 | $1.54M | 0.03% | −5,359−18.0% | Reduced |
| Bank of Montreal | 24,306 | $1.53M | 0.00% | +12,185+100.5% | Added |
| HSBC Holdings PLC | 24,280 | $1.52M | 0.00% | +14,062+137.6% | Added |
| Berkshire Asset Management LLC | 23,642 | $1.49M | 0.10% | −27−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 23,305 | $1.47M | 0.00% | +9,578+69.8% | Added |
| Wesbanco Bank Inc | 23,121 | $1.46M | 0.06% | +23,121 | New |
| Mirae Asset Global Investments Co., Ltd. | 22,876 | $1.44M | 0.00% | +273+1.2% | Added |
| Voya Investment Management LLC | 22,184 | $1.40M | 0.00% | −15,718−41.5% | Reduced |
| Maryland State Retirement & Pension System | 22,119 | $1.39M | 0.04% | +146+0.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 22,000 | $1.38M | 0.01% | +22,000 | New |
| State Board of Administration of Florida Retirement System | 21,568 | $1.36M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 21,015 | $1.32M | 0.00% | +603+3.0% | Added |
| BNP Paribas Arbitrage, SA | 20,928 | $1.32M | 0.00% | −8,831−29.7% | Reduced |
| Holocene Advisors, LP | 20,577 | $1.30M | 0.01% | −9,999−32.7% | Reduced |