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 |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 6,810 | $429.0K | 0.04% | +890+15.0% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $430.2K | 0.19% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,195 | $452.9K | 0.02% | +7,195 | New |
| Burns J W & Co Inc | 7,414 | $467.0K | 0.09% | +4+0.1% | Added |
| Advisors Asset Management, Inc. | 7,621 | $479.7K | 0.01% | −5,368−41.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 7,653 | $481.8K | 0.20% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 7,918 | $498.0K | 0.01% | +27+0.3% | Added |
| Advisor Group Holdings, Inc. | 8,018 | $505.4K | 0.00% | +1,577+24.5% | Added |
| Resources Management Corp | 8,250 | $519.0K | 0.08% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,716 | $549.0K | 0.00% | 00.0% | Unchanged |
| Acrisure Capital Management, LLC | 9,049 | $569.6K | 0.63% | +9,049 | New |
| Gsa Capital Partners LLP | 9,192 | $579.0K | 0.07% | +9,192 | New |
| Qube Research & Technologies Ltd | 9,300 | $585.4K | 0.00% | −11,357−55.0% | Reduced |
| Hanson & Doremus Investment Management | 9,382 | $591.0K | 0.13% | +826+9.7% | Added |
| The PNC Financial Services Group, Inc. | 9,631 | $606.3K | 0.00% | +20.0% | Added |
| American Century Companies Inc | 9,911 | $623.9K | 0.00% | +1,595+19.2% | Added |
| DekaBank Deutsche Girozentrale | 10,078 | $635.0K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 10,404 | $655.0K | 0.01% | −21,528−67.4% | Reduced |
| Alberta Investment Management Corp | 10,872 | $684.4K | 0.01% | −2,184−16.7% | Reduced |
| Janus Henderson Group PLC | 10,884 | $684.7K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 10,887 | $685.3K | 0.16% | +40.0% | Added |
| Strategic Financial Services, Inc, | 11,032 | $694.5K | 0.06% | 00.0% | Unchanged |
| Stifel Financial Corp | 11,134 | $700.9K | 0.00% | +65+0.6% | Added |
| Mutual of America Capital Management LLC | 11,261 | $708.9K | 0.01% | +571+5.3% | Added |
| Rafferty Asset Management, LLC | 11,606 | $730.6K | 0.01% | −31−0.3% | Reduced |
| Jefferies Financial Group Inc. | 11,700 | $736.5K | 0.01% | +11,700 | New |
| Ergoteles LLC | 11,728 | $738.3K | 0.03% | +11,728 | New |
| Wellington Management Group LLP | 12,188 | $767.2K | 0.00% | +12,188 | New |
| Hamel Associates, Inc. | 12,625 | $794.7K | 0.28% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 12,793 | $805.0K | 0.01% | −3,517−21.6% | Reduced |
| Ensign Peak Advisors, Inc | 13,167 | $828.9K | 0.00% | +100+0.8% | Added |
| Empire Life Investments Inc. | 13,251 | $834.0K | 0.06% | −30−0.2% | Reduced |
| Squarepoint Ops LLC | 13,366 | $841.4K | 0.01% | +13,366 | New |
| Cambridge Investment Research Advisors, Inc. | 13,479 | $848.0K | 0.00% | +15+0.1% | Added |
| Raymond James & Associates | 13,844 | $871.5K | 0.00% | −400−2.8% | Reduced |
| Renaissance Technologies LLC | 14,403 | $907.0K | 0.00% | −64,705−81.8% | Reduced |
| Arizona State Retirement System | 15,161 | $954.4K | 0.01% | +511+3.5% | Added |
| Bahl & Gaynor Inc | 15,313 | $964.0K | 0.01% | −5,115−25.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,166 | $1.02M | 0.01% | 00.0% | Unchanged |
| Laurus Investment Counsel Inc. | 12,350 | $1.05M | 0.39% | +280+2.3% | Added |
| LPL Financial LLC | 16,897 | $1.06M | 0.00% | −583−3.3% | Reduced |
| PDT Partners, LLC | 17,211 | $1.08M | 0.18% | +11,672+210.7% | Added |
| Ausbil Investment Management Ltd | 16,909 | $1.09M | 0.71% | +16,909 | New |
| Allianz Asset Management GmbH | 17,300 | $1.09M | 0.00% | +17,300 | New |
| Los Angeles Capital Management LLC | 17,384 | $1.09M | 0.01% | −820−4.5% | Reduced |
| Envestnet Asset Management Inc | 17,610 | $1.11M | 0.00% | +176+1.0% | Added |
| Alliance Wealth Advisors, LLC | 17,855 | $1.12M | 0.94% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 17,880 | $1.13M | 0.01% | +47+0.3% | Added |
| Anchor Capital Advisors LLC | 17,958 | $1.13M | 0.03% | −973−5.1% | Reduced |
| State of Wisconsin Investment Board | 18,198 | $1.15M | 0.00% | −3,350−15.5% | Reduced |
| Lido Advisors, LLC | 18,302 | $1.15M | 0.02% | +5,121+38.9% | Added |
| Baystate Wealth Management LLC | 18,433 | $1.16M | 0.11% | +129+0.7% | Added |
| HighTower Advisors, LLC | 19,873 | $1.25M | 0.00% | +10+0.1% | Added |
| Pathway Financial Advisors LLC | 20,266 | $1.28M | 0.39% | −1,324−6.1% | Reduced |
| Holocene Advisors, LP | 20,577 | $1.30M | 0.01% | −9,999−32.7% | Reduced |
| BNP Paribas Arbitrage, SA | 20,928 | $1.32M | 0.00% | −8,831−29.7% | Reduced |
| Manufacturers Life Insurance Company, The | 21,015 | $1.32M | 0.00% | +603+3.0% | Added |
| State Board of Administration of Florida Retirement System | 21,568 | $1.36M | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 22,000 | $1.38M | 0.01% | +22,000 | New |
| Maryland State Retirement & Pension System | 22,119 | $1.39M | 0.04% | +146+0.7% | Added |
| Voya Investment Management LLC | 22,184 | $1.40M | 0.00% | −15,718−41.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,876 | $1.44M | 0.00% | +273+1.2% | Added |
| Wesbanco Bank Inc | 23,121 | $1.46M | 0.06% | +23,121 | New |
| D. E. Shaw & Co., Inc. | 23,305 | $1.47M | 0.00% | +9,578+69.8% | Added |
| Berkshire Asset Management LLC | 23,642 | $1.49M | 0.10% | −27−0.1% | Reduced |
| HSBC Holdings PLC | 24,280 | $1.52M | 0.00% | +14,062+137.6% | Added |
| Bank of Montreal | 24,306 | $1.53M | 0.00% | +12,185+100.5% | Added |
| Susquehanna Fundamental Investments, LLC | 24,423 | $1.54M | 0.03% | −5,359−18.0% | Reduced |
| Amalgamated Bank | 24,483 | $1.54M | 0.01% | −60−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 24,973 | $1.57M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 25,435 | $1.60M | 0.00% | +7,411+41.1% | Added |
| Louisiana State Employees Retirement System | 25,500 | $1.60M | 0.04% | −200−0.8% | Reduced |
| Price T Rowe Associates Inc | 25,924 | $1.63M | 0.00% | +893+3.6% | Added |
| Canandaigua National Corp | 26,855 | $1.69M | 0.29% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 27,548 | $1.73M | 0.00% | +204+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,727 | $1.75M | 0.00% | +177+0.6% | Added |
| MetLife Investment Management | 27,913 | $1.76M | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 29,047 | $1.83M | 0.01% | −229−0.8% | Reduced |
| Cubist Systematic Strategies, LLC | 29,164 | $1.84M | 0.02% | −63,509−68.5% | Reduced |
| Victory Capital Management Inc | 30,966 | $1.95M | 0.00% | +19,162+162.3% | Added |
| State of Tennessee, Treasury Department | 31,156 | $1.96M | 0.01% | −1,067−3.3% | Reduced |
| Janney Montgomery Scott LLC | 31,246 | $1.97M | 0.01% | +2,485+8.6% | Added |
| Susquehanna International Group, LLP | 31,378 | $1.98M | 0.00% | −2,428−7.2% | Reduced |
| Jacobi Capital Management LLC | 31,628 | $1.99M | 0.25% | +707+2.3% | Added |
| Comerica Bank | 31,803 | $2.00M | 0.02% | −9,334−22.7% | Reduced |
| Citigroup Inc | 32,527 | $2.05M | 0.00% | +6,351+24.3% | Added |
| Jacobs Asset Management, LLC | 33,119 | $2.08M | 1.02% | +33,119 | New |
| Yousif Capital Management, LLC | 34,101 | $2.15M | 0.03% | −9,180−21.2% | Reduced |
| State of New Jersey Common Pension Fund D | 34,581 | $2.18M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 35,011 | $2.20M | 0.00% | +10,129+40.7% | Added |
| Wells Fargo & Company | 35,256 | $2.22M | 0.00% | −2,031−5.4% | Reduced |
| Texas Permanent School Fund | 36,125 | $2.27M | 0.03% | −2,523−6.5% | Reduced |
| State of Alaska, Department of Revenue | 37,423 | $2.35M | 0.03% | +202+0.5% | Added |
| New York State Common Retirement Fund | 38,200 | $2.40M | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 40,248 | $2.53M | 0.00% | −3,001−6.9% | Reduced |
| FMR LLC | 43,026 | $2.71M | 0.00% | +5,025+13.2% | Added |
| Waterford Advisors, LLC | 44,863 | $2.82M | 1.64% | +44,863 | New |
| Russell Investments Group, Ltd. | 47,532 | $2.99M | 0.01% | −1,914−3.9% | Reduced |
| UBS Asset Management Americas Inc | 52,068 | $3.28M | 0.00% | +2,798+5.7% | Added |
| Royal Bank of Canada | 52,696 | $3.32M | 0.00% | +37,506+246.9% | Added |