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, Q1 2023
Institutional positions in Community Financial System, Inc. as of Mar 31, 2023. 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
- 245
- −7 vs. Q4 2022
- Shares held
- 39.2M
- +648.9K (+1.7%) vs. Q4 2022
- Total value
- $2.06B
- −$367.9M (−15.1%) vs. Q4 2022
- New holders
- 26
- 87 more added
- Sold out
- 33
- 82 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 7,893,561 | $414.3M | 0.01% | +11,833+0.2% | Added |
| Vanguard Group Inc | 6,660,847 | $349.6M | 0.01% | +6,814+0.1% | Added |
| State Street Corp | 5,690,269 | $301.2M | 0.02% | +470,564+9.0% | Added |
| Neuberger Berman Group LLC | 2,669,823 | $140.1M | 0.13% | +161,448+6.4% | Added |
| Morgan Stanley | 1,525,980 | $80.1M | 0.01% | +3,077+0.2% | Added |
| Dimensional Fund Advisors LP | 1,235,307 | $64.8M | 0.02% | +32,218+2.7% | Added |
| Geode Capital Management, LLC | 1,020,099 | $53.5M | 0.01% | +35,525+3.6% | Added |
| Champlain Investment Partners, LLC | 935,255 | $49.1M | 0.31% | −17,515−1.8% | Reduced |
| Goldman Sachs Group Inc | 625,501 | $32.8M | 0.01% | −67,494−9.7% | Reduced |
| Bank of New York Mellon Corp | 589,630 | $30.9M | 0.01% | −15,680−2.6% | Reduced |
| Northern Trust Corp | 584,270 | $30.7M | 0.01% | −6,643−1.1% | Reduced |
| Ameriprise Financial Inc | 569,469 | $29.9M | 0.01% | +11,847+2.1% | Added |
| Norges Bank | 556,264 | $29.2M | 0.01% | +16,174+3.0% | Added |
| Charles Schwab Investment Management Inc | 518,110 | $27.2M | 0.01% | +9,197+1.8% | Added |
| Waldron Private Wealth LLC | 424,368 | $22.5M | 1.09% | +2,578+0.6% | Added |
| Nuveen Asset Management, LLC | 421,531 | $22.1M | 0.01% | +47,683+12.8% | Added |
| Public Employees Retirement Association of Colorado | 385,188 | $20.2M | 0.10% | +3,876+1.0% | Added |
| Federated Hermes, Inc. | 356,418 | $18.7M | 0.05% | +6,449+1.8% | Added |
| Principal Financial Group Inc | 324,513 | $17.0M | 0.01% | −3,670−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 291,977 | $15.3M | 0.17% | −3,900−1.3% | Reduced |
| JPMorgan Chase & Co | 230,906 | $12.1M | 0.00% | +158,768+220.1% | Added |
| Invesco Ltd. | 210,794 | $11.1M | 0.00% | −272,261−56.4% | Reduced |
| Citadel Advisors LLC | 193,745 | $10.2M | 0.01% | +24,919+14.8% | Added |
| Rhumbline Advisers | 173,198 | $9.09M | 0.01% | −1,657−0.9% | Reduced |
| ProShare Advisors LLC | 164,374 | $8.63M | 0.03% | +16,148+10.9% | Added |
| Bank of America Corp | 159,723 | $8.38M | 0.00% | +29,545+22.7% | Added |
| Legal & General Group Plc | 156,643 | $8.22M | 0.00% | +1,800+1.2% | Added |
| Nottingham Advisors, Inc. | 137,972 | $7.24M | 0.96% | −680.0% | Reduced |
| Truist Financial Corp | 137,734 | $7.23M | 0.01% | −1,647−1.2% | Reduced |
| Community Bank, N.A. | 132,665 | $6.96M | 0.94% | −1,233−0.9% | Reduced |
| Millennium Management LLC | 120,895 | $6.35M | 0.01% | −65,113−35.0% | Reduced |
| California Public Employees Retirement System | 120,088 | $6.30M | 0.01% | −6,109−4.8% | Reduced |
| Deutsche Bank AG | 117,914 | $6.19M | 0.00% | +2,482+2.2% | Added |
| Swiss National Bank | 115,900 | $6.08M | 0.00% | −13,900−10.7% | Reduced |
| New York State Teachers Retirement System | 105,556 | $5.54M | 0.01% | −200−0.2% | Reduced |
| Voloridge Investment Management, LLC | 104,459 | $5.48M | 0.03% | +26,285+33.6% | Added |
| Tudor Investment Corp Et Al | 101,713 | $5.34M | 0.10% | +10,263+11.2% | Added |
| Jacobs Asset Management, LLC | 100,000 | $5.25M | 3.05% | +66,881+201.9% | Added |
| Credit Suisse AG | 95,748 | $5.03M | 0.01% | +4,019+4.4% | Added |
| Public Sector Pension Investment Board | 94,511 | $4.96M | 0.04% | −3,246−3.3% | Reduced |
| TD Asset Management Inc | 91,300 | $4.79M | 0.01% | +2,400+2.7% | Added |
| Man Group plc | – | $4.33M | 0.02% | – | – |
| NFJ Investment Group, LLC | 77,143 | $4.05M | 0.11% | +13,621+21.4% | Added |
| Ergoteles LLC | 74,939 | $3.93M | 0.15% | +63,211+539.0% | Added |
| Alliancebernstein L.P. | 72,648 | $3.81M | 0.00% | −7,932−9.8% | Reduced |
| California State Teachers Retirement System | 67,074 | $3.52M | 0.01% | −996−1.5% | Reduced |
| GW&K Investment Management, LLC | 65,576 | $3.44M | 0.03% | −805−1.2% | Reduced |
| Logan Capital Management Inc | 60,200 | $3.16M | 0.15% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 59,370 | $3.12M | 0.01% | +4,252+7.7% | Added |
| First Trust Advisors LP | 57,761 | $3.03M | 0.00% | −4,244−6.8% | Reduced |
| UBS Asset Management Americas Inc | 57,156 | $3.00M | 0.00% | +5,088+9.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 56,898 | $2.99M | 0.03% | −609−1.1% | Reduced |
| Prudential Financial Inc | 52,391 | $2.75M | 0.00% | −1,810−3.3% | Reduced |
| Hamel Associates, Inc. | 52,350 | $2.75M | 0.95% | +39,725+314.7% | Added |
| Great West Life Assurance Co | 51,022 | $2.67M | 0.01% | −3,764−6.9% | Reduced |
| Marshall Wace, LLP | 49,777 | $2.61M | 0.01% | +49,777 | New |
| Texas Permanent School Fund | 48,191 | $2.53M | 0.03% | +12,066+33.4% | Added |
| Russell Investments Group, Ltd. | 47,909 | $2.51M | 0.00% | +377+0.8% | Added |
| Barclays PLC | 47,395 | $2.49M | 0.00% | +12,384+35.4% | Added |
| Wells Fargo & Company | 44,701 | $2.35M | 0.00% | +9,445+26.8% | Added |
| Nicholas Company, Inc. | 44,425 | $2.33M | 0.05% | −29,475−39.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 42,548 | $2.23M | 0.09% | −21,127−33.2% | Reduced |
| HRT Financial LP | 39,289 | $2.06M | 0.03% | +35,419+915.2% | Added |
| FMR LLC | 39,134 | $2.05M | 0.00% | −3,892−9.0% | Reduced |
| State of New Jersey Common Pension Fund D | 38,899 | $2.04M | 0.01% | +4,318+12.5% | Added |
| Canandaigua National Bank & Trust Co | 37,467 | $1.97M | 0.33% | +37,467 | New |
| Royal Bank of Canada | 37,069 | $1.95M | 0.00% | −15,627−29.7% | Reduced |
| State of Alaska, Department of Revenue | 36,805 | $1.93M | 0.02% | −618−1.7% | Reduced |
| Susquehanna International Group, LLP | 36,409 | $1.91M | 0.00% | +5,031+16.0% | Added |
| UBS Group AG | 35,902 | $1.88M | 0.00% | +10,467+41.2% | Added |
| BNP Paribas Arbitrage, SA | 35,659 | $1.87M | 0.00% | +14,731+70.4% | Added |
| Janney Montgomery Scott LLC | 34,468 | $1.81M | 0.01% | +3,222+10.3% | Added |
| State of Tennessee, Treasury Department | 33,389 | $1.75M | 0.01% | +2,233+7.2% | Added |
| Jacobi Capital Management LLC | 32,291 | $1.69M | 0.20% | +663+2.1% | Added |
| HSBC Holdings PLC | 30,634 | $1.59M | 0.00% | +6,354+26.2% | Added |
| Yousif Capital Management, LLC | 30,206 | $1.59M | 0.02% | −3,895−11.4% | Reduced |
| American International Group, Inc. | 29,175 | $1.53M | 0.01% | +128+0.4% | Added |
| Rafferty Asset Management, LLC | 28,345 | $1.49M | 0.01% | +16,739+144.2% | Added |
| Price T Rowe Associates Inc | 28,143 | $1.48M | 0.00% | +2,219+8.6% | Added |
| Commonwealth Equity Services, LLC | 27,931 | $1.47M | 0.00% | +383+1.4% | Added |
| MetLife Investment Management | 27,913 | $1.47M | 0.01% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 27,752 | $1.46M | 0.00% | +27,279+5,767.2% | Added |
| Nisa Investment Advisors, LLC | 27,673 | $1.45M | 0.01% | +2,700+10.8% | Added |
| New York State Common Retirement Fund | 27,600 | $1.45M | 0.00% | −10,600−27.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 26,763 | $1.40M | 0.00% | −964−3.5% | Reduced |
| Louisiana State Employees Retirement System | 25,000 | $1.31M | 0.03% | −500−2.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 24,423 | $1.28M | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 24,419 | $1.28M | 0.00% | −8,108−24.9% | Reduced |
| Janus Henderson Group PLC | 23,753 | $1.24M | 0.00% | +12,869+118.2% | Added |
| Berkshire Asset Management LLC | 23,260 | $1.22M | 0.08% | −382−1.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 23,217 | $1.22M | 0.00% | +341+1.5% | Added |
| Amalgamated Bank | 22,732 | $1.19M | 0.01% | −1,751−7.2% | Reduced |
| HighTower Advisors, LLC | 22,729 | $1.19M | 0.00% | +2,856+14.4% | Added |
| Voya Investment Management LLC | 22,178 | $1.16M | 0.00% | −60.0% | Reduced |
| Maryland State Retirement & Pension System | 21,640 | $1.14M | 0.03% | −479−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 21,568 | $1.13M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 20,882 | $1.10M | 0.00% | −133−0.6% | Reduced |
| Pathway Financial Advisors LLC | 20,131 | $1.06M | 0.36% | −135−0.7% | Reduced |
| Ensign Peak Advisors, Inc | 19,967 | $1.05M | 0.00% | +6,800+51.6% | Added |
| Envestnet Asset Management Inc | 19,906 | $1.04M | 0.00% | +2,296+13.0% | Added |