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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.

Institutional holdersQ1 2023: 245 institutions
Q1 2021: 211 institutionsQ2 2021: 221 institutionsQ3 2021: 237 institutionsQ4 2021: 244 institutionsQ1 2022: 244 institutionsQ2 2022: 240 institutionsQ3 2022: 249 institutionsQ4 2022: 254 institutionsQ1 2023: 245 institutionsQ2 2023: 222 institutionsQ3 2023: 236 institutionsQ4 2023: 245 institutionsQ1 2024: 235 institutionsQ2 2024: 245 institutionsQ3 2024: 255 institutionsQ4 2024: 254 institutionsQ1 2025: 267 institutionsQ2 2025: 259 institutionsQ3 2025: 255 institutionsQ4 2025: 264 institutionsQ1 2026: 265 institutionsQ2 2026: 280 institutions
Value heldQ1 2023: $2.06B
Q1 2021: $2.94BQ2 2021: $2.89BQ3 2021: $2.60BQ4 2021: $2.81BQ1 2022: $2.65BQ2 2022: $2.41BQ3 2022: $2.35BQ4 2022: $2.43BQ1 2023: $2.06BQ2 2023: $1.92BQ3 2023: $1.69BQ4 2023: $2.05BQ1 2024: $1.83BQ2 2024: $1.78BQ3 2024: $2.18BQ4 2024: $2.38BQ1 2025: $2.21BQ2 2025: $2.23BQ3 2025: $2.30BQ4 2025: $2.30BQ1 2026: $2.35BQ2 2026: $2.75B
Institutions holding CBU and their total value by quarter
QuarterHoldersValue
Q2 2026280$2.75B
Q1 2026265$2.35B
Q4 2025264$2.30B
Q3 2025255$2.30B
Q2 2025259$2.23B
Q1 2025267$2.21B
Q4 2024254$2.38B
Q3 2024255$2.18B
Q2 2024245$1.78B
Q1 2024235$1.83B
Q4 2023245$2.05B
Q3 2023236$1.69B
Q2 2023222$1.92B
Q1 2023245$2.06B
Q4 2022254$2.43B
Q3 2022249$2.35B
Q2 2022240$2.41B
Q1 2022244$2.65B
Q4 2021244$2.81B
Q3 2021237$2.60B
Q2 2021221$2.89B
Q1 2021211$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.

Institutions holding CBU in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Amundi7,454$368.5K0.00%+7,454New
Zurcher Kantonalbank (Zurich Cantonalbank)7,143$374.9K0.00%+857+13.6%Added
Burns J W & Co Inc7,413$389.0K0.07%−10.0%Reduced
SEI Investments Co7,459$391.5K0.00%+7,459New
Riggs Asset Managment Co. Inc.7,529$395.2K0.15%−124−1.6%Reduced
Centiva Capital, LP7,531$395.3K0.02%+4,274+131.2%Added
Fidelity D & D Bancorp Inc8,624$414.2K0.31%+8,624New
Hanson & Doremus Investment Management8,086$424.0K0.09%−1,296−13.8%Reduced
XTX Topco Ltd8,614$452.1K0.09%+8,614New
Handelsbanken Fonder AB8,716$458.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.8,897$466.4K0.00%+879+11.0%Added
The PNC Financial Services Group, Inc.9,685$508.4K0.00%+54+0.6%Added
American Century Companies Inc10,666$552.5K0.00%+755+7.6%Added
Exchange Traded Concepts, LLC10,577$555.2K0.02%+10,577New
Meridian Wealth Partners, LLC10,885$571.4K0.12%−20.0%Reduced
Strategic Financial Services, Inc,11,032$579.1K0.04%00.0%Unchanged
Mutual of America Capital Management LLC11,066$580.9K0.01%−195−1.7%Reduced
Stifel Financial Corp11,083$581.8K0.00%−51−0.5%Reduced
Jump Financial, LLC11,718$615.1K0.03%+4,523+62.9%Added
SG Americas Securities, LLC11,809$620.0K0.01%+3,891+49.1%Added
Quadrature Capital Ltd12,473$654.1K0.02%+12,473New
Jane Street Group, LLC13,017$683.3K0.00%+13,017New
Bahl & Gaynor Inc13,213$693.5K0.00%−2,100−13.7%Reduced
Cambridge Investment Research Advisors, Inc.13,632$716.0K0.00%+153+1.1%Added
Raymond James & Associates13,723$720.3K0.00%−121−0.9%Reduced
Bank of Montreal12,710$769.7K0.00%−11,596−47.7%Reduced
Victory Capital Management Inc14,803$777.0K0.00%−16,163−52.2%Reduced
Arizona State Retirement System15,569$817.2K0.01%+408+2.7%Added
Los Angeles Capital Management LLC15,873$833.2K0.00%−1,511−8.7%Reduced
Wesbanco Bank Inc16,166$849.0K0.04%−6,955−30.1%Reduced
Teachers Retirement System of the State of Kentucky16,166$849.0K0.01%00.0%Unchanged
Laurus Investment Counsel Inc.12,350$877.8K0.31%00.0%Unchanged
Allianz Asset Management GmbH17,100$897.6K0.00%−200−1.2%Reduced
Oregon Public Employees Retirement Fund17,344$910.4K0.01%−536−3.0%Reduced
D. E. Shaw & Co., Inc.17,492$918.2K0.00%−5,813−24.9%Reduced
PDT Partners, LLC17,664$927.2K0.13%+453+2.6%Added
Alliance Wealth Advisors, LLC17,855$937.2K0.70%00.0%Unchanged
Anchor Capital Advisors LLC17,941$941.7K0.02%−17−0.1%Reduced
State of Wisconsin Investment Board18,268$958.9K0.00%+70+0.4%Added
LPL Financial LLC18,331$962.2K0.00%+1,434+8.5%Added
Baystate Wealth Management LLC18,562$974.3K0.08%+129+0.7%Added
Healthcare of Ontario Pension Plan Trust Fund19,600$1.03M0.01%−2,400−10.9%Reduced
Algert Global LLC19,729$1.04M0.05%−33,754−63.1%Reduced
Envestnet Asset Management Inc19,906$1.04M0.00%+2,296+13.0%Added
Ensign Peak Advisors, Inc19,967$1.05M0.00%+6,800+51.6%Added
Pathway Financial Advisors LLC20,131$1.06M0.36%−135−0.7%Reduced
Manufacturers Life Insurance Company, The20,882$1.10M0.00%−133−0.6%Reduced
State Board of Administration of Florida Retirement System21,568$1.13M0.00%00.0%Unchanged
Maryland State Retirement & Pension System21,640$1.14M0.03%−479−2.2%Reduced
Voya Investment Management LLC22,178$1.16M0.00%−60.0%Reduced
Amalgamated Bank22,732$1.19M0.01%−1,751−7.2%Reduced
HighTower Advisors, LLC22,729$1.19M0.00%+2,856+14.4%Added
Mirae Asset Global Investments Co., Ltd.23,217$1.22M0.00%+341+1.5%Added
Berkshire Asset Management LLC23,260$1.22M0.08%−382−1.6%Reduced
Janus Henderson Group PLC23,753$1.24M0.00%+12,869+118.2%Added
Citigroup Inc24,419$1.28M0.00%−8,108−24.9%Reduced
Susquehanna Fundamental Investments, LLC24,423$1.28M0.03%00.0%Unchanged
Louisiana State Employees Retirement System25,000$1.31M0.03%−500−2.0%Reduced
Raymond James Financial Services Advisors, Inc.26,763$1.40M0.00%−964−3.5%Reduced
New York State Common Retirement Fund27,600$1.45M0.00%−10,600−27.7%Reduced
Nisa Investment Advisors, LLC27,673$1.45M0.01%+2,700+10.8%Added
Balyasny Asset Management LLC27,752$1.46M0.00%+27,279+5,767.2%Added
MetLife Investment Management27,913$1.47M0.01%00.0%Unchanged
Commonwealth Equity Services, LLC27,931$1.47M0.00%+383+1.4%Added
Price T Rowe Associates Inc28,143$1.48M0.00%+2,219+8.6%Added
Rafferty Asset Management, LLC28,345$1.49M0.01%+16,739+144.2%Added
American International Group, Inc.29,175$1.53M0.01%+128+0.4%Added
Yousif Capital Management, LLC30,206$1.59M0.02%−3,895−11.4%Reduced
HSBC Holdings PLC30,634$1.59M0.00%+6,354+26.2%Added
Jacobi Capital Management LLC32,291$1.69M0.20%+663+2.1%Added
State of Tennessee, Treasury Department33,389$1.75M0.01%+2,233+7.2%Added
Janney Montgomery Scott LLC34,468$1.81M0.01%+3,222+10.3%Added
BNP Paribas Arbitrage, SA35,659$1.87M0.00%+14,731+70.4%Added
UBS Group AG35,902$1.88M0.00%+10,467+41.2%Added
Susquehanna International Group, LLP36,409$1.91M0.00%+5,031+16.0%Added
State of Alaska, Department of Revenue36,805$1.93M0.02%−618−1.7%Reduced
Royal Bank of Canada37,069$1.95M0.00%−15,627−29.7%Reduced
Canandaigua National Bank & Trust Co37,467$1.97M0.33%+37,467New
State of New Jersey Common Pension Fund D38,899$2.04M0.01%+4,318+12.5%Added
FMR LLC39,134$2.05M0.00%−3,892−9.0%Reduced
HRT Financial LP39,289$2.06M0.03%+35,419+915.2%Added
Carnegie Capital Asset Management, LLC42,548$2.23M0.09%−21,127−33.2%Reduced
Nicholas Company, Inc.44,425$2.33M0.05%−29,475−39.9%Reduced
Wells Fargo & Company44,701$2.35M0.00%+9,445+26.8%Added
Barclays PLC47,395$2.49M0.00%+12,384+35.4%Added
Russell Investments Group, Ltd.47,909$2.51M0.00%+377+0.8%Added
Texas Permanent School Fund48,191$2.53M0.03%+12,066+33.4%Added
Marshall Wace, LLP49,777$2.61M0.01%+49,777New
Great West Life Assurance Co51,022$2.67M0.01%−3,764−6.9%Reduced
Hamel Associates, Inc.52,350$2.75M0.95%+39,725+314.7%Added
Prudential Financial Inc52,391$2.75M0.00%−1,810−3.3%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys56,898$2.99M0.03%−609−1.1%Reduced
UBS Asset Management Americas Inc57,156$3.00M0.00%+5,088+9.8%Added
First Trust Advisors LP57,761$3.03M0.00%−4,244−6.8%Reduced
Thrivent Financial for Lutherans59,370$3.12M0.01%+4,252+7.7%Added
Logan Capital Management Inc60,200$3.16M0.15%00.0%Unchanged
GW&K Investment Management, LLC65,576$3.44M0.03%−805−1.2%Reduced
California State Teachers Retirement System67,074$3.52M0.01%−996−1.5%Reduced
Alliancebernstein L.P.72,648$3.81M0.00%−7,932−9.8%Reduced
Ergoteles LLC74,939$3.93M0.15%+63,211+539.0%Added