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 |
|---|---|---|---|---|---|
| NFJ Investment Group, LLC | 77,143 | $4.05M | 0.11% | +13,621+21.4% | Added |
| Man Group plc | – | $4.33M | 0.02% | – | – |
| TD Asset Management Inc | 91,300 | $4.79M | 0.01% | +2,400+2.7% | Added |
| Public Sector Pension Investment Board | 94,511 | $4.96M | 0.04% | −3,246−3.3% | Reduced |
| Credit Suisse AG | 95,748 | $5.03M | 0.01% | +4,019+4.4% | Added |
| Jacobs Asset Management, LLC | 100,000 | $5.25M | 3.05% | +66,881+201.9% | Added |
| Tudor Investment Corp Et Al | 101,713 | $5.34M | 0.10% | +10,263+11.2% | Added |
| Voloridge Investment Management, LLC | 104,459 | $5.48M | 0.03% | +26,285+33.6% | Added |
| New York State Teachers Retirement System | 105,556 | $5.54M | 0.01% | −200−0.2% | Reduced |
| Swiss National Bank | 115,900 | $6.08M | 0.00% | −13,900−10.7% | Reduced |
| Deutsche Bank AG | 117,914 | $6.19M | 0.00% | +2,482+2.2% | Added |
| California Public Employees Retirement System | 120,088 | $6.30M | 0.01% | −6,109−4.8% | Reduced |
| Millennium Management LLC | 120,895 | $6.35M | 0.01% | −65,113−35.0% | Reduced |
| Community Bank, N.A. | 132,665 | $6.96M | 0.94% | −1,233−0.9% | Reduced |
| Truist Financial Corp | 137,734 | $7.23M | 0.01% | −1,647−1.2% | Reduced |
| Nottingham Advisors, Inc. | 137,972 | $7.24M | 0.96% | −680.0% | Reduced |
| Legal & General Group Plc | 156,643 | $8.22M | 0.00% | +1,800+1.2% | Added |
| Bank of America Corp | 159,723 | $8.38M | 0.00% | +29,545+22.7% | Added |
| ProShare Advisors LLC | 164,374 | $8.63M | 0.03% | +16,148+10.9% | Added |
| Rhumbline Advisers | 173,198 | $9.09M | 0.01% | −1,657−0.9% | Reduced |
| Citadel Advisors LLC | 193,745 | $10.2M | 0.01% | +24,919+14.8% | Added |
| Invesco Ltd. | 210,794 | $11.1M | 0.00% | −272,261−56.4% | Reduced |
| JPMorgan Chase & Co | 230,906 | $12.1M | 0.00% | +158,768+220.1% | Added |
| Segall Bryant & Hamill, LLC | 291,977 | $15.3M | 0.17% | −3,900−1.3% | Reduced |
| Principal Financial Group Inc | 324,513 | $17.0M | 0.01% | −3,670−1.1% | Reduced |
| Federated Hermes, Inc. | 356,418 | $18.7M | 0.05% | +6,449+1.8% | Added |
| Public Employees Retirement Association of Colorado | 385,188 | $20.2M | 0.10% | +3,876+1.0% | Added |
| Nuveen Asset Management, LLC | 421,531 | $22.1M | 0.01% | +47,683+12.8% | Added |
| Waldron Private Wealth LLC | 424,368 | $22.5M | 1.09% | +2,578+0.6% | Added |
| Charles Schwab Investment Management Inc | 518,110 | $27.2M | 0.01% | +9,197+1.8% | Added |
| Norges Bank | 556,264 | $29.2M | 0.01% | +16,174+3.0% | Added |
| Ameriprise Financial Inc | 569,469 | $29.9M | 0.01% | +11,847+2.1% | Added |
| Northern Trust Corp | 584,270 | $30.7M | 0.01% | −6,643−1.1% | Reduced |
| Bank of New York Mellon Corp | 589,630 | $30.9M | 0.01% | −15,680−2.6% | Reduced |
| Goldman Sachs Group Inc | 625,501 | $32.8M | 0.01% | −67,494−9.7% | Reduced |
| Champlain Investment Partners, LLC | 935,255 | $49.1M | 0.31% | −17,515−1.8% | Reduced |
| Geode Capital Management, LLC | 1,020,099 | $53.5M | 0.01% | +35,525+3.6% | Added |
| Dimensional Fund Advisors LP | 1,235,307 | $64.8M | 0.02% | +32,218+2.7% | Added |
| Morgan Stanley | 1,525,980 | $80.1M | 0.01% | +3,077+0.2% | Added |
| Neuberger Berman Group LLC | 2,669,823 | $140.1M | 0.13% | +161,448+6.4% | Added |
| State Street Corp | 5,690,269 | $301.2M | 0.02% | +470,564+9.0% | Added |
| Vanguard Group Inc | 6,660,847 | $349.6M | 0.01% | +6,814+0.1% | Added |
| BlackRock Inc. | 7,893,561 | $414.3M | 0.01% | +11,833+0.2% | Added |
| Resources Management Corp | 8,032 | – | – | −218−2.6% | Reduced |
| Cerity Partners LLC | 443 | – | – | +443 | New |
| Waterford Advisors, LLC | 0 | $0 | 0.00% | −44,863−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −29,164−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −20,577−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −18,302−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −16,909−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −14,403−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,366−100.0% | Sold out |
| Empire Life Investments Inc. | 0 | $0 | 0.00% | −13,251−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −10,872−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,404−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −10,078−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Acrisure Capital Management, LLC | 0 | $0 | 0.00% | −9,049−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,494−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,457−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −5,412−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,449−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,403−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,367−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −2,394−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −2,022−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,193−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −223−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Canandaigua National Corp | – | – | – | – | Not filed |