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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, Q3 2023

Institutional positions in Community Financial System, Inc. as of Sep 30, 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
236
+15 vs. Q2 2023
Shares held
39.9M
−1.01M (−2.5%) vs. Q2 2023
Total value
$1.69B
−$229.7M (−12.0%) vs. Q2 2023
New holders
43
77 more added
Sold out
28
78 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 holdersQ3 2023: 236 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 heldQ3 2023: $1.69B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2023.

Institutions holding CBU in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Stifel Financial Corp23,128$976.2K0.00%+540+2.4%Added
Two Sigma Investments, LP22,977$969.9K0.00%+22,977New
Jane Street Group, LLC22,642$955.7K0.00%+3,210+16.5%Added
New York State Common Retirement Fund21,703$916.1K0.00%−34−0.2%Reduced
Anchor Capital Advisors LLC21,627$912.9K0.03%+2,430+12.7%Added
Voya Investment Management LLC21,442$905.1K0.00%+183+0.9%Added
Tower Research Capital LLC (TRC)21,104$890.8K0.03%+12,164+136.1%Added
Amalgamated Bank20,790$878.0K0.01%−756−3.5%Reduced
Quantbot Technologies LP20,758$876.2K0.06%+20,758New
Ensign Peak Advisors, Inc19,967$842.8K0.00%00.0%Unchanged
Maryland State Retirement & Pension System19,716$832.2K0.02%−1,217−5.8%Reduced
Aigen Investment Management, LP19,188$809.9K0.15%+19,188New
Alliance Wealth Advisors, LLC19,097$806.1K0.58%+1,644+9.4%Added
Victory Capital Management Inc18,996$801.8K0.00%+2,714+16.7%Added
LPL Financial LLC18,614$785.7K0.00%+97+0.5%Added
State of Tennessee, Treasury Department18,259$770.7K0.00%00.0%Unchanged
Boston Partners69,848$738.4K0.00%00.0%Unchanged
Quadrature Capital Ltd17,443$736.3K0.02%+2,370+15.7%Added
HighTower Advisors, LLC17,468$734.0K0.00%−5,656−24.5%Reduced
UBS Group AG17,183$725.3K0.00%−21,108−55.1%Reduced
Pathway Financial Advisors LLC17,131$723.1K0.25%−3,000−14.9%Reduced
Teachers Retirement System of the State of Kentucky17,109$722.0K0.01%00.0%Unchanged
Laurus Investment Counsel Inc.12,350$702.6K0.30%00.0%Unchanged
Schonfeld Strategic Advisors LLC16,202$683.9K0.01%+16,202New
Massmutual Trust Co FSB16,049$677.4K0.03%+16,049New
Oregon Public Employees Retirement Fund15,944$673.0K0.01%−800−4.8%Reduced
Arizona State Retirement System15,298$645.7K0.01%+151+1.0%Added
State Board of Administration of Florida Retirement System15,208$641.9K0.00%+80+0.5%Added
Gsa Capital Partners LLP14,753$623.0K0.05%−1,611−9.8%Reduced
XTX Topco Ltd14,338$605.2K0.10%+5,630+64.7%Added
Advisor Group Holdings, Inc.14,325$604.8K0.00%+5,114+55.5%Added
Cambridge Investment Research Advisors, Inc.13,420$566.0K0.00%−39−0.3%Reduced
Raymond James & Associates13,284$560.7K0.00%−400−2.9%Reduced
Bank of Montreal9,179$483.1K0.00%−1,082−10.5%Reduced
SEI Investments Co11,267$475.6K0.00%+1,018+9.9%Added
Jefferies Financial Group Inc.11,170$471.5K0.01%+11,170New
Allianz Asset Management GmbH11,000$464.3K0.00%00.0%Unchanged
Point72 Middle East FZE10,964$462.8K0.03%+8,604+364.6%Added
Meridian Wealth Partners, LLC10,903$460.2K0.10%+20+0.2%Added
Strategic Financial Services, Inc,10,832$457.2K0.04%−200−1.8%Reduced
Aquatic Capital Management LLC10,800$456.0K0.02%+9,100+535.3%Added
State of Wisconsin Investment Board10,595$447.2K0.00%−8,568−44.7%Reduced
Verition Fund Management LLC10,472$442.0K0.01%+10,472New
Fidelity D & D Bancorp Inc10,349$436.8K0.45%+10,349New
Handelsbanken Fonder AB9,916$419.0K0.00%00.0%Unchanged
Walleye Capital LLC9,724$410.4K0.01%+9,724New
Fox Run Management, L.L.C.9,698$409.4K0.12%+9,698New
Everence Capital Management Inc9,620$406.0K0.03%+2,810+41.3%Added
Bessemer Group Inc9,543$403.0K0.00%+4,042+73.5%Added
CIBC Private Wealth Group, LLC9,535$402.5K0.00%+9,535New
Mutual of America Capital Management LLC9,382$396.0K0.00%−1,113−10.6%Reduced
Resources Management Corp9,250$390.0K0.06%+1,000+12.1%Added
Teza Capital Management LLC8,632$364.4K0.06%+8,632New
Zurcher Kantonalbank (Zurich Cantonalbank)8,515$359.4K0.00%+1,372+19.2%Added
Qube Research & Technologies Ltd8,361$352.9K0.00%+8,361New
ProShare Advisors LLC8,114$342.5K0.00%−220−2.6%Reduced
Hanson & Doremus Investment Management7,480$316.0K0.07%−216−2.8%Reduced
Sovereign Financial Group, Inc.7,296$308.0K0.11%00.0%Unchanged
CWM Advisors, LLC7,234$305.3K0.04%+564+8.5%Added
Mercer Global Advisors Inc7,125$301.0K0.00%+821+13.0%Added
Prelude Capital Management, LLC7,034$296.9K0.03%+7,034New
Engineers Gate Manager LP6,950$293.4K0.01%+6,950New
Cornell Pochily Investment Advisors, Inc.6,834$288.5K0.13%00.0%Unchanged
The PNC Financial Services Group, Inc.6,825$288.1K0.00%−1,506−18.1%Reduced
Pictet Asset Management Holding SA6,787$286.5K0.00%+6,787New
Burns J W & Co Inc6,654$280.9K0.05%−668−9.1%Reduced
Diversified Trust Co6,645$280.5K0.01%+445+7.2%Added
Minerva Advisors LLC6,618$279.3K0.20%00.0%Unchanged
Amundi6,760$277.5K0.00%−72−1.1%Reduced
Trust Co of Vermont6,377$269.2K0.02%00.0%Unchanged
Point72 Asset Management, L.P.6,376$269.1K0.00%+6,376New
Allegheny Financial Group LTD6,179$260.8K0.10%+6,179New
Moody National Bank Trust Division5,868$247.7K0.02%00.0%Unchanged
MML Investors Services, LLC5,793$245.0K0.00%+728+14.4%Added
Brookstone Capital Management5,880$244.5K0.01%−200−3.3%Reduced
Riggs Asset Managment Co. Inc.5,785$244.2K0.09%−1,644−22.1%Reduced
Trexquant Investment LP5,616$237.1K0.01%+5,616New
Sciencast Management LP5,582$235.6K0.11%+5,582New
Twinbeech Capital LP5,543$234.0K0.00%+5,543New
Socha Financial Group, LLC5,450$230.0K0.12%00.0%Unchanged
Peoples Financial Services Corp.5,412$228.4K0.11%+812+17.7%Added
Ameritas Investment Partners, Inc.5,295$223.5K0.01%+1,022+23.9%Added
Fulton Bank, N.A.5,252$221.7K0.01%+5,252New
Carl P. Sherr & Co., LLC5,189$219.0K0.15%00.0%Unchanged
AlphaMark Advisors, LLC5,065$214.0K0.09%+5,065New
Melfa Wealth Management, LLC4,875$205.8K0.22%00.0%Unchanged
Cetera Advisor Networks LLC4,817$203.3K0.00%+4,817New
Operose Advisors LLC3,925$165.7K0.07%+3,925New
Metropolitan Life Insurance Co3,081$130.0K0.01%+152+5.2%Added
Baystate Wealth Management LLC2,860$120.7K0.01%−15,866−84.7%Reduced
Benjamin Edwards Inc2,489$105.0K0.02%+1,277+105.4%Added
Brown, Lisle/Cummings, Inc.1,823$77.0K0.03%+18+1.0%Added
Northwestern Mutual Wealth Management Co1,790$75.6K0.00%−14−0.8%Reduced
FMR LLC1,786$75.4K0.00%−267−13.0%Reduced
KBC Group NV1,469$62.0K0.00%−2,580−63.7%Reduced
Abound Wealth Management1,169$49.3K0.02%+11+0.9%Added
US Bancorp1,055$44.5K0.00%00.0%Unchanged
M&R Capital Management Inc1,000$42.2K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.800$38.0K0.00%−15−1.8%Reduced
Center for Financial Planning, Inc.780$32.9K0.01%00.0%Unchanged