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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 2024

Institutional positions in Community Financial System, Inc. as of Mar 31, 2024. 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
235
−9 vs. Q4 2023
Shares held
38.1M
−1.21M (−3.1%) vs. Q4 2023
Total value
$1.83B
−$218.8M (−10.7%) vs. Q4 2023
New holders
19
80 more added
Sold out
28
91 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 235 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 2024: $1.83B
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 2024

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2023.

Institutions holding CBU in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hamel Associates, Inc.9,550$458.7K0.15%−39,700−80.6%Reduced
Strategic Financial Services, Inc,9,673$464.6K0.03%−1,159−10.7%Reduced
Bank of Montreal9,879$475.2K0.00%−3,395−25.6%Reduced
Handelsbanken Fonder AB9,916$476.0K0.00%00.0%Unchanged
Natixis Advisors, L.P.10,034$482.0K0.00%+10,034New
MML Investors Services, LLC10,127$486.0K0.00%+493+5.1%Added
Cetera Investment Advisers10,205$490.1K0.00%+10,205New
ProShare Advisors LLC10,744$516.0K0.00%+739+7.4%Added
Meridian Wealth Partners, LLC10,923$524.6K0.09%00.0%Unchanged
Allianz Asset Management GmbH11,000$528.3K0.00%00.0%Unchanged
SEI Investments Co11,137$534.9K0.00%−614−5.2%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,516$553.1K0.00%−40.0%Reduced
Entropy Technologies, LP11,562$555.3K0.06%+11,562New
SG Americas Securities, LLC12,142$583.0K0.00%+12,142New
Quantbot Technologies LP12,330$592.2K0.03%+12,330New
Massmutual Trust Co FSB12,849$617.1K0.02%00.0%Unchanged
Socha Financial Group, LLC13,050$626.8K0.27%+7,600+139.4%Added
Cambridge Investment Research Advisors, Inc.13,177$633.0K0.00%−72−0.5%Reduced
Oregon Public Employees Retirement Fund14,244$684.1K0.01%−1,400−8.9%Reduced
Jane Street Group, LLC14,546$698.6K0.00%−53,093−78.5%Reduced
Arizona State Retirement System14,672$704.7K0.00%−291−1.9%Reduced
Moody National Bank Trust Division14,851$713.3K0.06%+3,256+28.1%Added
Pathway Financial Advisors LLC14,923$716.8K0.19%−208−1.4%Reduced
Schonfeld Strategic Advisors LLC14,959$718.5K0.01%+14,959New
Laurus Investment Counsel Inc.11,410$742.4K0.26%00.0%Unchanged
HRT Financial LP16,153$775.0K0.00%+3,221+24.9%Added
HighTower Advisors, LLC16,444$786.0K0.00%+80.0%Added
Maryland State Retirement & Pension System19,216$805.0K0.02%−187−1.0%Reduced
Amalgamated Bank16,914$812.0K0.01%−2,998−15.1%Reduced
Teachers Retirement System of the State of Kentucky17,109$822.0K0.01%00.0%Unchanged
Toroso Investments, LLC17,257$828.9K0.01%+12,168+239.1%Added
Voya Investment Management LLC17,347$833.2K0.00%−4,063−19.0%Reduced
Royal Bank of Canada18,072$868.0K0.00%−19,892−52.4%Reduced
Alliance Wealth Advisors, LLC18,961$910.7K0.58%−136−0.7%Reduced
Ensign Peak Advisors, Inc19,008$913.0K0.00%−959−4.8%Reduced
Squarepoint Ops LLC19,069$915.9K0.00%−4,195−18.0%Reduced
Susquehanna International Group, LLP20,510$985.1K0.00%−19,820−49.1%Reduced
New York State Common Retirement Fund21,273$1.02M0.00%+73+0.3%Added
Franklin Resources Inc21,790$1.05M0.00%−10,532−32.6%Reduced
Berkshire Asset Management LLC22,960$1.10M0.06%−190−0.8%Reduced
State Board of Administration of Florida Retirement System21,568$1.13M0.00%+6,360+41.8%Added
Janus Henderson Group PLC23,685$1.14M0.00%00.0%Unchanged
Yousif Capital Management, LLC24,082$1.16M0.01%−2,301−8.7%Reduced
Comerica Bank24,204$1.16M0.01%−2,343−8.8%Reduced
State of Tennessee, Treasury Department24,707$1.19M0.00%+1,271+5.4%Added
Nisa Investment Advisors, LLC24,895$1.21M0.01%+360+1.5%Added
Stifel Financial Corp25,369$1.22M0.00%+2,074+8.9%Added
Raymond James Financial Services Advisors, Inc.25,514$1.23M0.00%−1,379−5.1%Reduced
Mirae Asset Global Investments Co., Ltd.23,217$1.24M0.00%−761−3.2%Reduced
Louisiana State Employees Retirement System26,400$1.27M0.02%−300−1.1%Reduced
LPL Financial LLC26,840$1.29M0.00%+8,338+45.1%Added
Commonwealth Equity Services, LLC26,934$1.29M0.00%+139+0.5%Added
MetLife Investment Management27,297$1.31M0.01%−864−3.1%Reduced
Deutsche Bank AG27,526$1.32M0.00%+849+3.2%Added
Manufacturers Life Insurance Company, The28,604$1.37M0.00%+2,574+9.9%Added
American International Group, Inc.28,739$1.38M0.00%−259−0.9%Reduced
BNP Paribas Arbitrage, SA29,113$1.40M0.00%+12,692+77.3%Added
Illinois Municipal Retirement Fund29,173$1.40M0.02%−208−0.7%Reduced
FMR LLC29,889$1.44M0.00%+27,025+943.6%Added
Anchor Capital Advisors LLC31,261$1.50M0.04%+1,459+4.9%Added
Prelude Capital Management, LLC32,016$1.54M0.11%+17,248+116.8%Added
State of Alaska, Department of Revenue32,479$1.56M0.02%−365−1.1%Reduced
Hilton Capital Management, LLC32,683$1.57M0.14%+18,357+128.1%Added
Canandaigua National Bank & Trust Co33,505$1.61M0.24%−2,000−5.6%Reduced
Price T Rowe Associates Inc34,219$1.64M0.00%+1,897+5.9%Added
First Trust Advisors LP37,105$1.78M0.00%−62,358−62.7%Reduced
Waterford Advisors, LLC44,863$2.15M0.91%+44,863New
Cubist Systematic Strategies, LLC45,049$2.16M0.02%+36,388+420.1%Added
Numerai GP LLC45,853$2.20M0.95%−15,853−25.7%Reduced
Texas Permanent School Fund46,671$2.24M0.02%+573+1.2%Added
Great West Life Assurance Co47,591$2.28M0.00%+555+1.2%Added
Envestnet Asset Management Inc47,652$2.29M0.00%+9,283+24.2%Added
Wells Fargo & Company48,215$2.32M0.00%+1,287+2.7%Added
Wealth Enhancement Advisory Services, LLC48,634$2.34M0.01%−1,491−3.0%Reduced
Thrivent Financial for Lutherans50,284$2.42M0.00%−104−0.2%Reduced
UBS Group AG50,718$2.44M0.00%−42,633−45.7%Reduced
Janney Montgomery Scott LLC51,750$2.49M0.01%+2,911+6.0%Added
Citadel Advisors LLC52,542$2.52M0.00%+34,711+194.7%Added
California State Teachers Retirement System53,386$2.56M0.00%−3,043−5.4%Reduced
Balyasny Asset Management LLC53,552$2.57M0.01%+11,759+28.1%Added
HSBC Holdings PLC54,154$2.60M0.00%−224,507−80.6%Reduced
Russell Investments Group, Ltd.55,134$2.65M0.00%+4,879+9.7%Added
Logan Capital Management Inc56,000$2.69M0.12%00.0%Unchanged
GW&K Investment Management, LLC57,822$2.78M0.02%−2,365−3.9%Reduced
Prudential Financial Inc59,562$2.86M0.00%−1,899−3.1%Reduced
Carnegie Capital Asset Management, LLC63,117$3.03M0.09%+7,280+13.0%Added
Millennium Management LLC63,230$3.04M0.00%−256,459−80.2%Reduced
State of New Jersey Common Pension Fund D63,309$3.04M0.01%+9,661+18.0%Added
Renaissance Technologies LLC68,008$3.27M0.01%+68,008New
UBS Asset Management Americas Inc69,637$3.34M0.00%+9,190+15.2%Added
Alliancebernstein L.P.70,558$3.39M0.00%−1,090−1.5%Reduced
Rafferty Asset Management, LLC70,941$3.41M0.01%−6,876−8.8%Reduced
Assenagon Asset Management S.A.72,109$3.46M0.01%+29,325+68.5%Added
American Century Companies Inc72,474$3.48M0.00%+22,299+44.4%Added
Credit Suisse AG74,188$3.56M0.00%+8,136+12.3%Added
Victory Capital Management Inc80,470$3.86M0.00%+63,261+367.6%Added
Man Group plc85,082$4.09M0.01%−22,346−20.8%Reduced
Jacobi Capital Management LLC87,412$4.20M0.39%+29,509+51.0%Added
Citigroup Inc87,687$4.21M0.00%+8,500+10.7%Added
Barclays PLC93,415$4.49M0.00%−34,331−26.9%Reduced