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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 2024

Institutional positions in Community Financial System, Inc. as of Sep 30, 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
255
+12 vs. Q2 2024
Shares held
37.4M
+7.30M (+24.2%) vs. Q2 2024
Total value
$2.18B
+$750.8M (+52.7%) vs. Q2 2024
New holders
35
82 more added
Sold out
23
88 more reduced

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 2024: 255 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 2024: $2.18B
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 2024

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2024.

Institutions holding CBU in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
CWM Advisors, LLC7,125$413.7K0.04%−359−4.8%Reduced
Gallagher Fiduciary Advisors, LLC7,208$418.6K0.08%+1,752+32.1%Added
Sovereign Financial Group, Inc.7,294$423.6K0.10%00.0%Unchanged
The PNC Financial Services Group, Inc.7,416$430.6K0.00%−264−3.4%Reduced
Weiss Asset Management LP7,536$437.6K0.01%+7,536New
Tower Research Capital LLC (TRC)7,541$437.9K0.01%−17,188−69.5%Reduced
Atria Investments LLC7,621$442.5K0.01%+1,787+30.6%Added
Y-Intercept (Hong Kong) Ltd7,759$450.6K0.03%+7,759New
Mutual of America Capital Management LLC7,903$458.9K0.00%−771−8.9%Reduced
Fulton Bank, N.A.8,078$469.1K0.02%+702+9.5%Added
HSBC Holdings PLC8,093$472.6K0.00%+494+6.5%Added
Carl P. Sherr & Co., LLC8,170$474.4K0.25%00.0%Unchanged
Fox Run Management, L.L.C.8,176$474.8K0.11%−8,186−50.0%Reduced
CI Private Wealth, LLC8,199$476.1K0.00%+13+0.2%Added
Holocene Advisors, LP8,335$484.0K0.00%+8,335New
Truist Financial Corp8,421$489.0K0.00%−80,954−90.6%Reduced
Bank of Montreal8,885$508.2K0.00%−37−0.4%Reduced
Level Four Advisory Services, LLC8,404$513.9K0.02%−413−4.7%Reduced
Hanson & Doremus Investment Management8,895$517.0K0.08%+3,318+59.5%Added
Advantage Alpha Capital Partners LP8,910$517.4K0.12%+1,844+26.1%Added
Amundi9,250$526.5K0.00%+892+10.7%Added
Mercer Global Advisors Inc9,366$528.1K0.00%−569−5.7%Reduced
SEI Investments Co9,112$529.1K0.00%−1,435−13.6%Reduced
Strategic Financial Services, Inc,9,245$536.9K0.03%−428−4.4%Reduced
Resources Management Corp9,250$537.0K0.07%00.0%Unchanged
Paloma Partners Management Co9,674$561.8K0.03%+9,674New
Centiva Capital, LP9,829$570.8K0.03%+9,829New
Massmutual Trust Co FSB9,864$572.8K0.02%−2,985−23.2%Reduced
Raymond James Financial Services Advisors, Inc.9,927$576.4K0.00%−1,469−12.9%Reduced
Pathway Financial Advisors LLC10,204$592.5K0.15%−3,978−28.0%Reduced
Handelsbanken Fonder AB10,516$611.0K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.11,141$647.0K0.00%−1,519−12.0%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,231$652.2K0.00%−140−1.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)12,222$709.7K0.00%+2,748+29.0%Added
Intech Investment Management LLC12,329$715.9K0.01%+12,329New
Oregon Public Employees Retirement Fund12,344$716.8K0.01%−500−3.9%Reduced
MML Investors Services, LLC12,641$734.0K0.00%+979+8.4%Added
Two Sigma Investments, LP13,074$759.2K0.00%−44,599−77.3%Reduced
Marshall Wace, LLP13,470$782.2K0.00%+2,080+18.3%Added
Natixis Advisors, L.P.13,488$783.0K0.00%+1,228+10.0%Added
Renaissance Technologies LLC14,008$813.4K0.00%−66,000−82.5%Reduced
Cetera Investment Advisers14,041$815.4K0.00%+3,763+36.6%Added
American Century Companies Inc14,289$829.8K0.00%−66,545−82.3%Reduced
Franklin Resources Inc13,983$850.9K0.00%−3,380−19.5%Reduced
State Board of Administration of Florida Retirement System15,108$877.3K0.00%00.0%Unchanged
Arizona State Retirement System15,195$882.4K0.01%+265+1.8%Added
Amalgamated Bank15,447$897.0K0.01%−695−4.3%Reduced
New York State Common Retirement Fund16,249$943.6K0.00%−5,400−24.9%Reduced
HighTower Advisors, LLC16,269$944.0K0.00%+136+0.8%Added
Voya Investment Management LLC16,932$983.2K0.00%−332−1.9%Reduced
Teachers Retirement System of the State of Kentucky17,109$993.0K0.01%00.0%Unchanged
Moody National Bank Trust Division17,265$1.00M0.11%+2,414+16.3%Added
Maryland State Retirement & Pension System17,744$1.03M0.02%−655−3.6%Reduced
Alliance Wealth Advisors, LLC17,946$1.04M0.60%−1,015−5.4%Reduced
Assenagon Asset Management S.A.18,117$1.05M0.00%−164,280−90.1%Reduced
Occudo Quantitative Strategies LP18,432$1.07M0.20%+18,432New
Allianz Asset Management GmbH18,800$1.09M0.00%+2,100+12.6%Added
Ensign Peak Advisors, Inc19,008$1.10M0.00%00.0%Unchanged
Yousif Capital Management, LLC20,306$1.18M0.01%−820−3.9%Reduced
Comerica Bank20,586$1.20M0.00%−783−3.7%Reduced
Teacher Retirement System of Texas21,783$1.26M0.01%+12,888+144.9%Added
BNP Paribas Arbitrage, SA22,582$1.31M0.00%+8,113+56.1%Added
LPL Financial LLC23,380$1.36M0.00%−3,906−14.3%Reduced
Janus Henderson Group PLC23,412$1.36M0.00%00.0%Unchanged
Royal Bank of Canada24,512$1.42M0.00%+1,072+4.6%Added
Commonwealth Equity Services, LLC24,543$1.43M0.00%−1,314−5.1%Reduced
Nisa Investment Advisors, LLC25,010$1.46M0.01%+100+0.4%Added
State of Tennessee, Treasury Department25,359$1.47M0.01%+652+2.6%Added
Louisiana State Employees Retirement System25,400$1.47M0.03%−1,200−4.5%Reduced
Quest Partners LLC26,712$1.55M0.14%+26,712New
Manufacturers Life Insurance Company, The28,625$1.66M0.00%−463−1.6%Reduced
Mirae Asset Global ETFs Holdings Ltd.28,638$1.66M0.00%+979+3.5%Added
Man Group plc29,285$1.70M0.00%−25,153−46.2%Reduced
Illinois Municipal Retirement Fund29,626$1.72M0.02%−50.0%Reduced
State of Alaska, Department of Revenue29,990$1.74M0.02%−993−3.2%Reduced
Corebridge Financial, Inc.30,039$1.74M0.01%−327−1.1%Reduced
MetLife Investment Management30,165$1.75M0.01%00.0%Unchanged
Ausbil Investment Management Ltd30,552$1.77M0.61%+25,415+494.7%Added
Stifel Financial Corp30,751$1.79M0.00%+1,085+3.7%Added
Toroso Investments, LLC30,866$1.79M0.02%+10,060+48.4%Added
Deutsche Bank AG30,968$1.80M0.00%+3,212+11.6%Added
State of New Jersey Common Pension Fund D32,411$1.88M0.01%−10,401−24.3%Reduced
AQR Capital Management LLC32,675$1.90M0.00%+32,675New
Canandaigua National Bank & Trust Co32,905$1.91M0.18%−600−1.8%Reduced
Anchor Capital Advisors LLC32,964$1.91M0.05%−320−1.0%Reduced
Price T Rowe Associates Inc36,056$2.09M0.00%+402+1.1%Added
Hilton Capital Management, LLC38,322$2.23M0.17%+4,676+13.9%Added
Berkshire Asset Management LLC53,643$2.53M0.13%00.0%Unchanged
Waterford Advisors, LLC44,863$2.61M1.33%+44,863New
UBS Group AG45,301$2.63M0.00%−9,320−17.1%Reduced
Thrivent Financial for Lutherans45,613$2.65M0.01%−117−0.3%Reduced
Susquehanna International Group, LLP46,030$2.67M0.00%+16,762+57.3%Added
First Trust Advisors LP46,499$2.70M0.00%+6,150+15.2%Added
Wells Fargo & Company47,725$2.77M0.00%+1,897+4.1%Added
Wealth Enhancement Advisory Services, LLC49,682$2.89M0.01%−363−0.7%Reduced
Carnegie Capital Asset Management, LLC49,757$2.89M0.09%−1,417−2.8%Reduced
Janney Montgomery Scott LLC49,823$2.89M0.01%−3,055−5.8%Reduced
California State Teachers Retirement System49,886$2.90M0.00%−2,065−4.0%Reduced
Arrowstreet Capital, Limited Partnership52,081$3.02M0.00%+52,081New
GW&K Investment Management, LLC53,982$3.13M0.03%−1,430−2.6%Reduced