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, Q4 2024
Institutional positions in Community Financial System, Inc. as of Dec 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
- 254
- +1 vs. Q3 2024
- Shares held
- 38.5M
- +1.06M (+2.8%) vs. Q3 2024
- Total value
- $2.38B
- +$202.1M (+9.3%) vs. Q3 2024
- New holders
- 33
- 93 more added
- Sold out
- 32
- 76 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,509,117 | $463.2M | 0.01% | −182,050−2.4% | Reduced |
| Vanguard Group Inc | 6,434,483 | $396.9M | 0.01% | +15,282+0.2% | Added |
| State Street Corp | 3,637,573 | $226.0M | 0.01% | +350,297+10.7% | Added |
| Neuberger Berman Group LLC | 3,386,352 | $208.9M | 0.17% | +220,941+7.0% | Added |
| Morgan Stanley | 2,293,842 | $141.5M | 0.01% | +52,535+2.3% | Added |
| Dimensional Fund Advisors LP | 1,774,709 | $109.5M | 0.03% | +5220.0% | Added |
| Geode Capital Management, LLC | 1,202,188 | $74.2M | 0.01% | −6,671−0.6% | Reduced |
| Federated Hermes, Inc. | 831,387 | $51.3M | 0.11% | +94,850+12.9% | Added |
| Northern Trust Corp | 677,841 | $41.8M | 0.01% | +145,172+27.3% | Added |
| Charles Schwab Investment Management Inc | 661,317 | $40.8M | 0.01% | +8,326+1.3% | Added |
| Bank of New York Mellon Corp | 565,920 | $34.9M | 0.01% | +34,143+6.4% | Added |
| Norges Bank | 563,857 | $34.8M | 0.00% | +67,448+13.6% | Added |
| Deprince Race & Zollo Inc | 524,768 | $32.4M | 0.64% | +524,768 | New |
| Goldman Sachs Group Inc | 510,229 | $31.5M | 0.01% | −110,587−17.8% | Reduced |
| Segall Bryant & Hamill, LLC | 462,660 | $28.5M | 0.39% | −17,185−3.6% | Reduced |
| Public Employees Retirement Association of Colorado | 381,087 | $23.5M | 0.09% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 348,405 | $21.5M | 0.00% | +236,028+210.0% | Added |
| Principal Financial Group Inc | 254,869 | $15.7M | 0.01% | +7,160+2.9% | Added |
| Bank of America Corp | 246,514 | $15.2M | 0.00% | −46,043−15.7% | Reduced |
| UBS Group AG | 240,280 | $14.8M | 0.00% | +194,979+430.4% | Added |
| Nuveen Asset Management, LLC | 238,491 | $14.7M | 0.00% | −140,460−37.1% | Reduced |
| Waldron Private Wealth LLC | 228,070 | $14.1M | 0.57% | 00.0% | Unchanged |
| Invesco Ltd. | 188,507 | $11.6M | 0.00% | +8,218+4.6% | Added |
| Ameriprise Financial Inc | 165,453 | $10.2M | 0.00% | −24,343−12.8% | Reduced |
| Rhumbline Advisers | 156,948 | $9.68M | 0.01% | −4,936−3.0% | Reduced |
| Legal & General Group Plc | 147,673 | $9.11M | 0.00% | +2,289+1.6% | Added |
| Assenagon Asset Management S.A. | 144,817 | $8.93M | 0.02% | +126,700+699.3% | Added |
| Victory Capital Management Inc | 134,172 | $8.28M | 0.01% | −11,856−8.1% | Reduced |
| Public Sector Pension Investment Board | 130,907 | $8.07M | 0.03% | +19,391+17.4% | Added |
| NFJ Investment Group, LLC | 130,626 | $8.06M | 0.26% | −10,116−7.2% | Reduced |
| UBS Asset Management Americas Inc | 128,437 | $7.92M | 0.00% | +18,570+16.9% | Added |
| ProShare Advisors LLC | 127,735 | $7.88M | 0.02% | −3,216−2.5% | Reduced |
| Community Bank, N.A. | 115,949 | $7.15M | 0.92% | −1,511−1.3% | Reduced |
| Barclays PLC | 109,794 | $6.77M | 0.00% | +147+0.1% | Added |
| Balyasny Asset Management LLC | 109,273 | $6.74M | 0.02% | −68,401−38.5% | Reduced |
| Jacobi Capital Management LLC | 104,617 | $6.45M | 0.48% | +236+0.2% | Added |
| Citigroup Inc | 103,188 | $6.36M | 0.01% | +6,446+6.7% | Added |
| Swiss National Bank | 103,100 | $6.36M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 102,586 | $6.33M | 0.01% | +48,103+88.3% | Added |
| Qube Research & Technologies Ltd | 96,332 | $5.94M | 0.01% | −19,219−16.6% | Reduced |
| California Public Employees Retirement System | 91,180 | $5.62M | 0.00% | −10,962−10.7% | Reduced |
| FMR LLC | 89,058 | $5.49M | 0.00% | +27,619+45.0% | Added |
| New York State Teachers Retirement System | 86,321 | $5.32M | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 84,392 | $5.21M | 0.02% | −66,189−44.0% | Reduced |
| Sterling Capital Management LLC | 77,405 | $4.77M | 0.07% | +1,170+1.5% | Added |
| Envestnet Asset Management Inc | 75,177 | $4.64M | 0.00% | +10,809+16.8% | Added |
| Algert Global LLC | 68,978 | $4.25M | 0.10% | +4,785+7.5% | Added |
| Alliancebernstein L.P. | 65,198 | $4.02M | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 63,027 | $3.89M | 0.00% | +32,059+103.5% | Added |
| Prudential Financial Inc | 53,382 | $3.69M | 0.01% | −1,604−2.9% | Reduced |
| Berkshire Asset Management LLC | 53,188 | $3.49M | 0.17% | −455−0.8% | Reduced |
| Logan Capital Management Inc | 56,000 | $3.45M | 0.14% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 55,445 | $3.42M | 0.10% | +5,688+11.4% | Added |
| Wells Fargo & Company | 55,153 | $3.40M | 0.00% | +7,428+15.6% | Added |
| Great West Life Assurance Co | 55,042 | $3.39M | 0.01% | −3,104−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 52,521 | $3.24M | 0.01% | +2,839+5.7% | Added |
| Citadel Advisors LLC | 52,406 | $3.23M | 0.00% | −40,657−43.7% | Reduced |
| GW&K Investment Management, LLC | 50,530 | $3.12M | 0.03% | −3,452−6.4% | Reduced |
| Janney Montgomery Scott LLC | 50,322 | $3.10M | 0.01% | +499+1.0% | Added |
| California State Teachers Retirement System | 49,107 | $3.03M | 0.00% | −779−1.6% | Reduced |
| Rafferty Asset Management, LLC | 47,831 | $2.95M | 0.01% | −8,845−15.6% | Reduced |
| Waterford Advisors, LLC | 44,863 | $2.77M | 1.41% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 43,328 | $2.67M | 0.01% | −2,285−5.0% | Reduced |
| Hilton Capital Management, LLC | 40,177 | $2.48M | 0.21% | +1,855+4.8% | Added |
| Price T Rowe Associates Inc | 39,791 | $2.46M | 0.00% | +3,735+10.4% | Added |
| Susquehanna International Group, LLP | 34,288 | $2.11M | 0.00% | −11,742−25.5% | Reduced |
| First Trust Advisors LP | 33,887 | $2.09M | 0.00% | −12,612−27.1% | Reduced |
| Anchor Capital Advisors LLC | 33,518 | $2.07M | 0.06% | +554+1.7% | Added |
| SEI Investments Co | 33,239 | $2.05M | 0.00% | +24,127+264.8% | Added |
| Tudor Investment Corp Et Al | 33,072 | $2.04M | 0.02% | +33,072 | New |
| Stifel Financial Corp | 32,727 | $2.02M | 0.00% | +1,976+6.4% | Added |
| Canandaigua National Bank & Trust Co | 32,311 | $1.99M | 0.20% | −594−1.8% | Reduced |
| Toroso Investments, LLC | 32,294 | $1.99M | 0.02% | +1,428+4.6% | Added |
| Royal Bank of Canada | 31,965 | $1.97M | 0.00% | +7,453+30.4% | Added |
| MetLife Investment Management | 31,426 | $1.94M | 0.01% | +1,261+4.2% | Added |
| State of New Jersey Common Pension Fund D | 30,864 | $1.90M | 0.01% | −1,547−4.8% | Reduced |
| State of Alaska, Department of Revenue | 29,807 | $1.84M | 0.02% | −183−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,779 | $1.84M | 0.00% | +1,141+4.0% | Added |
| Illinois Municipal Retirement Fund | 28,103 | $1.73M | 0.02% | −1,523−5.1% | Reduced |
| Quantedge Capital Pte Ltd | 28,100 | $1.73M | 0.63% | +28,100 | New |
| Corebridge Financial, Inc. | 27,863 | $1.72M | 0.01% | −2,176−7.2% | Reduced |
| Manufacturers Life Insurance Company, The | 27,862 | $1.72M | 0.00% | −763−2.7% | Reduced |
| Amundi | 26,504 | $1.60M | 0.00% | +17,254+186.5% | Added |
| Millennium Management LLC | 25,562 | $1.58M | 0.00% | −37,106−59.2% | Reduced |
| Louisiana State Employees Retirement System | 25,400 | $1.57M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 25,313 | $1.56M | 0.01% | −46−0.2% | Reduced |
| Commonwealth Equity Services, LLC | 25,293 | $1.56M | 0.00% | +750+3.1% | Added |
| Canada Pension Plan Investment Board | 25,200 | $1.55M | 0.00% | +25,200 | New |
| Nisa Investment Advisors, LLC | 24,910 | $1.55M | 0.01% | −100−0.4% | Reduced |
| Teacher Retirement System of Texas | 24,655 | $1.52M | 0.01% | +2,872+13.2% | Added |
| LPL Financial LLC | 23,431 | $1.45M | 0.00% | +51+0.2% | Added |
| Janus Henderson Group PLC | 23,412 | $1.44M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 23,376 | $1.44M | 0.00% | −103,851−81.6% | Reduced |
| Comerica Bank | 20,225 | $1.25M | 0.01% | −361−1.8% | Reduced |
| Yousif Capital Management, LLC | 19,903 | $1.23M | 0.01% | −403−2.0% | Reduced |
| Ensign Peak Advisors, Inc | 19,008 | $1.17M | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 18,794 | $1.16M | 0.01% | +6,465+52.4% | Added |
| Maryland State Retirement & Pension System | 17,609 | $1.09M | 0.02% | −135−0.8% | Reduced |
| Moody National Bank Trust Division | 17,265 | $1.06M | 0.11% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 17,109 | $1.05M | 0.01% | 00.0% | Unchanged |