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 |
|---|---|---|---|---|---|
| Invesco, LLC | 6,763 | $417.1K | 0.17% | +442+7.0% | Added |
| Pictet Asset Management Holding SA | 6,787 | $418.6K | 0.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $421.5K | 0.15% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 6,900 | $425.6K | 0.00% | −11,900−63.3% | Reduced |
| The PNC Financial Services Group, Inc. | 7,035 | $433.9K | 0.00% | −381−5.1% | Reduced |
| Sovereign Financial Group, Inc. | 7,294 | $449.9K | 0.10% | 00.0% | Unchanged |
| Jain Global LLC | 7,310 | $450.9K | 0.01% | +7,310 | New |
| Profund Advisors LLC | 7,551 | $465.7K | 0.02% | +2,115+38.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,790 | $481.0K | 0.00% | −3,351−30.1% | Reduced |
| Mutual of America Capital Management LLC | 7,962 | $491.1K | 0.01% | +59+0.7% | Added |
| Man Group plc | 8,118 | $500.7K | 0.00% | −21,167−72.3% | Reduced |
| Carl P. Sherr & Co., LLC | 8,170 | $503.9K | 0.26% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 8,496 | $524.0K | 0.10% | +1,288+17.9% | Added |
| CI Private Wealth, LLC | 8,526 | $525.9K | 0.00% | +327+4.0% | Added |
| Dark Forest Capital Management LP | 8,533 | $526.3K | 0.08% | +8,533 | New |
| Atria Investments LLC | 8,839 | $545.2K | 0.01% | +1,218+16.0% | Added |
| Hanson & Doremus Investment Management | 8,895 | $549.0K | 0.09% | 00.0% | Unchanged |
| Bank of Montreal | 9,140 | $563.8K | 0.00% | +255+2.9% | Added |
| Strategic Financial Services, Inc, | 9,245 | $570.2K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 9,250 | $571.0K | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 9,484 | $585.0K | 0.00% | +1,063+12.6% | Added |
| Fulton Bank, N.A. | 9,506 | $586.3K | 0.02% | +1,428+17.7% | Added |
| Mercer Global Advisors Inc | 9,516 | $587.0K | 0.00% | +150+1.6% | Added |
| New Age Alpha Advisors, LLC | 9,545 | $588.7K | 0.02% | +9,545 | New |
| Massmutual Trust Co FSB | 9,864 | $608.4K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,016 | $617.8K | 0.00% | −4,025−28.7% | Reduced |
| Advantage Alpha Capital Partners LP | 10,054 | $620.1K | 0.15% | +1,144+12.8% | Added |
| Advisor Group Holdings, Inc. | 10,082 | $621.9K | 0.00% | +2,979+41.9% | Added |
| BNP Paribas Arbitrage, SA | 10,293 | $634.9K | 0.00% | −12,289−54.4% | Reduced |
| KLP Kapitalforvaltning AS | 10,900 | $676.2K | 0.00% | +10,900 | New |
| Level Four Advisory Services, LLC | 11,125 | $686.2K | 0.03% | +2,721+32.4% | Added |
| Raymond James Financial Inc | 11,134 | $686.7K | 0.00% | +11,134 | New |
| Police & Firemen's Retirement System of New Jersey | 11,138 | $687.0K | 0.01% | +11,138 | New |
| Nottingham Advisors, Inc. | 11,208 | $691.3K | 0.09% | −112,603−90.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,221 | $692.1K | 0.00% | −10−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 11,370 | $701.3K | 0.40% | −6,576−36.6% | Reduced |
| Occudo Quantitative Strategies LP | 11,719 | $722.8K | 0.13% | −6,713−36.4% | Reduced |
| Handelsbanken Fonder AB | 11,816 | $729.0K | 0.00% | +1,300+12.4% | Added |
| Oregon Public Employees Retirement Fund | 12,344 | $761.4K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 12,950 | $800.9K | 0.00% | +4,857+60.0% | Added |
| Franklin Resources Inc | 13,528 | $834.4K | 0.00% | −455−3.3% | Reduced |
| Natixis Advisors, L.P. | 14,127 | $871.0K | 0.00% | +639+4.7% | Added |
| Jefferies Financial Group Inc. | 14,175 | $874.3K | 0.01% | +14,175 | New |
| American Century Companies Inc | 14,264 | $879.8K | 0.00% | −25−0.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,274 | $880.4K | 0.00% | +2,052+16.8% | Added |
| MML Investors Services, LLC | 14,732 | $909.0K | 0.00% | +2,091+16.5% | Added |
| AQR Capital Management LLC | 14,910 | $919.6K | 0.00% | −17,765−54.4% | Reduced |
| State Board of Administration of Florida Retirement System | 15,108 | $931.9K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,249 | $940.6K | 0.01% | +54+0.4% | Added |
| Amalgamated Bank | 15,380 | $949.0K | 0.01% | −67−0.4% | Reduced |
| Voya Investment Management LLC | 15,784 | $973.6K | 0.00% | −1,148−6.8% | Reduced |
| HighTower Advisors, LLC | 15,880 | $979.5K | 0.00% | −389−2.4% | Reduced |
| Ausbil Investment Management Ltd | 16,771 | $1.04M | 0.62% | −13,781−45.1% | Reduced |
| New York State Common Retirement Fund | 16,883 | $1.04M | 0.00% | +634+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 17,109 | $1.05M | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 17,265 | $1.06M | 0.11% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 17,609 | $1.09M | 0.02% | −135−0.8% | Reduced |
| Intech Investment Management LLC | 18,794 | $1.16M | 0.01% | +6,465+52.4% | Added |
| Ensign Peak Advisors, Inc | 19,008 | $1.17M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 19,903 | $1.23M | 0.01% | −403−2.0% | Reduced |
| Comerica Bank | 20,225 | $1.25M | 0.01% | −361−1.8% | Reduced |
| Jane Street Group, LLC | 23,376 | $1.44M | 0.00% | −103,851−81.6% | Reduced |
| Janus Henderson Group PLC | 23,412 | $1.44M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 23,431 | $1.45M | 0.00% | +51+0.2% | Added |
| Teacher Retirement System of Texas | 24,655 | $1.52M | 0.01% | +2,872+13.2% | Added |
| Nisa Investment Advisors, LLC | 24,910 | $1.55M | 0.01% | −100−0.4% | Reduced |
| Canada Pension Plan Investment Board | 25,200 | $1.55M | 0.00% | +25,200 | New |
| Commonwealth Equity Services, LLC | 25,293 | $1.56M | 0.00% | +750+3.1% | Added |
| State of Tennessee, Treasury Department | 25,313 | $1.56M | 0.01% | −46−0.2% | Reduced |
| Louisiana State Employees Retirement System | 25,400 | $1.57M | 0.03% | 00.0% | Unchanged |
| Millennium Management LLC | 25,562 | $1.58M | 0.00% | −37,106−59.2% | Reduced |
| Amundi | 26,504 | $1.60M | 0.00% | +17,254+186.5% | Added |
| Manufacturers Life Insurance Company, The | 27,862 | $1.72M | 0.00% | −763−2.7% | Reduced |
| Corebridge Financial, Inc. | 27,863 | $1.72M | 0.01% | −2,176−7.2% | Reduced |
| Quantedge Capital Pte Ltd | 28,100 | $1.73M | 0.63% | +28,100 | New |
| Illinois Municipal Retirement Fund | 28,103 | $1.73M | 0.02% | −1,523−5.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 29,779 | $1.84M | 0.00% | +1,141+4.0% | Added |
| State of Alaska, Department of Revenue | 29,807 | $1.84M | 0.02% | −183−0.6% | Reduced |
| State of New Jersey Common Pension Fund D | 30,864 | $1.90M | 0.01% | −1,547−4.8% | Reduced |
| MetLife Investment Management | 31,426 | $1.94M | 0.01% | +1,261+4.2% | Added |
| Royal Bank of Canada | 31,965 | $1.97M | 0.00% | +7,453+30.4% | Added |
| Toroso Investments, LLC | 32,294 | $1.99M | 0.02% | +1,428+4.6% | Added |
| Canandaigua National Bank & Trust Co | 32,311 | $1.99M | 0.20% | −594−1.8% | Reduced |
| Stifel Financial Corp | 32,727 | $2.02M | 0.00% | +1,976+6.4% | Added |
| Tudor Investment Corp Et Al | 33,072 | $2.04M | 0.02% | +33,072 | New |
| SEI Investments Co | 33,239 | $2.05M | 0.00% | +24,127+264.8% | Added |
| Anchor Capital Advisors LLC | 33,518 | $2.07M | 0.06% | +554+1.7% | Added |
| First Trust Advisors LP | 33,887 | $2.09M | 0.00% | −12,612−27.1% | Reduced |
| Susquehanna International Group, LLP | 34,288 | $2.11M | 0.00% | −11,742−25.5% | Reduced |
| Price T Rowe Associates Inc | 39,791 | $2.46M | 0.00% | +3,735+10.4% | Added |
| Hilton Capital Management, LLC | 40,177 | $2.48M | 0.21% | +1,855+4.8% | Added |
| Thrivent Financial for Lutherans | 43,328 | $2.67M | 0.01% | −2,285−5.0% | Reduced |
| Waterford Advisors, LLC | 44,863 | $2.77M | 1.41% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 47,831 | $2.95M | 0.01% | −8,845−15.6% | Reduced |
| California State Teachers Retirement System | 49,107 | $3.03M | 0.00% | −779−1.6% | Reduced |
| Janney Montgomery Scott LLC | 50,322 | $3.10M | 0.01% | +499+1.0% | Added |
| GW&K Investment Management, LLC | 50,530 | $3.12M | 0.03% | −3,452−6.4% | Reduced |
| Citadel Advisors LLC | 52,406 | $3.23M | 0.00% | −40,657−43.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 52,521 | $3.24M | 0.01% | +2,839+5.7% | Added |
| Great West Life Assurance Co | 55,042 | $3.39M | 0.01% | −3,104−5.3% | Reduced |