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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, 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.

Institutional holdersQ4 2024: 254 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 heldQ4 2024: $2.38B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2024.

Institutions holding CBU in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wells Fargo & Company55,153$3.40M0.00%+7,428+15.6%Added
Carnegie Capital Asset Management, LLC55,445$3.42M0.10%+5,688+11.4%Added
Logan Capital Management Inc56,000$3.45M0.14%00.0%Unchanged
Berkshire Asset Management LLC53,188$3.49M0.17%−455−0.8%Reduced
Prudential Financial Inc53,382$3.69M0.01%−1,604−2.9%Reduced
Deutsche Bank AG63,027$3.89M0.00%+32,059+103.5%Added
Alliancebernstein L.P.65,198$4.02M0.00%00.0%Unchanged
Algert Global LLC68,978$4.25M0.10%+4,785+7.5%Added
Envestnet Asset Management Inc75,177$4.64M0.00%+10,809+16.8%Added
Sterling Capital Management LLC77,405$4.77M0.07%+1,170+1.5%Added
Voloridge Investment Management, LLC84,392$5.21M0.02%−66,189−44.0%Reduced
New York State Teachers Retirement System86,321$5.32M0.01%00.0%Unchanged
FMR LLC89,058$5.49M0.00%+27,619+45.0%Added
California Public Employees Retirement System91,180$5.62M0.00%−10,962−10.7%Reduced
Qube Research & Technologies Ltd96,332$5.94M0.01%−19,219−16.6%Reduced
Russell Investments Group, Ltd.102,586$6.33M0.01%+48,103+88.3%Added
Swiss National Bank103,100$6.36M0.00%00.0%Unchanged
Citigroup Inc103,188$6.36M0.01%+6,446+6.7%Added
Jacobi Capital Management LLC104,617$6.45M0.48%+236+0.2%Added
Balyasny Asset Management LLC109,273$6.74M0.02%−68,401−38.5%Reduced
Barclays PLC109,794$6.77M0.00%+147+0.1%Added
Community Bank, N.A.115,949$7.15M0.92%−1,511−1.3%Reduced
ProShare Advisors LLC127,735$7.88M0.02%−3,216−2.5%Reduced
UBS Asset Management Americas Inc128,437$7.92M0.00%+18,570+16.9%Added
NFJ Investment Group, LLC130,626$8.06M0.26%−10,116−7.2%Reduced
Public Sector Pension Investment Board130,907$8.07M0.03%+19,391+17.4%Added
Victory Capital Management Inc134,172$8.28M0.01%−11,856−8.1%Reduced
Assenagon Asset Management S.A.144,817$8.93M0.02%+126,700+699.3%Added
Legal & General Group Plc147,673$9.11M0.00%+2,289+1.6%Added
Rhumbline Advisers156,948$9.68M0.01%−4,936−3.0%Reduced
Ameriprise Financial Inc165,453$10.2M0.00%−24,343−12.8%Reduced
Invesco Ltd.188,507$11.6M0.00%+8,218+4.6%Added
Waldron Private Wealth LLC228,070$14.1M0.57%00.0%Unchanged
Nuveen Asset Management, LLC238,491$14.7M0.00%−140,460−37.1%Reduced
UBS Group AG240,280$14.8M0.00%+194,979+430.4%Added
Bank of America Corp246,514$15.2M0.00%−46,043−15.7%Reduced
Principal Financial Group Inc254,869$15.7M0.01%+7,160+2.9%Added
JPMorgan Chase & Co348,405$21.5M0.00%+236,028+210.0%Added
Public Employees Retirement Association of Colorado381,087$23.5M0.09%00.0%Unchanged
Segall Bryant & Hamill, LLC462,660$28.5M0.39%−17,185−3.6%Reduced
Goldman Sachs Group Inc510,229$31.5M0.01%−110,587−17.8%Reduced
Deprince Race & Zollo Inc524,768$32.4M0.64%+524,768New
Norges Bank563,857$34.8M0.00%+67,448+13.6%Added
Bank of New York Mellon Corp565,920$34.9M0.01%+34,143+6.4%Added
Charles Schwab Investment Management Inc661,317$40.8M0.01%+8,326+1.3%Added
Northern Trust Corp677,841$41.8M0.01%+145,172+27.3%Added
Federated Hermes, Inc.831,387$51.3M0.11%+94,850+12.9%Added
Geode Capital Management, LLC1,202,188$74.2M0.01%−6,671−0.6%Reduced
Dimensional Fund Advisors LP1,774,709$109.5M0.03%+5220.0%Added
Morgan Stanley2,293,842$141.5M0.01%+52,535+2.3%Added
Neuberger Berman Group LLC3,386,352$208.9M0.17%+220,941+7.0%Added
State Street Corp3,637,573$226.0M0.01%+350,297+10.7%Added
Vanguard Group Inc6,434,483$396.9M0.01%+15,282+0.2%Added
BlackRock, Inc.7,509,117$463.2M0.01%−182,050−2.4%Reduced
HRT Financial LP0$00.00%−66,101−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−58,389−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−52,081−100.0%Sold out
Renaissance Technologies LLC0$00.00%−14,008−100.0%Sold out
Two Sigma Investments, LP0$00.00%−13,074−100.0%Sold out
Paloma Partners Management Co0$00.00%−9,674−100.0%Sold out
Holocene Advisors, LP0$00.00%−8,335−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−8,176−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−7,759−100.0%Sold out
Weiss Asset Management LP0$00.00%−7,536−100.0%Sold out
Engineers Gate Manager LP0$00.00%−6,127−100.0%Sold out
Lazard Asset Management LLC0$00.00%−5,959−100.0%Sold out
LMR Partners LLP0$00.00%−5,758−100.0%Sold out
Brevan Howard Capital Management LP0$00.00%−5,327−100.0%Sold out
CIBC Asset Management Inc0$00.00%−5,135−100.0%Sold out
Bailard, Inc.0$00.00%−4,500−100.0%Sold out
Lipe & Dalton0$00.00%−4,309−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−4,042−100.0%Sold out
Capula Management Ltd0$00.00%−3,703−100.0%Sold out
Nomura Holdings Inc0$00.00%−3,676−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−2,360−100.0%Sold out
SG Americas Securities, LLC0$00.00%−2,040−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−1,600−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−708−100.0%Sold out
Central Trust Co0$00.00%−185−100.0%Sold out
Hazlett, Burt & Watson, Inc.0$00.00%−150−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−68−100.0%Sold out
HM Payson & Co0$00.00%−18−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−12−100.0%Sold out
Voisard Asset Management Group, Inc.0$00.00%−7−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−3−100.0%Sold out
Claris Advisors, LLC0$00.00%−3−100.0%Sold out
Raymond James Financial Services Advisors, Inc.––––Not filed
M&R Capital Management Inc––––Not filed