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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 16,883 | $1.04M | 0.00% | +634+3.9% | Added |
| Ausbil Investment Management Ltd | 16,771 | $1.04M | 0.62% | −13,781−45.1% | Reduced |
| HighTower Advisors, LLC | 15,880 | $979.5K | 0.00% | −389−2.4% | Reduced |
| Voya Investment Management LLC | 15,784 | $973.6K | 0.00% | −1,148−6.8% | Reduced |
| Amalgamated Bank | 15,380 | $949.0K | 0.01% | −67−0.4% | Reduced |
| Arizona State Retirement System | 15,249 | $940.6K | 0.01% | +54+0.4% | Added |
| State Board of Administration of Florida Retirement System | 15,108 | $931.9K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,910 | $919.6K | 0.00% | −17,765−54.4% | Reduced |
| MML Investors Services, LLC | 14,732 | $909.0K | 0.00% | +2,091+16.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,274 | $880.4K | 0.00% | +2,052+16.8% | Added |
| American Century Companies Inc | 14,264 | $879.8K | 0.00% | −25−0.2% | Reduced |
| Jefferies Financial Group Inc. | 14,175 | $874.3K | 0.01% | +14,175 | New |
| Natixis Advisors, L.P. | 14,127 | $871.0K | 0.00% | +639+4.7% | Added |
| Franklin Resources Inc | 13,528 | $834.4K | 0.00% | −455−3.3% | Reduced |
| HSBC Holdings PLC | 12,950 | $800.9K | 0.00% | +4,857+60.0% | Added |
| Oregon Public Employees Retirement Fund | 12,344 | $761.4K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 11,816 | $729.0K | 0.00% | +1,300+12.4% | Added |
| Occudo Quantitative Strategies LP | 11,719 | $722.8K | 0.13% | −6,713−36.4% | Reduced |
| Alliance Wealth Advisors, LLC | 11,370 | $701.3K | 0.40% | −6,576−36.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,221 | $692.1K | 0.00% | −10−0.1% | Reduced |
| Nottingham Advisors, Inc. | 11,208 | $691.3K | 0.09% | −112,603−90.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 11,138 | $687.0K | 0.01% | +11,138 | New |
| Raymond James Financial Inc | 11,134 | $686.7K | 0.00% | +11,134 | New |
| Level Four Advisory Services, LLC | 11,125 | $686.2K | 0.03% | +2,721+32.4% | Added |
| KLP Kapitalforvaltning AS | 10,900 | $676.2K | 0.00% | +10,900 | New |
| BNP Paribas Arbitrage, SA | 10,293 | $634.9K | 0.00% | −12,289−54.4% | Reduced |
| Advisor Group Holdings, Inc. | 10,082 | $621.9K | 0.00% | +2,979+41.9% | Added |
| Advantage Alpha Capital Partners LP | 10,054 | $620.1K | 0.15% | +1,144+12.8% | Added |
| Cetera Investment Advisers | 10,016 | $617.8K | 0.00% | −4,025−28.7% | Reduced |
| Massmutual Trust Co FSB | 9,864 | $608.4K | 0.02% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 9,545 | $588.7K | 0.02% | +9,545 | New |
| Mercer Global Advisors Inc | 9,516 | $587.0K | 0.00% | +150+1.6% | Added |
| Fulton Bank, N.A. | 9,506 | $586.3K | 0.02% | +1,428+17.7% | Added |
| Truist Financial Corp | 9,484 | $585.0K | 0.00% | +1,063+12.6% | Added |
| Resources Management Corp | 9,250 | $571.0K | 0.08% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 9,245 | $570.2K | 0.03% | 00.0% | Unchanged |
| Bank of Montreal | 9,140 | $563.8K | 0.00% | +255+2.9% | Added |
| Hanson & Doremus Investment Management | 8,895 | $549.0K | 0.09% | 00.0% | Unchanged |
| Atria Investments LLC | 8,839 | $545.2K | 0.01% | +1,218+16.0% | Added |
| Dark Forest Capital Management LP | 8,533 | $526.3K | 0.08% | +8,533 | New |
| CI Private Wealth, LLC | 8,526 | $525.9K | 0.00% | +327+4.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,496 | $524.0K | 0.10% | +1,288+17.9% | Added |
| Carl P. Sherr & Co., LLC | 8,170 | $503.9K | 0.26% | 00.0% | Unchanged |
| Man Group plc | 8,118 | $500.7K | 0.00% | −21,167−72.3% | Reduced |
| Mutual of America Capital Management LLC | 7,962 | $491.1K | 0.01% | +59+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,790 | $481.0K | 0.00% | −3,351−30.1% | Reduced |
| Profund Advisors LLC | 7,551 | $465.7K | 0.02% | +2,115+38.9% | Added |
| Jain Global LLC | 7,310 | $450.9K | 0.01% | +7,310 | New |
| Sovereign Financial Group, Inc. | 7,294 | $449.9K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,035 | $433.9K | 0.00% | −381−5.1% | Reduced |
| Allianz Asset Management GmbH | 6,900 | $425.6K | 0.00% | −11,900−63.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $421.5K | 0.15% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,787 | $418.6K | 0.00% | 00.0% | Unchanged |
| Invesco, LLC | 6,763 | $417.1K | 0.17% | +442+7.0% | Added |
| Trust Co of Vermont | 6,657 | $410.6K | 0.02% | +25+0.4% | Added |
| Minerva Advisors LLC | 6,618 | $408.1K | 0.24% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,499 | $400.9K | 0.04% | −626−8.8% | Reduced |
| Allegheny Financial Group LTD | 6,274 | $387.0K | 0.10% | +135+2.2% | Added |
| Congress Wealth Management LLC | 6,256 | $385.9K | 0.01% | +6,256 | New |
| Riggs Asset Managment Co. Inc. | 6,111 | $378.4K | 0.10% | +750+14.0% | Added |
| QRG Capital Management, Inc. | 5,834 | $359.8K | 0.00% | −33−0.6% | Reduced |
| Marshall Wace, LLP | 5,800 | $357.7K | 0.00% | −7,670−56.9% | Reduced |
| Centiva Capital, LP | 5,526 | $340.8K | 0.01% | −4,303−43.8% | Reduced |
| Socha Financial Group, LLC | 5,450 | $336.2K | 0.16% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,300 | $326.9K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,120 | $316.1K | 0.00% | +544+11.9% | Added |
| Peoples Financial Services Corp. | 5,100 | $314.6K | 0.15% | −312−5.8% | Reduced |
| Avantax Advisory Services, Inc. | 4,988 | $307.6K | 0.00% | +59+1.2% | Added |
| CIBC World Markets Corp | 4,895 | $301.9K | 0.00% | +4,895 | New |
| Melfa Wealth Management, LLC | 4,825 | $297.6K | 0.20% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,806 | $296.4K | 0.00% | +568+13.4% | Added |
| Drum Hill Capital, LLC | 4,718 | $291.0K | 0.36% | +4,718 | New |
| AE Wealth Management LLC | 4,558 | $281.1K | 0.00% | +4,558 | New |
| Burns J W & Co Inc | 4,242 | $261.6K | 0.03% | −37−0.9% | Reduced |
| IFG Advisory, LLC | 4,203 | $259.2K | 0.01% | +4,203 | New |
| Harbor Advisors LLC | 4,058 | $250.3K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,014 | $247.6K | 0.06% | −6,190−60.7% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $246.7K | 0.03% | 00.0% | Unchanged |
| One Day In July LLC | 3,967 | $244.7K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,925 | $242.1K | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 3,868 | $238.9K | 0.00% | +64+1.7% | Added |
| Cerity Partners LLC | 3,891 | $233.4K | 0.00% | −1,457−27.2% | Reduced |
| Xponance, Inc. | 3,764 | $232.2K | 0.00% | +3,764 | New |
| Park Avenue Securities LLC | 3,660 | $226.0K | 0.00% | +3,660 | New |
| Keebeck Alpha, LP | 3,480 | $214.6K | 0.22% | +3,480 | New |
| Citizens & Northern Corp | 3,394 | $209.3K | 0.06% | −2,476−42.2% | Reduced |
| Wealthcare Capital Partners, LLC | 3,374 | $208.1K | 0.11% | +3,374 | New |
| Crossmark Global Holdings, Inc. | 3,361 | $207.0K | 0.00% | +3,361 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,325 | $205.1K | 0.14% | +3,325 | New |
| Mackenzie Financial Corp | 3,310 | $204.2K | 0.00% | +3,310 | New |
| KBC Group NV | 2,335 | $144.0K | 0.00% | +519+28.6% | Added |
| Geneos Wealth Management Inc. | 2,285 | $140.9K | 0.00% | +2,285 | New |
| Assetmark, Inc | 2,062 | $127.2K | 0.00% | +2,062 | New |
| Aquatic Capital Management LLC | 2,022 | $124.7K | 0.00% | +2,022 | New |
| Tower Research Capital LLC (TRC) | 1,945 | $120.0K | 0.00% | −5,596−74.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,816 | $112.0K | 0.00% | +12+0.7% | Added |
| STRS Ohio | 1,800 | $111.0K | 0.00% | +400+28.6% | Added |
| Principal Securities, Inc. | 1,774 | $109.4K | 0.00% | +214+13.7% | Added |
| Clearstead Advisors, LLC | 1,279 | $78.9K | 0.00% | −752−37.0% | Reduced |
| Abound Wealth Management | 1,222 | $75.4K | 0.02% | +10+0.8% | Added |