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, Q1 2025
Institutional positions in Community Financial System, Inc. as of Mar 31, 2025. 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
- 267
- +15 vs. Q4 2024
- Shares held
- 38.8M
- +498.4K (+1.3%) vs. Q4 2024
- Total value
- $2.21B
- −$156.5M (−6.6%) vs. Q4 2024
- New holders
- 39
- 82 more added
- Sold out
- 24
- 92 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,677,402 | $436.5M | 0.01% | +168,285+2.2% | Added |
| Vanguard Group Inc | 6,338,337 | $360.4M | 0.01% | −96,146−1.5% | Reduced |
| Neuberger Berman Group LLC | 3,631,552 | $206.5M | 0.17% | +245,200+7.2% | Added |
| State Street Corp | 3,219,185 | $184.6M | 0.01% | −418,388−11.5% | Reduced |
| Morgan Stanley | 2,223,901 | $126.5M | 0.01% | −69,941−3.0% | Reduced |
| Dimensional Fund Advisors LP | 1,796,684 | $102.2M | 0.03% | +21,975+1.2% | Added |
| Geode Capital Management, LLC | 1,241,548 | $70.6M | 0.01% | +39,360+3.3% | Added |
| Federated Hermes, Inc. | 834,490 | $47.4M | 0.10% | +3,103+0.4% | Added |
| Northern Trust Corp | 667,060 | $37.9M | 0.01% | −10,781−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 646,723 | $36.8M | 0.01% | −14,594−2.2% | Reduced |
| Norges Bank | 607,448 | $34.5M | 0.00% | +43,591+7.7% | Added |
| Deprince Race & Zollo Inc | 596,011 | $33.9M | 0.70% | +71,243+13.6% | Added |
| Goldman Sachs Group Inc | 550,613 | $31.3M | 0.01% | +40,384+7.9% | Added |
| Bank of New York Mellon Corp | 540,816 | $30.8M | 0.01% | −25,104−4.4% | Reduced |
| Segall Bryant & Hamill, LLC | 430,414 | $24.5M | 0.38% | −32,246−7.0% | Reduced |
| Public Employees Retirement Association of Colorado | 381,087 | $21.7M | 0.09% | 00.0% | Unchanged |
| Invesco Ltd. | 339,696 | $19.3M | 0.00% | +151,189+80.2% | Added |
| Balyasny Asset Management LLC | 283,275 | $16.1M | 0.04% | +174,002+159.2% | Added |
| Bank of America Corp | 279,271 | $15.9M | 0.00% | +32,757+13.3% | Added |
| Principal Financial Group Inc | 262,245 | $14.9M | 0.01% | +7,376+2.9% | Added |
| Waldron Private Wealth LLC | 212,820 | $12.2M | 0.58% | −15,250−6.7% | Reduced |
| JPMorgan Chase & Co | 178,567 | $10.2M | 0.00% | −169,838−48.7% | Reduced |
| Public Sector Pension Investment Board | 167,039 | $9.50M | 0.04% | +36,132+27.6% | Added |
| Nuveen, LLC | 163,453 | $9.29M | 0.00% | +163,453 | New |
| UBS Group AG | 159,840 | $9.09M | 0.00% | −80,440−33.5% | Reduced |
| Ameriprise Financial Inc | 157,454 | $8.96M | 0.00% | −7,999−4.8% | Reduced |
| Rhumbline Advisers | 149,888 | $8.52M | 0.01% | −7,060−4.5% | Reduced |
| Jane Street Group, LLC | 145,719 | $8.29M | 0.01% | +122,343+523.4% | Added |
| Legal & General Group Plc | 141,651 | $8.05M | 0.00% | −6,022−4.1% | Reduced |
| UBS Asset Management Americas Inc | 136,619 | $7.77M | 0.00% | +8,182+6.4% | Added |
| ProShare Advisors LLC | 131,192 | $7.46M | 0.02% | +3,457+2.7% | Added |
| Victory Capital Management Inc | 130,816 | $7.44M | 0.01% | −3,356−2.5% | Reduced |
| NFJ Investment Group, LLC | 126,612 | $7.20M | 0.24% | −4,014−3.1% | Reduced |
| FMR LLC | 124,264 | $7.07M | 0.00% | +35,206+39.5% | Added |
| Community Bank, N.A. | 114,081 | $6.49M | 0.87% | −1,868−1.6% | Reduced |
| Russell Investments Group, Ltd. | 108,063 | $6.14M | 0.01% | +5,477+5.3% | Added |
| Qube Research & Technologies Ltd | 105,300 | $5.99M | 0.01% | +8,968+9.3% | Added |
| FJ Capital Management LLC | 105,128 | $5.98M | 0.62% | +105,128 | New |
| Swiss National Bank | 101,900 | $5.79M | 0.00% | −1,200−1.2% | Reduced |
| Citigroup Inc | 95,194 | $5.41M | 0.00% | −7,994−7.7% | Reduced |
| Wells Fargo & Company | 93,257 | $5.30M | 0.00% | +38,104+69.1% | Added |
| Citadel Advisors LLC | 93,220 | $5.30M | 0.01% | +40,814+77.9% | Added |
| California Public Employees Retirement System | 92,011 | $5.23M | 0.00% | +831+0.9% | Added |
| Susquehanna International Group, LLP | 85,508 | $4.86M | 0.01% | +51,220+149.4% | Added |
| Envestnet Asset Management Inc | 83,987 | $4.78M | 0.00% | +8,810+11.7% | Added |
| New York State Teachers Retirement System | 83,621 | $4.75M | 0.01% | −2,700−3.1% | Reduced |
| Jacobi Capital Management LLC | 80,150 | $4.56M | 0.34% | −24,467−23.4% | Reduced |
| Barclays PLC | 77,989 | $4.43M | 0.00% | −31,805−29.0% | Reduced |
| Sterling Capital Management LLC | 76,320 | $4.34M | 0.07% | −1,085−1.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 70,104 | $3.99M | 0.01% | +70,104 | New |
| Alliancebernstein L.P. | 65,274 | $3.71M | 0.00% | +76+0.1% | Added |
| Prudential Financial Inc | 51,622 | $3.56M | 0.01% | −1,760−3.3% | Reduced |
| Algert Global LLC | 57,608 | $3.28M | 0.08% | −11,370−16.5% | Reduced |
| Logan Capital Management Inc | 56,000 | $3.18M | 0.14% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 55,815 | $3.17M | 0.01% | +3,294+6.3% | Added |
| Carnegie Capital Asset Management, LLC | 61,263 | $3.14M | 0.07% | +5,818+10.5% | Added |
| Berkshire Asset Management LLC | 53,188 | $3.02M | 0.14% | 00.0% | Unchanged |
| Great West Life Assurance Co | 50,687 | $2.88M | 0.01% | −4,355−7.9% | Reduced |
| Janney Montgomery Scott LLC | 50,406 | $2.87M | 0.01% | +84+0.2% | Added |
| GW&K Investment Management, LLC | 49,393 | $2.81M | 0.03% | −1,137−2.3% | Reduced |
| California State Teachers Retirement System | 48,389 | $2.75M | 0.00% | −718−1.5% | Reduced |
| Hilton Capital Management, LLC | 45,195 | $2.57M | 0.22% | +5,018+12.5% | Added |
| Price T Rowe Associates Inc | 43,129 | $2.45M | 0.00% | +3,338+8.4% | Added |
| Deutsche Bank AG | 42,251 | $2.40M | 0.00% | −20,776−33.0% | Reduced |
| Thrivent Financial for Lutherans | 41,388 | $2.35M | 0.01% | −1,940−4.5% | Reduced |
| Dark Forest Capital Management LP | 39,261 | $2.23M | 0.10% | +30,728+360.1% | Added |
| First Trust Advisors LP | 35,908 | $2.04M | 0.00% | +2,021+6.0% | Added |
| Two Sigma Investments, LP | 35,848 | $2.04M | 0.00% | +35,848 | New |
| Toroso Investments, LLC | 34,742 | $1.98M | 0.02% | +2,448+7.6% | Added |
| Stifel Financial Corp | 34,138 | $1.94M | 0.00% | +1,411+4.3% | Added |
| Millennium Management LLC | 33,617 | $1.91M | 0.00% | +8,055+31.5% | Added |
| Rafferty Asset Management, LLC | 33,411 | $1.90M | 0.01% | −14,420−30.1% | Reduced |
| Anchor Capital Advisors LLC | 33,137 | $1.88M | 0.06% | −381−1.1% | Reduced |
| Canandaigua National Bank & Trust Co | 31,805 | $1.81M | 0.18% | −506−1.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 31,141 | $1.77M | 0.00% | +1,362+4.6% | Added |
| State of New Jersey Common Pension Fund D | 31,062 | $1.77M | 0.01% | +198+0.6% | Added |
| MetLife Investment Management | 30,153 | $1.71M | 0.01% | −1,273−4.1% | Reduced |
| Voloridge Investment Management, LLC | 29,792 | $1.69M | 0.01% | −54,600−64.7% | Reduced |
| Royal Bank of Canada | 29,468 | $1.68M | 0.00% | −2,497−7.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 29,357 | $1.67M | 0.03% | +29,357 | New |
| Illinois Municipal Retirement Fund | 29,309 | $1.67M | 0.02% | +1,206+4.3% | Added |
| State of Alaska, Department of Revenue | 29,183 | $1.66M | 0.02% | −624−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 29,038 | $1.65M | 0.00% | +1,176+4.2% | Added |
| LPL Financial LLC | 27,894 | $1.59M | 0.00% | +4,463+19.0% | Added |
| Corebridge Financial, Inc. | 27,330 | $1.55M | 0.01% | −533−1.9% | Reduced |
| Teacher Retirement System of Texas | 26,478 | $1.51M | 0.01% | +1,823+7.4% | Added |
| Intech Investment Management LLC | 25,846 | $1.47M | 0.02% | +7,052+37.5% | Added |
| Commonwealth Equity Services, LLC | 25,649 | $1.46M | 0.00% | +356+1.4% | Added |
| Nisa Investment Advisors, LLC | 24,665 | $1.41M | 0.01% | −245−1.0% | Reduced |
| Louisiana State Employees Retirement System | 24,800 | $1.41M | 0.03% | −600−2.4% | Reduced |
| Janus Henderson Group PLC | 23,412 | $1.33M | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 21,873 | $1.24M | 0.00% | −3,440−13.6% | Reduced |
| Cubist Systematic Strategies, LLC | 20,390 | $1.16M | 0.02% | +20,390 | New |
| Lazard Asset Management LLC | 20,267 | $1.15M | 0.00% | +20,267 | New |
| SG Americas Securities, LLC | 20,178 | $1.15M | 0.00% | +20,178 | New |
| Amundi | 21,103 | $1.12M | 0.00% | −5,401−20.4% | Reduced |
| Comerica Bank | 19,744 | $1.12M | 0.00% | −481−2.4% | Reduced |
| Yousif Capital Management, LLC | 19,440 | $1.11M | 0.01% | −463−2.3% | Reduced |
| Ensign Peak Advisors, Inc | 19,008 | $1.08M | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 17,265 | $981.7K | 0.10% | 00.0% | Unchanged |