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 |
|---|---|---|---|---|---|
| Ausbil Investment Management Ltd | 5,710 | $324.7K | 0.21% | −11,061−66.0% | Reduced |
| Quantedge Capital Pte Ltd | 6,000 | $341.2K | 0.11% | −22,100−78.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 6,028 | $342.8K | 0.10% | −83−1.4% | Reduced |
| CWM Advisors, LLC | 6,059 | $344.5K | 0.04% | −440−6.8% | Reduced |
| Allegheny Financial Group LTD | 6,112 | $347.6K | 0.09% | −162−2.6% | Reduced |
| Virtu Financial LLC | 6,234 | $354.0K | 0.02% | +6,234 | New |
| Aquatic Capital Management LLC | 6,263 | $356.1K | 0.01% | +4,241+209.7% | Added |
| Banque Pictet & Cie SA | 6,433 | $365.8K | 0.00% | +6,433 | New |
| The PNC Financial Services Group, Inc. | 6,501 | $369.6K | 0.00% | −534−7.6% | Reduced |
| QRG Capital Management, Inc. | 6,563 | $373.2K | 0.00% | +729+12.5% | Added |
| Minerva Advisors LLC | 6,618 | $376.3K | 0.27% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $388.6K | 0.14% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,100 | $403.7K | 0.00% | +7,100 | New |
| Sovereign Financial Group, Inc. | 7,294 | $414.7K | 0.10% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,642 | $434.5K | 0.00% | −2,651−25.8% | Reduced |
| Mutual of America Capital Management LLC | 7,670 | $436.1K | 0.01% | −292−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,792 | $443.0K | 0.00% | +20.0% | Added |
| HSBC Holdings PLC | 7,867 | $447.0K | 0.00% | −5,083−39.3% | Reduced |
| Carl P. Sherr & Co., LLC | 8,170 | $464.5K | 0.25% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,418 | $478.7K | 0.00% | −1,664−16.5% | Reduced |
| Hanson & Doremus Investment Management | 8,617 | $490.0K | 0.07% | −278−3.1% | Reduced |
| Pictet Asset Management Holding SA | 8,689 | $494.1K | 0.00% | +1,902+28.0% | Added |
| Trust Co of Vermont | 8,756 | $497.9K | 0.02% | +2,099+31.5% | Added |
| Two Sigma Advisers, LP | 9,000 | $511.7K | 0.00% | +9,000 | New |
| Gallagher Fiduciary Advisors, LLC | 9,028 | $513.3K | 0.02% | +532+6.3% | Added |
| Strategic Financial Services, Inc, | 9,035 | $513.7K | 0.03% | −210−2.3% | Reduced |
| Resources Management Corp | 9,250 | $526.0K | 0.07% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,425 | $535.9K | 0.00% | −91−1.0% | Reduced |
| Los Angeles Capital Management LLC | 9,558 | $543.5K | 0.00% | +9,558 | New |
| Occudo Quantitative Strategies LP | 9,622 | $546.0K | 0.07% | −2,097−17.9% | Reduced |
| CI Private Wealth, LLC | 9,697 | $551.4K | 0.00% | +1,171+13.7% | Added |
| Fulton Bank, N.A. | 9,755 | $554.7K | 0.02% | +249+2.6% | Added |
| Atria Investments LLC | 9,832 | $559.0K | 0.01% | +993+11.2% | Added |
| Massmutual Trust Co FSB | 9,864 | $560.9K | 0.02% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 10,000 | $572.5K | 0.00% | −900−8.3% | Reduced |
| Cetera Investment Advisers | 10,900 | $619.8K | 0.00% | +884+8.8% | Added |
| Meridian Wealth Partners, LLC | 10,934 | $621.7K | 0.10% | +10,934 | New |
| Dynamic Technology Lab Private Ltd | 10,950 | $622.0K | 0.09% | +10,950 | New |
| Bank of Montreal | 11,000 | $625.5K | 0.00% | +1,860+20.4% | Added |
| Raymond James Financial Inc | 11,080 | $630.0K | 0.00% | −54−0.5% | Reduced |
| Truist Financial Corp | 11,103 | $631.3K | 0.00% | +1,619+17.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 11,138 | $633.3K | 0.01% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 11,370 | $646.5K | 0.38% | 00.0% | Unchanged |
| CIBC World Markets Corp | 11,609 | $660.1K | 0.01% | +6,714+137.2% | Added |
| Handelsbanken Fonder AB | 11,816 | $672.0K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 11,981 | $681.2K | 0.00% | −2,929−19.6% | Reduced |
| Oregon Public Employees Retirement Fund | 12,044 | $684.8K | 0.01% | −300−2.4% | Reduced |
| Natixis Advisors, L.P. | 12,118 | $689.0K | 0.00% | −2,009−14.2% | Reduced |
| Level Four Advisory Services, LLC | 12,194 | $693.4K | 0.03% | +1,069+9.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,210 | $694.3K | 0.05% | +12,210 | New |
| Renaissance Technologies LLC | 12,308 | $699.8K | 0.00% | +12,308 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,604 | $716.7K | 0.00% | +1,383+12.3% | Added |
| Franklin Resources Inc | 12,653 | $719.5K | 0.00% | −875−6.5% | Reduced |
| Verition Fund Management LLC | 13,094 | $744.5K | 0.00% | +13,094 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,274 | $811.6K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 14,290 | $812.5K | 0.00% | −1,494−9.5% | Reduced |
| American Century Companies Inc | 14,356 | $816.3K | 0.00% | +92+0.6% | Added |
| Amalgamated Bank | 14,969 | $851.0K | 0.01% | −411−2.7% | Reduced |
| Arizona State Retirement System | 15,077 | $857.3K | 0.01% | −172−1.1% | Reduced |
| State Board of Administration of Florida Retirement System | 15,108 | $859.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 15,365 | $873.7K | 0.02% | −2,244−12.7% | Reduced |
| SEI Investments Co | 15,430 | $877.4K | 0.00% | −17,809−53.6% | Reduced |
| Squarepoint Ops LLC | 15,808 | $898.8K | 0.00% | +15,808 | New |
| MML Investors Services, LLC | 16,237 | $923.0K | 0.00% | +1,505+10.2% | Added |
| New York State Common Retirement Fund | 16,249 | $923.9K | 0.00% | −634−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 17,109 | $973.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 17,149 | $975.1K | 0.00% | +1,269+8.0% | Added |
| Moody National Bank Trust Division | 17,265 | $981.7K | 0.10% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 19,008 | $1.08M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 19,440 | $1.11M | 0.01% | −463−2.3% | Reduced |
| Comerica Bank | 19,744 | $1.12M | 0.00% | −481−2.4% | Reduced |
| Amundi | 21,103 | $1.12M | 0.00% | −5,401−20.4% | Reduced |
| SG Americas Securities, LLC | 20,178 | $1.15M | 0.00% | +20,178 | New |
| Lazard Asset Management LLC | 20,267 | $1.15M | 0.00% | +20,267 | New |
| Cubist Systematic Strategies, LLC | 20,390 | $1.16M | 0.02% | +20,390 | New |
| State of Tennessee, Treasury Department | 21,873 | $1.24M | 0.00% | −3,440−13.6% | Reduced |
| Janus Henderson Group PLC | 23,412 | $1.33M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 24,800 | $1.41M | 0.03% | −600−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 24,665 | $1.41M | 0.01% | −245−1.0% | Reduced |
| Commonwealth Equity Services, LLC | 25,649 | $1.46M | 0.00% | +356+1.4% | Added |
| Intech Investment Management LLC | 25,846 | $1.47M | 0.02% | +7,052+37.5% | Added |
| Teacher Retirement System of Texas | 26,478 | $1.51M | 0.01% | +1,823+7.4% | Added |
| Corebridge Financial, Inc. | 27,330 | $1.55M | 0.01% | −533−1.9% | Reduced |
| LPL Financial LLC | 27,894 | $1.59M | 0.00% | +4,463+19.0% | Added |
| Manufacturers Life Insurance Company, The | 29,038 | $1.65M | 0.00% | +1,176+4.2% | Added |
| State of Alaska, Department of Revenue | 29,183 | $1.66M | 0.02% | −624−2.1% | Reduced |
| Illinois Municipal Retirement Fund | 29,309 | $1.67M | 0.02% | +1,206+4.3% | Added |
| Susquehanna Fundamental Investments, LLC | 29,357 | $1.67M | 0.03% | +29,357 | New |
| Royal Bank of Canada | 29,468 | $1.68M | 0.00% | −2,497−7.8% | Reduced |
| Voloridge Investment Management, LLC | 29,792 | $1.69M | 0.01% | −54,600−64.7% | Reduced |
| MetLife Investment Management | 30,153 | $1.71M | 0.01% | −1,273−4.1% | Reduced |
| State of New Jersey Common Pension Fund D | 31,062 | $1.77M | 0.01% | +198+0.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 31,141 | $1.77M | 0.00% | +1,362+4.6% | Added |
| Canandaigua National Bank & Trust Co | 31,805 | $1.81M | 0.18% | −506−1.6% | Reduced |
| Anchor Capital Advisors LLC | 33,137 | $1.88M | 0.06% | −381−1.1% | Reduced |
| Rafferty Asset Management, LLC | 33,411 | $1.90M | 0.01% | −14,420−30.1% | Reduced |
| Millennium Management LLC | 33,617 | $1.91M | 0.00% | +8,055+31.5% | Added |
| Stifel Financial Corp | 34,138 | $1.94M | 0.00% | +1,411+4.3% | Added |
| Toroso Investments, LLC | 34,742 | $1.98M | 0.02% | +2,448+7.6% | Added |
| Two Sigma Investments, LP | 35,848 | $2.04M | 0.00% | +35,848 | New |