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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 35,908 | $2.04M | 0.00% | +2,021+6.0% | Added |
| Dark Forest Capital Management LP | 39,261 | $2.23M | 0.10% | +30,728+360.1% | Added |
| Thrivent Financial for Lutherans | 41,388 | $2.35M | 0.01% | −1,940−4.5% | Reduced |
| Deutsche Bank AG | 42,251 | $2.40M | 0.00% | −20,776−33.0% | Reduced |
| Price T Rowe Associates Inc | 43,129 | $2.45M | 0.00% | +3,338+8.4% | Added |
| Hilton Capital Management, LLC | 45,195 | $2.57M | 0.22% | +5,018+12.5% | Added |
| California State Teachers Retirement System | 48,389 | $2.75M | 0.00% | −718−1.5% | Reduced |
| GW&K Investment Management, LLC | 49,393 | $2.81M | 0.03% | −1,137−2.3% | Reduced |
| Janney Montgomery Scott LLC | 50,406 | $2.87M | 0.01% | +84+0.2% | Added |
| Great West Life Assurance Co | 50,687 | $2.88M | 0.01% | −4,355−7.9% | Reduced |
| Berkshire Asset Management LLC | 53,188 | $3.02M | 0.14% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 61,263 | $3.14M | 0.07% | +5,818+10.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,815 | $3.17M | 0.01% | +3,294+6.3% | Added |
| Logan Capital Management Inc | 56,000 | $3.18M | 0.14% | 00.0% | Unchanged |
| Algert Global LLC | 57,608 | $3.28M | 0.08% | −11,370−16.5% | Reduced |
| Prudential Financial Inc | 51,622 | $3.56M | 0.01% | −1,760−3.3% | Reduced |
| Alliancebernstein L.P. | 65,274 | $3.71M | 0.00% | +76+0.1% | Added |
| Adage Capital Partners GP, L.L.C. | 70,104 | $3.99M | 0.01% | +70,104 | New |
| Sterling Capital Management LLC | 76,320 | $4.34M | 0.07% | −1,085−1.4% | Reduced |
| Barclays PLC | 77,989 | $4.43M | 0.00% | −31,805−29.0% | Reduced |
| Jacobi Capital Management LLC | 80,150 | $4.56M | 0.34% | −24,467−23.4% | Reduced |
| New York State Teachers Retirement System | 83,621 | $4.75M | 0.01% | −2,700−3.1% | Reduced |
| Envestnet Asset Management Inc | 83,987 | $4.78M | 0.00% | +8,810+11.7% | Added |
| Susquehanna International Group, LLP | 85,508 | $4.86M | 0.01% | +51,220+149.4% | Added |
| California Public Employees Retirement System | 92,011 | $5.23M | 0.00% | +831+0.9% | Added |
| Citadel Advisors LLC | 93,220 | $5.30M | 0.01% | +40,814+77.9% | Added |
| Wells Fargo & Company | 93,257 | $5.30M | 0.00% | +38,104+69.1% | Added |
| Citigroup Inc | 95,194 | $5.41M | 0.00% | −7,994−7.7% | Reduced |
| Swiss National Bank | 101,900 | $5.79M | 0.00% | −1,200−1.2% | Reduced |
| FJ Capital Management LLC | 105,128 | $5.98M | 0.62% | +105,128 | New |
| Qube Research & Technologies Ltd | 105,300 | $5.99M | 0.01% | +8,968+9.3% | Added |
| Russell Investments Group, Ltd. | 108,063 | $6.14M | 0.01% | +5,477+5.3% | Added |
| Community Bank, N.A. | 114,081 | $6.49M | 0.87% | −1,868−1.6% | Reduced |
| FMR LLC | 124,264 | $7.07M | 0.00% | +35,206+39.5% | Added |
| NFJ Investment Group, LLC | 126,612 | $7.20M | 0.24% | −4,014−3.1% | Reduced |
| Victory Capital Management Inc | 130,816 | $7.44M | 0.01% | −3,356−2.5% | Reduced |
| ProShare Advisors LLC | 131,192 | $7.46M | 0.02% | +3,457+2.7% | Added |
| UBS Asset Management Americas Inc | 136,619 | $7.77M | 0.00% | +8,182+6.4% | Added |
| Legal & General Group Plc | 141,651 | $8.05M | 0.00% | −6,022−4.1% | Reduced |
| Jane Street Group, LLC | 145,719 | $8.29M | 0.01% | +122,343+523.4% | Added |
| Rhumbline Advisers | 149,888 | $8.52M | 0.01% | −7,060−4.5% | Reduced |
| Ameriprise Financial Inc | 157,454 | $8.96M | 0.00% | −7,999−4.8% | Reduced |
| UBS Group AG | 159,840 | $9.09M | 0.00% | −80,440−33.5% | Reduced |
| Nuveen, LLC | 163,453 | $9.29M | 0.00% | +163,453 | New |
| Public Sector Pension Investment Board | 167,039 | $9.50M | 0.04% | +36,132+27.6% | Added |
| JPMorgan Chase & Co | 178,567 | $10.2M | 0.00% | −169,838−48.7% | Reduced |
| Waldron Private Wealth LLC | 212,820 | $12.2M | 0.58% | −15,250−6.7% | Reduced |
| Principal Financial Group Inc | 262,245 | $14.9M | 0.01% | +7,376+2.9% | Added |
| Bank of America Corp | 279,271 | $15.9M | 0.00% | +32,757+13.3% | Added |
| Balyasny Asset Management LLC | 283,275 | $16.1M | 0.04% | +174,002+159.2% | Added |
| Invesco Ltd. | 339,696 | $19.3M | 0.00% | +151,189+80.2% | Added |
| Public Employees Retirement Association of Colorado | 381,087 | $21.7M | 0.09% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 430,414 | $24.5M | 0.38% | −32,246−7.0% | Reduced |
| Bank of New York Mellon Corp | 540,816 | $30.8M | 0.01% | −25,104−4.4% | Reduced |
| Goldman Sachs Group Inc | 550,613 | $31.3M | 0.01% | +40,384+7.9% | Added |
| Deprince Race & Zollo Inc | 596,011 | $33.9M | 0.70% | +71,243+13.6% | Added |
| Norges Bank | 607,448 | $34.5M | 0.00% | +43,591+7.7% | Added |
| Charles Schwab Investment Management Inc | 646,723 | $36.8M | 0.01% | −14,594−2.2% | Reduced |
| Northern Trust Corp | 667,060 | $37.9M | 0.01% | −10,781−1.6% | Reduced |
| Federated Hermes, Inc. | 834,490 | $47.4M | 0.10% | +3,103+0.4% | Added |
| Geode Capital Management, LLC | 1,241,548 | $70.6M | 0.01% | +39,360+3.3% | Added |
| Dimensional Fund Advisors LP | 1,796,684 | $102.2M | 0.03% | +21,975+1.2% | Added |
| Morgan Stanley | 2,223,901 | $126.5M | 0.01% | −69,941−3.0% | Reduced |
| State Street Corp | 3,219,185 | $184.6M | 0.01% | −418,388−11.5% | Reduced |
| Neuberger Berman Group LLC | 3,631,552 | $206.5M | 0.17% | +245,200+7.2% | Added |
| Vanguard Group Inc | 6,338,337 | $360.4M | 0.01% | −96,146−1.5% | Reduced |
| BlackRock, Inc. | 7,677,402 | $436.5M | 0.01% | +168,285+2.2% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −144,817−100.0% | Sold out |
| Waterford Advisors, LLC | 0 | $0 | 0.00% | −44,863−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,072−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,175−100.0% | Sold out |
| Nottingham Advisors, Inc. | 0 | $0 | 0.00% | −11,208−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −8,118−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −6,763−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| One Day In July LLC | 0 | $0 | 0.00% | −3,967−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,891−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| Citizens & Northern Corp | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Wealthcare Capital Partners, LLC | 0 | $0 | 0.00% | −3,374−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |