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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 17,149 | $975.1K | 0.00% | +1,269+8.0% | Added |
| Teachers Retirement System of the State of Kentucky | 17,109 | $973.0K | 0.01% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 16,249 | $923.9K | 0.00% | −634−3.8% | Reduced |
| MML Investors Services, LLC | 16,237 | $923.0K | 0.00% | +1,505+10.2% | Added |
| Squarepoint Ops LLC | 15,808 | $898.8K | 0.00% | +15,808 | New |
| SEI Investments Co | 15,430 | $877.4K | 0.00% | −17,809−53.6% | Reduced |
| Maryland State Retirement & Pension System | 15,365 | $873.7K | 0.02% | −2,244−12.7% | Reduced |
| State Board of Administration of Florida Retirement System | 15,108 | $859.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 15,077 | $857.3K | 0.01% | −172−1.1% | Reduced |
| Amalgamated Bank | 14,969 | $851.0K | 0.01% | −411−2.7% | Reduced |
| American Century Companies Inc | 14,356 | $816.3K | 0.00% | +92+0.6% | Added |
| Voya Investment Management LLC | 14,290 | $812.5K | 0.00% | −1,494−9.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,274 | $811.6K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 13,094 | $744.5K | 0.00% | +13,094 | New |
| Franklin Resources Inc | 12,653 | $719.5K | 0.00% | −875−6.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,604 | $716.7K | 0.00% | +1,383+12.3% | Added |
| Renaissance Technologies LLC | 12,308 | $699.8K | 0.00% | +12,308 | New |
| Y-Intercept (Hong Kong) Ltd | 12,210 | $694.3K | 0.05% | +12,210 | New |
| Level Four Advisory Services, LLC | 12,194 | $693.4K | 0.03% | +1,069+9.6% | Added |
| Natixis Advisors, L.P. | 12,118 | $689.0K | 0.00% | −2,009−14.2% | Reduced |
| Oregon Public Employees Retirement Fund | 12,044 | $684.8K | 0.01% | −300−2.4% | Reduced |
| AQR Capital Management LLC | 11,981 | $681.2K | 0.00% | −2,929−19.6% | Reduced |
| Handelsbanken Fonder AB | 11,816 | $672.0K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 11,609 | $660.1K | 0.01% | +6,714+137.2% | Added |
| Alliance Wealth Advisors, LLC | 11,370 | $646.5K | 0.38% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,138 | $633.3K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 11,103 | $631.3K | 0.00% | +1,619+17.1% | Added |
| Raymond James Financial Inc | 11,080 | $630.0K | 0.00% | −54−0.5% | Reduced |
| Bank of Montreal | 11,000 | $625.5K | 0.00% | +1,860+20.4% | Added |
| Dynamic Technology Lab Private Ltd | 10,950 | $622.0K | 0.09% | +10,950 | New |
| Meridian Wealth Partners, LLC | 10,934 | $621.7K | 0.10% | +10,934 | New |
| Cetera Investment Advisers | 10,900 | $619.8K | 0.00% | +884+8.8% | Added |
| KLP Kapitalforvaltning AS | 10,000 | $572.5K | 0.00% | −900−8.3% | Reduced |
| Massmutual Trust Co FSB | 9,864 | $560.9K | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 9,832 | $559.0K | 0.01% | +993+11.2% | Added |
| Fulton Bank, N.A. | 9,755 | $554.7K | 0.02% | +249+2.6% | Added |
| CI Private Wealth, LLC | 9,697 | $551.4K | 0.00% | +1,171+13.7% | Added |
| Occudo Quantitative Strategies LP | 9,622 | $546.0K | 0.07% | −2,097−17.9% | Reduced |
| Los Angeles Capital Management LLC | 9,558 | $543.5K | 0.00% | +9,558 | New |
| Mercer Global Advisors Inc | 9,425 | $535.9K | 0.00% | −91−1.0% | Reduced |
| Resources Management Corp | 9,250 | $526.0K | 0.07% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 9,035 | $513.7K | 0.03% | −210−2.3% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 9,028 | $513.3K | 0.02% | +532+6.3% | Added |
| Two Sigma Advisers, LP | 9,000 | $511.7K | 0.00% | +9,000 | New |
| Trust Co of Vermont | 8,756 | $497.9K | 0.02% | +2,099+31.5% | Added |
| Pictet Asset Management Holding SA | 8,689 | $494.1K | 0.00% | +1,902+28.0% | Added |
| Hanson & Doremus Investment Management | 8,617 | $490.0K | 0.07% | −278−3.1% | Reduced |
| Advisor Group Holdings, Inc. | 8,418 | $478.7K | 0.00% | −1,664−16.5% | Reduced |
| Carl P. Sherr & Co., LLC | 8,170 | $464.5K | 0.25% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,867 | $447.0K | 0.00% | −5,083−39.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,792 | $443.0K | 0.00% | +20.0% | Added |
| Mutual of America Capital Management LLC | 7,670 | $436.1K | 0.01% | −292−3.7% | Reduced |
| BNP Paribas Arbitrage, SA | 7,642 | $434.5K | 0.00% | −2,651−25.8% | Reduced |
| Sovereign Financial Group, Inc. | 7,294 | $414.7K | 0.10% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 7,100 | $403.7K | 0.00% | +7,100 | New |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $388.6K | 0.14% | 00.0% | Unchanged |
| Minerva Advisors LLC | 6,618 | $376.3K | 0.27% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 6,563 | $373.2K | 0.00% | +729+12.5% | Added |
| The PNC Financial Services Group, Inc. | 6,501 | $369.6K | 0.00% | −534−7.6% | Reduced |
| Banque Pictet & Cie SA | 6,433 | $365.8K | 0.00% | +6,433 | New |
| Aquatic Capital Management LLC | 6,263 | $356.1K | 0.01% | +4,241+209.7% | Added |
| Virtu Financial LLC | 6,234 | $354.0K | 0.02% | +6,234 | New |
| Allegheny Financial Group LTD | 6,112 | $347.6K | 0.09% | −162−2.6% | Reduced |
| CWM Advisors, LLC | 6,059 | $344.5K | 0.04% | −440−6.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 6,028 | $342.8K | 0.10% | −83−1.4% | Reduced |
| Quantedge Capital Pte Ltd | 6,000 | $341.2K | 0.11% | −22,100−78.6% | Reduced |
| Ausbil Investment Management Ltd | 5,710 | $324.7K | 0.21% | −11,061−66.0% | Reduced |
| Quadrature Capital Ltd | 5,598 | $318.4K | 0.01% | +5,598 | New |
| State of Wisconsin Investment Board | 5,565 | $316.4K | 0.00% | +759+15.8% | Added |
| Socha Financial Group, LLC | 5,450 | $309.9K | 0.15% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,300 | $301.4K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,100 | $290.0K | 0.14% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,990 | $283.7K | 0.00% | +20.0% | Added |
| HRT Financial LP | 4,960 | $282.0K | 0.00% | +4,960 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,887 | $277.9K | 0.00% | +4,887 | New |
| Benjamin Edwards Inc | 4,737 | $269.4K | 0.00% | −383−7.5% | Reduced |
| Drum Hill Capital, LLC | 4,718 | $268.3K | 0.31% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 4,522 | $257.3K | 0.01% | +4,522 | New |
| Schonfeld Strategic Advisors LLC | 4,509 | $256.4K | 0.00% | +4,509 | New |
| Point72 (DIFC) Ltd | 4,442 | $252.6K | 0.02% | +4,442 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,419 | $251.3K | 0.07% | +4,419 | New |
| Park Avenue Securities LLC | 4,320 | $246.0K | 0.00% | +660+18.0% | Added |
| Melfa Wealth Management, LLC | 4,219 | $239.9K | 0.16% | −606−12.6% | Reduced |
| IFG Advisory, LLC | 4,203 | $239.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,196 | $238.6K | 0.04% | +182+4.5% | Added |
| Profund Advisors LLC | 4,184 | $237.9K | 0.01% | −3,367−44.6% | Reduced |
| Burns J W & Co Inc | 4,107 | $233.5K | 0.03% | −135−3.2% | Reduced |
| Allianz Asset Management GmbH | 4,100 | $233.1K | 0.00% | −2,800−40.6% | Reduced |
| Harbor Advisors LLC | 4,058 | $230.7K | 0.04% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,000 | $227.4K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,949 | $224.6K | 0.00% | −609−13.4% | Reduced |
| Xponance, Inc. | 3,950 | $224.6K | 0.00% | +186+4.9% | Added |
| Advantage Alpha Capital Partners LP | 3,937 | $223.9K | 0.05% | −6,117−60.8% | Reduced |
| Operose Advisors LLC | 3,925 | $223.2K | 0.07% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,789 | $215.0K | 0.00% | +3,789 | New |
| Jain Global LLC | 3,611 | $205.3K | 0.00% | −3,699−50.6% | Reduced |
| Stone House Investment Management, LLC | 3,598 | $204.6K | 0.04% | +3,598 | New |
| MQS Management LLC | 3,598 | $204.6K | 0.12% | +3,598 | New |
| O'Shaughnessy Asset Management, LLC | 3,570 | $203.0K | 0.00% | +3,570 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,150 | $179.1K | 0.12% | −175−5.3% | Reduced |