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, Q2 2025
Institutional positions in Community Financial System, Inc. as of Jun 30, 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
- 259
- −8 vs. Q1 2025
- Shares held
- 39.2M
- +435.9K (+1.1%) vs. Q1 2025
- Total value
- $2.23B
- +$24.6M (+1.1%) vs. Q1 2025
- New holders
- 19
- 103 more added
- Sold out
- 27
- 79 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,598,948 | $432.2M | 0.01% | −78,454−1.0% | Reduced |
| Vanguard Group Inc | 6,390,604 | $363.4M | 0.01% | +52,267+0.8% | Added |
| Neuberger Berman Group LLC | 3,795,979 | $215.9M | 0.17% | +164,427+4.5% | Added |
| State Street Corp | 3,203,106 | $183.6M | 0.01% | −16,079−0.5% | Reduced |
| Morgan Stanley | 2,224,430 | $126.5M | 0.01% | +5290.0% | Added |
| Dimensional Fund Advisors LP | 1,825,822 | $103.8M | 0.02% | +29,138+1.6% | Added |
| Geode Capital Management, LLC | 1,242,767 | $70.7M | 0.00% | +1,219+0.1% | Added |
| Federated Hermes, Inc. | 757,625 | $43.1M | 0.08% | −76,865−9.2% | Reduced |
| Northern Trust Corp | 647,987 | $36.9M | 0.01% | −19,073−2.9% | Reduced |
| Charles Schwab Investment Management Inc | 629,512 | $35.8M | 0.01% | −17,211−2.7% | Reduced |
| Norges Bank | 607,448 | $34.5M | 0.00% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 591,032 | $33.6M | 0.70% | −4,979−0.8% | Reduced |
| Bank of New York Mellon Corp | 541,206 | $30.8M | 0.01% | +390+0.1% | Added |
| Goldman Sachs Group Inc | 504,362 | $28.7M | 0.00% | −46,251−8.4% | Reduced |
| Segall Bryant & Hamill, LLC | 419,010 | $23.8M | 0.33% | −11,404−2.6% | Reduced |
| Public Employees Retirement Association of Colorado | 381,087 | $21.7M | 0.08% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 354,906 | $20.2M | 0.05% | +71,631+25.3% | Added |
| Invesco Ltd. | 337,149 | $19.2M | 0.00% | −2,547−0.7% | Reduced |
| Principal Financial Group Inc | 299,745 | $17.0M | 0.01% | +37,500+14.3% | Added |
| Bank of America Corp | 273,245 | $15.5M | 0.00% | −6,026−2.2% | Reduced |
| FJ Capital Management LLC | 270,197 | $15.4M | 1.63% | +165,069+157.0% | Added |
| Basswood Capital Management, L.L.C. | 267,018 | $15.2M | 0.76% | +267,018 | New |
| Waldron Private Wealth LLC | 216,121 | $12.4M | 0.54% | +3,301+1.6% | Added |
| Jacobi Capital Management LLC | 206,003 | $11.7M | 0.78% | +125,853+157.0% | Added |
| UBS Asset Management Americas Inc | 193,472 | $11.0M | 0.00% | +56,853+41.6% | Added |
| Public Sector Pension Investment Board | 180,167 | $10.2M | 0.04% | +13,128+7.9% | Added |
| Qube Research & Technologies Ltd | 157,879 | $8.98M | 0.01% | +52,579+49.9% | Added |
| Rhumbline Advisers | 150,916 | $8.58M | 0.01% | +1,028+0.7% | Added |
| Ameriprise Financial Inc | 148,658 | $8.46M | 0.00% | −8,796−5.6% | Reduced |
| Legal & General Group Plc | 143,888 | $8.18M | 0.00% | +2,237+1.6% | Added |
| Victory Capital Management Inc | 143,525 | $8.16M | 0.01% | +12,709+9.7% | Added |
| Nuveen, LLC | 133,520 | $7.59M | 0.00% | −29,933−18.3% | Reduced |
| FMR LLC | 129,184 | $7.35M | 0.00% | +4,920+4.0% | Added |
| UBS Group AG | 120,389 | $6.85M | 0.00% | −39,451−24.7% | Reduced |
| Community Bank, N.A. | 118,285 | $6.73M | 0.88% | +4,204+3.7% | Added |
| ProShare Advisors LLC | 117,839 | $6.70M | 0.01% | −13,353−10.2% | Reduced |
| JPMorgan Chase & Co | 117,550 | $6.69M | 0.00% | −61,017−34.2% | Reduced |
| Barclays PLC | 113,505 | $6.46M | 0.00% | +35,516+45.5% | Added |
| Russell Investments Group, Ltd. | 106,259 | $6.04M | 0.01% | −1,804−1.7% | Reduced |
| NFJ Investment Group, LLC | 105,413 | $5.99M | 0.21% | −21,199−16.7% | Reduced |
| Swiss National Bank | 100,900 | $5.74M | 0.00% | −1,000−1.0% | Reduced |
| Envestnet Asset Management Inc | 97,781 | $5.56M | 0.00% | +13,794+16.4% | Added |
| First Trust Advisors LP | 96,664 | $5.50M | 0.00% | +60,756+169.2% | Added |
| Wells Fargo & Company | 92,990 | $5.29M | 0.00% | −267−0.3% | Reduced |
| California Public Employees Retirement System | 92,254 | $5.25M | 0.00% | +243+0.3% | Added |
| Susquehanna International Group, LLP | 89,435 | $5.09M | 0.01% | +3,927+4.6% | Added |
| New York State Teachers Retirement System | 83,521 | $4.75M | 0.01% | −100−0.1% | Reduced |
| Sterling Capital Management LLC | 76,510 | $4.35M | 0.06% | +190+0.2% | Added |
| Citigroup Inc | 74,778 | $4.25M | 0.00% | −20,416−21.4% | Reduced |
| Prudential Financial Inc | 54,718 | $3.74M | 0.00% | +3,096+6.0% | Added |
| Alliancebernstein L.P. | 65,274 | $3.71M | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 60,935 | $3.47M | 0.07% | −328−0.5% | Reduced |
| Citadel Advisors LLC | 60,026 | $3.41M | 0.00% | −33,194−35.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 55,693 | $3.35M | 0.01% | −122−0.2% | Reduced |
| Logan Capital Management Inc | 56,000 | $3.18M | 0.15% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 52,968 | $3.01M | 0.14% | −220−0.4% | Reduced |
| Algert Global LLC | 51,328 | $2.92M | 0.06% | −6,280−10.9% | Reduced |
| Janney Montgomery Scott LLC | 50,920 | $2.90M | 0.01% | +514+1.0% | Added |
| Tudor Investment Corp Et Al | 50,312 | $2.86M | 0.02% | +50,312 | New |
| Hilton Capital Management, LLC | 49,827 | $2.83M | 0.23% | +4,632+10.2% | Added |
| California State Teachers Retirement System | 48,580 | $2.76M | 0.00% | +191+0.4% | Added |
| Jane Street Group, LLC | 48,556 | $2.76M | 0.00% | −97,163−66.7% | Reduced |
| Great West Life Assurance Co | 48,516 | $2.76M | 0.00% | −2,171−4.3% | Reduced |
| Stifel Financial Corp | 47,912 | $2.72M | 0.00% | +13,774+40.3% | Added |
| Price T Rowe Associates Inc | 47,526 | $2.70M | 0.00% | +4,397+10.2% | Added |
| GW&K Investment Management, LLC | 47,361 | $2.69M | 0.02% | −2,032−4.1% | Reduced |
| Waterford Advisors, LLC | 64,107 | $2.55M | 0.94% | +64,107 | New |
| Thrivent Financial for Lutherans | 39,823 | $2.27M | 0.00% | −1,565−3.8% | Reduced |
| Rafferty Asset Management, LLC | 35,956 | $2.04M | 0.01% | +2,545+7.6% | Added |
| Deutsche Bank AG | 35,446 | $2.02M | 0.00% | −6,805−16.1% | Reduced |
| Toroso Investments, LLC | 35,354 | $2.01M | 0.01% | +612+1.8% | Added |
| Voloridge Investment Management, LLC | 34,725 | $1.97M | 0.01% | +4,933+16.6% | Added |
| State of New Jersey Common Pension Fund D | 33,615 | $1.91M | 0.01% | +2,553+8.2% | Added |
| Anchor Capital Advisors LLC | 33,024 | $1.88M | 0.06% | −113−0.3% | Reduced |
| Canandaigua National Bank & Trust Co | 31,805 | $1.81M | 0.17% | 00.0% | Unchanged |
| MetLife Investment Management | 31,602 | $1.80M | 0.01% | +1,449+4.8% | Added |
| State of Alaska, Department of Revenue | 31,462 | $1.79M | 0.02% | +2,279+7.8% | Added |
| LPL Financial LLC | 29,654 | $1.69M | 0.00% | +1,760+6.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 29,034 | $1.65M | 0.00% | −2,107−6.8% | Reduced |
| Royal Bank of Canada | 27,951 | $1.59M | 0.00% | −1,517−5.1% | Reduced |
| Illinois Municipal Retirement Fund | 27,895 | $1.59M | 0.02% | −1,414−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 27,612 | $1.57M | 0.00% | −1,426−4.9% | Reduced |
| Commonwealth Equity Services, LLC | 26,713 | $1.52M | 0.00% | +1,064+4.1% | Added |
| Intech Investment Management LLC | 25,846 | $1.47M | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 25,297 | $1.44M | 0.04% | −4,060−13.8% | Reduced |
| Nisa Investment Advisors, LLC | 24,794 | $1.42M | 0.01% | +129+0.5% | Added |
| Louisiana State Employees Retirement System | 24,700 | $1.40M | 0.03% | −100−0.4% | Reduced |
| Teacher Retirement System of Texas | 24,291 | $1.38M | 0.01% | −2,187−8.3% | Reduced |
| Janus Henderson Group PLC | 23,412 | $1.33M | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 22,053 | $1.25M | 0.03% | +22,053 | New |
| Lazard Asset Management LLC | 20,468 | $1.16M | 0.00% | +201+1.0% | Added |
| State of Tennessee, Treasury Department | 20,169 | $1.15M | 0.00% | −1,704−7.8% | Reduced |
| Comerica Bank | 19,900 | $1.13M | 0.00% | +156+0.8% | Added |
| Yousif Capital Management, LLC | 19,665 | $1.12M | 0.01% | +225+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 19,060 | $1.08M | 0.03% | +6,850+56.1% | Added |
| Ensign Peak Advisors, Inc | 19,008 | $1.08M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 18,049 | $1.03M | 0.00% | +1,800+11.1% | Added |
| Dynamic Technology Lab Private Ltd | 17,690 | $1.01M | 0.14% | +6,740+61.6% | Added |
| MML Investors Services, LLC | 17,651 | $1.00M | 0.00% | +1,414+8.7% | Added |
| Moody National Bank Trust Division | 17,265 | $981.9K | 0.09% | 00.0% | Unchanged |