Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 259 institutions
Q1 2021: 211 institutionsQ2 2021: 221 institutionsQ3 2021: 237 institutionsQ4 2021: 244 institutionsQ1 2022: 244 institutionsQ2 2022: 240 institutionsQ3 2022: 249 institutionsQ4 2022: 254 institutionsQ1 2023: 245 institutionsQ2 2023: 222 institutionsQ3 2023: 236 institutionsQ4 2023: 245 institutionsQ1 2024: 235 institutionsQ2 2024: 245 institutionsQ3 2024: 255 institutionsQ4 2024: 254 institutionsQ1 2025: 267 institutionsQ2 2025: 259 institutionsQ3 2025: 255 institutionsQ4 2025: 264 institutionsQ1 2026: 265 institutionsQ2 2026: 280 institutions
Value heldQ2 2025: $2.23B
Q1 2021: $2.94BQ2 2021: $2.89BQ3 2021: $2.60BQ4 2021: $2.81BQ1 2022: $2.65BQ2 2022: $2.41BQ3 2022: $2.35BQ4 2022: $2.43BQ1 2023: $2.06BQ2 2023: $1.92BQ3 2023: $1.69BQ4 2023: $2.05BQ1 2024: $1.83BQ2 2024: $1.78BQ3 2024: $2.18BQ4 2024: $2.38BQ1 2025: $2.21BQ2 2025: $2.23BQ3 2025: $2.30BQ4 2025: $2.30BQ1 2026: $2.35BQ2 2026: $2.75B
Institutions holding CBU and their total value by quarter
QuarterHoldersValue
Q2 2026280$2.75B
Q1 2026265$2.35B
Q4 2025264$2.30B
Q3 2025255$2.30B
Q2 2025259$2.23B
Q1 2025267$2.21B
Q4 2024254$2.38B
Q3 2024255$2.18B
Q2 2024245$1.78B
Q1 2024235$1.83B
Q4 2023245$2.05B
Q3 2023236$1.69B
Q2 2023222$1.92B
Q1 2023245$2.06B
Q4 2022254$2.43B
Q3 2022249$2.35B
Q2 2022240$2.41B
Q1 2022244$2.65B
Q4 2021244$2.81B
Q3 2021237$2.60B
Q2 2021221$2.89B
Q1 2021211$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.

Institutions holding CBU in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Tudor Investment Corp Et Al50,312$2.86M0.02%+50,312New
Janney Montgomery Scott LLC50,920$2.90M0.01%+514+1.0%Added
Algert Global LLC51,328$2.92M0.06%−6,280−10.9%Reduced
Berkshire Asset Management LLC52,968$3.01M0.14%−220−0.4%Reduced
Logan Capital Management Inc56,000$3.18M0.15%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC55,693$3.35M0.01%−122−0.2%Reduced
Citadel Advisors LLC60,026$3.41M0.00%−33,194−35.6%Reduced
Carnegie Capital Asset Management, LLC60,935$3.47M0.07%−328−0.5%Reduced
Alliancebernstein L.P.65,274$3.71M0.00%00.0%Unchanged
Prudential Financial Inc54,718$3.74M0.00%+3,096+6.0%Added
Citigroup Inc74,778$4.25M0.00%−20,416−21.4%Reduced
Sterling Capital Management LLC76,510$4.35M0.06%+190+0.2%Added
New York State Teachers Retirement System83,521$4.75M0.01%−100−0.1%Reduced
Susquehanna International Group, LLP89,435$5.09M0.01%+3,927+4.6%Added
California Public Employees Retirement System92,254$5.25M0.00%+243+0.3%Added
Wells Fargo & Company92,990$5.29M0.00%−267−0.3%Reduced
First Trust Advisors LP96,664$5.50M0.00%+60,756+169.2%Added
Envestnet Asset Management Inc97,781$5.56M0.00%+13,794+16.4%Added
Swiss National Bank100,900$5.74M0.00%−1,000−1.0%Reduced
NFJ Investment Group, LLC105,413$5.99M0.21%−21,199−16.7%Reduced
Russell Investments Group, Ltd.106,259$6.04M0.01%−1,804−1.7%Reduced
Barclays PLC113,505$6.46M0.00%+35,516+45.5%Added
JPMorgan Chase & Co117,550$6.69M0.00%−61,017−34.2%Reduced
ProShare Advisors LLC117,839$6.70M0.01%−13,353−10.2%Reduced
Community Bank, N.A.118,285$6.73M0.88%+4,204+3.7%Added
UBS Group AG120,389$6.85M0.00%−39,451−24.7%Reduced
FMR LLC129,184$7.35M0.00%+4,920+4.0%Added
Nuveen, LLC133,520$7.59M0.00%−29,933−18.3%Reduced
Victory Capital Management Inc143,525$8.16M0.01%+12,709+9.7%Added
Legal & General Group Plc143,888$8.18M0.00%+2,237+1.6%Added
Ameriprise Financial Inc148,658$8.46M0.00%−8,796−5.6%Reduced
Rhumbline Advisers150,916$8.58M0.01%+1,028+0.7%Added
Qube Research & Technologies Ltd157,879$8.98M0.01%+52,579+49.9%Added
Public Sector Pension Investment Board180,167$10.2M0.04%+13,128+7.9%Added
UBS Asset Management Americas Inc193,472$11.0M0.00%+56,853+41.6%Added
Jacobi Capital Management LLC206,003$11.7M0.78%+125,853+157.0%Added
Waldron Private Wealth LLC216,121$12.4M0.54%+3,301+1.6%Added
Basswood Capital Management, L.L.C.267,018$15.2M0.76%+267,018New
FJ Capital Management LLC270,197$15.4M1.63%+165,069+157.0%Added
Bank of America Corp273,245$15.5M0.00%−6,026−2.2%Reduced
Principal Financial Group Inc299,745$17.0M0.01%+37,500+14.3%Added
Invesco Ltd.337,149$19.2M0.00%−2,547−0.7%Reduced
Balyasny Asset Management LLC354,906$20.2M0.05%+71,631+25.3%Added
Public Employees Retirement Association of Colorado381,087$21.7M0.08%00.0%Unchanged
Segall Bryant & Hamill, LLC419,010$23.8M0.33%−11,404−2.6%Reduced
Goldman Sachs Group Inc504,362$28.7M0.00%−46,251−8.4%Reduced
Bank of New York Mellon Corp541,206$30.8M0.01%+390+0.1%Added
Deprince Race & Zollo Inc591,032$33.6M0.70%−4,979−0.8%Reduced
Norges Bank607,448$34.5M0.00%00.0%Unchanged
Charles Schwab Investment Management Inc629,512$35.8M0.01%−17,211−2.7%Reduced
Northern Trust Corp647,987$36.9M0.01%−19,073−2.9%Reduced
Federated Hermes, Inc.757,625$43.1M0.08%−76,865−9.2%Reduced
Geode Capital Management, LLC1,242,767$70.7M0.00%+1,219+0.1%Added
Dimensional Fund Advisors LP1,825,822$103.8M0.02%+29,138+1.6%Added
Morgan Stanley2,224,430$126.5M0.01%+5290.0%Added
State Street Corp3,203,106$183.6M0.01%−16,079−0.5%Reduced
Neuberger Berman Group LLC3,795,979$215.9M0.17%+164,427+4.5%Added
Vanguard Group Inc6,390,604$363.4M0.01%+52,267+0.8%Added
BlackRock, Inc.7,598,948$432.2M0.01%−78,454−1.0%Reduced
Dark Forest Capital Management LP0$00.00%−39,261−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−27,330−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−20,390−100.0%Sold out
Squarepoint Ops LLC0$00.00%−15,808−100.0%Sold out
Verition Fund Management LLC0$00.00%−13,094−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−9,864−100.0%Sold out
Resources Management Corp0$00.00%−9,250−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−7,100−100.0%Sold out
Virtu Financial LLC0$00.00%−6,234−100.0%Sold out
Quantedge Capital Pte Ltd0$00.00%−6,000−100.0%Sold out
Quadrature Capital Ltd0$00.00%−5,598−100.0%Sold out
Eisler Capital Management Ltd.0$00.00%−4,522−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−4,509−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−4,442−100.0%Sold out
Point72 Asia (Singapore) Pte. Ltd.0$00.00%−4,419−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−4,100−100.0%Sold out
Harbor Advisors LLC0$00.00%−4,058−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−3,937−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−3,789−100.0%Sold out
Jain Global LLC0$00.00%−3,611−100.0%Sold out
MQS Management LLC0$00.00%−3,598−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−439−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−349−100.0%Sold out
Simplex Trading, LLC0$00.00%−120−100.0%Sold out
Stephens Consulting, LLC0$00.00%−15−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−7−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−7−100.0%Sold out