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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 17,030 | $968.5K | 0.00% | −119−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 16,675 | $948.3K | 0.00% | −53,429−76.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,949 | $907.0K | 0.01% | −1,160−6.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,607 | $887.6K | 0.00% | +1,333+9.3% | Added |
| Maryland State Retirement & Pension System | 15,532 | $883.3K | 0.02% | +167+1.1% | Added |
| Arizona State Retirement System | 15,420 | $876.9K | 0.01% | +343+2.3% | Added |
| Atria Investments LLC | 15,321 | $871.3K | 0.01% | +5,489+55.8% | Added |
| Cetera Investment Advisers | 15,175 | $863.0K | 0.00% | +4,275+39.2% | Added |
| State Board of Administration of Florida Retirement System | 15,108 | $859.2K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 15,027 | $854.6K | 0.00% | −20,821−58.1% | Reduced |
| Amalgamated Bank | 15,017 | $854.0K | 0.01% | +48+0.3% | Added |
| Voya Investment Management LLC | 14,501 | $824.7K | 0.00% | +211+1.5% | Added |
| American Century Companies Inc | 14,399 | $818.9K | 0.00% | +43+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,569 | $771.7K | 0.00% | +965+7.7% | Added |
| Occudo Quantitative Strategies LP | 13,385 | $761.2K | 0.09% | +3,763+39.1% | Added |
| Level Four Advisory Services, LLC | 13,293 | $756.0K | 0.03% | +1,099+9.0% | Added |
| SEI Investments Co | 12,831 | $729.7K | 0.00% | −2,599−16.8% | Reduced |
| Franklin Resources Inc | 12,273 | $698.0K | 0.00% | −380−3.0% | Reduced |
| Oregon Public Employees Retirement Fund | 12,144 | $690.6K | 0.01% | +100+0.8% | Added |
| Natixis Advisors, L.P. | 12,073 | $687.0K | 0.00% | −45−0.4% | Reduced |
| Handelsbanken Fonder AB | 11,816 | $672.0K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 11,810 | $671.6K | 0.01% | +672+6.0% | Added |
| AQR Capital Management LLC | 11,534 | $656.0K | 0.00% | −447−3.7% | Reduced |
| KLP Kapitalforvaltning AS | 11,100 | $635.6K | 0.00% | +1,100+11.0% | Added |
| Raymond James Financial Inc | 11,095 | $631.0K | 0.00% | +15+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 11,054 | $628.6K | 0.02% | +2,026+22.4% | Added |
| Bank of Montreal | 11,040 | $627.8K | 0.00% | +40+0.4% | Added |
| Alliance Wealth Advisors, LLC | 11,011 | $626.2K | 0.34% | −359−3.2% | Reduced |
| Meridian Wealth Partners, LLC | 10,934 | $621.8K | 0.09% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 10,627 | $604.4K | 0.01% | +4,364+69.7% | Added |
| Truist Financial Corp | 10,432 | $593.3K | 0.00% | −671−6.0% | Reduced |
| Fulton Bank, N.A. | 9,880 | $561.9K | 0.02% | +125+1.3% | Added |
| CI Private Wealth, LLC | 9,678 | $550.4K | 0.00% | −19−0.2% | Reduced |
| Los Angeles Capital Management LLC | 9,558 | $543.6K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 9,496 | $540.1K | 0.00% | +71+0.8% | Added |
| Advisor Group Holdings, Inc. | 9,358 | $532.2K | 0.00% | +940+11.2% | Added |
| Amundi | 8,691 | $514.2K | 0.00% | −12,412−58.8% | Reduced |
| Strategic Financial Services, Inc, | 8,812 | $501.1K | 0.03% | −223−2.5% | Reduced |
| Trust Co of Vermont | 8,756 | $498.0K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 8,689 | $494.1K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 8,220 | $467.5K | 0.00% | −25,397−75.5% | Reduced |
| Carl P. Sherr & Co., LLC | 8,170 | $464.6K | 0.23% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,053 | $458.0K | 0.00% | −12,125−60.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,062 | $458.0K | 0.00% | +270+3.5% | Added |
| Hanson & Doremus Investment Management | 7,587 | $431.0K | 0.06% | −1,030−12.0% | Reduced |
| Sovereign Financial Group, Inc. | 7,294 | $414.8K | 0.09% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,981 | $398.2K | 0.00% | −886−11.3% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $388.6K | 0.13% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,832 | $388.5K | 0.04% | +773+12.8% | Added |
| Mutual of America Capital Management LLC | 6,789 | $386.1K | 0.00% | −881−11.5% | Reduced |
| QRG Capital Management, Inc. | 6,740 | $383.3K | 0.00% | +177+2.7% | Added |
| Renaissance Technologies LLC | 6,708 | $381.5K | 0.00% | −5,600−45.5% | Reduced |
| CIBC World Markets Corp | 6,527 | $371.2K | 0.00% | −5,082−43.8% | Reduced |
| Tower Research Capital LLC (TRC) | 6,474 | $368.2K | 0.01% | +4,360+206.2% | Added |
| Minerva Advisors LLC | 6,618 | $366.5K | 0.24% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,423 | $365.3K | 0.00% | −78−1.2% | Reduced |
| Allegheny Financial Group LTD | 6,122 | $348.2K | 0.08% | +10+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 6,028 | $342.8K | 0.08% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 6,028 | $342.8K | 0.00% | −405−6.3% | Reduced |
| BNP Paribas Arbitrage, SA | 5,711 | $324.8K | 0.00% | −1,931−25.3% | Reduced |
| Ausbil Investment Management Ltd | 5,710 | $324.7K | 0.19% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,585 | $318.0K | 0.00% | +5,585 | New |
| Socha Financial Group, LLC | 5,450 | $309.9K | 0.14% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 5,417 | $308.1K | 0.00% | +5,417 | New |
| Benjamin Edwards Inc | 5,307 | $301.9K | 0.00% | +570+12.0% | Added |
| 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. | 5,084 | $289.1K | 0.00% | +94+1.9% | Added |
| State of Wisconsin Investment Board | 4,954 | $281.7K | 0.00% | −611−11.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,887 | $277.9K | 0.00% | 00.0% | Unchanged |
| Drum Hill Capital, LLC | 4,718 | $268.3K | 0.30% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,534 | $258.0K | 0.00% | +214+5.0% | Added |
| Melfa Wealth Management, LLC | 4,219 | $239.9K | 0.15% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,204 | $239.1K | 0.01% | +20+0.5% | Added |
| IFG Advisory, LLC | 4,203 | $239.0K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,196 | $238.6K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 4,188 | $238.2K | 0.00% | +4,188 | New |
| Xponance, Inc. | 4,110 | $233.7K | 0.00% | +160+4.1% | Added |
| Two Sigma Advisers, LP | 4,000 | $227.5K | 0.00% | −5,000−55.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $227.5K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,991 | $227.0K | 0.00% | +42+1.1% | Added |
| Operose Advisors LLC | 3,925 | $223.2K | 0.06% | 00.0% | Unchanged |
| Burns J W & Co Inc | 3,829 | $217.7K | 0.03% | −278−6.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,809 | $216.6K | 0.00% | +239+6.7% | Added |
| Stone House Investment Management, LLC | 3,598 | $204.6K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 3,595 | $204.0K | 0.00% | −1,365−27.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,150 | $179.1K | 0.12% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,957 | $168.1K | 0.04% | +2,957 | New |
| New Age Alpha Advisors, LLC | 2,773 | $157.7K | 0.01% | +44+1.6% | Added |
| Principal Securities, Inc. | 2,334 | $132.7K | 0.00% | +560+31.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,804 | $102.6K | 0.00% | −6−0.3% | Reduced |
| KBC Group NV | 1,668 | $95.0K | 0.00% | −1,130−40.4% | Reduced |
| Farther Finance Advisors, LLC | 1,403 | $79.8K | 0.00% | +1,254+841.6% | Added |
| STRS Ohio | 1,400 | $79.6K | 0.00% | −400−22.2% | Reduced |
| Smartleaf Asset Management LLC | 1,267 | $72.4K | 0.01% | −16−1.2% | Reduced |
| Abound Wealth Management | 1,222 | $69.5K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 1,202 | $68.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,124 | $63.9K | 0.00% | −115−9.3% | Reduced |
| US Bancorp | 1,123 | $63.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,000 | $56.9K | 0.00% | 00.0% | Unchanged |