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, Q3 2025
Institutional positions in Community Financial System, Inc. as of Sep 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
- 255
- 0 vs. Q2 2025
- Shares held
- 39.2M
- +599.6K (+1.6%) vs. Q2 2025
- Total value
- $2.30B
- +$103.7M (+4.7%) vs. Q2 2025
- New holders
- 22
- 90 more added
- Sold out
- 22
- 93 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,436,652 | $436.1M | 0.01% | −162,296−2.1% | Reduced |
| Vanguard Group Inc | 6,313,381 | $370.2M | 0.01% | −77,223−1.2% | Reduced |
| Neuberger Berman Group LLC | 4,022,327 | $235.9M | 0.17% | +226,348+6.0% | Added |
| State Street Corp | 3,295,504 | $194.7M | 0.01% | +92,398+2.9% | Added |
| Morgan Stanley | 2,266,462 | $132.9M | 0.01% | +42,032+1.9% | Added |
| Dimensional Fund Advisors LP | 1,816,048 | $106.5M | 0.02% | −9,774−0.5% | Reduced |
| Geode Capital Management, LLC | 1,251,067 | $73.4M | 0.00% | +8,300+0.7% | Added |
| Federated Hermes, Inc. | 744,262 | $43.6M | 0.08% | −13,363−1.8% | Reduced |
| FMR LLC | 737,159 | $43.2M | 0.00% | +607,975+470.6% | Added |
| NFJ Investment Group, LLC | 726,051 | $42.6M | 1.47% | +620,638+588.8% | Added |
| Northern Trust Corp | 642,590 | $37.7M | 0.00% | −5,397−0.8% | Reduced |
| Charles Schwab Investment Management Inc | 638,056 | $37.4M | 0.01% | +8,544+1.4% | Added |
| Bank of America Corp | 636,257 | $37.3M | 0.00% | +363,012+132.9% | Added |
| Deprince Race & Zollo Inc | 585,532 | $34.3M | 0.69% | −5,500−0.9% | Reduced |
| Bank of New York Mellon Corp | 524,438 | $30.8M | 0.01% | −16,768−3.1% | Reduced |
| Goldman Sachs Group Inc | 515,358 | $30.2M | 0.00% | +10,996+2.2% | Added |
| Segall Bryant & Hamill, LLC | 407,524 | $23.9M | 0.32% | −11,486−2.7% | Reduced |
| Public Employees Retirement Association of Colorado | 381,087 | $22.3M | 0.08% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 302,146 | $17.7M | 0.04% | −52,760−14.9% | Reduced |
| UBS Group AG | 276,438 | $16.2M | 0.00% | +156,049+129.6% | Added |
| Principal Financial Group Inc | 255,314 | $15.0M | 0.01% | −44,431−14.8% | Reduced |
| Waldron Private Wealth LLC | 210,242 | $12.4M | 0.50% | −5,879−2.7% | Reduced |
| Public Sector Pension Investment Board | 206,169 | $12.1M | 0.04% | +26,002+14.4% | Added |
| Rhumbline Advisers | 153,136 | $8.98M | 0.01% | +2,220+1.5% | Added |
| Invesco Ltd. | 151,853 | $8.90M | 0.00% | −185,296−55.0% | Reduced |
| Victory Capital Management Inc | 144,188 | $8.46M | 0.01% | +663+0.5% | Added |
| Ameriprise Financial Inc | 141,875 | $8.32M | 0.00% | −6,783−4.6% | Reduced |
| Legal & General Group Plc | 139,954 | $8.21M | 0.00% | −3,934−2.7% | Reduced |
| Nuveen, LLC | 133,520 | $7.83M | 0.00% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 122,201 | $7.17M | 0.33% | −144,817−54.2% | Reduced |
| Community Bank, N.A. | 118,568 | $6.95M | 0.84% | +283+0.2% | Added |
| Envestnet Asset Management Inc | 114,362 | $6.71M | 0.00% | +16,581+17.0% | Added |
| ProShare Advisors LLC | 113,743 | $6.67M | 0.01% | −4,096−3.5% | Reduced |
| JPMorgan Chase & Co | 111,963 | $6.57M | 0.00% | −5,587−4.8% | Reduced |
| UBS Asset Management Americas Inc | 110,306 | $6.47M | 0.00% | −83,166−43.0% | Reduced |
| Swiss National Bank | 102,400 | $6.00M | 0.00% | +1,500+1.5% | Added |
| Russell Investments Group, Ltd. | 95,345 | $5.59M | 0.01% | −10,914−10.3% | Reduced |
| California Public Employees Retirement System | 92,010 | $5.40M | 0.00% | −244−0.3% | Reduced |
| New York State Teachers Retirement System | 83,421 | $4.89M | 0.01% | −100−0.1% | Reduced |
| Sterling Capital Management LLC | 80,268 | $4.71M | 0.07% | +3,758+4.9% | Added |
| Barclays PLC | 77,700 | $4.56M | 0.00% | −35,805−31.5% | Reduced |
| Numerai GP LLC | 70,206 | $4.12M | 0.58% | +70,206 | New |
| Jacobi Capital Management LLC | 70,090 | $4.11M | 0.25% | −135,913−66.0% | Reduced |
| Alliancebernstein L.P. | 65,674 | $3.85M | 0.00% | +400+0.6% | Added |
| First Trust Advisors LP | 62,526 | $3.67M | 0.00% | −34,138−35.3% | Reduced |
| Wells Fargo & Company | 60,526 | $3.55M | 0.00% | −32,464−34.9% | Reduced |
| Hilton Capital Management, LLC | 58,228 | $3.41M | 0.28% | +8,401+16.9% | Added |
| Janney Montgomery Scott LLC | 56,380 | $3.31M | 0.01% | +5,460+10.7% | Added |
| Logan Capital Management Inc | 56,000 | $3.28M | 0.14% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 55,448 | $3.23M | 0.00% | −245−0.4% | Reduced |
| Qube Research & Technologies Ltd | 54,977 | $3.22M | 0.00% | −102,902−65.2% | Reduced |
| Prudential Financial Inc | 52,943 | $3.10M | 0.00% | −1,775−3.2% | Reduced |
| Berkshire Asset Management LLC | 52,786 | $3.10M | 0.13% | −182−0.3% | Reduced |
| Price T Rowe Associates Inc | 50,174 | $2.94M | 0.00% | +2,648+5.6% | Added |
| Great West Life Assurance Co | 49,473 | $2.92M | 0.00% | +957+2.0% | Added |
| Stifel Financial Corp | 49,464 | $2.90M | 0.00% | +1,552+3.2% | Added |
| California State Teachers Retirement System | 48,583 | $2.85M | 0.00% | +30.0% | Added |
| Riggs Asset Managment Co. Inc. | 47,787 | $2.80M | 0.61% | +41,759+692.8% | Added |
| Citigroup Inc | 47,237 | $2.77M | 0.00% | −27,541−36.8% | Reduced |
| Verition Fund Management LLC | 46,220 | $2.71M | 0.02% | +46,220 | New |
| Rafferty Asset Management, LLC | 45,899 | $2.69M | 0.01% | +9,943+27.7% | Added |
| GW&K Investment Management, LLC | 45,664 | $2.68M | 0.02% | −1,697−3.6% | Reduced |
| Millennium Management LLC | 41,757 | $2.45M | 0.00% | +33,537+408.0% | Added |
| Toroso Investments, LLC | 41,111 | $2.41M | 0.01% | +5,757+16.3% | Added |
| Deutsche Bank AG | 40,846 | $2.40M | 0.00% | +5,400+15.2% | Added |
| Thrivent Financial for Lutherans | 38,839 | $2.28M | 0.00% | −984−2.5% | Reduced |
| State of New Jersey Common Pension Fund D | 37,186 | $2.18M | 0.01% | +3,571+10.6% | Added |
| Citadel Advisors LLC | 35,790 | $2.10M | 0.00% | −24,236−40.4% | Reduced |
| Anchor Capital Advisors LLC | 35,616 | $2.09M | 0.06% | +2,592+7.8% | Added |
| Voloridge Investment Management, LLC | 35,301 | $2.07M | 0.01% | +576+1.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 34,473 | $2.02M | 0.03% | +12,420+56.3% | Added |
| LPL Financial LLC | 32,817 | $1.92M | 0.00% | +3,163+10.7% | Added |
| MetLife Investment Management | 30,787 | $1.81M | 0.01% | −815−2.6% | Reduced |
| Susquehanna International Group, LLP | 30,785 | $1.81M | 0.00% | −58,650−65.6% | Reduced |
| HRT Financial LP | 29,232 | $1.71M | 0.01% | +25,637+713.1% | Added |
| State of Alaska, Department of Revenue | 28,731 | $1.68M | 0.02% | −2,731−8.7% | Reduced |
| Canandaigua National Bank & Trust Co | 28,530 | $1.67M | 0.15% | −3,275−10.3% | Reduced |
| Illinois Municipal Retirement Fund | 27,996 | $1.64M | 0.02% | +101+0.4% | Added |
| Adage Capital Partners GP, L.L.C. | 27,504 | $1.61M | 0.00% | +10,829+64.9% | Added |
| Carnegie Capital Asset Management, LLC | 26,470 | $1.55M | 0.03% | −34,465−56.6% | Reduced |
| Manufacturers Life Insurance Company, The | 26,233 | $1.54M | 0.00% | −1,379−5.0% | Reduced |
| Commonwealth Equity Services, LLC | 26,030 | $1.53M | 0.00% | −683−2.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,610 | $1.44M | 0.00% | −4,424−15.2% | Reduced |
| Louisiana State Employees Retirement System | 24,300 | $1.42M | 0.02% | −400−1.6% | Reduced |
| Cetera Investment Advisers | 23,575 | $1.38M | 0.00% | +8,400+55.4% | Added |
| Janus Henderson Group PLC | 23,412 | $1.37M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 22,832 | $1.34M | 0.00% | −25,724−53.0% | Reduced |
| Lazard Asset Management LLC | 22,243 | $1.30M | 0.00% | +1,775+8.7% | Added |
| Royal Bank of Canada | 20,749 | $1.22M | 0.00% | −7,202−25.8% | Reduced |
| Dark Forest Capital Management LP | 20,483 | $1.20M | 0.05% | +20,483 | New |
| Nisa Investment Advisors, LLC | 19,947 | $1.18M | 0.00% | −4,847−19.5% | Reduced |
| MML Investors Services, LLC | 20,087 | $1.18M | 0.00% | +2,436+13.8% | Added |
| Intech Investment Management LLC | 19,969 | $1.17M | 0.01% | −5,877−22.7% | Reduced |
| Comerica Bank | 19,208 | $1.13M | 0.00% | −692−3.5% | Reduced |
| Squarepoint Ops LLC | 18,184 | $1.07M | 0.00% | +18,184 | New |
| New York State Common Retirement Fund | 18,049 | $1.06M | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 17,770 | $1.04M | 0.01% | +2,449+16.0% | Added |
| Moody National Bank Trust Division | 17,265 | $1.01M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,777 | $983.7K | 0.00% | −253−1.5% | Reduced |
| Teacher Retirement System of Texas | 16,762 | $982.9K | 0.00% | −7,529−31.0% | Reduced |