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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 49,473 | $2.92M | 0.00% | +957+2.0% | Added |
| Price T Rowe Associates Inc | 50,174 | $2.94M | 0.00% | +2,648+5.6% | Added |
| Berkshire Asset Management LLC | 52,786 | $3.10M | 0.13% | −182−0.3% | Reduced |
| Prudential Financial Inc | 52,943 | $3.10M | 0.00% | −1,775−3.2% | Reduced |
| Qube Research & Technologies Ltd | 54,977 | $3.22M | 0.00% | −102,902−65.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 55,448 | $3.23M | 0.00% | −245−0.4% | Reduced |
| Logan Capital Management Inc | 56,000 | $3.28M | 0.14% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 56,380 | $3.31M | 0.01% | +5,460+10.7% | Added |
| Hilton Capital Management, LLC | 58,228 | $3.41M | 0.28% | +8,401+16.9% | Added |
| Wells Fargo & Company | 60,526 | $3.55M | 0.00% | −32,464−34.9% | Reduced |
| First Trust Advisors LP | 62,526 | $3.67M | 0.00% | −34,138−35.3% | Reduced |
| Alliancebernstein L.P. | 65,674 | $3.85M | 0.00% | +400+0.6% | Added |
| Jacobi Capital Management LLC | 70,090 | $4.11M | 0.25% | −135,913−66.0% | Reduced |
| Numerai GP LLC | 70,206 | $4.12M | 0.58% | +70,206 | New |
| Barclays PLC | 77,700 | $4.56M | 0.00% | −35,805−31.5% | Reduced |
| Sterling Capital Management LLC | 80,268 | $4.71M | 0.07% | +3,758+4.9% | Added |
| New York State Teachers Retirement System | 83,421 | $4.89M | 0.01% | −100−0.1% | Reduced |
| California Public Employees Retirement System | 92,010 | $5.40M | 0.00% | −244−0.3% | Reduced |
| Russell Investments Group, Ltd. | 95,345 | $5.59M | 0.01% | −10,914−10.3% | Reduced |
| Swiss National Bank | 102,400 | $6.00M | 0.00% | +1,500+1.5% | Added |
| UBS Asset Management Americas Inc | 110,306 | $6.47M | 0.00% | −83,166−43.0% | Reduced |
| JPMorgan Chase & Co | 111,963 | $6.57M | 0.00% | −5,587−4.8% | Reduced |
| ProShare Advisors LLC | 113,743 | $6.67M | 0.01% | −4,096−3.5% | Reduced |
| Envestnet Asset Management Inc | 114,362 | $6.71M | 0.00% | +16,581+17.0% | Added |
| Community Bank, N.A. | 118,568 | $6.95M | 0.84% | +283+0.2% | Added |
| Basswood Capital Management, L.L.C. | 122,201 | $7.17M | 0.33% | −144,817−54.2% | Reduced |
| Nuveen, LLC | 133,520 | $7.83M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 139,954 | $8.21M | 0.00% | −3,934−2.7% | Reduced |
| Ameriprise Financial Inc | 141,875 | $8.32M | 0.00% | −6,783−4.6% | Reduced |
| Victory Capital Management Inc | 144,188 | $8.46M | 0.01% | +663+0.5% | Added |
| Invesco Ltd. | 151,853 | $8.90M | 0.00% | −185,296−55.0% | Reduced |
| Rhumbline Advisers | 153,136 | $8.98M | 0.01% | +2,220+1.5% | Added |
| Public Sector Pension Investment Board | 206,169 | $12.1M | 0.04% | +26,002+14.4% | Added |
| Waldron Private Wealth LLC | 210,242 | $12.4M | 0.50% | −5,879−2.7% | Reduced |
| Principal Financial Group Inc | 255,314 | $15.0M | 0.01% | −44,431−14.8% | Reduced |
| UBS Group AG | 276,438 | $16.2M | 0.00% | +156,049+129.6% | Added |
| Balyasny Asset Management LLC | 302,146 | $17.7M | 0.04% | −52,760−14.9% | Reduced |
| Public Employees Retirement Association of Colorado | 381,087 | $22.3M | 0.08% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 407,524 | $23.9M | 0.32% | −11,486−2.7% | Reduced |
| Goldman Sachs Group Inc | 515,358 | $30.2M | 0.00% | +10,996+2.2% | Added |
| Bank of New York Mellon Corp | 524,438 | $30.8M | 0.01% | −16,768−3.1% | Reduced |
| Deprince Race & Zollo Inc | 585,532 | $34.3M | 0.69% | −5,500−0.9% | Reduced |
| Bank of America Corp | 636,257 | $37.3M | 0.00% | +363,012+132.9% | Added |
| Charles Schwab Investment Management Inc | 638,056 | $37.4M | 0.01% | +8,544+1.4% | Added |
| Northern Trust Corp | 642,590 | $37.7M | 0.00% | −5,397−0.8% | Reduced |
| NFJ Investment Group, LLC | 726,051 | $42.6M | 1.47% | +620,638+588.8% | Added |
| FMR LLC | 737,159 | $43.2M | 0.00% | +607,975+470.6% | Added |
| Federated Hermes, Inc. | 744,262 | $43.6M | 0.08% | −13,363−1.8% | Reduced |
| Geode Capital Management, LLC | 1,251,067 | $73.4M | 0.00% | +8,300+0.7% | Added |
| Dimensional Fund Advisors LP | 1,816,048 | $106.5M | 0.02% | −9,774−0.5% | Reduced |
| Morgan Stanley | 2,266,462 | $132.9M | 0.01% | +42,032+1.9% | Added |
| State Street Corp | 3,295,504 | $194.7M | 0.01% | +92,398+2.9% | Added |
| Neuberger Berman Group LLC | 4,022,327 | $235.9M | 0.17% | +226,348+6.0% | Added |
| Vanguard Group Inc | 6,313,381 | $370.2M | 0.01% | −77,223−1.2% | Reduced |
| BlackRock, Inc. | 7,436,652 | $436.1M | 0.01% | −162,296−2.1% | Reduced |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −270,197−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −51,328−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −50,312−100.0% | Sold out |
| Waterford Advisors, LLC | 0 | $0 | 0.00% | −64,107−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,060−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,690−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,385−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,073−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,627−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −6,708−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,417−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |