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 |
|---|---|---|---|---|---|
| State of Tennessee, Treasury Department | 16,579 | $972.2K | 0.00% | −3,590−17.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,578 | $972.1K | 0.00% | +971+6.2% | Added |
| Yousif Capital Management, LLC | 16,340 | $958.2K | 0.01% | −3,325−16.9% | Reduced |
| Arizona State Retirement System | 15,639 | $917.1K | 0.00% | +219+1.4% | Added |
| Susquehanna Fundamental Investments, LLC | 15,532 | $910.8K | 0.04% | −9,765−38.6% | Reduced |
| Amalgamated Bank | 15,295 | $897.0K | 0.01% | +278+1.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,258 | $894.7K | 0.01% | +3,448+29.2% | Added |
| American Century Companies Inc | 15,139 | $887.8K | 0.00% | +740+5.1% | Added |
| State Board of Administration of Florida Retirement System | 15,082 | $884.4K | 0.00% | −26−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 15,067 | $883.0K | 0.01% | −882−5.5% | Reduced |
| AQR Capital Management LLC | 14,526 | $851.8K | 0.00% | +2,992+25.9% | Added |
| Two Sigma Investments, LP | 14,316 | $839.5K | 0.00% | −711−4.7% | Reduced |
| Handelsbanken Fonder AB | 13,816 | $810.0K | 0.00% | +2,000+16.9% | Added |
| Level Four Advisory Services, LLC | 13,773 | $807.7K | 0.03% | +480+3.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,461 | $789.4K | 0.00% | −108−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 13,071 | $766.5K | 0.00% | +7,360+128.9% | Added |
| Franklin Resources Inc | 12,656 | $742.1K | 0.00% | +383+3.1% | Added |
| SEI Investments Co | 12,656 | $742.1K | 0.00% | −175−1.4% | Reduced |
| Truist Financial Corp | 11,990 | $703.1K | 0.00% | +1,558+14.9% | Added |
| Oregon Public Employees Retirement Fund | 11,935 | $699.9K | 0.01% | −209−1.7% | Reduced |
| Ausbil Investment Management Ltd | 11,289 | $657.4K | 0.35% | +5,579+97.7% | Added |
| KLP Kapitalforvaltning AS | 11,100 | $655.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 11,150 | $653.9K | 0.00% | +55+0.5% | Added |
| Gallagher Fiduciary Advisors, LLC | 11,081 | $649.8K | 0.02% | +27+0.2% | Added |
| Fulton Bank, N.A. | 10,965 | $643.0K | 0.02% | +1,085+11.0% | Added |
| Meridian Wealth Partners, LLC | 10,927 | $640.8K | 0.09% | −7−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 10,675 | $626.0K | 0.31% | −336−3.1% | Reduced |
| CI Private Wealth, LLC | 9,801 | $574.7K | 0.00% | +123+1.3% | Added |
| Mercer Global Advisors Inc | 9,649 | $565.8K | 0.00% | +153+1.6% | Added |
| Los Angeles Capital Management LLC | 9,558 | $560.5K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 9,530 | $558.8K | 0.00% | −4,971−34.3% | Reduced |
| Ensign Peak Advisors, Inc | 9,258 | $542.9K | 0.00% | −9,750−51.3% | Reduced |
| Amundi | 9,171 | $541.2K | 0.00% | +480+5.5% | Added |
| Advisor Group Holdings, Inc. | 8,906 | $522.6K | 0.00% | −452−4.8% | Reduced |
| Strategic Financial Services, Inc, | 8,812 | $516.7K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 8,669 | $508.4K | 0.02% | −87−1.0% | Reduced |
| Holocene Advisors, LP | 8,432 | $494.5K | 0.00% | +8,432 | New |
| Carl P. Sherr & Co., LLC | 8,170 | $479.1K | 0.23% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7,713 | $452.3K | 0.04% | +881+12.9% | Added |
| Benjamin Edwards Inc | 7,639 | $448.3K | 0.01% | +2,332+43.9% | Added |
| Maryland State Retirement & Pension System | 7,599 | $445.6K | 0.01% | −7,933−51.1% | Reduced |
| Hanson & Doremus Investment Management | 7,517 | $441.0K | 0.06% | −70−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,492 | $439.0K | 0.00% | −570−7.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 7,382 | $432.9K | 0.00% | +2,495+51.1% | Added |
| Sovereign Financial Group, Inc. | 7,294 | $427.7K | 0.08% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 7,112 | $417.0K | 0.00% | −1,577−18.1% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $400.7K | 0.12% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,674 | $391.0K | 0.00% | −1,379−17.1% | Reduced |
| Minerva Advisors LLC | 6,618 | $388.1K | 0.25% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,412 | $376.0K | 0.00% | −11−0.2% | Reduced |
| QRG Capital Management, Inc. | 6,321 | $370.6K | 0.00% | −419−6.2% | Reduced |
| Allegheny Financial Group LTD | 6,131 | $359.5K | 0.07% | +9+0.1% | Added |
| Bank of Montreal | 6,012 | $352.5K | 0.00% | −5,028−45.5% | Reduced |
| Banque Pictet & Cie SA | 5,989 | $351.2K | 0.00% | −39−0.6% | Reduced |
| Mutual of America Capital Management LLC | 5,921 | $347.2K | 0.00% | −868−12.8% | Reduced |
| CIBC Bancorp USA Inc. | 5,647 | $331.1K | 0.00% | +5,647 | New |
| Park Avenue Securities LLC | 5,644 | $331.0K | 0.00% | +1,110+24.5% | Added |
| Pathstone Holdings, LLC | 5,550 | $325.8K | 0.00% | −35−0.6% | Reduced |
| Socha Financial Group, LLC | 5,450 | $319.6K | 0.14% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,171 | $303.2K | 0.00% | +217+4.4% | Added |
| Peoples Financial Services Corp. | 5,100 | $299.0K | 0.14% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 5,098 | $299.0K | 0.00% | +5,098 | New |
| Freestone Grove Partners LP | 4,776 | $280.1K | 0.00% | +4,776 | New |
| O'Shaughnessy Asset Management, LLC | 4,722 | $276.9K | 0.00% | +913+24.0% | Added |
| Drum Hill Capital, LLC | 4,718 | $276.7K | 0.30% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,426 | $259.5K | 0.01% | −874−16.5% | Reduced |
| Profund Advisors LLC | 4,262 | $249.9K | 0.01% | +58+1.4% | Added |
| AE Wealth Management LLC | 4,254 | $249.5K | 0.00% | +263+6.6% | Added |
| Kestra Private Wealth Services, LLC | 4,161 | $244.0K | 0.00% | +4,161 | New |
| Xponance, Inc. | 4,154 | $243.6K | 0.00% | +44+1.1% | Added |
| Melfa Wealth Management, LLC | 4,040 | $236.9K | 0.14% | −179−4.2% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $234.6K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,933 | $230.6K | 0.01% | −270−6.4% | Reduced |
| Operose Advisors LLC | 3,925 | $230.2K | 0.06% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3,848 | $225.6K | 0.04% | +250+6.9% | Added |
| Pathway Financial Advisors LLC | 3,730 | $218.7K | 0.03% | −466−11.1% | Reduced |
| Burns J W & Co Inc | 3,589 | $210.4K | 0.02% | −240−6.3% | Reduced |
| Sanctuary Advisors, LLC | 3,412 | $200.1K | 0.00% | +3,412 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,150 | $184.7K | 0.12% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,965 | $173.9K | 0.00% | −3,509−54.2% | Reduced |
| New Age Alpha Advisors, LLC | 2,721 | $159.6K | 0.01% | −52−1.9% | Reduced |
| Principal Securities, Inc. | 2,510 | $147.2K | 0.00% | +176+7.5% | Added |
| Farther Finance Advisors, LLC | 1,982 | $116.2K | 0.00% | +579+41.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,804 | $105.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,668 | $98.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,479 | $87.0K | 0.05% | +777+110.7% | Added |
| Smartleaf Asset Management LLC | 1,456 | $85.9K | 0.01% | +189+14.9% | Added |
| Abound Wealth Management | 1,222 | $71.6K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 1,202 | $70.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,123 | $65.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $64.5K | 0.00% | −300−21.4% | Reduced |
| Geneos Wealth Management Inc. | 1,000 | $58.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 952 | $55.9K | 0.01% | +7+0.7% | Added |
| Ronald Blue Trust, Inc. | 910 | $53.4K | 0.00% | +110+13.8% | Added |
| CWM, LLC | 899 | $53.0K | 0.00% | +323+56.1% | Added |
| Wealthspire Advisors, LLC | 806 | $47.3K | 0.00% | +806 | New |
| Center for Financial Planning, Inc. | 780 | $45.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 732 | $42.9K | 0.00% | −49−6.3% | Reduced |
| Rise Advisors, LLC | 706 | $41.4K | 0.01% | +3+0.4% | Added |
| Rockefeller Capital Management L.P. | 682 | $40.0K | 0.00% | +682 | New |