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, Q4 2025
Institutional positions in Community Financial System, Inc. as of Dec 31, 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
- 264
- +11 vs. Q3 2025
- Shares held
- 40.0M
- +847.1K (+2.2%) vs. Q3 2025
- Total value
- $2.30B
- +$1.96M (+0.1%) vs. Q3 2025
- New holders
- 31
- 99 more added
- Sold out
- 20
- 85 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,541,520 | $433.2M | 0.01% | +104,868+1.4% | Added |
| Vanguard Group Inc | 6,275,222 | $360.4M | 0.01% | −38,159−0.6% | Reduced |
| Neuberger Berman Group LLC | 3,812,445 | $219.0M | 0.16% | −209,882−5.2% | Reduced |
| State Street Corp | 3,127,250 | $181.1M | 0.01% | −168,254−5.1% | Reduced |
| Morgan Stanley | 2,005,436 | $115.2M | 0.01% | −261,026−11.5% | Reduced |
| Dimensional Fund Advisors LP | 1,797,967 | $103.3M | 0.02% | −18,081−1.0% | Reduced |
| FMR LLC | 1,680,717 | $96.5M | 0.00% | +943,558+128.0% | Added |
| Geode Capital Management, LLC | 1,248,549 | $71.7M | 0.00% | −2,518−0.2% | Reduced |
| NFJ Investment Group, LLC | 695,820 | $40.0M | 1.45% | −30,231−4.2% | Reduced |
| Norges Bank | 678,844 | $39.0M | 0.00% | +678,844 | New |
| Federated Hermes, Inc. | 671,906 | $38.6M | 0.06% | −72,356−9.7% | Reduced |
| Charles Schwab Investment Management Inc | 635,048 | $36.5M | 0.01% | −3,008−0.5% | Reduced |
| Northern Trust Corp | 603,397 | $34.7M | 0.00% | −39,193−6.1% | Reduced |
| Bank of America Corp | 579,353 | $33.3M | 0.00% | −56,904−8.9% | Reduced |
| Bank of New York Mellon Corp | 541,428 | $31.1M | 0.01% | +16,990+3.2% | Added |
| Deprince Race & Zollo Inc | 477,683 | $27.4M | 0.53% | −107,849−18.4% | Reduced |
| Goldman Sachs Group Inc | 431,865 | $24.8M | 0.00% | −83,493−16.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 401,450 | $23.1M | 4.65% | +353,663+740.1% | Added |
| Public Employees Retirement Association of Colorado | 381,087 | $21.9M | 0.08% | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 371,224 | $21.3M | 0.29% | −36,300−8.9% | Reduced |
| Balyasny Asset Management LLC | 317,274 | $18.2M | 0.03% | +15,128+5.0% | Added |
| Principal Financial Group Inc | 251,187 | $14.4M | 0.01% | −4,127−1.6% | Reduced |
| Waldron Private Wealth LLC | 210,242 | $12.1M | 0.48% | 00.0% | Unchanged |
| UBS Group AG | 204,127 | $11.7M | 0.00% | −72,311−26.2% | Reduced |
| Public Sector Pension Investment Board | 182,285 | $10.5M | 0.04% | −23,884−11.6% | Reduced |
| SG Americas Securities, LLC | 168,892 | $9.70M | 0.01% | +162,218+2,430.6% | Added |
| Victory Capital Management Inc | 148,876 | $8.55M | 0.00% | +4,688+3.3% | Added |
| Rhumbline Advisers | 147,265 | $8.46M | 0.01% | −5,871−3.8% | Reduced |
| Legal & General Group Plc | 134,944 | $7.75M | 0.00% | −5,010−3.6% | Reduced |
| Nuveen, LLC | 132,307 | $7.60M | 0.00% | −1,213−0.9% | Reduced |
| Ameriprise Financial Inc | 132,192 | $7.60M | 0.00% | −9,683−6.8% | Reduced |
| Invesco Ltd. | 131,925 | $7.58M | 0.00% | −19,928−13.1% | Reduced |
| Basswood Capital Management, L.L.C. | 122,201 | $7.02M | 0.31% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 118,586 | $6.81M | 0.00% | +8,280+7.5% | Added |
| Envestnet Asset Management Inc | 116,002 | $6.66M | 0.00% | +1,640+1.4% | Added |
| ProShare Advisors LLC | 111,228 | $6.39M | 0.01% | −2,515−2.2% | Reduced |
| Swiss National Bank | 104,200 | $5.99M | 0.00% | +1,800+1.8% | Added |
| Community Bank, N.A. | 102,512 | $5.89M | 0.70% | −16,056−13.5% | Reduced |
| JPMorgan Chase & Co | 96,485 | $5.54M | 0.00% | −15,478−13.8% | Reduced |
| Barclays PLC | 93,642 | $5.38M | 0.00% | +15,942+20.5% | Added |
| California Public Employees Retirement System | 93,472 | $5.37M | 0.00% | +1,462+1.6% | Added |
| Russell Investments Group, Ltd. | 91,715 | $5.27M | 0.01% | −3,630−3.8% | Reduced |
| New York State Teachers Retirement System | 83,121 | $4.77M | 0.01% | −300−0.4% | Reduced |
| Citadel Advisors LLC | 82,381 | $4.73M | 0.00% | +46,591+130.2% | Added |
| Wells Fargo & Company | 80,286 | $4.61M | 0.00% | +19,760+32.6% | Added |
| Sterling Capital Management LLC | 72,207 | $4.15M | 0.07% | −8,061−10.0% | Reduced |
| Jacobi Capital Management LLC | 69,789 | $4.01M | 0.23% | −301−0.4% | Reduced |
| Alliancebernstein L.P. | 68,464 | $3.93M | 0.00% | +2,790+4.2% | Added |
| Hilton Capital Management, LLC | 64,582 | $3.71M | 0.28% | +6,354+10.9% | Added |
| Janney Montgomery Scott LLC | 58,130 | $3.34M | 0.01% | +1,750+3.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 55,397 | $3.33M | 0.00% | −51−0.1% | Reduced |
| Logan Capital Management Inc | 56,000 | $3.22M | 0.14% | 00.0% | Unchanged |
| First Trust Advisors LP | 54,857 | $3.15M | 0.00% | −7,669−12.3% | Reduced |
| Price T Rowe Associates Inc | 52,430 | $3.01M | 0.00% | +2,256+4.5% | Added |
| Stifel Financial Corp | 49,971 | $2.87M | 0.00% | +507+1.0% | Added |
| California State Teachers Retirement System | 49,961 | $2.87M | 0.00% | +1,378+2.8% | Added |
| Prudential Financial Inc | 49,502 | $2.84M | 0.00% | −3,441−6.5% | Reduced |
| American Century Companies Inc | 46,739 | $2.68M | 0.00% | +31,600+208.7% | Added |
| Great West Life Assurance Co | 46,477 | $2.67M | 0.00% | −2,996−6.1% | Reduced |
| Deutsche Bank AG | 42,724 | $2.45M | 0.00% | +1,878+4.6% | Added |
| Jane Street Group, LLC | 42,143 | $2.42M | 0.00% | +19,311+84.6% | Added |
| State of New Jersey Common Pension Fund D | 40,187 | $2.31M | 0.01% | +3,001+8.1% | Added |
| Anchor Capital Advisors LLC | 39,229 | $2.25M | 0.07% | +3,613+10.1% | Added |
| Qube Research & Technologies Ltd | 38,408 | $2.21M | 0.00% | −16,569−30.1% | Reduced |
| Adage Capital Partners GP, L.L.C. | 38,147 | $2.19M | 0.00% | +10,643+38.7% | Added |
| Citigroup Inc | 37,917 | $2.18M | 0.00% | −9,320−19.7% | Reduced |
| Thrivent Financial for Lutherans | 36,892 | $2.12M | 0.00% | −1,947−5.0% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 34,473 | $1.98M | 0.03% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 31,766 | $1.82M | 0.01% | −14,133−30.8% | Reduced |
| LPL Financial LLC | 31,227 | $1.79M | 0.00% | −1,590−4.8% | Reduced |
| MetLife Investment Management | 29,421 | $1.69M | 0.01% | −1,366−4.4% | Reduced |
| State of Alaska, Department of Revenue | 29,040 | $1.67M | 0.02% | +309+1.1% | Added |
| Canandaigua National Bank & Trust Co | 28,530 | $1.64M | 0.15% | 00.0% | Unchanged |
| SEI Investments Co | 27,955 | $1.61M | 0.00% | +15,299+120.9% | Added |
| Illinois Municipal Retirement Fund | 27,042 | $1.55M | 0.02% | −954−3.4% | Reduced |
| Numerai GP LLC | 26,868 | $1.54M | 0.19% | −43,338−61.7% | Reduced |
| Commonwealth Equity Services, LLC | 26,364 | $1.51M | 0.00% | +334+1.3% | Added |
| HRT Financial LP | 25,942 | $1.49M | 0.00% | −3,290−11.3% | Reduced |
| Manufacturers Life Insurance Company, The | 24,826 | $1.43M | 0.00% | −1,407−5.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 24,566 | $1.41M | 0.00% | −44−0.2% | Reduced |
| Louisiana State Employees Retirement System | 24,100 | $1.38M | 0.02% | −200−0.8% | Reduced |
| Janus Henderson Group PLC | 23,412 | $1.34M | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 23,078 | $1.33M | 0.00% | +835+3.8% | Added |
| Berkshire Asset Management LLC | 22,251 | $1.28M | 0.06% | −30,535−57.8% | Reduced |
| Royal Bank of Canada | 22,190 | $1.28M | 0.00% | +1,441+6.9% | Added |
| Elo Mutual Pension Insurance Co | 21,436 | $1.23M | 0.02% | +21,436 | New |
| Cetera Investment Advisers | 21,119 | $1.21M | 0.00% | −2,456−10.4% | Reduced |
| Alliance Wealth Advisors, LLC | 20,825 | $1.20M | 0.57% | +10,150+95.1% | Added |
| AQR Capital Management LLC | 20,460 | $1.18M | 0.00% | +5,934+40.9% | Added |
| MML Investors Services, LLC | 20,378 | $1.17M | 0.00% | +291+1.4% | Added |
| Nisa Investment Advisors, LLC | 19,980 | $1.16M | 0.00% | +33+0.2% | Added |
| Atria Investments LLC | 20,042 | $1.15M | 0.01% | +2,272+12.8% | Added |
| Intech Investment Management LLC | 19,969 | $1.15M | 0.01% | 00.0% | Unchanged |
| Ausbil Investment Management Ltd | 19,446 | $1.12M | 0.63% | +8,157+72.3% | Added |
| Susquehanna International Group, LLP | 19,014 | $1.09M | 0.00% | −11,771−38.2% | Reduced |
| Millennium Management LLC | 18,334 | $1.05M | 0.00% | −23,423−56.1% | Reduced |
| New York State Common Retirement Fund | 18,049 | $1.04M | 0.00% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 17,265 | $991.7K | 0.10% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 16,792 | $964.5K | 0.00% | +15+0.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,578 | $952.2K | 0.00% | 00.0% | Unchanged |