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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 38,408 | $2.21M | 0.00% | −16,569−30.1% | Reduced |
| Anchor Capital Advisors LLC | 39,229 | $2.25M | 0.07% | +3,613+10.1% | Added |
| State of New Jersey Common Pension Fund D | 40,187 | $2.31M | 0.01% | +3,001+8.1% | Added |
| Jane Street Group, LLC | 42,143 | $2.42M | 0.00% | +19,311+84.6% | Added |
| Deutsche Bank AG | 42,724 | $2.45M | 0.00% | +1,878+4.6% | Added |
| Great West Life Assurance Co | 46,477 | $2.67M | 0.00% | −2,996−6.1% | Reduced |
| American Century Companies Inc | 46,739 | $2.68M | 0.00% | +31,600+208.7% | Added |
| Prudential Financial Inc | 49,502 | $2.84M | 0.00% | −3,441−6.5% | Reduced |
| California State Teachers Retirement System | 49,961 | $2.87M | 0.00% | +1,378+2.8% | Added |
| Stifel Financial Corp | 49,971 | $2.87M | 0.00% | +507+1.0% | Added |
| Price T Rowe Associates Inc | 52,430 | $3.01M | 0.00% | +2,256+4.5% | Added |
| First Trust Advisors LP | 54,857 | $3.15M | 0.00% | −7,669−12.3% | Reduced |
| Logan Capital Management Inc | 56,000 | $3.22M | 0.14% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 55,397 | $3.33M | 0.00% | −51−0.1% | Reduced |
| Janney Montgomery Scott LLC | 58,130 | $3.34M | 0.01% | +1,750+3.1% | Added |
| Hilton Capital Management, LLC | 64,582 | $3.71M | 0.28% | +6,354+10.9% | Added |
| Alliancebernstein L.P. | 68,464 | $3.93M | 0.00% | +2,790+4.2% | Added |
| Jacobi Capital Management LLC | 69,789 | $4.01M | 0.23% | −301−0.4% | Reduced |
| Sterling Capital Management LLC | 72,207 | $4.15M | 0.07% | −8,061−10.0% | Reduced |
| Wells Fargo & Company | 80,286 | $4.61M | 0.00% | +19,760+32.6% | Added |
| Citadel Advisors LLC | 82,381 | $4.73M | 0.00% | +46,591+130.2% | Added |
| New York State Teachers Retirement System | 83,121 | $4.77M | 0.01% | −300−0.4% | Reduced |
| Russell Investments Group, Ltd. | 91,715 | $5.27M | 0.01% | −3,630−3.8% | Reduced |
| California Public Employees Retirement System | 93,472 | $5.37M | 0.00% | +1,462+1.6% | Added |
| Barclays PLC | 93,642 | $5.38M | 0.00% | +15,942+20.5% | Added |
| JPMorgan Chase & Co | 96,485 | $5.54M | 0.00% | −15,478−13.8% | Reduced |
| Community Bank, N.A. | 102,512 | $5.89M | 0.70% | −16,056−13.5% | Reduced |
| Swiss National Bank | 104,200 | $5.99M | 0.00% | +1,800+1.8% | Added |
| ProShare Advisors LLC | 111,228 | $6.39M | 0.01% | −2,515−2.2% | Reduced |
| Envestnet Asset Management Inc | 116,002 | $6.66M | 0.00% | +1,640+1.4% | Added |
| UBS Asset Management Americas Inc | 118,586 | $6.81M | 0.00% | +8,280+7.5% | Added |
| Basswood Capital Management, L.L.C. | 122,201 | $7.02M | 0.31% | 00.0% | Unchanged |
| Invesco Ltd. | 131,925 | $7.58M | 0.00% | −19,928−13.1% | Reduced |
| Ameriprise Financial Inc | 132,192 | $7.60M | 0.00% | −9,683−6.8% | Reduced |
| Nuveen, LLC | 132,307 | $7.60M | 0.00% | −1,213−0.9% | Reduced |
| Legal & General Group Plc | 134,944 | $7.75M | 0.00% | −5,010−3.6% | Reduced |
| Rhumbline Advisers | 147,265 | $8.46M | 0.01% | −5,871−3.8% | Reduced |
| Victory Capital Management Inc | 148,876 | $8.55M | 0.00% | +4,688+3.3% | Added |
| SG Americas Securities, LLC | 168,892 | $9.70M | 0.01% | +162,218+2,430.6% | Added |
| Public Sector Pension Investment Board | 182,285 | $10.5M | 0.04% | −23,884−11.6% | Reduced |
| UBS Group AG | 204,127 | $11.7M | 0.00% | −72,311−26.2% | Reduced |
| Waldron Private Wealth LLC | 210,242 | $12.1M | 0.48% | 00.0% | Unchanged |
| Principal Financial Group Inc | 251,187 | $14.4M | 0.01% | −4,127−1.6% | Reduced |
| Balyasny Asset Management LLC | 317,274 | $18.2M | 0.03% | +15,128+5.0% | Added |
| Segall Bryant & Hamill, LLC | 371,224 | $21.3M | 0.29% | −36,300−8.9% | Reduced |
| Public Employees Retirement Association of Colorado | 381,087 | $21.9M | 0.08% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 401,450 | $23.1M | 4.65% | +353,663+740.1% | Added |
| Goldman Sachs Group Inc | 431,865 | $24.8M | 0.00% | −83,493−16.2% | Reduced |
| Deprince Race & Zollo Inc | 477,683 | $27.4M | 0.53% | −107,849−18.4% | Reduced |
| Bank of New York Mellon Corp | 541,428 | $31.1M | 0.01% | +16,990+3.2% | Added |
| Bank of America Corp | 579,353 | $33.3M | 0.00% | −56,904−8.9% | Reduced |
| Northern Trust Corp | 603,397 | $34.7M | 0.00% | −39,193−6.1% | Reduced |
| Charles Schwab Investment Management Inc | 635,048 | $36.5M | 0.01% | −3,008−0.5% | Reduced |
| Federated Hermes, Inc. | 671,906 | $38.6M | 0.06% | −72,356−9.7% | Reduced |
| Norges Bank | 678,844 | $39.0M | 0.00% | +678,844 | New |
| NFJ Investment Group, LLC | 695,820 | $40.0M | 1.45% | −30,231−4.2% | Reduced |
| Geode Capital Management, LLC | 1,248,549 | $71.7M | 0.00% | −2,518−0.2% | Reduced |
| FMR LLC | 1,680,717 | $96.5M | 0.00% | +943,558+128.0% | Added |
| Dimensional Fund Advisors LP | 1,797,967 | $103.3M | 0.02% | −18,081−1.0% | Reduced |
| Morgan Stanley | 2,005,436 | $115.2M | 0.01% | −261,026−11.5% | Reduced |
| State Street Corp | 3,127,250 | $181.1M | 0.01% | −168,254−5.1% | Reduced |
| Neuberger Berman Group LLC | 3,812,445 | $219.0M | 0.16% | −209,882−5.2% | Reduced |
| Vanguard Group Inc | 6,275,222 | $360.4M | 0.01% | −38,159−0.6% | Reduced |
| BlackRock, Inc. | 7,541,520 | $433.2M | 0.01% | +104,868+1.4% | Added |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −45,664−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −41,111−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −35,301−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −26,470−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −20,483−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −15,532−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −14,316−100.0% | Sold out |
| Socha Financial Group, LLC | 0 | $0 | 0.00% | −5,450−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −5,171−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −4,776−100.0% | Sold out |
| Burns J W & Co Inc | 0 | $0 | 0.00% | −3,589−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,510−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −806−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −706−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |