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 |
|---|---|---|---|---|---|
| Comerica Bank | 16,352 | $939.3K | 0.00% | −2,856−14.9% | Reduced |
| Amalgamated Bank | 15,361 | $882.0K | 0.01% | +66+0.4% | Added |
| Yousif Capital Management, LLC | 14,226 | $867.6K | 0.01% | −2,114−12.9% | Reduced |
| State Board of Administration of Florida Retirement System | 15,082 | $866.3K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 14,966 | $859.6K | 0.00% | +3,816+34.2% | Added |
| Arizona State Retirement System | 14,763 | $848.0K | 0.00% | −876−5.6% | Reduced |
| Gsa Capital Partners LLP | 14,751 | $847.0K | 0.07% | +14,751 | New |
| Squarepoint Ops LLC | 14,319 | $822.5K | 0.00% | −3,865−21.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,043 | $806.6K | 0.01% | −1,215−8.0% | Reduced |
| Handelsbanken Fonder AB | 13,816 | $794.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 13,467 | $773.5K | 0.00% | +396+3.0% | Added |
| State of Tennessee, Treasury Department | 12,286 | $767.9K | 0.00% | −4,293−25.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,297 | $764.0K | 0.01% | −1,770−11.7% | Reduced |
| Level Four Advisory Services, LLC | 13,268 | $762.1K | 0.02% | −505−3.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,037 | $748.8K | 0.00% | −424−3.1% | Reduced |
| Franklin Resources Inc | 12,548 | $720.8K | 0.00% | −108−0.9% | Reduced |
| Truist Financial Corp | 12,205 | $701.1K | 0.00% | +215+1.8% | Added |
| Verition Fund Management LLC | 12,096 | $694.8K | 0.00% | −34,124−73.8% | Reduced |
| Advisor Group Holdings, Inc. | 12,083 | $694.0K | 0.00% | +3,177+35.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 12,073 | $693.5K | 0.02% | +992+9.0% | Added |
| Oregon Public Employees Retirement Fund | 12,035 | $691.3K | 0.01% | +100+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 11,643 | $668.8K | 0.00% | +11,643 | New |
| KLP Kapitalforvaltning AS | 11,300 | $653.6K | 0.00% | +200+1.8% | Added |
| Fulton Bank, N.A. | 11,323 | $650.4K | 0.02% | +358+3.3% | Added |
| Meridian Wealth Partners, LLC | 10,890 | $625.5K | 0.09% | −37−0.3% | Reduced |
| Mercer Global Advisors Inc | 10,755 | $617.8K | 0.00% | +1,106+11.5% | Added |
| Trust Co of Vermont | 10,184 | $585.0K | 0.02% | +1,515+17.5% | Added |
| CI Private Wealth, LLC | 10,032 | $576.9K | 0.00% | +231+2.4% | Added |
| Strategic Financial Services, Inc, | 8,686 | $576.7K | 0.03% | −126−1.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 9,953 | $571.7K | 0.01% | +9,953 | New |
| Voya Investment Management LLC | 9,530 | $547.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8,959 | $514.6K | 0.03% | +8,957+447,850.0% | Added |
| Benjamin Edwards Inc | 8,515 | $489.4K | 0.01% | +876+11.5% | Added |
| CWM Advisors, LLC | 8,139 | $467.5K | 0.04% | +426+5.5% | Added |
| Carl P. Sherr & Co., LLC | 7,370 | $460.6K | 0.21% | −800−9.8% | Reduced |
| Amundi | 7,921 | $455.0K | 0.00% | −1,250−13.6% | Reduced |
| Hanson & Doremus Investment Management | 7,674 | $441.0K | 0.05% | +157+2.1% | Added |
| Maryland State Retirement & Pension System | 7,674 | $440.8K | 0.01% | +75+1.0% | Added |
| Aureum Wealth Management, LLC | 7,350 | $422.2K | 0.39% | +7,350 | New |
| Fiduciary Trust Co | 7,311 | $419.9K | 0.00% | +7,311 | New |
| Sovereign Financial Group, Inc. | 7,291 | $418.8K | 0.07% | −30.0% | Reduced |
| Pictet Asset Management Holding SA | 7,112 | $408.5K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,059 | $405.5K | 0.00% | +1,961+38.5% | Added |
| Holocene Advisors, LP | 7,012 | $402.8K | 0.00% | −1,420−16.8% | Reduced |
| Aquatic Capital Management LLC | 6,991 | $401.6K | 0.01% | +6,991 | New |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $392.5K | 0.11% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 6,749 | $389.0K | 0.00% | −633−8.6% | Reduced |
| Minerva Advisors LLC | 6,618 | $380.1K | 0.25% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 6,544 | $375.9K | 0.00% | +223+3.5% | Added |
| The PNC Financial Services Group, Inc. | 6,348 | $364.6K | 0.00% | −64−1.0% | Reduced |
| Allegheny Financial Group LTD | 6,140 | $352.7K | 0.05% | +9+0.1% | Added |
| Profund Advisors LLC | 6,059 | $348.0K | 0.01% | +1,797+42.2% | Added |
| Mutual of America Capital Management LLC | 6,019 | $345.7K | 0.00% | +98+1.7% | Added |
| Park Avenue Securities LLC | 5,942 | $341.0K | 0.00% | +298+5.3% | Added |
| Bank of Montreal | 5,932 | $340.7K | 0.00% | −80−1.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,927 | $340.0K | 0.00% | −1,565−20.9% | Reduced |
| AE Wealth Management LLC | 5,587 | $320.9K | 0.00% | +1,333+31.3% | Added |
| Pathstone Holdings, LLC | 5,484 | $315.4K | 0.00% | −66−1.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,156 | $296.2K | 0.00% | +434+9.2% | Added |
| Peoples Financial Services Corp. | 5,100 | $292.9K | 0.14% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,013 | $287.9K | 0.01% | +5,013 | New |
| New Age Alpha Advisors, LLC | 4,925 | $282.9K | 0.01% | +2,204+81.0% | Added |
| Banque Pictet & Cie SA | 4,848 | $278.5K | 0.00% | −1,141−19.1% | Reduced |
| Drum Hill Capital, LLC | 4,718 | $271.0K | 0.28% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,426 | $254.2K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,334 | $248.9K | 0.00% | +4,334 | New |
| Xponance, Inc. | 4,186 | $240.4K | 0.00% | +32+0.8% | Added |
| Kestra Private Wealth Services, LLC | 4,162 | $239.0K | 0.00% | +10.0% | Added |
| Lawood & Co | 4,088 | $234.8K | 0.22% | +4,088 | New |
| Melfa Wealth Management, LLC | 4,040 | $232.1K | 0.13% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,000 | $229.8K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,933 | $225.9K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,925 | $225.5K | 0.05% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 3,730 | $224.4K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,850 | $222.3K | 0.00% | +3,850 | New |
| Stone House Investment Management, LLC | 3,808 | $218.7K | 0.03% | −40−1.0% | Reduced |
| Teacher Retirement System of Texas | 3,637 | $208.9K | 0.00% | −13,125−78.3% | Reduced |
| Landscape Capital Management, L.L.C. | 3,608 | $207.2K | 0.01% | +3,608 | New |
| Sanctuary Advisors, LLC | 3,559 | $204.4K | 0.00% | +147+4.3% | Added |
| CIBC Asset Management Inc | 3,539 | $203.3K | 0.00% | +3,539 | New |
| CIBC World Markets Corp | 3,504 | $201.3K | 0.00% | +3,504 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,150 | $180.9K | 0.12% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,008 | $172.8K | 0.00% | −6,250−67.5% | Reduced |
| Kestra Advisory Services, LLC | 2,706 | $155.4K | 0.00% | +2,706 | New |
| Tower Research Capital LLC (TRC) | 2,598 | $149.2K | 0.00% | −367−12.4% | Reduced |
| Farther Finance Advisors, LLC | 2,092 | $120.2K | 0.00% | +110+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,804 | $103.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,668 | $96.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,491 | $86.0K | 0.05% | +12+0.8% | Added |
| Smartleaf Asset Management LLC | 1,464 | $84.8K | 0.00% | +8+0.5% | Added |
| Abound Wealth Management | 1,222 | $70.2K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 1,202 | $69.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,158 | $66.5K | 0.00% | +35+3.1% | Added |
| Geneos Wealth Management Inc. | 1,000 | $57.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 977 | $56.0K | 0.00% | +78+8.7% | Added |
| Brown, Lisle/Cummings, Inc. | 960 | $55.2K | 0.01% | +8+0.8% | Added |
| Los Angeles Capital Management LLC | 938 | $52.6K | 0.00% | −8,620−90.2% | Reduced |
| Ronald Blue Trust, Inc. | 914 | $52.5K | 0.00% | +4+0.4% | Added |
| Lipe & Dalton | 900 | $52.0K | 0.03% | +900 | New |
| Center for Financial Planning, Inc. | 780 | $44.8K | 0.00% | 00.0% | Unchanged |