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, Q1 2026
Institutional positions in Community Financial System, Inc. as of Mar 31, 2026. 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
- 265
- +9 vs. Q4 2025
- Shares held
- 40.0M
- +6.97M (+21.1%) vs. Q4 2025
- Total value
- $2.35B
- +$447.9M (+23.6%) vs. Q4 2025
- New holders
- 39
- 103 more added
- Sold out
- 30
- 71 more reduced
8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,513,822 | $440.7M | 0.01% | −27,698−0.4% | Reduced |
| Neuberger Berman Group LLC | 3,715,425 | $217.9M | 0.17% | −97,020−2.5% | Reduced |
| Vanguard Portfolio Management LLC | 3,525,760 | $206.8M | 0.01% | +3,525,760 | New |
| State Street Corp | 3,150,340 | $186.2M | 0.01% | +23,090+0.7% | Added |
| FMR LLC | 3,026,372 | $177.5M | 0.01% | +1,345,655+80.1% | Added |
| Vanguard Capital Management LLC | 2,374,139 | $139.2M | 0.00% | +2,374,139 | New |
| Morgan Stanley | 1,861,086 | $109.2M | 0.01% | −144,350−7.2% | Reduced |
| Dimensional Fund Advisors LP | 1,818,395 | $106.6M | 0.02% | +20,428+1.1% | Added |
| Geode Capital Management, LLC | 1,297,741 | $76.1M | 0.00% | +49,192+3.9% | Added |
| Federated Hermes, Inc. | 754,801 | $44.3M | 0.07% | +82,895+12.3% | Added |
| NFJ Investment Group, LLC | 679,956 | $39.9M | 1.52% | −15,864−2.3% | Reduced |
| Charles Schwab Investment Management Inc | 639,011 | $37.5M | 0.01% | +3,963+0.6% | Added |
| Northern Trust Corp | 620,512 | $36.4M | 0.00% | +17,115+2.8% | Added |
| Bank of America Corp | 598,786 | $35.1M | 0.00% | +19,433+3.4% | Added |
| Bank of New York Mellon Corp | 530,902 | $31.1M | 0.01% | −10,526−1.9% | Reduced |
| Deprince Race & Zollo Inc | 530,874 | $31.1M | 0.59% | +53,191+11.1% | Added |
| Goldman Sachs Group Inc | 524,561 | $30.8M | 0.00% | +92,696+21.5% | Added |
| Riggs Asset Managment Co. Inc. | 417,156 | $24.5M | 5.04% | +15,706+3.9% | Added |
| Segall Bryant & Hamill, LLC | 353,150 | $20.7M | 0.30% | −18,074−4.9% | Reduced |
| Vanguard Fiduciary Trust Co | 345,637 | $20.3M | 0.01% | +345,637 | New |
| Principal Financial Group Inc | 256,390 | $15.0M | 0.01% | +5,203+2.1% | Added |
| Public Sector Pension Investment Board | 188,482 | $11.1M | 0.03% | +6,197+3.4% | Added |
| Victory Capital Management Inc | 154,285 | $9.05M | 0.01% | +5,409+3.6% | Added |
| UBS Group AG | 152,156 | $8.92M | 0.00% | −51,971−25.5% | Reduced |
| Rhumbline Advisers | 147,287 | $8.64M | 0.01% | +220.0% | Added |
| Invesco Ltd. | 146,712 | $8.60M | 0.00% | +14,787+11.2% | Added |
| Nuveen, LLC | 131,485 | $7.71M | 0.00% | −822−0.6% | Reduced |
| Envestnet Asset Management Inc | 127,458 | $7.48M | 0.00% | +11,456+9.9% | Added |
| Ameriprise Financial Inc | 127,340 | $7.47M | 0.00% | −4,852−3.7% | Reduced |
| Legal & General Group Plc | 124,660 | $7.31M | 0.00% | −10,284−7.6% | Reduced |
| Waldron Private Wealth LLC | 122,053 | $7.16M | 0.28% | −88,189−41.9% | Reduced |
| SG Americas Securities, LLC | 121,256 | $7.11M | 0.01% | −47,636−28.2% | Reduced |
| UBS Asset Management Americas Inc | 120,290 | $7.06M | 0.00% | +1,704+1.4% | Added |
| ProShare Advisors LLC | 113,479 | $6.66M | 0.01% | +2,251+2.0% | Added |
| JPMorgan Chase & Co | 113,522 | $6.55M | 0.00% | +17,037+17.7% | Added |
| Swiss National Bank | 104,200 | $6.11M | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100,312 | $5.88M | 0.70% | −2,200−2.1% | Reduced |
| Two Sigma Investments, LP | 96,365 | $5.65M | 0.00% | +96,365 | New |
| Citadel Advisors LLC | 95,789 | $5.62M | 0.00% | +13,408+16.3% | Added |
| Russell Investments Group, Ltd. | 94,856 | $5.56M | 0.01% | +3,141+3.4% | Added |
| California Public Employees Retirement System | 93,323 | $5.47M | 0.00% | −149−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 76,987 | $4.52M | 0.04% | +76,987 | New |
| New York State Teachers Retirement System | 76,784 | $4.50M | 0.01% | −6,337−7.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 76,766 | $4.50M | 0.01% | +38,619+101.2% | Added |
| Hilton Capital Management, LLC | 74,119 | $4.35M | 0.33% | +9,537+14.8% | Added |
| American Century Companies Inc | 71,768 | $4.21M | 0.00% | +25,029+53.6% | Added |
| Sterling Capital Management LLC | 70,428 | $4.13M | 0.08% | −1,779−2.5% | Reduced |
| Balyasny Asset Management LLC | 67,941 | $3.98M | 0.01% | −249,333−78.6% | Reduced |
| Alliancebernstein L.P. | 68,464 | $3.93M | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 62,908 | $3.69M | 0.21% | −6,881−9.9% | Reduced |
| Price T Rowe Associates Inc | 62,556 | $3.67M | 0.00% | +10,126+19.3% | Added |
| First Trust Advisors LP | 61,593 | $3.61M | 0.00% | +6,736+12.3% | Added |
| California State Teachers Retirement System | 56,805 | $3.33M | 0.00% | +6,844+13.7% | Added |
| SEI Investments Co | 54,224 | $3.18M | 0.00% | +26,269+94.0% | Added |
| Prudential Financial Inc | 53,887 | $3.16M | 0.00% | +4,385+8.9% | Added |
| Stifel Financial Corp | 51,319 | $3.01M | 0.00% | +1,348+2.7% | Added |
| Toroso Investments, LLC | 48,470 | $2.84M | 0.01% | +48,470 | New |
| Deutsche Bank AG | 48,087 | $2.82M | 0.00% | +5,363+12.6% | Added |
| Vanguard Asset Management, Ltd | 46,337 | $2.72M | 0.00% | +46,337 | New |
| Great West Life Assurance Co | 44,783 | $2.63M | 0.00% | −1,694−3.6% | Reduced |
| Wells Fargo & Company | 44,287 | $2.60M | 0.00% | −35,999−44.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,320 | $2.52M | 0.01% | −13,077−23.6% | Reduced |
| Anchor Capital Advisors LLC | 39,177 | $2.30M | 0.07% | −52−0.1% | Reduced |
| LPL Financial LLC | 37,698 | $2.21M | 0.00% | +6,471+20.7% | Added |
| Susquehanna International Group, LLP | 36,054 | $2.11M | 0.00% | +17,040+89.6% | Added |
| Thrivent Financial for Lutherans | 35,480 | $2.08M | 0.00% | −1,412−3.8% | Reduced |
| Citigroup Inc | 34,901 | $2.05M | 0.00% | −3,016−8.0% | Reduced |
| State of New Jersey Common Pension Fund D | 34,754 | $2.04M | 0.01% | −5,433−13.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 33,311 | $1.95M | 0.03% | −1,162−3.4% | Reduced |
| MetLife Investment Management | 28,912 | $1.70M | 0.01% | −509−1.7% | Reduced |
| State of Alaska, Department of Revenue | 28,254 | $1.66M | 0.02% | −786−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 28,179 | $1.65M | 0.02% | +1,137+4.2% | Added |
| Rafferty Asset Management, LLC | 28,076 | $1.65M | 0.01% | −3,690−11.6% | Reduced |
| Intech Investment Management LLC | 27,777 | $1.63M | 0.02% | +7,808+39.1% | Added |
| Numerai GP LLC | 26,418 | $1.55M | 0.16% | −450−1.7% | Reduced |
| Canandaigua National Corp | 26,405 | $1.55M | 0.14% | +26,405 | New |
| AQR Capital Management LLC | 25,640 | $1.50M | 0.00% | +5,180+25.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,863 | $1.46M | 0.00% | +297+1.2% | Added |
| Squarepoint Ops LLC | 24,669 | $1.45M | 0.00% | +10,350+72.3% | Added |
| Manufacturers Life Insurance Company, The | 24,136 | $1.42M | 0.00% | −690−2.8% | Reduced |
| Lazard Asset Management LLC | 23,677 | $1.39M | 0.00% | +599+2.6% | Added |
| Cetera Investment Advisers | 23,652 | $1.39M | 0.00% | +2,533+12.0% | Added |
| Janus Henderson Group PLC | 23,412 | $1.37M | 0.00% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,400 | $1.37M | 0.02% | −700−2.9% | Reduced |
| Barclays PLC | 23,336 | $1.37M | 0.00% | −70,306−75.1% | Reduced |
| Ausbil Investment Management Ltd | 22,973 | $1.36M | 0.68% | +3,527+18.1% | Added |
| Royal Bank of Canada | 21,790 | $1.28M | 0.00% | −400−1.8% | Reduced |
| Berkshire Asset Management LLC | 21,514 | $1.26M | 0.05% | −737−3.3% | Reduced |
| Vanguard Global Advisers, LLC | 21,097 | $1.24M | 0.00% | +21,097 | New |
| Alliance Wealth Advisors, LLC | 20,825 | $1.22M | 0.58% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 20,561 | $1.21M | 0.00% | +13,502+191.3% | Added |
| Raymond James Financial Inc | 20,186 | $1.18M | 0.00% | +5,220+34.9% | Added |
| CI Private Wealth, LLC | 19,760 | $1.16M | 0.00% | +9,728+97.0% | Added |
| Commonwealth Equity Services, LLC | 19,617 | $1.15M | 0.00% | −6,747−25.6% | Reduced |
| HighTower Advisors, LLC | 19,119 | $1.12M | 0.00% | +2,327+13.9% | Added |
| Atria Investments LLC | 18,995 | $1.11M | 0.01% | −1,047−5.2% | Reduced |
| New York State Common Retirement Fund | 17,949 | $1.05M | 0.00% | −100−0.6% | Reduced |
| Moody National Bank Trust Division | 17,265 | $1.01M | 0.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 16,877 | $989.9K | 0.00% | +16,877 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,707 | $979.9K | 0.00% | +129+0.8% | Added |