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 |
|---|---|---|---|---|---|
| Wiley Bros.-Aintree Capital, LLC | 4,547 | $267.2K | 0.00% | +697+18.1% | Added |
| Capstone Investment Advisors, LLC | 4,589 | $269.1K | 0.00% | +4,589 | New |
| Drum Hill Capital, LLC | 4,718 | $276.7K | 0.25% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,694 | $279.0K | 0.03% | +964+25.8% | Added |
| New Age Alpha Advisors, LLC | 4,806 | $281.9K | 0.01% | −119−2.4% | Reduced |
| Xponance, Inc. | 5,009 | $293.8K | 0.00% | +823+19.7% | Added |
| Peoples Financial Services Corp. | 5,100 | $299.1K | 0.14% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,202 | $305.1K | 0.00% | +5,202 | New |
| O'Shaughnessy Asset Management, LLC | 5,600 | $328.4K | 0.00% | +444+8.6% | Added |
| Bouchey Financial Group Ltd | 5,246 | $330.3K | 0.02% | +5,246 | New |
| Public Employees Retirement Association of Colorado | 5,913 | $347.0K | 0.00% | −375,174−98.4% | Reduced |
| Kestra Private Wealth Services, LLC | 5,944 | $348.6K | 0.00% | +1,782+42.8% | Added |
| Mutual of America Capital Management LLC | 6,029 | $353.6K | 0.00% | +10+0.2% | Added |
| AE Wealth Management LLC | 6,103 | $357.9K | 0.00% | +516+9.2% | Added |
| Allegheny Financial Group LTD | 6,149 | $360.6K | 0.05% | +9+0.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,384 | $374.4K | 0.11% | −450−6.6% | Reduced |
| Bank of Montreal | 6,432 | $377.2K | 0.00% | +500+8.4% | Added |
| Pathstone Holdings, LLC | 6,708 | $394.7K | 0.00% | +1,224+22.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,760 | $397.0K | 0.00% | +833+14.1% | Added |
| Carl P. Sherr & Co., LLC | 7,110 | $417.0K | 0.20% | −260−3.5% | Reduced |
| Sovereign Financial Group, Inc. | 7,291 | $427.6K | 0.07% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 7,412 | $434.7K | 0.00% | +7,412 | New |
| Hanson & Doremus Investment Management | 7,569 | $444.0K | 0.05% | −105−1.4% | Reduced |
| Aureum Wealth Management, LLC | 7,571 | $444.0K | 0.31% | +221+3.0% | Added |
| Change Path, LLC | 7,637 | $447.9K | 0.01% | +7,637 | New |
| Maryland State Retirement & Pension System | 7,674 | $450.1K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 7,731 | $453.4K | 0.00% | +1,187+18.1% | Added |
| Pictet Asset Management Holding SA | 7,973 | $467.6K | 0.00% | +861+12.1% | Added |
| The PNC Financial Services Group, Inc. | 8,481 | $497.4K | 0.00% | +2,133+33.6% | Added |
| Strategic Financial Services, Inc, | 8,686 | $509.4K | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 8,760 | $513.8K | 0.03% | +621+7.6% | Added |
| Amundi | 8,972 | $526.2K | 0.00% | +1,051+13.3% | Added |
| Fiduciary Trust Co | 9,040 | $530.2K | 0.01% | +1,729+23.6% | Added |
| Voya Investment Management LLC | 9,262 | $543.2K | 0.00% | −268−2.8% | Reduced |
| Benjamin Edwards Inc | 9,743 | $571.7K | 0.01% | +1,228+14.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,487 | $615.1K | 0.00% | +3,738+55.4% | Added |
| Franklin Resources Inc | 10,705 | $627.8K | 0.00% | −1,843−14.7% | Reduced |
| Meridian Wealth Partners, LLC | 10,890 | $638.7K | 0.09% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 10,892 | $638.8K | 0.02% | −431−3.8% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 10,923 | $640.6K | 0.02% | −1,150−9.5% | Reduced |
| Natixis Advisors, L.P. | 11,438 | $671.0K | 0.00% | +11,438 | New |
| BNP Paribas Arbitrage, SA | 11,554 | $677.6K | 0.00% | −1,913−14.2% | Reduced |
| KLP Kapitalforvaltning AS | 11,700 | $690.9K | 0.00% | +400+3.5% | Added |
| Advisor Group Holdings, Inc. | 11,948 | $700.7K | 0.00% | −135−1.1% | Reduced |
| Oregon Public Employees Retirement Fund | 12,035 | $705.9K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,062 | $707.4K | 0.00% | +1,307+12.2% | Added |
| State of Tennessee, Treasury Department | 12,286 | $720.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 12,320 | $722.6K | 0.00% | +12,320 | New |
| Truist Financial Corp | 12,573 | $737.4K | 0.00% | +368+3.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,028 | $764.1K | 0.00% | −9−0.1% | Reduced |
| Level Four Advisory Services, LLC | 13,155 | $771.6K | 0.03% | −113−0.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,297 | $780.0K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 14,043 | $823.6K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 14,072 | $825.3K | 0.01% | −154−1.1% | Reduced |
| Holocene Advisors, LP | 14,174 | $831.3K | 0.00% | +7,162+102.1% | Added |
| Mangrove Partners | 14,436 | $846.7K | 0.07% | +14,436 | New |
| Arizona State Retirement System | 14,461 | $848.1K | 0.00% | −302−2.0% | Reduced |
| MML Investors Services, LLC | 14,486 | $849.6K | 0.00% | −5,892−28.9% | Reduced |
| State Board of Administration of Florida Retirement System | 15,082 | $884.6K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 15,177 | $890.0K | 0.01% | −184−1.2% | Reduced |
| XTX Topco Ltd | 15,393 | $902.8K | 0.02% | +10,380+207.1% | Added |
| Millennium Management LLC | 15,977 | $937.1K | 0.00% | −2,357−12.9% | Reduced |
| Handelsbanken Fonder AB | 16,216 | $951.0K | 0.00% | +2,400+17.4% | Added |
| Fifth Third Bancorp | 16,422 | $963.1K | 0.00% | +16,198+7,231.3% | Added |
| Nisa Investment Advisors, LLC | 16,488 | $974.8K | 0.00% | −3,492−17.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,707 | $979.9K | 0.00% | +129+0.8% | Added |
| Cerity Partners LLC | 16,877 | $989.9K | 0.00% | +16,877 | New |
| Moody National Bank Trust Division | 17,265 | $1.01M | 0.10% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 17,949 | $1.05M | 0.00% | −100−0.6% | Reduced |
| Atria Investments LLC | 18,995 | $1.11M | 0.01% | −1,047−5.2% | Reduced |
| HighTower Advisors, LLC | 19,119 | $1.12M | 0.00% | +2,327+13.9% | Added |
| Commonwealth Equity Services, LLC | 19,617 | $1.15M | 0.00% | −6,747−25.6% | Reduced |
| CI Private Wealth, LLC | 19,760 | $1.16M | 0.00% | +9,728+97.0% | Added |
| Raymond James Financial Inc | 20,186 | $1.18M | 0.00% | +5,220+34.9% | Added |
| Quantinno Capital Management LP | 20,561 | $1.21M | 0.00% | +13,502+191.3% | Added |
| Alliance Wealth Advisors, LLC | 20,825 | $1.22M | 0.58% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 21,097 | $1.24M | 0.00% | +21,097 | New |
| Berkshire Asset Management LLC | 21,514 | $1.26M | 0.05% | −737−3.3% | Reduced |
| Royal Bank of Canada | 21,790 | $1.28M | 0.00% | −400−1.8% | Reduced |
| Ausbil Investment Management Ltd | 22,973 | $1.36M | 0.68% | +3,527+18.1% | Added |
| Barclays PLC | 23,336 | $1.37M | 0.00% | −70,306−75.1% | Reduced |
| Louisiana State Employees Retirement System | 23,400 | $1.37M | 0.02% | −700−2.9% | Reduced |
| Janus Henderson Group PLC | 23,412 | $1.37M | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,652 | $1.39M | 0.00% | +2,533+12.0% | Added |
| Lazard Asset Management LLC | 23,677 | $1.39M | 0.00% | +599+2.6% | Added |
| Manufacturers Life Insurance Company, The | 24,136 | $1.42M | 0.00% | −690−2.8% | Reduced |
| Squarepoint Ops LLC | 24,669 | $1.45M | 0.00% | +10,350+72.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,863 | $1.46M | 0.00% | +297+1.2% | Added |
| AQR Capital Management LLC | 25,640 | $1.50M | 0.00% | +5,180+25.3% | Added |
| Canandaigua National Corp | 26,405 | $1.55M | 0.14% | +26,405 | New |
| Numerai GP LLC | 26,418 | $1.55M | 0.16% | −450−1.7% | Reduced |
| Intech Investment Management LLC | 27,777 | $1.63M | 0.02% | +7,808+39.1% | Added |
| Rafferty Asset Management, LLC | 28,076 | $1.65M | 0.01% | −3,690−11.6% | Reduced |
| Illinois Municipal Retirement Fund | 28,179 | $1.65M | 0.02% | +1,137+4.2% | Added |
| State of Alaska, Department of Revenue | 28,254 | $1.66M | 0.02% | −786−2.7% | Reduced |
| MetLife Investment Management | 28,912 | $1.70M | 0.01% | −509−1.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 33,311 | $1.95M | 0.03% | −1,162−3.4% | Reduced |
| State of New Jersey Common Pension Fund D | 34,754 | $2.04M | 0.01% | −5,433−13.5% | Reduced |
| Citigroup Inc | 34,901 | $2.05M | 0.00% | −3,016−8.0% | Reduced |
| Thrivent Financial for Lutherans | 35,480 | $2.08M | 0.00% | −1,412−3.8% | Reduced |