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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 36,054 | $2.11M | 0.00% | +17,040+89.6% | Added |
| LPL Financial LLC | 37,698 | $2.21M | 0.00% | +6,471+20.7% | Added |
| Anchor Capital Advisors LLC | 39,177 | $2.30M | 0.07% | −52−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,320 | $2.52M | 0.01% | −13,077−23.6% | Reduced |
| Wells Fargo & Company | 44,287 | $2.60M | 0.00% | −35,999−44.8% | Reduced |
| Great West Life Assurance Co | 44,783 | $2.63M | 0.00% | −1,694−3.6% | Reduced |
| Vanguard Asset Management, Ltd | 46,337 | $2.72M | 0.00% | +46,337 | New |
| Deutsche Bank AG | 48,087 | $2.82M | 0.00% | +5,363+12.6% | Added |
| Toroso Investments, LLC | 48,470 | $2.84M | 0.01% | +48,470 | New |
| Stifel Financial Corp | 51,319 | $3.01M | 0.00% | +1,348+2.7% | Added |
| Prudential Financial Inc | 53,887 | $3.16M | 0.00% | +4,385+8.9% | Added |
| SEI Investments Co | 54,224 | $3.18M | 0.00% | +26,269+94.0% | Added |
| California State Teachers Retirement System | 56,805 | $3.33M | 0.00% | +6,844+13.7% | Added |
| First Trust Advisors LP | 61,593 | $3.61M | 0.00% | +6,736+12.3% | Added |
| Price T Rowe Associates Inc | 62,556 | $3.67M | 0.00% | +10,126+19.3% | Added |
| Jacobi Capital Management LLC | 62,908 | $3.69M | 0.21% | −6,881−9.9% | Reduced |
| Alliancebernstein L.P. | 68,464 | $3.93M | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 67,941 | $3.98M | 0.01% | −249,333−78.6% | Reduced |
| Sterling Capital Management LLC | 70,428 | $4.13M | 0.08% | −1,779−2.5% | Reduced |
| American Century Companies Inc | 71,768 | $4.21M | 0.00% | +25,029+53.6% | Added |
| Hilton Capital Management, LLC | 74,119 | $4.35M | 0.33% | +9,537+14.8% | Added |
| Adage Capital Partners GP, L.L.C. | 76,766 | $4.50M | 0.01% | +38,619+101.2% | Added |
| New York State Teachers Retirement System | 76,784 | $4.50M | 0.01% | −6,337−7.6% | Reduced |
| ExodusPoint Capital Management, LP | 76,987 | $4.52M | 0.04% | +76,987 | New |
| California Public Employees Retirement System | 93,323 | $5.47M | 0.00% | −149−0.2% | Reduced |
| Russell Investments Group, Ltd. | 94,856 | $5.56M | 0.01% | +3,141+3.4% | Added |
| Citadel Advisors LLC | 95,789 | $5.62M | 0.00% | +13,408+16.3% | Added |
| Two Sigma Investments, LP | 96,365 | $5.65M | 0.00% | +96,365 | New |
| Community Bank, N.A. | 100,312 | $5.88M | 0.70% | −2,200−2.1% | Reduced |
| Swiss National Bank | 104,200 | $6.11M | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 113,522 | $6.55M | 0.00% | +17,037+17.7% | Added |
| ProShare Advisors LLC | 113,479 | $6.66M | 0.01% | +2,251+2.0% | Added |
| UBS Asset Management Americas Inc | 120,290 | $7.06M | 0.00% | +1,704+1.4% | Added |
| SG Americas Securities, LLC | 121,256 | $7.11M | 0.01% | −47,636−28.2% | Reduced |
| Waldron Private Wealth LLC | 122,053 | $7.16M | 0.28% | −88,189−41.9% | Reduced |
| Legal & General Group Plc | 124,660 | $7.31M | 0.00% | −10,284−7.6% | Reduced |
| Ameriprise Financial Inc | 127,340 | $7.47M | 0.00% | −4,852−3.7% | Reduced |
| Envestnet Asset Management Inc | 127,458 | $7.48M | 0.00% | +11,456+9.9% | Added |
| Nuveen, LLC | 131,485 | $7.71M | 0.00% | −822−0.6% | Reduced |
| Invesco Ltd. | 146,712 | $8.60M | 0.00% | +14,787+11.2% | Added |
| Rhumbline Advisers | 147,287 | $8.64M | 0.01% | +220.0% | Added |
| UBS Group AG | 152,156 | $8.92M | 0.00% | −51,971−25.5% | Reduced |
| Victory Capital Management Inc | 154,285 | $9.05M | 0.01% | +5,409+3.6% | Added |
| Public Sector Pension Investment Board | 188,482 | $11.1M | 0.03% | +6,197+3.4% | Added |
| Principal Financial Group Inc | 256,390 | $15.0M | 0.01% | +5,203+2.1% | Added |
| Vanguard Fiduciary Trust Co | 345,637 | $20.3M | 0.01% | +345,637 | New |
| Segall Bryant & Hamill, LLC | 353,150 | $20.7M | 0.30% | −18,074−4.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 417,156 | $24.5M | 5.04% | +15,706+3.9% | Added |
| Goldman Sachs Group Inc | 524,561 | $30.8M | 0.00% | +92,696+21.5% | Added |
| Deprince Race & Zollo Inc | 530,874 | $31.1M | 0.59% | +53,191+11.1% | Added |
| Bank of New York Mellon Corp | 530,902 | $31.1M | 0.01% | −10,526−1.9% | Reduced |
| Bank of America Corp | 598,786 | $35.1M | 0.00% | +19,433+3.4% | Added |
| Northern Trust Corp | 620,512 | $36.4M | 0.00% | +17,115+2.8% | Added |
| Charles Schwab Investment Management Inc | 639,011 | $37.5M | 0.01% | +3,963+0.6% | Added |
| NFJ Investment Group, LLC | 679,956 | $39.9M | 1.52% | −15,864−2.3% | Reduced |
| Federated Hermes, Inc. | 754,801 | $44.3M | 0.07% | +82,895+12.3% | Added |
| Geode Capital Management, LLC | 1,297,741 | $76.1M | 0.00% | +49,192+3.9% | Added |
| Dimensional Fund Advisors LP | 1,818,395 | $106.6M | 0.02% | +20,428+1.1% | Added |
| Morgan Stanley | 1,861,086 | $109.2M | 0.01% | −144,350−7.2% | Reduced |
| Vanguard Capital Management LLC | 2,374,139 | $139.2M | 0.00% | +2,374,139 | New |
| FMR LLC | 3,026,372 | $177.5M | 0.01% | +1,345,655+80.1% | Added |
| State Street Corp | 3,150,340 | $186.2M | 0.01% | +23,090+0.7% | Added |
| Vanguard Portfolio Management LLC | 3,525,760 | $206.8M | 0.01% | +3,525,760 | New |
| Neuberger Berman Group LLC | 3,715,425 | $217.9M | 0.17% | −97,020−2.5% | Reduced |
| BlackRock, Inc. | 7,513,822 | $440.7M | 0.01% | −27,698−0.4% | Reduced |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −122,201−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −58,130−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,143−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −38,408−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,942−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −21,436−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −14,751−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −12,096−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −11,643−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,953−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −8,959−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,991−100.0% | Sold out |
| Minerva Advisors LLC | 0 | $0 | 0.00% | −6,618−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,942−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −4,848−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −4,334−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −3,933−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,608−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −2,706−100.0% | Sold out |
| Lipe & Dalton | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Torren Management, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Norges Bank | – | – | – | – | Not filed |
| Canandaigua National Bank & Trust Co | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Trust Co of Vermont | – | – | – | – | Not filed |