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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 16,488 | $974.8K | 0.00% | −3,492−17.5% | Reduced |
| Fifth Third Bancorp | 16,422 | $963.1K | 0.00% | +16,198+7,231.3% | Added |
| Handelsbanken Fonder AB | 16,216 | $951.0K | 0.00% | +2,400+17.4% | Added |
| Millennium Management LLC | 15,977 | $937.1K | 0.00% | −2,357−12.9% | Reduced |
| XTX Topco Ltd | 15,393 | $902.8K | 0.02% | +10,380+207.1% | Added |
| Amalgamated Bank | 15,177 | $890.0K | 0.01% | −184−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 15,082 | $884.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 14,486 | $849.6K | 0.00% | −5,892−28.9% | Reduced |
| Arizona State Retirement System | 14,461 | $848.1K | 0.00% | −302−2.0% | Reduced |
| Mangrove Partners | 14,436 | $846.7K | 0.07% | +14,436 | New |
| Holocene Advisors, LP | 14,174 | $831.3K | 0.00% | +7,162+102.1% | Added |
| Yousif Capital Management, LLC | 14,072 | $825.3K | 0.01% | −154−1.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,043 | $823.6K | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 13,297 | $780.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,155 | $771.6K | 0.03% | −113−0.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 13,028 | $764.1K | 0.00% | −9−0.1% | Reduced |
| Truist Financial Corp | 12,573 | $737.4K | 0.00% | +368+3.0% | Added |
| Vanguard Investments Australia, Ltd. | 12,320 | $722.6K | 0.00% | +12,320 | New |
| State of Tennessee, Treasury Department | 12,286 | $720.6K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,062 | $707.4K | 0.00% | +1,307+12.2% | Added |
| Oregon Public Employees Retirement Fund | 12,035 | $705.9K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 11,948 | $700.7K | 0.00% | −135−1.1% | Reduced |
| KLP Kapitalforvaltning AS | 11,700 | $690.9K | 0.00% | +400+3.5% | Added |
| BNP Paribas Arbitrage, SA | 11,554 | $677.6K | 0.00% | −1,913−14.2% | Reduced |
| Natixis Advisors, L.P. | 11,438 | $671.0K | 0.00% | +11,438 | New |
| Gallagher Fiduciary Advisors, LLC | 10,923 | $640.6K | 0.02% | −1,150−9.5% | Reduced |
| Fulton Bank, N.A. | 10,892 | $638.8K | 0.02% | −431−3.8% | Reduced |
| Meridian Wealth Partners, LLC | 10,890 | $638.7K | 0.09% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,705 | $627.8K | 0.00% | −1,843−14.7% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,487 | $615.1K | 0.00% | +3,738+55.4% | Added |
| Benjamin Edwards Inc | 9,743 | $571.7K | 0.01% | +1,228+14.4% | Added |
| Voya Investment Management LLC | 9,262 | $543.2K | 0.00% | −268−2.8% | Reduced |
| Fiduciary Trust Co | 9,040 | $530.2K | 0.01% | +1,729+23.6% | Added |
| Amundi | 8,972 | $526.2K | 0.00% | +1,051+13.3% | Added |
| CWM Advisors, LLC | 8,760 | $513.8K | 0.03% | +621+7.6% | Added |
| Strategic Financial Services, Inc, | 8,686 | $509.4K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8,481 | $497.4K | 0.00% | +2,133+33.6% | Added |
| Pictet Asset Management Holding SA | 7,973 | $467.6K | 0.00% | +861+12.1% | Added |
| QRG Capital Management, Inc. | 7,731 | $453.4K | 0.00% | +1,187+18.1% | Added |
| Maryland State Retirement & Pension System | 7,674 | $450.1K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 7,637 | $447.9K | 0.01% | +7,637 | New |
| Aureum Wealth Management, LLC | 7,571 | $444.0K | 0.31% | +221+3.0% | Added |
| Hanson & Doremus Investment Management | 7,569 | $444.0K | 0.05% | −105−1.4% | Reduced |
| Freestone Grove Partners LP | 7,412 | $434.7K | 0.00% | +7,412 | New |
| Sovereign Financial Group, Inc. | 7,291 | $427.6K | 0.07% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 7,110 | $417.0K | 0.20% | −260−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,760 | $397.0K | 0.00% | +833+14.1% | Added |
| Pathstone Holdings, LLC | 6,708 | $394.7K | 0.00% | +1,224+22.3% | Added |
| Bank of Montreal | 6,432 | $377.2K | 0.00% | +500+8.4% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,384 | $374.4K | 0.11% | −450−6.6% | Reduced |
| Allegheny Financial Group LTD | 6,149 | $360.6K | 0.05% | +9+0.1% | Added |
| AE Wealth Management LLC | 6,103 | $357.9K | 0.00% | +516+9.2% | Added |
| Mutual of America Capital Management LLC | 6,029 | $353.6K | 0.00% | +10+0.2% | Added |
| Kestra Private Wealth Services, LLC | 5,944 | $348.6K | 0.00% | +1,782+42.8% | Added |
| Public Employees Retirement Association of Colorado | 5,913 | $347.0K | 0.00% | −375,174−98.4% | Reduced |
| Bouchey Financial Group Ltd | 5,246 | $330.3K | 0.02% | +5,246 | New |
| O'Shaughnessy Asset Management, LLC | 5,600 | $328.4K | 0.00% | +444+8.6% | Added |
| State of Wisconsin Investment Board | 5,202 | $305.1K | 0.00% | +5,202 | New |
| Peoples Financial Services Corp. | 5,100 | $299.1K | 0.14% | 00.0% | Unchanged |
| Xponance, Inc. | 5,009 | $293.8K | 0.00% | +823+19.7% | Added |
| New Age Alpha Advisors, LLC | 4,806 | $281.9K | 0.01% | −119−2.4% | Reduced |
| Pathway Financial Advisors LLC | 4,694 | $279.0K | 0.03% | +964+25.8% | Added |
| Drum Hill Capital, LLC | 4,718 | $276.7K | 0.25% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 4,589 | $269.1K | 0.00% | +4,589 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,547 | $267.2K | 0.00% | +697+18.1% | Added |
| Two Sigma Securities, LLC | 4,528 | $265.6K | 0.03% | +4,528 | New |
| Ameritas Investment Partners, Inc. | 4,426 | $259.6K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,243 | $248.9K | 0.01% | −1,816−30.0% | Reduced |
| RIA Advisory Group LLC | 4,186 | $245.5K | 0.06% | +4,186 | New |
| Tower Research Capital LLC (TRC) | 4,123 | $241.8K | 0.01% | +1,525+58.7% | Added |
| Lawood & Co | 4,088 | $239.8K | 0.22% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,040 | $236.9K | 0.14% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,000 | $234.6K | 0.01% | +4,000 | New |
| Operose Advisors LLC | 3,925 | $230.2K | 0.05% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 3,821 | $224.1K | 0.03% | +3,821 | New |
| Stone House Investment Management, LLC | 3,808 | $223.3K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 3,744 | $219.6K | 0.00% | +3,744 | New |
| Marshall Wace, LLP | 3,688 | $216.3K | 0.00% | +3,688 | New |
| Swiss Life Asset Management Ltd | 3,564 | $209.0K | 0.00% | +3,564 | New |
| CIBC Asset Management Inc | 3,472 | $203.6K | 0.00% | −67−1.9% | Reduced |
| Sanctuary Advisors, LLC | 3,463 | $203.1K | 0.00% | −96−2.7% | Reduced |
| Ensign Peak Advisors, Inc | 3,008 | $176.4K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 3,000 | $175.9K | 0.12% | −150−4.8% | Reduced |
| Farther Finance Advisors, LLC | 2,568 | $152.5K | 0.00% | +476+22.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,804 | $105.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,668 | $98.0K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 1,389 | $82.5K | 0.01% | +1,389 | New |
| Abound Wealth Management | 1,218 | $71.4K | 0.02% | −4−0.3% | Reduced |
| NBT Bank N A | 1,202 | $70.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,050 | $61.6K | 0.00% | −108−9.3% | Reduced |
| CWM, LLC | 1,047 | $61.4K | 0.00% | +70+7.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,022 | $59.9K | 0.00% | +257+33.6% | Added |
| Geneos Wealth Management Inc. | 1,000 | $58.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 968 | $56.8K | 0.01% | +8+0.8% | Added |
| Ronald Blue Trust, Inc. | 914 | $53.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 882 | $52.0K | 0.00% | +454+106.1% | Added |
| Covestor Ltd | 868 | $51.0K | 0.04% | −623−41.8% | Reduced |
| Rockefeller Capital Management L.P. | 850 | $49.9K | 0.00% | +315+58.9% | Added |
| EverSource Wealth Advisors, LLC | 789 | $46.3K | 0.00% | +13+1.7% | Added |
| Simplex Trading, LLC | 787 | $46.2K | 0.00% | +787 | New |