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, Q2 2026
Institutional positions in Community Financial System, Inc. as of Jun 30, 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
- 280
- +18 vs. Q1 2026
- Shares held
- 41.0M
- +1.09M (+2.7%) vs. Q1 2026
- Total value
- $2.75B
- +$410.7M (+17.5%) vs. Q1 2026
- New holders
- 43
- 105 more added
- Sold out
- 25
- 78 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Operose Advisors LLC | 3,925 | $263.4K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,933 | $264.0K | 0.01% | +3,933 | New |
| Nicolet Bankshares Inc | 4,000 | $268.5K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,040 | $271.2K | 0.15% | 00.0% | Unchanged |
| Lawood & Co | 4,088 | $274.4K | 0.19% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 4,169 | $279.8K | 0.06% | −17−0.4% | Reduced |
| Two Sigma Securities, LLC | 4,257 | $285.7K | 0.02% | −271−6.0% | Reduced |
| Profund Advisors LLC | 4,277 | $287.1K | 0.01% | +34+0.8% | Added |
| Tower Research Capital LLC (TRC) | 4,388 | $294.5K | 0.01% | +265+6.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 4,395 | $295.0K | 0.00% | −2,365−35.0% | Reduced |
| Gsa Capital Partners LLP | 4,476 | $300.0K | 0.02% | +4,476 | New |
| JustInvest LLC | 4,632 | $310.9K | 0.00% | +888+23.7% | Added |
| Drum Hill Capital, LLC | 4,718 | $316.7K | 0.32% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,760 | $319.5K | 0.00% | +4,760 | New |
| Stone House Investment Management, LLC | 4,837 | $324.7K | 0.04% | +1,029+27.0% | Added |
| Ameritas Investment Partners, Inc. | 4,862 | $326.3K | 0.01% | +436+9.9% | Added |
| Peoples Financial Services Corp. | 5,100 | $342.3K | 0.15% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 5,288 | $355.0K | 0.00% | +741+16.3% | Added |
| Bouchey Financial Group Ltd | 5,269 | $355.7K | 0.02% | +23+0.4% | Added |
| Xponance, Inc. | 5,378 | $361.0K | 0.00% | +369+7.4% | Added |
| Kestra Private Wealth Services, LLC | 5,844 | $392.2K | 0.00% | −100−1.7% | Reduced |
| Public Employees Retirement Association of Colorado | 5,913 | $397.0K | 0.00% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 5,960 | $400.0K | 0.17% | −1,150−16.2% | Reduced |
| Mutual of America Capital Management LLC | 6,020 | $404.1K | 0.00% | −9−0.1% | Reduced |
| Allegheny Financial Group LTD | 6,076 | $407.9K | 0.04% | −73−1.2% | Reduced |
| Park Avenue Securities LLC | 6,329 | $425.0K | 0.00% | +6,329 | New |
| Cornell Pochily Investment Advisors, Inc. | 6,384 | $428.5K | 0.12% | 00.0% | Unchanged |
| AE Wealth Management LLC | 6,662 | $447.3K | 0.00% | +559+9.2% | Added |
| Bank of Montreal | 6,667 | $447.5K | 0.00% | +235+3.7% | Added |
| Pathstone Holdings, LLC | 6,679 | $448.7K | 0.00% | −29−0.4% | Reduced |
| State of Wisconsin Investment Board | 7,035 | $472.2K | 0.00% | +1,833+35.2% | Added |
| Sovereign Financial Group, Inc. | 7,291 | $489.4K | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,483 | $502.3K | 0.00% | +7,483 | New |
| Aureum Wealth Management, LLC | 7,571 | $508.2K | 0.32% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 7,621 | $511.5K | 0.00% | +7,621 | New |
| ProShare Advisors LLC | 7,628 | $512.0K | 0.00% | −105,851−93.3% | Reduced |
| Maryland State Retirement & Pension System | 7,674 | $515.1K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 7,755 | $520.5K | 0.00% | +7,755 | New |
| Amundi | 7,783 | $522.4K | 0.00% | −1,189−13.3% | Reduced |
| Pictet Asset Management Holding SA | 7,973 | $535.1K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 8,086 | $542.7K | 0.00% | +674+9.1% | Added |
| Aquatic Capital Management LLC | 8,163 | $547.9K | 0.02% | +8,163 | New |
| Hanson & Doremus Investment Management | 8,446 | $567.0K | 0.06% | +877+11.6% | Added |
| The PNC Financial Services Group, Inc. | 8,558 | $574.4K | 0.00% | +77+0.9% | Added |
| QRG Capital Management, Inc. | 8,678 | $582.4K | 0.00% | +947+12.2% | Added |
| Strategic Financial Services, Inc, | 8,686 | $583.0K | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,068 | $675.8K | 0.00% | −637−6.0% | Reduced |
| Voya Investment Management LLC | 10,117 | $679.1K | 0.00% | +855+9.2% | Added |
| Susquehanna International Group, LLP | 10,156 | $681.7K | 0.00% | −25,898−71.8% | Reduced |
| CWM Advisors, LLC | 10,167 | $682.4K | 0.03% | +1,407+16.1% | Added |
| Benjamin Edwards Inc | 10,321 | $692.9K | 0.01% | +578+5.9% | Added |
| Trust Co of Vermont | 10,691 | $717.6K | 0.03% | +10,691 | New |
| Gallagher Fiduciary Advisors, LLC | 10,734 | $720.5K | 0.02% | −189−1.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 10,754 | $721.8K | 0.01% | −22,557−67.7% | Reduced |
| Meridian Wealth Partners, LLC | 10,890 | $731.0K | 0.09% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,405 | $765.5K | 0.01% | −16,372−58.9% | Reduced |
| KLP Kapitalforvaltning AS | 11,700 | $790.0K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 11,817 | $793.2K | 0.02% | +925+8.5% | Added |
| Fiduciary Trust Co | 11,832 | $794.2K | 0.01% | +2,792+30.9% | Added |
| Oregon Public Employees Retirement Fund | 11,935 | $801.1K | 0.01% | −100−0.8% | Reduced |
| State of Tennessee, Treasury Department | 12,286 | $824.6K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 12,320 | $826.9K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 12,421 | $833.7K | 0.00% | −152−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,463 | $836.5K | 0.00% | −565−4.3% | Reduced |
| Barclays PLC | 12,648 | $848.9K | 0.00% | −10,688−45.8% | Reduced |
| Level Four Advisory Services, LLC | 12,766 | $856.9K | 0.02% | −389−3.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,297 | $892.0K | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 13,376 | $897.0K | 0.00% | +1,938+16.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,618 | $914.0K | 0.00% | +3,131+29.9% | Added |
| BNP Paribas Arbitrage, SA | 13,650 | $916.2K | 0.00% | +2,096+18.1% | Added |
| Fifth Third Bancorp | 13,791 | $925.6K | 0.00% | −2,631−16.0% | Reduced |
| Nisa Investment Advisors, LLC | 13,805 | $932.9K | 0.00% | −2,683−16.3% | Reduced |
| Yousif Capital Management, LLC | 14,091 | $945.8K | 0.01% | +19+0.1% | Added |
| Amalgamated Bank | 14,144 | $949.0K | 0.01% | −1,033−6.8% | Reduced |
| Mercer Global Advisors Inc | 14,441 | $969.3K | 0.00% | +2,379+19.7% | Added |
| Arizona State Retirement System | 14,497 | $973.0K | 0.00% | +36+0.2% | Added |
| State Board of Administration of Florida Retirement System | 15,082 | $1.01M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 15,802 | $1.06M | 0.01% | +1,759+12.5% | Added |
| Handelsbanken Fonder AB | 16,216 | $1.09M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,707 | $1.12M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 16,727 | $1.12M | 0.00% | −3,459−17.1% | Reduced |
| Atria Investments LLC | 16,747 | $1.12M | 0.01% | −2,248−11.8% | Reduced |
| HighTower Advisors, LLC | 16,777 | $1.13M | 0.00% | −2,342−12.2% | Reduced |
| Cerity Partners LLC | 17,086 | $1.15M | 0.00% | +209+1.2% | Added |
| Susquehanna Fundamental Investments, LLC | 18,874 | $1.27M | 0.02% | +18,874 | New |
| New York State Common Retirement Fund | 19,449 | $1.31M | 0.00% | +1,500+8.4% | Added |
| State of Alaska, Department of Revenue | 19,565 | $1.31M | 0.01% | −8,689−30.8% | Reduced |
| Advisor Group Holdings, Inc. | 19,633 | $1.32M | 0.00% | +7,685+64.3% | Added |
| Alliance Wealth Advisors, LLC | 19,775 | $1.33M | 0.53% | −1,050−5.0% | Reduced |
| MML Investors Services, LLC | 20,131 | $1.35M | 0.00% | +5,645+39.0% | Added |
| Commonwealth Equity Services, LLC | 20,167 | $1.35M | 0.00% | +550+2.8% | Added |
| Rafferty Asset Management, LLC | 20,167 | $1.35M | 0.00% | −7,909−28.2% | Reduced |
| Vanguard Global Advisers, LLC | 20,462 | $1.37M | 0.00% | −635−3.0% | Reduced |
| Moody National Bank Trust Division | 20,547 | $1.38M | 0.11% | +3,282+19.0% | Added |
| Berkshire Asset Management LLC | 21,522 | $1.44M | 0.06% | +80.0% | Added |
| CI Private Wealth, LLC | 21,965 | $1.47M | 0.00% | +2,205+11.2% | Added |
| SEI Investments Co | 22,272 | $1.49M | 0.00% | −31,952−58.9% | Reduced |
| Royal Bank of Canada | 22,844 | $1.53M | 0.00% | +1,054+4.8% | Added |
| Louisiana State Employees Retirement System | 23,000 | $1.54M | 0.02% | −400−1.7% | Reduced |
| Cetera Investment Advisers | 23,379 | $1.57M | 0.00% | −273−1.2% | Reduced |