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 |
|---|---|---|---|---|---|
| Jupiter Topco LLC | 23,412 | $1.57M | 0.00% | +23,412 | New |
| Quantinno Capital Management LP | 23,500 | $1.58M | 0.00% | +2,939+14.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 24,673 | $1.66M | 0.00% | −190−0.8% | Reduced |
| Canandaigua National Bank & Trust Co | 26,105 | $1.75M | 0.15% | +26,105 | New |
| Manufacturers Life Insurance Company, The | 26,480 | $1.78M | 0.00% | +2,344+9.7% | Added |
| Illinois Municipal Retirement Fund | 27,268 | $1.83M | 0.02% | −911−3.2% | Reduced |
| MetLife Investment Management | 31,170 | $2.09M | 0.01% | +2,258+7.8% | Added |
| First Trust Advisors LP | 31,601 | $2.12M | 0.00% | −29,992−48.7% | Reduced |
| Lazard Asset Management LLC | 32,240 | $2.16M | 0.00% | +8,563+36.2% | Added |
| State of New Jersey Common Pension Fund D | 34,754 | $2.33M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 34,827 | $2.34M | 0.00% | −653−1.8% | Reduced |
| XTX Topco Ltd | 36,622 | $2.46M | 0.03% | +21,229+137.9% | Added |
| Anchor Capital Advisors LLC | 37,762 | $2.53M | 0.07% | −1,415−3.6% | Reduced |
| Ausbil Investment Management Ltd | 41,188 | $2.82M | 1.28% | +18,215+79.3% | Added |
| Toroso Investments, LLC | 42,287 | $2.84M | 0.01% | −6,183−12.8% | Reduced |
| Great West Life Assurance Co | 43,070 | $2.89M | 0.00% | −1,713−3.8% | Reduced |
| LPL Financial LLC | 43,259 | $2.90M | 0.00% | +5,561+14.8% | Added |
| Stifel Financial Corp | 43,276 | $2.90M | 0.00% | −8,043−15.7% | Reduced |
| Citigroup Inc | 47,825 | $3.21M | 0.00% | +12,924+37.0% | Added |
| Vanguard Asset Management, Ltd | 49,360 | $3.31M | 0.00% | +3,023+6.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 50,129 | $3.35M | 0.01% | +7,809+18.5% | Added |
| Prudential Financial Inc | 54,462 | $3.66M | 0.00% | +575+1.1% | Added |
| Logan Capital Management Inc | 56,000 | $3.76M | 0.14% | +56,000 | New |
| Deutsche Bank AG | 56,551 | $3.80M | 0.00% | +8,464+17.6% | Added |
| California State Teachers Retirement System | 61,099 | $4.10M | 0.00% | +4,294+7.6% | Added |
| Janney Montgomery Scott LLC | 61,427 | $4.12M | 0.01% | +61,427 | New |
| Alliancebernstein L.P. | 71,914 | $4.22M | 0.00% | +3,450+5.0% | Added |
| Jacobi Capital Management LLC | 62,978 | $4.23M | 0.21% | +70+0.1% | Added |
| AQR Capital Management LLC | 65,300 | $4.38M | 0.00% | +39,660+154.7% | Added |
| Sterling Capital Management LLC | 68,056 | $4.57M | 0.08% | −2,372−3.4% | Reduced |
| Price T Rowe Associates Inc | 74,881 | $5.03M | 0.00% | +12,325+19.7% | Added |
| New York State Teachers Retirement System | 75,717 | $5.08M | 0.01% | −1,067−1.4% | Reduced |
| Wells Fargo & Company | 76,055 | $5.10M | 0.00% | +31,768+71.7% | Added |
| Hilton Capital Management, LLC | 77,912 | $5.23M | 0.36% | +3,793+5.1% | Added |
| Community Bank, N.A. | 91,527 | $6.14M | 0.66% | −8,785−8.8% | Reduced |
| Russell Investments Group, Ltd. | 94,264 | $6.33M | 0.01% | −592−0.6% | Reduced |
| California Public Employees Retirement System | 96,166 | $6.45M | 0.00% | +2,843+3.0% | Added |
| American Century Companies Inc | 97,233 | $6.53M | 0.00% | +25,465+35.5% | Added |
| Citadel Advisors LLC | 105,104 | $7.05M | 0.00% | +9,315+9.7% | Added |
| Swiss National Bank | 105,400 | $7.07M | 0.00% | +1,200+1.2% | Added |
| Victory Capital Management Inc | 105,837 | $7.10M | 0.00% | −48,448−31.4% | Reduced |
| JPMorgan Chase & Co | 106,707 | $7.29M | 0.00% | −6,815−6.0% | Reduced |
| UBS Asset Management Americas Inc | 118,329 | $7.94M | 0.00% | −1,961−1.6% | Reduced |
| Waldron Private Wealth LLC | 122,062 | $8.19M | 0.28% | +90.0% | Added |
| Envestnet Asset Management Inc | 123,878 | $8.31M | 0.00% | −3,580−2.8% | Reduced |
| Ameriprise Financial Inc | 124,496 | $8.36M | 0.00% | −2,844−2.2% | Reduced |
| Legal & General Group Plc | 124,793 | $8.38M | 0.00% | +133+0.1% | Added |
| Rhumbline Advisers | 132,330 | $8.88M | 0.01% | −14,957−10.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 133,785 | $8.98M | 0.00% | +133,785 | New |
| SG Americas Securities, LLC | 136,416 | $9.16M | 0.01% | +15,160+12.5% | Added |
| Invesco Ltd. | 143,338 | $9.62M | 0.00% | −3,374−2.3% | Reduced |
| Nuveen, LLC | 152,535 | $10.2M | 0.00% | +21,050+16.0% | Added |
| Public Sector Pension Investment Board | 180,584 | $12.1M | 0.03% | −7,898−4.2% | Reduced |
| Two Sigma Investments, LP | 191,639 | $12.9M | 0.01% | +95,274+98.9% | Added |
| Goldman Sachs Group Inc | 203,518 | $13.7M | 0.00% | −321,043−61.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 236,766 | $15.9M | 0.02% | +160,000+208.4% | Added |
| Bank of America Corp | 246,960 | $16.6M | 0.00% | −351,826−58.8% | Reduced |
| Principal Financial Group Inc | 254,722 | $17.1M | 0.01% | −1,668−0.7% | Reduced |
| UBS Group AG | 259,422 | $17.4M | 0.00% | +107,266+70.5% | Added |
| NFJ Investment Group, LLC | 260,075 | $17.5M | 0.59% | −419,881−61.8% | Reduced |
| Basswood Capital Management, L.L.C. | 321,017 | $21.5M | 0.92% | +321,017 | New |
| Vanguard Fiduciary Trust Co | 356,833 | $24.0M | 0.01% | +11,196+3.2% | Added |
| Deprince Race & Zollo Inc | 368,124 | $24.7M | 0.41% | −162,750−30.7% | Reduced |
| Segall Bryant & Hamill, LLC | 392,351 | $26.3M | 0.31% | +39,201+11.1% | Added |
| Riggs Asset Managment Co. Inc. | 411,432 | $27.6M | 4.93% | −5,724−1.4% | Reduced |
| Massachusetts Financial Services Co | 450,410 | $30.2M | 0.01% | +450,410 | New |
| Bank of New York Mellon Corp | 544,140 | $36.5M | 0.01% | +13,238+2.5% | Added |
| Norges Bank | 567,244 | $38.1M | 0.00% | +567,244 | New |
| Charles Schwab Investment Management Inc | 635,278 | $42.6M | 0.01% | −3,733−0.6% | Reduced |
| Northern Trust Corp | 657,590 | $44.1M | 0.01% | +37,078+6.0% | Added |
| Federated Hermes, Inc. | 738,531 | $49.6M | 0.07% | −16,270−2.2% | Reduced |
| Geode Capital Management, LLC | 1,359,907 | $91.3M | 0.00% | +62,166+4.8% | Added |
| Morgan Stanley | 1,682,284 | $112.9M | 0.01% | −178,802−9.6% | Reduced |
| Dimensional Fund Advisors LP | 1,843,474 | $123.7M | 0.02% | +25,079+1.4% | Added |
| Vanguard Capital Management LLC | 2,364,665 | $158.7M | 0.00% | −9,474−0.4% | Reduced |
| State Street Corp | 3,313,651 | $223.9M | 0.01% | +163,311+5.2% | Added |
| Neuberger Berman Group LLC | 3,456,640 | $232.0M | 0.15% | −258,785−7.0% | Reduced |
| Vanguard Portfolio Management LLC | 3,549,062 | $238.2M | 0.01% | +23,302+0.7% | Added |
| FMR LLC | 3,678,108 | $246.9M | 0.01% | +651,736+21.5% | Added |
| BlackRock, Inc. | 7,556,770 | $507.2M | 0.01% | +42,948+0.6% | Added |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −76,987−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −67,941−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −26,418−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −24,669−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,977−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −14,436−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −14,174−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −7,637−100.0% | Sold out |
| Pathway Financial Advisors LLC | 0 | $0 | 0.00% | −4,694−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,688−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −3,463−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |