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 |
|---|---|---|---|---|---|
| Zurcher Kantonalbank (Zurich Cantonalbank) | 16,707 | $1.12M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 16,216 | $1.09M | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 15,802 | $1.06M | 0.01% | +1,759+12.5% | Added |
| State Board of Administration of Florida Retirement System | 15,082 | $1.01M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,497 | $973.0K | 0.00% | +36+0.2% | Added |
| Mercer Global Advisors Inc | 14,441 | $969.3K | 0.00% | +2,379+19.7% | Added |
| Amalgamated Bank | 14,144 | $949.0K | 0.01% | −1,033−6.8% | Reduced |
| Yousif Capital Management, LLC | 14,091 | $945.8K | 0.01% | +19+0.1% | Added |
| Nisa Investment Advisors, LLC | 13,805 | $932.9K | 0.00% | −2,683−16.3% | Reduced |
| Fifth Third Bancorp | 13,791 | $925.6K | 0.00% | −2,631−16.0% | Reduced |
| BNP Paribas Arbitrage, SA | 13,650 | $916.2K | 0.00% | +2,096+18.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 13,618 | $914.0K | 0.00% | +3,131+29.9% | Added |
| Natixis Advisors, L.P. | 13,376 | $897.0K | 0.00% | +1,938+16.9% | Added |
| Teachers Retirement System of the State of Kentucky | 13,297 | $892.0K | 0.01% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 12,766 | $856.9K | 0.02% | −389−3.0% | Reduced |
| Barclays PLC | 12,648 | $848.9K | 0.00% | −10,688−45.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 12,463 | $836.5K | 0.00% | −565−4.3% | Reduced |
| Truist Financial Corp | 12,421 | $833.7K | 0.00% | −152−1.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 12,320 | $826.9K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 12,286 | $824.6K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 11,935 | $801.1K | 0.01% | −100−0.8% | Reduced |
| Fiduciary Trust Co | 11,832 | $794.2K | 0.01% | +2,792+30.9% | Added |
| Fulton Bank, N.A. | 11,817 | $793.2K | 0.02% | +925+8.5% | Added |
| KLP Kapitalforvaltning AS | 11,700 | $790.0K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 11,405 | $765.5K | 0.01% | −16,372−58.9% | Reduced |
| Meridian Wealth Partners, LLC | 10,890 | $731.0K | 0.09% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 10,754 | $721.8K | 0.01% | −22,557−67.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 10,734 | $720.5K | 0.02% | −189−1.7% | Reduced |
| Trust Co of Vermont | 10,691 | $717.6K | 0.03% | +10,691 | New |
| Benjamin Edwards Inc | 10,321 | $692.9K | 0.01% | +578+5.9% | Added |
| CWM Advisors, LLC | 10,167 | $682.4K | 0.03% | +1,407+16.1% | Added |
| Susquehanna International Group, LLP | 10,156 | $681.7K | 0.00% | −25,898−71.8% | Reduced |
| Voya Investment Management LLC | 10,117 | $679.1K | 0.00% | +855+9.2% | Added |
| Franklin Resources Inc | 10,068 | $675.8K | 0.00% | −637−6.0% | Reduced |
| Strategic Financial Services, Inc, | 8,686 | $583.0K | 0.03% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 8,678 | $582.4K | 0.00% | +947+12.2% | Added |
| The PNC Financial Services Group, Inc. | 8,558 | $574.4K | 0.00% | +77+0.9% | Added |
| Hanson & Doremus Investment Management | 8,446 | $567.0K | 0.06% | +877+11.6% | Added |
| Aquatic Capital Management LLC | 8,163 | $547.9K | 0.02% | +8,163 | New |
| Freestone Grove Partners LP | 8,086 | $542.7K | 0.00% | +674+9.1% | Added |
| Pictet Asset Management Holding SA | 7,973 | $535.1K | 0.00% | 00.0% | Unchanged |
| Amundi | 7,783 | $522.4K | 0.00% | −1,189−13.3% | Reduced |
| Mariner, LLC | 7,755 | $520.5K | 0.00% | +7,755 | New |
| Maryland State Retirement & Pension System | 7,674 | $515.1K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 7,628 | $512.0K | 0.00% | −105,851−93.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,621 | $511.5K | 0.00% | +7,621 | New |
| Aureum Wealth Management, LLC | 7,571 | $508.2K | 0.32% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 7,483 | $502.3K | 0.00% | +7,483 | New |
| Sovereign Financial Group, Inc. | 7,291 | $489.4K | 0.07% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,035 | $472.2K | 0.00% | +1,833+35.2% | Added |
| Pathstone Holdings, LLC | 6,679 | $448.7K | 0.00% | −29−0.4% | Reduced |
| Bank of Montreal | 6,667 | $447.5K | 0.00% | +235+3.7% | Added |
| AE Wealth Management LLC | 6,662 | $447.3K | 0.00% | +559+9.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,384 | $428.5K | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 6,329 | $425.0K | 0.00% | +6,329 | New |
| Allegheny Financial Group LTD | 6,076 | $407.9K | 0.04% | −73−1.2% | Reduced |
| Mutual of America Capital Management LLC | 6,020 | $404.1K | 0.00% | −9−0.1% | Reduced |
| Carl P. Sherr & Co., LLC | 5,960 | $400.0K | 0.17% | −1,150−16.2% | Reduced |
| Public Employees Retirement Association of Colorado | 5,913 | $397.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 5,844 | $392.2K | 0.00% | −100−1.7% | Reduced |
| Xponance, Inc. | 5,378 | $361.0K | 0.00% | +369+7.4% | Added |
| Bouchey Financial Group Ltd | 5,269 | $355.7K | 0.02% | +23+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,288 | $355.0K | 0.00% | +741+16.3% | Added |
| Peoples Financial Services Corp. | 5,100 | $342.3K | 0.15% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,862 | $326.3K | 0.01% | +436+9.9% | Added |
| Stone House Investment Management, LLC | 4,837 | $324.7K | 0.04% | +1,029+27.0% | Added |
| Engineers Gate Manager LP | 4,760 | $319.5K | 0.00% | +4,760 | New |
| Drum Hill Capital, LLC | 4,718 | $316.7K | 0.32% | 00.0% | Unchanged |
| JustInvest LLC | 4,632 | $310.9K | 0.00% | +888+23.7% | Added |
| Gsa Capital Partners LLP | 4,476 | $300.0K | 0.02% | +4,476 | New |
| Cambridge Investment Research Advisors, Inc. | 4,395 | $295.0K | 0.00% | −2,365−35.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,388 | $294.5K | 0.01% | +265+6.4% | Added |
| Profund Advisors LLC | 4,277 | $287.1K | 0.01% | +34+0.8% | Added |
| Two Sigma Securities, LLC | 4,257 | $285.7K | 0.02% | −271−6.0% | Reduced |
| RIA Advisory Group LLC | 4,169 | $279.8K | 0.06% | −17−0.4% | Reduced |
| Lawood & Co | 4,088 | $274.4K | 0.19% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,040 | $271.2K | 0.15% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,000 | $268.5K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,933 | $264.0K | 0.01% | +3,933 | New |
| Operose Advisors LLC | 3,925 | $263.4K | 0.05% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 3,840 | $257.7K | 0.03% | +19+0.5% | Added |
| Virginia Retirement Systems Et Al | 3,500 | $234.9K | 0.00% | +3,500 | New |
| New Age Alpha Advisors, LLC | 3,416 | $229.3K | 0.01% | −1,390−28.9% | Reduced |
| Axq Capital, LP | 3,220 | $216.1K | 0.02% | +3,220 | New |
| Rockbridge Investment Management, LCC | 3,180 | $213.4K | 0.02% | +3,180 | New |
| CIBC Asset Management Inc | 3,175 | $213.1K | 0.00% | −297−8.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,174 | $213.0K | 0.00% | +3,174 | New |
| Farther Finance Advisors, LLC | 3,088 | $207.2K | 0.00% | +520+20.2% | Added |
| Citizens & Northern Corp | 3,083 | $206.9K | 0.05% | +3,083 | New |
| DRW Securities, LLC | 3,058 | $205.3K | 0.01% | +3,058 | New |
| O'Shaughnessy Asset Management, LLC | 3,045 | $204.4K | 0.00% | −2,555−45.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,008 | $201.9K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 3,000 | $201.4K | 0.12% | 00.0% | Unchanged |
| Wealthcare Capital Partners, LLC | 2,998 | $201.2K | 0.08% | +2,998 | New |
| CIBC Bancorp USA Inc. | 2,990 | $200.7K | 0.00% | +2,990 | New |
| Northwestern Mutual Wealth Management Co | 1,845 | $123.8K | 0.00% | +41+2.3% | Added |
| Manning & Napier Advisors LLC | 1,743 | $116.5K | 0.00% | +1,743 | New |
| KBC Group NV | 1,668 | $112.0K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 1,389 | $95.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1,267 | $85.0K | 0.00% | +385+43.7% | Added |