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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 2021

Institutional positions in Community Financial System, Inc. as of Mar 31, 2021. 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
211
No complete 13F data for Q4 2020
Shares held
38.3M
No complete 13F data for Q4 2020
Total value
$2.94B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 211 institutions
Q1 2021: 211 institutionsQ2 2021: 221 institutionsQ3 2021: 237 institutionsQ4 2021: 244 institutionsQ1 2022: 244 institutionsQ2 2022: 240 institutionsQ3 2022: 249 institutionsQ4 2022: 254 institutionsQ1 2023: 245 institutionsQ2 2023: 222 institutionsQ3 2023: 236 institutionsQ4 2023: 245 institutionsQ1 2024: 235 institutionsQ2 2024: 245 institutionsQ3 2024: 255 institutionsQ4 2024: 254 institutionsQ1 2025: 267 institutionsQ2 2025: 259 institutionsQ3 2025: 255 institutionsQ4 2025: 264 institutionsQ1 2026: 265 institutionsQ2 2026: 280 institutions
Value heldQ1 2021: $2.94B
Q1 2021: $2.94BQ2 2021: $2.89BQ3 2021: $2.60BQ4 2021: $2.81BQ1 2022: $2.65BQ2 2022: $2.41BQ3 2022: $2.35BQ4 2022: $2.43BQ1 2023: $2.06BQ2 2023: $1.92BQ3 2023: $1.69BQ4 2023: $2.05BQ1 2024: $1.83BQ2 2024: $1.78BQ3 2024: $2.18BQ4 2024: $2.38BQ1 2025: $2.21BQ2 2025: $2.23BQ3 2025: $2.30BQ4 2025: $2.30BQ1 2026: $2.35BQ2 2026: $2.75B
Institutions holding CBU and their total value by quarter
QuarterHoldersValue
Q2 2026280$2.75B
Q1 2026265$2.35B
Q4 2025264$2.30B
Q3 2025255$2.30B
Q2 2025259$2.23B
Q1 2025267$2.21B
Q4 2024254$2.38B
Q3 2024255$2.18B
Q2 2024245$1.78B
Q1 2024235$1.83B
Q4 2023245$2.05B
Q3 2023236$1.69B
Q2 2023222$1.92B
Q1 2023245$2.06B
Q4 2022254$2.43B
Q3 2022249$2.35B
Q2 2022240$2.41B
Q1 2022244$2.65B
Q4 2021244$2.81B
Q3 2021237$2.60B
Q2 2021221$2.89B
Q1 2021211$2.94B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Community Financial System, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CBU in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC9$1.00K0.00%––
TD Private Client Wealth LLC14$1.07K0.00%––
Column Capital Advisors, LLC26$2.00K0.00%––
Meeder Asset Management Inc33$3.00K0.00%––
TCI Wealth Advisors, Inc.42$3.00K0.00%––
AllSquare Wealth Management LLC37$3.00K0.00%––
Rockefeller Capital Management L.P.58$4.00K0.00%––
Tarbox Family Office, Inc.79$6.00K0.00%––
Quadrant Capital Group LLC80$6.00K0.00%––
Steward Partners Investment Advisory, LLC91$6.98K0.00%––
American Portfolios Advisors120$9.21K0.00%––
Parkside Financial Bank & Trust153$12.0K0.00%––
Valley National Advisers Inc171$13.0K0.00%––
Parallel Advisors, LLC174$13.0K0.00%––
Private Capital Group, LLC208$16.0K0.00%––
Patriot Financial Group Insurance Agency, LLC217$17.0K0.00%––
Central Trust Co250$19.0K0.00%––
Smithfield Trust Co270$21.0K0.00%––
Fieldpoint Private Securities, LLC275$21.0K0.00%––
Van Eck Associates Corp281$22.0K0.00%––
Gemmer Asset Management LLC283$22.0K0.00%––
Simplex Trading, LLC343$26.0K0.00%––
Washington Trust Co350$27.0K0.00%––
Harbour Investments, Inc.390$30.0K0.00%––
Prentice Wealth Management LLC400$31.0K0.02%––
Ogorek Anthony Joseph496$38.0K0.02%––
Ci Investments Inc.509$39.0K0.00%––
Webster Bank, N. A.724$56.0K0.01%––
Toronto Dominion Bank747$57.0K0.00%––
Versant Capital Management, Inc770$59.0K0.02%––
Center for Financial Planning, Inc.780$60.0K0.02%––
Spire Wealth Management828$64.0K0.00%––
Northwestern Mutual Wealth Management Co849$65.0K0.00%––
Ellis Investment Partners, LLC979$75.0K0.02%––
M&R Capital Management Inc1,000$76.0K0.02%––
Public Employees Retirement System of Ohio1,083$83.0K0.00%––
FMR LLC1,116$86.0K0.00%––
Sutton Wealth Advisors Inc.1,184$90.8K0.04%––
US Bancorp1,398$107.0K0.00%––
Macquarie Group Ltd1,450$111.0K0.00%––
Rockbridge Investment Management, LCC1,442$111.0K0.02%––
Panagora Asset Management Inc1,898$146.0K0.00%––
Captrust Financial Advisors2,523$195.0K0.00%––
NBT Bank N A2,902$223.0K0.03%––
Alpha Omega Wealth Management LLC3,021$232.0K0.04%––
Advisor Group Holdings, Inc.3,044$234.0K0.00%––
Shelton Capital Management3,580$275.0K0.01%––
Mackay Shields LLC3,800$291.0K0.00%––
STRS Ohio3,800$291.0K0.00%––
CIBC Asset Management Inc3,930$302.0K0.00%––
Pictet Asset Management Ltd4,000$307.0K0.00%––
MidWestOne Financial Group, Inc.4,000$307.0K0.07%––
Baird Financial Group, Inc.4,000$307.0K0.00%––
Harbor Advisors LLC4,058$311.0K0.07%––
Geneos Wealth Management Inc.4,208$326.0K0.01%––
Peoples Financial Services Corp.4,600$353.0K0.15%––
Howland Capital Management LLC4,650$357.0K0.02%––
Amalgamated Bank4,728$363.0K0.01%––
Cubist Systematic Strategies, LLC4,826$370.0K0.00%––
Diversified Trust Co4,925$378.0K0.01%––
Crossmark Global Holdings, Inc.4,990$383.0K0.01%––
Verition Fund Management LLC5,004$384.0K0.01%––
Carl P. Sherr & Co., LLC5,189$398.0K0.30%––
Citizens & Northern Corp5,216$400.0K0.16%––
SG Americas Securities, LLC5,270$404.0K0.00%––
Centiva Capital, LP5,493$421.0K0.06%––
Lipe & Dalton5,617$431.0K0.24%––
Tower Research Capital LLC (TRC)5,740$440.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)5,746$441.0K0.00%––
Teacher Retirement System of Texas5,869$450.0K0.00%––
Kestra Advisory Services, LLC5,900$453.0K0.01%––
Los Angeles Capital Management LLC6,085$467.0K0.00%––
Profund Advisors LLC6,312$484.0K0.02%––
Minerva Advisors LLC6,618$508.0K0.28%––
Hantz Financial Services, Inc.6,768$519.0K0.02%––
Leisure Capital Management7,000$537.0K0.32%––
Everence Capital Management Inc7,080$543.0K0.05%––
Mirabella Financial Services LLP7,106$545.0K0.17%––
Cornell Pochily Investment Advisors, Inc.7,159$549.0K0.26%––
Mutual of America Capital Management LLC7,168$550.0K0.01%––
Pinnacle Advisory Group, Inc.7,488$574.0K0.03%––
Burns J W & Co Inc7,541$579.0K0.10%––
Cambridge Investment Research Advisors, Inc.7,617$584.0K0.00%––
Jane Street Group, LLC7,621$585.0K0.00%––
Victory Capital Management Inc7,834$601.0K0.00%––
Mercer Global Advisors Inc7,922$608.0K0.01%––
Resources Management Corp8,250$633.0K0.10%––
Stifel Financial Corp8,953$686.0K0.00%––
Fifth Third Bancorp9,200$706.0K0.00%––
Riggs Asset Managment Co. Inc.9,243$709.0K0.21%––
Envestnet Asset Management Inc9,350$717.0K0.00%––
Handelsbanken Fonder AB10,516$807.0K0.00%––
Hanson & Doremus Investment Management10,666$818.0K0.19%––
Strategic Financial Services, Inc,10,829$831.0K0.07%––
Meridian Wealth Partners, LLC10,883$835.0K0.25%––
Empire Life Investments Inc.10,915$837.0K0.06%––
Zacks Investment Management11,235$862.0K0.02%––
Laurus Investment Counsel Inc.12,070$926.0K0.36%––
Hamel Associates, Inc.12,625$969.0K0.37%––
The PNC Financial Services Group, Inc.13,893$1.07M0.00%––