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 2021
Institutional positions in Community Financial System, Inc. as of Jun 30, 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
- 221
- +12 vs. Q1 2021
- Shares held
- 38.2M
- −112.7K (−0.3%) vs. Q1 2021
- Total value
- $2.89B
- −$49.6M (−1.7%) vs. Q1 2021
- New holders
- 21
- 57 more added
- Sold out
- 9
- 86 more reduced
2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 15,119 | $1.14M | 0.00% | −11,705−43.6% | Reduced |
| Metropolitan Life Insurance Co | 15,001 | $1.13M | 0.02% | +951+6.8% | Added |
| Laurus Investment Counsel Inc. | 12,070 | $1.13M | 0.35% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,846 | $1.12M | 0.00% | +5,496+58.8% | Added |
| Arizona State Retirement System | 14,568 | $1.10M | 0.01% | −1,018−6.5% | Reduced |
| Jane Street Group, LLC | 12,966 | $981.0K | 0.00% | +5,345+70.1% | Added |
| Hamel Associates, Inc. | 12,625 | $955.0K | 0.36% | 00.0% | Unchanged |
| Empire Life Investments Inc. | 11,577 | $876.0K | 0.06% | +662+6.1% | Added |
| American Century Companies Inc | 11,441 | $866.0K | 0.00% | −6,261−35.4% | Reduced |
| Zacks Investment Management | 11,112 | $841.0K | 0.01% | −123−1.1% | Reduced |
| Millennium Management LLC | 10,905 | $825.0K | 0.00% | −45,217−80.6% | Reduced |
| Meridian Wealth Partners, LLC | 10,883 | $823.0K | 0.19% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 10,829 | $819.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,758 | $813.0K | 0.03% | −10,945−50.4% | Reduced |
| Handelsbanken Fonder AB | 10,516 | $796.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,586 | $725.0K | 0.00% | −4,307−31.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 9,267 | $701.0K | 0.20% | +24+0.3% | Added |
| Fifth Third Bancorp | 9,200 | $696.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,123 | $690.0K | 0.00% | +3,853+73.1% | Added |
| Stifel Financial Corp | 8,935 | $676.0K | 0.00% | −18−0.2% | Reduced |
| Hanson & Doremus Investment Management | 11,505 | $627.0K | 0.19% | +839+7.9% | Added |
| Resources Management Corp | 8,250 | $624.0K | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 8,094 | $612.0K | 0.00% | +172+2.2% | Added |
| Mutual of America Capital Management LLC | 7,661 | $580.0K | 0.01% | +493+6.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 7,627 | $577.0K | 0.00% | +10+0.1% | Added |
| Burns J W & Co Inc | 7,339 | $555.0K | 0.09% | −202−2.7% | Reduced |
| Victory Capital Management Inc | 7,302 | $552.0K | 0.00% | −532−6.8% | Reduced |
| Everence Capital Management Inc | 7,080 | $536.0K | 0.04% | 00.0% | Unchanged |
| Leisure Capital Management | 7,000 | $530.0K | 0.30% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 6,917 | $523.0K | 0.00% | +1,048+17.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $517.0K | 0.23% | −325−4.5% | Reduced |
| Duality Advisers, LP | 6,785 | $513.0K | 0.05% | +6,785 | New |
| Tower Research Capital LLC (TRC) | 6,739 | $510.0K | 0.01% | +999+17.4% | Added |
| Profund Advisors LLC | 6,639 | $503.0K | 0.02% | +327+5.2% | Added |
| Minerva Advisors LLC | 6,618 | $501.0K | 0.26% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,085 | $460.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,650 | $427.0K | 0.00% | −250−4.2% | Reduced |
| Lipe & Dalton | 5,617 | $425.0K | 0.22% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,305 | $401.0K | 0.00% | −441−7.7% | Reduced |
| Citizens & Northern Corp | 5,216 | $395.0K | 0.15% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 5,189 | $393.0K | 0.27% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 5,096 | $386.0K | 0.01% | +5,096 | New |
| Crossmark Global Holdings, Inc. | 4,910 | $371.0K | 0.01% | −80−1.6% | Reduced |
| Howland Capital Management LLC | 4,650 | $352.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,600 | $348.0K | 0.15% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 4,574 | $346.0K | 0.02% | +4,574 | New |
| Guggenheim Capital LLC | 4,515 | $342.0K | 0.00% | +4,515 | New |
| Diversified Trust Co | 4,475 | $339.0K | 0.01% | −450−9.1% | Reduced |
| Trust Co of Vermont | 4,431 | $335.0K | 0.02% | −11,056−71.4% | Reduced |
| Geneos Wealth Management Inc. | 4,208 | $315.0K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,058 | $307.0K | 0.06% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,000 | $303.0K | 0.07% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,000 | $303.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,930 | $297.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,884 | $294.0K | 0.00% | +840+27.6% | Added |
| Prudential PLC | 3,714 | $281.0K | 0.00% | +3,714 | New |
| Atom Investors LP | 3,678 | $278.0K | 0.06% | +3,678 | New |
| Verition Fund Management LLC | 3,628 | $274.0K | 0.00% | −1,376−27.5% | Reduced |
| Pictet Asset Management Ltd | 3,492 | $264.0K | 0.00% | −508−12.7% | Reduced |
| STRS Ohio | 3,500 | $264.0K | 0.00% | −300−7.9% | Reduced |
| Shelton Capital Management | 3,471 | $263.0K | 0.01% | −109−3.0% | Reduced |
| Ergoteles LLC | 3,300 | $250.0K | 0.01% | −22,302−87.1% | Reduced |
| Cubist Systematic Strategies, LLC | 3,308 | $250.0K | 0.00% | −1,518−31.5% | Reduced |
| Squarepoint Ops LLC | 3,105 | $235.0K | 0.00% | +3,105 | New |
| Alpha Omega Wealth Management LLC | 3,021 | $229.0K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 2,933 | $222.0K | 0.00% | +2,933 | New |
| NBT Bank N A | 2,902 | $220.0K | 0.03% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 2,700 | $204.0K | 0.00% | +2,700 | New |
| Captrust Financial Advisors | 2,534 | $193.0K | 0.00% | +11+0.4% | Added |
| Point72 Hong Kong Ltd | 2,202 | $167.0K | 0.01% | +2,202 | New |
| Panagora Asset Management Inc | 1,898 | $144.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,668 | $126.0K | 0.08% | +1,668 | New |
| Rockbridge Investment Management, LCC | 1,442 | $109.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,309 | $99.0K | 0.00% | −89−6.4% | Reduced |
| Sutton Wealth Advisors Inc. | 1,184 | $89.6K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,177 | $89.0K | 0.00% | +94+8.7% | Added |
| FMR LLC | 1,112 | $84.0K | 0.00% | −4−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,084 | $82.0K | 0.00% | +235+27.7% | Added |
| M&R Capital Management Inc | 1,000 | $75.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 979 | $74.0K | 0.02% | 00.0% | Unchanged |
| Macquarie Group Ltd | 910 | $69.0K | 0.00% | −540−37.2% | Reduced |
| Spire Wealth Management | 828 | $63.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 828 | $63.0K | 0.00% | +319+62.7% | Added |
| Center for Financial Planning, Inc. | 780 | $59.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 746 | $56.0K | 0.00% | −1−0.1% | Reduced |
| Webster Bank, N. A. | 724 | $55.0K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 650 | $49.0K | 0.00% | +369+131.3% | Added |
| BBVA USA | 530 | $40.0K | 0.00% | +530 | New |
| Versant Capital Management, Inc | 500 | $38.0K | 0.01% | −270−35.1% | Reduced |
| Eagle Bay Advisors LLC | 500 | $38.0K | 0.03% | +500 | New |
| Ogorek Anthony Joseph | 498 | $37.0K | 0.02% | +2+0.4% | Added |
| Rockefeller Capital Management L.P. | 473 | $35.0K | 0.00% | +415+715.5% | Added |
| Prentice Wealth Management LLC | 400 | $30.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 390 | $30.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 350 | $26.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 299 | $22.6K | 0.00% | +179+149.2% | Added |
| Gemmer Asset Management LLC | 283 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 275 | $21.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $20.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 250 | $19.0K | 0.00% | 00.0% | Unchanged |