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, Q3 2021
Institutional positions in Community Financial System, Inc. as of Sep 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
- 237
- +17 vs. Q2 2021
- Shares held
- 38.0M
- −212.4K (−0.6%) vs. Q2 2021
- Total value
- $2.60B
- −$290.7M (−10.1%) vs. Q2 2021
- New holders
- 31
- 65 more added
- Sold out
- 14
- 83 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 13 | $0 | 0.00% | +13 | New |
| TD Private Client Wealth LLC | 14 | $958 | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3,421 | $1.00K | 0.00% | +3,371+6,742.0% | Added |
| Signaturefd, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 48 | $3.00K | 0.00% | −1−2.0% | Reduced |
| AllSquare Wealth Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 49 | $3.00K | 0.00% | +49 | New |
| Tarbox Family Office, Inc. | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 77 | $5.00K | 0.00% | +77 | New |
| Steward Partners Investment Advisory, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 149 | $10.0K | 0.00% | −16−9.7% | Reduced |
| Sageworth Trust Co | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 157 | $11.0K | 0.00% | −8−4.8% | Reduced |
| Valley National Advisers Inc | 171 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 196 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 191 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 191 | $13.0K | 0.00% | +17+9.8% | Added |
| Rockefeller Capital Management L.P. | 255 | $17.0K | 0.00% | −218−46.1% | Reduced |
| Central Trust Co | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 246 | $17.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 253 | $17.0K | 0.00% | +36+16.6% | Added |
| Smithfield Trust Co | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 283 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 275 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $21.0K | 0.03% | +300 | New |
| Washington Trust Co | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 389 | $26.6K | 0.00% | +90+30.1% | Added |
| Harbour Investments, Inc. | 391 | $27.0K | 0.00% | +1+0.3% | Added |
| Prentice Wealth Management LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 472 | $32.0K | 0.01% | −28−5.6% | Reduced |
| BBVA USA | 504 | $34.0K | 0.00% | −26−4.9% | Reduced |
| Ogorek Anthony Joseph | 501 | $34.0K | 0.02% | +3+0.6% | Added |
| Toronto Dominion Bank | 579 | $40.0K | 0.00% | −167−22.4% | Reduced |
| Point72 Hong Kong Ltd | 738 | $50.0K | 0.00% | −1,464−66.5% | Reduced |
| FMR LLC | 735 | $50.0K | 0.00% | −377−33.9% | Reduced |
| Webster Bank, N. A. | 724 | $50.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $53.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 828 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 872 | $60.0K | 0.00% | +44+5.3% | Added |
| Macquarie Group Ltd | 910 | $62.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $68.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,000 | $68.0K | 0.04% | +500+100.0% | Added |
| Van Eck Associates Corp | 1,035 | $71.0K | 0.00% | +385+59.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,084 | $74.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,184 | $81.0K | 0.03% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,265 | $87.0K | 0.00% | +88+7.5% | Added |
| US Bancorp | 1,309 | $90.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,442 | $99.0K | 0.02% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 1,668 | $114.0K | 0.07% | 00.0% | Unchanged |
| STRS Ohio | 2,300 | $157.0K | 0.00% | −1,200−34.3% | Reduced |
| US Asset Management LLC | 2,359 | $161.0K | 0.16% | +2,359 | New |
| Captrust Financial Advisors | 2,533 | $174.0K | 0.00% | −10.0% | Reduced |
| Alpha Omega Wealth Management LLC | 3,021 | $207.0K | 0.03% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 3,119 | $213.0K | 0.07% | +3,119 | New |
| Mackenzie Financial Corp | 3,133 | $214.0K | 0.00% | +3,133 | New |
| Schonfeld Strategic Advisors LLC | 3,300 | $226.0K | 0.00% | +600+22.2% | Added |
| Centiva Capital, LP | 3,394 | $232.0K | 0.02% | +3,394 | New |
| James Investment Research Inc | 3,400 | $233.0K | 0.02% | +3,400 | New |
| Shelton Capital Management | 3,471 | $237.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,492 | $239.0K | 0.00% | +3,492 | New |
| CWM Advisors, LLC | 3,498 | $239.0K | 0.03% | +3,498 | New |
| Advisor Group Holdings, Inc. | 3,651 | $251.0K | 0.00% | −233−6.0% | Reduced |
| Gsa Capital Partners LLP | 3,888 | $266.0K | 0.03% | +3,888 | New |
| MidWestOne Financial Group, Inc. | 4,000 | $274.0K | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,058 | $278.0K | 0.06% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,083 | $279.0K | 0.00% | +153+3.9% | Added |
| Mirabella Financial Services LLP | 4,218 | $288.0K | 0.04% | +4,218 | New |
| Baird Financial Group, Inc. | 4,232 | $290.0K | 0.00% | +232+5.8% | Added |
| Geneos Wealth Management Inc. | 4,208 | $291.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,431 | $304.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,600 | $315.0K | 0.13% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,650 | $318.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,770 | $326.0K | 0.01% | −140−2.9% | Reduced |
| Guggenheim Capital LLC | 4,882 | $334.0K | 0.00% | +367+8.1% | Added |
| Diversified Trust Co | 5,050 | $346.0K | 0.01% | +575+12.8% | Added |
| Kestra Advisory Services, LLC | 5,172 | $354.0K | 0.00% | −478−8.5% | Reduced |
| Carl P. Sherr & Co., LLC | 5,189 | $355.0K | 0.28% | 00.0% | Unchanged |
| Citizens & Northern Corp | 5,216 | $357.0K | 0.14% | 00.0% | Unchanged |
| American Century Companies Inc | 5,234 | $358.0K | 0.00% | −6,207−54.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,305 | $363.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,408 | $370.0K | 0.00% | +5,408 | New |
| Profund Advisors LLC | 5,503 | $377.0K | 0.01% | −1,136−17.1% | Reduced |
| Lipe & Dalton | 5,617 | $384.0K | 0.20% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,085 | $416.0K | 0.00% | 00.0% | Unchanged |
| Minerva Advisors LLC | 6,618 | $453.0K | 0.26% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $468.0K | 0.20% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,956 | $476.0K | 0.00% | −346−4.7% | Reduced |
| Leisure Capital Management | 7,000 | $479.0K | 0.26% | 00.0% | Unchanged |
| UBS Group AG | 7,033 | $481.0K | 0.00% | −53,843−88.4% | Reduced |
| AlphaCrest Capital Management LLC | 7,029 | $481.0K | 0.02% | +7,029 | New |
| Mutual of America Capital Management LLC | 7,189 | $492.0K | 0.00% | −472−6.2% | Reduced |
| Burns J W & Co Inc | 7,342 | $502.0K | 0.08% | +30.0% | Added |
| Millennium Management LLC | 7,348 | $503.0K | 0.00% | −3,557−32.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,637 | $523.0K | 0.00% | +10+0.1% | Added |
| Algert Global LLC | 8,004 | $548.0K | 0.07% | +8,004 | New |
| Resources Management Corp | 8,250 | $564.0K | 0.08% | 00.0% | Unchanged |