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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 19,243 | $1.32M | 0.01% | +19,243 | New |
| MetLife Investment Management | 19,027 | $1.30M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 18,903 | $1.29M | 0.00% | +24+0.1% | Added |
| Occudo Quantitative Strategies LP | 18,343 | $1.25M | 0.15% | +18,343 | New |
| Baystate Wealth Management LLC | 17,858 | $1.22M | 0.12% | +101+0.6% | Added |
| Cubist Systematic Strategies, LLC | 17,671 | $1.21M | 0.02% | +14,363+434.2% | Added |
| Raymond James & Associates | 17,062 | $1.17M | 0.00% | +1,129+7.1% | Added |
| Creative Planning | 15,840 | $1.08M | 0.00% | +33+0.2% | Added |
| Laurus Investment Counsel Inc. | 12,070 | $1.05M | 0.30% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 15,282 | $1.05M | 0.02% | +15,282 | New |
| Teachers Retirement System of the State of Kentucky | 15,196 | $1.04M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,677 | $1.00M | 0.01% | +109+0.7% | Added |
| Twinbeech Capital LP | 14,588 | $998.0K | 0.07% | +14,588 | New |
| Metropolitan Life Insurance Co | 14,146 | $967.9K | 0.01% | −855−5.7% | Reduced |
| LPL Financial LLC | 14,089 | $964.0K | 0.00% | −1,030−6.8% | Reduced |
| Tower Research Capital LLC (TRC) | 13,939 | $954.0K | 0.02% | +7,200+106.8% | Added |
| Dynamic Technology Lab Private Ltd | 13,220 | $905.0K | 0.11% | +13,220 | New |
| Mercer Global Advisors Inc | 12,935 | $885.0K | 0.01% | +4,841+59.8% | Added |
| Hamel Associates, Inc. | 12,625 | $864.0K | 0.34% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 11,958 | $818.0K | 0.05% | +11,958 | New |
| Empire Life Investments Inc. | 11,778 | $806.0K | 0.05% | +201+1.7% | Added |
| Susquehanna International Group, LLP | 11,732 | $803.0K | 0.00% | −11,228−48.9% | Reduced |
| Meridian Wealth Partners, LLC | 10,883 | $745.0K | 0.15% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 10,829 | $741.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,720 | $733.0K | 0.03% | −38−0.4% | Reduced |
| Handelsbanken Fonder AB | 10,516 | $720.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 9,838 | $674.0K | 0.02% | +4,742+93.1% | Added |
| The PNC Financial Services Group, Inc. | 9,425 | $644.0K | 0.00% | −161−1.7% | Reduced |
| Hanson & Doremus Investment Management | 9,325 | $638.0K | 0.15% | −2,180−18.9% | Reduced |
| Fifth Third Bancorp | 9,248 | $633.0K | 0.00% | +48+0.5% | Added |
| Prudential PLC | 9,256 | $633.0K | 0.01% | +5,542+149.2% | Added |
| D. E. Shaw & Co., Inc. | 9,048 | $619.0K | 0.00% | +9,048 | New |
| Stifel Financial Corp | 8,919 | $610.0K | 0.00% | −16−0.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 8,667 | $593.0K | 0.18% | −600−6.5% | Reduced |
| Everence Capital Management Inc | 8,660 | $593.0K | 0.05% | +1,580+22.3% | Added |
| Teacher Retirement System of Texas | 8,645 | $591.0K | 0.00% | +1,728+25.0% | Added |
| Wellington Management Group LLP | 8,494 | $581.0K | 0.00% | +8,494 | New |
| Resources Management Corp | 8,250 | $564.0K | 0.08% | 00.0% | Unchanged |
| Algert Global LLC | 8,004 | $548.0K | 0.07% | +8,004 | New |
| Cambridge Investment Research Advisors, Inc. | 7,637 | $523.0K | 0.00% | +10+0.1% | Added |
| Millennium Management LLC | 7,348 | $503.0K | 0.00% | −3,557−32.6% | Reduced |
| Burns J W & Co Inc | 7,342 | $502.0K | 0.08% | +30.0% | Added |
| Mutual of America Capital Management LLC | 7,189 | $492.0K | 0.00% | −472−6.2% | Reduced |
| 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 |
| Leisure Capital Management | 7,000 | $479.0K | 0.26% | 00.0% | Unchanged |
| Victory Capital Management Inc | 6,956 | $476.0K | 0.00% | −346−4.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $468.0K | 0.20% | 00.0% | Unchanged |
| Minerva Advisors LLC | 6,618 | $453.0K | 0.26% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 6,085 | $416.0K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 5,617 | $384.0K | 0.20% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,503 | $377.0K | 0.01% | −1,136−17.1% | Reduced |
| Janus Henderson Group PLC | 5,408 | $370.0K | 0.00% | +5,408 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,305 | $363.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 5,234 | $358.0K | 0.00% | −6,207−54.3% | Reduced |
| Citizens & Northern Corp | 5,216 | $357.0K | 0.14% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 5,189 | $355.0K | 0.28% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 5,172 | $354.0K | 0.00% | −478−8.5% | Reduced |
| Diversified Trust Co | 5,050 | $346.0K | 0.01% | +575+12.8% | Added |
| Guggenheim Capital LLC | 4,882 | $334.0K | 0.00% | +367+8.1% | Added |
| Crossmark Global Holdings, Inc. | 4,770 | $326.0K | 0.01% | −140−2.9% | Reduced |
| Howland Capital Management LLC | 4,650 | $318.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,600 | $315.0K | 0.13% | 00.0% | Unchanged |
| Trust Co of Vermont | 4,431 | $304.0K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4,208 | $291.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 4,232 | $290.0K | 0.00% | +232+5.8% | Added |
| Mirabella Financial Services LLP | 4,218 | $288.0K | 0.04% | +4,218 | New |
| CIBC Asset Management Inc | 4,083 | $279.0K | 0.00% | +153+3.9% | Added |
| Harbor Advisors LLC | 4,058 | $278.0K | 0.06% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,000 | $274.0K | 0.06% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,888 | $266.0K | 0.03% | +3,888 | New |
| Advisor Group Holdings, Inc. | 3,651 | $251.0K | 0.00% | −233−6.0% | Reduced |
| 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 |
| Shelton Capital Management | 3,471 | $237.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 3,400 | $233.0K | 0.02% | +3,400 | New |
| Centiva Capital, LP | 3,394 | $232.0K | 0.02% | +3,394 | New |
| Schonfeld Strategic Advisors LLC | 3,300 | $226.0K | 0.00% | +600+22.2% | Added |
| Mackenzie Financial Corp | 3,133 | $214.0K | 0.00% | +3,133 | New |
| Cim Investment Mangement Inc | 3,119 | $213.0K | 0.07% | +3,119 | New |
| Alpha Omega Wealth Management LLC | 3,021 | $207.0K | 0.03% | 00.0% | Unchanged |
| Captrust Financial Advisors | 2,533 | $174.0K | 0.00% | −10.0% | Reduced |
| US Asset Management LLC | 2,359 | $161.0K | 0.16% | +2,359 | New |
| STRS Ohio | 2,300 | $157.0K | 0.00% | −1,200−34.3% | Reduced |
| Sterling Financial Planning, Inc. | 1,668 | $114.0K | 0.07% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1,442 | $99.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,309 | $90.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,265 | $87.0K | 0.00% | +88+7.5% | Added |
| Sutton Wealth Advisors Inc. | 1,184 | $81.0K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,084 | $74.0K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,035 | $71.0K | 0.00% | +385+59.2% | Added |
| 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 |
| Macquarie Group Ltd | 910 | $62.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 872 | $60.0K | 0.00% | +44+5.3% | Added |
| Spire Wealth Management | 828 | $57.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $53.0K | 0.01% | 00.0% | Unchanged |
| 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 |