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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, Q4 2021

Institutional positions in Community Financial System, Inc. as of Dec 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
244
+10 vs. Q3 2021
Shares held
37.8M
−182.9K (−0.5%) vs. Q3 2021
Total value
$2.81B
+$216.0M (+8.3%) vs. Q3 2021
New holders
34
82 more added
Sold out
24
70 more reduced

3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 244 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 heldQ4 2021: $2.81B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2021.

Institutions holding CBU in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Oregon Public Employees Retirement Fund20,847$1.55M0.02%−1,000−4.6%Reduced
Bank of Montreal20,577$1.54M0.00%−3,924−16.0%Reduced
HighTower Advisors, LLC20,057$1.50M0.00%−5,215−20.6%Reduced
Wellington Shields & Co., LLC20,000$1.49M0.30%+20,000New
Susquehanna International Group, LLP18,195$1.35M0.00%+6,463+55.1%Added
Price T Rowe Associates Inc17,971$1.34M0.00%−932−4.9%Reduced
Baystate Wealth Management LLC17,968$1.34M0.12%+110+0.6%Added
MetLife Investment Management17,961$1.34M0.01%−1,066−5.6%Reduced
Raymond James & Associates17,241$1.28M0.00%+179+1.0%Added
Old Mission Capital LLC16,814$1.25M0.06%+16,814New
Creative Planning15,854$1.18M0.00%+14+0.1%Added
Laurus Investment Counsel Inc.12,070$1.15M0.30%00.0%Unchanged
Teachers Retirement System of the State of Kentucky15,196$1.13M0.01%00.0%Unchanged
Jackson Creek Investment Advisors LLC15,141$1.13M0.40%+15,141New
Arizona State Retirement System14,512$1.08M0.01%−165−1.1%Reduced
LPL Financial LLC13,999$1.04M0.00%−90−0.6%Reduced
Metropolitan Life Insurance Co13,356$994.8K0.01%−790−5.6%Reduced
Mercer Global Advisors Inc13,104$976.0K0.01%+169+1.3%Added
Ensign Peak Advisors, Inc13,067$973.0K0.00%−42,920−76.7%Reduced
Toronto Dominion Bank12,800$953.0K0.00%+12,221+2,110.7%Added
Cubist Systematic Strategies, LLC12,716$947.0K0.01%−4,955−28.0%Reduced
Empire Life Investments Inc.12,704$946.0K0.06%+926+7.9%Added
Hamel Associates, Inc.12,625$940.0K0.34%00.0%Unchanged
Strategic Financial Services, Inc,11,032$822.0K0.06%+203+1.9%Added
Meridian Wealth Partners, LLC10,883$811.0K0.16%00.0%Unchanged
Janus Henderson Group PLC10,880$810.0K0.00%+5,472+101.2%Added
Handelsbanken Fonder AB10,516$783.0K0.00%00.0%Unchanged
Teacher Retirement System of Texas10,441$778.0K0.00%+1,796+20.8%Added
The PNC Financial Services Group, Inc.9,742$726.0K0.00%+317+3.4%Added
Two Sigma Investments, LP9,616$716.0K0.00%−15,306−61.4%Reduced
Fifth Third Bancorp9,261$690.0K0.00%+13+0.1%Added
Hanson & Doremus Investment Management9,091$677.0K0.14%−234−2.5%Reduced
Stifel Financial Corp8,904$663.0K0.00%−15−0.2%Reduced
Prudential PLC8,719$649.0K0.01%−537−5.8%Reduced
Riggs Asset Managment Co. Inc.8,667$646.0K0.18%00.0%Unchanged
Northwestern Mutual Wealth Management Co8,581$639.0K0.00%+7,497+691.6%Added
Brookstone Capital Management8,230$636.0K0.01%+8,230New
Change Path, LLC8,537$636.0K0.03%+8,537New
Resources Management Corp8,250$614.0K0.08%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.7,615$567.0K0.00%−22−0.3%Reduced
Congress Wealth Management LLC7,488$558.0K0.01%+7,488New
Burns J W & Co Inc7,401$551.0K0.08%+59+0.8%Added
Mutual of America Capital Management LLC7,369$549.0K0.01%+180+2.5%Added
Algert Global LLC7,054$525.0K0.07%−950−11.9%Reduced
Leisure Capital Management7,000$521.0K0.24%00.0%Unchanged
AlphaCrest Capital Management LLC6,910$515.0K0.02%−119−1.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)6,847$510.0K0.00%+1,542+29.1%Added
Cornell Pochily Investment Advisors, Inc.6,834$509.0K0.20%00.0%Unchanged
Victory Capital Management Inc6,748$503.0K0.00%−208−3.0%Reduced
Minerva Advisors LLC6,618$493.0K0.30%00.0%Unchanged
Balyasny Asset Management LLC6,501$484.0K0.00%+6,501New
American Century Companies Inc6,166$459.0K0.00%+932+17.8%Added
Los Angeles Capital Management LLC6,085$453.0K0.00%00.0%Unchanged
Colorado Capital Management, Inc.6,078$452.0K0.30%+6,078New
Lipe & Dalton5,617$418.0K0.20%00.0%Unchanged
Profund Advisors LLC5,525$412.0K0.01%+22+0.4%Added
Socha Financial Group, LLC5,450$405.9K0.31%+5,450New
Citizens & Northern Corp5,216$388.0K0.14%00.0%Unchanged
Carl P. Sherr & Co., LLC5,189$386.0K0.23%00.0%Unchanged
Crossmark Global Holdings, Inc.5,180$386.0K0.01%+410+8.6%Added
Diversified Trust Co5,050$376.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)4,872$363.0K0.01%−9,067−65.0%Reduced
Ameritas Investment Partners, Inc.4,830$359.0K0.01%−5,890−54.9%Reduced
Gsa Capital Partners LLP4,806$358.0K0.04%+918+23.6%Added
Howland Capital Management LLC4,650$346.0K0.02%00.0%Unchanged
Peoples Financial Services Corp.4,600$343.0K0.13%00.0%Unchanged
Dynamic Technology Lab Private Ltd4,598$342.0K0.04%−8,622−65.2%Reduced
Trust Co of Vermont4,431$330.0K0.02%00.0%Unchanged
Everence Capital Management Inc4,310$321.0K0.02%−4,350−50.2%Reduced
Baird Financial Group, Inc.4,232$315.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.4,208$313.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.4,135$307.0K0.00%+484+13.3%Added
Harbor Advisors LLC4,058$302.0K0.06%00.0%Unchanged
MidWestOne Financial Group, Inc.4,000$298.0K0.06%00.0%Unchanged
CIBC Asset Management Inc3,883$289.0K0.00%−200−4.9%Reduced
Pictet Asset Management SA3,492$260.0K0.00%00.0%Unchanged
Shelton Capital Management3,471$259.0K0.01%00.0%Unchanged
James Investment Research Inc3,400$253.0K0.02%00.0%Unchanged
STRS Ohio3,400$253.0K0.00%+1,100+47.8%Added
CWM Advisors, LLC3,337$249.0K0.03%−161−4.6%Reduced
Verition Fund Management LLC3,166$236.0K0.00%+3,166New
Cim Investment Mangement Inc3,119$232.0K0.07%00.0%Unchanged
Alpha Omega Wealth Management LLC3,021$232.0K0.04%00.0%Unchanged
Hilton Capital Management, LLC2,977$222.0K0.02%+2,977New
Mackenzie Financial Corp2,900$216.0K0.00%−233−7.4%Reduced
Sciencast Management LP2,802$215.0K0.04%+2,802New
ExodusPoint Capital Management, LP2,860$213.0K0.00%−12,422−81.3%Reduced
Centiva Capital, LP2,758$205.0K0.01%−636−18.7%Reduced
Guggenheim Capital LLC2,724$203.0K0.00%−2,158−44.2%Reduced
Zullo Investment Group, Inc.2,394$178.0K0.09%+2,394New
Captrust Financial Advisors2,154$161.0K0.00%−379−15.0%Reduced
SG Americas Securities, LLC1,586$118.0K0.00%−54,730−97.2%Reduced
Rockbridge Investment Management, LCC1,442$107.0K0.02%00.0%Unchanged
Public Employees Retirement System of Ohio1,327$99.0K0.00%+62+4.9%Added
American Portfolios Advisors1,329$99.0K0.00%+940+241.6%Added
US Bancorp1,288$96.0K0.00%−21−1.6%Reduced
Sutton Wealth Advisors Inc.1,197$89.2K0.03%+13+1.1%Added
M&R Capital Management Inc1,000$74.0K0.02%00.0%Unchanged
Macquarie Group Ltd910$68.0K0.00%00.0%Unchanged
Spire Wealth Management828$62.0K0.00%00.0%Unchanged