Community Financial System, Inc.

CBU

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0000723188

SEC filings (opens in a new tab)

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.

Q1 2022 vs. Q4 2021

How the institutions holding Community Financial System, Inc. changed between Q4 2021 and Q1 2022.

All holders in Q1 2022 All holders in Q4 2021

13F holders of CBU: Q4 2021 compared with Q1 2022
Measure	Q4 2021	Of which not filed for Q1 2022	Q1 2022	Change
Holders	244	3	244	+3
Shares	37.8M	42.0K	37.7M	+19.9K (+0.1%)
Value	$2.81B	$3.13M	$2.65B	−$159.2M (−5.7%)

3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Community Financial System, Inc. at the end of Q1 2022 but not at the end of Q4 2021.

Institutions new to CBU in Q1 2022
Institution	Shares	Value	% of portfolio
TD Asset Management Inc	28,321	$1.99M	0.00%
Amalgamated Financial Corp.	24,072	$1.69M	0.01%
Schonfeld Strategic Advisors LLC	20,300	$1.42M	0.02%
Alberta Investment Management Corp	13,056	$916.0K	0.01%
Susquehanna Fundamental Investments, LLC	8,817	$619.0K	0.01%
Jane Street Group, LLC	7,645	$536.0K	0.00%
State of Wisconsin Investment Board	7,100	$498.0K	0.00%
Jefferies Group LLC	6,100	$427.9K	0.01%
Squarepoint Ops LLC	4,727	$332.0K	0.00%
Hennion & Walsh Asset Management, Inc.	4,540	$318.0K	0.02%
Mirabella Financial Services LLP	4,309	$302.0K	0.03%
Campbell & CO Investment Adviser LLC	3,389	$238.0K	0.06%
Walleye Capital LLC	3,386	$238.0K	0.01%
Bouchey Financial Group Ltd	3,107	$218.0K	0.03%
Qube Research & Technologies Ltd	3,068	$215.0K	0.00%
US Asset Management LLC	2,359	$165.0K	0.15%
Nomura Asset Management Co Ltd	390	$27.4K	0.00%
IFP Advisors, Inc	229	$27.0K	0.00%
Hazlett, Burt & Watson, Inc.	150	$11.0K	0.01%
Proequities, Inc.	26	$2.00K	0.00%
Meeder Asset Management Inc	20	$1.00K	0.00%
Global Retirement Partners, LLC	16	$1.00K	0.00%
Disciplined Investments, LLC	10	$1.00K	0.00%
Cordant, Inc.	20	$1.00K	0.00%
Massmutual Trust Co FSB	7	$0	0.00%
SJS Investment Consulting Inc.	2	$0	0.00%

Sold out (23)

Institutions that held Community Financial System, Inc. at the end of Q4 2021 and filed for Q1 2022 without it.

Institutions that sold out of CBU in Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Janney Montgomery Scott LLC	27,252	$2.03M
Advisors Asset Management, Inc.	21,947	$1.63M
Wellington Shields & Co., LLC	20,000	$1.49M
Jackson Creek Investment Advisors LLC	15,141	$1.13M
Prudential PLC	8,719	$649.0K
Congress Wealth Management LLC	7,488	$558.0K
Leisure Capital Management	7,000	$521.0K
Colorado Capital Management, Inc.	6,078	$452.0K
Gsa Capital Partners LLP	4,806	$358.0K
Dynamic Technology Lab Private Ltd	4,598	$342.0K
Geneos Wealth Management Inc.	4,208	$313.0K
Verition Fund Management LLC	3,166	$236.0K
Cim Investment Mangement Inc	3,119	$232.0K
Alpha Omega Wealth Management LLC	3,021	$232.0K
Hilton Capital Management, LLC	2,977	$222.0K
Sciencast Management LP	2,802	$215.0K
Eagle Bay Advisors LLC	500	$37.0K
Lazard Asset Management LLC	397	$29.0K
Washington Trust Co	350	$26.0K
Cambridge Trust Co	275	$20.0K
Confluence Wealth Services, Inc.	211	$15.0K
Sageworth Trust Co	34	$3.00K
Capital Advisors, Ltd. LLC	2	$0

Not filed for Q1 2022 yet (3)

Institutions that held Community Financial System, Inc. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBU in Q4 2021 that haven't filed for Q1 2022
Institution	Shares, Q4 2021	Value, Q4 2021
Community Financial Services Group, LLC	41,900	$3.12M
NEXT Financial Group, Inc	89	$7.00K
Castle Financial & Retirement Planning Associates, Inc.	15	$1.00K