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, Q1 2022
Institutional positions in Community Financial System, Inc. as of Mar 31, 2022. 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
- +3 vs. Q4 2021
- Shares held
- 37.7M
- +19.9K (+0.1%) vs. Q4 2021
- Total value
- $2.65B
- −$159.2M (−5.7%) vs. Q4 2021
- New holders
- 26
- 90 more added
- Sold out
- 23
- 74 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $0 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Sageworth Trust Co of South Dakota | 20 | $1.00K | 0.00% | −91−82.0% | Reduced |
| Signaturefd, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Meeder Asset Management Inc | 20 | $1.00K | 0.00% | +20 | New |
| Global Retirement Partners, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Cordant, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.00K | 0.00% | +16+145.5% | Added |
| Proequities, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| AllSquare Wealth Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 117 | $8.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 131 | $9.00K | 0.00% | −29−18.1% | Reduced |
| Quadrant Capital Group LLC | 152 | $11.0K | 0.00% | +72+90.0% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $11.0K | 0.01% | +150 | New |
| Valley National Advisers Inc | 171 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 189 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 181 | $13.0K | 0.00% | −10−5.2% | Reduced |
| Fieldpoint Private Securities, LLC | 200 | $14.0K | 0.00% | −5−2.4% | Reduced |
| Central Trust Co | 230 | $16.0K | 0.00% | −20−8.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 222 | $16.0K | 0.00% | −25−10.1% | Reduced |
| Clean Yield Group | 246 | $17.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $19.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 300 | $21.0K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 356 | $25.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 229 | $27.0K | 0.00% | +229 | New |
| Nomura Asset Management Co Ltd | 390 | $27.4K | 0.00% | +390 | New |
| CWM, LLC | 439 | $31.0K | 0.00% | +383+683.9% | Added |
| Ogorek Anthony Joseph | 507 | $35.0K | 0.01% | +3+0.6% | Added |
| Brown, Lisle/Cummings, Inc. | 522 | $36.6K | 0.02% | +2+0.4% | Added |
| Versant Capital Management, Inc | 539 | $38.0K | 0.01% | −37−6.4% | Reduced |
| Covestor Ltd | 585 | $41.0K | 0.03% | +265+82.8% | Added |
| Gemmer Asset Management LLC | 609 | $42.0K | 0.01% | +326+115.2% | Added |
| AdvisorNet Financial, Inc | 708 | $50.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $55.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 828 | $58.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $70.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,112 | $78.0K | 0.00% | −3,760−77.2% | Reduced |
| Sutton Wealth Advisors Inc. | 1,200 | $84.2K | 0.03% | +3+0.3% | Added |
| US Bancorp | 1,228 | $86.0K | 0.00% | −60−4.7% | Reduced |
| American Portfolios Advisors | 1,371 | $96.2K | 0.00% | +42+3.2% | Added |
| Public Employees Retirement System of Ohio | 1,404 | $98.0K | 0.00% | +77+5.8% | Added |
| Rockbridge Investment Management, LCC | 1,442 | $102.4K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,790 | $126.0K | 0.00% | −6,791−79.1% | Reduced |
| US Asset Management LLC | 2,359 | $165.0K | 0.15% | +2,359 | New |
| Zullo Investment Group, Inc. | 2,394 | $168.0K | 0.09% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,028 | $212.0K | 0.00% | +128+4.4% | Added |
| Qube Research & Technologies Ltd | 3,068 | $215.0K | 0.00% | +3,068 | New |
| HRT Financial LP | 3,082 | $216.0K | 0.00% | −41,691−93.1% | Reduced |
| Centiva Capital, LP | 3,100 | $217.0K | 0.01% | +342+12.4% | Added |
| Captrust Financial Advisors | 3,093 | $218.0K | 0.00% | +939+43.6% | Added |
| Bouchey Financial Group Ltd | 3,107 | $218.0K | 0.03% | +3,107 | New |
| Guggenheim Capital LLC | 3,145 | $221.0K | 0.00% | +421+15.5% | Added |
| Metropolitan Life Insurance Co | 3,369 | $236.3K | 0.01% | −9,987−74.8% | Reduced |
| CWM Advisors, LLC | 3,378 | $237.0K | 0.03% | +41+1.2% | Added |
| Campbell & CO Investment Adviser LLC | 3,389 | $238.0K | 0.06% | +3,389 | New |
| Walleye Capital LLC | 3,386 | $238.0K | 0.01% | +3,386 | New |
| James Investment Research Inc | 3,409 | $239.0K | 0.03% | +9+0.3% | Added |
| Shelton Capital Management | 3,471 | $243.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,492 | $245.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,883 | $272.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 3,944 | $277.0K | 0.00% | −5,672−59.0% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $281.0K | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,058 | $285.0K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,105 | $288.0K | 0.01% | −725−15.0% | Reduced |
| STRS Ohio | 4,200 | $294.0K | 0.00% | +800+23.5% | Added |
| Baird Financial Group, Inc. | 4,245 | $298.0K | 0.00% | +13+0.3% | Added |
| Mirabella Financial Services LLP | 4,309 | $302.0K | 0.03% | +4,309 | New |
| Hennion & Walsh Asset Management, Inc. | 4,540 | $318.0K | 0.02% | +4,540 | New |
| Peoples Financial Services Corp. | 4,600 | $323.0K | 0.14% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,650 | $326.0K | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 4,727 | $332.0K | 0.00% | +4,727 | New |
| Renaissance Technologies LLC | 4,908 | $344.0K | 0.00% | −22,500−82.1% | Reduced |
| Crossmark Global Holdings, Inc. | 5,050 | $354.0K | 0.01% | −130−2.5% | Reduced |
| Carl P. Sherr & Co., LLC | 5,189 | $364.0K | 0.25% | 00.0% | Unchanged |
| Citizens & Northern Corp | 5,216 | $366.0K | 0.14% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $382.3K | 0.31% | 00.0% | Unchanged |
| Diversified Trust Co | 5,475 | $384.0K | 0.01% | +425+8.4% | Added |
| Creative Planning | 5,542 | $389.0K | 0.00% | −10,312−65.0% | Reduced |
| Lipe & Dalton | 5,617 | $394.0K | 0.19% | 00.0% | Unchanged |
| Everence Capital Management Inc | 5,920 | $415.0K | 0.03% | +1,610+37.4% | Added |
| Advisor Group Holdings, Inc. | 5,912 | $422.0K | 0.00% | +1,777+43.0% | Added |
| Profund Advisors LLC | 6,088 | $427.0K | 0.02% | +563+10.2% | Added |
| Jefferies Group LLC | 6,100 | $427.9K | 0.01% | +6,100 | New |
| Macquarie Group Ltd | 6,101 | $428.0K | 0.00% | +5,191+570.4% | Added |
| ExodusPoint Capital Management, LP | 6,121 | $429.0K | 0.01% | +3,261+114.0% | Added |
| Los Angeles Capital Management LLC | 6,263 | $439.0K | 0.00% | +178+2.9% | Added |
| Trust Co of Vermont | 6,377 | $447.0K | 0.03% | +1,946+43.9% | Added |
| Mercer Global Advisors Inc | 6,597 | $463.0K | 0.00% | −6,507−49.7% | Reduced |
| Minerva Advisors LLC | 6,618 | $464.0K | 0.30% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $479.0K | 0.19% | 00.0% | Unchanged |