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 |
|---|---|---|---|---|---|
| BNP Paribas Arbitrage, SA | 21,339 | $1.50M | 0.00% | −15,466−42.0% | Reduced |
| Alliance Wealth Advisors, LLC | 20,737 | $1.46M | 1.21% | −622−2.9% | Reduced |
| HighTower Advisors, LLC | 20,597 | $1.45M | 0.00% | +540+2.7% | Added |
| Oregon Public Employees Retirement Fund | 20,347 | $1.43M | 0.01% | −500−2.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 20,300 | $1.42M | 0.02% | +20,300 | New |
| Anchor Capital Advisors LLC | 18,862 | $1.32M | 0.03% | −44,668−70.3% | Reduced |
| Susquehanna International Group, LLP | 18,585 | $1.30M | 0.00% | +390+2.1% | Added |
| Toronto Dominion Bank | 18,291 | $1.28M | 0.00% | +5,491+42.9% | Added |
| Baystate Wealth Management LLC | 18,068 | $1.27M | 0.11% | +100+0.6% | Added |
| Raymond James & Associates | 17,408 | $1.22M | 0.00% | +167+1.0% | Added |
| AlphaCrest Capital Management LLC | 16,695 | $1.17M | 0.07% | +9,785+141.6% | Added |
| Teachers Retirement System of the State of Kentucky | 15,196 | $1.07M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 14,577 | $1.02M | 0.01% | +65+0.4% | Added |
| LPL Financial LLC | 13,280 | $932.0K | 0.00% | −719−5.1% | Reduced |
| Ensign Peak Advisors, Inc | 13,067 | $917.0K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 13,056 | $916.0K | 0.01% | +13,056 | New |
| Empire Life Investments Inc. | 12,704 | $891.0K | 0.06% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 12,625 | $886.0K | 0.32% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 12,329 | $865.0K | 0.01% | +10,743+677.4% | Added |
| Laurus Investment Counsel Inc. | 12,070 | $847.0K | 0.32% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,080 | $777.0K | 0.00% | +639+6.1% | Added |
| Strategic Financial Services, Inc, | 11,032 | $774.0K | 0.06% | 00.0% | Unchanged |
| Victory Capital Management Inc | 11,953 | $770.0K | 0.00% | +5,205+77.1% | Added |
| Janus Henderson Group PLC | 10,881 | $764.0K | 0.00% | +10.0% | Added |
| Meridian Wealth Partners, LLC | 10,883 | $763.0K | 0.16% | 00.0% | Unchanged |
| Old Mission Capital LLC | 10,752 | $754.0K | 0.02% | −6,062−36.1% | Reduced |
| Balyasny Asset Management LLC | 10,611 | $744.0K | 0.00% | +4,110+63.2% | Added |
| Handelsbanken Fonder AB | 10,516 | $738.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 9,647 | $676.0K | 0.00% | −95−1.0% | Reduced |
| Fifth Third Bancorp | 9,272 | $650.0K | 0.00% | +11+0.1% | Added |
| Stifel Financial Corp | 9,093 | $638.0K | 0.00% | +189+2.1% | Added |
| Hanson & Doremus Investment Management | 9,011 | $632.0K | 0.14% | −80−0.9% | Reduced |
| Brookstone Capital Management | 9,292 | $632.0K | 0.01% | +1,062+12.9% | Added |
| Susquehanna Fundamental Investments, LLC | 8,817 | $619.0K | 0.01% | +8,817 | New |
| Riggs Asset Managment Co. Inc. | 8,667 | $608.0K | 0.18% | 00.0% | Unchanged |
| Resources Management Corp | 8,250 | $579.0K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 8,192 | $575.0K | 0.03% | −345−4.0% | Reduced |
| Mutual of America Capital Management LLC | 7,764 | $545.0K | 0.01% | +395+5.4% | Added |
| Jane Street Group, LLC | 7,645 | $536.0K | 0.00% | +7,645 | New |
| Cambridge Investment Research Advisors, Inc. | 7,619 | $534.0K | 0.00% | +4+0.1% | Added |
| Burns J W & Co Inc | 7,404 | $519.0K | 0.08% | +30.0% | Added |
| American Century Companies Inc | 7,143 | $501.0K | 0.00% | +977+15.8% | Added |
| State of Wisconsin Investment Board | 7,100 | $498.0K | 0.00% | +7,100 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,847 | $480.0K | 0.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $479.0K | 0.19% | 00.0% | Unchanged |
| Minerva Advisors LLC | 6,618 | $464.0K | 0.30% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,597 | $463.0K | 0.00% | −6,507−49.7% | Reduced |
| Trust Co of Vermont | 6,377 | $447.0K | 0.03% | +1,946+43.9% | Added |
| Los Angeles Capital Management LLC | 6,263 | $439.0K | 0.00% | +178+2.9% | Added |
| ExodusPoint Capital Management, LP | 6,121 | $429.0K | 0.01% | +3,261+114.0% | Added |
| Macquarie Group Ltd | 6,101 | $428.0K | 0.00% | +5,191+570.4% | Added |
| Jefferies Group LLC | 6,100 | $427.9K | 0.01% | +6,100 | New |
| Profund Advisors LLC | 6,088 | $427.0K | 0.02% | +563+10.2% | Added |
| Advisor Group Holdings, Inc. | 5,912 | $422.0K | 0.00% | +1,777+43.0% | Added |
| Everence Capital Management Inc | 5,920 | $415.0K | 0.03% | +1,610+37.4% | Added |
| Lipe & Dalton | 5,617 | $394.0K | 0.19% | 00.0% | Unchanged |
| Creative Planning | 5,542 | $389.0K | 0.00% | −10,312−65.0% | Reduced |
| Diversified Trust Co | 5,475 | $384.0K | 0.01% | +425+8.4% | Added |
| Socha Financial Group, LLC | 5,450 | $382.3K | 0.31% | 00.0% | Unchanged |
| Citizens & Northern Corp | 5,216 | $366.0K | 0.14% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 5,189 | $364.0K | 0.25% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 5,050 | $354.0K | 0.01% | −130−2.5% | Reduced |
| Renaissance Technologies LLC | 4,908 | $344.0K | 0.00% | −22,500−82.1% | Reduced |
| Squarepoint Ops LLC | 4,727 | $332.0K | 0.00% | +4,727 | New |
| Howland Capital Management LLC | 4,650 | $326.0K | 0.02% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 4,600 | $323.0K | 0.14% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,540 | $318.0K | 0.02% | +4,540 | New |
| Mirabella Financial Services LLP | 4,309 | $302.0K | 0.03% | +4,309 | New |
| Baird Financial Group, Inc. | 4,245 | $298.0K | 0.00% | +13+0.3% | Added |
| STRS Ohio | 4,200 | $294.0K | 0.00% | +800+23.5% | Added |
| Ameritas Investment Partners, Inc. | 4,105 | $288.0K | 0.01% | −725−15.0% | Reduced |
| Harbor Advisors LLC | 4,058 | $285.0K | 0.06% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,000 | $281.0K | 0.06% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 3,944 | $277.0K | 0.00% | −5,672−59.0% | Reduced |
| CIBC Asset Management Inc | 3,883 | $272.0K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management SA | 3,492 | $245.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 3,471 | $243.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 3,409 | $239.0K | 0.03% | +9+0.3% | 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 |
| CWM Advisors, LLC | 3,378 | $237.0K | 0.03% | +41+1.2% | Added |
| Metropolitan Life Insurance Co | 3,369 | $236.3K | 0.01% | −9,987−74.8% | Reduced |
| Guggenheim Capital LLC | 3,145 | $221.0K | 0.00% | +421+15.5% | 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 |
| Centiva Capital, LP | 3,100 | $217.0K | 0.01% | +342+12.4% | Added |
| HRT Financial LP | 3,082 | $216.0K | 0.00% | −41,691−93.1% | Reduced |
| Qube Research & Technologies Ltd | 3,068 | $215.0K | 0.00% | +3,068 | New |
| Mackenzie Financial Corp | 3,028 | $212.0K | 0.00% | +128+4.4% | Added |
| Zullo Investment Group, Inc. | 2,394 | $168.0K | 0.09% | 00.0% | Unchanged |
| US Asset Management LLC | 2,359 | $165.0K | 0.15% | +2,359 | New |
| Northwestern Mutual Wealth Management Co | 1,790 | $126.0K | 0.00% | −6,791−79.1% | Reduced |
| Rockbridge Investment Management, LCC | 1,442 | $102.4K | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,404 | $98.0K | 0.00% | +77+5.8% | Added |
| American Portfolios Advisors | 1,371 | $96.2K | 0.00% | +42+3.2% | Added |
| US Bancorp | 1,228 | $86.0K | 0.00% | −60−4.7% | Reduced |
| Sutton Wealth Advisors Inc. | 1,200 | $84.2K | 0.03% | +3+0.3% | Added |
| Tower Research Capital LLC (TRC) | 1,112 | $78.0K | 0.00% | −3,760−77.2% | Reduced |
| M&R Capital Management Inc | 1,000 | $70.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 828 | $58.0K | 0.00% | 00.0% | Unchanged |