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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, 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.

Institutional holdersQ1 2022: 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 heldQ1 2022: $2.65B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2021.

Institutions holding CBU in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Center for Financial Planning, Inc.780$55.0K0.01%00.0%Unchanged
AdvisorNet Financial, Inc708$50.0K0.00%00.0%Unchanged
Gemmer Asset Management LLC609$42.0K0.01%+326+115.2%Added
Covestor Ltd585$41.0K0.03%+265+82.8%Added
Versant Capital Management, Inc539$38.0K0.01%−37−6.4%Reduced
Brown, Lisle/Cummings, Inc.522$36.6K0.02%+2+0.4%Added
Ogorek Anthony Joseph507$35.0K0.01%+3+0.6%Added
CWM, LLC439$31.0K0.00%+383+683.9%Added
Nomura Asset Management Co Ltd390$27.4K0.00%+390New
IFP Advisors, Inc229$27.0K0.00%+229New
Fortitude Advisory Group L.L.C.356$25.0K0.01%00.0%Unchanged
Strategic Asset Management, LLC300$21.0K0.03%00.0%Unchanged
Smithfield Trust Co270$19.0K0.00%00.0%Unchanged
Clean Yield Group246$17.0K0.01%00.0%Unchanged
Central Trust Co230$16.0K0.00%−20−8.0%Reduced
Patriot Financial Group Insurance Agency, LLC222$16.0K0.00%−25−10.1%Reduced
Fieldpoint Private Securities, LLC200$14.0K0.00%−5−2.4%Reduced
Parallel Advisors, LLC189$13.0K0.00%00.0%Unchanged
Private Capital Group, LLC181$13.0K0.00%−10−5.2%Reduced
Valley National Advisers Inc171$12.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC152$11.0K0.00%+72+90.0%Added
Hazlett, Burt & Watson, Inc.150$11.0K0.01%+150New
Parkside Financial Bank & Trust131$9.00K0.00%−29−18.1%Reduced
Hantz Financial Services, Inc.117$8.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.99$7.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.103$7.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC93$6.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC91$6.00K0.00%00.0%Unchanged
Addison Advisors LLC90$6.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.79$6.00K0.00%00.0%Unchanged
AllSquare Wealth Management LLC37$3.00K0.00%00.0%Unchanged
Column Capital Advisors, LLC26$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC27$2.00K0.00%+16+145.5%Added
Proequities, Inc.26$2.00K0.00%+26New
Sageworth Trust Co of South Dakota20$1.00K0.00%−91−82.0%Reduced
Signaturefd, LLC9$1.00K0.00%00.0%Unchanged
Schubert & Co8$1.00K0.00%+1+14.3%Added
Meeder Asset Management Inc20$1.00K0.00%+20New
Global Retirement Partners, LLC16$1.00K0.00%+16New
Disciplined Investments, LLC10$1.00K0.00%+10New
Cordant, Inc.20$1.00K0.00%+20New
Manchester Capital Management LLC4$00.00%00.0%Unchanged
Massmutual Trust Co FSB7$00.00%+7New
SJS Investment Consulting Inc.2$00.00%+2New
Janney Montgomery Scott LLC0$00.00%−27,252−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−21,947−100.0%Sold out
Wellington Shields & Co., LLC0$00.00%−20,000−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−15,141−100.0%Sold out
Prudential PLC0$00.00%−8,719−100.0%Sold out
Congress Wealth Management LLC0$00.00%−7,488−100.0%Sold out
Leisure Capital Management0$00.00%−7,000−100.0%Sold out
Colorado Capital Management, Inc.0$00.00%−6,078−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−4,806−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−4,598−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−4,208−100.0%Sold out
Verition Fund Management LLC0$00.00%−3,166−100.0%Sold out
Cim Investment Mangement Inc0$00.00%−3,119−100.0%Sold out
Alpha Omega Wealth Management LLC0$00.00%−3,021−100.0%Sold out
Hilton Capital Management, LLC0$00.00%−2,977−100.0%Sold out
Sciencast Management LP0$00.00%−2,802−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−500−100.0%Sold out
Lazard Asset Management LLC0$00.00%−397−100.0%Sold out
Washington Trust Co0$00.00%−350−100.0%Sold out
Cambridge Trust Co0$00.00%−275−100.0%Sold out
Confluence Wealth Services, Inc.0$00.00%−211−100.0%Sold out
Sageworth Trust Co0$00.00%−34−100.0%Sold out
Capital Advisors, Ltd. LLC0$00.00%−2−100.0%Sold out
Community Financial Services Group, LLC––––Not filed
NEXT Financial Group, Inc––––Not filed
Castle Financial & Retirement Planning Associates, Inc.––––Not filed