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, Q2 2022
Institutional positions in Community Financial System, Inc. as of Jun 30, 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
- 240
- +1 vs. Q1 2022
- Shares held
- 37.8M
- +278.0K (+0.7%) vs. Q1 2022
- Total value
- $2.41B
- −$231.7M (−8.8%) vs. Q1 2022
- New holders
- 23
- 75 more added
- Sold out
- 22
- 84 more reduced
5 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 17,855 | $1.13M | 0.98% | −2,882−13.9% | Reduced |
| Royal Bank of Canada | 17,763 | $1.12M | 0.00% | −18,502−51.0% | Reduced |
| Oregon Public Employees Retirement Fund | 17,647 | $1.12M | 0.02% | −2,700−13.3% | Reduced |
| LPL Financial LLC | 17,479 | $1.11M | 0.00% | +4,199+31.6% | Added |
| Advisors Asset Management, Inc. | 17,095 | $1.08M | 0.02% | +17,095 | New |
| Envestnet Asset Management Inc | 17,015 | $1.08M | 0.00% | −4,522−21.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 15,803 | $1.00M | 0.00% | +15,803 | New |
| Arizona State Retirement System | 14,601 | $924.0K | 0.01% | +24+0.2% | Added |
| Raymond James & Associates | 14,170 | $897.0K | 0.00% | −3,238−18.6% | Reduced |
| Rafferty Asset Management, LLC | 14,070 | $890.0K | 0.01% | −10,057−41.7% | Reduced |
| Squarepoint Ops LLC | 13,846 | $876.0K | 0.01% | +9,119+192.9% | Added |
| Susquehanna International Group, LLP | 13,505 | $855.0K | 0.00% | −5,080−27.3% | Reduced |
| Empire Life Investments Inc. | 13,134 | $831.0K | 0.06% | +430+3.4% | Added |
| Ensign Peak Advisors, Inc | 13,067 | $827.0K | 0.00% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 13,056 | $826.0K | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 12,933 | $818.0K | 0.01% | +6,812+111.3% | Added |
| Hamel Associates, Inc. | 12,625 | $799.0K | 0.32% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 12,566 | $795.0K | 0.04% | −4,129−24.7% | Reduced |
| Victory Capital Management Inc | 12,279 | $777.0K | 0.00% | +326+2.7% | Added |
| Bank of Montreal | 12,060 | $773.0K | 0.00% | −9,056−42.9% | Reduced |
| Laurus Investment Counsel Inc. | 12,070 | $764.0K | 0.37% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 11,829 | $749.0K | 0.01% | −500−4.1% | Reduced |
| Strategic Financial Services, Inc, | 11,032 | $698.0K | 0.06% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 10,883 | $689.0K | 0.16% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 10,865 | $687.0K | 0.00% | −16−0.1% | Reduced |
| Handelsbanken Fonder AB | 10,516 | $665.0K | 0.00% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 10,386 | $657.0K | 0.00% | +10,386 | New |
| Millennium Management LLC | 10,147 | $642.0K | 0.00% | −77,177−88.4% | Reduced |
| The PNC Financial Services Group, Inc. | 9,675 | $612.0K | 0.00% | +28+0.3% | Added |
| NBT Bank N A | 9,482 | $600.0K | 0.09% | +9,482 | New |
| Stifel Financial Corp | 9,094 | $575.0K | 0.00% | +10.0% | Added |
| Brookstone Capital Management | 8,972 | $574.0K | 0.01% | −320−3.4% | Reduced |
| Mutual of America Capital Management LLC | 9,053 | $573.0K | 0.01% | +1,289+16.6% | Added |
| Hanson & Doremus Investment Management | 9,011 | $570.0K | 0.14% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8,667 | $548.0K | 0.23% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,606 | $545.0K | 0.00% | −2,474−22.3% | Reduced |
| Jane Street Group, LLC | 8,349 | $528.0K | 0.00% | +704+9.2% | Added |
| Fifth Third Bancorp | 8,270 | $523.0K | 0.00% | −1,002−10.8% | Reduced |
| Resources Management Corp | 8,250 | $522.0K | 0.08% | 00.0% | Unchanged |
| Change Path, LLC | 7,846 | $496.0K | 0.03% | −346−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 7,631 | $483.0K | 0.00% | +12+0.2% | Added |
| American Century Companies Inc | 7,547 | $478.0K | 0.00% | +404+5.7% | Added |
| Burns J W & Co Inc | 7,407 | $469.0K | 0.09% | +30.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,847 | $433.0K | 0.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $432.0K | 0.19% | 00.0% | Unchanged |
| Minerva Advisors LLC | 6,618 | $419.0K | 0.30% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,468 | $409.0K | 0.00% | −129−2.0% | Reduced |
| Trust Co of Vermont | 6,377 | $404.0K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 6,213 | $393.0K | 0.00% | +6,213 | New |
| Los Angeles Capital Management LLC | 6,104 | $386.0K | 0.00% | −159−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 5,964 | $377.0K | 0.00% | +52+0.9% | Added |
| Everence Capital Management Inc | 5,920 | $375.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 5,640 | $357.0K | 0.00% | +98+1.8% | Added |
| Lipe & Dalton | 5,617 | $355.0K | 0.21% | 00.0% | Unchanged |
| Diversified Trust Co | 5,475 | $346.0K | 0.01% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $344.9K | 0.35% | 00.0% | Unchanged |
| James Investment Research Inc | 5,412 | $342.0K | 0.05% | +2,003+58.8% | Added |
| Quantbot Technologies LP | 5,353 | $338.0K | 0.03% | +5,353 | New |
| Citizens & Northern Corp | 5,216 | $330.0K | 0.14% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 5,189 | $328.0K | 0.25% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,976 | $315.0K | 0.02% | +436+9.6% | Added |
| Lido Advisors, LLC | 4,970 | $314.0K | 0.01% | +4,970 | New |
| Howland Capital Management LLC | 4,650 | $296.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,640 | $293.0K | 0.01% | −410−8.1% | Reduced |
| Gyon Technologies Capital Management, LP | 4,629 | $293.0K | 0.08% | +4,629 | New |
| Peoples Financial Services Corp. | 4,600 | $291.0K | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,553 | $288.0K | 0.02% | −1,535−25.2% | Reduced |
| KBC Group NV | 4,401 | $278.0K | 0.00% | +4,401 | New |
| Baird Financial Group, Inc. | 4,254 | $269.0K | 0.00% | +9+0.2% | Added |
| Ameritas Investment Partners, Inc. | 4,105 | $259.0K | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,058 | $257.0K | 0.06% | 00.0% | Unchanged |
| STRS Ohio | 4,000 | $253.0K | 0.00% | −200−4.8% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $253.0K | 0.06% | 00.0% | Unchanged |
| One Day In July LLC | 4,000 | $253.0K | 0.06% | +4,000 | New |
| Macquarie Group Ltd | 3,780 | $240.0K | 0.00% | −2,321−38.0% | Reduced |
| Tower Research Capital LLC (TRC) | 3,790 | $240.0K | 0.01% | +2,678+240.8% | Added |
| CIBC Asset Management Inc | 3,766 | $238.0K | 0.00% | −117−3.0% | Reduced |
| Mackenzie Financial Corp | 3,730 | $236.0K | 0.00% | +702+23.2% | Added |
| Northwestern Mutual Wealth Management Co | 3,590 | $227.0K | 0.00% | +1,800+100.6% | Added |
| Pictet Asset Management SA | 3,492 | $221.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 3,471 | $220.0K | 0.01% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3,337 | $211.0K | 0.03% | −41−1.2% | Reduced |
| Hilton Capital Management, LLC | 3,254 | $206.0K | 0.03% | +3,254 | New |
| UBS Group AG | 3,229 | $204.0K | 0.00% | −47,162−93.6% | Reduced |
| Metropolitan Life Insurance Co | 3,191 | $201.9K | 0.01% | −178−5.3% | Reduced |
| Ethic Inc. | 3,167 | $200.0K | 0.01% | +3,167 | New |
| Captrust Financial Advisors | 2,965 | $189.0K | 0.00% | −128−4.1% | Reduced |
| US Asset Management LLC | 2,412 | $153.0K | 0.17% | +53+2.2% | Added |
| Zullo Investment Group, Inc. | 2,394 | $151.0K | 0.09% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,644 | $104.0K | 0.01% | +1,644 | New |
| Public Employees Retirement System of Ohio | 1,452 | $92.0K | 0.00% | +48+3.4% | Added |
| American Portfolios Advisors | 1,453 | $91.9K | 0.00% | +82+6.0% | Added |
| Rockbridge Investment Management, LCC | 1,442 | $91.3K | 0.02% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,366 | $86.0K | 0.00% | +1,366 | New |
| Sutton Wealth Advisors Inc. | 1,195 | $75.6K | 0.03% | −5−0.4% | Reduced |
| US Bancorp | 1,179 | $75.0K | 0.00% | −49−4.0% | Reduced |
| M&R Capital Management Inc | 1,000 | $63.0K | 0.02% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $51.0K | 0.02% | +800 | New |
| Center for Financial Planning, Inc. | 780 | $49.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $45.0K | 0.00% | 00.0% | Unchanged |