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.

Q3 2022 vs. Q2 2022

How the institutions holding Community Financial System, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022 All holders in Q2 2022

13F holders of CBU: Q2 2022 compared with Q3 2022
Measure	Q2 2022	Of which not filed for Q3 2022	Q3 2022	Change
Holders	240	3	249	+12
Shares	37.8M	2.70K	39.1M	+1.26M (+3.3%)
Value	$2.41B	$172.0K	$2.35B	−$58.7M (−2.4%)

3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (27)

Institutions that held Community Financial System, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to CBU in Q3 2022
Institution	Shares	Value	% of portfolio
Susquehanna Fundamental Investments, LLC	29,782	$1.79M	0.03%
Qube Research & Technologies Ltd	20,657	$1.24M	0.01%
Teachers Retirement System of the State of Kentucky	16,166	$971.0K	0.01%
Dynamic Technology Lab Private Ltd	15,600	$937.0K	0.09%
Versor Investments LP	13,904	$835.0K	0.05%
Y-Intercept (Hong Kong) Ltd	12,064	$724.8K	0.07%
HSBC Holdings PLC	10,218	$622.0K	0.00%
DekaBank Deutsche Girozentrale	10,078	$612.0K	0.00%
Prudential PLC	7,150	$430.0K	0.01%
Verition Fund Management LLC	6,324	$380.0K	0.01%
MQS Management LLC	5,691	$342.0K	0.22%
PDT Partners, LLC	5,539	$333.0K	0.05%
Quadrature Capital Ltd	5,127	$308.0K	0.01%
Moody National Bank Trust Division	4,975	$299.0K	0.03%
Campbell & CO Investment Adviser LLC	4,565	$274.0K	0.06%
Engineers Gate Manager LP	4,337	$261.0K	0.02%
O'Shaughnessy Asset Management, LLC	3,931	$236.0K	0.00%
Abound Wealth Management	1,133	$68.1K	0.04%
Wipfli Financial Advisors LLC,	485	$29.0K	0.00%
Rise Advisors, LLC	433	$26.0K	0.02%
CWM, LLC	375	$23.0K	0.00%
Farmers & Merchants Investments Inc	36	$2.00K	0.00%
Ellevest, Inc.	38	$2.00K	0.00%
IMA Wealth, Inc.	5	$0	0.00%
Capital Advisors, Ltd. LLC	5	$0	0.00%
Hexagon Capital Partners LLC	5	$0	0.00%
SJS Investment Consulting Inc.	7	$0	0.00%

Sold out (15)

Institutions that held Community Financial System, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of CBU in Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
Richard Bernstein Advisors LLC	49,905	$3.16M
Ergoteles LLC	42,381	$2.68M
Wesbanco Bank Inc	23,121	$1.46M
Squarepoint Ops LLC	13,846	$876.0K
Gyon Technologies Capital Management, LP	4,629	$293.0K
Hilton Capital Management, LLC	3,254	$206.0K
Captrust Financial Advisors	2,965	$189.0K
Point72 Hong Kong Ltd	1,644	$104.0K
Rockbridge Investment Management, LCC	1,442	$91.3K
Cambridge Trust Co	694	$44.0K
Glen Eagle Advisors, LLC	300	$19.0K
Patriot Financial Group Insurance Agency, LLC	192	$12.0K
Manchester Capital Management LLC	10	$1.00K
Sageworth Trust Co of South Dakota	20	$1.00K
Steward Financial Group LLC	24	$1.00K

Not filed for Q3 2022 yet (3)

Institutions that held Community Financial System, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBU in Q2 2022 that haven't filed for Q3 2022
Institution	Shares, Q2 2022	Value, Q2 2022
US Asset Management LLC	2,412	$153.0K
Private Capital Group, LLC	181	$12.0K
Fieldpoint Private Securities, LLC	110	$7.00K