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, Q3 2022
Institutional positions in Community Financial System, Inc. as of Sep 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
- 249
- +12 vs. Q2 2022
- Shares held
- 39.1M
- +1.26M (+3.3%) vs. Q2 2022
- Total value
- $2.35B
- −$58.7M (−2.4%) vs. Q2 2022
- New holders
- 27
- 92 more added
- Sold out
- 15
- 72 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $0 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Hexagon Capital Partners LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $2.00K | 0.00% | −6−14.6% | Reduced |
| Proequities, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $2.00K | 0.00% | +12+60.0% | Added |
| Farmers & Merchants Investments Inc | 36 | $2.00K | 0.00% | +36 | New |
| Ellevest, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| EverSource Wealth Advisors, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 47 | $3.00K | 0.00% | +5+11.9% | Added |
| Hantz Financial Services, Inc. | 71 | $4.00K | 0.00% | −28−28.3% | Reduced |
| Meeder Asset Management Inc | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 85 | $5.00K | 0.00% | −86−50.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 140 | $8.00K | 0.00% | +10+7.7% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 146 | $9.00K | 0.00% | +15+11.5% | Added |
| Central Trust Co | 185 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 246 | $15.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 245 | $15.0K | 0.00% | +122+99.2% | Added |
| Smithfield Trust Co | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 270 | $16.0K | 0.00% | +190+237.5% | Added |
| Strategic Asset Management, LLC | 300 | $18.0K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 311 | $19.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 375 | $23.0K | 0.00% | +375 | New |
| Nomura Asset Management Co Ltd | 390 | $23.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 433 | $26.0K | 0.02% | +433 | New |
| IFP Advisors, Inc | 230 | $27.0K | 0.00% | +1+0.4% | Added |
| Wipfli Financial Advisors LLC, | 485 | $29.0K | 0.00% | +485 | New |
| Ogorek Anthony Joseph | 513 | $30.0K | 0.01% | +3+0.6% | Added |
| Eagle Bay Advisors LLC | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 500 | $30.0K | 0.01% | +25+5.3% | Added |
| Brown, Lisle/Cummings, Inc. | 529 | $31.8K | 0.02% | +3+0.6% | Added |
| Covestor Ltd | 581 | $35.0K | 0.03% | −1−0.2% | Reduced |
| AdvisorNet Financial, Inc | 708 | $43.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $47.0K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 547 | $55.0K | 0.00% | −3,233−85.5% | Reduced |
| M&R Capital Management Inc | 1,000 | $60.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,133 | $68.1K | 0.04% | +1,133 | New |
| Sutton Wealth Advisors Inc. | 1,204 | $72.3K | 0.03% | +9+0.8% | Added |
| US Bancorp | 1,291 | $77.0K | 0.00% | +112+9.5% | Added |
| American Portfolios Advisors | 1,452 | $87.2K | 0.00% | −1−0.1% | Reduced |
| Public Employees Retirement System of Ohio | 1,501 | $90.0K | 0.00% | +49+3.4% | Added |
| Van Eck Associates Corp | 1,501 | $90.0K | 0.00% | +135+9.9% | Added |
| Rockefeller Capital Management L.P. | 1,965 | $118.0K | 0.00% | +1,715+686.0% | Added |
| Zullo Investment Group, Inc. | 2,394 | $144.0K | 0.09% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,042 | $182.0K | 0.01% | −2,311−43.2% | Reduced |
| Metropolitan Life Insurance Co | 3,191 | $191.7K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 3,367 | $202.0K | 0.01% | −104−3.0% | Reduced |
| CWM Advisors, LLC | 3,444 | $207.0K | 0.03% | +107+3.2% | Added |
| Mackenzie Financial Corp | 3,485 | $209.0K | 0.00% | −245−6.6% | Reduced |
| Pictet Asset Management SA | 3,492 | $210.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,590 | $216.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,766 | $226.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 3,800 | $228.0K | 0.00% | −200−5.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,931 | $236.0K | 0.00% | +3,931 | New |
| MidWestOne Financial Group, Inc. | 4,000 | $240.0K | 0.06% | 00.0% | Unchanged |
| One Day In July LLC | 4,000 | $240.0K | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,058 | $244.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,105 | $246.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,128 | $248.0K | 0.02% | −425−9.3% | Reduced |
| Baird Financial Group, Inc. | 4,247 | $255.0K | 0.00% | −7−0.2% | Reduced |
| Engineers Gate Manager LP | 4,337 | $261.0K | 0.02% | +4,337 | New |
| KBC Group NV | 4,401 | $264.0K | 0.00% | 00.0% | Unchanged |
| Ethic Inc. | 4,391 | $264.0K | 0.02% | +1,224+38.6% | Added |
| Campbell & CO Investment Adviser LLC | 4,565 | $274.0K | 0.06% | +4,565 | New |
| Peoples Financial Services Corp. | 4,600 | $276.0K | 0.14% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,650 | $281.0K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,723 | $283.0K | 0.01% | +83+1.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,824 | $290.0K | 0.02% | −152−3.1% | Reduced |
| Moody National Bank Trust Division | 4,975 | $299.0K | 0.03% | +4,975 | New |
| Quadrature Capital Ltd | 5,127 | $308.0K | 0.01% | +5,127 | New |
| Carl P. Sherr & Co., LLC | 5,189 | $312.0K | 0.25% | 00.0% | Unchanged |
| Citizens & Northern Corp | 5,216 | $313.0K | 0.15% | 00.0% | Unchanged |
| James Investment Research Inc | 5,412 | $325.0K | 0.05% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $327.4K | 0.28% | 00.0% | Unchanged |
| Diversified Trust Co | 5,478 | $329.0K | 0.01% | +3+0.1% | Added |
| PDT Partners, LLC | 5,539 | $333.0K | 0.05% | +5,539 | New |
| Lipe & Dalton | 5,617 | $337.0K | 0.21% | 00.0% | Unchanged |
| Creative Planning | 5,695 | $342.0K | 0.00% | +55+1.0% | Added |
| MQS Management LLC | 5,691 | $342.0K | 0.22% | +5,691 | New |
| SEI Investments Co | 5,722 | $344.0K | 0.00% | −491−7.9% | Reduced |
| Everence Capital Management Inc | 5,920 | $356.0K | 0.03% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,080 | $371.0K | 0.01% | −2,892−32.2% | Reduced |
| Verition Fund Management LLC | 6,324 | $380.0K | 0.01% | +6,324 | New |
| Mercer Global Advisors Inc | 6,418 | $386.0K | 0.00% | −50−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 6,441 | $388.0K | 0.00% | +477+8.0% | Added |
| Trust Co of Vermont | 6,497 | $391.0K | 0.03% | +120+1.9% | Added |
| Minerva Advisors LLC | 6,618 | $398.0K | 0.30% | 00.0% | Unchanged |
| Change Path, LLC | 6,730 | $404.0K | 0.02% | −1,116−14.2% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $411.0K | 0.20% | 00.0% | Unchanged |
| Prudential PLC | 7,150 | $430.0K | 0.01% | +7,150 | New |
| Burns J W & Co Inc | 7,410 | $445.0K | 0.09% | +30.0% | Added |
| Riggs Asset Managment Co. Inc. | 7,653 | $460.0K | 0.18% | −1,014−11.7% | Reduced |