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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, 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.

Institutional holdersQ3 2022: 249 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 heldQ3 2022: $2.35B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2022.

Institutions holding CBU in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Baystate Wealth Management LLC18,304$1.10M0.11%+122+0.7%Added
Los Angeles Capital Management LLC18,204$1.09M0.01%+12,100+198.2%Added
UBS Group AG18,024$1.08M0.00%+14,795+458.2%Added
Alliance Wealth Advisors, LLC17,855$1.07M1.00%00.0%Unchanged
Oregon Public Employees Retirement Fund17,833$1.07M0.02%+186+1.1%Added
LPL Financial LLC17,480$1.05M0.00%+10.0%Added
Envestnet Asset Management Inc17,434$1.05M0.00%+419+2.5%Added
Laurus Investment Counsel Inc.12,070$994.0K0.36%00.0%Unchanged
Teacher Retirement System of Texas16,310$980.0K0.01%+7,704+89.5%Added
Teachers Retirement System of the State of Kentucky16,166$971.0K0.01%+16,166New
Dynamic Technology Lab Private Ltd15,600$937.0K0.09%+15,600New
Royal Bank of Canada15,190$912.0K0.00%−2,573−14.5%Reduced
Schonfeld Strategic Advisors LLC14,743$885.0K0.01%−5,020−25.4%Reduced
Arizona State Retirement System14,650$880.0K0.01%+49+0.3%Added
Raymond James & Associates14,244$856.0K0.00%+74+0.5%Added
Versor Investments LP13,904$835.0K0.05%+13,904New
D. E. Shaw & Co., Inc.13,727$825.0K0.00%−23,606−63.2%Reduced
Cambridge Investment Research Advisors, Inc.13,464$809.0K0.00%+5,833+76.4%Added
Empire Life Investments Inc.13,281$798.0K0.06%+147+1.1%Added
Bank of Montreal12,121$791.0K0.00%+61+0.5%Added
Lido Advisors, LLC13,181$791.0K0.02%+8,211+165.2%Added
Ensign Peak Advisors, Inc13,067$785.0K0.00%00.0%Unchanged
Alberta Investment Management Corp13,056$784.0K0.01%00.0%Unchanged
Advisors Asset Management, Inc.12,989$780.0K0.02%−4,106−24.0%Reduced
Hamel Associates, Inc.12,625$759.0K0.30%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd12,064$724.8K0.07%+12,064New
Victory Capital Management Inc11,804$709.0K0.00%−475−3.9%Reduced
Rafferty Asset Management, LLC11,637$699.0K0.01%−2,433−17.3%Reduced
Natixis Advisors, L.P.11,151$670.0K0.00%+765+7.4%Added
AlphaCrest Capital Management LLC11,088$666.0K0.04%−1,478−11.8%Reduced
Stifel Financial Corp11,069$665.0K0.00%+1,975+21.7%Added
Strategic Financial Services, Inc,11,032$663.0K0.06%00.0%Unchanged
Meridian Wealth Partners, LLC10,883$654.0K0.16%00.0%Unchanged
Janus Henderson Group PLC10,884$654.0K0.00%+19+0.2%Added
Mutual of America Capital Management LLC10,690$642.0K0.01%+1,637+18.1%Added
HSBC Holdings PLC10,218$622.0K0.00%+10,218New
DekaBank Deutsche Girozentrale10,078$612.0K0.00%+10,078New
Aquatic Capital Management LLC9,700$583.0K0.06%+8,900+1,112.5%Added
The PNC Financial Services Group, Inc.9,629$578.0K0.00%−46−0.5%Reduced
NBT Bank N A9,482$569.0K0.09%00.0%Unchanged
Handelsbanken Fonder AB8,716$524.0K0.00%−1,800−17.1%Reduced
Tower Research Capital LLC (TRC)8,711$524.0K0.01%+4,921+129.8%Added
Occudo Quantitative Strategies LP8,629$518.0K0.04%−16,741−66.0%Reduced
Hanson & Doremus Investment Management8,556$514.0K0.13%−455−5.0%Reduced
Fifth Third Bancorp8,314$500.0K0.00%+44+0.5%Added
American Century Companies Inc8,316$500.0K0.00%+769+10.2%Added
Resources Management Corp8,250$496.0K0.09%00.0%Unchanged
SG Americas Securities, LLC7,891$474.0K0.01%−3,938−33.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)7,797$468.0K0.00%+950+13.9%Added
Riggs Asset Managment Co. Inc.7,653$460.0K0.18%−1,014−11.7%Reduced
Burns J W & Co Inc7,410$445.0K0.09%+30.0%Added
Prudential PLC7,150$430.0K0.01%+7,150New
Cornell Pochily Investment Advisors, Inc.6,834$411.0K0.20%00.0%Unchanged
Change Path, LLC6,730$404.0K0.02%−1,116−14.2%Reduced
Minerva Advisors LLC6,618$398.0K0.30%00.0%Unchanged
Trust Co of Vermont6,497$391.0K0.03%+120+1.9%Added
Advisor Group Holdings, Inc.6,441$388.0K0.00%+477+8.0%Added
Mercer Global Advisors Inc6,418$386.0K0.00%−50−0.8%Reduced
Verition Fund Management LLC6,324$380.0K0.01%+6,324New
Brookstone Capital Management6,080$371.0K0.01%−2,892−32.2%Reduced
Everence Capital Management Inc5,920$356.0K0.03%00.0%Unchanged
SEI Investments Co5,722$344.0K0.00%−491−7.9%Reduced
Creative Planning5,695$342.0K0.00%+55+1.0%Added
MQS Management LLC5,691$342.0K0.22%+5,691New
Lipe & Dalton5,617$337.0K0.21%00.0%Unchanged
PDT Partners, LLC5,539$333.0K0.05%+5,539New
Diversified Trust Co5,478$329.0K0.01%+3+0.1%Added
Socha Financial Group, LLC5,450$327.4K0.28%00.0%Unchanged
James Investment Research Inc5,412$325.0K0.05%00.0%Unchanged
Citizens & Northern Corp5,216$313.0K0.15%00.0%Unchanged
Carl P. Sherr & Co., LLC5,189$312.0K0.25%00.0%Unchanged
Quadrature Capital Ltd5,127$308.0K0.01%+5,127New
Moody National Bank Trust Division4,975$299.0K0.03%+4,975New
Hennion & Walsh Asset Management, Inc.4,824$290.0K0.02%−152−3.1%Reduced
Crossmark Global Holdings, Inc.4,723$283.0K0.01%+83+1.8%Added
Howland Capital Management LLC4,650$281.0K0.02%00.0%Unchanged
Peoples Financial Services Corp.4,600$276.0K0.14%00.0%Unchanged
Campbell & CO Investment Adviser LLC4,565$274.0K0.06%+4,565New
KBC Group NV4,401$264.0K0.00%00.0%Unchanged
Ethic Inc.4,391$264.0K0.02%+1,224+38.6%Added
Engineers Gate Manager LP4,337$261.0K0.02%+4,337New
Baird Financial Group, Inc.4,247$255.0K0.00%−7−0.2%Reduced
Profund Advisors LLC4,128$248.0K0.02%−425−9.3%Reduced
Ameritas Investment Partners, Inc.4,105$246.0K0.01%00.0%Unchanged
Harbor Advisors LLC4,058$244.0K0.07%00.0%Unchanged
MidWestOne Financial Group, Inc.4,000$240.0K0.06%00.0%Unchanged
One Day In July LLC4,000$240.0K0.06%00.0%Unchanged
O'Shaughnessy Asset Management, LLC3,931$236.0K0.00%+3,931New
STRS Ohio3,800$228.0K0.00%−200−5.0%Reduced
CIBC Asset Management Inc3,766$226.0K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,590$216.0K0.00%00.0%Unchanged
Pictet Asset Management SA3,492$210.0K0.00%00.0%Unchanged
Mackenzie Financial Corp3,485$209.0K0.00%−245−6.6%Reduced
CWM Advisors, LLC3,444$207.0K0.03%+107+3.2%Added
Shelton Capital Management3,367$202.0K0.01%−104−3.0%Reduced
Metropolitan Life Insurance Co3,191$191.7K0.01%00.0%Unchanged
Quantbot Technologies LP3,042$182.0K0.01%−2,311−43.2%Reduced
Zullo Investment Group, Inc.2,394$144.0K0.09%00.0%Unchanged
Rockefeller Capital Management L.P.1,965$118.0K0.00%+1,715+686.0%Added
Public Employees Retirement System of Ohio1,501$90.0K0.00%+49+3.4%Added