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Livermore
Livermore
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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.

Q4 2022 vs. Q3 2022

How the institutions holding Community Financial System, Inc. changed between Q3 2022 and Q4 2022.

All holders in Q4 2022All holders in Q3 2022

13F holders of CBU: Q3 2022 compared with Q4 2022
MeasureQ3 2022Of which not filed for Q4 2022Q4 2022Change
Holders2494254+9
Shares39.1M920.1K38.6M+463.0K (+1.2%)
Value$2.35B$55.3M$2.43B+$142.2M (+6.2%)

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Community Financial System, Inc. at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to CBU in Q4 2022
InstitutionSharesValue% of portfolio
Waterford Advisors, LLC44,863$2.82M1.64%
Jacobs Asset Management, LLC33,119$2.08M1.02%
Wesbanco Bank Inc23,121$1.46M0.06%
Healthcare of Ontario Pension Plan Trust Fund22,000$1.38M0.01%
Allianz Asset Management GmbH17,300$1.09M0.00%
Ausbil Investment Management Ltd16,909$1.09M0.71%
Squarepoint Ops LLC13,366$841.4K0.01%
Wellington Management Group LLP12,188$767.2K0.00%
Ergoteles LLC11,728$738.3K0.03%
Jefferies Financial Group Inc.11,700$736.5K0.01%
Gsa Capital Partners LLP9,192$579.0K0.07%
Acrisure Capital Management, LLC9,049$569.6K0.63%
Jump Financial, LLC7,195$452.9K0.02%
Aigen Investment Management, LP6,457$406.5K0.06%
Melfa Wealth Management, LLC5,172$325.6K0.34%
Fulton Bank, N.A.4,181$263.0K0.01%
HRT Financial LP3,870$243.0K0.00%
Avantax Advisory Services, Inc.3,845$242.0K0.00%
Captrust Financial Advisors3,449$217.1K0.00%
MML Investors Services, LLC3,403$214.0K0.00%
Centiva Capital, LP3,257$205.0K0.02%
Rockbridge Investment Management, LCC3,210$202.1K0.04%
US Asset Management LLC2,390$150.0K0.16%
New Hampshire Trust1,340$84.4K0.02%
Point72 Asset Management, L.P.792$49.9K0.00%
Lazard Asset Management LLC500$31.0K0.00%
Balyasny Asset Management LLC473$29.8K0.00%
MinichMacGregor Wealth Management, LLC388$24.4K0.01%
State of Wyoming217$13.7K0.00%
Benjamin Edwards Inc211$13.0K0.00%
Riverview Trust Co202$13.0K0.01%
Comerica Securities,inc.11$6970.00%
Sofos Investments, Inc.63$1940.00%

Sold out (24)

Institutions that held Community Financial System, Inc. at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of CBU in Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Jane Street Group, LLC18,432$1.11M
Dynamic Technology Lab Private Ltd15,600$937.0K
Y-Intercept (Hong Kong) Ltd12,064$724.8K
Natixis Advisors, L.P.11,151$670.0K
AlphaCrest Capital Management LLC11,088$666.0K
Aquatic Capital Management LLC9,700$583.0K
NBT Bank N A9,482$569.0K
Occudo Quantitative Strategies LP8,629$518.0K
Prudential PLC7,150$430.0K
Verition Fund Management LLC6,324$380.0K
SEI Investments Co5,722$344.0K
MQS Management LLC5,691$342.0K
Quadrature Capital Ltd5,127$308.0K
Campbell & CO Investment Adviser LLC4,565$274.0K
Ethic Inc.4,391$264.0K
Engineers Gate Manager LP4,337$261.0K
Baird Financial Group, Inc.4,247$255.0K
O'Shaughnessy Asset Management, LLC3,931$236.0K
Quantbot Technologies LP3,042$182.0K
Macquarie Group Ltd547$55.0K
Meeder Asset Management Inc72$4.00K
EverSource Wealth Advisors, LLC44$3.00K
Massmutual Trust Co FSB35$2.00K
Capital Advisors, Ltd. LLC5$0

Not filed for Q4 2022 yet (4)

Institutions that held Community Financial System, Inc. at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBU in Q3 2022 that haven't filed for Q4 2022
InstitutionShares, Q3 2022Value, Q3 2022
Eaton Vance Management917,873$55.1M
American Portfolios Advisors1,452$87.2K
Wipfli Financial Advisors LLC,485$29.0K
Strategic Asset Management, LLC300$18.0K