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, Q4 2022
Institutional positions in Community Financial System, Inc. as of Dec 31, 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
- 254
- +9 vs. Q3 2022
- Shares held
- 38.6M
- +463.0K (+1.2%) vs. Q3 2022
- Total value
- $2.43B
- +$142.2M (+6.2%) vs. Q3 2022
- New holders
- 33
- 86 more added
- Sold out
- 24
- 84 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 3 | $189 | 0.00% | −242−98.8% | Reduced |
| Sofos Investments, Inc. | 63 | $194 | 0.00% | +63 | New |
| IMA Wealth, Inc. | 5 | $315 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $378 | 0.00% | +1+20.0% | Added |
| Disciplined Investments, LLC | 7 | $441 | 0.00% | −5−41.7% | Reduced |
| Bell Investment Advisors, Inc | 8 | $504 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 11 | $692 | 0.00% | −27−71.1% | Reduced |
| SJS Investment Consulting Inc. | 11 | $692 | 0.00% | +4+57.1% | Added |
| Comerica Securities,inc. | 11 | $697 | 0.00% | +11 | New |
| Schubert & Co | 24 | $1.51K | 0.00% | −8−25.0% | Reduced |
| Column Capital Advisors, LLC | 26 | $1.64K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 26 | $1.64K | 0.00% | −21−44.7% | Reduced |
| Proequities, Inc. | 26 | $1.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $1.70K | 0.00% | +10+58.8% | Added |
| Farmers & Merchants Investments Inc | 40 | $2.52K | 0.00% | +4+11.1% | Added |
| Hantz Financial Services, Inc. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.67K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $5.73K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $6.29K | 0.00% | −46−31.5% | Reduced |
| Parallel Advisors, LLC | 108 | $6.80K | 0.00% | −32−22.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 185 | $11.6K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 211 | $13.0K | 0.00% | +211 | New |
| Riverview Trust Co | 202 | $13.0K | 0.01% | +202 | New |
| State of Wyoming | 217 | $13.7K | 0.00% | +217 | New |
| Clean Yield Group | 246 | $15.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 298 | $18.8K | 0.01% | −202−40.4% | Reduced |
| Private Trust Co NA | 333 | $21.0K | 0.00% | +22+7.1% | Added |
| Tower Research Capital LLC (TRC) | 381 | $24.0K | 0.00% | −8,330−95.6% | Reduced |
| CWM, LLC | 379 | $24.0K | 0.00% | +4+1.1% | Added |
| MinichMacGregor Wealth Management, LLC | 388 | $24.4K | 0.01% | +388 | New |
| Nomura Asset Management Co Ltd | 390 | $24.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 223 | $27.0K | 0.00% | −7−3.0% | Reduced |
| Rise Advisors, LLC | 436 | $27.5K | 0.02% | +3+0.7% | Added |
| Balyasny Asset Management LLC | 473 | $29.8K | 0.00% | +473 | New |
| Covestor Ltd | 482 | $30.0K | 0.02% | −99−17.0% | Reduced |
| Quadrant Capital Group LLC | 487 | $30.7K | 0.00% | +217+80.4% | Added |
| Public Employees Retirement System of Ohio | 485 | $31.0K | 0.00% | −1,016−67.7% | Reduced |
| Lazard Asset Management LLC | 500 | $31.0K | 0.00% | +500 | New |
| Eagle Bay Advisors LLC | 500 | $31.5K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 517 | $32.0K | 0.01% | +4+0.8% | Added |
| Brown, Lisle/Cummings, Inc. | 533 | $33.6K | 0.02% | +4+0.8% | Added |
| AdvisorNet Financial, Inc | 708 | $44.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $49.1K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 792 | $49.9K | 0.00% | +792 | New |
| M&R Capital Management Inc | 1,000 | $63.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 1,141 | $71.8K | 0.04% | +8+0.7% | Added |
| US Bancorp | 1,156 | $72.8K | 0.00% | −135−10.5% | Reduced |
| Sutton Wealth Advisors Inc. | 1,193 | $75.1K | 0.03% | −11−0.9% | Reduced |
| New Hampshire Trust | 1,340 | $84.4K | 0.02% | +1,340 | New |
| Van Eck Associates Corp | 1,703 | $107.0K | 0.00% | +202+13.5% | Added |
| Rockefeller Capital Management L.P. | 2,022 | $127.0K | 0.00% | +57+2.9% | Added |
| US Asset Management LLC | 2,390 | $150.0K | 0.16% | +2,390 | New |
| Zullo Investment Group, Inc. | 2,394 | $150.7K | 0.09% | 00.0% | Unchanged |
| STRS Ohio | 3,200 | $201.0K | 0.00% | −600−15.8% | Reduced |
| Rockbridge Investment Management, LCC | 3,210 | $202.1K | 0.04% | +3,210 | New |
| Centiva Capital, LP | 3,257 | $205.0K | 0.02% | +3,257 | New |
| Fifth Third Bancorp | 3,305 | $208.1K | 0.00% | −5,009−60.2% | Reduced |
| Mackenzie Financial Corp | 3,310 | $208.4K | 0.00% | −175−5.0% | Reduced |
| Shelton Capital Management | 3,367 | $212.0K | 0.02% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,377 | $212.6K | 0.01% | +186+5.8% | Added |
| MML Investors Services, LLC | 3,403 | $214.0K | 0.00% | +3,403 | New |
| Captrust Financial Advisors | 3,449 | $217.1K | 0.00% | +3,449 | New |
| CIBC Asset Management Inc | 3,500 | $220.3K | 0.00% | −266−7.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,590 | $226.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 3,745 | $235.7K | 0.02% | −383−9.3% | Reduced |
| CWM Advisors, LLC | 3,751 | $236.1K | 0.03% | +307+8.9% | Added |
| Avantax Advisory Services, Inc. | 3,845 | $242.0K | 0.00% | +3,845 | New |
| HRT Financial LP | 3,870 | $243.0K | 0.00% | +3,870 | New |
| MidWestOne Financial Group, Inc. | 4,000 | $251.8K | 0.06% | 00.0% | Unchanged |
| One Day In July LLC | 4,000 | $251.8K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,058 | $255.5K | 0.06% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 4,273 | $260.1K | 0.01% | +168+4.1% | Added |
| Fulton Bank, N.A. | 4,181 | $263.0K | 0.01% | +4,181 | New |
| KBC Group NV | 4,401 | $277.0K | 0.00% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,570 | $287.0K | 0.01% | −153−3.2% | Reduced |
| Moody National Bank Trust Division | 4,597 | $289.0K | 0.03% | −378−7.6% | Reduced |
| Peoples Financial Services Corp. | 4,600 | $289.6K | 0.14% | 00.0% | Unchanged |
| Lipe & Dalton | 4,664 | $294.0K | 0.17% | −953−17.0% | Reduced |
| Howland Capital Management LLC | 4,650 | $294.8K | 0.02% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,747 | $299.0K | 0.02% | −77−1.6% | Reduced |
| Melfa Wealth Management, LLC | 5,172 | $325.6K | 0.34% | +5,172 | New |
| Carl P. Sherr & Co., LLC | 5,189 | $326.6K | 0.25% | 00.0% | Unchanged |
| Citizens & Northern Corp | 5,216 | $328.3K | 0.14% | 00.0% | Unchanged |
| Versor Investments LP | 5,251 | $330.6K | 0.03% | −8,653−62.2% | Reduced |
| James Investment Research Inc | 5,412 | $341.0K | 0.05% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $343.1K | 0.24% | 00.0% | Unchanged |
| Diversified Trust Co | 5,550 | $349.0K | 0.01% | +72+1.3% | Added |
| Creative Planning | 5,754 | $362.2K | 0.00% | +59+1.0% | Added |
| Pictet Asset Management SA | 5,884 | $370.0K | 0.00% | +2,392+68.5% | Added |
| Brookstone Capital Management | 6,080 | $388.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,286 | $395.7K | 0.00% | −1,511−19.4% | Reduced |
| Change Path, LLC | 6,320 | $398.0K | 0.02% | −410−6.1% | Reduced |
| Aigen Investment Management, LP | 6,457 | $406.5K | 0.06% | +6,457 | New |
| Schonfeld Strategic Advisors LLC | 6,494 | $408.8K | 0.00% | −8,249−56.0% | Reduced |
| Mercer Global Advisors Inc | 6,504 | $409.0K | 0.00% | +86+1.3% | Added |
| Trust Co of Vermont | 6,515 | $410.1K | 0.03% | +18+0.3% | Added |
| Minerva Advisors LLC | 6,618 | $416.3K | 0.31% | 00.0% | Unchanged |