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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, 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.

Institutional holdersQ4 2022: 254 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 heldQ4 2022: $2.43B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2022.

Institutions holding CBU in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Pathway Financial Advisors LLC20,266$1.28M0.39%−1,324−6.1%Reduced
HighTower Advisors, LLC19,873$1.25M0.00%+10+0.1%Added
Baystate Wealth Management LLC18,433$1.16M0.11%+129+0.7%Added
Lido Advisors, LLC18,302$1.15M0.02%+5,121+38.9%Added
State of Wisconsin Investment Board18,198$1.15M0.00%−3,350−15.5%Reduced
Anchor Capital Advisors LLC17,958$1.13M0.03%−973−5.1%Reduced
Oregon Public Employees Retirement Fund17,880$1.13M0.01%+47+0.3%Added
Alliance Wealth Advisors, LLC17,855$1.12M0.94%00.0%Unchanged
Envestnet Asset Management Inc17,610$1.11M0.00%+176+1.0%Added
Los Angeles Capital Management LLC17,384$1.09M0.01%−820−4.5%Reduced
Allianz Asset Management GmbH17,300$1.09M0.00%+17,300New
Ausbil Investment Management Ltd16,909$1.09M0.71%+16,909New
PDT Partners, LLC17,211$1.08M0.18%+11,672+210.7%Added
LPL Financial LLC16,897$1.06M0.00%−583−3.3%Reduced
Laurus Investment Counsel Inc.12,350$1.05M0.39%+280+2.3%Added
Teachers Retirement System of the State of Kentucky16,166$1.02M0.01%00.0%Unchanged
Bahl & Gaynor Inc15,313$964.0K0.01%−5,115−25.0%Reduced
Arizona State Retirement System15,161$954.4K0.01%+511+3.5%Added
Renaissance Technologies LLC14,403$907.0K0.00%−64,705−81.8%Reduced
Raymond James & Associates13,844$871.5K0.00%−400−2.8%Reduced
Cambridge Investment Research Advisors, Inc.13,479$848.0K0.00%+15+0.1%Added
Squarepoint Ops LLC13,366$841.4K0.01%+13,366New
Empire Life Investments Inc.13,251$834.0K0.06%−30−0.2%Reduced
Ensign Peak Advisors, Inc13,167$828.9K0.00%+100+0.8%Added
Teacher Retirement System of Texas12,793$805.0K0.01%−3,517−21.6%Reduced
Hamel Associates, Inc.12,625$794.7K0.28%00.0%Unchanged
Wellington Management Group LLP12,188$767.2K0.00%+12,188New
Ergoteles LLC11,728$738.3K0.03%+11,728New
Jefferies Financial Group Inc.11,700$736.5K0.01%+11,700New
Rafferty Asset Management, LLC11,606$730.6K0.01%−31−0.3%Reduced
Mutual of America Capital Management LLC11,261$708.9K0.01%+571+5.3%Added
Stifel Financial Corp11,134$700.9K0.00%+65+0.6%Added
Strategic Financial Services, Inc,11,032$694.5K0.06%00.0%Unchanged
Meridian Wealth Partners, LLC10,887$685.3K0.16%+40.0%Added
Janus Henderson Group PLC10,884$684.7K0.00%00.0%Unchanged
Alberta Investment Management Corp10,872$684.4K0.01%−2,184−16.7%Reduced
ExodusPoint Capital Management, LP10,404$655.0K0.01%−21,528−67.4%Reduced
DekaBank Deutsche Girozentrale10,078$635.0K0.00%00.0%Unchanged
American Century Companies Inc9,911$623.9K0.00%+1,595+19.2%Added
The PNC Financial Services Group, Inc.9,631$606.3K0.00%+20.0%Added
Hanson & Doremus Investment Management9,382$591.0K0.13%+826+9.7%Added
Qube Research & Technologies Ltd9,300$585.4K0.00%−11,357−55.0%Reduced
Gsa Capital Partners LLP9,192$579.0K0.07%+9,192New
Acrisure Capital Management, LLC9,049$569.6K0.63%+9,049New
Handelsbanken Fonder AB8,716$549.0K0.00%00.0%Unchanged
Resources Management Corp8,250$519.0K0.08%00.0%Unchanged
Advisor Group Holdings, Inc.8,018$505.4K0.00%+1,577+24.5%Added
SG Americas Securities, LLC7,918$498.0K0.01%+27+0.3%Added
Riggs Asset Managment Co. Inc.7,653$481.8K0.20%00.0%Unchanged
Advisors Asset Management, Inc.7,621$479.7K0.01%−5,368−41.3%Reduced
Burns J W & Co Inc7,414$467.0K0.09%+4+0.1%Added
Jump Financial, LLC7,195$452.9K0.02%+7,195New
Cornell Pochily Investment Advisors, Inc.6,834$430.2K0.19%00.0%Unchanged
Everence Capital Management Inc6,810$429.0K0.04%+890+15.0%Added
Minerva Advisors LLC6,618$416.3K0.31%00.0%Unchanged
Trust Co of Vermont6,515$410.1K0.03%+18+0.3%Added
Mercer Global Advisors Inc6,504$409.0K0.00%+86+1.3%Added
Schonfeld Strategic Advisors LLC6,494$408.8K0.00%−8,249−56.0%Reduced
Aigen Investment Management, LP6,457$406.5K0.06%+6,457New
Change Path, LLC6,320$398.0K0.02%−410−6.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)6,286$395.7K0.00%−1,511−19.4%Reduced
Brookstone Capital Management6,080$388.0K0.01%00.0%Unchanged
Pictet Asset Management SA5,884$370.0K0.00%+2,392+68.5%Added
Creative Planning5,754$362.2K0.00%+59+1.0%Added
Diversified Trust Co5,550$349.0K0.01%+72+1.3%Added
Socha Financial Group, LLC5,450$343.1K0.24%00.0%Unchanged
James Investment Research Inc5,412$341.0K0.05%00.0%Unchanged
Versor Investments LP5,251$330.6K0.03%−8,653−62.2%Reduced
Citizens & Northern Corp5,216$328.3K0.14%00.0%Unchanged
Carl P. Sherr & Co., LLC5,189$326.6K0.25%00.0%Unchanged
Melfa Wealth Management, LLC5,172$325.6K0.34%+5,172New
Hennion & Walsh Asset Management, Inc.4,747$299.0K0.02%−77−1.6%Reduced
Howland Capital Management LLC4,650$294.8K0.02%00.0%Unchanged
Lipe & Dalton4,664$294.0K0.17%−953−17.0%Reduced
Peoples Financial Services Corp.4,600$289.6K0.14%00.0%Unchanged
Moody National Bank Trust Division4,597$289.0K0.03%−378−7.6%Reduced
Crossmark Global Holdings, Inc.4,570$287.0K0.01%−153−3.2%Reduced
KBC Group NV4,401$277.0K0.00%00.0%Unchanged
Fulton Bank, N.A.4,181$263.0K0.01%+4,181New
Ameritas Investment Partners, Inc.4,273$260.1K0.01%+168+4.1%Added
Harbor Advisors LLC4,058$255.5K0.06%00.0%Unchanged
MidWestOne Financial Group, Inc.4,000$251.8K0.06%00.0%Unchanged
One Day In July LLC4,000$251.8K0.05%00.0%Unchanged
HRT Financial LP3,870$243.0K0.00%+3,870New
Avantax Advisory Services, Inc.3,845$242.0K0.00%+3,845New
CWM Advisors, LLC3,751$236.1K0.03%+307+8.9%Added
Profund Advisors LLC3,745$235.7K0.02%−383−9.3%Reduced
Northwestern Mutual Wealth Management Co3,590$226.0K0.00%00.0%Unchanged
CIBC Asset Management Inc3,500$220.3K0.00%−266−7.1%Reduced
Captrust Financial Advisors3,449$217.1K0.00%+3,449New
MML Investors Services, LLC3,403$214.0K0.00%+3,403New
Metropolitan Life Insurance Co3,377$212.6K0.01%+186+5.8%Added
Shelton Capital Management3,367$212.0K0.02%00.0%Unchanged
Mackenzie Financial Corp3,310$208.4K0.00%−175−5.0%Reduced
Fifth Third Bancorp3,305$208.1K0.00%−5,009−60.2%Reduced
Centiva Capital, LP3,257$205.0K0.02%+3,257New
Rockbridge Investment Management, LCC3,210$202.1K0.04%+3,210New
STRS Ohio3,200$201.0K0.00%−600−15.8%Reduced
Zullo Investment Group, Inc.2,394$150.7K0.09%00.0%Unchanged
US Asset Management LLC2,390$150.0K0.16%+2,390New