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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 2,022 | $127.0K | 0.00% | +57+2.9% | Added |
| Van Eck Associates Corp | 1,703 | $107.0K | 0.00% | +202+13.5% | Added |
| New Hampshire Trust | 1,340 | $84.4K | 0.02% | +1,340 | New |
| Sutton Wealth Advisors Inc. | 1,193 | $75.1K | 0.03% | −11−0.9% | Reduced |
| US Bancorp | 1,156 | $72.8K | 0.00% | −135−10.5% | Reduced |
| Abound Wealth Management | 1,141 | $71.8K | 0.04% | +8+0.7% | Added |
| M&R Capital Management Inc | 1,000 | $63.0K | 0.02% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 792 | $49.9K | 0.00% | +792 | New |
| Center for Financial Planning, Inc. | 780 | $49.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $44.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 533 | $33.6K | 0.02% | +4+0.8% | Added |
| Ogorek Anthony Joseph | 517 | $32.0K | 0.01% | +4+0.8% | Added |
| Eagle Bay Advisors LLC | 500 | $31.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| Quadrant Capital Group LLC | 487 | $30.7K | 0.00% | +217+80.4% | Added |
| Covestor Ltd | 482 | $30.0K | 0.02% | −99−17.0% | Reduced |
| Balyasny Asset Management LLC | 473 | $29.8K | 0.00% | +473 | New |
| Rise Advisors, LLC | 436 | $27.5K | 0.02% | +3+0.7% | Added |
| IFP Advisors, Inc | 223 | $27.0K | 0.00% | −7−3.0% | Reduced |
| Nomura Asset Management Co Ltd | 390 | $24.6K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 388 | $24.4K | 0.01% | +388 | New |
| 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 |
| Private Trust Co NA | 333 | $21.0K | 0.00% | +22+7.1% | Added |
| Versant Capital Management, Inc | 298 | $18.8K | 0.01% | −202−40.4% | Reduced |
| Smithfield Trust Co | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 246 | $15.5K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 217 | $13.7K | 0.00% | +217 | New |
| Benjamin Edwards Inc | 211 | $13.0K | 0.00% | +211 | New |
| Riverview Trust Co | 202 | $13.0K | 0.01% | +202 | New |
| Central Trust Co | 185 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 108 | $6.80K | 0.00% | −32−22.9% | Reduced |
| Parkside Financial Bank & Trust | 100 | $6.29K | 0.00% | −46−31.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 91 | $5.73K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.67K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $2.52K | 0.00% | +4+11.1% | Added |
| JFS Wealth Advisors, LLC | 27 | $1.70K | 0.00% | +10+58.8% | Added |
| Proequities, Inc. | 26 | $1.65K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 26 | $1.64K | 0.00% | −21−44.7% | Reduced |
| Column Capital Advisors, LLC | 26 | $1.64K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 24 | $1.51K | 0.00% | −8−25.0% | Reduced |
| Comerica Securities,inc. | 11 | $697 | 0.00% | +11 | New |
| Ellevest, Inc. | 11 | $692 | 0.00% | −27−71.1% | Reduced |
| SJS Investment Consulting Inc. | 11 | $692 | 0.00% | +4+57.1% | Added |
| Bell Investment Advisors, Inc | 8 | $504 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $441 | 0.00% | −5−41.7% | Reduced |
| Hexagon Capital Partners LLC | 6 | $378 | 0.00% | +1+20.0% | Added |
| IMA Wealth, Inc. | 5 | $315 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 63 | $194 | 0.00% | +63 | New |
| TCI Wealth Advisors, Inc. | 3 | $189 | 0.00% | −242−98.8% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,432−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,064−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,151−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −11,088−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| NBT Bank N A | 0 | $0 | 0.00% | −9,482−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,629−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,324−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −5,722−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,127−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,565−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −4,337−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −4,247−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,931−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |