Skip to main content

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.

Q1 2023 vs. Q4 2022

How the institutions holding Community Financial System, Inc. changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of CBU: Q4 2022 compared with Q1 2023
MeasureQ4 2022Of which not filed for Q1 2023Q1 2023Change
Holders2542245−7
Shares38.6M58.7K39.2M+648.9K (+1.7%)
Value$2.43B$3.69M$2.06B−$367.9M (−15.1%)

2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Community Financial System, Inc. at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to CBU in Q1 2023
InstitutionSharesValue% of portfolio
Marshall Wace, LLP49,777$2.61M0.01%
Canandaigua National Bank & Trust Co37,467$1.97M0.33%
Jane Street Group, LLC13,017$683.3K0.00%
Quadrature Capital Ltd12,473$654.1K0.02%
Exchange Traded Concepts, LLC10,577$555.2K0.02%
XTX Topco Ltd8,614$452.1K0.09%
Fidelity D & D Bancorp Inc8,624$414.2K0.31%
SEI Investments Co7,459$391.5K0.00%
Amundi7,454$368.5K0.00%
CI Private Wealth, LLC4,506$236.5K0.00%
Axq Capital, LP4,400$231.0K0.09%
Walleye Capital LLC4,150$217.8K0.00%
JustInvest LLC4,013$210.6K0.01%
Hilton Capital Management, LLC3,341$210.3K0.03%
Stone House Investment Management, LLC2,655$139.4K0.05%
Dark Forest Capital Management LP1,639$86.0K0.02%
Ronald Blue Trust, Inc.805$51.0K0.00%
Boston Partners69,364$45.7K0.00%
Quantbot Technologies LP461$24.2K0.00%
Belpointe Asset Management LLC330$17.3K0.00%
Quarry LP92$4.83K0.00%
Bessemer Group Inc69$4.00K0.00%
Massmutual Trust Co FSB65$3.41K0.00%
Brown Brothers Harriman & Co54$2.83K0.00%
Glassman Wealth Services17$8920.00%
Cerity Partners LLC443––

Sold out (33)

Institutions that held Community Financial System, Inc. at the end of Q4 2022 and filed for Q1 2023 without it.

Not filed for Q1 2023 yet (2)

Institutions that held Community Financial System, Inc. at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBU in Q4 2022 that haven't filed for Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Comerica Bank31,803$2.00M
Canandaigua National Corp26,855$1.69M