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, Q1 2023
Institutional positions in Community Financial System, Inc. as of Mar 31, 2023. 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
- 245
- −7 vs. Q4 2022
- Shares held
- 39.2M
- +648.9K (+1.7%) vs. Q4 2022
- Total value
- $2.06B
- −$367.9M (−15.1%) vs. Q4 2022
- New holders
- 26
- 87 more added
- Sold out
- 33
- 82 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1 | $50 | 0.00% | −25−96.2% | Reduced |
| Hexagon Capital Partners LLC | 5 | $262 | 0.00% | −1−16.7% | Reduced |
| IMA Wealth, Inc. | 5 | $263 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $315 | 0.00% | −5−45.5% | Reduced |
| Disciplined Investments, LLC | 7 | $367 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $473 | 0.00% | −15−62.5% | Reduced |
| Bell Investment Advisors, Inc | 9 | $473 | 0.00% | +1+12.5% | Added |
| Ellevest, Inc. | 12 | $630 | 0.00% | +1+9.1% | Added |
| Parallel Advisors, LLC | 13 | $690 | 0.00% | −95−88.0% | Reduced |
| Glassman Wealth Services | 17 | $892 | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 19 | $998 | 0.00% | −8−29.6% | Reduced |
| Column Capital Advisors, LLC | 26 | $1.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $2.10K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 54 | $2.83K | 0.00% | +54 | New |
| Proequities, Inc. | 64 | $3.37K | 0.00% | +38+146.2% | Added |
| Massmutual Trust Co FSB | 65 | $3.41K | 0.00% | +65 | New |
| Valley National Advisers Inc | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 69 | $4.00K | 0.00% | +69 | New |
| Addison Advisors LLC | 90 | $4.72K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $4.78K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 92 | $4.83K | 0.00% | +92 | New |
| TCI Wealth Advisors, Inc. | 143 | $7.51K | 0.00% | +140+4,666.7% | Added |
| Parkside Financial Bank & Trust | 147 | $7.72K | 0.00% | +47+47.0% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 185 | $9.71K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 246 | $12.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 298 | $15.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 330 | $17.3K | 0.00% | +330 | New |
| Private Trust Co NA | 331 | $17.4K | 0.00% | −2−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 390 | $20.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 439 | $23.0K | 0.02% | +3+0.7% | Added |
| CWM, LLC | 454 | $24.0K | 0.00% | +75+19.8% | Added |
| Quantbot Technologies LP | 461 | $24.2K | 0.00% | +461 | New |
| Quadrant Capital Group LLC | 463 | $24.3K | 0.00% | −24−4.9% | Reduced |
| Lazard Asset Management LLC | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 500 | $26.2K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 521 | $27.0K | 0.01% | +4+0.8% | Added |
| Public Employees Retirement System of Ohio | 515 | $27.0K | 0.00% | +30+6.2% | Added |
| Benjamin Edwards Inc | 547 | $29.0K | 0.01% | +336+159.2% | Added |
| Covestor Ltd | 689 | $36.0K | 0.03% | +207+42.9% | Added |
| AdvisorNet Financial, Inc | 708 | $37.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $40.9K | 0.01% | 00.0% | Unchanged |
| Boston Partners | 69,364 | $45.7K | 0.00% | +69,364 | New |
| Ronald Blue Trust, Inc. | 805 | $51.0K | 0.00% | +805 | New |
| M&R Capital Management Inc | 1,000 | $52.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 1,141 | $59.9K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 1,156 | $60.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,301 | $68.3K | 0.03% | +768+144.1% | Added |
| New Hampshire Trust | 1,340 | $70.3K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,639 | $86.0K | 0.02% | +1,639 | New |
| Tower Research Capital LLC (TRC) | 2,253 | $118.0K | 0.00% | +1,872+491.3% | Added |
| US Asset Management LLC | 2,359 | $124.0K | 0.13% | −31−1.3% | Reduced |
| STRS Ohio | 2,400 | $125.0K | 0.00% | −800−25.0% | Reduced |
| Fifth Third Bancorp | 2,394 | $125.7K | 0.00% | −911−27.6% | Reduced |
| Stone House Investment Management, LLC | 2,655 | $139.4K | 0.05% | +2,655 | New |
| Metropolitan Life Insurance Co | 2,850 | $149.6K | 0.01% | −527−15.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,590 | $188.4K | 0.00% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,845 | $201.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,965 | $208.1K | 0.00% | −3,656−48.0% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $210.0K | 0.05% | 00.0% | Unchanged |
| One Day In July LLC | 4,000 | $210.0K | 0.04% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 3,341 | $210.3K | 0.03% | +3,341 | New |
| JustInvest LLC | 4,013 | $210.6K | 0.01% | +4,013 | New |
| Harbor Advisors LLC | 4,058 | $213.0K | 0.05% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,150 | $217.8K | 0.00% | +4,150 | New |
| Gsa Capital Partners LLP | 4,144 | $218.0K | 0.02% | −5,048−54.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,273 | $224.3K | 0.01% | 00.0% | Unchanged |
| Axq Capital, LP | 4,400 | $231.0K | 0.09% | +4,400 | New |
| KBC Group NV | 4,401 | $231.0K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 4,419 | $232.0K | 0.01% | +238+5.7% | Added |
| Crossmark Global Holdings, Inc. | 4,416 | $232.0K | 0.01% | −154−3.4% | Reduced |
| CI Private Wealth, LLC | 4,506 | $236.5K | 0.00% | +4,506 | New |
| Peoples Financial Services Corp. | 4,600 | $241.5K | 0.11% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,653 | $244.0K | 0.01% | −94−2.0% | Reduced |
| Versor Investments LP | 4,651 | $244.1K | 0.03% | −600−11.4% | Reduced |
| Lipe & Dalton | 4,664 | $245.0K | 0.14% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,650 | $246.1K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,759 | $249.8K | 0.02% | +1,014+27.1% | Added |
| Melfa Wealth Management, LLC | 4,875 | $255.9K | 0.26% | −297−5.7% | Reduced |
| Carl P. Sherr & Co., LLC | 5,189 | $272.4K | 0.20% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,208 | $273.4K | 0.03% | +1,457+38.8% | Added |
| Citizens & Northern Corp | 5,216 | $273.8K | 0.11% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $286.1K | 0.18% | 00.0% | Unchanged |
| Diversified Trust Co | 5,550 | $291.3K | 0.01% | 00.0% | Unchanged |
| Brookstone Capital Management | 6,080 | $300.6K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 5,808 | $304.9K | 0.00% | +54+0.9% | Added |
| Moody National Bank Trust Division | 5,868 | $308.0K | 0.03% | +1,271+27.6% | Added |
| Change Path, LLC | 5,928 | $311.0K | 0.02% | −392−6.2% | Reduced |
| Teacher Retirement System of Texas | 5,977 | $314.0K | 0.00% | −6,816−53.3% | Reduced |
| Wellington Management Group LLP | 6,256 | $328.4K | 0.00% | −5,932−48.7% | Reduced |
| Trust Co of Vermont | 6,377 | $334.7K | 0.02% | −138−2.1% | Reduced |
| Mercer Global Advisors Inc | 6,446 | $338.0K | 0.00% | −58−0.9% | Reduced |
| Van Eck Associates Corp | 6,526 | $343.0K | 0.00% | +4,823+283.2% | Added |
| Minerva Advisors LLC | 6,618 | $346.7K | 0.25% | 00.0% | Unchanged |
| Pictet Asset Management SA | 6,663 | $349.7K | 0.00% | +779+13.2% | Added |
| Everence Capital Management Inc | 6,810 | $357.0K | 0.03% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $358.7K | 0.15% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 7,016 | $368.3K | 0.00% | −33,232−82.6% | Reduced |