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 |
|---|---|---|---|---|---|
| Algert Global LLC | 19,729 | $1.04M | 0.05% | −33,754−63.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 19,600 | $1.03M | 0.01% | −2,400−10.9% | Reduced |
| Baystate Wealth Management LLC | 18,562 | $974.3K | 0.08% | +129+0.7% | Added |
| LPL Financial LLC | 18,331 | $962.2K | 0.00% | +1,434+8.5% | Added |
| State of Wisconsin Investment Board | 18,268 | $958.9K | 0.00% | +70+0.4% | Added |
| Anchor Capital Advisors LLC | 17,941 | $941.7K | 0.02% | −17−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 17,855 | $937.2K | 0.70% | 00.0% | Unchanged |
| PDT Partners, LLC | 17,664 | $927.2K | 0.13% | +453+2.6% | Added |
| D. E. Shaw & Co., Inc. | 17,492 | $918.2K | 0.00% | −5,813−24.9% | Reduced |
| Oregon Public Employees Retirement Fund | 17,344 | $910.4K | 0.01% | −536−3.0% | Reduced |
| Allianz Asset Management GmbH | 17,100 | $897.6K | 0.00% | −200−1.2% | Reduced |
| Laurus Investment Counsel Inc. | 12,350 | $877.8K | 0.31% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 16,166 | $849.0K | 0.04% | −6,955−30.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,166 | $849.0K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 15,873 | $833.2K | 0.00% | −1,511−8.7% | Reduced |
| Arizona State Retirement System | 15,569 | $817.2K | 0.01% | +408+2.7% | Added |
| Victory Capital Management Inc | 14,803 | $777.0K | 0.00% | −16,163−52.2% | Reduced |
| Bank of Montreal | 12,710 | $769.7K | 0.00% | −11,596−47.7% | Reduced |
| Raymond James & Associates | 13,723 | $720.3K | 0.00% | −121−0.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,632 | $716.0K | 0.00% | +153+1.1% | Added |
| Bahl & Gaynor Inc | 13,213 | $693.5K | 0.00% | −2,100−13.7% | Reduced |
| Jane Street Group, LLC | 13,017 | $683.3K | 0.00% | +13,017 | New |
| Quadrature Capital Ltd | 12,473 | $654.1K | 0.02% | +12,473 | New |
| SG Americas Securities, LLC | 11,809 | $620.0K | 0.01% | +3,891+49.1% | Added |
| Jump Financial, LLC | 11,718 | $615.1K | 0.03% | +4,523+62.9% | Added |
| Stifel Financial Corp | 11,083 | $581.8K | 0.00% | −51−0.5% | Reduced |
| Mutual of America Capital Management LLC | 11,066 | $580.9K | 0.01% | −195−1.7% | Reduced |
| Strategic Financial Services, Inc, | 11,032 | $579.1K | 0.04% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 10,885 | $571.4K | 0.12% | −20.0% | Reduced |
| Exchange Traded Concepts, LLC | 10,577 | $555.2K | 0.02% | +10,577 | New |
| American Century Companies Inc | 10,666 | $552.5K | 0.00% | +755+7.6% | Added |
| The PNC Financial Services Group, Inc. | 9,685 | $508.4K | 0.00% | +54+0.6% | Added |
| Advisor Group Holdings, Inc. | 8,897 | $466.4K | 0.00% | +879+11.0% | Added |
| Handelsbanken Fonder AB | 8,716 | $458.0K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,614 | $452.1K | 0.09% | +8,614 | New |
| Hanson & Doremus Investment Management | 8,086 | $424.0K | 0.09% | −1,296−13.8% | Reduced |
| Fidelity D & D Bancorp Inc | 8,624 | $414.2K | 0.31% | +8,624 | New |
| Centiva Capital, LP | 7,531 | $395.3K | 0.02% | +4,274+131.2% | Added |
| Riggs Asset Managment Co. Inc. | 7,529 | $395.2K | 0.15% | −124−1.6% | Reduced |
| SEI Investments Co | 7,459 | $391.5K | 0.00% | +7,459 | New |
| Burns J W & Co Inc | 7,413 | $389.0K | 0.07% | −10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,143 | $374.9K | 0.00% | +857+13.6% | Added |
| Amundi | 7,454 | $368.5K | 0.00% | +7,454 | New |
| Allspring Global Investments Holdings, LLC | 7,016 | $368.3K | 0.00% | −33,232−82.6% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $358.7K | 0.15% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,810 | $357.0K | 0.03% | 00.0% | Unchanged |
| Pictet Asset Management SA | 6,663 | $349.7K | 0.00% | +779+13.2% | Added |
| Minerva Advisors LLC | 6,618 | $346.7K | 0.25% | 00.0% | Unchanged |
| Van Eck Associates Corp | 6,526 | $343.0K | 0.00% | +4,823+283.2% | Added |
| Mercer Global Advisors Inc | 6,446 | $338.0K | 0.00% | −58−0.9% | Reduced |
| Trust Co of Vermont | 6,377 | $334.7K | 0.02% | −138−2.1% | Reduced |
| Wellington Management Group LLP | 6,256 | $328.4K | 0.00% | −5,932−48.7% | Reduced |
| Teacher Retirement System of Texas | 5,977 | $314.0K | 0.00% | −6,816−53.3% | Reduced |
| Change Path, LLC | 5,928 | $311.0K | 0.02% | −392−6.2% | Reduced |
| Moody National Bank Trust Division | 5,868 | $308.0K | 0.03% | +1,271+27.6% | Added |
| Creative Planning | 5,808 | $304.9K | 0.00% | +54+0.9% | Added |
| Brookstone Capital Management | 6,080 | $300.6K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 5,550 | $291.3K | 0.01% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $286.1K | 0.18% | 00.0% | Unchanged |
| Citizens & Northern Corp | 5,216 | $273.8K | 0.11% | 00.0% | Unchanged |
| CWM Advisors, LLC | 5,208 | $273.4K | 0.03% | +1,457+38.8% | Added |
| Carl P. Sherr & Co., LLC | 5,189 | $272.4K | 0.20% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,875 | $255.9K | 0.26% | −297−5.7% | Reduced |
| Profund Advisors LLC | 4,759 | $249.8K | 0.02% | +1,014+27.1% | Added |
| Howland Capital Management LLC | 4,650 | $246.1K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 4,664 | $245.0K | 0.14% | 00.0% | Unchanged |
| Versor Investments LP | 4,651 | $244.1K | 0.03% | −600−11.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,653 | $244.0K | 0.01% | −94−2.0% | Reduced |
| Peoples Financial Services Corp. | 4,600 | $241.5K | 0.11% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,506 | $236.5K | 0.00% | +4,506 | New |
| Crossmark Global Holdings, Inc. | 4,416 | $232.0K | 0.01% | −154−3.4% | Reduced |
| Fulton Bank, N.A. | 4,419 | $232.0K | 0.01% | +238+5.7% | Added |
| KBC Group NV | 4,401 | $231.0K | 0.00% | 00.0% | Unchanged |
| Axq Capital, LP | 4,400 | $231.0K | 0.09% | +4,400 | New |
| Ameritas Investment Partners, Inc. | 4,273 | $224.3K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,144 | $218.0K | 0.02% | −5,048−54.9% | Reduced |
| Walleye Capital LLC | 4,150 | $217.8K | 0.00% | +4,150 | New |
| Harbor Advisors LLC | 4,058 | $213.0K | 0.05% | 00.0% | Unchanged |
| JustInvest LLC | 4,013 | $210.6K | 0.01% | +4,013 | New |
| Hilton Capital Management, LLC | 3,341 | $210.3K | 0.03% | +3,341 | New |
| 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 |
| Advisors Asset Management, Inc. | 3,965 | $208.1K | 0.00% | −3,656−48.0% | Reduced |
| Avantax Advisory Services, Inc. | 3,845 | $201.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,590 | $188.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,850 | $149.6K | 0.01% | −527−15.6% | Reduced |
| Stone House Investment Management, LLC | 2,655 | $139.4K | 0.05% | +2,655 | New |
| Fifth Third Bancorp | 2,394 | $125.7K | 0.00% | −911−27.6% | Reduced |
| STRS Ohio | 2,400 | $125.0K | 0.00% | −800−25.0% | Reduced |
| US Asset Management LLC | 2,359 | $124.0K | 0.13% | −31−1.3% | Reduced |
| Tower Research Capital LLC (TRC) | 2,253 | $118.0K | 0.00% | +1,872+491.3% | Added |
| Dark Forest Capital Management LP | 1,639 | $86.0K | 0.02% | +1,639 | New |
| New Hampshire Trust | 1,340 | $70.3K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,301 | $68.3K | 0.03% | +768+144.1% | Added |
| US Bancorp | 1,156 | $60.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,141 | $59.9K | 0.03% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $52.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 805 | $51.0K | 0.00% | +805 | New |
| Boston Partners | 69,364 | $45.7K | 0.00% | +69,364 | New |
| Center for Financial Planning, Inc. | 780 | $40.9K | 0.01% | 00.0% | Unchanged |