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, Q2 2023
Institutional positions in Community Financial System, Inc. as of Jun 30, 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
- 222
- −22 vs. Q1 2023
- Shares held
- 40.9M
- +1.69M (+4.3%) vs. Q1 2023
- Total value
- $1.92B
- −$143.8M (−7.0%) vs. Q1 2023
- New holders
- 18
- 77 more added
- Sold out
- 40
- 86 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $188 | 0.00% | −1−20.0% | Reduced |
| Bell Investment Advisors, Inc | 9 | $422 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $422 | 0.00% | +3+50.0% | Added |
| Disciplined Investments, LLC | 10 | $469 | 0.00% | +3+42.9% | Added |
| Column Capital Advisors, LLC | 12 | $563 | 0.00% | −14−53.8% | Reduced |
| Parallel Advisors, LLC | 12 | $575 | 0.00% | −1−7.7% | Reduced |
| JFS Wealth Advisors, LLC | 23 | $1.08K | 0.00% | +4+21.1% | Added |
| Glassman Wealth Services | 30 | $1.41K | 0.00% | +13+76.5% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.88K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $4.22K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $4.27K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 127 | $5.95K | 0.00% | +127 | New |
| Parkside Financial Bank & Trust | 128 | $6.00K | 0.00% | −19−12.9% | Reduced |
| Quadrant Capital Group LLC | 140 | $6.56K | 0.00% | −323−69.8% | Reduced |
| Proequities, Inc. | 140 | $6.60K | 0.00% | +76+118.8% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $7.00K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 185 | $8.67K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 246 | $11.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 298 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $14.1K | 0.00% | −31−9.4% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $14.1K | 0.00% | +300 | New |
| Fifth Third Bancorp | 310 | $14.5K | 0.00% | −2,084−87.1% | Reduced |
| CWM, LLC | 353 | $17.0K | 0.00% | −101−22.2% | Reduced |
| Nomura Asset Management Co Ltd | 390 | $18.3K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 417 | $19.5K | 0.00% | +417 | New |
| Rise Advisors, LLC | 443 | $20.8K | 0.02% | +4+0.9% | Added |
| Eagle Bay Advisors LLC | 500 | $23.4K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 525 | $24.0K | 0.01% | +4+0.8% | Added |
| Public Employees Retirement System of Ohio | 545 | $26.0K | 0.00% | +30+5.8% | Added |
| AdvisorNet Financial, Inc | 708 | $33.2K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $36.6K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 815 | $43.0K | 0.00% | +10+1.2% | Added |
| M&R Capital Management Inc | 1,000 | $46.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,055 | $49.5K | 0.00% | −101−8.7% | Reduced |
| Abound Wealth Management | 1,158 | $54.3K | 0.02% | +17+1.5% | Added |
| Benjamin Edwards Inc | 1,212 | $57.0K | 0.01% | +665+121.6% | Added |
| STRS Ohio | 1,300 | $60.0K | 0.00% | −1,100−45.8% | Reduced |
| Covestor Ltd | 1,413 | $66.0K | 0.05% | +724+105.1% | Added |
| Aquatic Capital Management LLC | 1,700 | $80.0K | 0.00% | +1,700 | New |
| Northwestern Mutual Wealth Management Co | 1,804 | $84.6K | 0.00% | −1,786−49.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,805 | $84.6K | 0.04% | +504+38.7% | Added |
| FMR LLC | 2,053 | $96.2K | 0.00% | −37,081−94.8% | Reduced |
| Point72 Middle East FZE | 2,360 | $110.6K | 0.01% | +2,360 | New |
| Stone House Investment Management, LLC | 2,655 | $124.5K | 0.05% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,929 | $137.3K | 0.01% | +79+2.8% | Added |
| KBC Group NV | 4,049 | $190.0K | 0.00% | −352−8.0% | Reduced |
| Ameritas Investment Partners, Inc. | 4,273 | $200.3K | 0.01% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 4,343 | $203.6K | 0.00% | +4,343 | New |
| Change Path, LLC | 4,398 | $206.0K | 0.01% | −1,530−25.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,566 | $214.0K | 0.01% | −87−1.9% | Reduced |
| Peoples Financial Services Corp. | 4,600 | $215.6K | 0.10% | 00.0% | Unchanged |
| Lipe & Dalton | 4,664 | $219.0K | 0.12% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,650 | $220.0K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,875 | $228.5K | 0.23% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,881 | $228.8K | 0.01% | +122+2.6% | Added |
| Crossmark Global Holdings, Inc. | 4,415 | $233.0K | 0.01% | −10.0% | Reduced |
| MML Investors Services, LLC | 5,065 | $237.0K | 0.00% | +5,065 | New |
| CI Private Wealth, LLC | 5,083 | $238.3K | 0.00% | +577+12.8% | Added |
| Carl P. Sherr & Co., LLC | 5,189 | $243.3K | 0.16% | 00.0% | Unchanged |
| Citizens & Northern Corp | 5,216 | $244.5K | 0.09% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $255.5K | 0.13% | 00.0% | Unchanged |
| Bessemer Group Inc | 5,501 | $258.0K | 0.00% | +5,432+7,872.5% | Added |
| Brookstone Capital Management | 6,080 | $269.5K | 0.01% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 5,868 | $275.1K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 5,888 | $276.0K | 0.00% | +80+1.4% | Added |
| Bahl & Gaynor Inc | 5,934 | $278.2K | 0.00% | −7,279−55.1% | Reduced |
| Diversified Trust Co | 6,200 | $290.7K | 0.01% | +650+11.7% | Added |
| Mercer Global Advisors Inc | 6,304 | $296.0K | 0.00% | −142−2.2% | Reduced |
| Trust Co of Vermont | 6,377 | $299.0K | 0.02% | 00.0% | Unchanged |
| Minerva Advisors LLC | 6,618 | $310.2K | 0.21% | 00.0% | Unchanged |
| CWM Advisors, LLC | 6,670 | $312.7K | 0.04% | +1,462+28.1% | Added |
| Pictet Asset Management SA | 6,787 | $318.2K | 0.00% | +124+1.9% | Added |
| Ethic Inc. | 6,803 | $318.9K | 0.01% | +6,803 | New |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $320.4K | 0.13% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 6,999 | $328.1K | 0.18% | +6,999 | New |
| Amundi | 6,832 | $331.4K | 0.00% | −622−8.3% | Reduced |
| National Asset Management, Inc. | 7,109 | $334.4K | 0.01% | +7,109 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,143 | $334.9K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 6,810 | $337.0K | 0.03% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 7,296 | $342.0K | 0.11% | +7,296 | New |
| Burns J W & Co Inc | 7,322 | $343.0K | 0.05% | −91−1.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 7,429 | $348.3K | 0.12% | −100−1.3% | Reduced |
| Hanson & Doremus Investment Management | 7,696 | $361.0K | 0.08% | −390−4.8% | Reduced |
| Resources Management Corp | 8,250 | $387.0K | 0.06% | +218+2.7% | Added |
| The PNC Financial Services Group, Inc. | 8,331 | $390.6K | 0.00% | −1,354−14.0% | Reduced |
| ProShare Advisors LLC | 8,334 | $390.7K | 0.00% | −156,040−94.9% | Reduced |
| XTX Topco Ltd | 8,708 | $408.2K | 0.07% | +94+1.1% | Added |
| Boston Partners | 69,848 | $412.2K | 0.00% | +484+0.7% | Added |
| Tower Research Capital LLC (TRC) | 8,940 | $419.1K | 0.01% | +6,687+296.8% | Added |
| Advisor Group Holdings, Inc. | 9,211 | $431.3K | 0.00% | +314+3.5% | Added |
| Ausbil Investment Management Ltd | 9,669 | $453.3K | 0.28% | +9,669 | New |
| Handelsbanken Fonder AB | 9,916 | $465.0K | 0.00% | +1,200+13.8% | Added |
| Boothbay Fund Management, LLC | 10,044 | $470.9K | 0.02% | +10,044 | New |
| Exchange Traded Concepts, LLC | 10,241 | $480.1K | 0.01% | −336−3.2% | Reduced |
| SEI Investments Co | 10,249 | $480.5K | 0.00% | +2,790+37.4% | Added |
| Mutual of America Capital Management LLC | 10,495 | $492.0K | 0.01% | −571−5.2% | Reduced |
| Natixis Advisors, L.P. | 10,832 | $508.0K | 0.00% | +10,832 | New |