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, Q3 2023
Institutional positions in Community Financial System, Inc. as of Sep 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
- 236
- +15 vs. Q2 2023
- Shares held
- 39.9M
- −1.01M (−2.5%) vs. Q2 2023
- Total value
- $1.69B
- −$229.7M (−12.0%) vs. Q2 2023
- New holders
- 43
- 77 more added
- Sold out
- 28
- 78 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 755 | $32.0K | 0.02% | −658−46.6% | Reduced |
| AdvisorNet Financial, Inc | 708 | $29.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 590 | $25.0K | 0.00% | +45+8.3% | Added |
| Ogorek Anthony Joseph | 530 | $22.0K | 0.01% | +5+1.0% | Added |
| Rise Advisors, LLC | 447 | $18.9K | 0.01% | +4+0.9% | Added |
| St Germain D J Co Inc | 417 | $17.6K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $16.5K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 305 | $12.9K | 0.00% | −2,350−88.5% | Reduced |
| Private Trust Co NA | 300 | $12.7K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 293 | $12.4K | 0.01% | +293 | New |
| Versant Capital Management, Inc | 292 | $12.3K | 0.00% | −6−2.0% | Reduced |
| CWM, LLC | 267 | $11.0K | 0.00% | −86−24.4% | Reduced |
| Smithfield Trust Co | 270 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 203 | $8.57K | 0.00% | −15,012−98.7% | Reduced |
| Central Trust Co | 185 | $7.81K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 140 | $5.97K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 108 | $4.56K | 0.00% | −32−22.9% | Reduced |
| STRS Ohio | 100 | $4.00K | 0.00% | −1,200−92.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 91 | $3.84K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $3.80K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 77 | $3.25K | 0.00% | +47+156.7% | Added |
| Hantz Financial Services, Inc. | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 71 | $3.00K | 0.00% | +71 | New |
| Farmers & Merchants Investments Inc | 38 | $1.60K | 0.00% | −2−5.0% | Reduced |
| Fifth Third Bancorp | 34 | $1.44K | 0.00% | −276−89.0% | Reduced |
| Farther Finance Advisors, LLC | 18 | $760 | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 11 | $465 | 0.00% | +2+22.2% | Added |
| Column Capital Advisors, LLC | 11 | $464 | 0.00% | −1−8.3% | Reduced |
| Tfo-TDC, LLC | 8 | $375 | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $338 | 0.00% | −15−65.2% | Reduced |
| Parkside Financial Bank & Trust | 2 | $85 | 0.00% | −126−98.4% | Reduced |
| Parallel Advisors, LLC | 2 | $84 | 0.00% | −10−83.3% | Reduced |
| Hexagon Capital Partners LLC | 2 | $84 | 0.00% | −2−50.0% | Reduced |
| Global Retirement Partners, LLC | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 21 | $0 | 0.00% | +21 | New |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −297,000−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −25,354−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −19,321−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −15,694−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,832−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −10,241−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −10,044−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −9,669−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −7,109−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,999−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −6,803−100.0% | Sold out |
| Bahl & Gaynor Inc | 0 | $0 | 0.00% | −5,934−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −5,888−100.0% | Sold out |
| Citizens & Northern Corp | 0 | $0 | 0.00% | −5,216−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −5,083−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,881−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Lipe & Dalton | 0 | $0 | 0.00% | −4,664−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −4,566−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,343−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |