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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.

Q4 2023 vs. Q3 2023

How the institutions holding Community Financial System, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of CBU: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2362245+11
Shares39.9M3239.3M−586.5K (−1.5%)
Value$1.69B$464$2.05B+$362.5M (+21.5%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (35)

Institutions that held Community Financial System, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to CBU in Q4 2023
InstitutionSharesValue% of portfolio
HSBC Holdings PLC278,661$14.6M0.01%
Hilton Capital Management, LLC14,326$746.5K0.08%
Advantage Alpha Capital Partners LP10,516$548.0K0.10%
CI Private Wealth, LLC7,697$401.1K0.00%
Quest Partners LLC7,379$384.5K0.08%
Profund Advisors LLC5,201$271.0K0.01%
Toroso Investments, LLC5,089$265.2K0.01%
QRG Capital Management, Inc.5,027$262.0K0.00%
CIBC Asset Management Inc4,991$260.1K0.00%
Howland Capital Management LLC4,650$244.4K0.01%
Citizens & Northern Corp4,376$228.0K0.08%
Lipe & Dalton4,309$225.0K0.12%
Keebeck Alpha, LP4,101$213.7K0.17%
Harbor Advisors LLC4,058$211.5K0.04%
Steele Capital Management, Inc.4,027$209.8K0.01%
MidWestOne Financial Group, Inc.4,000$208.4K0.04%
One Day In July LLC4,000$208.4K0.03%
Avantax Advisory Services, Inc.3,995$208.2K0.00%
Crossmark Global Holdings, Inc.3,976$207.0K0.00%
Atria Wealth Solutions, Inc.3,962$206.5K0.00%
Bailard, Inc.3,900$203.2K0.01%
Invesco, LLC3,470$180.8K0.08%
Rockbridge Investment Management, LCC3,210$167.3K0.03%
EntryPoint Capital, LLC2,158$112.5K0.11%
First Manhattan Co1,000$52.1K0.00%
TD Private Client Wealth LLC364$37.0K0.00%
Point72 Asia (Singapore) Pte. Ltd.384$20.0K0.00%
Benjamin F. Edwards & Company, Inc.216$11.0K0.00%
Principal Securities, Inc.173$9.02K0.00%
Simplex Trading, LLC147$7.00K0.00%
Capital Advisors, Ltd. LLC103$5.00K0.00%
Oakworth Capital, Inc.84$4.38K0.00%
EverSource Wealth Advisors, LLC58$3.02K0.00%
Manchester Capital Management LLC28$1.46K0.00%
DiNuzzo Private Wealth, Inc.5$2610.00%

Sold out (24)

Institutions that held Community Financial System, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of CBU in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Marshall Wace, LLP90,202$3.81M
Waterford Advisors, LLC44,863$1.89M
Dark Forest Capital Management LP35,288$1.49M
Campbell & CO Investment Adviser LLC34,183$1.44M
Graham Capital Management, L.P.26,595$1.12M
Wesbanco Bank Inc26,568$1.12M
Renaissance Technologies LLC24,408$1.03M
Two Sigma Investments, LP22,977$969.9K
Quantbot Technologies LP20,758$876.2K
Boston Partners69,848$738.4K
Quadrature Capital Ltd17,443$736.3K
Schonfeld Strategic Advisors LLC16,202$683.9K
XTX Topco Ltd14,338$605.2K
Jefferies Financial Group Inc.11,170$471.5K
Aquatic Capital Management LLC10,800$456.0K
Walleye Capital LLC9,724$410.4K
Everence Capital Management Inc9,620$406.0K
Teza Capital Management LLC8,632$364.4K
Point72 Asset Management, L.P.6,376$269.1K
Sciencast Management LP5,582$235.6K
Twinbeech Capital LP5,543$234.0K
Quarry LP293$12.4K
Allspring Global Investments Holdings, LLC203$8.57K
Hexagon Capital Partners LLC2$84

Not filed for Q4 2023 yet (2)

Institutions that held Community Financial System, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBU in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Column Capital Advisors, LLC11$464
Steward Financial Group LLC21$0