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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.

13F holders, Q4 2023

Institutional positions in Community Financial System, Inc. as of Dec 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
+11 vs. Q3 2023
Shares held
39.3M
−586.5K (−1.5%) vs. Q3 2023
Total value
$2.05B
+$362.5M (+21.5%) vs. Q3 2023
New holders
35
84 more added
Sold out
24
83 more reduced

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 245 institutions
Q1 2021: 211 institutionsQ2 2021: 221 institutionsQ3 2021: 237 institutionsQ4 2021: 244 institutionsQ1 2022: 244 institutionsQ2 2022: 240 institutionsQ3 2022: 249 institutionsQ4 2022: 254 institutionsQ1 2023: 245 institutionsQ2 2023: 222 institutionsQ3 2023: 236 institutionsQ4 2023: 245 institutionsQ1 2024: 235 institutionsQ2 2024: 245 institutionsQ3 2024: 255 institutionsQ4 2024: 254 institutionsQ1 2025: 267 institutionsQ2 2025: 259 institutionsQ3 2025: 255 institutionsQ4 2025: 264 institutionsQ1 2026: 265 institutionsQ2 2026: 280 institutions
Value heldQ4 2023: $2.05B
Q1 2021: $2.94BQ2 2021: $2.89BQ3 2021: $2.60BQ4 2021: $2.81BQ1 2022: $2.65BQ2 2022: $2.41BQ3 2022: $2.35BQ4 2022: $2.43BQ1 2023: $2.06BQ2 2023: $1.92BQ3 2023: $1.69BQ4 2023: $2.05BQ1 2024: $1.83BQ2 2024: $1.78BQ3 2024: $2.18BQ4 2024: $2.38BQ1 2025: $2.21BQ2 2025: $2.23BQ3 2025: $2.30BQ4 2025: $2.30BQ1 2026: $2.35BQ2 2026: $2.75B
Institutions holding CBU and their total value by quarter
QuarterHoldersValue
Q2 2026280$2.75B
Q1 2026265$2.35B
Q4 2025264$2.30B
Q3 2025255$2.30B
Q2 2025259$2.23B
Q1 2025267$2.21B
Q4 2024254$2.38B
Q3 2024255$2.18B
Q2 2024245$1.78B
Q1 2024235$1.83B
Q4 2023245$2.05B
Q3 2023236$1.69B
Q2 2023222$1.92B
Q1 2023245$2.06B
Q4 2022254$2.43B
Q3 2022249$2.35B
Q2 2022240$2.41B
Q1 2022244$2.65B
Q4 2021244$2.81B
Q3 2021237$2.60B
Q2 2021221$2.89B
Q1 2021211$2.94B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2023.

Institutions holding CBU in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Amalgamated Bank19,912$1.04M0.01%−878−4.2%Reduced
Maryland State Retirement & Pension System19,403$1.01M0.02%−313−1.6%Reduced
Alliance Wealth Advisors, LLC19,097$995.1K0.66%00.0%Unchanged
LPL Financial LLC18,502$964.2K0.00%−112−0.6%Reduced
Citadel Advisors LLC17,831$929.2K0.00%−120,509−87.1%Reduced
Victory Capital Management Inc17,209$896.8K0.00%−1,787−9.4%Reduced
Teachers Retirement System of the State of Kentucky17,109$892.0K0.01%00.0%Unchanged
BNP Paribas Arbitrage, SA16,421$855.7K0.00%−16,973−50.8%Reduced
HighTower Advisors, LLC16,436$853.0K0.00%−1,032−5.9%Reduced
Oregon Public Employees Retirement Fund15,644$815.2K0.01%−300−1.9%Reduced
State Board of Administration of Florida Retirement System15,208$792.5K0.00%00.0%Unchanged
Pathway Financial Advisors LLC15,131$788.5K0.23%−2,000−11.7%Reduced
Laurus Investment Counsel Inc.11,410$788.0K0.29%−940−7.6%Reduced
Arizona State Retirement System14,963$779.7K0.01%−335−2.2%Reduced
Prelude Capital Management, LLC14,768$769.6K0.07%+7,734+110.0%Added
Hilton Capital Management, LLC14,326$746.5K0.08%+14,326New
Point72 Middle East FZE14,014$730.3K0.05%+3,050+27.8%Added
Aigen Investment Management, LP13,828$720.6K0.13%−5,360−27.9%Reduced
Bank of Montreal13,274$712.8K0.00%+4,095+44.6%Added
Cambridge Investment Research Advisors, Inc.13,249$690.0K0.00%−171−1.3%Reduced
Raymond James & Associates13,222$689.0K0.00%−62−0.5%Reduced
HRT Financial LP12,932$673.0K0.00%−203,848−94.0%Reduced
Massmutual Trust Co FSB12,849$669.6K0.02%−3,200−19.9%Reduced
Bessemer Group Inc12,703$662.0K0.00%+3,160+33.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)12,644$658.9K0.00%+4,129+48.5%Added
SEI Investments Co11,751$612.3K0.00%+484+4.3%Added
Moody National Bank Trust Division11,595$604.2K0.05%+5,727+97.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys11,520$600.3K0.00%−24,266−67.8%Reduced
State of Wisconsin Investment Board11,176$582.4K0.00%+581+5.5%Added
Allianz Asset Management GmbH11,000$573.2K0.00%00.0%Unchanged
Meridian Wealth Partners, LLC10,923$569.2K0.11%+20+0.2%Added
Strategic Financial Services, Inc,10,832$564.5K0.04%00.0%Unchanged
Advantage Alpha Capital Partners LP10,516$548.0K0.10%+10,516New
ProShare Advisors LLC10,005$521.4K0.00%+1,891+23.3%Added
Handelsbanken Fonder AB9,916$517.0K0.00%00.0%Unchanged
MML Investors Services, LLC9,634$502.0K0.00%+3,841+66.3%Added
CIBC Private Wealth Group, LLC9,535$496.9K0.00%00.0%Unchanged
Fidelity D & D Bancorp Inc9,433$491.6K0.38%−916−8.9%Reduced
Mutual of America Capital Management LLC9,344$486.9K0.01%−38−0.4%Reduced
Advisor Group Holdings, Inc.9,268$483.1K0.00%−5,057−35.3%Reduced
Resources Management Corp9,250$482.0K0.07%00.0%Unchanged
Cubist Systematic Strategies, LLC8,661$451.3K0.01%−257,976−96.8%Reduced
Tower Research Capital LLC (TRC)8,570$446.6K0.01%−12,534−59.4%Reduced
Carl P. Sherr & Co., LLC8,170$425.7K0.26%+2,981+57.4%Added
The PNC Financial Services Group, Inc.8,121$423.2K0.00%+1,296+19.0%Added
CI Private Wealth, LLC7,697$401.1K0.00%+7,697New
CWM Advisors, LLC7,388$385.0K0.04%+154+2.1%Added
Quest Partners LLC7,379$384.5K0.08%+7,379New
Sovereign Financial Group, Inc.7,294$380.1K0.12%−20.0%Reduced
Engineers Gate Manager LP7,258$378.2K0.01%+308+4.4%Added
Mercer Global Advisors Inc7,177$374.0K0.00%+52+0.7%Added
Hanson & Doremus Investment Management7,072$369.0K0.07%−408−5.5%Reduced
Cornell Pochily Investment Advisors, Inc.6,834$356.1K0.15%00.0%Unchanged
Pictet Asset Management Holding SA6,787$353.7K0.00%00.0%Unchanged
Amundi6,943$348.5K0.00%+183+2.7%Added
Diversified Trust Co6,645$346.3K0.01%00.0%Unchanged
Minerva Advisors LLC6,618$344.9K0.22%00.0%Unchanged
Allegheny Financial Group LTD6,190$322.5K0.10%+11+0.2%Added
Verition Fund Management LLC6,160$321.0K0.00%−4,312−41.2%Reduced
Burns J W & Co Inc6,155$320.7K0.05%−499−7.5%Reduced
Brookstone Capital Management5,897$307.3K0.01%+17+0.3%Added
Fulton Bank, N.A.5,859$305.3K0.01%+607+11.6%Added
Riggs Asset Managment Co. Inc.5,785$301.5K0.10%00.0%Unchanged
AlphaMark Advisors, LLC5,722$298.0K0.11%+657+13.0%Added
Fox Run Management, L.L.C.5,683$296.1K0.08%−4,015−41.4%Reduced
Ameritas Investment Partners, Inc.5,517$287.5K0.01%+222+4.2%Added
Socha Financial Group, LLC5,450$284.0K0.14%00.0%Unchanged
Peoples Financial Services Corp.5,412$282.0K0.12%00.0%Unchanged
Profund Advisors LLC5,201$271.0K0.01%+5,201New
Cetera Advisor Networks LLC5,146$268.2K0.00%+329+6.8%Added
Toroso Investments, LLC5,089$265.2K0.01%+5,089New
QRG Capital Management, Inc.5,027$262.0K0.00%+5,027New
CIBC Asset Management Inc4,991$260.1K0.00%+4,991New
Melfa Wealth Management, LLC4,825$251.4K0.24%−50−1.0%Reduced
Howland Capital Management LLC4,650$244.4K0.01%+4,650New
Citizens & Northern Corp4,376$228.0K0.08%+4,376New
Lipe & Dalton4,309$225.0K0.12%+4,309New
Keebeck Alpha, LP4,101$213.7K0.17%+4,101New
Harbor Advisors LLC4,058$211.5K0.04%+4,058New
Steele Capital Management, Inc.4,027$209.8K0.01%+4,027New
MidWestOne Financial Group, Inc.4,000$208.4K0.04%+4,000New
One Day In July LLC4,000$208.4K0.03%+4,000New
Avantax Advisory Services, Inc.3,995$208.2K0.00%+3,995New
Crossmark Global Holdings, Inc.3,976$207.0K0.00%+3,976New
Atria Wealth Solutions, Inc.3,962$206.5K0.00%+3,962New
Operose Advisors LLC3,925$204.5K0.08%00.0%Unchanged
Bailard, Inc.3,900$203.2K0.01%+3,900New
Invesco, LLC3,470$180.8K0.08%+3,470New
Rockbridge Investment Management, LCC3,210$167.3K0.03%+3,210New
Metropolitan Life Insurance Co3,081$160.6K0.01%00.0%Unchanged
Baystate Wealth Management LLC2,890$150.6K0.01%+30+1.0%Added
FMR LLC2,864$149.3K0.00%+1,078+60.4%Added
Trust Co of Vermont2,173$113.2K0.01%−4,204−65.9%Reduced
EntryPoint Capital, LLC2,158$112.5K0.11%+2,158New
Benjamin Edwards Inc1,915$100.0K0.02%−574−23.1%Reduced
Northwestern Mutual Wealth Management Co1,798$93.7K0.00%+8+0.4%Added
US Bancorp1,549$80.7K0.00%+494+46.8%Added
KBC Group NV1,469$77.0K0.00%00.0%Unchanged
Abound Wealth Management1,181$61.6K0.02%+12+1.0%Added
M&R Capital Management Inc1,000$52.1K0.01%00.0%Unchanged