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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 1,000 | $52.1K | 0.00% | +1,000 | New |
| STRS Ohio | 1,000 | $52.0K | 0.00% | +900+900.0% | Added |
| Center for Financial Planning, Inc. | 780 | $40.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 364 | $37.0K | 0.00% | +364 | New |
| AdvisorNet Financial, Inc | 708 | $36.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 700 | $36.5K | 0.01% | −1,123−61.6% | Reduced |
| Ronald Blue Trust, Inc. | 800 | $34.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 642 | $33.5K | 0.00% | +52+8.8% | Added |
| Covestor Ltd | 636 | $33.0K | 0.02% | −119−15.8% | Reduced |
| Ogorek Anthony Joseph | 536 | $27.0K | 0.01% | +6+1.1% | Added |
| Rise Advisors, LLC | 452 | $23.6K | 0.02% | +5+1.1% | Added |
| St Germain D J Co Inc | 417 | $21.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $20.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 384 | $20.0K | 0.00% | +384 | New |
| Stone House Investment Management, LLC | 305 | $15.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $15.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 268 | $14.0K | 0.00% | +1+0.4% | Added |
| Versant Capital Management, Inc | 216 | $11.3K | 0.00% | −76−26.0% | Reduced |
| Proequities, Inc. | 213 | $11.2K | 0.00% | +73+52.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 216 | $11.0K | 0.00% | +216 | New |
| Fifth Third Bancorp | 206 | $10.7K | 0.00% | +172+505.9% | Added |
| Central Trust Co | 185 | $9.64K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 173 | $9.02K | 0.00% | +173 | New |
| Hazlett, Burt & Watson, Inc. | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 147 | $7.00K | 0.00% | +147 | New |
| Capital Advisors, Ltd. LLC | 103 | $5.00K | 0.00% | +103 | New |
| Steward Partners Investment Advisory, LLC | 91 | $4.74K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $4.69K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 84 | $4.38K | 0.00% | +84 | New |
| Quadrant Capital Group LLC | 80 | $4.17K | 0.00% | −28−25.9% | Reduced |
| Hantz Financial Services, Inc. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 71 | $3.70K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 58 | $3.02K | 0.00% | +58 | New |
| Farmers & Merchants Investments Inc | 38 | $1.98K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 30 | $1.56K | 0.00% | −47−61.0% | Reduced |
| Manchester Capital Management LLC | 28 | $1.46K | 0.00% | +28 | New |
| Farther Finance Advisors, LLC | 25 | $1.30K | 0.00% | +7+38.9% | Added |
| Parkside Financial Bank & Trust | 18 | $938 | 0.00% | +16+800.0% | Added |
| Tfo-TDC, LLC | 8 | $417 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $261 | 0.00% | −6−54.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $261 | 0.00% | +5 | New |
| Parallel Advisors, LLC | 4 | $210 | 0.00% | +2+100.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $209 | 0.00% | −4−50.0% | Reduced |
| Global Retirement Partners, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −90,202−100.0% | Sold out |
| Waterford Advisors, LLC | 0 | $0 | 0.00% | −44,863−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −35,288−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −34,183−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −26,595−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −26,568−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −24,408−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −22,977−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,758−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −69,848−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,443−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −16,202−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,338−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −11,170−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,724−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −9,620−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,632−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −6,376−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,582−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,543−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |