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, Q1 2024
Institutional positions in Community Financial System, Inc. as of Mar 31, 2024. 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
- 235
- −9 vs. Q4 2023
- Shares held
- 38.1M
- −1.21M (−3.1%) vs. Q4 2023
- Total value
- $1.83B
- −$218.8M (−10.7%) vs. Q4 2023
- New holders
- 19
- 80 more added
- Sold out
- 28
- 91 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1 | $51 | 0.00% | −3−75.0% | Reduced |
| Global Retirement Partners, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $240 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $241 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $433 | 0.00% | +4+80.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $528 | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 11 | $528 | 0.00% | +11 | New |
| Manchester Capital Management LLC | 16 | $769 | 0.00% | −12−42.9% | Reduced |
| Parkside Financial Bank & Trust | 16 | $769 | 0.00% | −2−11.1% | Reduced |
| Private Wealth Management Group, LLC | 18 | $865 | 0.00% | +18 | New |
| Farther Finance Advisors, LLC | 20 | $945 | 0.00% | −5−20.0% | Reduced |
| Umb Bank N A | 20 | $961 | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 21 | $1.01K | 0.00% | +17+425.0% | Added |
| Farmers & Merchants Investments Inc | 38 | $1.82K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 43 | $2.06K | 0.00% | +43 | New |
| Hantz Financial Services, Inc. | 54 | $3.00K | 0.00% | −17−23.9% | Reduced |
| LGT Financial Advisors LLC | 71 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 78 | $4.00K | 0.00% | −12,625−99.4% | Reduced |
| Oakworth Capital, Inc. | 84 | $4.04K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $4.32K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $4.37K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 109 | $5.24K | 0.00% | +29+36.3% | Added |
| EverSource Wealth Advisors, LLC | 125 | $5.40K | 0.00% | +67+115.5% | Added |
| Hazlett, Burt & Watson, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 147 | $7.00K | 0.00% | +44+42.7% | Added |
| Central Trust Co | 185 | $8.89K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 179 | $9.00K | 0.01% | −457−71.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 218 | $10.0K | 0.00% | +2+0.9% | Added |
| CWM, LLC | 230 | $11.0K | 0.00% | −38−14.2% | Reduced |
| Versant Capital Management, Inc | 239 | $11.5K | 0.00% | +23+10.6% | Added |
| Smithfield Trust Co | 270 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 292 | $14.0K | 0.00% | +86+41.7% | Added |
| Private Trust Co NA | 300 | $14.4K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 305 | $14.6K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 310 | $15.0K | 0.00% | +97+45.5% | Added |
| Nomura Asset Management Co Ltd | 390 | $18.7K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 417 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 456 | $21.9K | 0.01% | +4+0.9% | Added |
| Ogorek Anthony Joseph | 541 | $26.0K | 0.01% | +5+0.9% | Added |
| Public Employees Retirement System of Ohio | 689 | $33.1K | 0.00% | +47+7.3% | Added |
| AdvisorNet Financial, Inc | 708 | $34.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 364 | $34.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $37.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 800 | $38.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 984 | $47.3K | 0.00% | −565−36.5% | Reduced |
| First Manhattan Co | 1,000 | $48.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $48.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 1,104 | $53.0K | 0.02% | +404+57.7% | Added |
| Abound Wealth Management | 1,192 | $57.2K | 0.02% | +11+0.9% | Added |
| Principal Securities, Inc. | 1,393 | $66.9K | 0.00% | +1,220+705.2% | Added |
| KBC Group NV | 1,469 | $71.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,481 | $71.1K | 0.00% | −18,655−92.6% | Reduced |
| Tower Research Capital LLC (TRC) | 1,536 | $73.8K | 0.00% | −7,034−82.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,804 | $86.7K | 0.00% | +6+0.3% | Added |
| Benjamin Edwards Inc | 2,695 | $129.0K | 0.03% | +780+40.7% | Added |
| Metropolitan Life Insurance Co | 2,754 | $132.3K | 0.01% | −327−10.6% | Reduced |
| Operose Advisors LLC | 3,925 | $188.5K | 0.06% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,244 | $203.8K | 0.00% | −6,932−62.0% | Reduced |
| Lipe & Dalton | 4,309 | $207.0K | 0.11% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,365 | $209.7K | 0.01% | −836−16.1% | Reduced |
| AE Wealth Management LLC | 4,389 | $210.8K | 0.00% | +4,389 | New |
| Advisor Group Holdings, Inc. | 4,517 | $216.9K | 0.00% | −4,751−51.3% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,563 | $219.1K | 0.06% | +4,179+1,088.3% | Added |
| QRG Capital Management, Inc. | 4,683 | $224.9K | 0.00% | −344−6.8% | Reduced |
| Howland Capital Management LLC | 4,650 | $225.4K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,825 | $231.7K | 0.17% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,928 | $236.7K | 0.00% | −63−1.3% | Reduced |
| Aquatic Capital Management LLC | 5,000 | $240.2K | 0.01% | +5,000 | New |
| Burns J W & Co Inc | 5,173 | $248.5K | 0.03% | −982−16.0% | Reduced |
| Brookstone Capital Management | 5,200 | $249.8K | 0.00% | −697−11.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 5,378 | $258.3K | 0.08% | −407−7.0% | Reduced |
| Point72 Asset Management, L.P. | 5,400 | $259.4K | 0.00% | +5,400 | New |
| Peoples Financial Services Corp. | 5,412 | $259.9K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,517 | $265.0K | 0.01% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 6,199 | $297.7K | 0.09% | +9+0.1% | Added |
| Hanson & Doremus Investment Management | 6,239 | $300.0K | 0.05% | −833−11.8% | Reduced |
| Aigen Investment Management, LP | 6,427 | $308.7K | 0.07% | −7,401−53.5% | Reduced |
| Fulton Bank, N.A. | 6,476 | $311.0K | 0.01% | +617+10.5% | Added |
| Minerva Advisors LLC | 6,618 | $317.5K | 0.19% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,632 | $318.5K | 0.02% | +4,459+205.2% | Added |
| Quest Partners LLC | 6,737 | $323.6K | 0.06% | −642−8.7% | Reduced |
| Pictet Asset Management Holding SA | 6,787 | $326.0K | 0.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $328.2K | 0.13% | 00.0% | Unchanged |
| Invesco, LLC | 6,942 | $333.4K | 0.14% | +3,472+100.1% | Added |
| Mercer Global Advisors Inc | 7,023 | $337.0K | 0.00% | −154−2.1% | Reduced |
| Sovereign Financial Group, Inc. | 7,294 | $350.3K | 0.09% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,422 | $356.5K | 0.00% | −699−8.6% | Reduced |
| CWM Advisors, LLC | 7,442 | $357.4K | 0.04% | +54+0.7% | Added |
| Advantage Alpha Capital Partners LP | 7,808 | $375.0K | 0.07% | −2,708−25.8% | Reduced |
| CI Private Wealth, LLC | 8,051 | $386.7K | 0.00% | +354+4.6% | Added |
| Carl P. Sherr & Co., LLC | 8,170 | $392.4K | 0.22% | 00.0% | Unchanged |
| Bailard, Inc. | 8,400 | $403.5K | 0.01% | +4,500+115.4% | Added |
| Amundi | 9,621 | $408.7K | 0.00% | +2,678+38.6% | Added |
| Quadrature Capital Ltd | 8,580 | $412.3K | 0.01% | +8,580 | New |
| Fidelity D & D Bancorp Inc | 8,624 | $414.2K | 0.31% | −809−8.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 8,850 | $425.1K | 0.12% | +8,850 | New |
| Mutual of America Capital Management LLC | 9,187 | $441.3K | 0.00% | −157−1.7% | Reduced |
| Resources Management Corp | 9,250 | $444.0K | 0.06% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,535 | $450.3K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,474 | $455.0K | 0.00% | −3,170−25.1% | Reduced |