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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 19,008 | $913.0K | 0.00% | −959−4.8% | Reduced |
| Alliance Wealth Advisors, LLC | 18,961 | $910.7K | 0.58% | −136−0.7% | Reduced |
| Royal Bank of Canada | 18,072 | $868.0K | 0.00% | −19,892−52.4% | Reduced |
| Voya Investment Management LLC | 17,347 | $833.2K | 0.00% | −4,063−19.0% | Reduced |
| Toroso Investments, LLC | 17,257 | $828.9K | 0.01% | +12,168+239.1% | Added |
| Teachers Retirement System of the State of Kentucky | 17,109 | $822.0K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 16,914 | $812.0K | 0.01% | −2,998−15.1% | Reduced |
| Maryland State Retirement & Pension System | 19,216 | $805.0K | 0.02% | −187−1.0% | Reduced |
| HighTower Advisors, LLC | 16,444 | $786.0K | 0.00% | +80.0% | Added |
| HRT Financial LP | 16,153 | $775.0K | 0.00% | +3,221+24.9% | Added |
| Laurus Investment Counsel Inc. | 11,410 | $742.4K | 0.26% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 14,959 | $718.5K | 0.01% | +14,959 | New |
| Pathway Financial Advisors LLC | 14,923 | $716.8K | 0.19% | −208−1.4% | Reduced |
| Moody National Bank Trust Division | 14,851 | $713.3K | 0.06% | +3,256+28.1% | Added |
| Arizona State Retirement System | 14,672 | $704.7K | 0.00% | −291−1.9% | Reduced |
| Jane Street Group, LLC | 14,546 | $698.6K | 0.00% | −53,093−78.5% | Reduced |
| Oregon Public Employees Retirement Fund | 14,244 | $684.1K | 0.01% | −1,400−8.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,177 | $633.0K | 0.00% | −72−0.5% | Reduced |
| Socha Financial Group, LLC | 13,050 | $626.8K | 0.27% | +7,600+139.4% | Added |
| Massmutual Trust Co FSB | 12,849 | $617.1K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 12,330 | $592.2K | 0.03% | +12,330 | New |
| SG Americas Securities, LLC | 12,142 | $583.0K | 0.00% | +12,142 | New |
| Entropy Technologies, LP | 11,562 | $555.3K | 0.06% | +11,562 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,516 | $553.1K | 0.00% | −40.0% | Reduced |
| SEI Investments Co | 11,137 | $534.9K | 0.00% | −614−5.2% | Reduced |
| Allianz Asset Management GmbH | 11,000 | $528.3K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 10,923 | $524.6K | 0.09% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,744 | $516.0K | 0.00% | +739+7.4% | Added |
| Cetera Investment Advisers | 10,205 | $490.1K | 0.00% | +10,205 | New |
| MML Investors Services, LLC | 10,127 | $486.0K | 0.00% | +493+5.1% | Added |
| Natixis Advisors, L.P. | 10,034 | $482.0K | 0.00% | +10,034 | New |
| Handelsbanken Fonder AB | 9,916 | $476.0K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 9,879 | $475.2K | 0.00% | −3,395−25.6% | Reduced |
| Strategic Financial Services, Inc, | 9,673 | $464.6K | 0.03% | −1,159−10.7% | Reduced |
| Hamel Associates, Inc. | 9,550 | $458.7K | 0.15% | −39,700−80.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,474 | $455.0K | 0.00% | −3,170−25.1% | Reduced |
| CIBC Private Wealth Group, LLC | 9,535 | $450.3K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 9,250 | $444.0K | 0.06% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 9,187 | $441.3K | 0.00% | −157−1.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 8,850 | $425.1K | 0.12% | +8,850 | New |
| Fidelity D & D Bancorp Inc | 8,624 | $414.2K | 0.31% | −809−8.6% | Reduced |
| Quadrature Capital Ltd | 8,580 | $412.3K | 0.01% | +8,580 | New |
| Amundi | 9,621 | $408.7K | 0.00% | +2,678+38.6% | Added |
| Bailard, Inc. | 8,400 | $403.5K | 0.01% | +4,500+115.4% | Added |
| Carl P. Sherr & Co., LLC | 8,170 | $392.4K | 0.22% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 8,051 | $386.7K | 0.00% | +354+4.6% | Added |
| Advantage Alpha Capital Partners LP | 7,808 | $375.0K | 0.07% | −2,708−25.8% | Reduced |
| CWM Advisors, LLC | 7,442 | $357.4K | 0.04% | +54+0.7% | Added |
| The PNC Financial Services Group, Inc. | 7,422 | $356.5K | 0.00% | −699−8.6% | Reduced |
| Sovereign Financial Group, Inc. | 7,294 | $350.3K | 0.09% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 7,023 | $337.0K | 0.00% | −154−2.1% | Reduced |
| Invesco, LLC | 6,942 | $333.4K | 0.14% | +3,472+100.1% | Added |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $328.2K | 0.13% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,787 | $326.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,737 | $323.6K | 0.06% | −642−8.7% | Reduced |
| Trust Co of Vermont | 6,632 | $318.5K | 0.02% | +4,459+205.2% | Added |
| Minerva Advisors LLC | 6,618 | $317.5K | 0.19% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 6,476 | $311.0K | 0.01% | +617+10.5% | Added |
| Aigen Investment Management, LP | 6,427 | $308.7K | 0.07% | −7,401−53.5% | Reduced |
| Hanson & Doremus Investment Management | 6,239 | $300.0K | 0.05% | −833−11.8% | Reduced |
| Allegheny Financial Group LTD | 6,199 | $297.7K | 0.09% | +9+0.1% | Added |
| Ameritas Investment Partners, Inc. | 5,517 | $265.0K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,412 | $259.9K | 0.11% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 5,400 | $259.4K | 0.00% | +5,400 | New |
| Riggs Asset Managment Co. Inc. | 5,378 | $258.3K | 0.08% | −407−7.0% | Reduced |
| Brookstone Capital Management | 5,200 | $249.8K | 0.00% | −697−11.8% | Reduced |
| Burns J W & Co Inc | 5,173 | $248.5K | 0.03% | −982−16.0% | Reduced |
| Aquatic Capital Management LLC | 5,000 | $240.2K | 0.01% | +5,000 | New |
| CIBC Asset Management Inc | 4,928 | $236.7K | 0.00% | −63−1.3% | Reduced |
| Melfa Wealth Management, LLC | 4,825 | $231.7K | 0.17% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,650 | $225.4K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 4,683 | $224.9K | 0.00% | −344−6.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,563 | $219.1K | 0.06% | +4,179+1,088.3% | Added |
| Advisor Group Holdings, Inc. | 4,517 | $216.9K | 0.00% | −4,751−51.3% | Reduced |
| AE Wealth Management LLC | 4,389 | $210.8K | 0.00% | +4,389 | New |
| Profund Advisors LLC | 4,365 | $209.7K | 0.01% | −836−16.1% | Reduced |
| Lipe & Dalton | 4,309 | $207.0K | 0.11% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,244 | $203.8K | 0.00% | −6,932−62.0% | Reduced |
| Operose Advisors LLC | 3,925 | $188.5K | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,754 | $132.3K | 0.01% | −327−10.6% | Reduced |
| Benjamin Edwards Inc | 2,695 | $129.0K | 0.03% | +780+40.7% | Added |
| Northwestern Mutual Wealth Management Co | 1,804 | $86.7K | 0.00% | +6+0.3% | Added |
| Tower Research Capital LLC (TRC) | 1,536 | $73.8K | 0.00% | −7,034−82.1% | Reduced |
| Qube Research & Technologies Ltd | 1,481 | $71.1K | 0.00% | −18,655−92.6% | Reduced |
| KBC Group NV | 1,469 | $71.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,393 | $66.9K | 0.00% | +1,220+705.2% | Added |
| Abound Wealth Management | 1,192 | $57.2K | 0.02% | +11+0.9% | Added |
| Brown, Lisle/Cummings, Inc. | 1,104 | $53.0K | 0.02% | +404+57.7% | Added |
| 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 |
| US Bancorp | 984 | $47.3K | 0.00% | −565−36.5% | Reduced |
| Ronald Blue Trust, Inc. | 800 | $38.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $37.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 364 | $34.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 708 | $34.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 689 | $33.1K | 0.00% | +47+7.3% | Added |
| Ogorek Anthony Joseph | 541 | $26.0K | 0.01% | +5+0.9% | Added |
| Rise Advisors, LLC | 456 | $21.9K | 0.01% | +4+0.9% | Added |
| St Germain D J Co Inc | 417 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $18.7K | 0.00% | 00.0% | Unchanged |