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, Q2 2024
Institutional positions in Community Financial System, Inc. as of Jun 30, 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
- 245
- +11 vs. Q1 2024
- Shares held
- 37.7M
- −351.6K (−0.9%) vs. Q1 2024
- Total value
- $1.78B
- −$48.1M (−2.6%) vs. Q1 2024
- New holders
- 36
- 83 more added
- Sold out
- 25
- 76 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $236 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $284 | 0.00% | +1+20.0% | Added |
| Huntington National Bank | 7 | $330 | 0.00% | +7 | New |
| Hexagon Capital Partners LLC | 11 | $520 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $567 | 0.00% | +3+33.3% | Added |
| Rothschild Investment LLC | 15 | $708 | 0.00% | +10+200.0% | Added |
| Parkside Financial Bank & Trust | 16 | $756 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $850 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 24 | $1.13K | 0.00% | +24 | New |
| Allworth Financial LP | 20 | $1.15K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 29 | $1.37K | 0.00% | +8+38.1% | Added |
| Farmers & Merchants Investments Inc | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 57 | $3.00K | 0.00% | −21−26.9% | Reduced |
| Hantz Financial Services, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 69 | $3.26K | 0.00% | +49+245.0% | Added |
| SRS Capital Advisors, Inc. | 69 | $3.26K | 0.00% | +69 | New |
| LGT Financial Advisors LLC | 71 | $3.35K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 84 | $3.97K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $4.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $4.30K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 93 | $4.36K | 0.00% | +73+365.0% | Added |
| Quadrant Capital Group LLC | 109 | $5.15K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 185 | $8.73K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 160 | $9.87K | 0.00% | +35+28.0% | Added |
| Versant Capital Management, Inc | 240 | $11.3K | 0.00% | +1+0.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 262 | $12.0K | 0.00% | +44+20.2% | Added |
| Smithfield Trust Co | 270 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $14.2K | 0.00% | +8+2.7% | Added |
| Proequities, Inc. | 316 | $15.1K | 0.00% | +6+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 380 | $17.9K | 0.00% | +380 | New |
| Smartleaf Asset Management LLC | 397 | $18.1K | 0.00% | +397 | New |
| Nomura Asset Management Co Ltd | 390 | $18.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 417 | $19.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 430 | $20.0K | 0.00% | +200+87.0% | Added |
| Covestor Ltd | 421 | $20.0K | 0.01% | +242+135.2% | Added |
| Rise Advisors, LLC | 461 | $21.7K | 0.01% | +5+1.1% | Added |
| Ogorek Anthony Joseph | 546 | $25.0K | 0.01% | +5+0.9% | Added |
| AdvisorNet Financial, Inc | 708 | $33.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 728 | $34.4K | 0.00% | +39+5.7% | Added |
| Center for Financial Planning, Inc. | 780 | $36.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 800 | $38.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 900 | $42.5K | 0.01% | −7,950−89.8% | Reduced |
| Brown, Lisle/Cummings, Inc. | 913 | $43.1K | 0.01% | −191−17.3% | Reduced |
| US Bancorp | 923 | $43.6K | 0.00% | −61−6.2% | Reduced |
| M&R Capital Management Inc | 1,000 | $47.2K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,058 | $49.0K | 0.00% | +1,058 | New |
| Abound Wealth Management | 1,196 | $56.5K | 0.02% | +4+0.3% | Added |
| Principal Securities, Inc. | 1,377 | $65.0K | 0.00% | −16−1.1% | Reduced |
| KBC Group NV | 1,469 | $69.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,563 | $73.8K | 0.02% | +1,258+412.5% | Added |
| Point72 (DIFC) Ltd | 1,609 | $75.9K | 0.01% | +1,609 | New |
| Northwestern Mutual Wealth Management Co | 1,804 | $85.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,000 | $94.4K | 0.00% | +2,000 | New |
| Advisor Group Holdings, Inc. | 2,686 | $126.8K | 0.00% | −1,831−40.5% | Reduced |
| SG Americas Securities, LLC | 3,041 | $144.0K | 0.00% | −9,101−75.0% | Reduced |
| Benjamin Edwards Inc | 3,436 | $162.0K | 0.03% | +741+27.5% | Added |
| Operose Advisors LLC | 3,925 | $185.3K | 0.07% | 00.0% | Unchanged |
| Lipe & Dalton | 4,309 | $203.0K | 0.11% | 00.0% | Unchanged |
| Bailard, Inc. | 4,500 | $212.4K | 0.01% | −3,900−46.4% | Reduced |
| IFG Advisory, LLC | 4,500 | $212.4K | 0.01% | +4,500 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,534 | $214.0K | 0.04% | −29−0.6% | Reduced |
| State of Wisconsin Investment Board | 4,548 | $214.7K | 0.00% | +304+7.2% | Added |
| Howland Capital Management LLC | 4,550 | $216.9K | 0.01% | −100−2.2% | Reduced |
| Melfa Wealth Management, LLC | 4,825 | $227.8K | 0.16% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,851 | $229.0K | 0.02% | −6,711−58.0% | Reduced |
| Dark Forest Capital Management LP | 4,886 | $230.7K | 0.04% | +4,886 | New |
| QRG Capital Management, Inc. | 4,895 | $231.1K | 0.00% | +212+4.5% | Added |
| Avantax Advisory Services, Inc. | 4,921 | $232.3K | 0.00% | +4,921 | New |
| Burns J W & Co Inc | 5,044 | $238.1K | 0.03% | −129−2.5% | Reduced |
| Profund Advisors LLC | 5,059 | $238.8K | 0.01% | +694+15.9% | Added |
| Ameritas Investment Partners, Inc. | 5,126 | $242.0K | 0.01% | −391−7.1% | Reduced |
| Ausbil Investment Management Ltd | 5,137 | $242.5K | 0.11% | +5,137 | New |
| CIBC Asset Management Inc | 5,235 | $247.1K | 0.00% | +307+6.2% | Added |
| Riggs Asset Managment Co. Inc. | 5,378 | $253.9K | 0.08% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 5,412 | $255.4K | 0.12% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $257.3K | 0.12% | −7,600−58.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 5,456 | $257.6K | 0.06% | +5,456 | New |
| Hanson & Doremus Investment Management | 5,577 | $263.0K | 0.04% | −662−10.6% | Reduced |
| EntryPoint Capital, LLC | 5,792 | $273.4K | 0.13% | +5,792 | New |
| Atria Investments LLC | 5,834 | $275.4K | 0.00% | +5,834 | New |
| Squarepoint Ops LLC | 5,944 | $280.6K | 0.00% | −13,125−68.8% | Reduced |
| Aigen Investment Management, LP | 6,058 | $286.0K | 0.06% | −369−5.7% | Reduced |
| Allegheny Financial Group LTD | 6,209 | $293.1K | 0.08% | +10+0.2% | Added |
| Keebeck Alpha, LP | 6,340 | $299.3K | 0.22% | +6,340 | New |
| Minerva Advisors LLC | 6,618 | $312.2K | 0.21% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,632 | $313.1K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,787 | $320.4K | 0.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $322.6K | 0.12% | 00.0% | Unchanged |
| Invesco, LLC | 6,932 | $327.3K | 0.14% | −10−0.1% | Reduced |
| Brevan Howard Capital Management LP | 6,956 | $328.4K | 0.02% | +6,956 | New |
| Advantage Alpha Capital Partners LP | 7,066 | $333.6K | 0.07% | −742−9.5% | Reduced |
| Sovereign Financial Group, Inc. | 7,294 | $344.4K | 0.09% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 7,376 | $348.2K | 0.01% | +900+13.9% | Added |
| CWM Advisors, LLC | 7,484 | $353.3K | 0.04% | +42+0.6% | Added |
| HSBC Holdings PLC | 7,599 | $356.4K | 0.00% | −46,555−86.0% | Reduced |
| The PNC Financial Services Group, Inc. | 7,680 | $362.6K | 0.00% | +258+3.5% | Added |