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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 780 | $36.8K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 728 | $34.4K | 0.00% | +39+5.7% | Added |
| AdvisorNet Financial, Inc | 708 | $33.4K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 546 | $25.0K | 0.01% | +5+0.9% | Added |
| Rise Advisors, LLC | 461 | $21.7K | 0.01% | +5+1.1% | Added |
| CWM, LLC | 430 | $20.0K | 0.00% | +200+87.0% | Added |
| Covestor Ltd | 421 | $20.0K | 0.01% | +242+135.2% | Added |
| St Germain D J Co Inc | 417 | $19.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $18.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 397 | $18.1K | 0.00% | +397 | New |
| Federation des caisses Desjardins du Quebec | 380 | $17.9K | 0.00% | +380 | New |
| Proequities, Inc. | 316 | $15.1K | 0.00% | +6+1.9% | Added |
| Private Trust Co NA | 300 | $14.2K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $14.2K | 0.00% | +8+2.7% | Added |
| Smithfield Trust Co | 270 | $13.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 262 | $12.0K | 0.00% | +44+20.2% | Added |
| Versant Capital Management, Inc | 240 | $11.3K | 0.00% | +1+0.4% | Added |
| EverSource Wealth Advisors, LLC | 160 | $9.87K | 0.00% | +35+28.0% | Added |
| Central Trust Co | 185 | $8.73K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 109 | $5.15K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 93 | $4.36K | 0.00% | +73+365.0% | Added |
| Steward Partners Investment Advisory, LLC | 91 | $4.30K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $4.25K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 84 | $3.97K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 71 | $3.35K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 69 | $3.26K | 0.00% | +69 | New |
| Umb Bank N A | 69 | $3.26K | 0.00% | +49+245.0% | Added |
| Bessemer Group Inc | 57 | $3.00K | 0.00% | −21−26.9% | Reduced |
| Hantz Financial Services, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $1.79K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.37K | 0.00% | +8+38.1% | Added |
| Allworth Financial LP | 20 | $1.15K | 0.00% | +20 | New |
| Quarry LP | 24 | $1.13K | 0.00% | +24 | New |
| Private Wealth Management Group, LLC | 18 | $850 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 16 | $756 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15 | $708 | 0.00% | +10+200.0% | Added |
| SJS Investment Consulting Inc. | 12 | $567 | 0.00% | +3+33.3% | Added |
| Hexagon Capital Partners LLC | 11 | $520 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $330 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $284 | 0.00% | +1+20.0% | Added |
| Larson Financial Group LLC | 5 | $236 | 0.00% | +5 | New |
| Global Retirement Partners, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1 | – | – | +1 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −195,311−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −114,201−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −46,671−100.0% | Sold out |
| Waterford Advisors, LLC | 0 | $0 | 0.00% | −44,863−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −28,739−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −23,217−100.0% | Sold out |
| Laurus Investment Counsel Inc. | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −14,959−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,330−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −9,535−100.0% | Sold out |
| Fidelity D & D Bancorp Inc | 0 | $0 | 0.00% | −8,624−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,580−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,737−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −4,389−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −147−100.0% | Sold out |
| GAMMA Investing LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |