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, Q3 2024
Institutional positions in Community Financial System, Inc. as of Sep 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
- 255
- +12 vs. Q2 2024
- Shares held
- 37.4M
- +7.30M (+24.2%) vs. Q2 2024
- Total value
- $2.18B
- +$750.8M (+52.7%) vs. Q2 2024
- New holders
- 35
- 82 more added
- Sold out
- 23
- 88 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $174 | 0.00% | +3 | New |
| Mendota Financial Group, LLC | 3 | $175 | 0.00% | +3 | New |
| Larson Financial Group LLC | 5 | $290 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $406 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 7 | $407 | 0.00% | +7 | New |
| Hexagon Capital Partners LLC | 8 | $465 | 0.00% | −3−27.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $523 | 0.00% | +3+50.0% | Added |
| Allspring Global Investments Holdings, LLC | 12 | $696 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $697 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 16 | $930 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 18 | $1.05K | 0.00% | +18 | New |
| Allworth Financial LP | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 20 | $1.16K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 30 | $1.74K | 0.00% | +1+3.4% | Added |
| Farmers & Merchants Investments Inc | 38 | $2.21K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $2.61K | 0.00% | +30+200.0% | Added |
| Hantz Financial Services, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 54 | $3.14K | 0.00% | +30+125.0% | Added |
| Capital Performance Advisors LLP | 68 | $3.95K | 0.00% | +68 | New |
| SRS Capital Advisors, Inc. | 69 | $4.01K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 71 | $4.12K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 83 | $5.00K | 0.00% | +83 | New |
| Addison Advisors LLC | 90 | $5.23K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $5.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 99 | $5.73K | 0.00% | +6+6.5% | Added |
| Bessemer Group Inc | 127 | $7.00K | 0.00% | +70+122.8% | Added |
| Umb Bank N A | 129 | $7.49K | 0.00% | +60+87.0% | Added |
| Covestor Ltd | 139 | $8.00K | 0.01% | −282−67.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 160 | $9.29K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 175 | $10.0K | 0.00% | +175 | New |
| Central Trust Co | 185 | $10.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $11.6K | 0.00% | +200 | New |
| Versant Capital Management, Inc | 240 | $13.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 328 | $19.2K | 0.00% | +12+3.8% | Added |
| Picton Mahoney Asset Management | 379 | $22.0K | 0.00% | +378+37,800.0% | Added |
| Nomura Asset Management Co Ltd | 390 | $22.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 417 | $24.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 439 | $25.5K | 0.00% | +330+302.8% | Added |
| Rise Advisors, LLC | 465 | $27.0K | 0.01% | +4+0.9% | Added |
| Smartleaf Asset Management LLC | 501 | $28.7K | 0.00% | +104+26.2% | Added |
| Ogorek Anthony Joseph | 552 | $32.0K | 0.01% | +6+1.1% | Added |
| Ronald Blue Trust, Inc. | 841 | $39.7K | 0.00% | +41+5.1% | Added |
| CWM, LLC | 682 | $40.0K | 0.00% | +252+58.6% | Added |
| Public Employees Retirement System of Ohio | 708 | $41.1K | 0.00% | −20−2.7% | Reduced |
| AdvisorNet Financial, Inc | 708 | $41.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $45.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 922 | $53.5K | 0.02% | +9+1.0% | Added |
| US Bancorp | 923 | $53.6K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1,000 | $58.1K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 1,202 | $69.8K | 0.00% | +1,202 | New |
| Abound Wealth Management | 1,212 | $70.4K | 0.02% | +16+1.3% | Added |
| STRS Ohio | 1,400 | $81.3K | 0.00% | +1,400 | New |
| Principal Securities, Inc. | 1,560 | $90.6K | 0.00% | +183+13.3% | Added |
| Catalyst Funds Management Pty Ltd | 1,600 | $92.9K | 0.02% | +700+77.8% | Added |
| Northwestern Mutual Wealth Management Co | 1,804 | $104.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,816 | $105.0K | 0.00% | +347+23.6% | Added |
| Clearstead Advisors, LLC | 2,031 | $117.9K | 0.00% | +31+1.6% | Added |
| SG Americas Securities, LLC | 2,040 | $118.0K | 0.00% | −1,001−32.9% | Reduced |
| Stone House Investment Management, LLC | 2,360 | $137.0K | 0.03% | +797+51.0% | Added |
| Nomura Holdings Inc | 3,676 | $213.5K | 0.00% | +3,676 | New |
| Capula Management Ltd | 3,703 | $215.0K | 0.00% | +3,703 | New |
| Pathstone Holdings, LLC | 3,804 | $221.3K | 0.00% | +3,804 | New |
| Operose Advisors LLC | 3,925 | $227.9K | 0.07% | 00.0% | Unchanged |
| One Day In July LLC | 3,967 | $230.4K | 0.03% | +3,967 | New |
| MidWestOne Financial Group, Inc. | 4,000 | $232.3K | 0.03% | +4,000 | New |
| EntryPoint Capital, LLC | 4,042 | $234.7K | 0.13% | −1,750−30.2% | Reduced |
| Harbor Advisors LLC | 4,058 | $235.6K | 0.04% | +4,058 | New |
| State of Wisconsin Investment Board | 4,238 | $246.1K | 0.00% | −310−6.8% | Reduced |
| Burns J W & Co Inc | 4,279 | $248.5K | 0.03% | −765−15.2% | Reduced |
| Lipe & Dalton | 4,309 | $250.0K | 0.13% | 00.0% | Unchanged |
| Bailard, Inc. | 4,500 | $261.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,576 | $265.9K | 0.00% | +1,140+33.2% | Added |
| Melfa Wealth Management, LLC | 4,825 | $280.2K | 0.18% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 4,929 | $286.2K | 0.00% | +8+0.2% | Added |
| CIBC Asset Management Inc | 5,135 | $298.2K | 0.00% | −100−1.9% | Reduced |
| Ameritas Investment Partners, Inc. | 5,300 | $307.8K | 0.01% | +174+3.4% | Added |
| Brevan Howard Capital Management LP | 5,327 | $309.3K | 0.01% | −1,629−23.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 5,361 | $311.3K | 0.09% | −17−0.3% | Reduced |
| Cerity Partners LLC | 5,348 | $311.4K | 0.00% | +5,348 | New |
| Peoples Financial Services Corp. | 5,412 | $314.2K | 0.14% | 00.0% | Unchanged |
| Profund Advisors LLC | 5,436 | $315.7K | 0.01% | +377+7.5% | Added |
| Socha Financial Group, LLC | 5,450 | $316.5K | 0.14% | 00.0% | Unchanged |
| LMR Partners LLP | 5,758 | $334.4K | 0.01% | +5,758 | New |
| QRG Capital Management, Inc. | 5,867 | $340.7K | 0.00% | +972+19.9% | Added |
| Citizens & Northern Corp | 5,870 | $340.9K | 0.10% | −2,557−30.3% | Reduced |
| Lazard Asset Management LLC | 5,959 | $346.0K | 0.00% | +4,901+463.2% | Added |
| Engineers Gate Manager LP | 6,127 | $355.8K | 0.01% | +6,127 | New |
| Allegheny Financial Group LTD | 6,139 | $356.5K | 0.09% | −70−1.1% | Reduced |
| Invesco, LLC | 6,321 | $367.1K | 0.15% | −611−8.8% | Reduced |
| Minerva Advisors LLC | 6,618 | $384.0K | 0.22% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,632 | $385.1K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 6,787 | $394.1K | 0.00% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 6,834 | $396.9K | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,103 | $412.4K | 0.00% | +4,417+164.4% | Added |