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 |
|---|---|---|---|---|---|
| M&R Capital Management Inc | 1,000 | $58.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 923 | $53.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 922 | $53.5K | 0.02% | +9+1.0% | Added |
| Center for Financial Planning, Inc. | 780 | $45.3K | 0.01% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 682 | $40.0K | 0.00% | +252+58.6% | Added |
| Ronald Blue Trust, Inc. | 841 | $39.7K | 0.00% | +41+5.1% | Added |
| Ogorek Anthony Joseph | 552 | $32.0K | 0.01% | +6+1.1% | Added |
| Smartleaf Asset Management LLC | 501 | $28.7K | 0.00% | +104+26.2% | Added |
| Rise Advisors, LLC | 465 | $27.0K | 0.01% | +4+0.9% | Added |
| Quadrant Capital Group LLC | 439 | $25.5K | 0.00% | +330+302.8% | Added |
| St Germain D J Co Inc | 417 | $24.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $22.6K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 379 | $22.0K | 0.00% | +378+37,800.0% | Added |
| Proequities, Inc. | 328 | $19.2K | 0.00% | +12+3.8% | Added |
| Fifth Third Bancorp | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $17.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 240 | $13.9K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $11.6K | 0.00% | +200 | New |
| Central Trust Co | 185 | $10.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 175 | $10.0K | 0.00% | +175 | New |
| EverSource Wealth Advisors, LLC | 160 | $9.29K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 139 | $8.00K | 0.01% | −282−67.0% | Reduced |
| Umb Bank N A | 129 | $7.49K | 0.00% | +60+87.0% | Added |
| Bessemer Group Inc | 127 | $7.00K | 0.00% | +70+122.8% | Added |
| Farther Finance Advisors, LLC | 99 | $5.73K | 0.00% | +6+6.5% | Added |
| Steward Partners Investment Advisory, LLC | 91 | $5.28K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.23K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 83 | $5.00K | 0.00% | +83 | New |
| LGT Financial Advisors LLC | 71 | $4.12K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 69 | $4.01K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 68 | $3.95K | 0.00% | +68 | New |
| Quarry LP | 54 | $3.14K | 0.00% | +30+125.0% | Added |
| Hantz Financial Services, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $2.61K | 0.00% | +30+200.0% | Added |
| Farmers & Merchants Investments Inc | 38 | $2.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $1.74K | 0.00% | +1+3.4% | Added |
| GAMMA Investing LLC | 20 | $1.16K | 0.00% | +20 | New |
| Allworth Financial LP | 20 | $1.14K | 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 |
| Parkside Financial Bank & Trust | 16 | $930 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $697 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 12 | $696 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $523 | 0.00% | +3+50.0% | Added |
| Hexagon Capital Partners LLC | 8 | $465 | 0.00% | −3−27.3% | Reduced |
| Voisard Asset Management Group, Inc. | 7 | $407 | 0.00% | +7 | New |
| Huntington National Bank | 7 | $406 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5 | $290 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3 | $175 | 0.00% | +3 | New |
| Claris Advisors, LLC | 3 | $174 | 0.00% | +3 | New |
| Global Retirement Partners, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −66,645−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −30,449−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −17,808−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,764−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −13,299−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −12,486−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −11,379−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −10,927−100.0% | Sold out |
| Hamel Associates, Inc. | 0 | $0 | 0.00% | −9,550−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −8,238−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −6,340−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,058−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −5,944−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,886−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −4,851−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,534−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −1,609−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |