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, Q4 2024
Institutional positions in Community Financial System, Inc. as of Dec 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
- 254
- +1 vs. Q3 2024
- Shares held
- 38.5M
- +1.06M (+2.8%) vs. Q3 2024
- Total value
- $2.38B
- +$202.1M (+9.3%) vs. Q3 2024
- New holders
- 33
- 93 more added
- Sold out
- 32
- 76 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $62 | 0.00% | −26,711−100.0% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $62 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $62 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2 | $123 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $185 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 7 | $432 | 0.00% | −1−12.5% | Reduced |
| Huntington National Bank | 7 | $432 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $432 | 0.00% | +2+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $494 | 0.00% | −1−11.1% | Reduced |
| SJS Investment Consulting Inc. | 10 | $617 | 0.00% | −2−16.7% | Reduced |
| SBI Securities Co., Ltd. | 15 | $925 | 0.00% | +15 | New |
| Parkside Financial Bank & Trust | 16 | $987 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 20 | $1.00K | 0.00% | −359−94.7% | Reduced |
| Private Wealth Management Group, LLC | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 36 | $2.22K | 0.00% | +36 | New |
| Farmers & Merchants Investments Inc | 38 | $2.34K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $3.70K | 0.00% | +15+33.3% | Added |
| SRS Capital Advisors, Inc. | 69 | $4.26K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 71 | $4.38K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 78 | $4.81K | 0.00% | −21−21.2% | Reduced |
| Covestor Ltd | 76 | $5.00K | 0.00% | −63−45.3% | Reduced |
| Addison Advisors LLC | 90 | $5.55K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $5.61K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 101 | $6.00K | 0.00% | +18+21.7% | Added |
| GAMMA Investing LLC | 121 | $7.46K | 0.00% | +101+505.0% | Added |
| Umb Bank N A | 129 | $7.96K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 136 | $8.39K | 0.01% | +136 | New |
| Harbor Capital Advisors, Inc. | 197 | $12.0K | 0.00% | +22+12.6% | Added |
| Bessemer Group Inc | 193 | $12.0K | 0.00% | +66+52.0% | Added |
| Danske Bank A/S | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 222 | $13.7K | 0.00% | +62+38.8% | Added |
| Smithfield Trust Co | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 331 | $20.4K | 0.00% | +277+513.0% | Added |
| Proequities, Inc. | 366 | $23.7K | 0.00% | +38+11.6% | Added |
| Nomura Asset Management Co Ltd | 390 | $24.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 417 | $25.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 439 | $27.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 469 | $28.9K | 0.01% | +4+0.9% | Added |
| Versant Capital Management, Inc | 478 | $29.5K | 0.01% | +238+99.2% | Added |
| Ogorek Anthony Joseph | 556 | $34.0K | 0.01% | +4+0.7% | Added |
| Public Employees Retirement System of Ohio | 665 | $41.0K | 0.00% | −43−6.1% | Reduced |
| CWM, LLC | 738 | $46.0K | 0.00% | +56+8.2% | Added |
| Center for Financial Planning, Inc. | 780 | $48.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 800 | $49.3K | 0.00% | −41−4.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 929 | $57.3K | 0.02% | +7+0.8% | Added |
| US Bancorp | 1,081 | $66.7K | 0.00% | +158+17.1% | Added |
| NBT Bank N A | 1,202 | $74.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,203 | $74.5K | 0.01% | +702+140.1% | Added |
| Abound Wealth Management | 1,222 | $75.4K | 0.02% | +10+0.8% | Added |
| Clearstead Advisors, LLC | 1,279 | $78.9K | 0.00% | −752−37.0% | Reduced |
| Principal Securities, Inc. | 1,774 | $109.4K | 0.00% | +214+13.7% | Added |
| STRS Ohio | 1,800 | $111.0K | 0.00% | +400+28.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,816 | $112.0K | 0.00% | +12+0.7% | Added |
| Tower Research Capital LLC (TRC) | 1,945 | $120.0K | 0.00% | −5,596−74.2% | Reduced |
| Aquatic Capital Management LLC | 2,022 | $124.7K | 0.00% | +2,022 | New |
| Assetmark, Inc | 2,062 | $127.2K | 0.00% | +2,062 | New |
| Geneos Wealth Management Inc. | 2,285 | $140.9K | 0.00% | +2,285 | New |
| KBC Group NV | 2,335 | $144.0K | 0.00% | +519+28.6% | Added |
| Mackenzie Financial Corp | 3,310 | $204.2K | 0.00% | +3,310 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,325 | $205.1K | 0.14% | +3,325 | New |
| Crossmark Global Holdings, Inc. | 3,361 | $207.0K | 0.00% | +3,361 | New |
| Wealthcare Capital Partners, LLC | 3,374 | $208.1K | 0.11% | +3,374 | New |
| Citizens & Northern Corp | 3,394 | $209.3K | 0.06% | −2,476−42.2% | Reduced |
| Keebeck Alpha, LP | 3,480 | $214.6K | 0.22% | +3,480 | New |
| Park Avenue Securities LLC | 3,660 | $226.0K | 0.00% | +3,660 | New |
| Xponance, Inc. | 3,764 | $232.2K | 0.00% | +3,764 | New |
| Cerity Partners LLC | 3,891 | $233.4K | 0.00% | −1,457−27.2% | Reduced |
| Pathstone Holdings, LLC | 3,868 | $238.9K | 0.00% | +64+1.7% | Added |
| Operose Advisors LLC | 3,925 | $242.1K | 0.08% | 00.0% | Unchanged |
| One Day In July LLC | 3,967 | $244.7K | 0.03% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,000 | $246.7K | 0.03% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 4,014 | $247.6K | 0.06% | −6,190−60.7% | Reduced |
| Harbor Advisors LLC | 4,058 | $250.3K | 0.04% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,203 | $259.2K | 0.01% | +4,203 | New |
| Burns J W & Co Inc | 4,242 | $261.6K | 0.03% | −37−0.9% | Reduced |
| AE Wealth Management LLC | 4,558 | $281.1K | 0.00% | +4,558 | New |
| Drum Hill Capital, LLC | 4,718 | $291.0K | 0.36% | +4,718 | New |
| State of Wisconsin Investment Board | 4,806 | $296.4K | 0.00% | +568+13.4% | Added |
| Melfa Wealth Management, LLC | 4,825 | $297.6K | 0.20% | 00.0% | Unchanged |
| CIBC World Markets Corp | 4,895 | $301.9K | 0.00% | +4,895 | New |
| Avantax Advisory Services, Inc. | 4,988 | $307.6K | 0.00% | +59+1.2% | Added |
| Peoples Financial Services Corp. | 5,100 | $314.6K | 0.15% | −312−5.8% | Reduced |
| Benjamin Edwards Inc | 5,120 | $316.1K | 0.00% | +544+11.9% | Added |
| Ameritas Investment Partners, Inc. | 5,300 | $326.9K | 0.01% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $336.2K | 0.16% | 00.0% | Unchanged |
| Centiva Capital, LP | 5,526 | $340.8K | 0.01% | −4,303−43.8% | Reduced |
| Marshall Wace, LLP | 5,800 | $357.7K | 0.00% | −7,670−56.9% | Reduced |
| QRG Capital Management, Inc. | 5,834 | $359.8K | 0.00% | −33−0.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 6,111 | $378.4K | 0.10% | +750+14.0% | Added |
| Congress Wealth Management LLC | 6,256 | $385.9K | 0.01% | +6,256 | New |
| Allegheny Financial Group LTD | 6,274 | $387.0K | 0.10% | +135+2.2% | Added |
| CWM Advisors, LLC | 6,499 | $400.9K | 0.04% | −626−8.8% | Reduced |
| Minerva Advisors LLC | 6,618 | $408.1K | 0.24% | 00.0% | Unchanged |
| Trust Co of Vermont | 6,657 | $410.6K | 0.02% | +25+0.4% | Added |