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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1,203 | $74.5K | 0.01% | +702+140.1% | Added |
| NBT Bank N A | 1,202 | $74.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 1,081 | $66.7K | 0.00% | +158+17.1% | Added |
| Brown, Lisle/Cummings, Inc. | 929 | $57.3K | 0.02% | +7+0.8% | Added |
| Ronald Blue Trust, Inc. | 800 | $49.3K | 0.00% | −41−4.9% | Reduced |
| Center for Financial Planning, Inc. | 780 | $48.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 738 | $46.0K | 0.00% | +56+8.2% | Added |
| Public Employees Retirement System of Ohio | 665 | $41.0K | 0.00% | −43−6.1% | Reduced |
| Ogorek Anthony Joseph | 556 | $34.0K | 0.01% | +4+0.7% | Added |
| Versant Capital Management, Inc | 478 | $29.5K | 0.01% | +238+99.2% | Added |
| Rise Advisors, LLC | 469 | $28.9K | 0.01% | +4+0.9% | Added |
| Quadrant Capital Group LLC | 439 | $27.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 417 | $25.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $24.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 366 | $23.7K | 0.00% | +38+11.6% | Added |
| Quarry LP | 331 | $20.4K | 0.00% | +277+513.0% | Added |
| Fifth Third Bancorp | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 222 | $13.7K | 0.00% | +62+38.8% | Added |
| Danske Bank A/S | 200 | $12.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Caitong International Asset Management Co., Ltd | 136 | $8.39K | 0.01% | +136 | New |
| Umb Bank N A | 129 | $7.96K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 121 | $7.46K | 0.00% | +101+505.0% | Added |
| Hemington Wealth Management | 101 | $6.00K | 0.00% | +18+21.7% | Added |
| Steward Partners Investment Advisory, LLC | 91 | $5.61K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.55K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 76 | $5.00K | 0.00% | −63−45.3% | Reduced |
| Farther Finance Advisors, LLC | 78 | $4.81K | 0.00% | −21−21.2% | Reduced |
| LGT Financial Advisors LLC | 71 | $4.38K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 69 | $4.26K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 60 | $3.70K | 0.00% | +15+33.3% | Added |
| Hantz Financial Services, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 38 | $2.34K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 36 | $2.22K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 20 | $1.00K | 0.00% | −359−94.7% | Reduced |
| Parkside Financial Bank & Trust | 16 | $987 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 15 | $925 | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 10 | $617 | 0.00% | −2−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $494 | 0.00% | −1−11.1% | Reduced |
| 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 |
| Global Financial Private Client, LLC | 3 | $185 | 0.00% | +3 | New |
| IFP Advisors, Inc | 2 | $123 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| 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 |
| HRT Financial LP | 0 | $0 | 0.00% | −66,101−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −58,389−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −52,081−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −14,008−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −13,074−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,674−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −8,335−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,176−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,759−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −7,536−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,127−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,959−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −5,758−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,327−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −5,135−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Lipe & Dalton | 0 | $0 | 0.00% | −4,309−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −2,360−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −708−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Hazlett, Burt & Watson, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |