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, Q1 2025
Institutional positions in Community Financial System, Inc. as of Mar 31, 2025. 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
- 267
- +15 vs. Q4 2024
- Shares held
- 38.8M
- +498.4K (+1.3%) vs. Q4 2024
- Total value
- $2.21B
- −$156.5M (−6.6%) vs. Q4 2024
- New holders
- 39
- 82 more added
- Sold out
- 24
- 92 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $57 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $57 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $57 | 0.00% | +1 | New |
| Larson Financial Group LLC | 5 | $284 | 0.00% | −2−28.6% | Reduced |
| Huntington National Bank | 7 | $398 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $398 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $398 | 0.00% | +4+133.3% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $455 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $569 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 14 | $796 | 0.00% | −1−6.7% | Reduced |
| Stephens Consulting, LLC | 15 | $853 | 0.00% | +15 | New |
| Picton Mahoney Asset Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.02K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $1.48K | 0.00% | +26 | New |
| JFS Wealth Advisors, LLC | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $1.82K | 0.00% | −6−15.8% | Reduced |
| High Note Wealth, LLC | 36 | $2.05K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $2.05K | 0.00% | +20+125.0% | Added |
| SRS Capital Advisors, Inc. | 55 | $3.13K | 0.00% | −14−20.3% | Reduced |
| Quarry LP | 67 | $3.81K | 0.00% | −264−79.8% | Reduced |
| Rothschild Investment LLC | 70 | $3.98K | 0.00% | +10+16.7% | Added |
| Hantz Financial Services, Inc. | 66 | $4.00K | 0.00% | +12+22.2% | Added |
| Addison Advisors LLC | 90 | $5.12K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $5.17K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 110 | $6.00K | 0.00% | +9+8.9% | Added |
| Simplex Trading, LLC | 120 | $6.00K | 0.00% | +120 | New |
| Optiver Holding B.V. | 119 | $6.77K | 0.00% | +119 | New |
| Umb Bank N A | 129 | $7.33K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 140 | $8.00K | 0.00% | −53−27.5% | Reduced |
| Skopos Labs, Inc. | 148 | $8.42K | 0.00% | +148 | New |
| Farther Finance Advisors, LLC | 149 | $8.47K | 0.00% | +71+91.0% | Added |
| Harbor Capital Advisors, Inc. | 152 | $9.00K | 0.00% | −45−22.8% | Reduced |
| Danske Bank A/S | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 270 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 282 | $16.0K | 0.00% | +60+27.0% | Added |
| Fifth Third Bancorp | 300 | $17.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $17.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 314 | $17.9K | 0.00% | +193+159.5% | Added |
| Coldstream Capital Management Inc | 349 | $19.8K | 0.00% | +349 | New |
| Nomura Asset Management Co Ltd | 390 | $22.2K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 417 | $23.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 439 | $25.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 478 | $27.2K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 561 | $31.0K | 0.01% | +5+0.9% | Added |
| Covestor Ltd | 562 | $32.0K | 0.02% | +486+639.5% | Added |
| Public Employees Retirement System of Ohio | 644 | $36.6K | 0.00% | −21−3.2% | Reduced |
| CWM, LLC | 678 | $39.0K | 0.00% | −60−8.1% | Reduced |
| Rise Advisors, LLC | 698 | $39.7K | 0.02% | +229+48.8% | Added |
| Center for Financial Planning, Inc. | 780 | $44.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 800 | $45.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 937 | $53.3K | 0.02% | +8+0.9% | Added |
| Geneos Wealth Management Inc. | 1,000 | $56.9K | 0.00% | −1,285−56.2% | Reduced |
| US Bancorp | 1,123 | $63.9K | 0.00% | +42+3.9% | Added |
| NBT Bank N A | 1,202 | $68.3K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,222 | $69.5K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,239 | $70.5K | 0.00% | −40−3.1% | Reduced |
| Smartleaf Asset Management LLC | 1,283 | $72.8K | 0.01% | +80+6.7% | Added |
| Assetmark, Inc | 1,484 | $84.4K | 0.00% | −578−28.0% | Reduced |
| STRS Ohio | 1,800 | $102.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,810 | $102.9K | 0.00% | −6−0.3% | Reduced |
| Principal Securities, Inc. | 1,774 | $109.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,114 | $120.2K | 0.00% | +169+8.7% | Added |
| New Age Alpha Advisors, LLC | 2,729 | $155.2K | 0.01% | −6,816−71.4% | Reduced |
| KBC Group NV | 2,798 | $159.0K | 0.00% | +463+19.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 3,150 | $179.1K | 0.12% | −175−5.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,570 | $203.0K | 0.00% | +3,570 | New |
| Stone House Investment Management, LLC | 3,598 | $204.6K | 0.04% | +3,598 | New |
| MQS Management LLC | 3,598 | $204.6K | 0.12% | +3,598 | New |
| Jain Global LLC | 3,611 | $205.3K | 0.00% | −3,699−50.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,789 | $215.0K | 0.00% | +3,789 | New |
| Operose Advisors LLC | 3,925 | $223.2K | 0.07% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 3,937 | $223.9K | 0.05% | −6,117−60.8% | Reduced |
| Xponance, Inc. | 3,950 | $224.6K | 0.00% | +186+4.9% | Added |
| AE Wealth Management LLC | 3,949 | $224.6K | 0.00% | −609−13.4% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $227.4K | 0.03% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,058 | $230.7K | 0.04% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 4,100 | $233.1K | 0.00% | −2,800−40.6% | Reduced |
| Burns J W & Co Inc | 4,107 | $233.5K | 0.03% | −135−3.2% | Reduced |
| Profund Advisors LLC | 4,184 | $237.9K | 0.01% | −3,367−44.6% | Reduced |
| Pathway Financial Advisors LLC | 4,196 | $238.6K | 0.04% | +182+4.5% | Added |
| IFG Advisory, LLC | 4,203 | $239.0K | 0.01% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,219 | $239.9K | 0.16% | −606−12.6% | Reduced |
| Park Avenue Securities LLC | 4,320 | $246.0K | 0.00% | +660+18.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,419 | $251.3K | 0.07% | +4,419 | New |
| Point72 (DIFC) Ltd | 4,442 | $252.6K | 0.02% | +4,442 | New |
| Schonfeld Strategic Advisors LLC | 4,509 | $256.4K | 0.00% | +4,509 | New |
| Eisler Capital Management Ltd. | 4,522 | $257.3K | 0.01% | +4,522 | New |
| Drum Hill Capital, LLC | 4,718 | $268.3K | 0.31% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 4,737 | $269.4K | 0.00% | −383−7.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,887 | $277.9K | 0.00% | +4,887 | New |
| HRT Financial LP | 4,960 | $282.0K | 0.00% | +4,960 | New |
| Avantax Advisory Services, Inc. | 4,990 | $283.7K | 0.00% | +20.0% | Added |
| Peoples Financial Services Corp. | 5,100 | $290.0K | 0.14% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,300 | $301.4K | 0.01% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 5,450 | $309.9K | 0.15% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,565 | $316.4K | 0.00% | +759+15.8% | Added |
| Quadrature Capital Ltd | 5,598 | $318.4K | 0.01% | +5,598 | New |