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 |
|---|---|---|---|---|---|
| KBC Group NV | 2,798 | $159.0K | 0.00% | +463+19.8% | Added |
| New Age Alpha Advisors, LLC | 2,729 | $155.2K | 0.01% | −6,816−71.4% | Reduced |
| Tower Research Capital LLC (TRC) | 2,114 | $120.2K | 0.00% | +169+8.7% | Added |
| Principal Securities, Inc. | 1,774 | $109.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,810 | $102.9K | 0.00% | −6−0.3% | Reduced |
| STRS Ohio | 1,800 | $102.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,484 | $84.4K | 0.00% | −578−28.0% | Reduced |
| Smartleaf Asset Management LLC | 1,283 | $72.8K | 0.01% | +80+6.7% | Added |
| Clearstead Advisors, LLC | 1,239 | $70.5K | 0.00% | −40−3.1% | Reduced |
| Abound Wealth Management | 1,222 | $69.5K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 1,202 | $68.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,123 | $63.9K | 0.00% | +42+3.9% | Added |
| Geneos Wealth Management Inc. | 1,000 | $56.9K | 0.00% | −1,285−56.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 937 | $53.3K | 0.02% | +8+0.9% | Added |
| Ronald Blue Trust, Inc. | 800 | $45.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 780 | $44.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 698 | $39.7K | 0.02% | +229+48.8% | Added |
| CWM, LLC | 678 | $39.0K | 0.00% | −60−8.1% | Reduced |
| Public Employees Retirement System of Ohio | 644 | $36.6K | 0.00% | −21−3.2% | Reduced |
| Covestor Ltd | 562 | $32.0K | 0.02% | +486+639.5% | Added |
| Ogorek Anthony Joseph | 561 | $31.0K | 0.01% | +5+0.9% | Added |
| Versant Capital Management, Inc | 478 | $27.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 439 | $25.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 417 | $23.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 390 | $22.2K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 349 | $19.8K | 0.00% | +349 | New |
| GAMMA Investing LLC | 314 | $17.9K | 0.00% | +193+159.5% | Added |
| Fifth Third Bancorp | 300 | $17.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $17.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 282 | $16.0K | 0.00% | +60+27.0% | Added |
| Smithfield Trust Co | 270 | $15.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 152 | $9.00K | 0.00% | −45−22.8% | Reduced |
| Farther Finance Advisors, LLC | 149 | $8.47K | 0.00% | +71+91.0% | Added |
| Skopos Labs, Inc. | 148 | $8.42K | 0.00% | +148 | New |
| Bessemer Group Inc | 140 | $8.00K | 0.00% | −53−27.5% | Reduced |
| Umb Bank N A | 129 | $7.33K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 119 | $6.77K | 0.00% | +119 | New |
| Hemington Wealth Management | 110 | $6.00K | 0.00% | +9+8.9% | Added |
| Simplex Trading, LLC | 120 | $6.00K | 0.00% | +120 | New |
| Steward Partners Investment Advisory, LLC | 91 | $5.17K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.12K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 66 | $4.00K | 0.00% | +12+22.2% | Added |
| Rothschild Investment LLC | 70 | $3.98K | 0.00% | +10+16.7% | Added |
| Quarry LP | 67 | $3.81K | 0.00% | −264−79.8% | Reduced |
| SRS Capital Advisors, Inc. | 55 | $3.13K | 0.00% | −14−20.3% | Reduced |
| Parkside Financial Bank & Trust | 36 | $2.05K | 0.00% | +20+125.0% | Added |
| High Note Wealth, LLC | 36 | $2.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $1.82K | 0.00% | −6−15.8% | Reduced |
| JFS Wealth Advisors, LLC | 30 | $1.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $1.48K | 0.00% | +26 | New |
| Allworth Financial LP | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.02K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 15 | $853 | 0.00% | +15 | New |
| SBI Securities Co., Ltd. | 14 | $796 | 0.00% | −1−6.7% | Reduced |
| SJS Investment Consulting Inc. | 10 | $569 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $455 | 0.00% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 5 | $284 | 0.00% | −2−28.6% | Reduced |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −144,817−100.0% | Sold out |
| Waterford Advisors, LLC | 0 | $0 | 0.00% | −44,863−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,072−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,175−100.0% | Sold out |
| Nottingham Advisors, Inc. | 0 | $0 | 0.00% | −11,208−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −8,118−100.0% | Sold out |
| Invesco, LLC | 0 | $0 | 0.00% | −6,763−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,526−100.0% | Sold out |
| One Day In July LLC | 0 | $0 | 0.00% | −3,967−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,891−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |
| Citizens & Northern Corp | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Wealthcare Capital Partners, LLC | 0 | $0 | 0.00% | −3,374−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Capital A Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |