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, Q2 2025
Institutional positions in Community Financial System, Inc. as of Jun 30, 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
- 259
- −8 vs. Q1 2025
- Shares held
- 39.2M
- +435.9K (+1.1%) vs. Q1 2025
- Total value
- $2.23B
- +$24.6M (+1.1%) vs. Q1 2025
- New holders
- 19
- 103 more added
- Sold out
- 27
- 79 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quest Partners LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1 | $64 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 2 | $114 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $171 | 0.00% | +2+200.0% | Added |
| Assetmark, Inc | 4 | $227 | 0.00% | −1,480−99.7% | Reduced |
| HFM Investment Advisors, LLC | 4 | $227 | 0.00% | +3+300.0% | Added |
| SJS Investment Consulting Inc. | 5 | $285 | 0.00% | −5−50.0% | Reduced |
| Huntington National Bank | 7 | $398 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $438 | 0.00% | +8 | New |
| Jones Financial Companies LLLP | 8 | $457 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $569 | 0.00% | +2+25.0% | Added |
| Larson Financial Group LLC | 11 | $626 | 0.00% | +6+120.0% | Added |
| SBI Securities Co., Ltd. | 14 | $796 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $796 | 0.00% | +14 | 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 | $1.12K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 28 | $1.59K | 0.00% | +28 | New |
| MAI Capital Management | 29 | $1.65K | 0.00% | +29 | New |
| Farmers & Merchants Investments Inc | 32 | $1.82K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 36 | $2.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $2.22K | 0.00% | +9+30.0% | Added |
| SRS Capital Advisors, Inc. | 57 | $3.24K | 0.00% | +2+3.6% | Added |
| Optiver Holding B.V. | 68 | $3.87K | 0.00% | −51−42.9% | Reduced |
| Addison Advisors LLC | 90 | $5.12K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $5.17K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $5.86K | 0.00% | +67+186.1% | Added |
| Rothschild Investment LLC | 105 | $5.97K | 0.00% | +35+50.0% | Added |
| Hemington Wealth Management | 121 | $6.00K | 0.00% | +11+10.0% | Added |
| Umb Bank N A | 129 | $7.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 133 | $7.56K | 0.00% | +107+411.5% | Added |
| Bessemer Group Inc | 181 | $10.0K | 0.00% | +41+29.3% | Added |
| Hantz Financial Services, Inc. | 170 | $10.0K | 0.00% | +104+157.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 182 | $10.7K | 0.00% | +182 | New |
| Harbor Capital Advisors, Inc. | 187 | $11.0K | 0.00% | +35+23.0% | Added |
| Aster Capital Management (DIFC) Ltd | 198 | $11.3K | 0.00% | +198 | New |
| Danske Bank A/S | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 209 | $11.9K | 0.00% | +61+41.2% | Added |
| Smithfield Trust Co | 270 | $15.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $16.5K | 0.00% | 0 | New |
| Fifth Third Bancorp | 292 | $16.6K | 0.00% | −8−2.7% | Reduced |
| Private Trust Co NA | 300 | $17.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 312 | $17.7K | 0.00% | −2−0.6% | Reduced |
| 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 |
| Versant Capital Management, Inc | 478 | $27.2K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 545 | $31.0K | 0.00% | +545 | New |
| Ogorek Anthony Joseph | 565 | $32.0K | 0.01% | +4+0.7% | Added |
| CWM, LLC | 576 | $33.0K | 0.00% | −102−15.0% | Reduced |
| Public Employees Retirement System of Ohio | 583 | $33.2K | 0.00% | −61−9.5% | Reduced |
| Rise Advisors, LLC | 703 | $40.0K | 0.02% | +5+0.7% | Added |
| Covestor Ltd | 702 | $40.0K | 0.02% | +140+24.9% | Added |
| Center for Financial Planning, Inc. | 780 | $44.4K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 781 | $44.4K | 0.00% | +499+177.0% | Added |
| Quarry LP | 782 | $44.5K | 0.01% | +715+1,067.2% | Added |
| Ronald Blue Trust, Inc. | 800 | $45.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 945 | $53.8K | 0.01% | +8+0.9% | Added |
| Geneos Wealth Management Inc. | 1,000 | $56.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,123 | $63.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,124 | $63.9K | 0.00% | −115−9.3% | Reduced |
| NBT Bank N A | 1,202 | $68.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,222 | $69.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,267 | $72.4K | 0.01% | −16−1.2% | Reduced |
| STRS Ohio | 1,400 | $79.6K | 0.00% | −400−22.2% | Reduced |
| Farther Finance Advisors, LLC | 1,403 | $79.8K | 0.00% | +1,254+841.6% | Added |
| KBC Group NV | 1,668 | $95.0K | 0.00% | −1,130−40.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,804 | $102.6K | 0.00% | −6−0.3% | Reduced |
| Principal Securities, Inc. | 2,334 | $132.7K | 0.00% | +560+31.6% | Added |
| New Age Alpha Advisors, LLC | 2,773 | $157.7K | 0.01% | +44+1.6% | Added |
| Gitterman Wealth Management, LLC | 2,957 | $168.1K | 0.04% | +2,957 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3,150 | $179.1K | 0.12% | 00.0% | Unchanged |
| HRT Financial LP | 3,595 | $204.0K | 0.00% | −1,365−27.5% | Reduced |
| Stone House Investment Management, LLC | 3,598 | $204.6K | 0.04% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 3,809 | $216.6K | 0.00% | +239+6.7% | Added |
| Burns J W & Co Inc | 3,829 | $217.7K | 0.03% | −278−6.8% | Reduced |
| Operose Advisors LLC | 3,925 | $223.2K | 0.06% | 00.0% | Unchanged |
| AE Wealth Management LLC | 3,991 | $227.0K | 0.00% | +42+1.1% | Added |
| Two Sigma Advisers, LP | 4,000 | $227.5K | 0.00% | −5,000−55.6% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $227.5K | 0.03% | 00.0% | Unchanged |
| Xponance, Inc. | 4,110 | $233.7K | 0.00% | +160+4.1% | Added |
| Mariner, LLC | 4,188 | $238.2K | 0.00% | +4,188 | New |
| Pathway Financial Advisors LLC | 4,196 | $238.6K | 0.03% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,203 | $239.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,204 | $239.1K | 0.01% | +20+0.5% | Added |
| Melfa Wealth Management, LLC | 4,219 | $239.9K | 0.15% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 4,534 | $258.0K | 0.00% | +214+5.0% | Added |
| Drum Hill Capital, LLC | 4,718 | $268.3K | 0.30% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 4,887 | $277.9K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 4,954 | $281.7K | 0.00% | −611−11.0% | Reduced |
| Avantax Advisory Services, Inc. | 5,084 | $289.1K | 0.00% | +94+1.9% | 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 |
| Benjamin Edwards Inc | 5,307 | $301.9K | 0.00% | +570+12.0% | Added |
| Arrowstreet Capital, Limited Partnership | 5,417 | $308.1K | 0.00% | +5,417 | New |
| Socha Financial Group, LLC | 5,450 | $309.9K | 0.14% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,585 | $318.0K | 0.00% | +5,585 | New |
| Ausbil Investment Management Ltd | 5,710 | $324.7K | 0.19% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,711 | $324.8K | 0.00% | −1,931−25.3% | Reduced |