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 |
|---|---|---|---|---|---|
| Brown, Lisle/Cummings, Inc. | 945 | $53.8K | 0.01% | +8+0.9% | Added |
| Ronald Blue Trust, Inc. | 800 | $45.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 782 | $44.5K | 0.01% | +715+1,067.2% | Added |
| EverSource Wealth Advisors, LLC | 781 | $44.4K | 0.00% | +499+177.0% | Added |
| Center for Financial Planning, Inc. | 780 | $44.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 702 | $40.0K | 0.02% | +140+24.9% | Added |
| Rise Advisors, LLC | 703 | $40.0K | 0.02% | +5+0.7% | Added |
| Public Employees Retirement System of Ohio | 583 | $33.2K | 0.00% | −61−9.5% | Reduced |
| CWM, LLC | 576 | $33.0K | 0.00% | −102−15.0% | Reduced |
| Ogorek Anthony Joseph | 565 | $32.0K | 0.01% | +4+0.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 545 | $31.0K | 0.00% | +545 | New |
| Versant Capital Management, Inc | 478 | $27.2K | 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 |
| GAMMA Investing LLC | 312 | $17.7K | 0.00% | −2−0.6% | Reduced |
| Private Trust Co NA | 300 | $17.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 292 | $16.6K | 0.00% | −8−2.7% | Reduced |
| IFP Advisors, Inc | 0 | $16.5K | 0.00% | 0 | New |
| Smithfield Trust Co | 270 | $15.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 209 | $11.9K | 0.00% | +61+41.2% | Added |
| Danske Bank A/S | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 198 | $11.3K | 0.00% | +198 | New |
| Harbor Capital Advisors, Inc. | 187 | $11.0K | 0.00% | +35+23.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 182 | $10.7K | 0.00% | +182 | New |
| 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 |
| Bare Financial Services, Inc | 133 | $7.56K | 0.00% | +107+411.5% | Added |
| Umb Bank N A | 129 | $7.34K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 121 | $6.00K | 0.00% | +11+10.0% | Added |
| Rothschild Investment LLC | 105 | $5.97K | 0.00% | +35+50.0% | Added |
| Parkside Financial Bank & Trust | 103 | $5.86K | 0.00% | +67+186.1% | Added |
| Steward Partners Investment Advisory, LLC | 91 | $5.17K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.12K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 68 | $3.87K | 0.00% | −51−42.9% | Reduced |
| SRS Capital Advisors, Inc. | 57 | $3.24K | 0.00% | +2+3.6% | Added |
| JFS Wealth Advisors, LLC | 39 | $2.22K | 0.00% | +9+30.0% | Added |
| High Note Wealth, LLC | 36 | $2.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $1.82K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 29 | $1.65K | 0.00% | +29 | New |
| Atlantic Trust, LLC | 28 | $1.59K | 0.00% | +28 | New |
| Allworth Financial LP | 20 | $1.12K | 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 |
| SBI Securities Co., Ltd. | 14 | $796 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $796 | 0.00% | +14 | New |
| Larson Financial Group LLC | 11 | $626 | 0.00% | +6+120.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $569 | 0.00% | +2+25.0% | Added |
| Jones Financial Companies LLLP | 8 | $457 | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 8 | $438 | 0.00% | +8 | New |
| Huntington National Bank | 7 | $398 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $285 | 0.00% | −5−50.0% | Reduced |
| Assetmark, Inc | 4 | $227 | 0.00% | −1,480−99.7% | Reduced |
| HFM Investment Advisors, LLC | 4 | $227 | 0.00% | +3+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $171 | 0.00% | +2+200.0% | Added |
| Rialto Wealth Management, LLC | 2 | $114 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 1 | $64 | 0.00% | +1 | New |
| 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 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −39,261−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,330−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −20,390−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −15,808−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,094−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −9,864−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −9,250−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,234−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,598−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −4,522−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −4,509−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,419−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Harbor Advisors LLC | 0 | $0 | 0.00% | −4,058−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −3,937−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,598−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |