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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.

Q3 2025 vs. Q2 2025

How the institutions holding Community Financial System, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of CBU: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders25942550
Shares39.2M619.1K39.2M+599.6K (+1.6%)
Value$2.23B$35.2M$2.30B+$103.7M (+4.7%)

4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held Community Financial System, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to CBU in Q3 2025
InstitutionSharesValue% of portfolio
Numerai GP LLC70,206$4.12M0.58%
Verition Fund Management LLC46,220$2.71M0.02%
Dark Forest Capital Management LP20,483$1.20M0.05%
Squarepoint Ops LLC18,184$1.07M0.00%
Holocene Advisors, LP8,432$494.5K0.00%
CIBC Bancorp USA Inc.5,647$331.1K0.00%
Quantinno Capital Management LP5,098$299.0K0.00%
Freestone Grove Partners LP4,776$280.1K0.00%
Kestra Private Wealth Services, LLC4,161$244.0K0.00%
Sanctuary Advisors, LLC3,412$200.1K0.00%
Wealthspire Advisors, LLC806$47.3K0.00%
Rockefeller Capital Management L.P.682$40.0K0.00%
Salomon & Ludwin, LLC394$23.2K0.00%
Advisory Services Network, LLC277$16.2K0.00%
Root Financial Partners, LLC149$8.74K0.00%
Transamerica Financial Advisors, Inc.118$6.91K0.00%
Quadrant Capital Group LLC80$4.69K0.00%
Retirement Wealth Solutions LLC20$1.17K0.00%
Essential Partners LLC7$4100.00%
Signaturefd, LLC5$2930.00%
CIBC Private Wealth Group, LLC1$590.00%
Cloud Capital Management, LLC11$00.00%

Sold out (22)

Institutions that held Community Financial System, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Not filed for Q3 2025 yet (4)

Institutions that held Community Financial System, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CBU in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank607,448$34.5M
CIBC World Markets Corp6,527$371.2K
Avantax Advisory Services, Inc.5,084$289.1K
Parkworth Wealth Management, Inc.1$57