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, Q3 2025
Institutional positions in Community Financial System, Inc. as of Sep 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
- 255
- 0 vs. Q2 2025
- Shares held
- 39.2M
- +599.6K (+1.6%) vs. Q2 2025
- Total value
- $2.30B
- +$103.7M (+4.7%) vs. Q2 2025
- New holders
- 22
- 90 more added
- Sold out
- 22
- 93 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 11 | $0 | 0.00% | +11 | New |
| True Wealth Design, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $59 | 0.00% | +1 | New |
| Quest Partners LLC | 2 | $117 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $234 | 0.00% | +1+33.3% | Added |
| Assetmark, Inc | 4 | $235 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $235 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 5 | $293 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $294 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $294 | 0.00% | +3+150.0% | Added |
| SBI Securities Co., Ltd. | 6 | $352 | 0.00% | −8−57.1% | Reduced |
| Huntington National Bank | 7 | $410 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $410 | 0.00% | +7 | New |
| Larson Financial Group LLC | 8 | $469 | 0.00% | −3−27.3% | Reduced |
| Jones Financial Companies LLLP | 8 | $478 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $599 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $821 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 20 | $1.17K | 0.00% | +20 | New |
| Atlantic Trust, LLC | 28 | $1.64K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $1.68K | 0.00% | +9+45.0% | Added |
| JFS Wealth Advisors, LLC | 29 | $1.70K | 0.00% | −10−25.6% | Reduced |
| Farmers & Merchants Investments Inc | 32 | $1.88K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 36 | $2.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 70 | $4.11K | 0.00% | −35−33.3% | Reduced |
| Quadrant Capital Group LLC | 80 | $4.69K | 0.00% | +80 | New |
| IFP Advisors, Inc | 86 | $5.04K | 0.00% | +86 | Added |
| Addison Advisors LLC | 90 | $5.28K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $5.34K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 114 | $6.00K | 0.00% | −7−5.8% | Reduced |
| Parkside Financial Bank & Trust | 103 | $6.04K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 118 | $6.91K | 0.00% | +118 | New |
| Bare Financial Services, Inc | 120 | $7.04K | 0.00% | −13−9.8% | Reduced |
| Umb Bank N A | 129 | $7.57K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 149 | $8.74K | 0.00% | +149 | New |
| Harbor Capital Advisors, Inc. | 188 | $11.0K | 0.00% | +1+0.5% | Added |
| Danske Bank A/S | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 204 | $12.0K | 0.00% | +136+200.0% | Added |
| Smithfield Trust Co | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 285 | $16.0K | 0.00% | +104+57.5% | Added |
| Advisory Services Network, LLC | 277 | $16.2K | 0.00% | +277 | New |
| SRS Capital Advisors, Inc. | 278 | $16.3K | 0.00% | +221+387.7% | Added |
| Fifth Third Bancorp | 292 | $17.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $17.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 349 | $20.0K | 0.00% | +179+105.3% | Added |
| GAMMA Investing LLC | 362 | $21.2K | 0.00% | +50+16.0% | Added |
| Nomura Asset Management Co Ltd | 390 | $22.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 394 | $23.2K | 0.00% | +394 | New |
| St Germain D J Co Inc | 417 | $24.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 425 | $24.9K | 0.00% | −699−62.2% | Reduced |
| Versant Capital Management, Inc | 478 | $28.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 533 | $31.0K | 0.00% | −12−2.2% | Reduced |
| Ogorek Anthony Joseph | 570 | $33.0K | 0.01% | +5+0.9% | Added |
| Public Employees Retirement System of Ohio | 582 | $34.1K | 0.00% | −1−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 682 | $40.0K | 0.00% | +682 | New |
| Rise Advisors, LLC | 706 | $41.4K | 0.01% | +3+0.4% | Added |
| EverSource Wealth Advisors, LLC | 732 | $42.9K | 0.00% | −49−6.3% | Reduced |
| Center for Financial Planning, Inc. | 780 | $45.7K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 806 | $47.3K | 0.00% | +806 | New |
| CWM, LLC | 899 | $53.0K | 0.00% | +323+56.1% | Added |
| Ronald Blue Trust, Inc. | 910 | $53.4K | 0.00% | +110+13.8% | Added |
| Brown, Lisle/Cummings, Inc. | 952 | $55.9K | 0.01% | +7+0.7% | Added |
| Geneos Wealth Management Inc. | 1,000 | $58.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,100 | $64.5K | 0.00% | −300−21.4% | Reduced |
| US Bancorp | 1,123 | $65.9K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,202 | $70.5K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,222 | $71.6K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,456 | $85.9K | 0.01% | +189+14.9% | Added |
| Covestor Ltd | 1,479 | $87.0K | 0.05% | +777+110.7% | Added |
| KBC Group NV | 1,668 | $98.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,804 | $105.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,982 | $116.2K | 0.00% | +579+41.3% | Added |
| Principal Securities, Inc. | 2,510 | $147.2K | 0.00% | +176+7.5% | Added |
| New Age Alpha Advisors, LLC | 2,721 | $159.6K | 0.01% | −52−1.9% | Reduced |
| Tower Research Capital LLC (TRC) | 2,965 | $173.9K | 0.00% | −3,509−54.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,150 | $184.7K | 0.12% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 3,412 | $200.1K | 0.00% | +3,412 | New |
| Burns J W & Co Inc | 3,589 | $210.4K | 0.02% | −240−6.3% | Reduced |
| Pathway Financial Advisors LLC | 3,730 | $218.7K | 0.03% | −466−11.1% | Reduced |
| Stone House Investment Management, LLC | 3,848 | $225.6K | 0.04% | +250+6.9% | Added |
| Operose Advisors LLC | 3,925 | $230.2K | 0.06% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,933 | $230.6K | 0.01% | −270−6.4% | Reduced |
| MidWestOne Financial Group, Inc. | 4,000 | $234.6K | 0.03% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,040 | $236.9K | 0.14% | −179−4.2% | Reduced |
| Xponance, Inc. | 4,154 | $243.6K | 0.00% | +44+1.1% | Added |
| Kestra Private Wealth Services, LLC | 4,161 | $244.0K | 0.00% | +4,161 | New |
| AE Wealth Management LLC | 4,254 | $249.5K | 0.00% | +263+6.6% | Added |
| Profund Advisors LLC | 4,262 | $249.9K | 0.01% | +58+1.4% | Added |
| Ameritas Investment Partners, Inc. | 4,426 | $259.5K | 0.01% | −874−16.5% | Reduced |
| Drum Hill Capital, LLC | 4,718 | $276.7K | 0.30% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,722 | $276.9K | 0.00% | +913+24.0% | Added |
| Freestone Grove Partners LP | 4,776 | $280.1K | 0.00% | +4,776 | New |
| Quantinno Capital Management LP | 5,098 | $299.0K | 0.00% | +5,098 | New |
| Peoples Financial Services Corp. | 5,100 | $299.0K | 0.14% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,171 | $303.2K | 0.00% | +217+4.4% | Added |
| Socha Financial Group, LLC | 5,450 | $319.6K | 0.14% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 5,550 | $325.8K | 0.00% | −35−0.6% | Reduced |
| Park Avenue Securities LLC | 5,644 | $331.0K | 0.00% | +1,110+24.5% | Added |
| CIBC Bancorp USA Inc. | 5,647 | $331.1K | 0.00% | +5,647 | New |