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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 582 | $34.1K | 0.00% | −1−0.2% | Reduced |
| Ogorek Anthony Joseph | 570 | $33.0K | 0.01% | +5+0.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 533 | $31.0K | 0.00% | −12−2.2% | Reduced |
| Versant Capital Management, Inc | 478 | $28.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 425 | $24.9K | 0.00% | −699−62.2% | Reduced |
| St Germain D J Co Inc | 417 | $24.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 394 | $23.2K | 0.00% | +394 | New |
| Nomura Asset Management Co Ltd | 390 | $22.9K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 362 | $21.2K | 0.00% | +50+16.0% | Added |
| Hantz Financial Services, Inc. | 349 | $20.0K | 0.00% | +179+105.3% | Added |
| Private Trust Co NA | 300 | $17.6K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 292 | $17.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 278 | $16.3K | 0.00% | +221+387.7% | Added |
| Advisory Services Network, LLC | 277 | $16.2K | 0.00% | +277 | New |
| Smithfield Trust Co | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 285 | $16.0K | 0.00% | +104+57.5% | Added |
| Optiver Holding B.V. | 204 | $12.0K | 0.00% | +136+200.0% | Added |
| Danske Bank A/S | 200 | $11.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 188 | $11.0K | 0.00% | +1+0.5% | Added |
| Root Financial Partners, LLC | 149 | $8.74K | 0.00% | +149 | New |
| Umb Bank N A | 129 | $7.57K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 120 | $7.04K | 0.00% | −13−9.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 118 | $6.91K | 0.00% | +118 | New |
| Parkside Financial Bank & Trust | 103 | $6.04K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 114 | $6.00K | 0.00% | −7−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 91 | $5.34K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 90 | $5.28K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 86 | $5.04K | 0.00% | +86 | Added |
| Quadrant Capital Group LLC | 80 | $4.69K | 0.00% | +80 | New |
| Rothschild Investment LLC | 70 | $4.11K | 0.00% | −35−33.3% | Reduced |
| High Note Wealth, LLC | 36 | $2.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $1.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.70K | 0.00% | −10−25.6% | Reduced |
| Allworth Financial LP | 29 | $1.68K | 0.00% | +9+45.0% | Added |
| Atlantic Trust, LLC | 28 | $1.64K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 20 | $1.17K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 18 | $1.06K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $821 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $599 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $478 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $469 | 0.00% | −3−27.3% | Reduced |
| Huntington National Bank | 7 | $410 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 7 | $410 | 0.00% | +7 | New |
| SBI Securities Co., Ltd. | 6 | $352 | 0.00% | −8−57.1% | Reduced |
| SJS Investment Consulting Inc. | 5 | $294 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $294 | 0.00% | +3+150.0% | Added |
| Signaturefd, LLC | 5 | $293 | 0.00% | +5 | New |
| Assetmark, Inc | 4 | $235 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $235 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $234 | 0.00% | +1+33.3% | Added |
| Quest Partners LLC | 2 | $117 | 0.00% | +1+100.0% | Added |
| True Wealth Design, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $59 | 0.00% | +1 | New |
| Cloud Capital Management, LLC | 11 | $0 | 0.00% | +11 | New |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −270,197−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −51,328−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −50,312−100.0% | Sold out |
| Waterford Advisors, LLC | 0 | $0 | 0.00% | −64,107−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −19,060−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,690−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,385−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −12,073−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −10,627−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −6,708−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −5,417−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −2,957−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |