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, Q4 2025
Institutional positions in Community Financial System, Inc. as of Dec 31, 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
- 264
- +11 vs. Q3 2025
- Shares held
- 40.0M
- +847.1K (+2.2%) vs. Q3 2025
- Total value
- $2.30B
- +$1.96M (+0.1%) vs. Q3 2025
- New holders
- 31
- 99 more added
- Sold out
- 20
- 85 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $63 | 0.00% | +1 | New |
| Gilpin Wealth Management, LLC | 2 | $115 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 4 | $230 | 0.00% | −2−33.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $230 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $288 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $346 | 0.00% | +2+50.0% | Added |
| Rialto Wealth Management, LLC | 7 | $403 | 0.00% | +2+40.0% | Added |
| Ankerstar Wealth, LLC | 9 | $521 | 0.00% | +9 | New |
| Essential Partners LLC | 10 | $574 | 0.00% | +3+42.9% | Added |
| Assetmark, Inc | 10 | $574 | 0.00% | +6+150.0% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $575 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 12 | $689 | 0.00% | +11+1,100.0% | Added |
| Signature Equity Partners, LLC | 14 | $804 | 0.00% | +14 | New |
| MAI Capital Management | 16 | $920 | 0.00% | +16 | New |
| Private Wealth Management Group, LLC | 18 | $1.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $1.09K | 0.00% | +5+35.7% | Added |
| Picton Mahoney Asset Management | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 21 | $1.21K | 0.00% | +21 | New |
| Retirement Wealth Solutions LLC | 22 | $1.26K | 0.00% | +2+10.0% | Added |
| Signaturefd, LLC | 28 | $1.61K | 0.00% | +23+460.0% | Added |
| Farmers & Merchants Investments Inc | 32 | $1.84K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $1.84K | 0.00% | +3+10.3% | Added |
| Torren Management, LLC | 35 | $1.98K | 0.00% | +35 | New |
| High Note Wealth, LLC | 36 | $2.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $2.48K | 0.00% | +14+48.3% | Added |
| Quarry LP | 46 | $2.64K | 0.00% | +46 | New |
| Osbon Capital Management LLC | 50 | $2.87K | 0.00% | +50 | New |
| Pinnacle Wealth Planning Services, Inc. | 53 | $3.04K | 0.00% | +53 | New |
| Sound Income Strategies, LLC | 57 | $3.55K | 0.00% | +57 | New |
| Jones Financial Companies LLLP | 65 | $3.73K | 0.00% | +57+712.5% | Added |
| Larson Financial Group LLC | 65 | $3.73K | 0.00% | +57+712.5% | Added |
| Quadrant Capital Group LLC | 80 | $4.60K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 86 | $4.94K | 0.00% | +86 | New |
| Addison Advisors LLC | 90 | $5.17K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 91 | $5.23K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 91 | $5.23K | 0.00% | +21+30.0% | Added |
| Optiver Holding B.V. | 102 | $5.86K | 0.00% | −102−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 102 | $5.86K | 0.00% | −176−63.3% | Reduced |
| Parkside Financial Bank & Trust | 103 | $5.92K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 129 | $7.41K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 139 | $8.03K | 0.00% | +21+17.8% | Added |
| Bare Financial Services, Inc | 143 | $8.21K | 0.00% | +23+19.2% | Added |
| Root Financial Partners, LLC | 168 | $9.65K | 0.00% | +19+12.8% | Added |
| Harbor Capital Advisors, Inc. | 185 | $11.0K | 0.00% | −3−1.6% | Reduced |
| Danske Bank A/S | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 224 | $12.9K | 0.00% | −68−23.3% | Reduced |
| Eurizon Capital SGR S.p.A. | 234 | $13.4K | 0.00% | +234 | New |
| Smithfield Trust Co | 270 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 314 | $18.0K | 0.00% | +29+10.2% | Added |
| GAMMA Investing LLC | 351 | $20.2K | 0.00% | −11−3.0% | Reduced |
| Nomura Asset Management Co Ltd | 390 | $22.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 417 | $24.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 412 | $24.2K | 0.00% | +18+4.6% | Added |
| Hantz Financial Services, Inc. | 428 | $25.0K | 0.00% | +79+22.6% | Added |
| Versant Capital Management, Inc | 500 | $28.7K | 0.00% | +22+4.6% | Added |
| IFP Advisors, Inc | 522 | $30.0K | 0.00% | +436+507.0% | Added |
| Rockefeller Capital Management L.P. | 535 | $30.8K | 0.00% | −147−21.6% | Reduced |
| Ogorek Anthony Joseph | 574 | $33.0K | 0.01% | +4+0.7% | Added |
| Public Employees Retirement System of Ohio | 586 | $33.7K | 0.00% | +4+0.7% | Added |
| STRS Ohio | 700 | $40.2K | 0.00% | −400−36.4% | Reduced |
| SageView Advisory Group, LLC | 725 | $41.6K | 0.00% | +725 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 765 | $44.0K | 0.00% | +232+43.5% | Added |
| EverSource Wealth Advisors, LLC | 776 | $44.6K | 0.00% | +44+6.0% | Added |
| Center for Financial Planning, Inc. | 780 | $44.8K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 900 | $52.0K | 0.03% | +900 | New |
| Ronald Blue Trust, Inc. | 914 | $52.5K | 0.00% | +4+0.4% | Added |
| Los Angeles Capital Management LLC | 938 | $52.6K | 0.00% | −8,620−90.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 960 | $55.2K | 0.01% | +8+0.8% | Added |
| CWM, LLC | 977 | $56.0K | 0.00% | +78+8.7% | Added |
| Geneos Wealth Management Inc. | 1,000 | $57.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,158 | $66.5K | 0.00% | +35+3.1% | Added |
| NBT Bank N A | 1,202 | $69.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1,222 | $70.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,464 | $84.8K | 0.00% | +8+0.5% | Added |
| Covestor Ltd | 1,491 | $86.0K | 0.05% | +12+0.8% | Added |
| KBC Group NV | 1,668 | $96.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,804 | $103.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,092 | $120.2K | 0.00% | +110+5.5% | Added |
| Tower Research Capital LLC (TRC) | 2,598 | $149.2K | 0.00% | −367−12.4% | Reduced |
| Kestra Advisory Services, LLC | 2,706 | $155.4K | 0.00% | +2,706 | New |
| Ensign Peak Advisors, Inc | 3,008 | $172.8K | 0.00% | −6,250−67.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 3,150 | $180.9K | 0.12% | 00.0% | Unchanged |
| CIBC World Markets Corp | 3,504 | $201.3K | 0.00% | +3,504 | New |
| CIBC Asset Management Inc | 3,539 | $203.3K | 0.00% | +3,539 | New |
| Sanctuary Advisors, LLC | 3,559 | $204.4K | 0.00% | +147+4.3% | Added |
| Landscape Capital Management, L.L.C. | 3,608 | $207.2K | 0.01% | +3,608 | New |
| Teacher Retirement System of Texas | 3,637 | $208.9K | 0.00% | −13,125−78.3% | Reduced |
| Stone House Investment Management, LLC | 3,808 | $218.7K | 0.03% | −40−1.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,850 | $222.3K | 0.00% | +3,850 | New |
| Pathway Financial Advisors LLC | 3,730 | $224.4K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,925 | $225.5K | 0.05% | 00.0% | Unchanged |
| IFG Advisory, LLC | 3,933 | $225.9K | 0.01% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 4,000 | $229.8K | 0.03% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,040 | $232.1K | 0.13% | 00.0% | Unchanged |
| Lawood & Co | 4,088 | $234.8K | 0.22% | +4,088 | New |
| Kestra Private Wealth Services, LLC | 4,162 | $239.0K | 0.00% | +10.0% | Added |
| Xponance, Inc. | 4,186 | $240.4K | 0.00% | +32+0.8% | Added |
| Sequoia Financial Advisors, LLC | 4,334 | $248.9K | 0.00% | +4,334 | New |
| Ameritas Investment Partners, Inc. | 4,426 | $254.2K | 0.01% | 00.0% | Unchanged |