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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.

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.

Institutional holdersQ4 2025: 264 institutions
Q1 2021: 211 institutionsQ2 2021: 221 institutionsQ3 2021: 237 institutionsQ4 2021: 244 institutionsQ1 2022: 244 institutionsQ2 2022: 240 institutionsQ3 2022: 249 institutionsQ4 2022: 254 institutionsQ1 2023: 245 institutionsQ2 2023: 222 institutionsQ3 2023: 236 institutionsQ4 2023: 245 institutionsQ1 2024: 235 institutionsQ2 2024: 245 institutionsQ3 2024: 255 institutionsQ4 2024: 254 institutionsQ1 2025: 267 institutionsQ2 2025: 259 institutionsQ3 2025: 255 institutionsQ4 2025: 264 institutionsQ1 2026: 265 institutionsQ2 2026: 280 institutions
Value heldQ4 2025: $2.30B
Q1 2021: $2.94BQ2 2021: $2.89BQ3 2021: $2.60BQ4 2021: $2.81BQ1 2022: $2.65BQ2 2022: $2.41BQ3 2022: $2.35BQ4 2022: $2.43BQ1 2023: $2.06BQ2 2023: $1.92BQ3 2023: $1.69BQ4 2023: $2.05BQ1 2024: $1.83BQ2 2024: $1.78BQ3 2024: $2.18BQ4 2024: $2.38BQ1 2025: $2.21BQ2 2025: $2.23BQ3 2025: $2.30BQ4 2025: $2.30BQ1 2026: $2.35BQ2 2026: $2.75B
Institutions holding CBU and their total value by quarter
QuarterHoldersValue
Q2 2026280$2.75B
Q1 2026265$2.35B
Q4 2025264$2.30B
Q3 2025255$2.30B
Q2 2025259$2.23B
Q1 2025267$2.21B
Q4 2024254$2.38B
Q3 2024255$2.18B
Q2 2024245$1.78B
Q1 2024235$1.83B
Q4 2023245$2.05B
Q3 2023236$1.69B
Q2 2023222$1.92B
Q1 2023245$2.06B
Q4 2022254$2.43B
Q3 2022249$2.35B
Q2 2022240$2.41B
Q1 2022244$2.65B
Q4 2021244$2.81B
Q3 2021237$2.60B
Q2 2021221$2.89B
Q1 2021211$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.

Institutions holding CBU in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
EverSource Wealth Advisors, LLC776$44.6K0.00%+44+6.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.765$44.0K0.00%+232+43.5%Added
SageView Advisory Group, LLC725$41.6K0.00%+725New
STRS Ohio700$40.2K0.00%−400−36.4%Reduced
Public Employees Retirement System of Ohio586$33.7K0.00%+4+0.7%Added
Ogorek Anthony Joseph574$33.0K0.01%+4+0.7%Added
Rockefeller Capital Management L.P.535$30.8K0.00%−147−21.6%Reduced
IFP Advisors, Inc522$30.0K0.00%+436+507.0%Added
Versant Capital Management, Inc500$28.7K0.00%+22+4.6%Added
Hantz Financial Services, Inc.428$25.0K0.00%+79+22.6%Added
Salomon & Ludwin, LLC412$24.2K0.00%+18+4.6%Added
St Germain D J Co Inc417$24.0K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd390$22.4K0.00%00.0%Unchanged
GAMMA Investing LLC351$20.2K0.00%−11−3.0%Reduced
Bessemer Group Inc314$18.0K0.00%+29+10.2%Added
Private Trust Co NA300$17.2K0.00%00.0%Unchanged
Smithfield Trust Co270$16.0K0.00%00.0%Unchanged
Eurizon Capital SGR S.p.A.234$13.4K0.00%+234New
Fifth Third Bancorp224$12.9K0.00%−68−23.3%Reduced
Danske Bank A/S200$11.5K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.185$11.0K0.00%−3−1.6%Reduced
Root Financial Partners, LLC168$9.65K0.00%+19+12.8%Added
Bare Financial Services, Inc143$8.21K0.00%+23+19.2%Added
Transamerica Financial Advisors, Inc.139$8.03K0.00%+21+17.8%Added
Umb Bank N A129$7.41K0.00%00.0%Unchanged
Parkside Financial Bank & Trust103$5.92K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.102$5.86K0.00%−176−63.3%Reduced
Optiver Holding B.V.102$5.86K0.00%−102−50.0%Reduced
Steward Partners Investment Advisory, LLC91$5.23K0.00%00.0%Unchanged
Rothschild Investment LLC91$5.23K0.00%+21+30.0%Added
Addison Advisors LLC90$5.17K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC86$4.94K0.00%+86New
Quadrant Capital Group LLC80$4.60K0.00%00.0%Unchanged
Jones Financial Companies LLLP65$3.73K0.00%+57+712.5%Added
Larson Financial Group LLC65$3.73K0.00%+57+712.5%Added
Sound Income Strategies, LLC57$3.55K0.00%+57New
Pinnacle Wealth Planning Services, Inc.53$3.04K0.00%+53New
Osbon Capital Management LLC50$2.87K0.00%+50New
Quarry LP46$2.64K0.00%+46New
JFS Wealth Advisors, LLC43$2.48K0.00%+14+48.3%Added
High Note Wealth, LLC36$2.07K0.00%00.0%Unchanged
Torren Management, LLC35$1.98K0.00%+35New
Allworth Financial LP32$1.84K0.00%+3+10.3%Added
Farmers & Merchants Investments Inc32$1.84K0.00%00.0%Unchanged
Signaturefd, LLC28$1.61K0.00%+23+460.0%Added
Retirement Wealth Solutions LLC22$1.26K0.00%+2+10.0%Added
Keating Financial Advisory Services, Inc.21$1.21K0.00%+21New
Picton Mahoney Asset Management20$1.15K0.00%00.0%Unchanged
Fortitude Family Office, LLC19$1.09K0.00%+5+35.7%Added
Private Wealth Management Group, LLC18$1.03K0.00%00.0%Unchanged
MAI Capital Management16$9200.00%+16New
Signature Equity Partners, LLC14$8040.00%+14New
CIBC Private Wealth Group, LLC12$6890.00%+11+1,100.0%Added
DiNuzzo Private Wealth, Inc.10$5750.00%00.0%Unchanged
Essential Partners LLC10$5740.00%+3+42.9%Added
Assetmark, Inc10$5740.00%+6+150.0%Added
Ankerstar Wealth, LLC9$5210.00%+9New
Rialto Wealth Management, LLC7$4030.00%+2+40.0%Added
Bay Harbor Wealth Management, LLC6$3460.00%+2+50.0%Added
SJS Investment Consulting Inc.5$2880.00%00.0%Unchanged
SBI Securities Co., Ltd.4$2300.00%−2−33.3%Reduced
HFM Investment Advisors, LLC4$2300.00%00.0%Unchanged
Gilpin Wealth Management, LLC2$1150.00%+2New
Dunhill Financial, LLC1$630.00%+1New
GW&K Investment Management, LLC0$00.00%−45,664−100.0%Sold out
Toroso Investments, LLC0$00.00%−41,111−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−35,301−100.0%Sold out
Carnegie Capital Asset Management, LLC0$00.00%−26,470−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−20,483−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−15,532−100.0%Sold out
Two Sigma Investments, LP0$00.00%−14,316−100.0%Sold out
Socha Financial Group, LLC0$00.00%−5,450−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−5,171−100.0%Sold out
Freestone Grove Partners LP0$00.00%−4,776−100.0%Sold out
Burns J W & Co Inc0$00.00%−3,589−100.0%Sold out
Principal Securities, Inc.0$00.00%−2,510−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−806−100.0%Sold out
Rise Advisors, LLC0$00.00%−706−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−425−100.0%Sold out
Advisory Services Network, LLC0$00.00%−277−100.0%Sold out
Atlantic Trust, LLC0$00.00%−28−100.0%Sold out
Huntington National Bank0$00.00%−7−100.0%Sold out
True Wealth Design, LLC0$00.00%−1−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−11−100.0%Sold out
CIBC Bancorp USA Inc.––––Not filed
Hemington Wealth Management––––Not filed