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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, Q1 2026

Institutional positions in Community Financial System, Inc. as of Mar 31, 2026. 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
265
+9 vs. Q4 2025
Shares held
40.0M
+6.97M (+21.1%) vs. Q4 2025
Total value
$2.35B
+$447.9M (+23.6%) vs. Q4 2025
New holders
39
103 more added
Sold out
30
71 more reduced

8 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 265 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 heldQ1 2026: $2.35B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q4 2025.

Institutions holding CBU in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Center for Financial Planning, Inc.780$45.7K0.00%00.0%Unchanged
Los Angeles Capital Management LLC639$37.5K0.00%−299−31.9%Reduced
Public Employees Retirement System of Ohio619$36.3K0.00%+33+5.6%Added
Ogorek Anthony Joseph579$33.0K0.01%+5+0.9%Added
Smartleaf Asset Management LLC564$32.5K0.00%−900−61.5%Reduced
IFP Advisors, Inc524$30.7K0.00%+2+0.4%Added
Versant Capital Management, Inc516$30.3K0.00%+16+3.2%Added
Salomon & Ludwin, LLC412$24.5K0.00%00.0%Unchanged
St Germain D J Co Inc417$24.5K0.00%00.0%Unchanged
Bessemer Group Inc394$23.0K0.00%+80+25.5%Added
GAMMA Investing LLC391$22.9K0.00%+40+11.4%Added
Nomura Asset Management Co Ltd390$22.9K0.00%00.0%Unchanged
Harbour Investments, Inc.385$22.6K0.00%+385New
Kemnay Advisory Services Inc.346$20.3K0.00%+346New
Private Trust Co NA300$17.6K0.00%00.0%Unchanged
Smithfield Trust Co270$16.0K0.00%00.0%Unchanged
Root Financial Partners, LLC269$15.8K0.00%+101+60.1%Added
Advisory Services Network, LLC249$14.6K0.00%+249New
Transamerica Financial Advisors, Inc.203$12.0K0.00%+64+46.0%Added
STRS Ohio200$11.7K0.00%−500−71.4%Reduced
Pinnacle Wealth Planning Services, Inc.168$9.85K0.00%+115+217.0%Added
Bare Financial Services, Inc164$9.62K0.00%+21+14.7%Added
Umb Bank N A129$7.57K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.126$7.39K0.00%+24+23.5%Added
Parkside Financial Bank & Trust103$6.04K0.00%00.0%Unchanged
Twin Peaks Wealth Advisors, LLC101$5.92K0.00%+101New
Silver Grove Financial Group, Inc.100$5.87K0.00%+100New
Rothschild Investment LLC91$5.34K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC91$5.34K0.00%00.0%Unchanged
Addison Advisors LLC90$5.28K0.00%00.0%Unchanged
Quadrant Capital Group LLC80$4.69K0.00%00.0%Unchanged
Keating Financial Advisory Services, Inc.71$4.16K0.00%+50+238.1%Added
Larson Financial Group LLC68$3.99K0.00%+3+4.6%Added
Allworth Financial LP64$3.75K0.00%+32+100.0%Added
CVA Family Office, LLC64$3.75K0.00%+64New
Sound Income Strategies, LLC57$3.41K0.00%00.0%Unchanged
Osbon Capital Management LLC50$2.93K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC43$2.52K0.00%−43−50.0%Reduced
Fortitude Family Office, LLC41$2.40K0.00%+22+115.8%Added
High Note Wealth, LLC36$2.11K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC35$2.05K0.00%+13+59.1%Added
Parallel Advisors, LLC35$2.05K0.00%+35New
JFS Wealth Advisors, LLC32$1.88K0.00%−11−25.6%Reduced
Dogwood Wealth Management LLC32$1.88K0.00%+32New
Farmers & Merchants Investments Inc29$1.70K0.00%−3−9.4%Reduced
MAI Capital Management29$1.70K0.00%+13+81.3%Added
Picton Mahoney Asset Management20$1.17K0.00%00.0%Unchanged
Private Wealth Management Group, LLC18$1.06K0.00%00.0%Unchanged
Signature Equity Partners, LLC14$8210.00%00.0%Unchanged
Essential Partners LLC11$6450.00%+1+10.0%Added
DiNuzzo Private Wealth, Inc.10$5870.00%00.0%Unchanged
Assetmark, Inc10$5870.00%00.0%Unchanged
Ankerstar Wealth, LLC9$5320.00%00.0%Unchanged
Gilpin Wealth Management, LLC9$5280.00%+7+350.0%Added
SJS Investment Consulting Inc.8$4700.00%+3+60.0%Added
Jones Financial Companies LLLP8$4540.00%−57−87.7%Reduced
Rialto Wealth Management, LLC7$4110.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC7$4100.00%+1+16.7%Added
SBI Securities Co., Ltd.4$2350.00%00.0%Unchanged
HFM Investment Advisors, LLC4$2350.00%00.0%Unchanged
Vermillion Wealth Management, Inc.3$1760.00%+3New
Caitong International Asset Management Co., Ltd2$1170.00%+2New
Dunhill Financial, LLC1$640.00%00.0%Unchanged
Raffa Wealth Management, LLC1$590.00%+1New
Curio Wealth, LLC1$590.00%+1New
Basswood Capital Management, L.L.C.0$00.00%−122,201−100.0%Sold out
Janney Montgomery Scott LLC0$00.00%−58,130−100.0%Sold out
Logan Capital Management Inc0$00.00%−56,000−100.0%Sold out
Jane Street Group, LLC0$00.00%−42,143−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−38,408−100.0%Sold out
HRT Financial LP0$00.00%−25,942−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−21,436−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−14,751−100.0%Sold out
Verition Fund Management LLC0$00.00%−12,096−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−11,643−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−9,953−100.0%Sold out
Quest Partners LLC0$00.00%−8,959−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−6,991−100.0%Sold out
Minerva Advisors LLC0$00.00%−6,618−100.0%Sold out
Park Avenue Securities LLC0$00.00%−5,942−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−4,848−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−4,334−100.0%Sold out
IFG Advisory, LLC0$00.00%−3,933−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−3,637−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−3,608−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−2,706−100.0%Sold out
Lipe & Dalton0$00.00%−900−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−725−100.0%Sold out
Eurizon Capital SGR S.p.A.0$00.00%−234−100.0%Sold out
Danske Bank A/S0$00.00%−200−100.0%Sold out
Harbor Capital Advisors, Inc.0$00.00%−185−100.0%Sold out
Optiver Holding B.V.0$00.00%−102−100.0%Sold out
Quarry LP0$00.00%−46−100.0%Sold out
Torren Management, LLC0$00.00%−35−100.0%Sold out
Signaturefd, LLC0$00.00%−28−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Canandaigua National Bank & Trust Co––––Not filed
Comerica Bank––––Not filed
Trust Co of Vermont––––Not filed