Community Bank System Ownership | Who Owns Community Bank System?
Community Bank System Ownership Summary
Community Bank System is owned by 77.75% institutional investors, 0.75% insiders, and 21.50% retail investors. Blackrock is the largest institutional shareholder, holding 14.29% of CBU shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.08% of its assets in Community Bank System shares.
CBU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Community Bank System | 77.75% | 0.75% | 21.50% |
| Sector | Financial Services Stocks | 734.95% | 13.85% | -648.79% |
| Industry | Regional Banks Stocks | 53.79% | 12.48% | 33.74% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.54M | 14.29% | $356.06M |
| Blackrock funding, inc. /de | 7.56M | 14.26% | $507.21M |
| Vanguard group | 6.28M | 11.19% | $360.45M |
| Fmr | 3.68M | 6.94% | $246.87M |
| Neuberger berman group | 3.46M | 6.52% | $232.01M |
| State street | 3.31M | 6.25% | $223.93M |
| Vanguard capital management | 2.36M | 4.46% | $158.72M |
| Dimensional fund advisors lp | 1.84M | 3.48% | $123.73M |
| Morgan stanley | 1.68M | 3.18% | $112.92M |
| Geode capital management | 1.36M | 2.57% | $91.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Riggs asset managment | 411.43K | 4.93% | $27.62M |
| Ausbil investment management | 41.19K | 1.28% | $2.82M |
| Basswood capital management | 321.02K | 0.86% | $21.55M |
| Community bank, n.a. | 91.53K | 0.66% | $6.14M |
| Nfj investment group | 260.07K | 0.59% | $17.46M |
| Deprince race & zollo | 530.87K | 0.59% | $31.14M |
| Alliance wealth advisors | 19.77K | 0.43% | $1.33M |
| Hilton capital management | 77.91K | 0.36% | $5.23M |
| Drum hill capital | 4.72K | 0.32% | $316.67K |
| Segall bryant & hamill | 392.35K | 0.31% | $26.33M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.68M | 0.01% | 651.74K |
| Sixth street partners management company | 635.28K | 0.01% | 635.28K |
| Norges bank | 567.24K | 0.00% | 567.24K |
| Massachusetts financial services co /ma/ | 450.41K | 0.01% | 450.41K |
| Basswood capital management | 321.02K | 0.86% | 321.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nfj investment group | 260.07K | 0.59% | -419.88K |
| Bank of america corp /de/ | 246.96K | 0.00% | -351.83K |
| Goldman sachs group | 203.52K | 0.00% | -321.04K |
| Blackrock | 7.54M | 0.01% | -279.52K |
| Fj capital management | - | - | -270.20K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sixth street partners management company | 635.28K | 0.01% | 635.28K | $42.64M |
| Norges bank | 567.24K | 0.00% | 567.24K | $38.07M |
| Massachusetts financial services co /ma/ | 450.41K | 0.01% | 450.41K | $30.23M |
| Canandaigua national | 26.41K | 0.14% | 26.41K | $1.55M |
| Canandaigua national bank & trust | 26.11K | 0.15% | 26.11K | $1.75M |
Sold Out
| Holder | Change |
|---|---|
| Curio wealth | -1.00 |
| Global retirement partners | -1.00 |
| True wealth design | -1.00 |
| Mendota financial group | -3.00 |
| Claris advisors, llc / mo / | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 276 | 2.99% | 41,191,576 | 3.08% | 77 | 1.53% | 145 | 2.11% | 76 | 7.04% |
| Mar 31, 2026 | 144 | -45.45% | 12,944,188 | -67.65% | 23 | 0.45% | 63 | -50.78% | 42 | -50.59% |
| Dec 31, 2025 | 197 | -22.75% | 33,535,967 | -14.39% | 59 | 1.09% | 94 | -16.07% | 59 | -35.16% |
| Sep 30, 2025 | 180 | -28.85% | 29,034,577 | -19.97% | 55 | 1.16% | 66 | -45.00% | 70 | -7.89% |
| Jun 30, 2025 | 257 | -4.10% | 39,131,150 | 2.62% | 74 | 1.42% | 123 | 1.65% | 76 | -17.39% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.20M | 6.08% | -3.88K |
| Neuberger Berman Genesis Inv | 2.29M | 4.34% | 104.79K |
| Neuberger Genesis Inv | 1.95M | 3.70% | -140.41K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.68M | 3.20% | 8.51K |
| Vanguard Total Stock Mkt Idx Inv | 1.67M | 3.19% | -9.72K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.67M | 3.18% | -9.72K |
| Vanguard US Total Market Shares ETF | 1.68M | 3.18% | 1.93K |
| iShares Russell 2000 ETF | 1.36M | 2.59% | - |
| Vanguard Small Cap Index | 1.21M | 2.30% | 3.51K |
| Calvert US Small-Cap SMA | 877.26K | 1.67% | 876.46K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2026 | Vaccaro John A | - | Buy | $20.01K |
| Aug 24, 2026 | Hall Brenda M | - | Buy | $30.27K |
| Jun 25, 2026 | Bolus Mark J. | - | Sell | $816.79K |
| Jun 08, 2026 | STICKELS ERIC | - | Sell | $127.96K |
| Dec 29, 2025 | Gillan-Myer Maureen A | EVP, Chief Admin & HR Officer | Sell | $203.05K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 2 | - |
| 2026 Q2 | - | 2 |
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
CBU Ownership FAQ
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