Community Bank System Ownership | Who Owns Community Bank System?
Community Bank System Ownership Summary
Community Bank System is owned by 55.01% institutional investors, 1.04% insiders, and 43.95% 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 5.95% of its assets in Community Bank System shares.
CBU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Community Bank System | 55.01% | 1.04% | 43.95% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.54M | 14.29% | $356.06M |
| Blackrock funding, inc. /de | 7.44M | 14.09% | $436.09M |
| Vanguard group | 6.31M | 11.96% | $370.22M |
| Neuberger berman group | 4.02M | 7.62% | $235.87M |
| State street | 3.30M | 6.24% | $194.74M |
| Morgan stanley | 2.27M | 4.29% | $132.91M |
| Dimensional fund advisors lp | 1.82M | 3.44% | $106.49M |
| Geode capital management | 1.25M | 2.37% | $73.37M |
| Federated hermes | 744.26K | 1.41% | $43.64M |
| Fmr | 737.16K | 1.40% | $43.23M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Nfj investment group | 726.05K | 1.46% | $42.58M |
| Community bank, n.a. | 118.57K | 0.84% | $6.95M |
| Deprince race & zollo | 585.53K | 0.69% | $34.34M |
| Riggs asset managment | 47.79K | 0.61% | $2.80B |
| Numerai gp | 70.21K | 0.58% | $4.12M |
| Waldron private wealth | 210.24K | 0.50% | $12.43M |
| Ausbil investment management | 11.29K | 0.35% | $657.36K |
| Segall bryant & hamill | 407.52K | 0.32% | $23.90M |
| Drum hill capital | 4.72K | 0.30% | $276.66K |
| Basswood capital management | 122.20K | 0.29% | $7.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nfj investment group | 726.05K | 1.46% | 620.64K |
| Fmr | 737.16K | 0.00% | 607.98K |
| Norges bank | 563.86K | 0.00% | 563.86K |
| Neuberger berman group | 4.02M | 0.17% | 226.35K |
| Ubs group | 276.44K | 0.00% | 156.05K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 7.54M | 0.01% | -279.52K |
| Fj capital management | - | - | -270.20K |
| Invesco | 151.85K | 0.00% | -185.30K |
| Blackrock funding, inc. /de | 7.44M | 0.01% | -162.30K |
| Basswood capital management | 122.20K | 0.29% | -144.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 563.86K | 0.00% | 563.86K | $34.78M |
| Numerai gp | 70.21K | 0.58% | 70.21K | $4.12M |
| D. e. shaw | 13.30K | 0.00% | 13.30K | $627.85K |
| Holocene advisors, lp | 8.43K | 0.00% | 8.43K | $494.45K |
| Quantinno capital management lp | 5.10K | 0.00% | 5.10K | $298.95K |
Sold Out
| Holder | Change |
|---|---|
| Global retirement partners | -1.00 |
| Parallel advisors | -1.00 |
| Ifp advisors | -2.00 |
| Claris advisors, llc / mo / | -3.00 |
| Mendota financial group | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 265 | 3.92% | 38,044,957 | -1.16% | 72 | 1.34% | 121 | -3.20% | 90 | 18.42% |
| Dec 31, 2024 | 140 | -45.31% | 20,917,165 | -43.39% | 39 | 0.82% | 65 | -44.44% | 39 | -55.17% |
| Sep 30, 2024 | 255 | 3.24% | 36,895,287 | -2.19% | 69 | 1.36% | 117 | -0.85% | 87 | 12.99% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.14M | 5.95% | - |
| Neuberger Berman Genesis Inv | 2.29M | 4.34% | 104.79K |
| Vanguard US Total Market Shares ETF | 1.68M | 3.18% | 1.93K |
| Vanguard Total Stock Mkt Idx Inv | 1.66M | 3.14% | -35.24K |
| Vanguard Small Cap Index | 1.28M | 2.43% | -8.75K |
| iShares Russell 2000 ETF | 1.28M | 2.42% | - |
| Calvert Small-Cap A | 1.18M | 2.24% | - |
| Calvert US Small-Cap Strategy | 1.18M | 2.24% | - |
| Vanguard Small Cap Value Index Inv | 825.85K | 1.56% | 1.83K |
| SPDR® S&P Dividend ETF | 592.30K | 1.12% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2025 | LEVY JEFFREY M | SVP & Chief Banking Officer | Sell | $88.38K |
| Jan 24, 2025 | LEVY JEFFREY M | SVP & Chief Banking Officer | Sell | $74.95K |
| Nov 25, 2024 | Whipple John F. | - | Sell | $287.80K |
| Nov 05, 2024 | MacPherson Kerrie D. | - | Buy | $19.90K |
| Nov 06, 2024 | Bolus Mark J. | - | Sell | $152.43K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
| 2024 Q4 | 2 | 3 |
| 2024 Q3 | - | - |
CBU Ownership FAQ
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