Community Bank System Ownership | Who Owns Community Bank System?
Community Bank System Ownership Summary
Community Bank System is owned by 74.14% institutional investors, 1.04% insiders, and 24.82% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.40% 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 | 74.14% | 1.04% | 24.82% |
| Sector | Financial Services Stocks | 51.64% | 15.54% | 32.82% |
| Industry | Regional Banks Stocks | 53.95% | 12.38% | 33.68% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 7.60M | 14.40% | $432.15M |
| Blackrock | 7.54M | 14.29% | $356.06M |
| Vanguard group | 6.43M | 12.25% | $396.88M |
| State street | 3.64M | 6.93% | $226.05M |
| Neuberger berman group | 3.39M | 6.45% | $208.87M |
| Morgan stanley | 2.34M | 4.43% | $110.40M |
| Dimensional fund advisors lp | 1.77M | 3.38% | $109.47M |
| Geode capital management | 1.20M | 2.29% | $74.17M |
| Federated hermes | 831.39K | 1.58% | $51.28M |
| Charles schwab investment management | 661.32K | 1.26% | $40.79M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Fj capital management | 270.20K | 1.63% | $15.37M |
| Community bank, n.a. | 118.28K | 0.88% | $6.73M |
| Basswood capital management | 267.02K | 0.70% | $15.19M |
| Deprince race & zollo | 585.53K | 0.69% | $34.34M |
| Waldron private wealth | 216.12K | 0.54% | $12.39M |
| Jacobi capital management | 104.62K | 0.48% | $6.45M |
| Segall bryant & hamill | 462.66K | 0.39% | $28.54M |
| Ausbil investment management | 11.29K | 0.35% | $657.36K |
| Drum hill capital | 4.72K | 0.30% | $276.66K |
| Alliance wealth advisors | 10.68K | 0.28% | $625.98K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 563.86K | 0.00% | 563.86K |
| State street | 3.64M | 0.01% | 350.30K |
| Basswood capital management | 267.02K | 0.70% | 267.02K |
| Jpmorgan chase | 348.40K | 0.00% | 236.03K |
| Neuberger berman group | 3.39M | 0.17% | 220.94K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 7.54M | 0.01% | -279.52K |
| Assenagon asset management | - | - | -144.82K |
| Nuveen asset management | 238.49K | 0.00% | -140.46K |
| Goldman sachs group | 510.23K | 0.01% | -110.59K |
| Jane street group | 23.38K | 0.00% | -103.85K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 563.86K | 0.00% | 563.86K | $34.78M |
| Basswood capital management | 267.02K | 0.70% | 267.02K | $15.19M |
| Susquehanna portfolio strategies | 22.05K | 0.03% | 22.05K | $1.25M |
| Two sigma advisers, lp | 13.30K | 0.00% | 13.30K | $627.89K |
| D. e. shaw | 13.30K | 0.00% | 13.30K | $627.85K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 245 | 2.94% | 37,707,696 | 0.07% | 71 | 1.40% | 117 | 15.84% | 77 | -13.48% |
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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