Community Bank System Ownership | Who Owns Community Bank System?

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Community Bank System Ownership Summary

Community Bank System is owned by 39.83% institutional investors, 1.33% insiders, and 58.85% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 14.30% of CBU shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.17% of its assets in Community Bank System shares.

CBU Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Community Bank System	39.83%	1.33%	58.85%
Sector	Financial Services Stocks	40.29%	14.61%	45.11%
Industry	Regional Banks Stocks	42.21%	12.07%	45.72%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	7.51M	14.30%	$463.16M
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
Waterford advisors	44.86K	1.41%	$2.77M
Community bank, n.a.	115.95K	0.92%	$7.15M
Deprince race & zollo	524.77K	0.64%	$32.37M
Quantedge capital pte	28.10K	0.63%	$1.73M
Ausbil investment management	16.77K	0.63%	$1.04M
Waldron private wealth	228.07K	0.57%	$14.07M
Jacobi capital management	104.62K	0.48%	$6.45M
Segall bryant & hamill	462.66K	0.39%	$28.54M
Alliance wealth advisors	11.37K	0.39%	$701.30K
Carl p. sherr	8.17K	0.26%	$503.92K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	563.86K	0.00%	563.86K
Deprince race & zollo	524.77K	0.64%	524.77K
State street	3.64M	0.01%	350.30K
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
Blackrock funding, inc. /de	7.51M	0.01%	-182.05K
Assenagon asset management	-	-	-144.82K
Nuveen asset management	238.49K	0.00%	-140.46K
Nottingham advisors	11.21K	0.09%	-112.60K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	563.86K	0.00%	563.86K	$34.78M
Deprince race & zollo	524.77K	0.64%	524.77K	$32.37M
Tudor investment corp et al	33.07K	0.01%	33.07K	$2.04M
Quantedge capital pte	28.10K	0.63%	28.10K	$1.73M
Canada pension plan investment board	25.20K	0.00%	25.20K	$1.55M

Sold Out

Holder	Change
Parallel advisors	-1.00
Mendota financial group	-3.00
Claris advisors, llc / mo /	-3.00
Voisard asset management group	-7.00
Nelson, van denburg & campbell wealth management group	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	238	-3.64%	37,680,290	-4.11%	71	1.32%	101	-17.21%	89	11.25%
Dec 31, 2023	247	4.66%	39,294,342	0.30%	73	1.37%	122	4.27%	80	1.27%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.26M	6.17%	-
Neuberger Berman Genesis Inv	2.19M	4.14%	161.88K
Vanguard US Total Market Shares ETF	1.68M	3.18%	1.93K
Vanguard Total Stock Mkt Idx Inv	1.68M	3.17%	8.05K
iShares Russell 2000 ETF	1.32M	2.50%	-
Vanguard Small Cap Index	1.31M	2.48%	-29.18K
Calvert US Small-Cap Strategy	1.20M	2.28%	10.70K
Calvert Small-Cap A	1.20M	2.28%	-
Vanguard Small Cap Value Index Inv	850.32K	1.61%	-33.59K
Vanguard Institutional Extnd Mkt Idx Tr	815.17K	1.54%	18.93K

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Nov 06, 2024	Bolus Mark J.	-	Sell	$134.25K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	-
2025 Q1	-	1
2024 Q4	2	3
2024 Q3	-	-
2024 Q2	1	-

CBU Ownership FAQ

Who Owns Community Bank System?

Community Bank System shareholders are primarily institutional investors at 39.83%, followed by 1.33% insiders and 58.84% retail investors. The average institutional ownership in Community Bank System's industry, Regional Banks Stocks, is 42.21%, which Community Bank System falls below.

Who owns the most shares of Community Bank System?

Community Bank System’s largest shareholders are Blackrock funding, inc. /de (7.51M shares, 14.30%), Blackrock (7.54M shares, 14.29%), and Vanguard group (6.43M shares, 12.25%). Together, they hold 40.84% of Community Bank System’s total shares outstanding.

Does Blackrock own Community Bank System?

Yes, BlackRock owns 14.29% of Community Bank System, totaling 7.54M shares as of Jun 2024. This represents 0.01% of BlackRock's total assets, with a market value of 356.06M$. In the last quarter, BlackRock decreased its holdings by -280K shares, a -3.57% change.

Who is Community Bank System’s biggest shareholder by percentage of total assets invested?

Waterford advisors is Community Bank System’s biggest shareholder by percentage of total assets invested, with 1.41% of its assets in 44.86K Community Bank System shares, valued at 2.77M$.

Who is the top mutual fund holder of Community Bank System shares?

iShares Core S&P Small-Cap ETF is the top mutual fund holder of Community Bank System shares, with 6.17% of its total shares outstanding invested in 3.26M Community Bank System shares.

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