Community Bank System Ownership | Who Owns Community Bank System?

Overview Forecast RevenueFinancials Chart Transcripts

Community Bank System Ownership Summary

Community Bank System is owned by 72.08% institutional investors, 1.04% insiders, and 26.88% 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 6.07% of its assets in Community Bank System shares.

CBU Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Community Bank System	72.08%	1.04%	26.88%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.06%	12.02%	49.92%

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
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
Nfj investment group	130.63K	0.26%	$8.06M

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
Goldman sachs group	510.23K	0.01%	-110.59K

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
Quantedge capital pte	28.10K	0.63%	28.10K	$1.73M
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
Parallel advisors	-1.00
Ifp advisors	-2.00
Claris advisors, llc / mo /	-3.00
Mendota financial group	-3.00
Voisard asset management group	-7.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Mar 31, 2024	238	-3.64%	37,680,290	-4.11%	71	1.32%	101	-17.21%	89	11.25%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.21M	6.07%	-
Neuberger Berman Genesis Inv	2.19M	4.14%	161.88K
Vanguard Total Stock Mkt Idx Inv	1.68M	3.19%	6.82K
Vanguard US Total Market Shares ETF	1.68M	3.18%	1.93K
iShares Russell 2000 ETF	1.35M	2.55%	-
Vanguard Small Cap Index	1.32M	2.50%	6.74K
Calvert US Small-Cap Strategy	1.18M	2.24%	-20.73K
Calvert Small-Cap A	1.18M	2.24%	-20.73K
Vanguard Small Cap Value Index Inv	853.02K	1.61%	2.70K
Vanguard Institutional Extnd Mkt Idx Tr	816.09K	1.54%	923.00

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 72.08%, followed by 1.04% insiders and 26.88% retail investors. The average institutional ownership in Community Bank System's industry, Regional Banks Stocks, is 38.06%, which Community Bank System exceeds.

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?

Community bank, n.a is Community Bank System’s biggest shareholder by percentage of total assets invested, with 0.92% of its assets in 115.95K Community Bank System shares, valued at 7.15M$.

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 6.07% of its total shares outstanding invested in 3.21M Community Bank System shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools