Community Bank System Ownership | Who Owns Community Bank System?
Community Bank System Ownership Summary
Community Bank System is owned by 59.83% institutional investors, 1.04% insiders, and 39.13% 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 6.05% of its assets in Community Bank System shares.
CBU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Community Bank System | 59.83% | 1.04% | 39.13% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.54% | 12.70% | 55.76% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.54M | 14.29% | $356.06M |
| Blackrock funding, inc. /de | 7.54M | 13.45% | $433.18M |
| Vanguard group | 6.28M | 11.19% | $360.45M |
| Neuberger berman group | 4.02M | 7.62% | $235.87M |
| State street | 3.13M | 5.58% | $181.12B |
| Morgan stanley | 2.01M | 3.58% | $115.19M |
| Dimensional fund advisors lp | 1.80M | 3.21% | $103.28M |
| Geode capital management | 1.25M | 2.23% | $71.73M |
| Fmr | 737.16K | 1.40% | $43.23M |
| Nfj investment group | 726.05K | 1.38% | $42.58M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Riggs asset managment | 401.45K | 4.65% | $23.06M |
| Nfj investment group | 726.05K | 1.46% | $42.58M |
| Community bank, n.a. | 102.51K | 0.70% | $5.89M |
| Ausbil investment management | 19.45K | 0.63% | $1.12M |
| Numerai gp | 70.21K | 0.58% | $4.12M |
| Deprince race & zollo | 477.68K | 0.53% | $27.44M |
| Alliance wealth advisors | 20.82K | 0.52% | $1.20M |
| Waldron private wealth | 210.24K | 0.48% | $12.08M |
| Segall bryant & hamill | 407.52K | 0.32% | $23.90M |
| Basswood capital management | 122.20K | 0.29% | $7.17M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 678.84K | 0.00% | 678.84K |
| Nfj investment group | 726.05K | 1.46% | 620.64K |
| Fmr | 737.16K | 0.00% | 607.98K |
| Riggs asset managment | 401.45K | 4.65% | 353.66K |
| Neuberger berman group | 4.02M | 0.17% | 226.35K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 7.54M | 0.01% | -279.52K |
| Fj capital management | - | - | -270.20K |
| Morgan stanley | 2.01M | 0.01% | -261.03K |
| Invesco | 151.85K | 0.00% | -185.30K |
| State street | 3.13M | 0.01% | -168.25K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 678.84K | 0.00% | 678.84K | $38.99M |
| Numerai gp | 70.21K | 0.58% | 70.21K | $4.12M |
| Elo mutual pension insurance | 21.44K | 0.02% | 21.44K | $1.23M |
| Gsa capital partners llp | 14.75K | 0.07% | 14.75K | $847.00K |
| D. e. shaw | 13.30K | 0.00% | 13.30K | $627.85K |
Sold Out
| Holder | Change |
|---|---|
| Global retirement partners | -1.00 |
| Parallel advisors | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.19M | 6.05% | -379.86K |
| Neuberger Berman Genesis Inv | 2.29M | 4.34% | 104.79K |
| Neuberger Genesis Inv | 2.21M | 4.19% | -203.72K |
| Vanguard Total Stock Mkt Idx Inv | 1.68M | 3.19% | 6.33K |
| Vanguard US Total Market Shares ETF | 1.68M | 3.18% | 1.93K |
| iShares Russell 2000 ETF | 1.28M | 2.43% | 114.23K |
| Vanguard Small Cap Index | 1.19M | 2.26% | 947.00 |
| Calvert Small-Cap A | 877.26K | 1.67% | -87.38K |
| Calvert US Small-Cap Strategy | 877.26K | 1.67% | -304.97K |
| Calvert US Small-Cap SMA | 877.26K | 1.67% | 876.46K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 29, 2025 | Gillan-Myer Maureen A | EVP, Chief Admin & HR Officer | Sell | $203.05K |
| Feb 04, 2026 | Whipple John F. | - | Sell | $276.70K |
| Feb 03, 2026 | STEELE SALLY A | - | Sell | $256.48K |
| Feb 03, 2026 | STICKELS ERIC | - | Sell | $129.49K |
| Aug 27, 2025 | LEVY JEFFREY M | SVP & Chief Banking Officer | Sell | $88.38K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
| 2025 Q1 | - | 1 |
CBU Ownership FAQ
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