Community Bank System Ownership | Who Owns Community Bank System?
Community Bank System Ownership Summary
Community Bank System is owned by 23.09% institutional investors, 0.78% insiders, and 76.13% 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 6.11% of its assets in Community Bank System shares.
CBU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Community Bank System | 23.09% | 0.78% | 76.13% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 7.54M | 14.29% | $356.06M |
| Blackrock funding, inc. /de | 7.51M | 13.40% | $440.69M |
| Vanguard group | 6.28M | 11.19% | $360.45M |
| Neuberger berman group | 3.72M | 6.63% | $217.91M |
| State street | 3.15M | 5.62% | $186.20M |
| Fmr | 3.03M | 5.40% | $177.50M |
| Morgan stanley | 1.86M | 3.32% | $109.15M |
| Dimensional fund advisors lp | 1.82M | 3.24% | $106.65M |
| Geode capital management | 1.30M | 2.32% | $76.13M |
| Federated hermes | 754.80K | 1.35% | $44.27M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Riggs asset managment | 417.16K | 5.04% | $24.47M |
| Nfj investment group | 679.96K | 1.51% | $39.88M |
| Community bank, n.a. | 100.31K | 0.70% | $5.88M |
| Ausbil investment management | 22.97K | 0.68% | $1.36M |
| Deprince race & zollo | 530.87K | 0.59% | $31.14M |
| Alliance wealth advisors | 20.82K | 0.53% | $1.22M |
| Hilton capital management | 74.12K | 0.33% | $4.35M |
| Waldron private wealth | 122.05K | 0.28% | $7.16M |
| Drum hill capital | 4.72K | 0.25% | $276.71K |
| Jacobi capital management | 62.91K | 0.21% | $3.69M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 3.03M | 0.01% | 1.35M |
| Norges bank | 678.84K | 0.00% | 678.84K |
| Vanguard fiduciary trust | 345.64K | 0.01% | 345.64K |
| Two sigma investments, lp | 96.36K | 0.00% | 96.36K |
| Goldman sachs group | 524.56K | 0.00% | 92.70K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Public employees retirement association of colorado | 5.91K | 0.00% | -375.17K |
| Segall bryant & hamill | - | - | -371.22K |
| Blackrock | 7.54M | 0.01% | -279.52K |
| Fj capital management | - | - | -270.20K |
| Balyasny asset management | 67.94K | 0.01% | -249.33K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 678.84K | 0.00% | 678.84K | $38.99M |
| Vanguard fiduciary trust | 345.64K | 0.01% | 345.64K | $20.27M |
| Exoduspoint capital management, lp | 76.99K | 0.04% | 76.99K | $4.52M |
| Vanguard asset management | 46.34K | 0.00% | 46.34K | $2.72M |
| Canandaigua national | 26.41K | 0.14% | 26.41K | $1.55M |
Sold Out
| Holder | Change |
|---|---|
| True wealth design | -1.00 |
| Global retirement partners | -1.00 |
| Claris advisors, llc / mo / | -3.00 |
| Mendota financial group | -3.00 |
| Global financial private client | -7.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 144 | -45.45% | 12,944,188 | -67.65% | 23 | 0.45% | 63 | -50.78% | 42 | -50.59% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.21M | 6.11% | 702.00 |
| Neuberger Berman Genesis Inv | 2.29M | 4.34% | 104.79K |
| Neuberger Genesis Inv | 2.09M | 3.97% | -121.21K |
| Vanguard Total Stock Mkt Idx Inv | 1.71M | 3.24% | 7.29K |
| Vanguard US Total Market Shares ETF | 1.68M | 3.18% | 1.93K |
| iShares Russell 2000 ETF | 1.23M | 2.34% | 10.34K |
| Vanguard Small Cap Index | 1.21M | 2.31% | -2.42K |
| Calvert US Small-Cap SMA | 877.26K | 1.67% | 876.46K |
| Calvert US Small-Cap Strategy | 861.78K | 1.64% | -15.48K |
| Calvert Small-Cap A | 861.78K | 1.64% | - |
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 Q2 | - | - |
| 2026 Q1 | - | 3 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | 1 |
| 2025 Q2 | - | - |
CBU Ownership FAQ
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