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 6.36% of its assets in Community Bank System shares.

CBU Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockCommunity Bank System39.83%1.33%58.85%
SectorFinancial Services Stocks 40.08%14.24%45.69%
IndustryRegional Banks Stocks41.99%11.95%46.06%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Blackrock funding, inc. /de7.51M14.30%$463.16M
Blackrock7.54M14.29%$356.06M
Vanguard group6.43M12.25%$396.88M
State street3.64M6.93%$226.05M
Neuberger berman group3.39M6.45%$208.87M
Morgan stanley2.34M4.43%$110.40M
Dimensional fund advisors lp1.77M3.38%$109.47M
Geode capital management1.20M2.29%$74.17M
Federated hermes831.39K1.58%$51.28M
Charles schwab investment management661.32K1.26%$40.79M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Waterford advisors44.86K1.41%$2.77M
Community bank, n.a.115.95K0.92%$7.15M
Deprince race & zollo524.77K0.64%$32.37M
Quantedge capital pte28.10K0.63%$1.73M
Ausbil investment management16.77K0.63%$1.04M
Waldron private wealth228.07K0.57%$14.07M
Jacobi capital management104.62K0.48%$6.45M
Segall bryant & hamill462.66K0.39%$28.54M
Alliance wealth advisors11.37K0.39%$701.30K
Carl p. sherr8.17K0.26%$503.92K

Top Buyers

HolderShares% AssetsChange
Norges bank563.86K0.00%563.86K
Deprince race & zollo524.77K0.64%524.77K
State street3.64M0.01%350.30K
Jpmorgan chase348.40K0.00%236.03K
Neuberger berman group3.39M0.17%220.94K

Top Sellers

HolderShares% AssetsChange
Blackrock7.54M0.01%-279.52K
Blackrock funding, inc. /de7.51M0.01%-182.05K
Nuveen asset management238.49K0.00%-140.46K
Nottingham advisors11.21K0.09%-112.60K
Goldman sachs group510.23K0.01%-110.59K

New Positions

HolderShares% AssetsChangeValue
Norges bank563.86K0.00%563.86K$34.78M
Deprince race & zollo524.77K0.64%524.77K$32.37M
Tudor investment corp et al33.07K0.01%33.07K$2.04M
Quantedge capital pte28.10K0.63%28.10K$1.73M
Canada pension plan investment board25.20K0.00%25.20K$1.55M

Sold Out

HolderChange
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


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024140-45.31%20,917,165-43.39%390.82%65-44.44%39-55.17%
Sep 30, 20242553.24%36,895,287-2.19%691.36%117-0.85%8712.99%
Jun 30, 20242452.94%37,707,6960.07%711.40%11715.84%77-13.48%
Mar 31, 2024238-3.64%37,680,290-4.11%711.32%101-17.21%8911.25%
Dec 31, 20232474.66%39,294,3420.30%731.37%1224.27%801.27%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
iShares Core S&P Small-Cap ETF3.35M6.36%-
Neuberger Berman Genesis Inv2.03M3.85%98.45K
Vanguard Total Stock Mkt Idx Inv1.67M3.17%5.10K
Vanguard Small Cap Index1.34M2.55%2.39K
iShares Russell 2000 ETF1.32M2.51%-
Calvert US Small-Cap Strategy1.20M2.28%10.70K
Calvert Small-Cap A1.20M2.28%-
Vanguard Small Cap Value Index Inv886.91K1.68%-1.67K
Vanguard Institutional Extnd Mkt Idx Tr795.13K1.51%207.00
Federated Hermes US Smid Eq R EUR Acc589.75K1.12%6.07K

Recent Insider Transactions


DateNameRoleActivityValue
Jan 24, 2025LEVY JEFFREY M SVP & Chief Banking OfficerSell$74.95K
Nov 25, 2024Whipple John F.-Sell$287.80K
Nov 05, 2024MacPherson Kerrie D.-Buy$19.90K
Nov 06, 2024Bolus Mark J.-Sell$152.43K
Nov 06, 2024Bolus Mark J.-Sell$134.25K

Insider Transactions Trends


DateBuySell
2025 Q1-1
2024 Q423
2024 Q3--
2024 Q21-
2024 Q112

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 41.99%, 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 6.36% of its total shares outstanding invested in 3.35M Community Bank System shares.

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