Community Bank System Ownership | Who Owns Community Bank System?
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
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Community Bank System | 39.83% | 1.33% | 58.85% |
| Sector | Financial Services Stocks | 40.08% | 14.24% | 45.69% |
| Industry | Regional Banks Stocks | 41.99% | 11.95% | 46.06% |
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 |
| Nuveen asset management | 238.49K | 0.00% | -140.46K |
| Nottingham advisors | 11.21K | 0.09% | -112.60K |
| 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 |
| 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 | 3.35M | 6.36% | - |
| Neuberger Berman Genesis Inv | 2.03M | 3.85% | 98.45K |
| Vanguard Total Stock Mkt Idx Inv | 1.67M | 3.17% | 5.10K |
| Vanguard Small Cap Index | 1.34M | 2.55% | 2.39K |
| iShares Russell 2000 ETF | 1.32M | 2.51% | - |
| 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 | 886.91K | 1.68% | -1.67K |
| Vanguard Institutional Extnd Mkt Idx Tr | 795.13K | 1.51% | 207.00 |
| Federated Hermes US Smid Eq R EUR Acc | 589.75K | 1.12% | 6.07K |
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 Q1 | - | 1 |
| 2024 Q4 | 2 | 3 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | 2 |
CBU Ownership FAQ
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