Community Bank System Ownership | Who Owns Community Bank System?

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Community Bank System Ownership Summary

Community Bank System is owned by 69.75% institutional investors, 1.29% insiders, and 28.95% 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 6.41% of its assets in Community Bank System shares.

CBU Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Community Bank System	69.75%	1.29%	28.95%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock	7.54M	14.29%	$356.06M
Vanguard group	6.40M	12.14%	$302.31M
State street	3.64M	6.91%	$173.60M
Neuberger berman group	3.13M	5.93%	$147.68M
Morgan stanley	2.34M	4.43%	$110.40M
Dimensional fund advisors lp	1.77M	3.36%	$83.59M
Geode capital management	1.20M	2.27%	$56.67M
Goldman sachs group	731.72K	1.39%	$34.54M
Federated hermes	691.88K	1.31%	$32.66M
Charles schwab investment management	643.13K	1.22%	$30.36M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Community bank, n.a.	118.07K	0.73%	$5.57M
Nottingham advisors	128.29K	0.72%	$6.06M
Alliance wealth advisors	18.96K	0.56%	$895.15K
Waldron private wealth	228.07K	0.49%	$10.87M
Jacobi capital management	104.30K	0.43%	$4.92M
Segall bryant & hamill	498.11K	0.42%	$23.52M
Nfj investment group	149.85K	0.22%	$7.07M
Carl p. sherr	8.17K	0.22%	$385.70K
Minerva advisors	6.62K	0.21%	$312.24K
Pathway financial advisors	14.18K	0.18%	$669.53K

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	496.41K	0.00%	496.41K
Dimensional fund advisors lp	1.77M	0.02%	142.91K
Victory capital management	213.17K	0.01%	132.70K
Assenagon asset management	182.40K	0.02%	110.29K
Goldman sachs group	731.72K	0.01%	76.11K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	7.54M	0.01%	-279.52K
Holocene advisors, lp	-	-	-195.31K
Vanguard group	6.40M	0.01%	-125.72K
Tudor investment corp et al	-	-	-114.20K
Boston partners	-	-	-74.08K

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	496.41K	0.00%	496.41K	$23.44M
Two sigma investments, lp	57.67K	0.01%	57.67K	$2.72M
Corebridge financial	30.37K	0.01%	30.37K	$1.43M
Mirae asset global etfs	27.66K	0.00%	27.66K	$1.31M
Algert global	13.60K	0.02%	13.60K	$642.00K

Sold Out

Holder	Change
Parallel advisors	-1.00
Nelson, van denburg & campbell wealth management group	-11.00
Manchester capital management	-16.00
Gamma investing	-43.00
Oakworth capital	-84.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2023	236	4.89%	39,177,085	-4.22%	73	1.26%	117	23.16%	79	-8.14%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Small-Cap ETF	3.37M	6.41%	-
Neuberger Berman Genesis Inv	1.93M	3.67%	-9.28K
Vanguard Total Stock Mkt Idx Inv	1.67M	3.17%	-10.89K
Vanguard Small Cap Index	1.32M	2.51%	2.60K
iShares Russell 2000 ETF	1.29M	2.45%	-
Calvert Small-Cap A	1.19M	2.27%	-
Calvert US Small-Cap Strategy	1.19M	2.27%	-87.67K
Vanguard Small Cap Value Index Inv	890.30K	1.69%	-308.00
Vanguard Institutional Extnd Mkt Idx Tr	790.57K	1.50%	-5.27K
SPDR® S&P Dividend ETF	631.28K	1.20%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
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
Nov 05, 2024	MacPherson Kerrie D.	-	Buy	$19.90K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	2	3
2024 Q3	-	-
2024 Q2	1	-
2024 Q1	1	2
2023 Q4	1	1

CBU Ownership FAQ

Who Owns Community Bank System?

Community Bank System shareholders are primarily institutional investors at 69.75%, followed by 1.29% insiders and 28.96% retail investors. The average institutional ownership in Community Bank System's industry, Regional Banks Stocks, is 51.67%, which Community Bank System exceeds.

Who owns the most shares of Community Bank System?

Community Bank System’s largest shareholders are Blackrock (7.54M shares, 14.29%), Vanguard group (6.4M shares, 12.14%), and State street (3.64M shares, 6.91%). Together, they hold 33.34% 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 0.73% of its assets in 118.07K Community Bank System shares, valued at 5.57M$.

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 6.41% of its total shares outstanding invested in 3.37M Community Bank System shares.

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