Community Bank System Ownership | Who Owns Community Bank System?
Community Bank System Ownership Summary
Community Bank System is owned by 71.46% institutional investors, 1.29% insiders, and 27.24% 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 6.34% of its assets in Community Bank System shares.
CBU Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Community Bank System | 71.46% | 1.29% | 27.24% |
| Sector | Financial Services Stocks | 43.66% | 12.57% | 43.78% |
| Industry | Regional Banks Stocks | 49.60% | 11.62% | 38.78% |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2023 | 225 | -8.54% | 40,902,204 | 4.15% | 76 | 1.43% | 95 | -15.93% | 86 | 3.61% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 3.33M | 6.34% | - |
| 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 US Small-Cap Strategy | 1.28M | 2.44% | - |
| Calvert Small-Cap A | 1.19M | 2.27% | - |
| Vanguard Small Cap Value Index Inv | 890.30K | 1.69% | -308.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 795.84K | 1.51% | 1.46K |
| iShares S&P Small-Cap 600 Value ETF | 544.78K | 1.04% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| Jun 13, 2024 | Karaivanov Dimitar | President & CEO | Buy | $43.52K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 2 | 2 |
| 2024 Q3 | - | - |
| 2024 Q2 | 1 | - |
| 2024 Q1 | 1 | 2 |
| 2023 Q4 | 1 | 1 |
CBU Ownership FAQ
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