Community Bank System Ownership 2024 | Who Owns Community Bank System Now?
Institutional Ownership
13.89%
Insider Ownership
1.28%
Retail Ownership
84.83%
Institutional Holders
116.00
Community Bank System Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.29% | 0.01% | 7,542,091 | -279,516 | -3.57% | 356,062,116 | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.14% | 0.01% | 6,403,606 | -125,720 | -1.93% | 302,314,238 | Jun 30, 2024 |
| STATE STREET CORP | 6.91% | 0.01% | 3,643,854 | -49,903 | -1.35% | 173,604,638,000 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 5.93% | 0.12% | 3,128,051 | -33,191 | -1.05% | 147,675,287 | Jun 30, 2024 |
| MORGAN STANLEY | 4.43% | 0.01% | 2,338,488 | 68,945 | 3.04% | 110,400,110 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.36% | 0.02% | 1,770,648 | 142,909 | 8.78% | 83,588,283 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.27% | 0.01% | 1,200,108 | 28,123 | 2.40% | 56,668,583 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.39% | 0.01% | 731,717 | 76,115 | 11.61% | 34,544,357 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.31% | 0.08% | 691,879 | 44,137 | 6.81% | 32,663,607,000 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.22% | 0.01% | 643,128 | 19,264 | 3.09% | 30,362,073 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.10% | 0.01% | 582,641 | -10,983 | -1.85% | 27,506,493 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.02% | 0.00% | 539,338 | -17,121 | -3.08% | 25,462,146,000 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.94% | 0.42% | 498,112 | -72,485 | -12.70% | 23,515,868 | Jun 30, 2024 |
| NORGES BANK | 0.94% | 0.00% | 496,409 | 496,409 | 100.00% | 23,435,469 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.80% | 0.01% | 421,488 | -67,233 | -13.76% | 19,899,364 | Jun 30, 2024 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 0.72% | 0.08% | 382,087 | -628 | -0.16% | 18,038,000 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.56% | 0.00% | 294,833 | 31,466 | 11.95% | 13,919,070 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.49% | 0.01% | 260,262 | -16,579 | -5.99% | 12,286,969,000 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.44% | 0.04% | 233,253 | -18,290 | -7.27% | 11,011,874 | Jun 30, 2024 |
| WALDRON PRIVATE WEALTH LLC | 0.43% | 0.49% | 228,070 | - | - | 10,869,816 | Jun 30, 2024 |
Community Bank System's largest institutional shareholder is BLACKROCK INC., holding 14.29% of the company's total share outstanding, currently valued at $356.06M. The top 10 institutional shareholders own together 53.24% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COMMUNITY BANK, N.A. | 0.22% | 0.73% | 118,070 | -4,157 | -3.40% | 5,574,084 | Jun 30, 2024 |
| NOTTINGHAM ADVISORS, INC. | 0.24% | 0.72% | 128,294 | -86 | -0.07% | 6,056,778 | Jun 30, 2024 |
| ALLIANCE WEALTH ADVISORS, LLC | 0.04% | 0.56% | 18,961 | - | - | 895,149 | Jun 30, 2024 |
| WALDRON PRIVATE WEALTH LLC | 0.43% | 0.49% | 228,070 | - | - | 10,869,816 | Jun 30, 2024 |
| JACOBI CAPITAL MANAGEMENT LLC | 0.20% | 0.43% | 104,298 | 16,886 | 19.32% | 4,923,902 | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.94% | 0.42% | 498,112 | -72,485 | -12.70% | 23,515,868 | Jun 30, 2024 |
| OLYMPIAD RESEARCH LP | 0.01% | 0.22% | 6,340 | 6,340 | 100.00% | 299,311 | Jun 30, 2024 |
| NFJ INVESTMENT GROUP, LLC | 0.28% | 0.22% | 149,849 | -7,372 | -4.69% | 7,074,372 | Jun 30, 2024 |
| CARL P. SHERR & CO., LLC | 0.02% | 0.22% | 8,170 | - | - | 385,704 | Jun 30, 2024 |
| MINERVA ADVISORS LLC | 0.01% | 0.21% | 6,618 | - | - | 312,237 | Jun 30, 2024 |
| PATHWAY FINANCIAL ADVISORS LLC | 0.03% | 0.18% | 14,182 | -741 | -4.97% | 669,532 | Jun 30, 2024 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 0.06% | 0.17% | 33,505 | - | - | 1,581,771 | Jun 30, 2024 |
| MELFA WEALTH MANAGEMENT, LLC | 0.01% | 0.16% | 4,825 | - | - | 227,789 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.03% | 0.15% | 16,362 | 16,362 | 100.00% | 772,450 | Jun 30, 2024 |
| HAMEL ASSOCIATES, INC. | 0.02% | 0.14% | 9,550 | - | - | 450,856 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.02% | 0.14% | 8,238 | -37,615 | -82.03% | 388,916 | Jun 30, 2024 |
| INVESCO, LLC | 0.01% | 0.14% | 6,932 | -10 | -0.14% | 327,260 | Jun 30, 2024 |
| HILTON CAPITAL MANAGEMENT, LLC | 0.06% | 0.13% | 33,646 | 963 | 2.95% | 1,588,428 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.10% | 0.13% | 53,643 | 30,683 | 133.64% | 2,532,486 | Jun 30, 2024 |
| CITIZENS & NORTHERN CORP | 0.02% | 0.12% | 8,427 | 8,427 | 100.00% | 397,839 | Jun 30, 2024 |
The largest Community Bank System shareholder by % of total assets is COMMUNITY BANK, N.A.. The company owns 118.07K shares of Community Bank System (CBU), representing 0.73% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.94% | 0.00% | 496,409 | 496,409 | 100.00% | 23,435,469 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 3.36% | 0.02% | 1,770,648 | 142,909 | 8.78% | 83,588,283 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 0.40% | 0.01% | 213,167 | 132,697 | 164.90% | 10,063,614 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.35% | 0.02% | 182,397 | 110,288 | 152.95% | 8,610,962 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.39% | 0.01% | 731,717 | 76,115 | 11.61% | 34,544,357 | Jun 30, 2024 |
| MORGAN STANLEY | 4.43% | 0.01% | 2,338,488 | 68,945 | 3.04% | 110,400,110 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.11% | 0.01% | 57,673 | 57,673 | 100.00% | 2,722,742 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 1.31% | 0.08% | 691,879 | 44,137 | 6.81% | 32,663,607,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.21% | 0.00% | 109,993 | 40,356 | 57.95% | 5,192,769 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.56% | 0.00% | 294,833 | 31,466 | 11.95% | 13,919,070 | Jun 30, 2024 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 0.10% | 0.13% | 53,643 | 30,683 | 133.64% | 2,532,486 | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | 0.06% | 0.01% | 30,449 | 30,449 | 100.00% | 1,437,497 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 30,366 | 30,366 | 100.00% | 1,433,579 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.27% | 0.01% | 1,200,108 | 28,123 | 2.40% | 56,668,583 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 27,659 | 27,659 | 100.00% | 1,305,781 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.05% | 0.02% | 24,729 | 23,193 | 1509.96% | 1,167,456 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 0.13% | 0.02% | 66,645 | 21,596 | 47.94% | 3,146,290 | Jun 30, 2024 |
| FMR LLC | 0.10% | 0.00% | 50,712 | 20,823 | 69.67% | 2,394,095 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.22% | 0.01% | 643,128 | 19,264 | 3.09% | 30,362,073 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.04% | 0.01% | 18,463 | 18,463 | 100.00% | 872,000 | Jun 30, 2024 |
As of Jun 30 2024, Community Bank System's largest institutional buyer is NORGES BANK. The company purchased 496.41K stocks of CBU, valued at $23.44M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 14.29% | 0.01% | 7,542,091 | -279,516 | -3.57% | 356,062,116 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | - | - | - | -195,311 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 12.14% | 0.01% | 6,403,606 | -125,720 | -1.93% | 302,314,238 | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -114,201 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -74,081 | -100.00% | - | Jun 30, 2024 |
| SEGALL BRYANT & HAMILL, LLC | 0.94% | 0.42% | 498,112 | -72,485 | -12.70% | 23,515,868 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.80% | 0.01% | 421,488 | -67,233 | -13.76% | 19,899,364 | Jun 30, 2024 |
| STATE STREET CORP | 6.91% | 0.01% | 3,643,854 | -49,903 | -1.35% | 173,604,638,000 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 0.01% | 0.00% | 7,599 | -46,555 | -85.97% | 356,413 | Jun 30, 2024 |
| WATERFORD ADVISORS, LLC | - | - | - | -44,863 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.10% | 0.00% | 55,093 | -38,322 | -41.02% | 2,601,000 | Jun 30, 2024 |
| NUMERAI GP LLC | 0.02% | 0.14% | 8,238 | -37,615 | -82.03% | 388,916 | Jun 30, 2024 |
| NEUBERGER BERMAN GROUP LLC | 5.93% | 0.12% | 3,128,051 | -33,191 | -1.05% | 147,675,287 | Jun 30, 2024 |
| MAN GROUP PLC | 0.10% | 0.01% | 54,438 | -30,644 | -36.02% | 2,570,018 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -28,739 | -100.00% | - | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.05% | 0.00% | 28,191 | -25,361 | -47.36% | 1,330,897 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -23,217 | -100.00% | - | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.08% | 0.01% | 42,812 | -20,497 | -32.38% | 2,021,155 | Jun 30, 2024 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 0.02% | 0.04% | 12,486 | -19,530 | -61.00% | 589,464 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.44% | 0.04% | 233,253 | -18,290 | -7.27% | 11,011,874 | Jun 30, 2024 |
As of Jun 30 2024, Community Bank System's biggest institutional seller is BLACKROCK INC.. The company sold -0.28M shares of CBU, valued at $356.06M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.94% | 0.00% | 496,409 | 496,409 | 100.00% | 23,435,469 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.11% | 0.01% | 57,673 | 57,673 | 100.00% | 2,722,742 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 30,366 | 30,366 | 100.00% | 1,433,579 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 0.00% | 27,659 | 27,659 | 100.00% | 1,305,781 | Jun 30, 2024 |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 0.03% | 0.00% | 17,808 | 17,808 | 100.00% | 840,716 | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | 0.03% | 0.01% | 13,764 | 13,764 | 100.00% | 649,798 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.03% | 0.02% | 13,603 | 13,603 | 100.00% | 642,000 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.03% | 0.00% | 13,299 | 13,299 | 100.00% | 627,846 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.02% | 0.00% | 11,390 | 11,390 | 100.00% | 537,722 | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 0.02% | 0.00% | 11,379 | 11,379 | 100.00% | 537,203 | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.02% | 0.00% | 8,895 | 8,895 | 100.00% | 420,000 | Jun 30, 2024 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.02% | 0.02% | 8,817 | 8,817 | 100.00% | 416,277 | Jun 30, 2024 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.01% | 0.00% | 6,956 | 6,956 | 100.00% | 328,393 | Jun 30, 2024 |
| ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 5,834 | 5,834 | 100.00% | 275,431 | Jun 30, 2024 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | 0.01% | 0.06% | 5,456 | 5,456 | 100.00% | 257,596 | Jun 30, 2024 |
| AUSBIL INVESTMENT MANAGEMENT LTD | 0.01% | 0.11% | 5,137 | 5,137 | 100.00% | 242,518 | Jun 30, 2024 |
| DARK FOREST CAPITAL MANAGEMENT LP | 0.01% | 0.04% | 4,886 | 4,886 | 100.00% | 230,668 | Jun 30, 2024 |
| IFG ADVISORY, LLC | 0.01% | 0.01% | 4,500 | 4,500 | 100.00% | 212,445 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.00% | 0.00% | 2,000 | 2,000 | 100.00% | 94,420 | Jun 30, 2024 |
| POINT72 (DIFC) LTD | 0.00% | 0.00% | 1,609 | 1,609 | 100.00% | 75,943 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,058 | 1,058 | 100.00% | 49,000 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 397 | 397 | 100.00% | 18,142 | Jun 30, 2024 |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 0.00% | 0.00% | 380 | 380 | 100.00% | 17,940 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 69 | 69 | 100.00% | 3,258 | Jun 30, 2024 |
| QUARRY LP | - | 0.00% | 24 | 24 | 100.00% | 1,133 | Jun 30, 2024 |
| ALLWORTH FINANCIAL LP | - | - | 20 | 20 | 100.00% | 1,151 | Jun 30, 2024 |
| HUNTINGTON NATIONAL BANK | - | - | 7 | 7 | 100.00% | 330 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 5 | 5 | 100.00% | 236 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | - | - | 1 | 1 | 100.00% | 1,000 | Jun 30, 2024 |
Community Bank System's largest new institutional shareholder by number of shares is NORGES BANK, purchased 496.41K shares, valued at $23.44M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HOLOCENE ADVISORS, LP | - | - | - | -195,311 | -100.00% | - | Jun 30, 2024 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -114,201 | -100.00% | - | Jun 30, 2024 |
| BOSTON PARTNERS | - | - | - | -74,081 | -100.00% | - | Jun 30, 2024 |
| WATERFORD ADVISORS, LLC | - | - | - | -44,863 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -28,739 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -23,217 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -14,959 | -100.00% | - | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | - | - | - | -12,330 | -100.00% | - | Jun 30, 2024 |
| LAURUS INVESTMENT COUNSEL INC. | - | - | - | -11,410 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -9,535 | -100.00% | - | Jun 30, 2024 |
| FIDELITY D & D BANCORP INC | - | - | - | -8,624 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -8,580 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -6,737 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -5,400 | -100.00% | - | Jun 30, 2024 |
| BROOKSTONE CAPITAL MANAGEMENT | - | - | - | -5,200 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| AE WEALTH MANAGEMENT LLC | - | - | - | -4,389 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -2,754 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -1,481 | -100.00% | - | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -364 | -100.00% | - | Jun 30, 2024 | |
| CAPITAL ADVISORS, LTD. LLC | - | - | - | -147 | -100.00% | - | Jun 30, 2024 |
| GAMMA INVESTING LLC | - | - | - | -43 | -100.00% | - | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | - | - | - | -16 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -11 | -100.00% | - | Jun 30, 2024 |
Community Bank System's largest sold out institutional shareholder by shares sold is HOLOCENE ADVISORS, LP, sold -0.20M shares, valued at -, as of undefined.
Community Bank System Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Walthausen Funds | 1.47% | 50,220 | - | - | Apr 30, 2023 |
| TAX MANAGED SMALL CAP PORTFOLIO | 0.91% | 47,999 | 25,450 | 112.87% | Jan 31, 2024 |
| NEUBERGER BERMAN EQUITY FUNDS | 0.20% | 2,024,735 | -26,951 | -1.31% | Feb 29, 2024 |
| NICHOLAS Ltd EDITION, INC. | 0.18% | 60,445 | - | - | Dec 31, 2023 |
| CALVERT IMPACT FUND INC | 0.11% | 1,279,937 | 56,446 | 4.61% | Mar 31, 2024 |
| TAX-MANAGED GROWTH PORTFOLIO | 0.08% | 31,868 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.08% | 351,053 | 41,744 | 13.50% | Feb 29, 2024 |
| BULLFINCH FUND INC | 0.07% | 1,200 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.07% | 37,485 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.07% | 53,500 | - | - | Mar 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.05% | 54,195 | -7,247 | -11.79% | Jan 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.05% | 26,701 | 171 | 0.64% | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.04% | 1,323 | - | - | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.04% | 64,152 | 624 | 0.98% | Mar 31, 2024 |
| Vericimetry Funds | 0.03% | 2,612 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.03% | 16,649 | - | - | Feb 29, 2024 |
| AIM FUNDS GROUP (INVESCO FUNDS GROUP) | 0.02% | 123,390 | - | - | Mar 31, 2024 |
| SYNTAX ETF TRUST | 0.02% | 747 | 240 | 47.34% | Mar 31, 2024 |
| DELAWARE VIP TRUST | 0.01% | 53,500 | - | - | Mar 28, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 86,724 | - | - | Mar 31, 2024 |
| OSI ETF Trust | 0.01% | 2,425 | - | - | Mar 31, 2022 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.01% | 16,100 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 7,898 | -278 | -3.40% | Mar 31, 2024 |
| FIRST TRUST VARIABLE INSURANCE TRUST | 0.01% | 62,599 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 4,753,294 | -801,965 | -14.44% | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.01% | 21,053 | -10,462 | -33.20% | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.01% | 14,430 | - | - | Mar 31, 2024 |
| Segall Bryant & Hamill Trust | 0.01% | 159,201 | 28,814 | 22.10% | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.01% | 500 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,646 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 27,160 | -1,720 | -5.96% | Jan 31, 2024 |
| Voya EQUITY TRUST | 0.01% | 9,754 | - | - | Feb 29, 2024 |
| AMG Funds IV | 0.01% | 18,480 | - | - | Jan 31, 2024 |
| Humankind Benefit Corp | 0.01% | 129 | 6 | 4.88% | Dec 31, 2023 |
| VANGUARD SPECIALIZED FUNDS | 0.01% | 306,642 | 225 | 0.07% | Jan 31, 2024 |
| STERLING CAPITAL FUNDS | 0.01% | 107,578 | -2,710 | -2.46% | Mar 28, 2024 |
| Virtus Investment Trust | 0.00% | 149,245 | 23,278 | 18.48% | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 180,218 | 5,554 | 3.18% | Jan 31, 2024 |
| RANGER FUNDS INVESTMENT TRUST | 0.00% | 157 | 157 | - | Apr 30, 2020 |
| EATON VANCE GROWTH TRUST | 0.00% | 41,494 | - | - | Feb 29, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 346,300 | - | - | Jan 31, 2024 |
| Fidelity Commonwealth Trust II | 0.00% | 23,154 | - | - | Aug 31, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.00% | 7,273 | - | - | Mar 31, 2024 |
| WESMARK FUNDS | 0.00% | 10,402 | - | - | Mar 31, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 15,371 | -677 | -4.22% | Mar 31, 2020 |
| JAMES ADVANTAGE FUNDS | 0.00% | 5,380 | - | - | Dec 31, 2023 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 235,112 | -4,208 | -1.76% | Jan 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 471,142 | 9,311 | 2.02% | Feb 29, 2024 |
| John Hancock Exchange-Traded Fund Trust | 0.00% | 13,409 | - | - | Jan 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 67,189 | 14,070 | 26.49% | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 5,517 | - | - | Mar 31, 2024 |
| ARCHER INVESTMENT SERIES TRUST | 0.00% | 618 | - | - | Feb 29, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 411,058 | -6,021 | -1.44% | Mar 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 10,465 | - | - | Feb 29, 2024 |
| AMG FUNDS | 0.00% | 52,545 | -1,850 | -3.40% | Mar 28, 2024 |
| OLD WESTBURY FUNDS INC | 0.00% | 225,000 | - | - | Jan 31, 2024 |
| DELAWARE GROUP EQUITY FUNDS V | 0.00% | 94,100 | - | - | Feb 29, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND II | 0.00% | 19,228 | 16,342 | 566.25% | Mar 31, 2024 |
| SHELTON FUNDS | 0.00% | 2,405 | -209 | -8.00% | Feb 29, 2024 |
| Victory Portfolios II | 0.00% | 64,531 | 62,794 | 3615.08% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 1,000 | - | - | Dec 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 1,161,194 | 268,475 | 30.07% | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.00% | 2,495 | - | - | Mar 31, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 33,105 | -2,584 | -7.24% | Mar 31, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 2,540 | - | - | Jan 31, 2024 |
| TIMOTHY PLAN | 0.00% | 4,783 | 639 | 15.42% | Mar 31, 2024 |
| Dimensional ETF Trust | 0.00% | 439,900 | 80,097 | 22.26% | Jan 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 436 | - | - | Apr 30, 2021 |
| PENN SERIES FUNDS INC | 0.00% | 21,335 | -859 | -3.87% | Mar 28, 2024 |
| Krane Shares Trust | 0.00% | 12,715 | - | - | Dec 31, 2023 |
| SCHWAB STRATEGIC TRUST | 0.00% | 412,448 | 25,102 | 6.48% | Feb 29, 2024 |
| PRUDENTIAL SERIES FUND | 0.00% | 54,886 | -1,550 | -2.75% | Mar 28, 2024 |
| Tidal Trust II | 0.00% | 16,750 | 16,750 | - | Jan 31, 2024 |
| ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST | 0.00% | 35,469 | -2,343 | -6.20% | Dec 31, 2023 |
| Catholic Responsible Investments Funds | 0.00% | 24,031 | -359 | -1.47% | Jan 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 2,567 | - | - | Mar 31, 2024 |
| Trust for Advised Portfolios | 0.00% | 11,500 | - | - | Dec 31, 2023 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 12,992 | 257 | 2.02% | Mar 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 10,770 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 10,156 | -2,851 | -21.92% | Mar 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 17,347 | -4,063 | -18.98% | Mar 31, 2024 |
| Global X Funds | 0.00% | 23,978 | 761 | 3.28% | Jan 31, 2024 |
| AMERICAN CENTURY ETF TRUST | 0.00% | 60,035 | 17,357 | 40.67% | Feb 29, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 2,496 | -1,404 | -36.00% | Mar 31, 2024 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 340 | -49 | -12.60% | Sep 30, 2023 |
| THRIVENT SERIES FUND INC | 0.00% | 50,049 | -174 | -0.35% | Mar 28, 2024 |
| Advisors' Inner Circle Fund II | 0.00% | 390,000 | - | - | Jan 31, 2024 |
| Direxion Shares ETF Trust | 0.00% | 66,644 | 2,869 | 4.50% | Jan 31, 2024 |
| KP Funds | 0.00% | 19,023 | -189 | -0.98% | Sep 30, 2020 |
| VALIC Co II | 0.00% | 13,380 | -100 | -0.74% | Feb 28, 2021 |
| VANGUARD WORLD FUND | 0.00% | 92,077 | -4,795 | -4.95% | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.00% | 1,009 | - | - | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 4,425 | - | - | Feb 29, 2024 |
| Federated Hermes Adviser Series | 0.00% | 2,207 | 231 | 11.69% | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 5,881,079 | 219,693 | 3.88% | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 7,859 | - | - | Mar 31, 2024 |
| Voya PARTNERS INC | 0.00% | 25,500 | - | - | Mar 31, 2024 |
| SCHWAB INVESTMENTS | 0.00% | 17,025 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 320,714 | - | - | Mar 31, 2024 |
| SA FUNDS INVESTMENT TRUST | 0.00% | 4,718 | - | - | Mar 31, 2024 |
Community Bank System's largest mutual fund holder by % of total assets is "Walthausen Funds", owning 50.22K shares, compromising 1.47% of its total assets.
Community Bank System Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 116 | -51.05% |
| 31 Mar, 24 | 237 | -3.66% |
| 31 Dec, 23 | 246 | 4.24% |
| 30 Sep, 23 | 236 | 5.83% |
| 30 Jun, 23 | 223 | -9.35% |
| 31 Mar, 23 | 246 | -3.53% |
| 31 Dec, 22 | 255 | 4.94% |
| 30 Sep, 22 | 243 | 1.67% |
| 30 Jun, 22 | 239 | -1.65% |
| 31 Mar, 22 | 243 | 0.41% |
| 31 Dec, 21 | 242 | 2.54% |
| 30 Sep, 21 | 236 | 5.83% |
| 30 Jun, 21 | 223 | 5.19% |
| 31 Mar, 21 | 212 | -7.02% |
| 31 Dec, 20 | 228 | 6.54% |
| 30 Sep, 20 | 214 | -3.17% |
| 30 Jun, 20 | 221 | 3.76% |
| 31 Mar, 20 | 213 | -0.47% |
| 31 Dec, 19 | 214 | -2.28% |
| 30 Sep, 19 | 219 | 5.29% |
| 30 Jun, 19 | 208 | 0.97% |
| 31 Mar, 19 | 206 | - |
| 31 Dec, 18 | 206 | -1.44% |
| 30 Sep, 18 | 209 | -1.42% |
| 30 Jun, 18 | 212 | 10.42% |
| 31 Mar, 18 | 192 | -3.03% |
| 31 Dec, 17 | 198 | 4.21% |
| 30 Sep, 17 | 190 | 3.83% |
| 30 Jun, 17 | 183 | 0.55% |
| 31 Mar, 17 | 182 | -2.67% |
| 31 Dec, 16 | 187 | 12.65% |
| 30 Sep, 16 | 166 | 7.79% |
| 30 Jun, 16 | 154 | -2.53% |
| 31 Mar, 16 | 158 | -0.63% |
| 31 Dec, 15 | 159 | 4.61% |
| 30 Sep, 15 | 152 | -0.65% |
| 30 Jun, 15 | 153 | 0.66% |
| 31 Mar, 15 | 152 | 2.70% |
| 31 Dec, 14 | 148 | 1.37% |
| 30 Sep, 14 | 146 | -0.68% |
| 30 Jun, 14 | 147 | 5.76% |
| 31 Mar, 14 | 139 | -1.42% |
| 31 Dec, 13 | 141 | 7.63% |
| 30 Sep, 13 | 131 | -0.76% |
| 30 Jun, 13 | 132 | 158.82% |
| 31 Mar, 13 | 51 | -7.27% |
| 31 Dec, 12 | 55 | 22.22% |
| 30 Sep, 12 | 45 | -26.23% |
| 30 Jun, 12 | 61 | 8.93% |
| 31 Mar, 12 | 56 | 9.80% |
| 31 Dec, 11 | 51 | 6.25% |
| 30 Sep, 11 | 48 | -7.69% |
| 30 Jun, 11 | 52 | 8.33% |
| 31 Mar, 11 | 48 | 9.09% |
| 31 Dec, 10 | 44 | 7.32% |
| 30 Sep, 10 | 41 | -2.38% |
| 30 Jun, 10 | 42 | 20.00% |
| 31 Mar, 10 | 35 | 6.06% |
| 31 Dec, 09 | 33 | -13.16% |
| 30 Sep, 09 | 38 | -2.56% |
| 30 Jun, 09 | 39 | 34.48% |
| 31 Mar, 09 | 29 | -23.68% |
| 31 Dec, 08 | 38 | 5.56% |
| 30 Sep, 08 | 36 | 12.50% |
| 30 Jun, 08 | 32 | -20.00% |
| 31 Mar, 08 | 40 | 48.15% |
| 31 Dec, 07 | 27 | 28.57% |
| 30 Sep, 07 | 21 | -8.70% |
| 30 Jun, 07 | 23 | -25.81% |
| 31 Mar, 07 | 31 | - |
| 31 Dec, 06 | 31 | 14.81% |
| 30 Sep, 06 | 27 | 12.50% |
| 30 Jun, 06 | 24 | -20.00% |
| 31 Mar, 06 | 30 | 25.00% |
| 31 Dec, 05 | 24 | 4.35% |
| 30 Sep, 05 | 23 | -4.17% |
| 30 Jun, 05 | 24 | 20.00% |
| 31 Mar, 05 | 20 | -4.76% |
| 31 Dec, 04 | 21 | 23.53% |
| 30 Sep, 04 | 17 | -10.53% |
| 30 Jun, 04 | 19 | -26.92% |
| 31 Mar, 04 | 26 | 36.84% |
| 31 Dec, 03 | 19 | 5.56% |
| 30 Sep, 03 | 18 | 12.50% |
| 30 Jun, 03 | 16 | - |
| 31 Mar, 03 | 16 | 33.33% |
| 31 Dec, 02 | 12 | - |
| 30 Sep, 02 | 12 | 33.33% |
| 30 Jun, 02 | 9 | - |
| 31 Mar, 02 | 9 | 28.57% |
| 31 Dec, 01 | 7 | - |
| 30 Sep, 01 | 7 | -30.00% |
| 30 Jun, 01 | 10 | 42.86% |
| 31 Mar, 01 | 7 | 75.00% |
| 31 Dec, 00 | 4 | - |
| 30 Sep, 00 | 4 | -33.33% |
| 30 Jun, 00 | 6 | 50.00% |
| 31 Mar, 00 | 4 | - |
| 31 Dec, 99 | 4 | - |
| 30 Sep, 99 | 4 | -50.00% |
| 30 Jun, 99 | 8 | - |
| 31 Mar, 99 | 8 | - |
As of 30 Jun 24, 116 institutions are holding Community Bank System's shares, representing a decrease of -51.05% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 7,327,000 | -80.55% |
| 31 Mar, 24 | 37,679,926 | -4.11% |
| 31 Dec, 23 | 39,293,978 | 0.30% |
| 30 Sep, 23 | 39,177,085 | -2.90% |
| 30 Jun, 23 | 40,347,155 | 2.74% |
| 31 Mar, 23 | 39,272,006 | 1.75% |
| 31 Dec, 22 | 38,597,133 | -1.16% |
| 30 Sep, 22 | 39,048,934 | 2.87% |
| 30 Jun, 22 | 37,958,513 | 0.60% |
| 31 Mar, 22 | 37,732,643 | -0.03% |
| 31 Dec, 21 | 37,742,823 | -0.49% |
| 30 Sep, 21 | 37,927,556 | -0.62% |
| 30 Jun, 21 | 38,165,168 | -0.32% |
| 31 Mar, 21 | 38,286,649 | 2.38% |
| 31 Dec, 20 | 37,395,056 | -1.42% |
| 30 Sep, 20 | 37,933,057 | 1.86% |
| 30 Jun, 20 | 37,239,231 | -1.88% |
| 31 Mar, 20 | 37,952,628 | 1.02% |
| 31 Dec, 19 | 37,570,763 | 1.07% |
| 30 Sep, 19 | 37,171,545 | -0.28% |
| 30 Jun, 19 | 37,277,216 | 0.35% |
| 31 Mar, 19 | 37,147,295 | 1.59% |
| 31 Dec, 18 | 36,564,350 | 0.23% |
| 30 Sep, 18 | 36,482,104 | -0.08% |
| 30 Jun, 18 | 36,509,990 | 3.19% |
| 31 Mar, 18 | 35,380,697 | 2.52% |
| 31 Dec, 17 | 34,509,577 | -1.92% |
| 30 Sep, 17 | 35,186,889 | 0.55% |
| 30 Jun, 17 | 34,993,024 | 7.15% |
| 31 Mar, 17 | 32,658,156 | 6.62% |
| 31 Dec, 16 | 30,631,212 | 4.08% |
| 30 Sep, 16 | 29,429,472 | 2.34% |
| 30 Jun, 16 | 28,756,189 | 1.16% |
| 31 Mar, 16 | 28,425,569 | 3.72% |
| 31 Dec, 15 | 27,405,647 | -24.18% |
| 30 Sep, 15 | 36,146,572 | 35.38% |
| 30 Jun, 15 | 26,700,691 | 1.77% |
| 31 Mar, 15 | 26,236,525 | 3.06% |
| 31 Dec, 14 | 25,457,124 | -3.71% |
| 30 Sep, 14 | 26,438,142 | 0.07% |
| 30 Jun, 14 | 26,418,950 | -2.40% |
| 31 Mar, 14 | 27,069,523 | 4.22% |
| 31 Dec, 13 | 25,973,262 | -1.97% |
| 30 Sep, 13 | 26,494,296 | 2.74% |
| 30 Jun, 13 | 25,786,891 | 223.87% |
| 31 Mar, 13 | 7,962,018 | -14.83% |
| 31 Dec, 12 | 9,347,988 | 23.63% |
| 30 Sep, 12 | 7,561,114 | -28.53% |
| 30 Jun, 12 | 10,579,128 | 19.02% |
| 31 Mar, 12 | 8,888,271 | 9.72% |
| 31 Dec, 11 | 8,100,650 | 1.42% |
| 30 Sep, 11 | 7,987,477 | -16.59% |
| 30 Jun, 11 | 9,576,320 | -5.20% |
| 31 Mar, 11 | 10,101,650 | 34.73% |
| 31 Dec, 10 | 7,497,769 | -0.42% |
| 30 Sep, 10 | 7,529,631 | 10.25% |
| 30 Jun, 10 | 6,829,634 | 18.83% |
| 31 Mar, 10 | 5,747,564 | -14.69% |
| 31 Dec, 09 | 6,737,169 | -0.36% |
| 30 Sep, 09 | 6,761,342 | 30.20% |
| 30 Jun, 09 | 5,192,963 | 48.63% |
| 31 Mar, 09 | 3,493,788 | -48.13% |
| 31 Dec, 08 | 6,735,465 | 110.17% |
| 30 Sep, 08 | 3,204,843 | 37.70% |
| 30 Jun, 08 | 2,327,342 | -54.48% |
| 31 Mar, 08 | 5,112,327 | 39.26% |
| 31 Dec, 07 | 3,671,096 | 77.97% |
| 30 Sep, 07 | 2,062,811 | -6.99% |
| 30 Jun, 07 | 2,217,905 | -14.34% |
| 31 Mar, 07 | 2,589,104 | 5.86% |
| 31 Dec, 06 | 2,445,787 | -16.22% |
| 30 Sep, 06 | 2,919,383 | 22.27% |
| 30 Jun, 06 | 2,387,676 | -2.39% |
| 31 Mar, 06 | 2,446,073 | -4.10% |
| 31 Dec, 05 | 2,550,530 | 20.52% |
| 30 Sep, 05 | 2,116,316 | -28.86% |
| 30 Jun, 05 | 2,974,680 | 96.51% |
| 31 Mar, 05 | 1,513,725 | 0.11% |
| 31 Dec, 04 | 1,512,103 | 28.21% |
| 30 Sep, 04 | 1,179,379 | 12.06% |
| 30 Jun, 04 | 1,052,484 | 14.08% |
| 31 Mar, 04 | 922,544 | 45.34% |
| 31 Dec, 03 | 634,769 | 17.10% |
| 30 Sep, 03 | 542,066 | -5.49% |
| 30 Jun, 03 | 573,575 | -11.92% |
| 31 Mar, 03 | 651,189 | 30.34% |
| 31 Dec, 02 | 499,610 | -12.74% |
| 30 Sep, 02 | 572,585 | 19.13% |
| 30 Jun, 02 | 480,632 | 15.20% |
| 31 Mar, 02 | 417,206 | -8.41% |
| 31 Dec, 01 | 455,497 | 43.13% |
| 30 Sep, 01 | 318,238 | -7.68% |
| 30 Jun, 01 | 344,728 | 80.21% |
| 31 Mar, 01 | 191,296 | 9.29% |
| 31 Dec, 00 | 175,035 | 535.27% |
| 30 Sep, 00 | 27,553 | -90.51% |
| 30 Jun, 00 | 290,480 | 292.38% |
| 31 Mar, 00 | 74,030 | -49.34% |
| 31 Dec, 99 | 146,134 | -49.22% |
| 30 Sep, 99 | 287,753 | -5.40% |
| 30 Jun, 99 | 304,194 | 46.41% |
| 31 Mar, 99 | 207,768 | - |
Community Bank System (CBU) has 7.33M shares outstanding as of 30 Jun 24, down -80.55% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 13.89% | 0.27% |
| 31 Mar, 24 | 71.41% | 1.32% |
| 31 Dec, 23 | 73.68% | 1.37% |
| 30 Sep, 23 | 73.23% | 1.30% |
| 30 Jun, 23 | 75.16% | 1.41% |
| 31 Mar, 23 | 72.94% | 1.41% |
| 31 Dec, 22 | 71.83% | 1.36% |
| 30 Sep, 22 | 72.54% | 1.46% |
| 30 Jun, 22 | 70.39% | 1.44% |
| 31 Mar, 22 | 69.99% | 1.46% |
| 31 Dec, 21 | 69.31% | 1.41% |
| 30 Sep, 21 | 70.20% | 1.41% |
| 30 Jun, 21 | 70.67% | 1.40% |
| 31 Mar, 21 | 71.11% | 1.43% |
| 31 Dec, 20 | 70.60% | 1.41% |
| 30 Sep, 20 | 70.70% | 1.40% |
| 30 Jun, 20 | 70.95% | 1.33% |
| 31 Mar, 20 | 72.94% | 1.41% |
| 31 Dec, 19 | 71.84% | 1.39% |
| 30 Sep, 19 | 71.83% | 1.38% |
| 30 Jun, 19 | 72.16% | 1.39% |
| 31 Mar, 19 | 72.10% | 1.41% |
| 31 Dec, 18 | 71.46% | 1.41% |
| 30 Sep, 18 | 71.18% | 1.40% |
| 30 Jun, 18 | 71.39% | 1.48% |
| 31 Mar, 18 | 69.46% | 1.41% |
| 31 Dec, 17 | 70.29% | 1.45% |
| 30 Sep, 17 | 69.56% | 1.37% |
| 30 Jun, 17 | 71.24% | 1.41% |
| 31 Mar, 17 | 71.06% | 1.49% |
| 31 Dec, 16 | 69.05% | 1.57% |
| 30 Sep, 16 | 66.35% | 1.57% |
| 30 Jun, 16 | 65.09% | 1.56% |
| 31 Mar, 16 | 64.50% | 1.46% |
| 31 Dec, 15 | 66.40% | 0.86% |
| 30 Sep, 15 | 88.12% | 2.07% |
| 30 Jun, 15 | 65.32% | 1.57% |
| 31 Mar, 15 | 64.43% | 1.65% |
| 31 Dec, 14 | 62.47% | 1.48% |
| 30 Sep, 14 | 64.95% | 1.54% |
| 30 Jun, 14 | 64.93% | 1.46% |
| 31 Mar, 14 | 66.58% | 1.61% |
| 31 Dec, 13 | 64.24% | 1.49% |
| 30 Sep, 13 | 65.75% | 1.59% |
| 30 Jun, 13 | 64.31% | 16.22% |
| 31 Mar, 13 | 19.91% | 3.58% |
| 31 Dec, 12 | 23.59% | 6.58% |
| 30 Sep, 12 | 18.94% | 2.67% |
| 30 Jun, 12 | 26.61% | 4.97% |
| 31 Mar, 12 | 23.13% | 4.76% |
| 31 Dec, 11 | 22.04% | 4.74% |
| 30 Sep, 11 | 21.56% | 3.17% |
| 30 Jun, 11 | 26.09% | 2.83% |
| 31 Mar, 11 | 30.39% | 5.87% |
| 31 Dec, 10 | 22.75% | 4.37% |
| 30 Sep, 10 | 22.83% | 5.31% |
| 30 Jun, 10 | 20.73% | 6.76% |
| 31 Mar, 10 | 17.51% | 4.13% |
| 31 Dec, 09 | 20.60% | 4.81% |
| 30 Sep, 09 | 20.69% | 8.20% |
| 30 Jun, 09 | 15.88% | 13.87% |
| 31 Mar, 09 | 10.70% | 2.19% |
| 31 Dec, 08 | 22.09% | 19.64% |
| 30 Sep, 08 | 10.60% | 17.27% |
| 30 Jun, 08 | 7.84% | 2.60% |
| 31 Mar, 08 | 17.36% | 11.17% |
| 31 Dec, 07 | 12.46% | 26.02% |
| 30 Sep, 07 | 6.92% | 13.06% |
| 30 Jun, 07 | 7.28% | 9.89% |
| 31 Mar, 07 | 8.58% | 12.89% |
| 31 Dec, 06 | 8.16% | 8.74% |
| 30 Sep, 06 | 9.66% | 15.20% |
| 30 Jun, 06 | 7.97% | 11.65% |
| 31 Mar, 06 | 8.27% | 11.12% |
| 31 Dec, 05 | 8.63% | 17.72% |
| 30 Sep, 05 | 6.98% | 7.28% |
| 30 Jun, 05 | 9.79% | 39.24% |
| 31 Mar, 05 | 5.00% | 19.50% |
| 31 Dec, 04 | 5.06% | 33.37% |
| 30 Sep, 04 | 3.89% | 30.83% |
| 30 Jun, 04 | 3.55% | 34.17% |
| 31 Mar, 04 | 3.23% | 65.49% |
| 31 Dec, 03 | 2.22% | 51.31% |
| 30 Sep, 03 | 2.08% | 44.06% |
| 30 Jun, 03 | 2.17% | 35.12% |
| 31 Mar, 03 | 2.49% | 67.12% |
| 31 Dec, 02 | 1.93% | 39.60% |
| 30 Sep, 02 | 2.20% | 64.35% |
| 30 Jun, 02 | 1.85% | 71.52% |
| 31 Mar, 02 | 1.61% | 42.20% |
| 31 Dec, 01 | 1.95% | 103.61% |
| 30 Sep, 01 | 1.37% | 61.90% |
| 30 Jun, 01 | 1.49% | 207.15% |
| 31 Mar, 01 | 0.85% | 55.27% |
| 31 Dec, 00 | 1.24% | 3213.86% |
| 30 Sep, 00 | 0.20% | 4.66% |
| 30 Jun, 00 | 2.05% | 750.25% |
| 31 Mar, 00 | 0.52% | 51.01% |
| 31 Dec, 99 | 1.01% | 25.47% |
| 30 Sep, 99 | 1.99% | 45.18% |
| 30 Jun, 99 | 2.10% | 102.45% |
| 31 Mar, 99 | 1.43% | - |
As of 30 Jun 24, Community Bank System is held by 13.89% institutional shareholders, representing a 0.27% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 52 | -48.51% |
| 31 Mar, 24 | 101 | -16.53% |
| 31 Dec, 23 | 121 | 3.42% |
| 30 Sep, 23 | 117 | 24.47% |
| 30 Jun, 23 | 94 | -16.81% |
| 31 Mar, 23 | 113 | -5.83% |
| 31 Dec, 22 | 120 | 6.19% |
| 30 Sep, 22 | 113 | 16.49% |
| 30 Jun, 22 | 97 | -14.16% |
| 31 Mar, 22 | 113 | - |
| 31 Dec, 21 | 113 | 18.95% |
| 30 Sep, 21 | 95 | 20.25% |
| 30 Jun, 21 | 79 | 2.60% |
| 31 Mar, 21 | 77 | -26.67% |
| 31 Dec, 20 | 105 | 17.98% |
| 30 Sep, 20 | 89 | -4.30% |
| 30 Jun, 20 | 93 | -3.13% |
| 31 Mar, 20 | 96 | 5.49% |
| 31 Dec, 19 | 91 | 4.60% |
| 30 Sep, 19 | 87 | -12.12% |
| 30 Jun, 19 | 99 | 5.32% |
| 31 Mar, 19 | 94 | -1.05% |
| 31 Dec, 18 | 95 | 7.95% |
| 30 Sep, 18 | 88 | -12.87% |
| 30 Jun, 18 | 101 | 21.69% |
| 31 Mar, 18 | 83 | -17.00% |
| 31 Dec, 17 | 100 | 8.70% |
| 30 Sep, 17 | 92 | -14.81% |
| 30 Jun, 17 | 108 | 22.73% |
| 31 Mar, 17 | 88 | 1.15% |
| 31 Dec, 16 | 87 | 10.13% |
| 30 Sep, 16 | 79 | 3.95% |
| 30 Jun, 16 | 76 | -8.43% |
| 31 Mar, 16 | 83 | 10.67% |
| 31 Dec, 15 | 75 | 7.14% |
| 30 Sep, 15 | 70 | 16.67% |
| 30 Jun, 15 | 60 | -25.93% |
| 31 Mar, 15 | 81 | 28.57% |
| 31 Dec, 14 | 63 | 6.78% |
| 30 Sep, 14 | 59 | -3.28% |
| 30 Jun, 14 | 61 | 8.93% |
| 31 Mar, 14 | 56 | -3.45% |
| 31 Dec, 13 | 58 | -9.38% |
| 30 Sep, 13 | 64 | -38.46% |
| 30 Jun, 13 | 104 | 333.33% |
| 31 Mar, 13 | 24 | -27.27% |
| 31 Dec, 12 | 33 | 17.86% |
| 30 Sep, 12 | 28 | -9.68% |
| 30 Jun, 12 | 31 | -6.06% |
| 31 Mar, 12 | 33 | 6.45% |
| 31 Dec, 11 | 31 | 14.81% |
| 30 Sep, 11 | 27 | -30.77% |
| 30 Jun, 11 | 39 | 39.29% |
| 31 Mar, 11 | 28 | 27.27% |
| 31 Dec, 10 | 22 | - |
| 30 Sep, 10 | 22 | -21.43% |
| 30 Jun, 10 | 28 | 47.37% |
| 31 Mar, 10 | 19 | 5.56% |
| 31 Dec, 09 | 18 | -21.74% |
| 30 Sep, 09 | 23 | -23.33% |
| 30 Jun, 09 | 30 | 66.67% |
| 31 Mar, 09 | 18 | -35.71% |
| 31 Dec, 08 | 28 | 12.00% |
| 30 Sep, 08 | 25 | 19.05% |
| 30 Jun, 08 | 21 | -16.00% |
| 31 Mar, 08 | 25 | 38.89% |
| 31 Dec, 07 | 18 | 38.46% |
| 30 Sep, 07 | 13 | 30.00% |
| 30 Jun, 07 | 10 | -44.44% |
| 31 Mar, 07 | 18 | -10.00% |
| 31 Dec, 06 | 20 | 42.86% |
| 30 Sep, 06 | 14 | - |
| 30 Jun, 06 | 14 | -12.50% |
| 31 Mar, 06 | 16 | 33.33% |
| 31 Dec, 05 | 12 | 20.00% |
| 30 Sep, 05 | 10 | -33.33% |
| 30 Jun, 05 | 15 | 87.50% |
| 31 Mar, 05 | 8 | -38.46% |
| 31 Dec, 04 | 13 | 44.44% |
| 30 Sep, 04 | 9 | -52.63% |
| 30 Jun, 04 | 19 | 26.67% |
| 31 Mar, 04 | 15 | 36.36% |
| 31 Dec, 03 | 11 | 22.22% |
| 30 Sep, 03 | 9 | -10.00% |
| 30 Jun, 03 | 10 | 11.11% |
| 31 Mar, 03 | 9 | - |
| 31 Dec, 02 | 9 | 28.57% |
| 30 Sep, 02 | 7 | - |
| 30 Jun, 02 | 7 | 40.00% |
| 31 Mar, 02 | 5 | - |
| 31 Dec, 01 | 5 | -16.67% |
| 30 Sep, 01 | 6 | -33.33% |
| 30 Jun, 01 | 9 | 50.00% |
| 31 Mar, 01 | 6 | 50.00% |
| 31 Dec, 00 | 4 | 33.33% |
| 30 Sep, 00 | 3 | - |
| 30 Jun, 00 | 3 | 50.00% |
| 31 Mar, 00 | 2 | -33.33% |
| 31 Dec, 99 | 3 | - |
| 30 Sep, 99 | 3 | -25.00% |
| 30 Jun, 99 | 4 | -50.00% |
| 31 Mar, 99 | 8 | - |
52 institutional shareholders have increased their position in CBU stock as of 30 Jun 24 compared to 101 in the previous quarter (a -48.51% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 30 | -66.29% |
| 31 Mar, 24 | 89 | 11.25% |
| 31 Dec, 23 | 80 | 1.27% |
| 30 Sep, 23 | 79 | -7.06% |
| 30 Jun, 23 | 85 | 2.41% |
| 31 Mar, 23 | 83 | -1.19% |
| 31 Dec, 22 | 84 | 15.07% |
| 30 Sep, 22 | 73 | -14.12% |
| 30 Jun, 22 | 85 | 13.33% |
| 31 Mar, 22 | 75 | 7.14% |
| 31 Dec, 21 | 70 | -14.63% |
| 30 Sep, 21 | 82 | -2.38% |
| 30 Jun, 21 | 84 | -1.18% |
| 31 Mar, 21 | 85 | 14.86% |
| 31 Dec, 20 | 74 | 12.12% |
| 30 Sep, 20 | 66 | -22.35% |
| 30 Jun, 20 | 85 | 21.43% |
| 31 Mar, 20 | 70 | 4.48% |
| 31 Dec, 19 | 67 | 1.52% |
| 30 Sep, 19 | 66 | 43.48% |
| 30 Jun, 19 | 46 | -22.03% |
| 31 Mar, 19 | 59 | 15.69% |
| 31 Dec, 18 | 51 | -17.74% |
| 30 Sep, 18 | 62 | 19.23% |
| 30 Jun, 18 | 52 | -1.89% |
| 31 Mar, 18 | 53 | 12.77% |
| 31 Dec, 17 | 47 | -7.84% |
| 30 Sep, 17 | 51 | 34.21% |
| 30 Jun, 17 | 38 | -30.91% |
| 31 Mar, 17 | 55 | -9.84% |
| 31 Dec, 16 | 61 | 32.61% |
| 30 Sep, 16 | 46 | 6.98% |
| 30 Jun, 16 | 43 | -4.44% |
| 31 Mar, 16 | 45 | -6.25% |
| 31 Dec, 15 | 48 | - |
| 30 Sep, 15 | 48 | -14.29% |
| 30 Jun, 15 | 56 | 43.59% |
| 31 Mar, 15 | 39 | -23.53% |
| 31 Dec, 14 | 51 | -1.92% |
| 30 Sep, 14 | 52 | 13.04% |
| 30 Jun, 14 | 46 | 2.22% |
| 31 Mar, 14 | 45 | -18.18% |
| 31 Dec, 13 | 55 | 44.74% |
| 30 Sep, 13 | 38 | 192.31% |
| 30 Jun, 13 | 13 | -13.33% |
| 31 Mar, 13 | 15 | 7.14% |
| 31 Dec, 12 | 14 | 75.00% |
| 30 Sep, 12 | 8 | -57.89% |
| 30 Jun, 12 | 19 | 26.67% |
| 31 Mar, 12 | 15 | 15.38% |
| 31 Dec, 11 | 13 | 8.33% |
| 30 Sep, 11 | 12 | 50.00% |
| 30 Jun, 11 | 8 | -38.46% |
| 31 Mar, 11 | 13 | 8.33% |
| 31 Dec, 10 | 12 | 9.09% |
| 30 Sep, 10 | 11 | 22.22% |
| 30 Jun, 10 | 9 | -18.18% |
| 31 Mar, 10 | 11 | 37.50% |
| 31 Dec, 09 | 8 | -11.11% |
| 30 Sep, 09 | 9 | 50.00% |
| 30 Jun, 09 | 6 | -33.33% |
| 31 Mar, 09 | 9 | - |
| 31 Dec, 08 | 9 | 28.57% |
| 30 Sep, 08 | 7 | - |
| 30 Jun, 08 | 7 | -30.00% |
| 31 Mar, 08 | 10 | 66.67% |
| 31 Dec, 07 | 6 | -14.29% |
| 30 Sep, 07 | 7 | - |
| 30 Jun, 07 | 7 | 40.00% |
| 31 Mar, 07 | 5 | -28.57% |
| 31 Dec, 06 | 7 | - |
| 30 Sep, 06 | 7 | - |
| 30 Jun, 06 | 7 | 40.00% |
| 31 Mar, 06 | 5 | 25.00% |
| 31 Dec, 05 | 4 | -20.00% |
| 30 Sep, 05 | 5 | - |
| 30 Jun, 05 | 5 | -37.50% |
| 31 Mar, 05 | 8 | 60.00% |
| 31 Dec, 04 | 5 | 150.00% |
| 30 Sep, 04 | 2 | - |
| 30 Jun, 04 | - | -100.00% |
| 31 Mar, 04 | 5 | 25.00% |
| 31 Dec, 03 | 4 | -42.86% |
| 30 Sep, 03 | 7 | 133.33% |
| 30 Jun, 03 | 3 | -25.00% |
| 31 Mar, 03 | 4 | 100.00% |
| 31 Dec, 02 | 2 | -33.33% |
| 30 Sep, 02 | 3 | 200.00% |
| 30 Jun, 02 | 1 | - |
| 31 Mar, 02 | 1 | - |
| 31 Dec, 01 | 1 | - |
| 30 Sep, 01 | 1 | - |
| 30 Jun, 01 | - | -100.00% |
| 31 Mar, 01 | 1 | - |
| 31 Dec, 00 | - | -100.00% |
| 30 Sep, 00 | 1 | - |
| 30 Jun, 00 | - | -100.00% |
| 31 Mar, 00 | 1 | - |
| 31 Dec, 99 | - | - |
| 30 Sep, 99 | - | -100.00% |
| 30 Jun, 99 | 2 | - |
| 31 Mar, 99 | - | - |
30 institutional shareholders have reduced their position in CBU stock as of 30 Jun 24 compared to 89 in the previous quarter (a -66.29% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 116 | -51.05% | 7,327,000 | -80.55% | 13.89% | 0.27% | 52 | -48.51% | 30 | -66.29% |
| 31 Mar, 24 | 237 | -3.66% | 37,679,926 | -4.11% | 71.41% | 1.32% | 101 | -16.53% | 89 | 11.25% |
| 31 Dec, 23 | 246 | 4.24% | 39,293,978 | 0.30% | 73.68% | 1.37% | 121 | 3.42% | 80 | 1.27% |
| 30 Sep, 23 | 236 | 5.83% | 39,177,085 | -2.90% | 73.23% | 1.30% | 117 | 24.47% | 79 | -7.06% |
| 30 Jun, 23 | 223 | -9.35% | 40,347,155 | 2.74% | 75.16% | 1.41% | 94 | -16.81% | 85 | 2.41% |
| 31 Mar, 23 | 246 | -3.53% | 39,272,006 | 1.75% | 72.94% | 1.41% | 113 | -5.83% | 83 | -1.19% |
| 31 Dec, 22 | 255 | 4.94% | 38,597,133 | -1.16% | 71.83% | 1.36% | 120 | 6.19% | 84 | 15.07% |
| 30 Sep, 22 | 243 | 1.67% | 39,048,934 | 2.87% | 72.54% | 1.46% | 113 | 16.49% | 73 | -14.12% |
| 30 Jun, 22 | 239 | -1.65% | 37,958,513 | 0.60% | 70.39% | 1.44% | 97 | -14.16% | 85 | 13.33% |
| 31 Mar, 22 | 243 | 0.41% | 37,732,643 | -0.03% | 69.99% | 1.46% | 113 | - | 75 | 7.14% |
| 31 Dec, 21 | 242 | 2.54% | 37,742,823 | -0.49% | 69.31% | 1.41% | 113 | 18.95% | 70 | -14.63% |
| 30 Sep, 21 | 236 | 5.83% | 37,927,556 | -0.62% | 70.20% | 1.41% | 95 | 20.25% | 82 | -2.38% |
| 30 Jun, 21 | 223 | 5.19% | 38,165,168 | -0.32% | 70.67% | 1.40% | 79 | 2.60% | 84 | -1.18% |
| 31 Mar, 21 | 212 | -7.02% | 38,286,649 | 2.38% | 71.11% | 1.43% | 77 | -26.67% | 85 | 14.86% |
| 31 Dec, 20 | 228 | 6.54% | 37,395,056 | -1.42% | 70.60% | 1.41% | 105 | 17.98% | 74 | 12.12% |
| 30 Sep, 20 | 214 | -3.17% | 37,933,057 | 1.86% | 70.70% | 1.40% | 89 | -4.30% | 66 | -22.35% |
| 30 Jun, 20 | 221 | 3.76% | 37,239,231 | -1.88% | 70.95% | 1.33% | 93 | -3.13% | 85 | 21.43% |
| 31 Mar, 20 | 213 | -0.47% | 37,952,628 | 1.02% | 72.94% | 1.41% | 96 | 5.49% | 70 | 4.48% |
| 31 Dec, 19 | 214 | -2.28% | 37,570,763 | 1.07% | 71.84% | 1.39% | 91 | 4.60% | 67 | 1.52% |
| 30 Sep, 19 | 219 | 5.29% | 37,171,545 | -0.28% | 71.83% | 1.38% | 87 | -12.12% | 66 | 43.48% |
| 30 Jun, 19 | 208 | 0.97% | 37,277,216 | 0.35% | 72.16% | 1.39% | 99 | 5.32% | 46 | -22.03% |
| 31 Mar, 19 | 206 | - | 37,147,295 | 1.59% | 72.10% | 1.41% | 94 | -1.05% | 59 | 15.69% |
| 31 Dec, 18 | 206 | -1.44% | 36,564,350 | 0.23% | 71.46% | 1.41% | 95 | 7.95% | 51 | -17.74% |
| 30 Sep, 18 | 209 | -1.42% | 36,482,104 | -0.08% | 71.18% | 1.40% | 88 | -12.87% | 62 | 19.23% |
| 30 Jun, 18 | 212 | 10.42% | 36,509,990 | 3.19% | 71.39% | 1.48% | 101 | 21.69% | 52 | -1.89% |
| 31 Mar, 18 | 192 | -3.03% | 35,380,697 | 2.52% | 69.46% | 1.41% | 83 | -17.00% | 53 | 12.77% |
| 31 Dec, 17 | 198 | 4.21% | 34,509,577 | -1.92% | 70.29% | 1.45% | 100 | 8.70% | 47 | -7.84% |
| 30 Sep, 17 | 190 | 3.83% | 35,186,889 | 0.55% | 69.56% | 1.37% | 92 | -14.81% | 51 | 34.21% |
| 30 Jun, 17 | 183 | 0.55% | 34,993,024 | 7.15% | 71.24% | 1.41% | 108 | 22.73% | 38 | -30.91% |
| 31 Mar, 17 | 182 | -2.67% | 32,658,156 | 6.62% | 71.06% | 1.49% | 88 | 1.15% | 55 | -9.84% |
| 31 Dec, 16 | 187 | 12.65% | 30,631,212 | 4.08% | 69.05% | 1.57% | 87 | 10.13% | 61 | 32.61% |
| 30 Sep, 16 | 166 | 7.79% | 29,429,472 | 2.34% | 66.35% | 1.57% | 79 | 3.95% | 46 | 6.98% |
| 30 Jun, 16 | 154 | -2.53% | 28,756,189 | 1.16% | 65.09% | 1.56% | 76 | -8.43% | 43 | -4.44% |
| 31 Mar, 16 | 158 | -0.63% | 28,425,569 | 3.72% | 64.50% | 1.46% | 83 | 10.67% | 45 | -6.25% |
| 31 Dec, 15 | 159 | 4.61% | 27,405,647 | -24.18% | 66.40% | 0.86% | 75 | 7.14% | 48 | - |
| 30 Sep, 15 | 152 | -0.65% | 36,146,572 | 35.38% | 88.12% | 2.07% | 70 | 16.67% | 48 | -14.29% |
| 30 Jun, 15 | 153 | 0.66% | 26,700,691 | 1.77% | 65.32% | 1.57% | 60 | -25.93% | 56 | 43.59% |
| 31 Mar, 15 | 152 | 2.70% | 26,236,525 | 3.06% | 64.43% | 1.65% | 81 | 28.57% | 39 | -23.53% |
| 31 Dec, 14 | 148 | 1.37% | 25,457,124 | -3.71% | 62.47% | 1.48% | 63 | 6.78% | 51 | -1.92% |
| 30 Sep, 14 | 146 | -0.68% | 26,438,142 | 0.07% | 64.95% | 1.54% | 59 | -3.28% | 52 | 13.04% |
| 30 Jun, 14 | 147 | 5.76% | 26,418,950 | -2.40% | 64.93% | 1.46% | 61 | 8.93% | 46 | 2.22% |
| 31 Mar, 14 | 139 | -1.42% | 27,069,523 | 4.22% | 66.58% | 1.61% | 56 | -3.45% | 45 | -18.18% |
| 31 Dec, 13 | 141 | 7.63% | 25,973,262 | -1.97% | 64.24% | 1.49% | 58 | -9.38% | 55 | 44.74% |
| 30 Sep, 13 | 131 | -0.76% | 26,494,296 | 2.74% | 65.75% | 1.59% | 64 | -38.46% | 38 | 192.31% |
| 30 Jun, 13 | 132 | 158.82% | 25,786,891 | 223.87% | 64.31% | 16.22% | 104 | 333.33% | 13 | -13.33% |
| 31 Mar, 13 | 51 | -7.27% | 7,962,018 | -14.83% | 19.91% | 3.58% | 24 | -27.27% | 15 | 7.14% |
| 31 Dec, 12 | 55 | 22.22% | 9,347,988 | 23.63% | 23.59% | 6.58% | 33 | 17.86% | 14 | 75.00% |
| 30 Sep, 12 | 45 | -26.23% | 7,561,114 | -28.53% | 18.94% | 2.67% | 28 | -9.68% | 8 | -57.89% |
| 30 Jun, 12 | 61 | 8.93% | 10,579,128 | 19.02% | 26.61% | 4.97% | 31 | -6.06% | 19 | 26.67% |
| 31 Mar, 12 | 56 | 9.80% | 8,888,271 | 9.72% | 23.13% | 4.76% | 33 | 6.45% | 15 | 15.38% |
| 31 Dec, 11 | 51 | 6.25% | 8,100,650 | 1.42% | 22.04% | 4.74% | 31 | 14.81% | 13 | 8.33% |
| 30 Sep, 11 | 48 | -7.69% | 7,987,477 | -16.59% | 21.56% | 3.17% | 27 | -30.77% | 12 | 50.00% |
| 30 Jun, 11 | 52 | 8.33% | 9,576,320 | -5.20% | 26.09% | 2.83% | 39 | 39.29% | 8 | -38.46% |
| 31 Mar, 11 | 48 | 9.09% | 10,101,650 | 34.73% | 30.39% | 5.87% | 28 | 27.27% | 13 | 8.33% |
| 31 Dec, 10 | 44 | 7.32% | 7,497,769 | -0.42% | 22.75% | 4.37% | 22 | - | 12 | 9.09% |
| 30 Sep, 10 | 41 | -2.38% | 7,529,631 | 10.25% | 22.83% | 5.31% | 22 | -21.43% | 11 | 22.22% |
| 30 Jun, 10 | 42 | 20.00% | 6,829,634 | 18.83% | 20.73% | 6.76% | 28 | 47.37% | 9 | -18.18% |
| 31 Mar, 10 | 35 | 6.06% | 5,747,564 | -14.69% | 17.51% | 4.13% | 19 | 5.56% | 11 | 37.50% |
| 31 Dec, 09 | 33 | -13.16% | 6,737,169 | -0.36% | 20.60% | 4.81% | 18 | -21.74% | 8 | -11.11% |
| 30 Sep, 09 | 38 | -2.56% | 6,761,342 | 30.20% | 20.69% | 8.20% | 23 | -23.33% | 9 | 50.00% |
| 30 Jun, 09 | 39 | 34.48% | 5,192,963 | 48.63% | 15.88% | 13.87% | 30 | 66.67% | 6 | -33.33% |
| 31 Mar, 09 | 29 | -23.68% | 3,493,788 | -48.13% | 10.70% | 2.19% | 18 | -35.71% | 9 | - |
| 31 Dec, 08 | 38 | 5.56% | 6,735,465 | 110.17% | 22.09% | 19.64% | 28 | 12.00% | 9 | 28.57% |
| 30 Sep, 08 | 36 | 12.50% | 3,204,843 | 37.70% | 10.60% | 17.27% | 25 | 19.05% | 7 | - |
| 30 Jun, 08 | 32 | -20.00% | 2,327,342 | -54.48% | 7.84% | 2.60% | 21 | -16.00% | 7 | -30.00% |
| 31 Mar, 08 | 40 | 48.15% | 5,112,327 | 39.26% | 17.36% | 11.17% | 25 | 38.89% | 10 | 66.67% |
| 31 Dec, 07 | 27 | 28.57% | 3,671,096 | 77.97% | 12.46% | 26.02% | 18 | 38.46% | 6 | -14.29% |
| 30 Sep, 07 | 21 | -8.70% | 2,062,811 | -6.99% | 6.92% | 13.06% | 13 | 30.00% | 7 | - |
| 30 Jun, 07 | 23 | -25.81% | 2,217,905 | -14.34% | 7.28% | 9.89% | 10 | -44.44% | 7 | 40.00% |
| 31 Mar, 07 | 31 | - | 2,589,104 | 5.86% | 8.58% | 12.89% | 18 | -10.00% | 5 | -28.57% |
| 31 Dec, 06 | 31 | 14.81% | 2,445,787 | -16.22% | 8.16% | 8.74% | 20 | 42.86% | 7 | - |
| 30 Sep, 06 | 27 | 12.50% | 2,919,383 | 22.27% | 9.66% | 15.20% | 14 | - | 7 | - |
| 30 Jun, 06 | 24 | -20.00% | 2,387,676 | -2.39% | 7.97% | 11.65% | 14 | -12.50% | 7 | 40.00% |
| 31 Mar, 06 | 30 | 25.00% | 2,446,073 | -4.10% | 8.27% | 11.12% | 16 | 33.33% | 5 | 25.00% |
| 31 Dec, 05 | 24 | 4.35% | 2,550,530 | 20.52% | 8.63% | 17.72% | 12 | 20.00% | 4 | -20.00% |
| 30 Sep, 05 | 23 | -4.17% | 2,116,316 | -28.86% | 6.98% | 7.28% | 10 | -33.33% | 5 | - |
| 30 Jun, 05 | 24 | 20.00% | 2,974,680 | 96.51% | 9.79% | 39.24% | 15 | 87.50% | 5 | -37.50% |
| 31 Mar, 05 | 20 | -4.76% | 1,513,725 | 0.11% | 5.00% | 19.50% | 8 | -38.46% | 8 | 60.00% |
| 31 Dec, 04 | 21 | 23.53% | 1,512,103 | 28.21% | 5.06% | 33.37% | 13 | 44.44% | 5 | 150.00% |
| 30 Sep, 04 | 17 | -10.53% | 1,179,379 | 12.06% | 3.89% | 30.83% | 9 | -52.63% | 2 | - |
| 30 Jun, 04 | 19 | -26.92% | 1,052,484 | 14.08% | 3.55% | 34.17% | 19 | 26.67% | - | -100.00% |
| 31 Mar, 04 | 26 | 36.84% | 922,544 | 45.34% | 3.23% | 65.49% | 15 | 36.36% | 5 | 25.00% |
| 31 Dec, 03 | 19 | 5.56% | 634,769 | 17.10% | 2.22% | 51.31% | 11 | 22.22% | 4 | -42.86% |
| 30 Sep, 03 | 18 | 12.50% | 542,066 | -5.49% | 2.08% | 44.06% | 9 | -10.00% | 7 | 133.33% |
| 30 Jun, 03 | 16 | - | 573,575 | -11.92% | 2.17% | 35.12% | 10 | 11.11% | 3 | -25.00% |
| 31 Mar, 03 | 16 | 33.33% | 651,189 | 30.34% | 2.49% | 67.12% | 9 | - | 4 | 100.00% |
| 31 Dec, 02 | 12 | - | 499,610 | -12.74% | 1.93% | 39.60% | 9 | 28.57% | 2 | -33.33% |
| 30 Sep, 02 | 12 | 33.33% | 572,585 | 19.13% | 2.20% | 64.35% | 7 | - | 3 | 200.00% |
| 30 Jun, 02 | 9 | - | 480,632 | 15.20% | 1.85% | 71.52% | 7 | 40.00% | 1 | - |
| 31 Mar, 02 | 9 | 28.57% | 417,206 | -8.41% | 1.61% | 42.20% | 5 | - | 1 | - |
| 31 Dec, 01 | 7 | - | 455,497 | 43.13% | 1.95% | 103.61% | 5 | -16.67% | 1 | - |
| 30 Sep, 01 | 7 | -30.00% | 318,238 | -7.68% | 1.37% | 61.90% | 6 | -33.33% | 1 | - |
| 30 Jun, 01 | 10 | 42.86% | 344,728 | 80.21% | 1.49% | 207.15% | 9 | 50.00% | - | -100.00% |
| 31 Mar, 01 | 7 | 75.00% | 191,296 | 9.29% | 0.85% | 55.27% | 6 | 50.00% | 1 | - |
| 31 Dec, 00 | 4 | - | 175,035 | 535.27% | 1.24% | 3213.86% | 4 | 33.33% | - | -100.00% |
| 30 Sep, 00 | 4 | -33.33% | 27,553 | -90.51% | 0.20% | 4.66% | 3 | - | 1 | - |
| 30 Jun, 00 | 6 | 50.00% | 290,480 | 292.38% | 2.05% | 750.25% | 3 | 50.00% | - | -100.00% |
| 31 Mar, 00 | 4 | - | 74,030 | -49.34% | 0.52% | 51.01% | 2 | -33.33% | 1 | - |
| 31 Dec, 99 | 4 | - | 146,134 | -49.22% | 1.01% | 25.47% | 3 | - | - | - |
| 30 Sep, 99 | 4 | -50.00% | 287,753 | -5.40% | 1.99% | 45.18% | 3 | -25.00% | - | -100.00% |
| 30 Jun, 99 | 8 | - | 304,194 | 46.41% | 2.10% | 102.45% | 4 | -50.00% | 2 | - |
| 31 Mar, 99 | 8 | - | 207,768 | - | 1.43% | - | 8 | - | - | - |
Community Bank System Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
All Insider Owners Trades
The last insider sell of Community Bank System's stock was made by Karaivanov Dimitar on Jun 05 2024, selling 1,951 shares at $44.76 per share (valued at $87.33K). The last insider buy of CBU was made by Karaivanov Dimitar on Jun 13 2024, buying 1,000 shares at $43.52 per share (worth $43.52K).
Community Bank System Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 5 | 2 | 250.00% |
| Q1 2024 | 38 | 20 | 190.00% |
| Q4 2023 | 4 | 4 | 100.00% |
| Q3 2023 | 7 | - | - |
| Q2 2023 | 6 | 3 | 200.00% |
| Q1 2023 | 47 | 23 | 204.35% |
| Q4 2022 | 7 | 8 | 87.50% |
| Q3 2022 | 2 | 11 | 18.18% |
| Q2 2022 | 6 | 4 | 150.00% |
| Q1 2022 | 41 | 17 | 241.18% |
| Q4 2021 | 8 | 8 | 100.00% |
| Q3 2021 | 2 | - | - |
| Q2 2021 | 7 | 3 | 233.33% |
| Q1 2021 | 35 | 33 | 106.06% |
| Q4 2020 | 28 | 23 | 121.74% |
| Q3 2020 | 4 | 2 | 200.00% |
| Q2 2020 | 7 | 8 | 87.50% |
| Q1 2020 | 31 | 18 | 172.22% |
| Q4 2019 | 13 | 20 | 65.00% |
| Q3 2019 | 3 | 1 | 300.00% |
5 total buy trades, and 2 total sell trades (buy/sell ratio of 2.50%) were made by Community Bank System's insiders, as of Q2 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q2 2024 | 1 | - | - |
| Q1 2024 | 1 | 2 | 50.00% |
| Q4 2023 | 1 | 1 | 100.00% |
| Q3 2023 | 3 | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 4 | 4 | 100.00% |
| Q4 2022 | - | - | - |
| Q3 2022 | - | - | - |
| Q2 2022 | 1 | 2 | 50.00% |
| Q1 2022 | 1 | 2 | 50.00% |
| Q4 2021 | - | 1 | - |
| Q3 2021 | - | - | - |
| Q2 2021 | 1 | - | - |
| Q1 2021 | - | 8 | - |
| Q4 2020 | 3 | 10 | 30.00% |
| Q3 2020 | - | 1 | - |
| Q2 2020 | - | 5 | - |
| Q1 2020 | 1 | - | - |
| Q4 2019 | 1 | 7 | 14.29% |
| Q3 2019 | - | - | - |
As of Q2 2024, Insider owners conducted 1 open market buy trades and 0 open market sell trades of Community Bank System's stocks.
Community Bank System Peer Ownership
| Ticker | Company |
|---|---|
| HBCP | Home Bancorp, Inc. |
| NFBK | Northfield Bancorp, Inc. (Staten Island, NY) |
| CHMG | Chemung Financial Corporation |
| NWFL | Norwood Financial Corp. |
| FCAP | First Capital, Inc. |
| FNWD | Finward Bancorp |
| FCCO | First Community Corporation |
| LBAI | Lakeland Bancorp, Inc. |
| CWBC | Community West Bancshares |
| CATC | Cambridge Bancorp |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| RBKB | Rhinebeck Bancorp, Inc. |
| NBHC | National Bank Holdings Corporation |
| BY | Byline Bancorp, Inc. |
| WNEB | Western New England Bancorp, Inc. |
CBU Ownership FAQ
Who Owns Community Bank System?
Community Bank System is owned by institutional shareholders (13.89%), insiders (1.28%), and public (84.83%). The largest institutional shareholder of Community Bank System is BLACKROCK INC. (14.29% of total shares) and the top mutual fund owner is Walthausen Funds (1.47% of total shares).
Who are the major institutional shareholders of Community Bank System?
Community Bank System's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, NEUBERGER BERMAN GROUP LLC, and MORGAN STANLEY. The top five shareholders own together 43.70% of the company's share outstanding.
How many Community Bank System shareholders are there?
As of Jun 2024, there are 116 institutional shareholders of Community Bank System.
What percentage of Community Bank System is owned by BLACKROCK INC?
BLACKROCK INC owns 7.54M shares of Community Bank System, representing 14.29% of the company's total shares outstanding, valued at $356.06M (as of Jun 2024).
What percentage of Community Bank System is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 6.4M shares of Community Bank System (CBU), compromising 12.14% of the company, valued at $302.31M.
What percentage of Community Bank System is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Community Bank System. The company owns 3.64M of the company's shares outstanding (worth $173.6B).