Community Bank System Ownership 2024 | Who Owns Community Bank System Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

13.89%

Insider Ownership

1.29%

Retail Ownership

84.82%

Institutional Holders

116.00

Community Bank System Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.14.29%0.01%7,542,091-279,516-3.57%356,062,116Jun 30, 2024
VANGUARD GROUP INC12.14%0.01%6,403,606-125,720-1.93%302,314,238Jun 30, 2024
STATE STREET CORP6.91%0.01%3,643,854-49,903-1.35%173,604,638,000Jun 30, 2024
NEUBERGER BERMAN GROUP LLC5.93%0.12%3,128,051-33,191-1.05%147,675,287Jun 30, 2024
MORGAN STANLEY4.43%0.01%2,338,48868,9453.04%110,400,110Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.36%0.02%1,770,648142,9098.78%83,588,283Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.27%0.01%1,200,10828,1232.40%56,668,583Jun 30, 2024
GOLDMAN SACHS GROUP INC1.39%0.01%731,71776,11511.61%34,544,357Jun 30, 2024
FEDERATED HERMES, INC.1.31%0.08%691,87944,1376.81%32,663,607,000Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.22%0.01%643,12819,2643.09%30,362,073Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.10%0.01%582,641-10,983-1.85%27,506,493Jun 30, 2024
NORTHERN TRUST CORP1.02%0.00%539,338-17,121-3.08%25,462,146,000Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.94%0.42%498,112-72,485-12.70%23,515,868Jun 30, 2024
NORGES BANK0.94%0.00%496,409496,409100.00%23,435,469Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.80%0.01%421,488-67,233-13.76%19,899,364Jun 30, 2024
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO0.72%0.08%382,087-628-0.16%18,038,000Jun 30, 2024
BANK OF AMERICA CORP /DE/0.56%0.00%294,83331,46611.95%13,919,070Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.49%0.01%260,262-16,579-5.99%12,286,969,000Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.44%0.04%233,253-18,290-7.27%11,011,874Jun 30, 2024
WALDRON PRIVATE WEALTH LLC0.43%0.49%228,070--10,869,816Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
COMMUNITY BANK, N.A.0.22%0.73%118,070-4,157-3.40%5,574,084Jun 30, 2024
NOTTINGHAM ADVISORS, INC.0.24%0.72%128,294-86-0.07%6,056,778Jun 30, 2024
ALLIANCE WEALTH ADVISORS, LLC0.04%0.56%18,961--895,149Jun 30, 2024
WALDRON PRIVATE WEALTH LLC0.43%0.49%228,070--10,869,816Jun 30, 2024
JACOBI CAPITAL MANAGEMENT LLC0.20%0.43%104,29816,88619.32%4,923,902Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC0.94%0.42%498,112-72,485-12.70%23,515,868Jun 30, 2024
OLYMPIAD RESEARCH LP0.01%0.22%6,3406,340100.00%299,311Jun 30, 2024
NFJ INVESTMENT GROUP, LLC0.28%0.22%149,849-7,372-4.69%7,074,372Jun 30, 2024
CARL P. SHERR & CO., LLC0.02%0.22%8,170--385,704Jun 30, 2024
MINERVA ADVISORS LLC0.01%0.21%6,618--312,237Jun 30, 2024
PATHWAY FINANCIAL ADVISORS LLC0.03%0.18%14,182-741-4.97%669,532Jun 30, 2024
CANANDAIGUA NATIONAL BANK & TRUST CO0.06%0.17%33,505--1,581,771Jun 30, 2024
MELFA WEALTH MANAGEMENT, LLC0.01%0.16%4,825--227,789Jun 30, 2024
FOX RUN MANAGEMENT, L.L.C.0.03%0.15%16,36216,362100.00%772,450Jun 30, 2024
HAMEL ASSOCIATES, INC.0.02%0.14%9,550--450,856Jun 30, 2024
NUMERAI GP LLC0.02%0.14%8,238-37,615-82.03%388,916Jun 30, 2024
INVESCO, LLC0.01%0.14%6,932-10-0.14%327,260Jun 30, 2024
HILTON CAPITAL MANAGEMENT, LLC0.06%0.13%33,6469632.95%1,588,428Jun 30, 2024
BERKSHIRE ASSET MANAGEMENT LLC/PA0.10%0.13%53,64330,683133.64%2,532,486Jun 30, 2024
CITIZENS & NORTHERN CORP0.02%0.12%8,4278,427100.00%397,839Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.94%0.00%496,409496,409100.00%23,435,469Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP3.36%0.02%1,770,648142,9098.78%83,588,283Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC0.40%0.01%213,167132,697164.90%10,063,614Jun 30, 2024
ASSENAGON ASSET MANAGEMENT S.A.0.35%0.02%182,397110,288152.95%8,610,962Jun 30, 2024
GOLDMAN SACHS GROUP INC1.39%0.01%731,71776,11511.61%34,544,357Jun 30, 2024
MORGAN STANLEY4.43%0.01%2,338,48868,9453.04%110,400,110Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.11%0.01%57,67357,673100.00%2,722,742Jun 30, 2024
FEDERATED HERMES, INC.1.31%0.08%691,87944,1376.81%32,663,607,000Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.21%0.00%109,99340,35657.95%5,192,769Jun 30, 2024
BANK OF AMERICA CORP /DE/0.56%0.00%294,83331,46611.95%13,919,070Jun 30, 2024
BERKSHIRE ASSET MANAGEMENT LLC/PA0.10%0.13%53,64330,683133.64%2,532,486Jun 30, 2024
VERITION FUND MANAGEMENT LLC0.06%0.01%30,44930,449100.00%1,437,497Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.01%30,36630,366100.00%1,433,579Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.27%0.01%1,200,10828,1232.40%56,668,583Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%27,65927,659100.00%1,305,781Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)0.05%0.02%24,72923,1931509.96%1,167,456Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.13%0.02%66,64521,59647.94%3,146,290Jun 30, 2024
FMR LLC0.10%0.00%50,71220,82369.67%2,394,095Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.22%0.01%643,12819,2643.09%30,362,073Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.04%0.01%18,46318,463100.00%872,000Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.14.29%0.01%7,542,091-279,516-3.57%356,062,116Jun 30, 2024
HOLOCENE ADVISORS, LP----195,311-100.00%-Jun 30, 2024
VANGUARD GROUP INC12.14%0.01%6,403,606-125,720-1.93%302,314,238Jun 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, LLC0.94%0.42%498,112-72,485-12.70%23,515,868Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC0.80%0.01%421,488-67,233-13.76%19,899,364Jun 30, 2024
STATE STREET CORP6.91%0.01%3,643,854-49,903-1.35%173,604,638,000Jun 30, 2024
HSBC HOLDINGS PLC0.01%0.00%7,599-46,555-85.97%356,413Jun 30, 2024
WATERFORD ADVISORS, LLC----44,863-100.00%-Jun 30, 2024
BARCLAYS PLC0.10%0.00%55,093-38,322-41.02%2,601,000Jun 30, 2024
NUMERAI GP LLC0.02%0.14%8,238-37,615-82.03%388,916Jun 30, 2024
NEUBERGER BERMAN GROUP LLC5.93%0.12%3,128,051-33,191-1.05%147,675,287Jun 30, 2024
MAN GROUP PLC0.10%0.01%54,438-30,644-36.02%2,570,018Jun 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%1,330,897Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----23,217-100.00%-Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D0.08%0.01%42,812-20,497-32.38%2,021,155Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC0.02%0.04%12,486-19,530-61.00%589,464Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.44%0.04%233,253-18,290-7.27%11,011,874Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.94%0.00%496,409496,409100.00%23,435,469Jun 30, 2024
TWO SIGMA INVESTMENTS, LP0.11%0.01%57,67357,673100.00%2,722,742Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.01%30,36630,366100.00%1,433,579Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.05%0.00%27,65927,659100.00%1,305,781Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.03%0.00%17,80817,808100.00%840,716Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.0.03%0.01%13,76413,764100.00%649,798Jun 30, 2024
ALGERT GLOBAL LLC0.03%0.02%13,60313,603100.00%642,000Jun 30, 2024
D. E. SHAW & CO., INC.0.03%0.00%13,29913,299100.00%627,846Jun 30, 2024
MARSHALL WACE, LLP0.02%0.00%11,39011,390100.00%537,722Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC0.02%0.00%11,37911,379100.00%537,203Jun 30, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS0.02%0.00%8,8958,895100.00%420,000Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC0.02%0.02%8,8178,817100.00%416,277Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP0.01%0.00%6,9566,956100.00%328,393Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.00%5,8345,834100.00%275,431Jun 30, 2024
GALLAGHER FIDUCIARY ADVISORS, LLC0.01%0.06%5,4565,456100.00%257,596Jun 30, 2024
AUSBIL INVESTMENT MANAGEMENT LTD0.01%0.11%5,1375,137100.00%242,518Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.01%0.04%4,8864,886100.00%230,668Jun 30, 2024
IFG ADVISORY, LLC0.01%0.01%4,5004,500100.00%212,445Jun 30, 2024
CLEARSTEAD ADVISORS, LLC0.00%0.00%2,0002,000100.00%94,420Jun 30, 2024
POINT72 (DIFC) LTD0.00%0.00%1,6091,609100.00%75,943Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.00%0.00%1,0581,058100.00%49,000Jun 30, 2024
SMARTLEAF ASSET MANAGEMENT LLC0.00%0.00%397397100.00%18,142Jun 30, 2024
FEDERATION DES CAISSES DESJARDINS DU QUEBEC0.00%0.00%380380100.00%17,940Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%6969100.00%3,258Jun 30, 2024
QUARRY LP-0.00%2424100.00%1,133Jun 30, 2024
ALLWORTH FINANCIAL LP--2020100.00%1,151Jun 30, 2024
HUNTINGTON NATIONAL BANK--77100.00%330Jun 30, 2024
LARSON FINANCIAL GROUP LLC--55100.00%236Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT--11100.00%1,000Jun 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
Walthausen Funds1.47%50,220--Apr 30, 2023
TAX MANAGED SMALL CAP PORTFOLIO0.91%47,99925,450112.87%Jan 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.20%2,024,735-26,951-1.31%Feb 29, 2024
NICHOLAS Ltd EDITION, INC.0.18%60,445--Dec 31, 2023
CALVERT IMPACT FUND INC0.11%1,279,93756,4464.61%Mar 31, 2024
TAX-MANAGED GROWTH PORTFOLIO0.08%31,868--Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.08%351,05341,74413.50%Feb 29, 2024
BULLFINCH FUND INC0.07%1,200--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.07%37,485--Mar 31, 2024
STATE STREET INSTITUTIONAL FUNDS0.07%53,500--Mar 31, 2024
BNY MELLON INDEX FUNDS, INC.0.05%54,195-7,247-11.79%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.05%26,7011710.64%Mar 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.04%1,323--Mar 31, 2024
EATON VANCE SPECIAL INVESTMENT TRUST0.04%64,1526240.98%Mar 31, 2024
Vericimetry Funds0.03%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 TRUST0.02%74724047.34%Mar 31, 2024
DELAWARE VIP TRUST0.01%53,500--Mar 28, 2024
QUANTITATIVE MASTER SERIES LLC0.01%86,724--Mar 31, 2024
OSI ETF Trust0.01%2,425--Mar 31, 2022
DELAWARE GROUP EQUITY FUNDS IV0.01%16,100--Mar 28, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.01%7,898-278-3.40%Mar 31, 2024
FIRST TRUST VARIABLE INSURANCE TRUST0.01%62,599--Mar 28, 2024
VANGUARD INDEX FUNDS0.01%4,753,294-801,965-14.44%Mar 31, 2024
Legg Mason ETF Investment Trust0.01%21,053-10,462-33.20%Mar 31, 2024
Calvert Responsible Index Series, Inc.0.01%14,430--Mar 31, 2024
Segall Bryant & Hamill Trust0.01%159,20128,81422.10%Mar 31, 2024
SARATOGA ADVANTAGE TRUST0.01%500--Feb 29, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,646--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%27,160-1,720-5.96%Jan 31, 2024
Voya EQUITY TRUST0.01%9,754--Feb 29, 2024
AMG Funds IV0.01%18,480--Jan 31, 2024
Humankind Benefit Corp0.01%12964.88%Dec 31, 2023
VANGUARD SPECIALIZED FUNDS0.01%306,6422250.07%Jan 31, 2024
STERLING CAPITAL FUNDS0.01%107,578-2,710-2.46%Mar 28, 2024
Virtus Investment Trust0.00%149,24523,27818.48%Mar 28, 2024
SCHWAB CAPITAL TRUST0.00%180,2185,5543.18%Jan 31, 2024
RANGER FUNDS INVESTMENT TRUST0.00%157157-Apr 30, 2020
EATON VANCE GROWTH TRUST0.00%41,494--Feb 29, 2024
FIDELITY SECURITIES FUND0.00%346,300--Jan 31, 2024
Fidelity Commonwealth Trust II0.00%23,154--Aug 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.00%7,273--Mar 31, 2024
WESMARK FUNDS0.00%10,402--Mar 31, 2024
JNL VARIABLE FUND LLC0.00%15,371-677-4.22%Mar 31, 2020
JAMES ADVANTAGE FUNDS0.00%5,380--Dec 31, 2023
VANGUARD WHITEHALL FUNDS0.00%235,112-4,208-1.76%Jan 31, 2024
FIDELITY CONCORD STREET TRUST0.00%471,1429,3112.02%Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.00%13,409--Jan 31, 2024
Columbia Funds Variable Series Trust II0.00%67,18914,07026.49%Mar 31, 2024
Calvert Variable Products, Inc.0.00%5,517--Mar 31, 2024
ARCHER INVESTMENT SERIES TRUST0.00%618--Feb 29, 2024
VANGUARD TAX-MANAGED FUNDS0.00%411,058-6,021-1.44%Mar 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%10,465--Feb 29, 2024
AMG FUNDS0.00%52,545-1,850-3.40%Mar 28, 2024
OLD WESTBURY FUNDS INC0.00%225,000--Jan 31, 2024
DELAWARE GROUP EQUITY FUNDS V0.00%94,100--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%19,22816,342566.25%Mar 31, 2024
SHELTON FUNDS0.00%2,405-209-8.00%Feb 29, 2024
Victory Portfolios II0.00%64,53162,7943615.08%Mar 31, 2024
PFM Multi-Manager Series Trust0.00%1,000--Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,161,194268,47530.07%Jan 31, 2024
BNY Mellon Strategic Funds, Inc.0.00%2,495--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%33,105-2,584-7.24%Mar 31, 2024
STEWARD FUNDS, INC.0.00%2,540--Jan 31, 2024
TIMOTHY PLAN0.00%4,78363915.42%Mar 31, 2024
Dimensional ETF Trust0.00%439,90080,09722.26%Jan 31, 2024
SunAmerica Specialty Series0.00%436--Apr 30, 2021
PENN SERIES FUNDS INC0.00%21,335-859-3.87%Mar 28, 2024
Krane Shares Trust0.00%12,715--Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%412,44825,1026.48%Feb 29, 2024
PRUDENTIAL SERIES FUND0.00%54,886-1,550-2.75%Mar 28, 2024
Tidal Trust II0.00%16,75016,750-Jan 31, 2024
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST0.00%35,469-2,343-6.20%Dec 31, 2023
Catholic Responsible Investments Funds0.00%24,031-359-1.47%Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%2,567--Mar 31, 2024
Trust for Advised Portfolios0.00%11,500--Dec 31, 2023
T. Rowe Price Index Trust, Inc.0.00%12,9922572.02%Mar 31, 2024
Federated Hermes Equity Funds0.00%10,770--Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%10,156-2,851-21.92%Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%17,347-4,063-18.98%Mar 31, 2024
Global X Funds0.00%23,9787613.28%Jan 31, 2024
AMERICAN CENTURY ETF TRUST0.00%60,03517,35740.67%Feb 29, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%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 INC0.00%50,049-174-0.35%Mar 28, 2024
Advisors' Inner Circle Fund II0.00%390,000--Jan 31, 2024
Direxion Shares ETF Trust0.00%66,6442,8694.50%Jan 31, 2024
KP Funds0.00%19,023-189-0.98%Sep 30, 2020
VALIC Co II0.00%13,380-100-0.74%Feb 28, 2021
VANGUARD WORLD FUND0.00%92,077-4,795-4.95%Feb 29, 2024
TIAA-CREF LIFE FUNDS0.00%1,009--Mar 31, 2024
ALPS ETF Trust0.00%4,425--Feb 29, 2024
Federated Hermes Adviser Series0.00%2,20723111.69%Mar 31, 2024
iSHARES TRUST0.00%5,881,079219,6933.88%Mar 31, 2024
VANGUARD HORIZON FUNDS0.00%7,859--Mar 31, 2024
Voya PARTNERS INC0.00%25,500--Mar 31, 2024
SCHWAB INVESTMENTS0.00%17,025--Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%320,714--Mar 31, 2024
SA FUNDS INVESTMENT TRUST0.00%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

DateHoldingsChange %
30 Jun, 24116-51.05%
31 Mar, 24237-3.66%
31 Dec, 232464.24%
30 Sep, 232365.83%
30 Jun, 23223-9.35%
31 Mar, 23246-3.53%
31 Dec, 222554.94%
30 Sep, 222431.67%
30 Jun, 22239-1.65%
31 Mar, 222430.41%
31 Dec, 212422.54%
30 Sep, 212365.83%
30 Jun, 212235.19%
31 Mar, 21212-7.02%
31 Dec, 202286.54%
30 Sep, 20214-3.17%
30 Jun, 202213.76%
31 Mar, 20213-0.47%
31 Dec, 19214-2.28%
30 Sep, 192195.29%
30 Jun, 192080.97%
31 Mar, 19206-
31 Dec, 18206-1.44%
30 Sep, 18209-1.42%
30 Jun, 1821210.42%
31 Mar, 18192-3.03%
31 Dec, 171984.21%
30 Sep, 171903.83%
30 Jun, 171830.55%
31 Mar, 17182-2.67%
31 Dec, 1618712.65%
30 Sep, 161667.79%
30 Jun, 16154-2.53%
31 Mar, 16158-0.63%
31 Dec, 151594.61%
30 Sep, 15152-0.65%
30 Jun, 151530.66%
31 Mar, 151522.70%
31 Dec, 141481.37%
30 Sep, 14146-0.68%
30 Jun, 141475.76%
31 Mar, 14139-1.42%
31 Dec, 131417.63%
30 Sep, 13131-0.76%
30 Jun, 13132158.82%
31 Mar, 1351-7.27%
31 Dec, 125522.22%
30 Sep, 1245-26.23%
30 Jun, 12618.93%
31 Mar, 12569.80%
31 Dec, 11516.25%
30 Sep, 1148-7.69%
30 Jun, 11528.33%
31 Mar, 11489.09%
31 Dec, 10447.32%
30 Sep, 1041-2.38%
30 Jun, 104220.00%
31 Mar, 10356.06%
31 Dec, 0933-13.16%
30 Sep, 0938-2.56%
30 Jun, 093934.48%
31 Mar, 0929-23.68%
31 Dec, 08385.56%
30 Sep, 083612.50%
30 Jun, 0832-20.00%
31 Mar, 084048.15%
31 Dec, 072728.57%
30 Sep, 0721-8.70%
30 Jun, 0723-25.81%
31 Mar, 0731-
31 Dec, 063114.81%
30 Sep, 062712.50%
30 Jun, 0624-20.00%
31 Mar, 063025.00%
31 Dec, 05244.35%
30 Sep, 0523-4.17%
30 Jun, 052420.00%
31 Mar, 0520-4.76%
31 Dec, 042123.53%
30 Sep, 0417-10.53%
30 Jun, 0419-26.92%
31 Mar, 042636.84%
31 Dec, 03195.56%
30 Sep, 031812.50%
30 Jun, 0316-
31 Mar, 031633.33%
31 Dec, 0212-
30 Sep, 021233.33%
30 Jun, 029-
31 Mar, 02928.57%
31 Dec, 017-
30 Sep, 017-30.00%
30 Jun, 011042.86%
31 Mar, 01775.00%
31 Dec, 004-
30 Sep, 004-33.33%
30 Jun, 00650.00%
31 Mar, 004-
31 Dec, 994-
30 Sep, 994-50.00%
30 Jun, 998-
31 Mar, 998-

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

DateShares OutstandingChange %
30 Jun, 247,327,000-80.55%
31 Mar, 2437,679,926-4.11%
31 Dec, 2339,293,9780.30%
30 Sep, 2339,177,085-2.90%
30 Jun, 2340,347,1552.74%
31 Mar, 2339,272,0061.75%
31 Dec, 2238,597,133-1.16%
30 Sep, 2239,048,9342.87%
30 Jun, 2237,958,5130.60%
31 Mar, 2237,732,643-0.03%
31 Dec, 2137,742,823-0.49%
30 Sep, 2137,927,556-0.62%
30 Jun, 2138,165,168-0.32%
31 Mar, 2138,286,6492.38%
31 Dec, 2037,395,056-1.42%
30 Sep, 2037,933,0571.86%
30 Jun, 2037,239,231-1.88%
31 Mar, 2037,952,6281.02%
31 Dec, 1937,570,7631.07%
30 Sep, 1937,171,545-0.28%
30 Jun, 1937,277,2160.35%
31 Mar, 1937,147,2951.59%
31 Dec, 1836,564,3500.23%
30 Sep, 1836,482,104-0.08%
30 Jun, 1836,509,9903.19%
31 Mar, 1835,380,6972.52%
31 Dec, 1734,509,577-1.92%
30 Sep, 1735,186,8890.55%
30 Jun, 1734,993,0247.15%
31 Mar, 1732,658,1566.62%
31 Dec, 1630,631,2124.08%
30 Sep, 1629,429,4722.34%
30 Jun, 1628,756,1891.16%
31 Mar, 1628,425,5693.72%
31 Dec, 1527,405,647-24.18%
30 Sep, 1536,146,57235.38%
30 Jun, 1526,700,6911.77%
31 Mar, 1526,236,5253.06%
31 Dec, 1425,457,124-3.71%
30 Sep, 1426,438,1420.07%
30 Jun, 1426,418,950-2.40%
31 Mar, 1427,069,5234.22%
31 Dec, 1325,973,262-1.97%
30 Sep, 1326,494,2962.74%
30 Jun, 1325,786,891223.87%
31 Mar, 137,962,018-14.83%
31 Dec, 129,347,98823.63%
30 Sep, 127,561,114-28.53%
30 Jun, 1210,579,12819.02%
31 Mar, 128,888,2719.72%
31 Dec, 118,100,6501.42%
30 Sep, 117,987,477-16.59%
30 Jun, 119,576,320-5.20%
31 Mar, 1110,101,65034.73%
31 Dec, 107,497,769-0.42%
30 Sep, 107,529,63110.25%
30 Jun, 106,829,63418.83%
31 Mar, 105,747,564-14.69%
31 Dec, 096,737,169-0.36%
30 Sep, 096,761,34230.20%
30 Jun, 095,192,96348.63%
31 Mar, 093,493,788-48.13%
31 Dec, 086,735,465110.17%
30 Sep, 083,204,84337.70%
30 Jun, 082,327,342-54.48%
31 Mar, 085,112,32739.26%
31 Dec, 073,671,09677.97%
30 Sep, 072,062,811-6.99%
30 Jun, 072,217,905-14.34%
31 Mar, 072,589,1045.86%
31 Dec, 062,445,787-16.22%
30 Sep, 062,919,38322.27%
30 Jun, 062,387,676-2.39%
31 Mar, 062,446,073-4.10%
31 Dec, 052,550,53020.52%
30 Sep, 052,116,316-28.86%
30 Jun, 052,974,68096.51%
31 Mar, 051,513,7250.11%
31 Dec, 041,512,10328.21%
30 Sep, 041,179,37912.06%
30 Jun, 041,052,48414.08%
31 Mar, 04922,54445.34%
31 Dec, 03634,76917.10%
30 Sep, 03542,066-5.49%
30 Jun, 03573,575-11.92%
31 Mar, 03651,18930.34%
31 Dec, 02499,610-12.74%
30 Sep, 02572,58519.13%
30 Jun, 02480,63215.20%
31 Mar, 02417,206-8.41%
31 Dec, 01455,49743.13%
30 Sep, 01318,238-7.68%
30 Jun, 01344,72880.21%
31 Mar, 01191,2969.29%
31 Dec, 00175,035535.27%
30 Sep, 0027,553-90.51%
30 Jun, 00290,480292.38%
31 Mar, 0074,030-49.34%
31 Dec, 99146,134-49.22%
30 Sep, 99287,753-5.40%
30 Jun, 99304,19446.41%
31 Mar, 99207,768-

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

DateOwnership %Change %
30 Jun, 2413.89%0.27%
31 Mar, 2471.41%1.32%
31 Dec, 2373.68%1.37%
30 Sep, 2373.23%1.30%
30 Jun, 2375.16%1.41%
31 Mar, 2372.94%1.41%
31 Dec, 2271.83%1.36%
30 Sep, 2272.54%1.46%
30 Jun, 2270.39%1.44%
31 Mar, 2269.99%1.46%
31 Dec, 2169.31%1.41%
30 Sep, 2170.20%1.41%
30 Jun, 2170.67%1.40%
31 Mar, 2171.11%1.43%
31 Dec, 2070.60%1.41%
30 Sep, 2070.70%1.40%
30 Jun, 2070.95%1.33%
31 Mar, 2072.94%1.41%
31 Dec, 1971.84%1.39%
30 Sep, 1971.83%1.38%
30 Jun, 1972.16%1.39%
31 Mar, 1972.10%1.41%
31 Dec, 1871.46%1.41%
30 Sep, 1871.18%1.40%
30 Jun, 1871.39%1.48%
31 Mar, 1869.46%1.41%
31 Dec, 1770.29%1.45%
30 Sep, 1769.56%1.37%
30 Jun, 1771.24%1.41%
31 Mar, 1771.06%1.49%
31 Dec, 1669.05%1.57%
30 Sep, 1666.35%1.57%
30 Jun, 1665.09%1.56%
31 Mar, 1664.50%1.46%
31 Dec, 1566.40%0.86%
30 Sep, 1588.12%2.07%
30 Jun, 1565.32%1.57%
31 Mar, 1564.43%1.65%
31 Dec, 1462.47%1.48%
30 Sep, 1464.95%1.54%
30 Jun, 1464.93%1.46%
31 Mar, 1466.58%1.61%
31 Dec, 1364.24%1.49%
30 Sep, 1365.75%1.59%
30 Jun, 1364.31%16.22%
31 Mar, 1319.91%3.58%
31 Dec, 1223.59%6.58%
30 Sep, 1218.94%2.67%
30 Jun, 1226.61%4.97%
31 Mar, 1223.13%4.76%
31 Dec, 1122.04%4.74%
30 Sep, 1121.56%3.17%
30 Jun, 1126.09%2.83%
31 Mar, 1130.39%5.87%
31 Dec, 1022.75%4.37%
30 Sep, 1022.83%5.31%
30 Jun, 1020.73%6.76%
31 Mar, 1017.51%4.13%
31 Dec, 0920.60%4.81%
30 Sep, 0920.69%8.20%
30 Jun, 0915.88%13.87%
31 Mar, 0910.70%2.19%
31 Dec, 0822.09%19.64%
30 Sep, 0810.60%17.27%
30 Jun, 087.84%2.60%
31 Mar, 0817.36%11.17%
31 Dec, 0712.46%26.02%
30 Sep, 076.92%13.06%
30 Jun, 077.28%9.89%
31 Mar, 078.58%12.89%
31 Dec, 068.16%8.74%
30 Sep, 069.66%15.20%
30 Jun, 067.97%11.65%
31 Mar, 068.27%11.12%
31 Dec, 058.63%17.72%
30 Sep, 056.98%7.28%
30 Jun, 059.79%39.24%
31 Mar, 055.00%19.50%
31 Dec, 045.06%33.37%
30 Sep, 043.89%30.83%
30 Jun, 043.55%34.17%
31 Mar, 043.23%65.49%
31 Dec, 032.22%51.31%
30 Sep, 032.08%44.06%
30 Jun, 032.17%35.12%
31 Mar, 032.49%67.12%
31 Dec, 021.93%39.60%
30 Sep, 022.20%64.35%
30 Jun, 021.85%71.52%
31 Mar, 021.61%42.20%
31 Dec, 011.95%103.61%
30 Sep, 011.37%61.90%
30 Jun, 011.49%207.15%
31 Mar, 010.85%55.27%
31 Dec, 001.24%3213.86%
30 Sep, 000.20%4.66%
30 Jun, 002.05%750.25%
31 Mar, 000.52%51.01%
31 Dec, 991.01%25.47%
30 Sep, 991.99%45.18%
30 Jun, 992.10%102.45%
31 Mar, 991.43%-

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

DateIncreased PositionsChange %
30 Jun, 2452-48.51%
31 Mar, 24101-16.53%
31 Dec, 231213.42%
30 Sep, 2311724.47%
30 Jun, 2394-16.81%
31 Mar, 23113-5.83%
31 Dec, 221206.19%
30 Sep, 2211316.49%
30 Jun, 2297-14.16%
31 Mar, 22113-
31 Dec, 2111318.95%
30 Sep, 219520.25%
30 Jun, 21792.60%
31 Mar, 2177-26.67%
31 Dec, 2010517.98%
30 Sep, 2089-4.30%
30 Jun, 2093-3.13%
31 Mar, 20965.49%
31 Dec, 19914.60%
30 Sep, 1987-12.12%
30 Jun, 19995.32%
31 Mar, 1994-1.05%
31 Dec, 18957.95%
30 Sep, 1888-12.87%
30 Jun, 1810121.69%
31 Mar, 1883-17.00%
31 Dec, 171008.70%
30 Sep, 1792-14.81%
30 Jun, 1710822.73%
31 Mar, 17881.15%
31 Dec, 168710.13%
30 Sep, 16793.95%
30 Jun, 1676-8.43%
31 Mar, 168310.67%
31 Dec, 15757.14%
30 Sep, 157016.67%
30 Jun, 1560-25.93%
31 Mar, 158128.57%
31 Dec, 14636.78%
30 Sep, 1459-3.28%
30 Jun, 14618.93%
31 Mar, 1456-3.45%
31 Dec, 1358-9.38%
30 Sep, 1364-38.46%
30 Jun, 13104333.33%
31 Mar, 1324-27.27%
31 Dec, 123317.86%
30 Sep, 1228-9.68%
30 Jun, 1231-6.06%
31 Mar, 12336.45%
31 Dec, 113114.81%
30 Sep, 1127-30.77%
30 Jun, 113939.29%
31 Mar, 112827.27%
31 Dec, 1022-
30 Sep, 1022-21.43%
30 Jun, 102847.37%
31 Mar, 10195.56%
31 Dec, 0918-21.74%
30 Sep, 0923-23.33%
30 Jun, 093066.67%
31 Mar, 0918-35.71%
31 Dec, 082812.00%
30 Sep, 082519.05%
30 Jun, 0821-16.00%
31 Mar, 082538.89%
31 Dec, 071838.46%
30 Sep, 071330.00%
30 Jun, 0710-44.44%
31 Mar, 0718-10.00%
31 Dec, 062042.86%
30 Sep, 0614-
30 Jun, 0614-12.50%
31 Mar, 061633.33%
31 Dec, 051220.00%
30 Sep, 0510-33.33%
30 Jun, 051587.50%
31 Mar, 058-38.46%
31 Dec, 041344.44%
30 Sep, 049-52.63%
30 Jun, 041926.67%
31 Mar, 041536.36%
31 Dec, 031122.22%
30 Sep, 039-10.00%
30 Jun, 031011.11%
31 Mar, 039-
31 Dec, 02928.57%
30 Sep, 027-
30 Jun, 02740.00%
31 Mar, 025-
31 Dec, 015-16.67%
30 Sep, 016-33.33%
30 Jun, 01950.00%
31 Mar, 01650.00%
31 Dec, 00433.33%
30 Sep, 003-
30 Jun, 00350.00%
31 Mar, 002-33.33%
31 Dec, 993-
30 Sep, 993-25.00%
30 Jun, 994-50.00%
31 Mar, 998-

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

DateReduced PositionsChange %
30 Jun, 2430-66.29%
31 Mar, 248911.25%
31 Dec, 23801.27%
30 Sep, 2379-7.06%
30 Jun, 23852.41%
31 Mar, 2383-1.19%
31 Dec, 228415.07%
30 Sep, 2273-14.12%
30 Jun, 228513.33%
31 Mar, 22757.14%
31 Dec, 2170-14.63%
30 Sep, 2182-2.38%
30 Jun, 2184-1.18%
31 Mar, 218514.86%
31 Dec, 207412.12%
30 Sep, 2066-22.35%
30 Jun, 208521.43%
31 Mar, 20704.48%
31 Dec, 19671.52%
30 Sep, 196643.48%
30 Jun, 1946-22.03%
31 Mar, 195915.69%
31 Dec, 1851-17.74%
30 Sep, 186219.23%
30 Jun, 1852-1.89%
31 Mar, 185312.77%
31 Dec, 1747-7.84%
30 Sep, 175134.21%
30 Jun, 1738-30.91%
31 Mar, 1755-9.84%
31 Dec, 166132.61%
30 Sep, 16466.98%
30 Jun, 1643-4.44%
31 Mar, 1645-6.25%
31 Dec, 1548-
30 Sep, 1548-14.29%
30 Jun, 155643.59%
31 Mar, 1539-23.53%
31 Dec, 1451-1.92%
30 Sep, 145213.04%
30 Jun, 14462.22%
31 Mar, 1445-18.18%
31 Dec, 135544.74%
30 Sep, 1338192.31%
30 Jun, 1313-13.33%
31 Mar, 13157.14%
31 Dec, 121475.00%
30 Sep, 128-57.89%
30 Jun, 121926.67%
31 Mar, 121515.38%
31 Dec, 11138.33%
30 Sep, 111250.00%
30 Jun, 118-38.46%
31 Mar, 11138.33%
31 Dec, 10129.09%
30 Sep, 101122.22%
30 Jun, 109-18.18%
31 Mar, 101137.50%
31 Dec, 098-11.11%
30 Sep, 09950.00%
30 Jun, 096-33.33%
31 Mar, 099-
31 Dec, 08928.57%
30 Sep, 087-
30 Jun, 087-30.00%
31 Mar, 081066.67%
31 Dec, 076-14.29%
30 Sep, 077-
30 Jun, 07740.00%
31 Mar, 075-28.57%
31 Dec, 067-
30 Sep, 067-
30 Jun, 06740.00%
31 Mar, 06525.00%
31 Dec, 054-20.00%
30 Sep, 055-
30 Jun, 055-37.50%
31 Mar, 05860.00%
31 Dec, 045150.00%
30 Sep, 042-
30 Jun, 04--100.00%
31 Mar, 04525.00%
31 Dec, 034-42.86%
30 Sep, 037133.33%
30 Jun, 033-25.00%
31 Mar, 034100.00%
31 Dec, 022-33.33%
30 Sep, 023200.00%
30 Jun, 021-
31 Mar, 021-
31 Dec, 011-
30 Sep, 011-
30 Jun, 01--100.00%
31 Mar, 011-
31 Dec, 00--100.00%
30 Sep, 001-
30 Jun, 00--100.00%
31 Mar, 001-
31 Dec, 99--
30 Sep, 99--100.00%
30 Jun, 992-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24116-51.05%7,327,000-80.55%13.89%0.27%52-48.51%30-66.29%
31 Mar, 24237-3.66%37,679,926-4.11%71.41%1.32%101-16.53%8911.25%
31 Dec, 232464.24%39,293,9780.30%73.68%1.37%1213.42%801.27%
30 Sep, 232365.83%39,177,085-2.90%73.23%1.30%11724.47%79-7.06%
30 Jun, 23223-9.35%40,347,1552.74%75.16%1.41%94-16.81%852.41%
31 Mar, 23246-3.53%39,272,0061.75%72.94%1.41%113-5.83%83-1.19%
31 Dec, 222554.94%38,597,133-1.16%71.83%1.36%1206.19%8415.07%
30 Sep, 222431.67%39,048,9342.87%72.54%1.46%11316.49%73-14.12%
30 Jun, 22239-1.65%37,958,5130.60%70.39%1.44%97-14.16%8513.33%
31 Mar, 222430.41%37,732,643-0.03%69.99%1.46%113-757.14%
31 Dec, 212422.54%37,742,823-0.49%69.31%1.41%11318.95%70-14.63%
30 Sep, 212365.83%37,927,556-0.62%70.20%1.41%9520.25%82-2.38%
30 Jun, 212235.19%38,165,168-0.32%70.67%1.40%792.60%84-1.18%
31 Mar, 21212-7.02%38,286,6492.38%71.11%1.43%77-26.67%8514.86%
31 Dec, 202286.54%37,395,056-1.42%70.60%1.41%10517.98%7412.12%
30 Sep, 20214-3.17%37,933,0571.86%70.70%1.40%89-4.30%66-22.35%
30 Jun, 202213.76%37,239,231-1.88%70.95%1.33%93-3.13%8521.43%
31 Mar, 20213-0.47%37,952,6281.02%72.94%1.41%965.49%704.48%
31 Dec, 19214-2.28%37,570,7631.07%71.84%1.39%914.60%671.52%
30 Sep, 192195.29%37,171,545-0.28%71.83%1.38%87-12.12%6643.48%
30 Jun, 192080.97%37,277,2160.35%72.16%1.39%995.32%46-22.03%
31 Mar, 19206-37,147,2951.59%72.10%1.41%94-1.05%5915.69%
31 Dec, 18206-1.44%36,564,3500.23%71.46%1.41%957.95%51-17.74%
30 Sep, 18209-1.42%36,482,104-0.08%71.18%1.40%88-12.87%6219.23%
30 Jun, 1821210.42%36,509,9903.19%71.39%1.48%10121.69%52-1.89%
31 Mar, 18192-3.03%35,380,6972.52%69.46%1.41%83-17.00%5312.77%
31 Dec, 171984.21%34,509,577-1.92%70.29%1.45%1008.70%47-7.84%
30 Sep, 171903.83%35,186,8890.55%69.56%1.37%92-14.81%5134.21%
30 Jun, 171830.55%34,993,0247.15%71.24%1.41%10822.73%38-30.91%
31 Mar, 17182-2.67%32,658,1566.62%71.06%1.49%881.15%55-9.84%
31 Dec, 1618712.65%30,631,2124.08%69.05%1.57%8710.13%6132.61%
30 Sep, 161667.79%29,429,4722.34%66.35%1.57%793.95%466.98%
30 Jun, 16154-2.53%28,756,1891.16%65.09%1.56%76-8.43%43-4.44%
31 Mar, 16158-0.63%28,425,5693.72%64.50%1.46%8310.67%45-6.25%
31 Dec, 151594.61%27,405,647-24.18%66.40%0.86%757.14%48-
30 Sep, 15152-0.65%36,146,57235.38%88.12%2.07%7016.67%48-14.29%
30 Jun, 151530.66%26,700,6911.77%65.32%1.57%60-25.93%5643.59%
31 Mar, 151522.70%26,236,5253.06%64.43%1.65%8128.57%39-23.53%
31 Dec, 141481.37%25,457,124-3.71%62.47%1.48%636.78%51-1.92%
30 Sep, 14146-0.68%26,438,1420.07%64.95%1.54%59-3.28%5213.04%
30 Jun, 141475.76%26,418,950-2.40%64.93%1.46%618.93%462.22%
31 Mar, 14139-1.42%27,069,5234.22%66.58%1.61%56-3.45%45-18.18%
31 Dec, 131417.63%25,973,262-1.97%64.24%1.49%58-9.38%5544.74%
30 Sep, 13131-0.76%26,494,2962.74%65.75%1.59%64-38.46%38192.31%
30 Jun, 13132158.82%25,786,891223.87%64.31%16.22%104333.33%13-13.33%
31 Mar, 1351-7.27%7,962,018-14.83%19.91%3.58%24-27.27%157.14%
31 Dec, 125522.22%9,347,98823.63%23.59%6.58%3317.86%1475.00%
30 Sep, 1245-26.23%7,561,114-28.53%18.94%2.67%28-9.68%8-57.89%
30 Jun, 12618.93%10,579,12819.02%26.61%4.97%31-6.06%1926.67%
31 Mar, 12569.80%8,888,2719.72%23.13%4.76%336.45%1515.38%
31 Dec, 11516.25%8,100,6501.42%22.04%4.74%3114.81%138.33%
30 Sep, 1148-7.69%7,987,477-16.59%21.56%3.17%27-30.77%1250.00%
30 Jun, 11528.33%9,576,320-5.20%26.09%2.83%3939.29%8-38.46%
31 Mar, 11489.09%10,101,65034.73%30.39%5.87%2827.27%138.33%
31 Dec, 10447.32%7,497,769-0.42%22.75%4.37%22-129.09%
30 Sep, 1041-2.38%7,529,63110.25%22.83%5.31%22-21.43%1122.22%
30 Jun, 104220.00%6,829,63418.83%20.73%6.76%2847.37%9-18.18%
31 Mar, 10356.06%5,747,564-14.69%17.51%4.13%195.56%1137.50%
31 Dec, 0933-13.16%6,737,169-0.36%20.60%4.81%18-21.74%8-11.11%
30 Sep, 0938-2.56%6,761,34230.20%20.69%8.20%23-23.33%950.00%
30 Jun, 093934.48%5,192,96348.63%15.88%13.87%3066.67%6-33.33%
31 Mar, 0929-23.68%3,493,788-48.13%10.70%2.19%18-35.71%9-
31 Dec, 08385.56%6,735,465110.17%22.09%19.64%2812.00%928.57%
30 Sep, 083612.50%3,204,84337.70%10.60%17.27%2519.05%7-
30 Jun, 0832-20.00%2,327,342-54.48%7.84%2.60%21-16.00%7-30.00%
31 Mar, 084048.15%5,112,32739.26%17.36%11.17%2538.89%1066.67%
31 Dec, 072728.57%3,671,09677.97%12.46%26.02%1838.46%6-14.29%
30 Sep, 0721-8.70%2,062,811-6.99%6.92%13.06%1330.00%7-
30 Jun, 0723-25.81%2,217,905-14.34%7.28%9.89%10-44.44%740.00%
31 Mar, 0731-2,589,1045.86%8.58%12.89%18-10.00%5-28.57%
31 Dec, 063114.81%2,445,787-16.22%8.16%8.74%2042.86%7-
30 Sep, 062712.50%2,919,38322.27%9.66%15.20%14-7-
30 Jun, 0624-20.00%2,387,676-2.39%7.97%11.65%14-12.50%740.00%
31 Mar, 063025.00%2,446,073-4.10%8.27%11.12%1633.33%525.00%
31 Dec, 05244.35%2,550,53020.52%8.63%17.72%1220.00%4-20.00%
30 Sep, 0523-4.17%2,116,316-28.86%6.98%7.28%10-33.33%5-
30 Jun, 052420.00%2,974,68096.51%9.79%39.24%1587.50%5-37.50%
31 Mar, 0520-4.76%1,513,7250.11%5.00%19.50%8-38.46%860.00%
31 Dec, 042123.53%1,512,10328.21%5.06%33.37%1344.44%5150.00%
30 Sep, 0417-10.53%1,179,37912.06%3.89%30.83%9-52.63%2-
30 Jun, 0419-26.92%1,052,48414.08%3.55%34.17%1926.67%--100.00%
31 Mar, 042636.84%922,54445.34%3.23%65.49%1536.36%525.00%
31 Dec, 03195.56%634,76917.10%2.22%51.31%1122.22%4-42.86%
30 Sep, 031812.50%542,066-5.49%2.08%44.06%9-10.00%7133.33%
30 Jun, 0316-573,575-11.92%2.17%35.12%1011.11%3-25.00%
31 Mar, 031633.33%651,18930.34%2.49%67.12%9-4100.00%
31 Dec, 0212-499,610-12.74%1.93%39.60%928.57%2-33.33%
30 Sep, 021233.33%572,58519.13%2.20%64.35%7-3200.00%
30 Jun, 029-480,63215.20%1.85%71.52%740.00%1-
31 Mar, 02928.57%417,206-8.41%1.61%42.20%5-1-
31 Dec, 017-455,49743.13%1.95%103.61%5-16.67%1-
30 Sep, 017-30.00%318,238-7.68%1.37%61.90%6-33.33%1-
30 Jun, 011042.86%344,72880.21%1.49%207.15%950.00%--100.00%
31 Mar, 01775.00%191,2969.29%0.85%55.27%650.00%1-
31 Dec, 004-175,035535.27%1.24%3213.86%433.33%--100.00%
30 Sep, 004-33.33%27,553-90.51%0.20%4.66%3-1-
30 Jun, 00650.00%290,480292.38%2.05%750.25%350.00%--100.00%
31 Mar, 004-74,030-49.34%0.52%51.01%2-33.33%1-
31 Dec, 994-146,134-49.22%1.01%25.47%3---
30 Sep, 994-50.00%287,753-5.40%1.99%45.18%3-25.00%--100.00%
30 Jun, 998-304,19446.41%2.10%102.45%4-50.00%2-
31 Mar, 998-207,768-1.43%-8---

Community Bank System Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 13, 2024Karaivanov Dimitardirector, officer President & CEOP-PurchaseBuy1,000$43.52$43.52K19,653

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 13, 2024Karaivanov Dimitardirector, officer President & CEOP-PurchaseBuy1,000$43.52$43.52K19,653

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 05, 2024Karaivanov Dimitardirector, officer President & CEOF-InKindSell1,951$44.76$87.33K18,653
Apr 16, 2024STEELE SALLY Adirector-M-ExemptSell1,464--1,148

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 21, 2024Pecor Raymond C IIIdirector-A-AwardBuy479--7,486
Jun 21, 2024Sullivan Micheledirector-A-AwardBuy411--683
Jun 13, 2024Karaivanov Dimitardirector, officer President & CEOP-PurchaseBuy1,000$43.52$43.52K19,653
Jun 05, 2024Karaivanov Dimitardirector, officer President & CEOF-InKindSell1,951$44.76$87.33K18,653
May 02, 2024SUTARIS JOSEPH Eofficer EVP & Chief Financial OfficerI-DiscretionaryBuy3,543$43.22$153.15K10,313
Apr 16, 2024STEELE SALLY Adirector-M-ExemptBuy1,464--35,092
Apr 16, 2024STEELE SALLY Adirector-M-ExemptSell1,464--1,148
Mar 22, 2024Sullivan Micheledirector-A-AwardBuy271--271
Mar 21, 2024LEVY JEFFREY Mofficer SVP & Chief Banking OfficerA-AwardBuy1,650--7,674
Mar 21, 2024LEVY JEFFREY Mofficer SVP & Chief Banking OfficerA-AwardBuy5,916$44.27$261.90K5,916
Mar 21, 2024TRYNISKI MARK Edirector-A-AwardBuy1,395--1,395
Mar 21, 2024Pecor Raymond C IIIdirector-A-AwardBuy445--7,006
Mar 21, 2024Pecor Raymond C IIIdirector-A-AwardBuy1,395--5,539
Mar 21, 2024STEELE SALLY Adirector-A-AwardBuy1,395--2,597
Mar 21, 2024STICKELS ERICdirector-A-AwardBuy1,395--3,262
Mar 20, 2024Fesette Neil E.director-A-AwardBuy1,395--5,464
Mar 20, 2024Whipple John F.director-A-AwardBuy1,395--3,898
Mar 20, 2024MacPherson Kerrie D.director-A-AwardBuy1,395--4,831
Mar 20, 2024Bolus Mark J.director-A-AwardBuy1,395--3,281
Mar 20, 2024ACE BRIAN Rdirector-A-AwardBuy1,395--9,025

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

DateBuySellBuy/Sell Ratio
Q2 202452250.00%
Q1 20243820190.00%
Q4 202344100.00%
Q3 20237--
Q2 202363200.00%
Q1 20234723204.35%
Q4 20227887.50%
Q3 202221118.18%
Q2 202264150.00%
Q1 20224117241.18%
Q4 202188100.00%
Q3 20212--
Q2 202173233.33%
Q1 20213533106.06%
Q4 20202823121.74%
Q3 202042200.00%
Q2 20207887.50%
Q1 20203118172.22%
Q4 2019132065.00%
Q3 201931300.00%

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

DateBuySellBuy/Sell Ratio
Q2 20241--
Q1 20241250.00%
Q4 202311100.00%
Q3 20233--
Q2 2023---
Q1 202344100.00%
Q4 2022---
Q3 2022---
Q2 20221250.00%
Q1 20221250.00%
Q4 2021-1-
Q3 2021---
Q2 20211--
Q1 2021-8-
Q4 202031030.00%
Q3 2020-1-
Q2 2020-5-
Q1 20201--
Q4 20191714.29%
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


TickerCompany
HBCPHome Bancorp, Inc.
NFBKNorthfield Bancorp, Inc. (Staten Island, NY)
CHMGChemung Financial Corporation
NWFLNorwood Financial Corp.
FCAPFirst Capital, Inc.
FNWDFinward Bancorp
FCCOFirst Community Corporation
LBAILakeland Bancorp, Inc.
CWBCCommunity West Bancshares
CATCCambridge Bancorp
HFBLHome Federal Bancorp, Inc. of Louisiana
RBKBRhinebeck Bancorp, Inc.
NBHCNational Bank Holdings Corporation
BYByline Bancorp, Inc.
WNEBWestern New England Bancorp, Inc.

CBU Ownership FAQ


Community Bank System is owned by institutional shareholders (13.89%), insiders (1.29%), and public (84.82%). 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).

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.

As of Jun 2024, there are 116 institutional shareholders of Community Bank System.

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).

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.

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).