Community Bank System Inc (CBU) Ownership

41.53 ↓0.16 (-0.38%)

As of April 17, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Community Bank System Inc (CBU), owning a total of 7.6 million shares. Combined, the top 29 institutional holders of CBU own 70.77% of the company with a total of 37.4 million shares.

In the latest ownership report on December 31st 2023, the top 29 institutional holders increased their combined ownership of CBU by 1.1 million shares. 13 institutions bought 1,899,751 total additional shares and increased their ownership by an average of 18.77%. However 7 institutions sold 822,766 total shares and decreased their ownership by an average of 11.05%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Community Bank System increased by a net total of 1,076,985 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.395%	-1.988%	7,595,180	-154,090	2023-12-31
Vanguard Group Inc	12.502%	0.656%	6,596,018	43,001	2023-12-31
State Street Corporation	7.259%	2.240%	3,829,764	83,910	2023-12-31
Neuberger Berman Group LLC	5.985%	-0.286%	3,157,798	-9,049	2023-12-31
Morgan Stanley - Brokerage Accounts	4.029%	2.262%	2,125,477	47,023	2023-12-31
Goldman Sachs Group Inc	3.087%	130.346%	1,628,724	921,647	2023-12-31
Dimensional Fund Advisors, Inc.	3.000%	6.112%	1,582,679	91,165	2023-12-31
Geode Capital Management, LLC	2.165%	4.358%	1,142,077	47,697	2023-12-31
Champlain Investment Partners, LLC	1.821%	-5.624%	960,534	-57,244	2023-12-31
Bank of New York Mellon Corp	1.165%	11.792%	614,822	64,850	2023-12-31
NORGES BANK	1.123%	9.684%	592,392	52,302	2023-12-31
Charles Schwab Investment Management Inc	1.122%	5.802%	591,913	32,459	2023-12-31
Northern Trust Corp	1.079%	-0.887%	569,520	-5,096	2023-12-31
Federated Hermes Inc	1.018%	13.988%	536,844	65,879	2023-12-31
Nuveen Asset Management, LLC	0.929%	2.714%	489,904	12,944	2023-12-31
Segall Bryant & Hamill	0.854%	54.091%	450,707	158,213	2023-12-31
Public Employees Retirt Assn Of Colorado	0.732%	-0.330%	386,069	-1,278	2023-12-31
Millennium Management LLC	0.606%	-64.693%	319,689	-585,754	2023-12-31
HSBC Holdings PLC	0.528%	0.000%	278,661	278,661	2023-12-31
Principal Financial Group Inc	0.527%	-3.555%	278,239	-10,255	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	14.395%	-1.988%	7,595,180	-154,090	2023-12-31
Vanguard Group Inc	12.502%	0.656%	6,596,018	43,001	2023-12-31
State Street Corporation	7.259%	2.240%	3,829,764	83,910	2023-12-31
Neuberger Berman Group LLC	5.985%	-0.286%	3,157,798	-9,049	2023-12-31
Morgan Stanley - Brokerage Accounts	4.029%	2.262%	2,125,477	47,023	2023-12-31
Goldman Sachs Group Inc	3.087%	130.346%	1,628,724	921,647	2023-12-31
Dimensional Fund Advisors, Inc.	3.000%	6.112%	1,582,679	91,165	2023-12-31
Geode Capital Management, LLC	2.165%	4.358%	1,142,077	47,697	2023-12-31
Champlain Investment Partners, LLC	1.821%	-5.624%	960,534	-57,244	2023-12-31
Eaton Vance Management	1.709%	38.413%	917,873	254,734	2022-09-30
Bank of New York Mellon Corp	1.165%	11.792%	614,822	64,850	2023-12-31
NORGES BANK	1.123%	9.684%	592,392	52,302	2023-12-31
Charles Schwab Investment Management Inc	1.122%	5.802%	591,913	32,459	2023-12-31
Northern Trust Corp	1.079%	-0.887%	569,520	-5,096	2023-12-31
Ameriprise Financial Inc	1.040%	-2.486%	555,313	-14,156	2023-06-30
Federated Hermes Inc	1.018%	13.988%	536,844	65,879	2023-12-31
Nuveen Asset Management, LLC	0.929%	2.714%	489,904	12,944	2023-12-31
Amvescap Plc.	0.899%	-0.642%	483,055	-3,122	2022-12-31
Segall Bryant & Hamill	0.854%	54.091%	450,707	158,213	2023-12-31
NFJ Investment Group, LLC	0.768%	317.438%	413,147	314,175	2022-09-30
Public Employees Retirt Assn Of Colorado	0.732%	-0.330%	386,069	-1,278	2023-12-31
Millennium Management LLC	0.606%	-64.693%	319,689	-585,754	2023-12-31
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	0.556%	1,415.310%	297,000	277,400	2023-06-30
HSBC Holdings PLC	0.528%	0.000%	278,661	278,661	2023-12-31
Principal Financial Group Inc	0.527%	-3.555%	278,239	-10,255	2023-12-31
Holocene Advisors, LP	0.518%	0.000%	276,345	276,345	2023-09-30
Cubist Systematic Strategies, LLC	0.500%	676.620%	266,637	232,304	2023-09-30
JPMorgan Chase & Co	0.431%	220.089%	230,906	158,768	2023-03-31
Waldron, LP	0.427%	-46.257%	228,070	-196,298	2023-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Community Bank System Inc (CBU), owning a total of 3.6 million shares. Combined, the top 29 mutual fund holders of CBU own 47.99% of the company with a total of 25.4 million shares.

In the latest ownership report on March 28th 2024, the top 29 fund holders increased their combined ownership of CBU by 2 thousand shares. 3 funds bought 6,918 total additional shares and increased their ownership by an average of 0.33%. However 1 funds sold 5,142 total shares and decreased their ownership by an average of 0.78%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Community Bank System increased by a net total of 1,776 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.817%	0.000%	3,596,534	0	2024-03-28
iShares Russell 2000 ETF	2.192%	0.375%	1,156,564	4,315	2024-03-28
SPDR® S&P Dividend ETF	1.461%	0.000%	770,869	0	2024-03-28
iShares S&P Small-Cap 600 Value ETF	1.246%	-0.776%	657,503	-5,142	2024-03-28
iShares Russell 2000 Value ETF	0.908%	0.000%	479,085	0	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.895%	0.103%	471,979	485	2024-03-28
SPDR® S&P Regional Banking ETF	0.794%	0.508%	418,900	2,118	2024-03-28
SPDR® S&P 600 Small Cap Value ETF	0.688%	0.000%	363,052	0	2024-03-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.817%	0.000%	3,596,534	0	2024-03-28
Neuberger Berman Genesis Inv	3.889%	-0.232%	2,051,686	-4,778	2023-12-31
Vanguard Total Stock Mkt Idx Inv	3.173%	-1.056%	1,673,940	-17,860	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	3.091%	0.830%	1,649,923	13,586	2023-03-31
Vanguard Small Cap Index	2.608%	0.939%	1,376,077	12,806	2024-02-29
Calvert Small-Cap A	2.426%	4.614%	1,279,937	56,446	2024-02-29
Calvert US Small-Cap Strategy	2.319%	5.031%	1,223,491	58,604	2023-12-31
iShares Russell 2000 ETF	2.192%	0.375%	1,156,564	4,315	2024-03-28
Vanguard Small Cap Value Index Inv	1.776%	0.417%	936,782	3,888	2024-02-29
Calvert US Small-Cap SMA	1.581%	24.872%	849,453	169,192	2023-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.490%	0.084%	786,345	656	2024-02-29
SPDR® S&P Dividend ETF	1.461%	0.000%	770,869	0	2024-03-28
Vanguard Extended Market Index Investor	1.379%	-0.017%	738,209	-128	2023-08-31
Champlain Small Company Fund, LLC	1.359%	-6.697%	724,914	-52,035	2023-12-31
SPDR® S&P US Dividend Aristocrats ETFDis	1.337%	-7.486%	715,373	-57,889	2023-07-31
iShares S&P Small-Cap 600 Value ETF	1.246%	-0.776%	657,503	-5,142	2024-03-28
Fidelity Small Cap Index	1.022%	1.559%	539,135	8,277	2024-01-31
Fidelity® Small Cap Index	0.964%	2.832%	514,530	14,168	2023-10-31
iShares Russell 2000 Value ETF	0.908%	0.000%	479,085	0	2024-03-28
SPDR® Portfolio S&P 600 Sm Cap ETF	0.895%	0.103%	471,979	485	2024-03-28
SPDR® S&P Regional Banking ETF	0.794%	0.508%	418,900	2,118	2024-03-28
Vanguard Tax-Managed Small Cap Adm	0.791%	0.000%	417,079	0	2024-02-29
Champlain Small Company Adv	0.739%	-7.143%	390,000	-30,000	2023-12-31
SPDR® S&P 600 Small Cap Value ETF	0.688%	0.000%	363,052	0	2024-03-28
Vanguard Dividend Appreciation ETF	0.634%	-0.149%	341,944	-510	2023-02-28
State St Russell Sm/Mid Cp® Indx NL Cl C	0.626%	2.644%	330,004	8,500	2024-02-29
Federated Hermes US Smid Eq R EUR Acc	0.619%	0.979%	326,452	3,164	2024-01-31
DFA US Small Cap I	0.584%	0.000%	311,979	0	2023-10-31
iShares S&P Small-Cap 600 Growth ETF	0.583%	0.000%	311,132	0	2023-11-30