Community Bank System (CBU) Institutional Ownership

$62.83

+0.24 (+0.38%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 73.79%
Number of Institutional Buyers (last 12 months): 97
Total Institutional Inflows (last 12 months): $161.42M

Number of Institutional Sellers (last 12 months): 71
Total Institutional Outflows (last 12 months): $43.26M

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CBU Institutional Buying and Selling by Quarter

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Community Bank System Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Bailard Inc.	4,500	$212K	0.0%	-46.4%	0.009%
7/26/2024	Bank of New York Mellon Corp	582,641	$27.51M	0.0%	-1.9%	1.104%
7/24/2024	Pathway Financial Advisors LLC	14,182	$670K	0.2%	-5.0%	0.027%
7/24/2024	Louisiana State Employees Retirement System	26,600	$1.26M	0.0%	+0.8%	0.050%
7/22/2024	Carnegie Investment Counsel	51,174	$2.42M	0.1%	-18.9%	0.097%
7/18/2024	Assenagon Asset Management S.A.	182,397	$8.61M	0.0%	+152.9%	0.346%
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7/17/2024	Brown Lisle Cummings Inc.	913	$43K	0.0%	-17.3%	0.002%
7/16/2024	Wealth Enhancement Advisory Services LLC	50,045	$2.36M	0.0%	+2.9%	0.095%
7/12/2024	SG Americas Securities LLC	3,041	$144K	0.0%	-75.0%	0.006%
7/12/2024	QRG Capital Management Inc.	4,895	$231K	0.0%	+4.5%	0.009%
7/9/2024	Fulton Bank N.A.	7,376	$348K	0.0%	+13.9%	0.014%
5/28/2024	Boston Partners	74,081	$3.56M	0.0%	N/A	0.140%
5/17/2024	Comerica Bank	24,204	$1.16M	0.0%	-8.8%	0.046%
5/17/2024	Tidal Investments LLC	17,257	$829K	0.0%	+239.1%	0.033%
5/16/2024	California State Teachers Retirement System	53,386	$2.56M	0.0%	-5.4%	0.101%
5/16/2024	Waterford Advisors LLC	44,863	$2.16M	0.9%	N/A	0.085%
5/15/2024	Public Employees Retirement Association of Colorado	382,715	$18.38M	0.1%	-0.9%	0.725%
5/15/2024	Price T Rowe Associates Inc. MD	34,219	$1.64M	0.0%	+5.9%	0.065%
5/15/2024	Quadrature Capital Ltd	8,580	$412K	0.0%	N/A	0.016%
5/14/2024	CANADA LIFE ASSURANCE Co	47,591	$2.28M	0.0%	+1.2%	0.090%
5/14/2024	American International Group Inc.	28,739	$1.38M	0.0%	-0.9%	0.054%
5/13/2024	Invesco LLC	6,942	$333K	0.1%	+100.1%	0.013%
5/11/2024	Jacobi Capital Management LLC	87,412	$4.20M	0.4%	+51.0%	0.166%
5/10/2024	Vanguard Group Inc.	6,529,326	$313.60M	0.0%	-1.0%	12.375%
5/9/2024	Socha Financial Group LLC	13,050	$627K	0.3%	+139.4%	0.025%
5/9/2024	State Board of Administration of Florida Retirement System	21,568	$1.13M	0.0%	+41.8%	0.041%
5/8/2024	Entropy Technologies LP	11,562	$555K	0.1%	N/A	0.022%
5/8/2024	ProShare Advisors LLC	10,744	$516K	0.0%	+7.4%	0.020%
5/8/2024	Russell Investments Group Ltd.	55,134	$2.65M	0.0%	+9.7%	0.104%
5/8/2024	QRG Capital Management Inc.	4,683	$225K	0.0%	-6.8%	0.009%
5/7/2024	Sei Investments Co.	11,137	$535K	0.0%	-5.2%	0.021%
5/7/2024	Anchor Capital Advisors LLC	31,261	$1.50M	0.0%	+4.9%	0.059%
5/7/2024	SG Americas Securities LLC	12,142	$583K	0.0%	N/A	0.023%
5/6/2024	Quantbot Technologies LP	12,330	$592K	0.0%	N/A	0.023%
5/6/2024	Texas Permanent School Fund Corp	46,671	$2.24M	0.0%	+1.2%	0.088%
5/4/2024	Riggs Asset Managment Co. Inc.	5,378	$258K	0.1%	-7.0%	0.010%
5/1/2024	Janney Montgomery Scott LLC	51,750	$2.49M	0.0%	+6.0%	0.098%
5/1/2024	BNP Paribas Financial Markets	29,113	$1.40M	0.0%	+77.3%	0.055%
5/1/2024	Mirae Asset Global Investments Co. Ltd.	23,217	$1.24M	0.0%	-3.2%	0.044%
4/29/2024	Principal Financial Group Inc.	276,841	$13.30M	0.0%	-0.5%	0.525%
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4/29/2024	Benjamin Edwards Inc.	2,695	$129K	0.0%	+40.7%	0.005%
4/26/2024	Yousif Capital Management LLC	24,082	$1.16M	0.0%	-8.7%	0.046%
4/25/2024	New York State Teachers Retirement System	94,721	$4.55M	0.0%	-4.0%	0.180%
4/24/2024	Assenagon Asset Management S.A.	72,109	$3.46M	0.0%	+68.5%	0.137%
4/23/2024	Louisiana State Employees Retirement System	26,400	$1.27M	0.0%	-1.1%	0.050%
4/23/2024	Hamel Associates Inc.	9,550	$459K	0.1%	-80.6%	0.018%
4/23/2024	Hanson & Doremus Investment Management	6,239	$300K	0.0%	-11.8%	0.012%
4/23/2024	Raymond James Financial Services Advisors Inc.	25,514	$1.23M	0.0%	-5.1%	0.048%
4/19/2024	State of Alaska Department of Revenue	32,479	$1.56M	0.0%	-1.1%	0.062%
4/17/2024	Burns J W & Co. Inc. NY	5,173	$248K	0.0%	-16.0%	0.010%
4/16/2024	Fidelity D & D Bancorp Inc.	8,624	$414K	0.3%	-8.6%	0.016%
4/16/2024	Wealth Enhancement Advisory Services LLC	48,634	$2.34M	0.0%	-3.0%	0.092%
4/15/2024	Brookstone Capital Management	5,200	$250K	0.0%	-11.8%	0.010%
4/10/2024	Fulton Bank N.A.	6,476	$311K	0.0%	+10.5%	0.012%
4/4/2024	Moody National Bank Trust Division	14,851	$713K	0.1%	+28.1%	0.028%
4/1/2024	Canandaigua National Bank & Trust Co.	33,505	$1.61M	0.2%	-5.6%	0.063%
3/22/2024	PNC Financial Services Group Inc.	8,121	$423K	0.0%	+19.0%	0.015%
3/11/2024	Vanguard Group Inc.	6,596,018	$343.72M	0.0%	+0.7%	12.368%
3/8/2024	Trust Co. of Vermont	2,173	$113K	0.0%	-65.9%	0.004%
3/1/2024	Goldman Sachs Group Inc.	814,362	$42.44M	0.0%	+15.2%	1.527%
2/15/2024	Comerica Bank	26,547	$1.38M	0.0%	-1.1%	0.050%
2/14/2024	Jacobi Capital Management LLC	57,903	$3.02M	0.3%	-14.0%	0.108%
2/13/2024	Public Employees Retirement Association of Colorado	386,069	$20.12M	0.1%	+140.7%	0.723%
2/13/2024	Rafferty Asset Management LLC	77,817	$4.06M	0.0%	+24.3%	0.146%
2/12/2024	TFO Wealth Partners LLC	2,981	$155K	0.0%	+37,162.5%	0.006%
2/12/2024	Olympiad Research LP	4,101	$214K	0.2%	N/A	0.008%
2/12/2024	TD Asset Management Inc	28,500	$1.49M	0.0%	-37.5%	0.053%
2/12/2024	Hsbc Holdings PLC	278,661	$14.61M	0.0%	N/A	0.522%
2/9/2024	Citizens & Northern Corp	4,376	$228K	0.1%	N/A	0.008%
2/9/2024	Aigen Investment Management LP	13,828	$721K	0.1%	-27.9%	0.026%
2/9/2024	Franklin Resources Inc.	32,322	$1.68M	0.0%	-10.0%	0.061%
2/9/2024	GW&K Investment Management LLC	60,187	$3.14M	0.0%	-4.0%	0.113%
2/9/2024	Quest Partners LLC	7,379	$385K	0.1%	N/A	0.014%
2/9/2024	Trexquant Investment LP	31,816	$1.66M	0.0%	+466.5%	0.060%
2/9/2024	PNC Financial Services Group Inc.	8,121	$423K	0.0%	+19.0%	0.015%
2/9/2024	Norges Bank	592,392	$30.87M	0.0%	N/A	1.110%
2/8/2024	Hamel Associates Inc.	49,250	$2.57M	0.9%	-17.0%	0.092%
2/8/2024	Janney Montgomery Scott LLC	48,839	$2.55M	0.0%	+2.7%	0.091%
2/7/2024	Avantax Advisory Services Inc.	3,995	$208K	0.0%	N/A	0.007%
2/7/2024	Principal Financial Group Inc.	278,239	$14.50M	0.0%	-3.6%	0.521%
2/7/2024	Dimensional Fund Advisors LP	1,582,679	$82.48M	0.0%	+6.1%	2.964%
2/7/2024	QRG Capital Management Inc.	5,027	$262K	0.0%	N/A	0.009%
2/7/2024	BNP Paribas Financial Markets	16,421	$856K	0.0%	-50.8%	0.031%
2/6/2024	Charles Schwab Investment Management Inc.	591,913	$30.85M	0.0%	+5.8%	1.109%
2/6/2024	Maryland State Retirement & Pension System	19,403	$1.01M	0.0%	-1.6%	0.036%
2/6/2024	Amalgamated Bank	19,912	$1.04M	0.0%	-4.2%	0.037%
2/6/2024	Benjamin Edwards Inc.	1,915	$100K	0.0%	-23.1%	0.004%
2/6/2024	Swiss National Bank	105,400	$5.49M	0.0%	-10.8%	0.197%
2/5/2024	Victory Capital Management Inc.	17,209	$897K	0.0%	-9.4%	0.032%
2/5/2024	One Day In July LLC	4,000	$208K	0.0%	N/A	0.007%
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2/5/2024	Steele Capital Management Inc.	4,027	$210K	0.0%	N/A	0.008%
2/5/2024	Anchor Capital Advisors LLC	29,802	$1.55M	0.0%	+37.8%	0.056%
2/5/2024	Russell Investments Group Ltd.	50,255	$2.62M	0.0%	+4.7%	0.094%
2/2/2024	Truist Financial Corp	113,280	$5.90M	0.0%	-10.9%	0.212%
2/2/2024	Bailard Inc.	3,900	$203K	0.0%	N/A	0.007%
2/2/2024	Community Bank N.A.	123,184	$6.42M	0.8%	-7.4%	0.231%
2/2/2024	Atria Wealth Solutions Inc.	3,962	$206K	0.0%	N/A	0.007%
2/1/2024	Harbor Advisors LLC	4,058	$211K	0.0%	N/A	0.008%
2/1/2024	New York State Common Retirement Fund	21,200	$1.11M	0.0%	-2.3%	0.040%
2/1/2024	Illinois Municipal Retirement Fund	29,381	$1.53M	0.0%	-8.5%	0.055%

(Data available from 1/1/2016 forward)

CBU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CBU shares?: During the previous two years, 208 institutional investors and hedge funds held shares of Community Bank System. The most heavily invested institutionals were BlackRock Inc. ($477.20M), State Street Corp ($357.49M), Vanguard Group Inc. ($313.60M), Neuberger Berman Group LLC ($157.90M), Dimensional Fund Advisors LP ($82.48M), Eaton Vance Management ($55.15M), and Geode Capital Management LLC ($49.26M).Learn more on CBU's institutional investors.
What percentage of Community Bank System stock is owned by institutional investors?: 73.79% of Community Bank System stock is owned by institutional investors. Learn more on CBU's institutional investor holdings.
Which institutional investors have been buying Community Bank System stock?: Of the 169 institutional investors that purchased Community Bank System stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($592.39K), State Street Corp ($574.41K), Federated Hermes Inc. ($338.96K), Dimensional Fund Advisors LP ($329.77K), Assenagon Asset Management S.A. ($291.35K), Hsbc Holdings PLC ($288.88K), and Eaton Vance Management ($254.73K).

How much institutional buying is happening at Community Bank System?: Institutional investors have bought a total of 5,512,705 shares in the last 24 months. This purchase volume represents approximately $292.80M in transactions.
Which Community Bank System major shareholders have been selling company stock?: Of the 112 institutional investors that sold Community Bank System stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: ProShare Advisors LLC ($180.49K), Assenagon Asset Management S.A. ($108.95K), Principal Financial Group Inc. ($81.52K), Vanguard Group Inc. ($79.73K), Bank of New York Mellon Corp ($66.32K), Carnegie Capital Asset Management LLC ($65.28K), and TD Asset Management Inc ($62.80K).
How much institutional selling is happening at Community Bank System?: Institutional investors have sold a total of 1,433,240 shares in the last 24 months. This volume of shares sold represents approximately $73.95M in transactions.