Community Bank System, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 7.44 M | $436.09 M | -2.14% | 14.09% |
| VANGUARD GROUP INC | 11/07/2025 | 6.31 M | $370.22 M | -1.21% | 11.96% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 4.02 M | $235.87 M | 5.96% | 7.62% |
| STATE STREET CORP | 11/14/2025 | 3.30 M | $194.74 M | 2.88% | 6.24% |
| MORGAN STANLEY | 11/14/2025 | 2.27 M | $132.91 M | 1.89% | 4.29% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.82 M | $106.49 M | -0.54% | 3.44% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.25 M | $73.37 M | 0.67% | 2.37% |
| FEDERATED HERMES, INC. | 11/03/2025 | 744.26 K | $43.64 M | -1.76% | 1.41% |
| FMR LLC | 11/13/2025 | 737.16 K | $43.23 M | 470.63% | 1.40% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2025 | 726.05 K | $42.58 M | 588.77% | 1.38% |
| NORTHERN TRUST CORP | 11/14/2025 | 642.59 K | $37.68 M | -0.83% | 1.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 638.06 K | $37.42 M | 1.36% | 1.21% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 636.26 K | $37.31 M | 132.85% | 1.21% |
| DEPRINCE RACE & ZOLLO INC | 10/17/2025 | 585.53 K | $34.34 M | -0.93% | 1.11% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 524.44 K | $30.75 M | -3.10% | 0.99% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 515.36 K | $30.22 M | 2.18% | 0.98% |
| SEGALL BRYANT & HAMILL, LLC | 11/12/2025 | 407.52 K | $23.90 M | -2.74% | 0.77% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/13/2025 | 381.09 K | $22.35 M | 0.00% | 0.72% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 302.15 K | $17.72 M | -14.87% | 0.57% |
| UBS GROUP AG | 11/13/2025 | 276.44 K | $16.21 M | 129.62% | 0.52% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 255.31 K | $14.97 M | -14.82% | 0.48% |
| WALDRON PRIVATE WEALTH LLC | 10/30/2025 | 210.24 K | $12.43 M | -2.72% | 0.40% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/06/2025 | 206.17 K | $12.09 M | 14.43% | 0.39% |
| RHUMBLINE ADVISERS | 11/06/2025 | 153.14 K | $8.98 M | 1.47% | 0.29% |
| INVESCO LTD. | 11/13/2025 | 151.85 K | $8.90 M | -54.96% | 0.29% |
| VICTORY CAPITAL MANAGEMENT INC | 11/12/2025 | 144.19 K | $8.46 M | 0.46% | 0.27% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 141.88 K | $8.32 M | -4.56% | 0.27% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 139.95 K | $8.21 M | -2.73% | 0.27% |
| NUVEEN, LLC | 11/12/2025 | 133.52 K | $7.83 M | 0.00% | 0.25% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 11/14/2025 | 122.20 K | $7.17 M | -54.23% | 0.23% |
| COMMUNITY BANK, N.A. | 11/14/2025 | 118.57 K | $6.95 M | 0.24% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 114.36 K | $6.71 M | 16.96% | 0.22% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 113.74 K | $6.67 M | -3.48% | 0.22% |
| JPMORGAN CHASE & CO | 11/26/2025 | 111.96 K | $6.57 M | -4.75% | 0.21% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 110.31 K | $6.47 M | -42.99% | 0.21% |
| SWISS NATIONAL BANK | 11/13/2025 | 102.40 K | $6.00 M | 1.49% | 0.19% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 95.35 K | $5.59 M | -10.27% | 0.18% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/14/2025 | 92.01 K | $5.40 M | -0.26% | 0.17% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/24/2025 | 83.42 K | $4.89 M | -0.12% | 0.16% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2025 | 80.27 K | $4.71 M | 4.91% | 0.15% |
| BARCLAYS PLC | 11/12/2025 | 77.70 K | $4.56 M | -31.54% | 0.15% |
| NUMERAI GP LLC | 11/14/2025 | 70.21 K | $4.12 M | 100.00% | 0.13% |
| JACOBI CAPITAL MANAGEMENT LLC | 11/07/2025 | 70.09 K | $4.11 M | -65.98% | 0.13% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 65.67 K | $3.85 M | 0.61% | 0.12% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 62.53 K | $3.67 M | -35.32% | 0.12% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 60.53 K | $3.55 M | -34.91% | 0.11% |
| HILTON CAPITAL MANAGEMENT, LLC | 11/12/2025 | 58.23 K | $3.41 M | 16.86% | 0.11% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 56.38 K | $3.31 M | 10.72% | 0.11% |
| LOGAN CAPITAL MANAGEMENT INC | 11/14/2025 | 56.00 K | $3.28 M | 0.00% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 55.45 K | $3.23 M | -0.44% | 0.11% |
Community Bank System, Inc. institutional Ownership - FAQ's
During the previous two years, 356 institutional investors and hedge funds held shares of Community Bank System, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 7.44 M
VANGUARD GROUP INC: 6.31 M
Neuberger Berman Group LLC: 4.02 M
STATE STREET CORP: 3.3 M
MORGAN STANLEY: 2.27 M
DIMENSIONAL FUND ADVISORS LP: 1.82 M
74.21% of Community Bank System, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 57.00 M shares in the last 24 months. This purchase volume represents approximately $3.34 B in transactions.