Community Bank System, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 7.69 M | $446.63 M | 100.00% | 14.54% |
| VANGUARD GROUP INC | 11/13/2024 | 6.42 M | $372.76 M | 0.24% | 12.14% |
| STATE STREET CORP | 11/14/2024 | 3.29 M | $192.46 M | -9.79% | 6.22% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 3.17 M | $183.81 M | 1.19% | 5.98% |
| MORGAN STANLEY | 11/14/2024 | 2.24 M | $130.15 M | -4.16% | 4.24% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.77 M | $103.02 M | 0.20% | 3.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.21 M | $70.21 M | 0.73% | 2.29% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 652,991 | $37.92 M | 1.53% | 1.23% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 620,816 | $36.05 M | -15.16% | 1.17% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 531,777 | $30.88 M | -8.73% | 1.01% |
| SEGALL BRYANT & HAMILL, LLC | 11/08/2024 | 479,845 | $27.86 M | -3.67% | 0.91% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 11/14/2024 | 381,087 | $22.13 M | -0.26% | 0.72% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 378,951 | $22.01 M | -10.09% | 0.72% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 292,557 | $16.99 M | -0.77% | 0.55% |
| PRINCIPAL FINANCIAL GROUP INC | 10/31/2024 | 247,709 | $14.38 M | -4.82% | 0.47% |
| WALDRON PRIVATE WEALTH LLC | 10/21/2024 | 228,070 | $13.24 M | 0.00% | 0.43% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 189,796 | $11.02 M | -7.01% | 0.36% |
| INVESCO LTD. | 11/12/2024 | 180,289 | $10.47 M | -1.76% | 0.34% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 177,674 | $10.32 M | 530.25% | 0.34% |
| RHUMBLINE ADVISERS | 11/12/2024 | 161,884 | $9.40 M | -3.69% | 0.31% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 151,641 | $8.81 M | -1.64% | 0.29% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11/14/2024 | 150,581 | $8.74 M | -35.44% | 0.28% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 146,028 | $8.48 M | -31.50% | 0.28% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2024 | 140,742 | $8.17 M | -6.08% | 0.27% |
| JANE STREET GROUP, LLC | 11/15/2024 | 127,227 | $7.39 M | 151.82% | 0.24% |
| NOTTINGHAM ADVISORS, INC. | 10/16/2024 | 123,811 | $7.19 M | -3.49% | 0.23% |
| COMMUNITY BANK, N.A. | 11/14/2024 | 117,460 | $6.82 M | -0.52% | 0.22% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 115,551 | $6.71 M | 100.00% | 0.22% |
| JPMORGAN CHASE & CO | 12/26/2024 | 112,377 | $6.53 M | 1.43% | 0.21% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 11/14/2024 | 111,516 | $6.48 M | -3.96% | 0.21% |
| BARCLAYS PLC | 11/19/2024 | 109,647 | $6.37 M | 99.02% | 0.21% |
| JACOBI CAPITAL MANAGEMENT LLC | 11/14/2024 | 104,381 | $6.06 M | 0.08% | 0.20% |
| SWISS NATIONAL BANK | 11/07/2024 | 103,100 | $5.99 M | -1.72% | 0.19% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11/13/2024 | 102,142 | $5.93 M | -9.61% | 0.19% |
| CITADEL ADVISORS LLC | 11/14/2024 | 93,063 | $5.40 M | 67.21% | 0.18% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 10/25/2024 | 86,321 | $5.01 M | -0.92% | 0.16% |
| STERLING CAPITAL MANAGEMENT LLC | 11/12/2024 | 76,235 | $4.43 M | 100.00% | 0.14% |
| HRT FINANCIAL LP | 11/12/2024 | 66,101 | $3.84 M | 680.41% | 0.13% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 65,198 | $3.79 M | -7.60% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 64,368 | $3.74 M | 15.61% | 0.12% |
| ALGERT GLOBAL LLC | 11/12/2024 | 64,193 | $3.73 M | 371.90% | 0.12% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 62,668 | $3.64 M | 29.18% | 0.12% |
| FMR LLC | 11/13/2024 | 61,439 | $3.57 M | 21.15% | 0.12% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 11/12/2024 | 58,389 | $3.39 M | 216.25% | 0.11% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 58,146 | $3.38 M | 6.40% | 0.11% |
| RAFFERTY ASSET MANAGEMENT, LLC | 11/13/2024 | 56,676 | $3.29 M | -33.83% | 0.11% |
| LOGAN CAPITAL MANAGEMENT INC | 12/06/2024 | 56,000 | $3.25 M | 0.00% | 0.11% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 54,483 | $3.16 M | -3.26% | 0.10% |
| GW&K INVESTMENT MANAGEMENT, LLC | 11/07/2024 | 53,982 | $3.14 M | -2.58% | 0.10% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 11/14/2024 | 53,643 | $2.53 M | 0.00% | 0.10% |
Community Bank System, Inc.institutional Ownership - FAQ's
During the previous two years, 342 institutional investors and hedge funds held shares of Community Bank System, Inc.. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 7.69 M
VANGUARD GROUP INC: 6.42 M
STATE STREET CORP: 3.29 M
Neuberger Berman Group LLC: 3.17 M
MORGAN STANLEY: 2.24 M
DIMENSIONAL FUND ADVISORS LP: 1.77 M
69.86% of Community Bank System, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 52.69 M shares in the last 24 months. This purchase volume represents approximately $3.28 B in transactions.