Who Owns Community Financial System Stock?
NYSE: CBUFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 79.75%
- Held by insiders
- 0.76%
- Institutional holders
- 385
- Institutions 79.8%
- Insiders 0.8%
- Public and other 19.5%
Who owns Community Financial System stock?
Institutional investors own about 79.8% of Community Financial System's shares, spread across 385 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.76% of CBU.
The largest institutional holders are Blackrock Inc. (14.36%), FMR, LLC (6.99%) and Vanguard Portfolio Management LLC (6.75%). Together, the top 10 institutions control 56.1% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their CBU positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of CBU
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 7.56M | 14.36% | +0.6% |
| FMR, LLC | 3.68M | 6.99% | +21.5% |
| Vanguard Portfolio Management LLC | 3.55M | 6.75% | +0.7% |
| Neuberger Berman Group, LLC | 3.46M | 6.57% | -7.0% |
| State Street Corporation | 3.31M | 6.30% | +5.2% |
| Vanguard Capital Management LLC | 2.36M | 4.49% | -0.4% |
| Dimensional Fund Advisors LP | 1.84M | 3.50% | +1.4% |
| Morgan Stanley | 1.68M | 3.20% | -9.6% |
| Geode Capital Management, LLC | 1.36M | 2.58% | +4.8% |
| Federated Hermes, Inc. | 738.53K | 1.40% | -2.2% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of CBU
| Fund | Shares | % Held |
|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 3.20M | 6.08% |
| NEUBERGER BERMAN EQUITY FUNDS-Neuberger Genesis Fund | 1.95M | 3.70% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.67M | 3.18% |
| iShares Trust-iShares Russell 2000 ETF | 1.36M | 2.59% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 1.21M | 2.29% |
| Fidelity Capital Trust-Fidelity Stock Selector Small Cap Fund | 815.86K | 1.55% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 763.50K | 1.45% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 601.98K | 1.14% |
| Calvert Impact Fund, Inc.-Calvert Small-Cap Fund | 597.49K | 1.14% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 586.34K | 1.11% |
Frequently asked questions
Who is the largest shareholder of Community Financial System?
Blackrock Inc. is the largest institutional shareholder of CBU, owning 14.36% of shares outstanding (7.56M shares) as of its latest 13F filing.
What percentage of Community Financial System is owned by institutions?
Institutions own about 79.8% of CBU shares and 80.4% of the public float.
How much of Community Financial System do insiders own?
Insiders, such as officers and directors, own about 0.76% of CBU shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.