Community Financial System Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 7.56 M | $507.21 M | 0.57% | 14.29% |
| FMR LLC | 08/13/2026 | 3.68 M | $246.87 M | 21.54% | 6.96% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 3.55 M | $238.21 M | 0.66% | 6.71% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 3.46 M | $232.01 M | -6.97% | 6.54% |
| STATE STREET CORP | 08/07/2026 | 3.31 M | $223.93 M | 5.18% | 6.27% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 2.36 M | $158.72 M | -0.40% | 4.47% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.84 M | $123.73 M | 1.38% | 3.49% |
| MORGAN STANLEY | 08/13/2026 | 1.68 M | $112.92 M | -9.61% | 3.18% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.36 M | $91.29 M | 4.79% | 2.57% |
| FEDERATED HERMES, INC. | 08/12/2026 | 738.53 K | $49.57 M | -2.16% | 1.40% |
| NORTHERN TRUST CORP | 08/13/2026 | 657.59 K | $44.14 M | 5.98% | 1.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 635.28 K | $42.64 M | -0.58% | 1.20% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 635.28 K | $42.64 M | 100.00% | 1.20% |
| NORGES BANK | 08/12/2026 | 567.24 K | $38.07 M | 100.00% | 1.07% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 544.14 K | $36.52 M | 2.49% | 1.03% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 08/03/2026 | 450.41 K | $30.23 M | 100.00% | 0.85% |
| RIGGS ASSET MANAGMENT CO. INC. | 07/29/2026 | 411.43 K | $27.62 M | -1.37% | 0.78% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 392.35 K | $26.33 M | 11.10% | 0.74% |
| DEPRINCE RACE & ZOLLO INC | 08/20/2026 | 368.12 K | $24.71 M | -30.66% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 356.83 K | $23.95 M | 3.24% | 0.67% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 08/14/2026 | 321.02 K | $21.55 M | 100.00% | 0.61% |
| NFJ INVESTMENT GROUP, LLC | 08/11/2026 | 260.08 K | $17.46 M | -61.75% | 0.49% |
| UBS GROUP AG | 08/13/2026 | 259.42 K | $17.41 M | 70.50% | 0.49% |
| PRINCIPAL FINANCIAL GROUP INC | 08/04/2026 | 254.72 K | $17.10 M | -0.65% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 246.96 K | $16.58 M | -58.76% | 0.47% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 08/14/2026 | 236.77 K | $15.89 M | 208.43% | 0.45% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 203.52 K | $13.66 M | -61.20% | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 191.64 K | $12.86 M | 98.87% | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 08/13/2026 | 180.58 K | $12.12 M | -4.19% | 0.34% |
| NUVEEN, LLC | 08/11/2026 | 152.54 K | $10.24 M | 16.01% | 0.29% |
| INVESCO LTD. | 08/14/2026 | 143.34 K | $9.62 M | -2.30% | 0.27% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 136.42 K | $9.16 M | 12.50% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 133.79 K | $8.98 M | 100.00% | 0.25% |
| RHUMBLINE ADVISERS | 08/12/2026 | 132.33 K | $8.88 M | -10.16% | 0.25% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 124.79 K | $8.38 M | 0.11% | 0.24% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 124.50 K | $8.36 M | -2.23% | 0.24% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 123.88 K | $8.31 M | -2.81% | 0.23% |
| WALDRON PRIVATE WEALTH LLC | 07/20/2026 | 122.06 K | $8.19 M | 0.01% | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 118.33 K | $7.94 M | -1.63% | 0.22% |
| JPMORGAN CHASE & CO | 08/12/2026 | 106.71 K | $7.29 M | -6.00% | 0.20% |
| VICTORY CAPITAL MANAGEMENT INC | 08/07/2026 | 105.84 K | $7.10 M | -31.40% | 0.20% |
| SWISS NATIONAL BANK | 08/11/2026 | 105.40 K | $7.07 M | 1.15% | 0.20% |
| CITADEL ADVISORS LLC | 09/02/2026 | 105.10 K | $7.05 M | 9.72% | 0.20% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 97.23 K | $6.53 M | 35.48% | 0.18% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 08/14/2026 | 96.17 K | $6.45 M | 3.05% | 0.18% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 94.26 K | $6.33 M | -0.62% | 0.18% |
| COMMUNITY BANK, N.A. | 08/13/2026 | 91.53 K | $6.14 M | -8.76% | 0.17% |
| HILTON CAPITAL MANAGEMENT, LLC | 08/04/2026 | 77.91 K | $5.23 M | 5.12% | 0.15% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 76.06 K | $5.10 M | 71.73% | 0.14% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 07/23/2026 | 75.72 K | $5.08 M | -1.39% | 0.14% |
Community Financial System Inc. institutional Ownership - FAQ's
During the previous two years, 397 institutional investors and hedge funds held shares of Community Financial System Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 7.56 M
FMR LLC: 3.68 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 3.55 M
Neuberger Berman Group LLC: 3.46 M
STATE STREET CORP: 3.31 M
VANGUARD CAPITAL MANAGEMENT LLC: 2.36 M
78.74% of Community Financial System Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 65.19 M shares in the last 24 months. This purchase volume represents approximately $3.80 B in transactions.