Community Financial System Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 7.51 M | $440.69 M | -0.37% | 14.18% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 3.72 M | $217.91 M | -2.54% | 7.01% |
| 05/08/2026 | 3.53 M | $206.79 M | 100.00% | 6.65% | |
| STATE STREET CORP | 05/15/2026 | 3.15 M | $186.20 M | 0.74% | 5.95% |
| FMR LLC | 05/15/2026 | 3.03 M | $177.50 M | 80.06% | 5.71% |
| VANGUARD CAPITAL MANAGEMENT LLC | 05/15/2026 | 2.37 M | $139.24 M | 100.00% | 4.48% |
| MORGAN STANLEY | 05/15/2026 | 1.86 M | $109.15 M | -7.20% | 3.51% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.82 M | $106.65 M | 1.14% | 3.43% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.30 M | $76.13 M | 3.94% | 2.45% |
| FEDERATED HERMES, INC. | 05/11/2026 | 754.80 K | $44.27 M | 12.34% | 1.42% |
| NFJ INVESTMENT GROUP, LLC | 05/13/2026 | 679.96 K | $39.88 M | -2.28% | 1.28% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 639.01 K | $37.48 M | 0.62% | 1.21% |
| NORTHERN TRUST CORP | 05/14/2026 | 620.51 K | $36.39 M | 2.84% | 1.17% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 598.79 K | $35.12 M | 3.35% | 1.13% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 530.90 K | $31.14 M | -1.94% | 1.00% |
| DEPRINCE RACE & ZOLLO INC | 04/24/2026 | 530.87 K | $31.14 M | 11.14% | 1.00% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 524.56 K | $30.77 M | 21.46% | 0.99% |
| RIGGS ASSET MANAGMENT CO. INC. | 05/12/2026 | 417.16 K | $24.47 M | 3.91% | 0.79% |
| SEGALL BRYANT & HAMILL, LLC | 05/22/2026 | 353.15 K | $20.71 M | -4.87% | 0.67% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 345.64 K | $20.27 M | 100.00% | 0.65% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 256.39 K | $15.04 M | 2.07% | 0.48% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 05/13/2026 | 188.48 K | $11.05 M | 3.40% | 0.36% |
| VICTORY CAPITAL MANAGEMENT INC | 05/15/2026 | 154.29 K | $9.05 M | 3.63% | 0.29% |
| UBS GROUP AG | 05/05/2026 | 152.16 K | $8.92 M | -25.46% | 0.29% |
| RHUMBLINE ADVISERS | 05/12/2026 | 147.29 K | $8.64 M | 0.01% | 0.28% |
| INVESCO LTD. | 05/12/2026 | 146.71 K | $8.60 M | 11.21% | 0.28% |
| NUVEEN, LLC | 04/30/2026 | 131.49 K | $7.71 M | -0.62% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 127.46 K | $7.48 M | 9.88% | 0.24% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 124.66 K | $7.31 M | -7.62% | 0.24% |
| WALDRON PRIVATE WEALTH LLC | 04/10/2026 | 122.05 K | $7.16 M | -41.95% | 0.23% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 121.26 K | $7.11 M | -28.21% | 0.23% |
| AMERIPRISE FINANCIAL INC | 07/17/2026 | 127.34 K | $7.47 M | -3.67% | 0.23% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 120.29 K | $7.06 M | 1.44% | 0.23% |
| JPMORGAN CHASE & CO | 05/13/2026 | 113.52 K | $6.55 M | 17.66% | 0.21% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 113.48 K | $6.66 M | 2.02% | 0.21% |
| SWISS NATIONAL BANK | 05/07/2026 | 104.20 K | $6.11 M | 0.00% | 0.20% |
| COMMUNITY BANK, N.A. | 05/12/2026 | 100.31 K | $5.88 M | -2.15% | 0.19% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 96.37 K | $5.65 M | 100.00% | 0.18% |
| CITADEL ADVISORS LLC | 05/15/2026 | 95.79 K | $5.62 M | 16.28% | 0.18% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 94.86 K | $5.56 M | 3.42% | 0.18% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/06/2026 | 93.32 K | $5.47 M | -0.16% | 0.18% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 05/14/2026 | 76.99 K | $4.52 M | 100.00% | 0.15% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 04/27/2026 | 76.78 K | $4.50 M | -7.62% | 0.14% |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 05/15/2026 | 76.77 K | $4.50 M | 101.24% | 0.14% |
| HILTON CAPITAL MANAGEMENT, LLC | 05/15/2026 | 74.12 K | $4.35 M | 14.77% | 0.14% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 71.77 K | $4.21 M | 53.55% | 0.14% |
| STERLING CAPITAL MANAGEMENT LLC | 04/22/2026 | 70.43 K | $4.13 M | -2.46% | 0.13% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 68.46 K | $3.93 M | 0.00% | 0.13% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 67.94 K | $3.98 M | -78.59% | 0.13% |
| JACOBI CAPITAL MANAGEMENT LLC | 05/14/2026 | 62.91 K | $3.69 M | -9.86% | 0.12% |
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Community Financial System Inc. institutional Ownership - FAQ's
During the previous two years, 382 institutional investors and hedge funds held shares of Community Financial System Inc.. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 544,140
MASSACHUSETTS FINANCIAL SERVICES CO /MA/: 450,410
Riggs Asset Managment Co. Inc.: 411,432
PRINCIPAL FINANCIAL GROUP INC: 254,722
ENVESTNET ASSET MANAGEMENT INC: 123,878
Waldron Private Wealth LLC: 122,062
71.29% of Community Financial System Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 59.38 M shares in the last 24 months. This purchase volume represents approximately $3.46 B in transactions.