Community Financial System Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 7.54 M | $433.18 M | 1.41% | 13.45% |
| VANGUARD GROUP INC | 01/29/2026 | 6.28 M | $360.45 M | -0.60% | 11.19% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 3.81 M | $218.99 M | -5.22% | 6.80% |
| STATE STREET CORP | 02/13/2026 | 3.13 M | $181.12 M | -5.11% | 5.58% |
| MORGAN STANLEY | 02/13/2026 | 2.01 M | $115.19 M | -11.52% | 3.58% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.80 M | $103.28 M | -1.00% | 3.21% |
| FMR LLC | 02/17/2026 | 1.68 M | $96.54 M | 128.00% | 3.00% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 1.25 M | $71.73 M | -0.20% | 2.23% |
| NFJ INVESTMENT GROUP, LLC | 02/13/2026 | 695.82 K | $39.97 M | -4.16% | 1.24% |
| NORGES BANK | 02/10/2026 | 678.84 K | $38.99 M | 100.00% | 1.21% |
| FEDERATED HERMES, INC. | 02/12/2026 | 671.91 K | $38.59 M | -9.72% | 1.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 635.05 K | $36.48 M | -0.47% | 1.13% |
| NORTHERN TRUST CORP | 02/17/2026 | 603.40 K | $34.66 M | -6.10% | 1.08% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 579.35 K | $33.28 M | -8.94% | 1.03% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 541.43 K | $31.10 M | 3.24% | 0.97% |
| DEPRINCE RACE & ZOLLO INC | 01/23/2026 | 477.68 K | $27.44 M | -18.42% | 0.85% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 431.87 K | $24.81 M | -16.20% | 0.77% |
| RIGGS ASSET MANAGMENT CO. INC. | 01/29/2026 | 401.45 K | $23.06 M | 740.08% | 0.72% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 02/13/2026 | 381.09 K | $21.89 M | 0.00% | 0.68% |
| SEGALL BRYANT & HAMILL, LLC | 02/13/2026 | 371.22 K | $21.32 M | -8.91% | 0.66% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 317.27 K | $18.22 M | 5.01% | 0.57% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 251.19 K | $14.43 M | -1.62% | 0.45% |
| WALDRON PRIVATE WEALTH LLC | 01/14/2026 | 210.24 K | $12.08 M | 0.00% | 0.38% |
| UBS GROUP AG | 01/29/2026 | 204.13 K | $11.73 M | -26.16% | 0.36% |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 02/13/2026 | 182.29 K | $10.47 M | -11.58% | 0.33% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 168.89 K | $9.70 M | 2,430.60% | 0.30% |
| VICTORY CAPITAL MANAGEMENT INC | 02/13/2026 | 148.88 K | $8.55 M | 3.25% | 0.27% |
| RHUMBLINE ADVISERS | 02/13/2026 | 147.27 K | $8.46 M | -3.83% | 0.26% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 134.94 K | $7.75 M | -3.58% | 0.24% |
| NUVEEN, LLC | 02/12/2026 | 132.31 K | $7.60 M | -0.91% | 0.24% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 132.19 K | $7.60 M | -6.83% | 0.24% |
| INVESCO LTD. | 02/19/2026 | 131.93 K | $7.58 M | -13.12% | 0.24% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 122.20 K | $7.02 M | 0.00% | 0.22% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 118.59 K | $6.81 M | 7.51% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 116.00 K | $6.66 M | 1.43% | 0.21% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 111.23 K | $6.39 M | -2.21% | 0.20% |
| SWISS NATIONAL BANK | 02/12/2026 | 104.20 K | $5.99 M | 1.76% | 0.19% |
| COMMUNITY BANK, N.A. | 02/04/2026 | 102.51 K | $5.89 M | -13.54% | 0.18% |
| JPMORGAN CHASE & CO | 02/11/2026 | 96.49 K | $5.54 M | -13.82% | 0.17% |
| BARCLAYS PLC | 02/13/2026 | 93.64 K | $5.38 M | 20.52% | 0.17% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 02/12/2026 | 93.47 K | $5.37 M | 1.59% | 0.17% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 91.72 K | $5.27 M | -3.81% | 0.16% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 01/30/2026 | 83.12 K | $4.77 M | -0.36% | 0.15% |
| CITADEL ADVISORS LLC | 02/17/2026 | 82.38 K | $4.73 M | 130.18% | 0.15% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 80.29 K | $4.61 M | 32.65% | 0.14% |
| STERLING CAPITAL MANAGEMENT LLC | 02/13/2026 | 72.21 K | $4.15 M | -10.04% | 0.13% |
| JACOBI CAPITAL MANAGEMENT LLC | 02/13/2026 | 69.79 K | $4.01 M | -0.43% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 68.46 K | $3.93 M | 4.25% | 0.12% |
| HILTON CAPITAL MANAGEMENT, LLC | 02/12/2026 | 64.58 K | $3.71 M | 10.91% | 0.12% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 58.13 K | $3.34 M | 3.10% | 0.10% |
Community Financial System Inc. institutional Ownership - FAQ's
During the previous two years, 365 institutional investors and hedge funds held shares of Community Financial System Inc.. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 530,902
DEPRINCE RACE & ZOLLO INC: 530,874
PRINCIPAL FINANCIAL GROUP INC: 256,390
UBS Group AG: 152,156
Nuveen, LLC: 131,485
ENVESTNET ASSET MANAGEMENT INC: 127,458
71.38% of Community Financial System Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 57.68 M shares in the last 24 months. This purchase volume represents approximately $3.36 B in transactions.