Citizens Community Bancorp Inc.
CZWI- Exchange
- Nasdaq
- Industry
- Savings Institution, Federally Chartered
- SEC CIK
- 0001367859
In the last 90 days, Citizens Community Bancorp Inc. insiders filed 2 open-market purchases and 0 sales; 93 institutions reported holding it in 13F filings for Q2 2026, worth $132.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Citizens Community Bancorp Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 93
- +8 vs. Q1 2026
- Shares held
- 5.69M
- −152.0K (−2.6%) vs. Q1 2026
- Total value
- $132.6M
- +$17.2M (+14.9%) vs. Q1 2026
- New holders
- 14
- 42 more added
- Sold out
- 6
- 23 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CZWI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 93 | $132.6M |
| Q1 2026 | 86 | $115.5M |
| Q4 2025 | 81 | $106.2M |
| Q3 2025 | 76 | $95.0M |
| Q2 2025 | 63 | $82.1M |
| Q1 2025 | 50 | $79.5M |
| Q4 2024 | 49 | $89.9M |
| Q3 2024 | 39 | $75.7M |
| Q2 2024 | 34 | $63.4M |
| Q1 2024 | 36 | $68.2M |
| Q4 2023 | 36 | $64.9M |
| Q3 2023 | 34 | $53.8M |
| Q2 2023 | 37 | $49.4M |
| Q1 2023 | 39 | $59.4M |
| Q4 2022 | 45 | $68.2M |
| Q3 2022 | 41 | $71.3M |
| Q2 2022 | 40 | $81.3M |
| Q1 2022 | 40 | $88.7M |
| Q4 2021 | 37 | $82.3M |
| Q3 2021 | 36 | $72.2M |
| Q2 2021 | 35 | $73.0M |
| Q1 2021 | 36 | $68.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 632,627 | $14.8M | 0.00% | +124,727+24.6% | Added |
| Manufacturers Life Insurance Company, The | 480,842 | $11.2M | 0.01% | −3,346−0.7% | Reduced |
| Vanguard Capital Management LLC | 413,376 | $9.67M | 0.00% | −47,845−10.4% | Reduced |
| Dimensional Fund Advisors LP | 376,262 | $8.80M | 0.00% | +29,521+8.5% | Added |
| Boston Partners | 281,634 | $6.59M | 0.01% | +47,022+20.0% | Added |
| Acadian Asset Management LLC | 281,294 | $6.57M | 0.01% | +26,580+10.4% | Added |
| Gendell Jeffrey L | 248,319 | $5.81M | 0.05% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 230,737 | $5.40M | 0.00% | +26,474+13.0% | Added |
| Banc Funds Co LLC | 195,055 | $4.56M | 0.75% | −11,000−5.3% | Reduced |
| Two Sigma Investments, LP | 159,050 | $3.72M | 0.00% | +84,639+113.7% | Added |
| Bridgeway Capital Management, LLC | 158,017 | $3.70M | 0.06% | −2,295−1.4% | Reduced |
| Arrowstreet Capital, Limited Partnership | 147,560 | $3.45M | 0.00% | 00.0% | Unchanged |
| rhino investment partners, Inc | 144,034 | $3.37M | 1.02% | −18,278−11.3% | Reduced |
| State Street Corp | 134,310 | $3.14M | 0.00% | +9,819+7.9% | Added |
| Mackenzie Financial Corp | 112,055 | $2.62M | 0.00% | +112,055 | New |
| Daytona Street Capital LLC | 109,911 | $2.51M | 1.83% | −41,333−27.3% | Reduced |
| Renaissance Technologies LLC | 107,200 | $2.51M | 0.00% | +53,800+100.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 104,290 | $2.44M | 0.59% | +608+0.6% | Added |
| Alliancebernstein L.P. | 110,737 | $2.19M | 0.00% | −36,821−25.0% | Reduced |
| Pinnacle Holdings, LLC | 91,262 | $2.13M | 0.66% | −85−0.1% | Reduced |
| Northern Trust Corp | 74,164 | $1.73M | 0.00% | −9,888−11.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 71,842 | $1.68M | 0.01% | +16,247+29.2% | Added |
| Empowered Funds, LLC | 71,318 | $1.67M | 0.01% | +2,705+3.9% | Added |
| Vanguard Fiduciary Trust Co | 64,184 | $1.50M | 0.00% | +3,818+6.3% | Added |
| Vanguard Portfolio Management LLC | 62,236 | $1.46M | 0.00% | +8,416+15.6% | Added |
| HSBC Holdings PLC | 53,522 | $1.25M | 0.00% | −5,732−9.7% | Reduced |
| First Manhattan Co | 52,624 | $1.23M | 0.00% | −5,000−8.7% | Reduced |
| Ritholtz Wealth Management | 52,107 | $1.22M | 0.02% | +4,917+10.4% | Added |
| Citadel Advisors LLC | 44,925 | $1.05M | 0.00% | +44,925 | New |
| Victory Capital Management Inc | 41,800 | $977.7K | 0.00% | +7,800+22.9% | Added |
| Goldman Sachs Group Inc | 36,501 | $853.8K | 0.00% | −14,218−28.0% | Reduced |
| Morgan Stanley | 34,909 | $816.5K | 0.00% | −1,553−4.3% | Reduced |
| AQR Capital Management LLC | 32,783 | $766.8K | 0.00% | +9,964+43.7% | Added |
| Bank of New York Mellon Corp | 32,258 | $754.5K | 0.00% | +1,340+4.3% | Added |
| Ameriprise Financial Inc | 31,505 | $736.9K | 0.00% | +1,091+3.6% | Added |
| Charles Schwab Investment Management Inc | 30,693 | $717.9K | 0.00% | +2,862+10.3% | Added |
| Commonwealth Equity Services, LLC | 29,880 | $698.9K | 0.00% | +1,000+3.5% | Added |
| Barclays PLC | 26,854 | $628.1K | 0.00% | −2,033−7.0% | Reduced |
| Nuveen, LLC | 22,119 | $517.4K | 0.00% | +22,119 | New |
| STRS Ohio | 21,400 | $500.5K | 0.00% | +3,900+22.3% | Added |
| SEI Investments Co | 19,877 | $464.9K | 0.00% | +9,700+95.3% | Added |
| Trexquant Investment LP | 19,691 | $460.6K | 0.00% | +5,398+37.8% | Added |
| Advisor Group Holdings, Inc. | 19,491 | $455.9K | 0.00% | +1,500+8.3% | Added |
| Occudo Quantitative Strategies LP | 19,020 | $444.9K | 0.02% | +19,020 | New |
| Beese Fulmer Investment Management, Inc. | 18,810 | $440.0K | 0.03% | +16+0.1% | Added |
| Prudential Financial Inc | 17,335 | $405.5K | 0.00% | +1,300+8.1% | Added |
| UBS Group AG | 17,157 | $401.3K | 0.00% | −116,518−87.2% | Reduced |
| Millennium Management LLC | 15,727 | $367.9K | 0.00% | +15,727 | New |
| Los Angeles Capital Management LLC | 13,895 | $325.0K | 0.00% | +13,895 | New |
| Marshall Wace, LLP | 12,745 | $298.1K | 0.00% | +12,745 | New |
| Bank of America Corp | 12,232 | $286.1K | 0.00% | −1,472−10.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,200 | $262.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 9,916 | $231.9K | 0.00% | +9,916 | New |
| Centiva Capital, LP | 9,853 | $230.5K | 0.01% | +9,853 | New |
| Deutsche Bank AG | 7,981 | $186.7K | 0.00% | +262+3.4% | Added |
| Wells Fargo & Company | 7,718 | $180.5K | 0.00% | +4,212+120.1% | Added |
| Rhumbline Advisers | 7,533 | $176.2K | 0.00% | +508+7.2% | Added |
| Russell Investments Group, Ltd. | 6,140 | $143.6K | 0.00% | +5,026+451.2% | Added |
| MetLife Investment Management | 5,605 | $131.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,400 | $102.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,244 | $99.3K | 0.00% | −271−6.0% | Reduced |
| Citigroup Inc | 4,244 | $99.3K | 0.00% | +3,813+884.7% | Added |
| JPMorgan Chase & Co | 3,918 | $91.8K | 0.00% | +87+2.3% | Added |
| Vanguard Global Advisers, LLC | 3,615 | $84.6K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,172 | $50.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,458 | $34.1K | 0.00% | −809−35.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,371 | $32.1K | 0.00% | +231+20.3% | Added |
| Royal Bank of Canada | 1,079 | $25.0K | 0.00% | +1,039+2,597.5% | Added |
| Center for Financial Planning, Inc. | 1,000 | $23.4K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 980 | $22.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 862 | $20.2K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 452 | $10.6K | 0.00% | +38+9.2% | Added |
| Jones Financial Companies LLLP | 317 | $7.46K | 0.00% | +317 | New |
| SRS Capital Advisors, Inc. | 287 | $6.71K | 0.00% | +277+2,770.0% | Added |
| The PNC Financial Services Group, Inc. | 232 | $5.43K | 0.00% | +197+562.9% | Added |
| UBS Asset Management Americas Inc | 213 | $4.98K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 174 | $4.07K | 0.00% | −140−44.6% | Reduced |
| Allworth Financial LP | 128 | $2.99K | 0.00% | +58+82.9% | Added |
| California State Teachers Retirement System | 127 | $2.97K | 0.00% | −386−75.2% | Reduced |
| Farther Finance Advisors, LLC | 124 | $2.90K | 0.00% | −44−26.2% | Reduced |
| Clearstead Advisors, LLC | 107 | $2.50K | 0.00% | +107 | New |
| IFP Advisors, Inc | 55 | $1.29K | 0.00% | +26+89.7% | Added |
| GAMMA Investing LLC | 43 | $1.01K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $911 | 0.00% | +1+2.6% | Added |
| Rothschild Investment LLC | 32 | $748 | 0.00% | +14+77.8% | Added |
| Essential Partners LLC | 26 | $608 | 0.00% | −125−82.8% | Reduced |
| UMA Financial Services, Inc. | 24 | $562 | 0.00% | +24 | New |
| Basecamp Wealth Advisors LLC | 11 | $257 | 0.00% | +3+37.5% | Added |
| True Wealth Design, LLC | 8 | $188 | 0.00% | −2−20.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $94 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $71 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 2 | $47 | 0.00% | +2 | New |
| Wealth Enhancement Trust Services, Inc. | 2 | $47 | 0.00% | +2 | New |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −593,996−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |