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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, Q4 2022

Institutional positions in Citizens Community Bancorp Inc. as of Dec 31, 2022. 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
45
+5 vs. Q3 2022
Shares held
5.67M
−68.6K (−1.2%) vs. Q3 2022
Total value
$68.2M
−$1.62M (−2.3%) vs. Q3 2022
New holders
8
12 more added
Sold out
3
16 more reduced

1 institution that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: 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.

Institutional holdersQ4 2022: 45 institutions
Q1 2021: 36 institutionsQ2 2021: 35 institutionsQ3 2021: 36 institutionsQ4 2021: 37 institutionsQ1 2022: 40 institutionsQ2 2022: 40 institutionsQ3 2022: 41 institutionsQ4 2022: 45 institutionsQ1 2023: 39 institutionsQ2 2023: 37 institutionsQ3 2023: 34 institutionsQ4 2023: 36 institutionsQ1 2024: 36 institutionsQ2 2024: 34 institutionsQ3 2024: 39 institutionsQ4 2024: 49 institutionsQ1 2025: 50 institutionsQ2 2025: 63 institutionsQ3 2025: 76 institutionsQ4 2025: 81 institutionsQ1 2026: 86 institutionsQ2 2026: 93 institutions
Value heldQ4 2022: $68.2M
Q1 2021: $68.4MQ2 2021: $73.0MQ3 2021: $72.2MQ4 2021: $82.3MQ1 2022: $88.7MQ2 2022: $81.3MQ3 2022: $71.3MQ4 2022: $68.2MQ1 2023: $59.4MQ2 2023: $49.4MQ3 2023: $53.8MQ4 2023: $64.9MQ1 2024: $67.5MQ2 2024: $63.4MQ3 2024: $75.7MQ4 2024: $89.9MQ1 2025: $79.5MQ2 2025: $82.0MQ3 2025: $94.9MQ4 2025: $105.6MQ1 2026: $115.5MQ2 2026: $132.6M
Institutions holding CZWI and their total value by quarter
QuarterHoldersValue
Q2 202693$132.6M
Q1 202686$115.5M
Q4 202581$105.6M
Q3 202576$94.9M
Q2 202563$82.0M
Q1 202550$79.5M
Q4 202449$89.9M
Q3 202439$75.7M
Q2 202434$63.4M
Q1 202436$67.5M
Q4 202336$64.9M
Q3 202334$53.8M
Q2 202337$49.4M
Q1 202339$59.4M
Q4 202245$68.2M
Q3 202241$71.3M
Q2 202240$81.3M
Q1 202240$88.7M
Q4 202137$82.3M
Q3 202136$72.2M
Q2 202135$73.0M
Q1 202136$68.4M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q3 2022.

Institutions holding CZWI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
FJ Capital Management LLC951,594$11.4M1.37%−4060.0%Reduced
Banc Funds Co LLC875,331$10.5M0.93%00.0%Unchanged
Alliancebernstein L.P.806,364$9.70M0.00%+20,292+2.6%Added
Manufacturers Life Insurance Company, The645,923$7.77M0.00%−1,965−0.3%Reduced
Dimensional Fund Advisors LP257,648$3.10M0.00%+1,964+0.8%Added
Royce & Associates LP234,598$2.82M0.03%+42,819+22.3%Added
Gendell Jeffrey L223,179$2.68M0.24%−10,873−4.6%Reduced
Boothbay Fund Management, LLC213,893$2.57M0.09%+213,893New
Wellington Management Group LLP210,149$2.53M0.00%00.0%Unchanged
Bridgeway Capital Management, LLC181,900$2.19M0.06%00.0%Unchanged
Vanguard Group Inc149,040$1.79M0.00%−305,899−67.2%Reduced
Pinnacle Holdings, LLC98,379$1.18M0.53%−355−0.4%Reduced
BlackRock Inc.83,877$1.01M0.00%+508+0.6%Added
River Oaks Capital LLC74,566$897.0K1.02%−29,522−28.4%Reduced
Geode Capital Management, LLC63,621$765.0K0.00%+2,267+3.7%Added
State Street Corp51,067$614.3K0.00%+4,866+10.5%Added
First Manhattan Co44,174$531.4K0.00%00.0%Unchanged
BHZ Capital Management, LP41,328$497.2K0.25%+3,489+9.2%Added
Raymond James Financial Services Advisors, Inc.41,116$494.6K0.00%−700−1.7%Reduced
Susquehanna International Group, LLP39,429$474.3K0.00%+39,429New
HRT Financial LP39,014$469.0K0.01%+39,014New
Prelude Capital Management, LLC37,613$452.5K0.03%−13,000−25.7%Reduced
Bank of New York Mellon Corp33,961$408.6K0.00%−1,454−4.1%Reduced
Acadian Asset Management LLC28,836$345.0K0.00%−1,341−4.4%Reduced
Morgan Stanley27,835$334.9K0.00%+8,962+47.5%Added
Renaissance Technologies LLC27,566$332.0K0.00%+8,751+46.5%Added
Jane Street Group, LLC23,325$280.6K0.00%+23,325New
Ergoteles LLC20,984$252.4K0.01%+20,984New
Northern Trust Corp18,937$227.8K0.00%−46−0.2%Reduced
Beese Fulmer Investment Management, Inc.18,778$225.9K0.03%00.0%Unchanged
Tower Research Capital LLC (TRC)17,190$207.0K0.01%+17,092+17,440.8%Added
Globeflex Capital L P16,637$200.1K0.03%00.0%Unchanged
Congress Wealth Management LLC14,990$180.3K0.00%−10.0%Reduced
Millennium Management LLC14,819$178.0K0.00%+14,819New
Commonwealth Equity Services, LLC13,252$159.0K0.00%00.0%Unchanged
Goldman Sachs Group Inc11,794$141.9K0.00%+11,794New
Royal Bank of Canada7,059$85.0K0.00%+6,300+830.0%Added
FNY Investment Advisers, LLC3,444$41.0K0.06%+3,444New
Advisor Group Holdings, Inc.2,542$31.0K0.00%−531−17.3%Reduced
State of Wyoming1,423$17.1K0.01%+43+3.1%Added
Center for Financial Planning, Inc.1,000$12.0K0.00%00.0%Unchanged
JPMorgan Chase & Co983$12.0K0.00%−275−21.9%Reduced
BNP Paribas Arbitrage, SA139$1.67K0.00%−12−7.9%Reduced
Wells Fargo & Company62$7460.00%−284−82.1%Reduced
IFP Advisors, Inc49––00.0%Unchanged
Petiole USA ltd0$00.00%−183,495−100.0%Sold out
Hoese & Co LLP0$00.00%−1,519−100.0%Sold out
Fifth Third Bancorp0$00.00%−1,000−100.0%Sold out
Eidelman Virant Capital––––Not filed