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 2024
Institutional positions in Citizens Community Bancorp Inc. as of Dec 31, 2024. 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
- 49
- +11 vs. Q3 2024
- Shares held
- 5.52M
- +197.7K (+3.7%) vs. Q3 2024
- Total value
- $89.9M
- +$14.5M (+19.2%) vs. Q3 2024
- New holders
- 12
- 15 more added
- Sold out
- 1
- 13 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 | $105.6M |
| Q3 2025 | 76 | $94.9M |
| Q2 2025 | 63 | $82.0M |
| Q1 2025 | 50 | $79.5M |
| Q4 2024 | 49 | $89.9M |
| Q3 2024 | 39 | $75.7M |
| Q2 2024 | 34 | $63.4M |
| Q1 2024 | 36 | $67.5M |
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 982,126 | $16.0M | 0.01% | −31,524−3.1% | Reduced |
| Vanguard Group Inc | 586,547 | $9.55M | 0.00% | −24,187−4.0% | Reduced |
| FJ Capital Management LLC | 542,904 | $8.84M | 1.03% | −278,690−33.9% | Reduced |
| Manufacturers Life Insurance Company, The | 510,563 | $8.32M | 0.01% | −10,959−2.1% | Reduced |
| Banc Funds Co LLC | 508,221 | $8.28M | 0.91% | −51,749−9.2% | Reduced |
| Dimensional Fund Advisors LP | 300,796 | $4.90M | 0.00% | +14,367+5.0% | Added |
| Fourthstone LLC | 263,742 | $4.30M | 0.84% | +156,461+145.8% | Added |
| Gendell Jeffrey L | 250,959 | $4.09M | 0.13% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 179,032 | $2.92M | 0.07% | −500−0.3% | Reduced |
| Royce & Associates LP | 160,741 | $2.62M | 0.02% | −7,894−4.7% | Reduced |
| Wellington Management Group LLP | 116,644 | $1.90M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 102,998 | $1.68M | 0.00% | −1,127−1.1% | Reduced |
| Susquehanna International Group, LLP | 94,139 | $1.53M | 0.00% | +94,139 | New |
| Pinnacle Holdings, LLC | 91,347 | $1.49M | 0.56% | −180−0.2% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 88,970 | $1.45M | 0.48% | +88,970 | New |
| BlackRock, Inc. | 83,482 | $1.36M | 0.00% | +12,249+17.2% | Added |
| Acadian Asset Management LLC | 69,663 | $1.13M | 0.00% | +21,089+43.4% | Added |
| Arrowstreet Capital, Limited Partnership | 65,724 | $1.07M | 0.00% | +22,025+50.4% | Added |
| Empowered Funds, LLC | 59,332 | $966.5K | 0.01% | +1,100+1.9% | Added |
| First Manhattan Co | 57,624 | $938.7K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 39,081 | $636.6K | 0.00% | +9,894+33.9% | Added |
| State Street Corp | 34,758 | $566.2K | 0.00% | +12,200+54.1% | Added |
| Black Maple Capital Management LP | 28,628 | $466.4K | 0.36% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 26,308 | $428.6K | 0.00% | +26,308 | New |
| Millennium Management LLC | 25,551 | $416.2K | 0.00% | +25,551 | New |
| Qube Research & Technologies Ltd | 25,255 | $411.4K | 0.00% | +12,903+104.5% | Added |
| O'Shaughnessy Asset Management, LLC | 24,958 | $406.6K | 0.00% | +6,631+36.2% | Added |
| Commonwealth Equity Services, LLC | 21,254 | $346.0K | 0.00% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 21,139 | $344.4K | 0.03% | +21,139 | New |
| Jane Street Group, LLC | 20,087 | $327.2K | 0.00% | +20,087 | New |
| Beese Fulmer Investment Management, Inc. | 18,778 | $305.9K | 0.03% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 17,674 | $287.9K | 0.00% | −10,826−38.0% | Reduced |
| Congress Wealth Management LLC | 14,990 | $244.2K | 0.00% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 14,716 | $239.7K | 0.01% | +14,716 | New |
| Hillsdale Investment Management Inc. | 13,900 | $226.4K | 0.01% | +13,900 | New |
| Schonfeld Strategic Advisors LLC | 12,505 | $203.7K | 0.00% | +12,505 | New |
| Citadel Advisors LLC | 12,404 | $202.1K | 0.00% | +12,404 | New |
| Fiduciary Trust Co | 10,130 | $165.0K | 0.00% | +10,130 | New |
| Citigroup Inc | 6,725 | $109.5K | 0.00% | +2,780+70.5% | Added |
| Royal Bank of Canada | 6,394 | $105.0K | 0.00% | +94+1.5% | Added |
| UBS Group AG | 3,644 | $59.4K | 0.00% | +2,344+180.3% | Added |
| Morgan Stanley | 2,427 | $39.5K | 0.00% | +2,426+242,600.0% | Added |
| Russell Investments Group, Ltd. | 1,879 | $30.8K | 0.00% | +1,879 | New |
| State of Wyoming | 1,233 | $20.1K | 0.00% | −203−14.1% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $16.3K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 639 | $10.4K | 0.00% | −2,777−81.3% | Reduced |
| Advisor Group Holdings, Inc. | 313 | $5.10K | 0.00% | +22+7.6% | Added |
| Bank of America Corp | 73 | $1.19K | 0.00% | −1−1.4% | Reduced |
| Wells Fargo & Company | 0 | $3 | 0.00% | 0 | Unchanged |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |