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, Q1 2025
Institutional positions in Citizens Community Bancorp Inc. as of Mar 31, 2025. 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
- 50
- +1 vs. Q4 2024
- Shares held
- 5.53M
- +6.64K (+0.1%) vs. Q4 2024
- Total value
- $79.5M
- −$10.5M (−11.6%) vs. Q4 2024
- New holders
- 5
- 19 more added
- Sold out
- 4
- 17 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 977,271 | $14.1M | 0.01% | −4,855−0.5% | Reduced |
| FJ Capital Management LLC | 542,904 | $7.81M | 0.81% | 00.0% | Unchanged |
| Vanguard Group Inc | 512,006 | $7.36M | 0.00% | −74,541−12.7% | Reduced |
| Manufacturers Life Insurance Company, The | 507,501 | $7.30M | 0.01% | −3,062−0.6% | Reduced |
| Banc Funds Co LLC | 468,742 | $6.74M | 0.89% | −39,479−7.8% | Reduced |
| Dimensional Fund Advisors LP | 305,136 | $4.39M | 0.00% | +4,340+1.4% | Added |
| Gendell Jeffrey L | 250,937 | $3.61M | 0.16% | −220.0% | Reduced |
| Bridgeway Capital Management, LLC | 177,173 | $2.55M | 0.06% | −1,859−1.0% | Reduced |
| Millennium Management LLC | 148,305 | $2.13M | 0.00% | +122,754+480.4% | Added |
| Fourthstone LLC | 144,551 | $2.08M | 0.52% | −119,191−45.2% | Reduced |
| Susquehanna International Group, LLP | 115,545 | $1.66M | 0.00% | +21,406+22.7% | Added |
| Royce & Associates LP | 115,349 | $1.66M | 0.02% | −45,392−28.2% | Reduced |
| Wellington Management Group LLP | 113,650 | $1.63M | 0.00% | −2,994−2.6% | Reduced |
| BlackRock, Inc. | 102,903 | $1.48M | 0.00% | +19,421+23.3% | Added |
| Arrowstreet Capital, Limited Partnership | 99,763 | $1.43M | 0.00% | +34,039+51.8% | Added |
| Geode Capital Management, LLC | 99,137 | $1.43M | 0.00% | −3,861−3.7% | Reduced |
| Acadian Asset Management LLC | 98,063 | $1.40M | 0.00% | +28,400+40.8% | Added |
| Pinnacle Holdings, LLC | 91,347 | $1.31M | 0.50% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 90,485 | $1.30M | 0.44% | +1,515+1.7% | Added |
| O'Shaughnessy Asset Management, LLC | 63,017 | $906.2K | 0.01% | +38,059+152.5% | Added |
| Empowered Funds, LLC | 61,373 | $882.5K | 0.01% | +2,041+3.4% | Added |
| First Manhattan Co | 57,624 | $828.6K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 41,890 | $602.4K | 0.00% | +15,582+59.2% | Added |
| Jane Street Group, LLC | 41,813 | $601.3K | 0.00% | +21,726+108.2% | Added |
| Ritholtz Wealth Management | 38,167 | $548.8K | 0.02% | +23,451+159.4% | Added |
| Northern Trust Corp | 37,476 | $538.9K | 0.00% | −1,605−4.1% | Reduced |
| State Street Corp | 34,758 | $499.8K | 0.00% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 28,628 | $411.7K | 0.32% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,834 | $285.2K | 0.00% | +7,430+59.9% | Added |
| Schonfeld Strategic Advisors LLC | 19,695 | $283.2K | 0.00% | +7,190+57.5% | Added |
| HRT Financial LP | 19,311 | $277.0K | 0.00% | +19,311 | New |
| Beese Fulmer Investment Management, Inc. | 18,778 | $270.0K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,255 | $248.0K | 0.00% | −3,999−18.8% | Reduced |
| Congress Wealth Management LLC | 14,990 | $215.6K | 0.00% | 00.0% | Unchanged |
| Jain Global LLC | 10,571 | $152.0K | 0.00% | +10,571 | New |
| Renaissance Technologies LLC | 10,100 | $145.2K | 0.00% | −7,574−42.9% | Reduced |
| Balyasny Asset Management LLC | 10,043 | $144.4K | 0.00% | +10,043 | New |
| Royal Bank of Canada | 6,300 | $91.0K | 0.00% | −94−1.5% | Reduced |
| Morgan Stanley | 6,309 | $90.7K | 0.00% | +3,882+160.0% | Added |
| UBS Group AG | 2,359 | $33.9K | 0.00% | −1,285−35.3% | Reduced |
| Barclays PLC | 1,872 | $26.9K | 0.00% | +1,233+193.0% | Added |
| State of Wyoming | 1,654 | $23.8K | 0.00% | +421+34.1% | Added |
| Russell Investments Group, Ltd. | 1,603 | $23.0K | 0.00% | −276−14.7% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $14.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 489 | $7.03K | 0.00% | −6,236−92.7% | Reduced |
| Advisor Group Holdings, Inc. | 313 | $4.50K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 288 | $4.14K | 0.00% | +288 | New |
| Tower Research Capital LLC (TRC) | 286 | $4.11K | 0.00% | +286 | New |
| Bank of America Corp | 75 | $1.08K | 0.00% | +2+2.7% | Added |
| Wells Fargo & Company | 1 | $12 | 0.00% | +1 | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −25,255−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −21,139−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −10,130−100.0% | Sold out |