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