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 2025
Institutional positions in Citizens Community Bancorp Inc. as of Jun 30, 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
- 63
- +13 vs. Q1 2025
- Shares held
- 5.94M
- +415.0K (+7.5%) vs. Q1 2025
- Total value
- $82.0M
- +$2.52M (+3.2%) vs. Q1 2025
- New holders
- 20
- 21 more added
- Sold out
- 7
- 13 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 959,386 | $13.2M | 0.00% | −17,885−1.8% | Reduced |
| Vanguard Group Inc | 555,774 | $7.67M | 0.00% | +43,768+8.5% | Added |
| Manufacturers Life Insurance Company, The | 495,338 | $6.84M | 0.01% | −12,163−2.4% | Reduced |
| Banc Funds Co LLC | 411,996 | $5.69M | 0.86% | −56,746−12.1% | Reduced |
| BlackRock, Inc. | 396,642 | $5.47M | 0.00% | +293,739+285.5% | Added |
| FJ Capital Management LLC | 383,656 | $5.29M | 0.56% | −159,248−29.3% | Reduced |
| Dimensional Fund Advisors LP | 322,780 | $4.45M | 0.00% | +17,644+5.8% | Added |
| Fourthstone LLC | 252,793 | $3.49M | 0.68% | +108,242+74.9% | Added |
| Gendell Jeffrey L | 248,319 | $3.43M | 0.09% | −2,618−1.0% | Reduced |
| Geode Capital Management, LLC | 214,308 | $2.96M | 0.00% | +115,171+116.2% | Added |
| Bridgeway Capital Management, LLC | 176,871 | $2.44M | 0.06% | −302−0.2% | Reduced |
| Wellington Management Group LLP | 113,650 | $1.57M | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 112,680 | $1.55M | 0.00% | +14,617+14.9% | Added |
| Royce & Associates LP | 112,008 | $1.55M | 0.02% | −3,341−2.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 98,645 | $1.36M | 0.00% | −1,118−1.1% | Reduced |
| State Street Corp | 95,569 | $1.32M | 0.00% | +60,811+175.0% | Added |
| Pinnacle Holdings, LLC | 91,347 | $1.26M | 0.45% | 00.0% | Unchanged |
| Northern Trust Corp | 89,146 | $1.23M | 0.00% | +51,670+137.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 88,950 | $1.23M | 0.38% | −1,535−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 63,254 | $872.9K | 0.01% | +237+0.4% | Added |
| Empowered Funds, LLC | 61,071 | $842.8K | 0.01% | −302−0.5% | Reduced |
| First Manhattan Co | 57,624 | $795.2K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 49,127 | $678.0K | 0.00% | −99,178−66.9% | Reduced |
| Renaissance Technologies LLC | 44,600 | $615.5K | 0.00% | +34,500+341.6% | Added |
| Ritholtz Wealth Management | 38,851 | $536.1K | 0.01% | +684+1.8% | Added |
| Susquehanna International Group, LLP | 36,626 | $505.4K | 0.00% | −78,919−68.3% | Reduced |
| Citadel Advisors LLC | 36,402 | $502.3K | 0.00% | +16,568+83.5% | Added |
| Black Maple Capital Management LP | 28,628 | $395.1K | 0.27% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 28,201 | $389.2K | 0.00% | +28,201 | New |
| Charles Schwab Investment Management Inc | 27,202 | $375.4K | 0.00% | +27,202 | New |
| Morgan Stanley | 20,680 | $285.4K | 0.00% | +14,371+227.8% | Added |
| Barclays PLC | 19,445 | $268.3K | 0.00% | +17,573+938.7% | Added |
| Beese Fulmer Investment Management, Inc. | 18,778 | $259.1K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 17,500 | $241.5K | 0.00% | +17,500 | New |
| Commonwealth Equity Services, LLC | 17,255 | $238.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 17,069 | $236.0K | 0.02% | +17,069 | New |
| Congress Wealth Management LLC | 14,990 | $206.9K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 14,904 | $205.7K | 0.00% | +12,545+531.8% | Added |
| Nuveen, LLC | 12,418 | $171.4K | 0.00% | +12,418 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,200 | $154.6K | 0.00% | +11,200 | New |
| Rhumbline Advisers | 8,815 | $121.6K | 0.00% | +8,815 | New |
| FMR LLC | 8,800 | $121.4K | 0.00% | +8,800 | New |
| Raymond James Financial Inc | 7,970 | $110.0K | 0.00% | +7,970 | New |
| New York State Common Retirement Fund | 7,400 | $102.1K | 0.00% | +7,400 | New |
| Royal Bank of Canada | 7,241 | $100.0K | 0.00% | +941+14.9% | Added |
| Wells Fargo & Company | 6,160 | $85.0K | 0.00% | +6,159+615,900.0% | Added |
| MetLife Investment Management | 6,041 | $83.4K | 0.00% | +6,041 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 5,244 | $72.4K | 0.00% | +5,244 | New |
| Farther Finance Advisors, LLC | 4,905 | $67.7K | 0.00% | +4,905 | New |
| JPMorgan Chase & Co | 4,551 | $62.8K | 0.00% | +4,551 | New |
| Bank of America Corp | 4,086 | $56.4K | 0.00% | +4,011+5,348.0% | Added |
| Citigroup Inc | 3,220 | $44.4K | 0.00% | +2,731+558.5% | Added |
| Advisor Group Holdings, Inc. | 3,000 | $41.4K | 0.00% | +2,687+858.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,172 | $30.0K | 0.00% | +2,172 | New |
| BNP Paribas Arbitrage, SA | 2,048 | $28.3K | 0.00% | +1,760+611.1% | Added |
| Russell Investments Group, Ltd. | 1,603 | $21.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $13.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 980 | $13.5K | 0.00% | +980 | New |
| Legal & General Group Plc | 862 | $11.9K | 0.00% | +862 | New |
| State of Wyoming | 627 | $8.65K | 0.00% | −1,027−62.1% | Reduced |
| California State Teachers Retirement System | 599 | $8.27K | 0.00% | +599 | New |
| Amalgamated Bank | 328 | $5.00K | 0.00% | +328 | New |
| Sterling Capital Management LLC | 259 | $3.57K | 0.00% | +259 | New |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −41,890−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,813−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −19,695−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −19,311−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −10,571−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −10,043−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −286−100.0% | Sold out |