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