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, Q3 2025
Institutional positions in Citizens Community Bancorp Inc. as of Sep 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
- 76
- +14 vs. Q2 2025
- Shares held
- 5.91M
- −22.8K (−0.4%) vs. Q2 2025
- Total value
- $94.9M
- +$13.1M (+16.0%) vs. Q2 2025
- New holders
- 19
- 22 more added
- Sold out
- 5
- 19 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 891,152 | $14.3M | 0.00% | −68,234−7.1% | Reduced |
| Vanguard Group Inc | 559,094 | $8.98M | 0.00% | +3,320+0.6% | Added |
| Fourthstone LLC | 525,039 | $8.44M | 1.51% | +272,246+107.7% | Added |
| Manufacturers Life Insurance Company, The | 492,848 | $7.92M | 0.01% | −2,490−0.5% | Reduced |
| BlackRock, Inc. | 438,115 | $7.04M | 0.00% | +41,473+10.5% | Added |
| Dimensional Fund Advisors LP | 329,168 | $5.29M | 0.00% | +6,388+2.0% | Added |
| Wellington Management Group LLP | 309,609 | $4.98M | 0.00% | +195,959+172.4% | Added |
| Gendell Jeffrey L | 248,319 | $3.99M | 0.07% | 00.0% | Unchanged |
| Banc Funds Co LLC | 246,286 | $3.96M | 0.69% | −165,710−40.2% | Reduced |
| Geode Capital Management, LLC | 221,874 | $3.57M | 0.00% | +7,566+3.5% | Added |
| Bridgeway Capital Management, LLC | 156,284 | $2.51M | 0.05% | −20,587−11.6% | Reduced |
| Acadian Asset Management LLC | 121,632 | $1.95M | 0.00% | +8,952+7.9% | Added |
| State Street Corp | 101,681 | $1.63M | 0.00% | +6,112+6.4% | Added |
| Arrowstreet Capital, Limited Partnership | 98,645 | $1.59M | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 91,347 | $1.47M | 0.51% | 00.0% | Unchanged |
| RFG - Bristol Wealth Advisors, LLC | 88,950 | $1.43M | 0.41% | 00.0% | Unchanged |
| Royce & Associates LP | 88,948 | $1.43M | 0.01% | −23,060−20.6% | Reduced |
| Northern Trust Corp | 85,314 | $1.37M | 0.00% | −3,832−4.3% | Reduced |
| UBS Group AG | 75,853 | $1.22M | 0.00% | +60,949+408.9% | Added |
| Empowered Funds, LLC | 64,585 | $1.04M | 0.01% | +3,514+5.8% | Added |
| O'Shaughnessy Asset Management, LLC | 62,748 | $1.01M | 0.01% | −506−0.8% | Reduced |
| First Manhattan Co | 57,624 | $926.0K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 41,700 | $670.1K | 0.00% | −2,900−6.5% | Reduced |
| Barclays PLC | 35,754 | $574.6K | 0.00% | +16,309+83.9% | Added |
| Ritholtz Wealth Management | 32,850 | $527.9K | 0.01% | −6,001−15.4% | Reduced |
| Millennium Management LLC | 29,448 | $473.2K | 0.00% | −19,679−40.1% | Reduced |
| HSBC Holdings PLC | 29,277 | $469.0K | 0.00% | +29,277 | New |
| Morgan Stanley | 29,116 | $467.9K | 0.00% | +8,436+40.8% | Added |
| Bank of New York Mellon Corp | 28,837 | $463.4K | 0.00% | +636+2.3% | Added |
| Charles Schwab Investment Management Inc | 27,202 | $437.1K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 26,575 | $427.1K | 0.00% | +26,575 | New |
| Gsa Capital Partners LLP | 24,054 | $387.0K | 0.03% | +6,985+40.9% | Added |
| Citadel Advisors LLC | 20,695 | $332.6K | 0.00% | −15,707−43.1% | Reduced |
| Black Maple Capital Management LP | 20,377 | $327.5K | 0.24% | −8,251−28.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 18,778 | $301.8K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,726 | $301.0K | 0.00% | +1,471+8.5% | Added |
| Advisor Group Holdings, Inc. | 18,013 | $290.8K | 0.00% | +15,013+500.4% | Added |
| STRS Ohio | 17,500 | $281.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 14,035 | $225.5K | 0.00% | +14,035 | New |
| Two Sigma Investments, LP | 14,024 | $225.4K | 0.00% | +14,024 | New |
| Cetera Investment Advisers | 12,973 | $208.5K | 0.00% | +12,973 | New |
| Goldman Sachs Group Inc | 12,624 | $202.9K | 0.00% | +12,624 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,200 | $180.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 9,238 | $148.5K | 0.00% | +423+4.8% | Added |
| Bank of America Corp | 8,573 | $137.8K | 0.00% | +4,487+109.8% | Added |
| Wells Fargo & Company | 7,359 | $118.3K | 0.00% | +1,199+19.5% | Added |
| JPMorgan Chase & Co | 7,210 | $115.9K | 0.00% | +2,659+58.4% | Added |
| MetLife Investment Management | 6,041 | $97.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,485 | $72.1K | 0.00% | −759−14.5% | Reduced |
| Deutsche Bank AG | 4,432 | $71.2K | 0.00% | +4,432 | New |
| New York State Common Retirement Fund | 4,400 | $70.7K | 0.00% | −3,000−40.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,816 | $45.3K | 0.00% | +768+37.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,172 | $34.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,230 | $20.0K | 0.00% | +1,230 | New |
| Russell Investments Group, Ltd. | 1,122 | $18.0K | 0.00% | −481−30.0% | Reduced |
| Center for Financial Planning, Inc. | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 980 | $15.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 950 | $15.3K | 0.00% | +950 | New |
| Legal & General Group Plc | 862 | $13.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 774 | $12.4K | 0.00% | −4,131−84.2% | Reduced |
| Sterling Capital Management LLC | 662 | $10.6K | 0.00% | +403+155.6% | Added |
| California State Teachers Retirement System | 599 | $9.63K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 536 | $8.61K | 0.00% | −91−14.5% | Reduced |
| SRS Capital Advisors, Inc. | 505 | $8.12K | 0.00% | +505 | New |
| Amalgamated Bank | 328 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 215 | $3.46K | 0.00% | −3,005−93.3% | Reduced |
| Essential Partners LLC | 162 | $2.60K | 0.00% | +162 | New |
| Royal Bank of Canada | 77 | $1.00K | 0.00% | −7,164−98.9% | Reduced |
| Covestor Ltd | 52 | $1.00K | 0.00% | +52 | New |
| Federated Hermes, Inc. | 47 | $755 | 0.00% | +47 | New |
| Allworth Financial LP | 46 | $740 | 0.00% | +46 | New |
| EverSource Wealth Advisors, LLC | 18 | $289 | 0.00% | +18 | New |
| True Wealth Design, LLC | 11 | $177 | 0.00% | +11 | New |
| IFP Advisors, Inc | 7 | $112 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 6 | $97 | 0.00% | +6 | New |
| Rothschild Investment LLC | 2 | $32 | 0.00% | +2 | New |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −383,656−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −36,626−100.0% | Sold out |
| Nuveen, LLC | 0 | $0 | 0.00% | −12,418−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −7,970−100.0% | Sold out |
| Congress Wealth Management LLC | – | – | – | – | Not filed |