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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 2 | $32 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 6 | $97 | 0.00% | +6 | New |
| IFP Advisors, Inc | 7 | $112 | 0.00% | +7 | New |
| True Wealth Design, LLC | 11 | $177 | 0.00% | +11 | New |
| EverSource Wealth Advisors, LLC | 18 | $289 | 0.00% | +18 | New |
| Allworth Financial LP | 46 | $740 | 0.00% | +46 | New |
| Federated Hermes, Inc. | 47 | $755 | 0.00% | +47 | New |
| Royal Bank of Canada | 77 | $1.00K | 0.00% | −7,164−98.9% | Reduced |
| Covestor Ltd | 52 | $1.00K | 0.00% | +52 | New |
| Essential Partners LLC | 162 | $2.60K | 0.00% | +162 | New |
| Citigroup Inc | 215 | $3.46K | 0.00% | −3,005−93.3% | Reduced |
| Amalgamated Bank | 328 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 505 | $8.12K | 0.00% | +505 | New |
| State of Wyoming | 536 | $8.61K | 0.00% | −91−14.5% | Reduced |
| California State Teachers Retirement System | 599 | $9.63K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 662 | $10.6K | 0.00% | +403+155.6% | Added |
| Farther Finance Advisors, LLC | 774 | $12.4K | 0.00% | −4,131−84.2% | Reduced |
| Legal & General Group Plc | 862 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 950 | $15.3K | 0.00% | +950 | New |
| Ameritas Investment Partners, Inc. | 980 | $15.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,122 | $18.0K | 0.00% | −481−30.0% | Reduced |
| CWM, LLC | 1,230 | $20.0K | 0.00% | +1,230 | New |
| Police & Firemen's Retirement System of New Jersey | 2,172 | $34.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,816 | $45.3K | 0.00% | +768+37.5% | Added |
| New York State Common Retirement Fund | 4,400 | $70.7K | 0.00% | −3,000−40.5% | Reduced |
| Deutsche Bank AG | 4,432 | $71.2K | 0.00% | +4,432 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 4,485 | $72.1K | 0.00% | −759−14.5% | Reduced |
| MetLife Investment Management | 6,041 | $97.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 7,210 | $115.9K | 0.00% | +2,659+58.4% | Added |
| Wells Fargo & Company | 7,359 | $118.3K | 0.00% | +1,199+19.5% | Added |
| Bank of America Corp | 8,573 | $137.8K | 0.00% | +4,487+109.8% | Added |
| Rhumbline Advisers | 9,238 | $148.5K | 0.00% | +423+4.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,200 | $180.0K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 12,624 | $202.9K | 0.00% | +12,624 | New |
| Cetera Investment Advisers | 12,973 | $208.5K | 0.00% | +12,973 | New |
| Two Sigma Investments, LP | 14,024 | $225.4K | 0.00% | +14,024 | New |
| AQR Capital Management LLC | 14,035 | $225.5K | 0.00% | +14,035 | New |
| STRS Ohio | 17,500 | $281.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 18,013 | $290.8K | 0.00% | +15,013+500.4% | Added |
| Commonwealth Equity Services, LLC | 18,726 | $301.0K | 0.00% | +1,471+8.5% | Added |
| Beese Fulmer Investment Management, Inc. | 18,778 | $301.8K | 0.02% | 00.0% | Unchanged |
| Black Maple Capital Management LP | 20,377 | $327.5K | 0.24% | −8,251−28.8% | Reduced |
| Citadel Advisors LLC | 20,695 | $332.6K | 0.00% | −15,707−43.1% | Reduced |
| Gsa Capital Partners LLP | 24,054 | $387.0K | 0.03% | +6,985+40.9% | Added |
| Ameriprise Financial Inc | 26,575 | $427.1K | 0.00% | +26,575 | New |
| Charles Schwab Investment Management Inc | 27,202 | $437.1K | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 28,837 | $463.4K | 0.00% | +636+2.3% | Added |
| Morgan Stanley | 29,116 | $467.9K | 0.00% | +8,436+40.8% | Added |
| HSBC Holdings PLC | 29,277 | $469.0K | 0.00% | +29,277 | New |
| Millennium Management LLC | 29,448 | $473.2K | 0.00% | −19,679−40.1% | Reduced |
| Ritholtz Wealth Management | 32,850 | $527.9K | 0.01% | −6,001−15.4% | Reduced |
| Barclays PLC | 35,754 | $574.6K | 0.00% | +16,309+83.9% | Added |
| Renaissance Technologies LLC | 41,700 | $670.1K | 0.00% | −2,900−6.5% | Reduced |
| First Manhattan Co | 57,624 | $926.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 62,748 | $1.01M | 0.01% | −506−0.8% | Reduced |
| Empowered Funds, LLC | 64,585 | $1.04M | 0.01% | +3,514+5.8% | Added |
| UBS Group AG | 75,853 | $1.22M | 0.00% | +60,949+408.9% | Added |
| Northern Trust Corp | 85,314 | $1.37M | 0.00% | −3,832−4.3% | Reduced |
| Royce & Associates LP | 88,948 | $1.43M | 0.01% | −23,060−20.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 88,950 | $1.43M | 0.41% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 91,347 | $1.47M | 0.51% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 98,645 | $1.59M | 0.00% | 00.0% | Unchanged |
| State Street Corp | 101,681 | $1.63M | 0.00% | +6,112+6.4% | Added |
| Acadian Asset Management LLC | 121,632 | $1.95M | 0.00% | +8,952+7.9% | Added |
| Bridgeway Capital Management, LLC | 156,284 | $2.51M | 0.05% | −20,587−11.6% | Reduced |
| Geode Capital Management, LLC | 221,874 | $3.57M | 0.00% | +7,566+3.5% | Added |
| Banc Funds Co LLC | 246,286 | $3.96M | 0.69% | −165,710−40.2% | Reduced |
| Gendell Jeffrey L | 248,319 | $3.99M | 0.07% | 00.0% | Unchanged |
| Wellington Management Group LLP | 309,609 | $4.98M | 0.00% | +195,959+172.4% | Added |
| Dimensional Fund Advisors LP | 329,168 | $5.29M | 0.00% | +6,388+2.0% | Added |
| BlackRock, Inc. | 438,115 | $7.04M | 0.00% | +41,473+10.5% | Added |
| Manufacturers Life Insurance Company, The | 492,848 | $7.92M | 0.01% | −2,490−0.5% | Reduced |
| Fourthstone LLC | 525,039 | $8.44M | 1.51% | +272,246+107.7% | Added |
| Vanguard Group Inc | 559,094 | $8.98M | 0.00% | +3,320+0.6% | Added |
| Alliancebernstein L.P. | 891,152 | $14.3M | 0.00% | −68,234−7.1% | Reduced |
| 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 |