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, Q4 2025
Institutional positions in Citizens Community Bancorp Inc. as of Dec 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
- 81
- +5 vs. Q3 2025
- Shares held
- 5.93M
- +22.5K (+0.4%) vs. Q3 2025
- Total value
- $105.6M
- +$10.7M (+11.3%) vs. Q3 2025
- New holders
- 9
- 33 more added
- Sold out
- 4
- 23 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 691,414 | $12.3M | 0.00% | +381,805+123.3% | Added |
| Vanguard Group Inc | 564,248 | $10.1M | 0.00% | +5,154+0.9% | Added |
| Alliancebernstein L.P. | 543,075 | $9.68M | 0.00% | −348,077−39.1% | Reduced |
| Manufacturers Life Insurance Company, The | 490,493 | $8.74M | 0.01% | −2,355−0.5% | Reduced |
| BlackRock, Inc. | 468,801 | $8.35M | 0.00% | +30,686+7.0% | Added |
| Dimensional Fund Advisors LP | 336,226 | $5.99M | 0.00% | +7,058+2.1% | Added |
| Gendell Jeffrey L | 248,319 | $4.43M | 0.08% | 00.0% | Unchanged |
| Banc Funds Co LLC | 246,286 | $4.39M | 0.87% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 212,252 | $3.78M | 0.00% | −9,622−4.3% | Reduced |
| UBS Group AG | 169,805 | $3.03M | 0.00% | +93,952+123.9% | Added |
| Fourthstone LLC | 168,029 | $2.99M | 0.56% | −357,010−68.0% | Reduced |
| Bridgeway Capital Management, LLC | 156,284 | $2.78M | 0.06% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 151,644 | $2.70M | 2.21% | +151,644 | New |
| Acadian Asset Management LLC | 151,098 | $2.68M | 0.00% | +29,466+24.2% | Added |
| Arrowstreet Capital, Limited Partnership | 120,872 | $2.15M | 0.00% | +22,227+22.5% | Added |
| State Street Corp | 102,103 | $1.82M | 0.00% | +422+0.4% | Added |
| RFG - Bristol Wealth Advisors, LLC | 92,950 | $1.66M | 0.46% | +4,000+4.5% | Added |
| Pinnacle Holdings, LLC | 91,347 | $1.63M | 0.55% | 00.0% | Unchanged |
| Northern Trust Corp | 78,927 | $1.41M | 0.00% | −6,387−7.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 59,034 | $1.05M | 0.01% | −3,714−5.9% | Reduced |
| First Manhattan Co | 57,624 | $1.03M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 48,702 | $867.9K | 0.01% | −40,246−45.2% | Reduced |
| Two Sigma Investments, LP | 45,256 | $806.5K | 0.00% | +31,232+222.7% | Added |
| Renaissance Technologies LLC | 44,100 | $785.9K | 0.00% | +2,400+5.8% | Added |
| Morgan Stanley | 43,444 | $774.2K | 0.00% | +14,328+49.2% | Added |
| Goldman Sachs Group Inc | 37,130 | $661.7K | 0.00% | +24,506+194.1% | Added |
| Barclays PLC | 37,077 | $660.7K | 0.00% | +1,323+3.7% | Added |
| Citadel Advisors LLC | 34,605 | $616.7K | 0.00% | +13,910+67.2% | Added |
| Ritholtz Wealth Management | 34,118 | $608.0K | 0.01% | +1,268+3.9% | Added |
| Charles Schwab Investment Management Inc | 32,202 | $573.8K | 0.00% | +5,000+18.4% | Added |
| Bank of New York Mellon Corp | 31,956 | $569.5K | 0.00% | +3,119+10.8% | Added |
| HSBC Holdings PLC | 30,321 | $539.7K | 0.00% | +1,044+3.6% | Added |
| Millennium Management LLC | 29,577 | $527.1K | 0.00% | +129+0.4% | Added |
| Commonwealth Equity Services, LLC | 28,880 | $514.6K | 0.00% | +10,154+54.2% | Added |
| Ameriprise Financial Inc | 27,736 | $494.3K | 0.00% | +1,161+4.4% | Added |
| AQR Capital Management LLC | 19,022 | $339.0K | 0.00% | +4,987+35.5% | Added |
| Beese Fulmer Investment Management, Inc. | 18,788 | $334.8K | 0.02% | +10+0.1% | Added |
| Advisor Group Holdings, Inc. | 18,013 | $321.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 17,500 | $311.9K | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 15,506 | $276.3K | 0.00% | +15,506 | New |
| National Philanthropic Trust | 15,211 | $271.1K | 0.00% | +15,211 | New |
| Prudential Financial Inc | 15,135 | $269.7K | 0.00% | +15,135 | New |
| Bank of America Corp | 12,210 | $217.6K | 0.00% | +3,637+42.4% | Added |
| Black Maple Capital Management LP | 11,718 | $208.8K | 0.16% | −8,659−42.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,200 | $199.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 10,941 | $195.0K | 0.00% | −2,032−15.7% | Reduced |
| Wells Fargo & Company | 10,632 | $189.5K | 0.00% | +3,273+44.5% | Added |
| Rhumbline Advisers | 7,597 | $135.4K | 0.00% | −1,641−17.8% | Reduced |
| JPMorgan Chase & Co | 5,861 | $104.4K | 0.00% | −1,349−18.7% | Reduced |
| MetLife Investment Management | 5,605 | $99.9K | 0.00% | −436−7.2% | Reduced |
| Deutsche Bank AG | 4,432 | $79.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,413 | $78.6K | 0.00% | −72−1.6% | Reduced |
| New York State Common Retirement Fund | 4,400 | $78.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,426 | $43.2K | 0.00% | −390−13.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,172 | $38.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,419 | $25.0K | 0.00% | +189+15.4% | Added |
| Center for Financial Planning, Inc. | 1,000 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 980 | $17.5K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 942 | $16.8K | 0.00% | −180−16.0% | Reduced |
| Legal & General Group Plc | 862 | $15.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 663 | $11.8K | 0.00% | −287−30.2% | Reduced |
| California State Teachers Retirement System | 580 | $10.3K | 0.00% | −19−3.2% | Reduced |
| State of Wyoming | 549 | $9.78K | 0.00% | +13+2.4% | Added |
| Sterling Capital Management LLC | 546 | $9.73K | 0.00% | −116−17.5% | Reduced |
| FMR LLC | 407 | $7.25K | 0.00% | +407 | New |
| Farther Finance Advisors, LLC | 396 | $7.06K | 0.00% | −378−48.8% | Reduced |
| Amalgamated Bank | 298 | $5.00K | 0.00% | −30−9.1% | Reduced |
| Royal Bank of Canada | 309 | $5.00K | 0.00% | +232+301.3% | Added |
| Citigroup Inc | 215 | $3.83K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 149 | $2.65K | 0.00% | −13−8.0% | Reduced |
| The PNC Financial Services Group, Inc. | 71 | $1.26K | 0.00% | +71 | New |
| Covestor Ltd | 31 | $1.00K | 0.00% | −21−40.4% | Reduced |
| Allworth Financial LP | 55 | $981 | 0.00% | +9+19.6% | Added |
| Federated Hermes, Inc. | 47 | $838 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $535 | 0.00% | +12+66.7% | Added |
| IFP Advisors, Inc | 29 | $517 | 0.00% | +22+314.3% | Added |
| UBS Asset Management Americas Inc | 12 | $214 | 0.00% | +12 | New |
| True Wealth Design, LLC | 10 | $179 | 0.00% | −1−9.1% | Reduced |
| Rothschild Investment LLC | 5 | $89 | 0.00% | +3+150.0% | Added |
| SJS Investment Consulting Inc. | 3 | $54 | 0.00% | +3 | New |
| MAI Capital Management | 2 | $36 | 0.00% | +2 | New |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −64,585−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,054−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |