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