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, Q1 2026
Institutional positions in Citizens Community Bancorp Inc. as of Mar 31, 2026. 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
- 86
- +6 vs. Q4 2025
- Shares held
- 5.84M
- +479.4K (+8.9%) vs. Q4 2025
- Total value
- $115.5M
- +$19.9M (+20.8%) vs. Q4 2025
- New holders
- 15
- 32 more added
- Sold out
- 9
- 24 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Citizens Community Bancorp Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 593,996 | $11.8M | 0.00% | −97,418−14.1% | Reduced |
| BlackRock, Inc. | 507,900 | $10.1M | 0.00% | +39,099+8.3% | Added |
| Manufacturers Life Insurance Company, The | 484,188 | $9.59M | 0.01% | −6,305−1.3% | Reduced |
| Vanguard Capital Management LLC | 461,221 | $9.13M | 0.00% | +461,221 | New |
| Dimensional Fund Advisors LP | 346,741 | $6.87M | 0.00% | +10,515+3.1% | Added |
| Acadian Asset Management LLC | 254,714 | $5.03M | 0.01% | +103,616+68.6% | Added |
| Gendell Jeffrey L | 248,319 | $4.92M | 0.07% | 00.0% | Unchanged |
| Boston Partners | 234,612 | $4.65M | 0.00% | +234,612 | New |
| Banc Funds Co LLC | 206,055 | $4.08M | 0.76% | −40,231−16.3% | Reduced |
| Geode Capital Management, LLC | 204,263 | $4.05M | 0.00% | −7,989−3.8% | Reduced |
| rhino investment partners, Inc | 162,312 | $3.21M | 0.89% | +162,312 | New |
| Bridgeway Capital Management, LLC | 160,312 | $3.17M | 0.06% | +4,028+2.6% | Added |
| Daytona Street Capital LLC | 151,244 | $3.05M | 2.45% | −400−0.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 147,560 | $2.92M | 0.00% | +26,688+22.1% | Added |
| UBS Group AG | 133,675 | $2.65M | 0.00% | −36,130−21.3% | Reduced |
| Alliancebernstein L.P. | 147,558 | $2.63M | 0.00% | −395,517−72.8% | Reduced |
| State Street Corp | 124,491 | $2.46M | 0.00% | +22,388+21.9% | Added |
| RFG - Bristol Wealth Advisors, LLC | 103,682 | $2.05M | 0.55% | +10,732+11.5% | Added |
| Pinnacle Holdings, LLC | 91,347 | $1.81M | 0.58% | 00.0% | Unchanged |
| Northern Trust Corp | 84,052 | $1.66M | 0.00% | +5,125+6.5% | Added |
| Two Sigma Investments, LP | 74,411 | $1.47M | 0.00% | +29,155+64.4% | Added |
| Empowered Funds, LLC | 68,613 | $1.36M | 0.01% | +68,613 | New |
| Vanguard Fiduciary Trust Co | 60,366 | $1.20M | 0.00% | +60,366 | New |
| HSBC Holdings PLC | 59,254 | $1.18M | 0.00% | +28,933+95.4% | Added |
| First Manhattan Co | 57,624 | $1.14M | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 55,595 | $1.10M | 0.01% | −3,439−5.8% | Reduced |
| Vanguard Portfolio Management LLC | 53,820 | $1.07M | 0.00% | +53,820 | New |
| Renaissance Technologies LLC | 53,400 | $1.06M | 0.00% | +9,300+21.1% | Added |
| Goldman Sachs Group Inc | 50,719 | $1.00M | 0.00% | +13,589+36.6% | Added |
| Ritholtz Wealth Management | 47,190 | $934.4K | 0.02% | +13,072+38.3% | Added |
| Morgan Stanley | 36,462 | $722.0K | 0.00% | −6,982−16.1% | Reduced |
| Victory Capital Management Inc | 34,000 | $673.2K | 0.00% | +34,000 | New |
| Bank of New York Mellon Corp | 30,918 | $612.2K | 0.00% | −1,038−3.2% | Reduced |
| Ameriprise Financial Inc | 30,414 | $602.2K | 0.00% | +2,678+9.7% | Added |
| Barclays PLC | 28,887 | $572.0K | 0.00% | −8,190−22.1% | Reduced |
| Commonwealth Equity Services, LLC | 28,880 | $571.8K | 0.00% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 27,831 | $551.1K | 0.00% | −4,371−13.6% | Reduced |
| AQR Capital Management LLC | 22,819 | $451.8K | 0.00% | +3,797+20.0% | Added |
| Beese Fulmer Investment Management, Inc. | 18,794 | $372.1K | 0.02% | +60.0% | Added |
| Advisor Group Holdings, Inc. | 17,991 | $356.2K | 0.00% | −22−0.1% | Reduced |
| STRS Ohio | 17,500 | $346.5K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 16,035 | $317.5K | 0.00% | +900+5.9% | Added |
| Trexquant Investment LP | 14,293 | $283.0K | 0.00% | +14,293 | New |
| Bank of America Corp | 13,704 | $271.3K | 0.00% | +1,494+12.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,200 | $221.8K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 10,177 | $201.5K | 0.00% | +10,177 | New |
| Deutsche Bank AG | 7,719 | $152.8K | 0.00% | +3,287+74.2% | Added |
| Rhumbline Advisers | 7,025 | $139.1K | 0.00% | −572−7.5% | Reduced |
| MetLife Investment Management | 5,605 | $111.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 4,515 | $89.4K | 0.00% | +102+2.3% | Added |
| New York State Common Retirement Fund | 4,400 | $87.1K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,831 | $74.9K | 0.00% | −2,030−34.6% | Reduced |
| Vanguard Global Advisers, LLC | 3,615 | $71.6K | 0.00% | +3,615 | New |
| Wells Fargo & Company | 3,506 | $69.4K | 0.00% | −7,126−67.0% | Reduced |
| BNP Paribas Arbitrage, SA | 2,267 | $44.9K | 0.00% | −159−6.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,172 | $43.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,590 | $31.5K | 0.00% | +171+12.1% | Added |
| Tower Research Capital LLC (TRC) | 1,140 | $22.6K | 0.00% | +477+71.9% | Added |
| Russell Investments Group, Ltd. | 1,114 | $22.1K | 0.00% | +172+18.3% | Added |
| Center for Financial Planning, Inc. | 1,000 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 980 | $19.4K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 862 | $17.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 513 | $10.2K | 0.00% | −67−11.6% | Reduced |
| Citigroup Inc | 431 | $8.53K | 0.00% | +216+100.5% | Added |
| State of Wyoming | 415 | $8.22K | 0.00% | −134−24.4% | Reduced |
| FMR LLC | 414 | $8.20K | 0.00% | +7+1.7% | Added |
| Sterling Capital Management LLC | 314 | $6.22K | 0.00% | −232−42.5% | Reduced |
| UBS Asset Management Americas Inc | 213 | $4.22K | 0.00% | +201+1,675.0% | Added |
| Farther Finance Advisors, LLC | 168 | $3.39K | 0.00% | −228−57.6% | Reduced |
| Essential Partners LLC | 151 | $2.99K | 0.00% | +2+1.3% | Added |
| Allworth Financial LP | 70 | $1.39K | 0.00% | +15+27.3% | Added |
| Royal Bank of Canada | 40 | $1.00K | 0.00% | −269−87.1% | Reduced |
| Federated Hermes, Inc. | 47 | $931 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 43 | $851 | 0.00% | +43 | New |
| EverSource Wealth Advisors, LLC | 38 | $752 | 0.00% | +8+26.7% | Added |
| The PNC Financial Services Group, Inc. | 35 | $693 | 0.00% | −36−50.7% | Reduced |
| MAI Capital Management | 35 | $693 | 0.00% | +33+1,650.0% | Added |
| IFP Advisors, Inc | 29 | $574 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18 | $356 | 0.00% | +13+260.0% | Added |
| True Wealth Design, LLC | 10 | $198 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 9 | $178 | 0.00% | +9 | New |
| Basecamp Wealth Advisors LLC | 8 | $158 | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 10 | $139 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 4 | $80 | 0.00% | +1+33.3% | Added |
| JPL Wealth Management, LLC | 3 | $60 | 0.00% | +3 | New |
| Covestor Ltd | 14 | $0 | 0.00% | −17−54.8% | Reduced |
| Fourthstone LLC | 0 | $0 | 0.00% | −168,029−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −48,702−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −34,605−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −29,577−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −15,506−100.0% | Sold out |
| National Philanthropic Trust | 0 | $0 | 0.00% | −15,211−100.0% | Sold out |
| Black Maple Capital Management LP | 0 | $0 | 0.00% | −11,718−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,941−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |