Free Trial
→ Management just bought 2.8 million shares (From Monument Traders Alliance) (Ad)tc pixel Free CZWI Stock Alerts

Citizens Community Bancorp (CZWI) Institutional Ownership

Citizens Community Bancorp logo
$23.43 -0.24 (-1.01%)
Closing price 10/30/2026 04:00 PM Eastern
Extended Trading
$23.38 -0.05 (-0.23%)
As of 10/30/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Citizens Community Bancorp (NASDAQ:CZWI)

Current
Institutional Ownership
Percentage
55.11%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$52.50M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$13.34M
Get CZWI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Citizens Community Bancorp stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CZWI Institutional Buying and Selling by Quarter

Citizens Community Bancorp Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2026 Daytona Street Capital LLC84,911$1.82M1.2%-22.7%0.880%
10/9/2026 RFG Bristol Wealth Advisors LLC102,195$2.16M0.5%-2.0%1.059%
8/19/2026Hsbc Holdings PLC53,522$1.25M0.0%-9.7%0.555%
8/18/2026Empowered Funds LLC71,318$1.67M0.0%N/A0.739%
8/17/2026Bank of America Corp DE12,232$286K0.0%N/A0.127%
8/14/2026Hsbc Holdings PLC53,522$1.25M0.0%N/A0.555%
8/14/2026The Manufacturers Life Insurance Company480,842$11.25M0.0%N/A4.983%
8/13/2026Pinnacle Holdings LLC91,262$2.14M0.7%N/A0.946%
8/7/2026BlackRock Inc.632,627$14.80M0.0%N/A6.560%
8/7/2026Deutsche Bank AG7,981$187K0.0%N/A0.083%
8/6/2026Bank of New York Mellon Corp32,258$755K0.0%N/A0.335%
5/19/2026Bank of America Corp DE13,704$271K0.0%+12.2%0.142%
5/18/2026Rhino Investment Partners Inc162,312$3.21M0.9%N/A1.684%
5/18/2026Empowered Funds LLC68,613$1.36M0.0%+6.2%0.712%
5/16/2026The Manufacturers Life Insurance Company484,188$9.59M0.0%-1.3%5.021%
5/14/2026Renaissance Technologies LLC53,400$1.06M0.0%+21.1%0.554%
5/14/2026Arrowstreet Capital Limited Partnership147,560$2.92M0.0%+22.1%1.531%
5/14/2026Sei Investments Co.10,177$202K0.0%N/A0.106%
5/7/2026Dimensional Fund Advisors LP346,741$6.87M0.0%+3.1%3.601%
5/5/2026 RFG Bristol Wealth Advisors LLC103,682$2.05M0.6%+11.5%1.077%
5/5/2026Bank of New York Mellon Corp30,918$612K0.0%-3.2%0.321%
4/30/2026Hsbc Holdings PLC59,254$1.18M0.0%+95.4%0.615%
4/20/2026Ritholtz Wealth Management47,190$934K0.0%+38.3%0.490%
3/20/2026Hsbc Holdings PLC30,321$540K0.0%+3.6%0.315%
2/18/2026Wellington Management Group LLP691,414$12.32M0.0%+123.3%7.157%
2/17/2026AQR Capital Management LLC19,022$339K0.0%+35.5%0.197%
2/17/2026Cetera Investment Advisers10,941$195K0.0%-15.7%0.113%
2/16/2026Barclays PLC37,077$661K0.0%+3.7%0.384%
2/13/2026The Manufacturers Life Insurance Company 490,493$8.74M0.0%-0.5%5.078%
2/13/2026Fourthstone LLC168,029$2.99M0.6%-68.0%1.739%
2/13/2026Charles Schwab Investment Management Inc.32,202$574K0.0%+18.4%0.333%
2/13/2026Wells Fargo & Company MN10,632$189K0.0%+44.5%0.110%
2/12/2026Jane Street Group LLC15,506$276K0.0%N/A0.161%
2/12/2026Commonwealth Equity Services LLC28,880$515K0.0%+54.2%0.299%
2/12/2026Renaissance Technologies LLC44,100$786K0.0%+5.8%0.457%
2/12/2026Dimensional Fund Advisors LP336,226$5.99M0.0%+2.1%3.481%
2/11/2026O Shaughnessy Asset Management LLC59,034$1.05M0.0%-5.9%0.611%
2/10/2026Goldman Sachs Group Inc.37,130$662K0.0%+194.1%0.384%
2/9/2026Geode Capital Management LLC212,252$3.78M0.0%-4.3%2.197%
2/9/2026Royce & Associates LP48,702$868K0.0%-45.2%0.504%
NEVER thought this would happen again (Ad)

Twenty five years ago, this analyst predicted the fiber optic boom and called Amazon before it became a household name. Now he says a similar shift is unfolding in AI infrastructure. Hundreds of billions are pouring into AI data centers, but he warns the builders could get crushed by their own costs while one overlooked sector absorbs the spending.tc pixel

Watch the full Ignition Point broadcast to see his top pick
1/29/2026UBS Group AG169,805$3.03M0.0%+123.9%1.758%
1/23/2026Ritholtz Wealth Management34,118$608K0.0%+3.9%0.353%
1/23/2026 RFG Bristol Wealth Advisors LLC92,950$1.66M0.5%+4.5%0.962%
1/21/2026 Daytona Street Capital LLC151,644$2.70M1.8%N/A1.570%
1/1/2026JPMorgan Chase & Co.7,210$116K0.0%+58.4%0.075%
11/17/2025Millennium Management LLC29,448$473K0.0%-40.1%0.305%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,485$72K0.0%-14.5%0.046%
11/17/2025Citadel Advisors LLC20,695$333K0.0%-43.1%0.214%
11/17/2025Banc Funds Co. LLC246,286$3.96M0.7%-40.2%2.550%
11/17/2025Bank of America Corp DE8,573$138K0.0%+109.8%0.089%
11/17/2025Alliancebernstein L.P.891,152$14.32M0.0%-7.1%9.225%
11/17/2025Ameriprise Financial Inc.26,575$427K0.0%N/A0.275%
11/14/2025Two Sigma Investments LP14,024$225K0.0%N/A0.145%
11/14/2025Bridgeway Capital Management LLC156,284$2.51M0.1%-11.6%1.618%
11/13/2025UBS Group AG75,853$1.22M0.0%+408.9%0.785%
11/13/2025BNP Paribas Financial Markets2,816$45K0.0%+37.5%0.029%
11/12/2025Dimensional Fund Advisors LP329,168$5.29M0.0%+2.0%3.408%
11/12/2025Royce & Associates LP88,948$1.43M0.0%-20.6%0.921%
11/7/2025GSA Capital Partners LLP24,054$387K0.0%+40.9%0.249%
11/7/2025Vanguard Group Inc.559,094$8.99M0.0%+0.6%5.788%
11/7/2025JPMorgan Chase & Co.7,210$116K0.0%+58.4%0.075%
11/3/2025New York State Common Retirement Fund4,400$71K0.0%-40.5%0.045%
10/28/2025Ritholtz Wealth Management32,850$528K0.0%-15.4%0.333%
9/4/2025Osaic Holdings Inc.3,000$41K0.0%+858.5%0.030%
8/15/2025Gendell Jeffrey L248,319$3.43M0.1%-1.0%2.516%
8/15/2025BNP Paribas Financial Markets2,048$28K0.0%+611.1%0.021%
8/15/2025Bank of America Corp DE4,086$56K0.0%+5,348.0%0.041%
8/14/2025Raymond James Financial Inc.7,970$110K0.0%N/A0.081%
8/14/2025FJ Capital Management LLC383,656$5.29M0.6%-29.3%3.887%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,244$72K0.0%N/A0.053%
8/14/2025Alliancebernstein L.P.959,386$13.24M0.0%-1.8%9.720%
8/14/2025The Manufacturers Life Insurance Company 495,338$6.84M0.0%-2.4%5.019%
8/14/2025Fourthstone LLC252,793$3.49M0.7%+74.9%2.561%
8/13/2025Arrowstreet Capital Limited Partnership98,645$1.36M0.0%-1.1%0.999%
8/13/2025New York State Common Retirement Fund7,400$102K0.0%N/A0.075%
8/12/2025JPMorgan Chase & Co.4,551$63K0.0%N/A0.046%
8/8/2025Police & Firemen s Retirement System of New Jersey2,172$30K0.0%N/A0.022%
8/8/2025Geode Capital Management LLC214,308$2.96M0.0%+116.2%2.145%
8/6/2025 RFG Bristol Wealth Advisors LLC88,950$1.23M0.4%-1.7%0.890%
7/28/2025Ritholtz Wealth Management38,851$536K0.0%+1.8%0.389%
7/11/2025 Farther Finance Advisors LLC4,905$68K0.0%N/A0.049%
6/27/2025Goldman Sachs Group Inc.41,890$602K0.0%+59.2%0.419%
5/21/2025Acadian Asset Management LLC98,063$1.40M0.0%+40.8%0.982%
5/19/2025Jane Street Group LLC41,813$601K0.0%+108.2%0.419%
5/16/2025Empowered Funds LLC61,373$883K0.0%+3.4%0.614%
5/16/2025Goldman Sachs Group Inc.41,890$602K0.0%+59.2%0.419%
5/14/2025Wellington Management Group LLP113,650$1.63M0.0%-2.6%1.138%
5/6/2025Royce & Associates LP115,349$1.66M0.0%-28.2%1.155%
4/17/2025Ritholtz Wealth Management38,167$549K0.0%+159.4%0.382%
2/17/2025Millennium Management LLC25,551$416K0.0%N/A0.255%
Federal Reserve’s Disturbing Plan To Control Your Money (Ad)

A Federal Reserve filing, Docket No. OP-1670, is drawing scrutiny for language that could expand the Fed's visibility into consumer bank transactions. A pilot program is reportedly already underway, with wider rollout at major banks possibly beginning this summer. Martin D. Weiss, PhD, founder of Weiss Ratings, breaks down what the document says and what steps account holders might consider.tc pixel

Click here to see the document and learn protective steps
2/17/2025Fiduciary Trust Co10,130$165K0.0%N/A0.101%
2/17/2025FJ Capital Management LLC542,904$8.84M1.0%-33.9%5.413%
2/17/2025Citadel Advisors LLC12,404$202K0.0%N/A0.124%
2/17/2025683 Capital Management LLC21,139$344K0.0%N/A0.211%
2/14/2025Jane Street Group LLC20,087$327K0.0%N/A0.200%
2/14/2025Schonfeld Strategic Advisors LLC12,505$204K0.0%N/A0.125%
2/14/2025Northern Trust Corp39,081$637K0.0%+33.9%0.390%
2/14/2025The Manufacturers Life Insurance Company510,563$8.32M0.0%-2.1%5.090%
2/14/2025Susquehanna International Group LLP94,139$1.53M0.0%N/A0.939%
2/14/2025Dimensional Fund Advisors LP300,796$4.90M0.0%+5.0%2.998%


CZWI Institutional Ownership - Frequently Asked Questions

During the previous two years, 57 institutional investors and hedge funds held shares of Citizens Community Bancorp. The most heavily invested institutionals were BlackRock Inc. ($14.80M), Alliancebernstein L.P. ($14.32M), Wellington Management Group LLP ($12.32M), The Manufacturers Life Insurance Company ($11.25M), Vanguard Group Inc. ($8.99M), Dimensional Fund Advisors LP ($6.87M), and FJ Capital Management LLC ($5.29M).Learn more on Citizens Community Bancorp's institutional investors.

55.11% of Citizens Community Bancorp's stock is owned by institutional investors. Learn more on CZWI's institutional investor holdings.

Of the 50 institutional investors that purchased Citizens Community Bancorp's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($632.63K), The Manufacturers Life Insurance Company ($480.84K), Wellington Management Group LLP ($381.81K), Fourthstone LLC ($371.98K), Rhino Investment Partners Inc ($162.31K), UBS Group AG ($154.90K), and Daytona Street Capital LLC ($151.64K).

Institutional investors have bought a total of 2,496,027 shares in the last 24 months. This purchase volume represents approximately $52.50M in transactions.

Of the 17 institutional investors that sold Citizens Community Bancorp's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Fourthstone LLC ($357.01K), Banc Funds Co. LLC ($165.71K), Alliancebernstein L.P. ($68.23K), Royce & Associates LP ($63.31K), Daytona Street Capital LLC ($25K), Bridgeway Capital Management LLC ($20.59K), and Millennium Management LLC ($19.68K).

Institutional investors have sold a total of 771,885 shares in the last 24 months. This volume of shares sold represents approximately $13.34M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CZWI is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Your free stock pick for today
Elon Musk doesn't own the chip powering every Tesla, every Starlink dish, and every AI satellite he builds, he...
Behind the Markets | Sponsoredtc pixel
My public warning after 55 years of watching the markets
Dr. Martin D. Weiss has publicly predicted six major American market crashes over his 55-year career, each war...
Weiss Ratings | Sponsoredtc pixel
Cigar Lake Flooded Again Uranium Supply Shock Repeats
In 2006, a flooded mine at Cigar Lake sent uranium prices from the 50 range to 136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Last note from me on this
Joel Peterson's free workshop breaks down a three step, three color system that works across stocks, ETFs, gol...
The Cycle Code | Sponsoredtc pixel
What Elon Musk's Cybercab Reveal Could Mean for Investors
Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He po...
Brownstone Research | Sponsoredtc pixel
Last call for your free 0DTE report
The 0DTE Game Plan lays out a simple 3-step framework for trading same-day options: Plan it, profit from it, p...
Profits Run | Sponsoredtc pixel
Management just bought 2.8 million shares
Management just backed a $100 million buyback, repurchasing 2.8 million shares at an average price of $35.26 i...
Monument Traders Alliance | Sponsoredtc pixel