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Citizens Community Bancorp (CZWI) Institutional Ownership

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$23.67 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$23.70 +0.03 (+0.13%)
As of 07/2/2026 04:10 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.

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

Current
Institutional Ownership
Percentage
55.11%
Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$23.83M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$15.41M
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CZWI Institutional Buying and Selling by Quarter

Citizens Community Bancorp Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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 Company 484,188$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%
5/5/2026RFG 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%
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%
1/23/2026RFG Bristol Wealth Advisors LLC92,950$1.66M0.5%+4.5%0.962%
1/21/2026Daytona 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%
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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%
8/6/2025RFG Bristol Wealth Advisors LLC88,950$1.23M0.4%-1.7%0.890%
7/28/2025Ritholtz Wealth Management38,851$536K0.0%+1.8%0.389%
7/11/2025Farther 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%
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%
2/14/2025Banc Funds Co. LLC508,221$8.28M0.9%-9.2%5.065%
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2/13/2025Fourthstone LLC263,742$4.30M0.8%+145.8%2.630%
2/13/2025Renaissance Technologies LLC17,674$288K0.0%-38.0%0.176%
2/13/2025Russell Investments Group Ltd.1,879$31K0.0%N/A0.019%
2/12/2025RFG Bristol Wealth Advisors LLC88,970$1.45M0.5%N/A0.887%
2/12/2025Geode Capital Management LLC102,998$1.68M0.0%-1.1%1.027%
2/12/2025Alliancebernstein L.P.982,126$16.00M0.0%-3.1%9.792%
2/12/2025O Shaughnessy Asset Management LLC24,958$407K0.0%+36.2%0.249%
2/12/2025Arrowstreet Capital Limited Partnership65,724$1.07M0.0%+50.4%0.655%
2/11/2025Hillsdale Investment Management Inc.13,900$226K0.0%N/A0.139%
2/10/2025Royce & Associates LP160,741$2.62M0.0%-4.7%1.603%


CZWI Institutional Ownership - Frequently Asked Questions

During the previous two years, 54 institutional investors and hedge funds held shares of Citizens Community Bancorp. The most heavily invested institutionals were Alliancebernstein L.P. ($14.32M), Wellington Management Group LLP ($12.32M), The Manufacturers Life Insurance Company ($9.59M), Vanguard Group Inc. ($8.99M), Dimensional Fund Advisors LP ($6.87M), FJ Capital Management LLC ($5.29M), and Banc Funds Co. LLC ($3.96M).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 45 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: Wellington Management Group LLP ($381.81K), Fourthstone LLC ($371.98K), Rhino Investment Partners Inc ($162.31K), UBS Group AG ($154.90K), Daytona Street Capital LLC ($151.64K), Geode Capital Management LLC ($116.90K), and RFG Bristol Wealth Advisors LLC ($103.70K).

Institutional investors have bought a total of 1,378,782 shares in the last 24 months. This purchase volume represents approximately $23.83M in transactions.

Of the 19 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), FJ Capital Management LLC ($159.25K), Alliancebernstein L.P. ($86.12K), Royce & Associates LP ($63.31K), The Manufacturers Life Insurance Company ($20.82K), and Bridgeway Capital Management LLC ($20.59K).

Institutional investors have sold a total of 939,626 shares in the last 24 months. This volume of shares sold represents approximately $15.41M in transactions.



This page (NASDAQ:CZWI) was last updated on 7/3/2026 by MarketBeat.com Staff.
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