Free Trial
→ INSANE DRONE FOOTAGE (From Paradigm Press) (Ad)tc pixel Free CZFS Stock Alerts

Citizens Financial Services (CZFS) Institutional Ownership

Citizens Financial Services logo
$80.03 +0.91 (+1.15%)
Closing price 04:00 PM Eastern
Extended Trading
$80.13 +0.10 (+0.13%)
As of 08:00 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 Financial Services (NASDAQ:CZFS)

Current
Institutional Ownership
Percentage
22.49%
Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$39.00M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.02M
Get CZFS Insider Trade Alerts

Want to know when executives and insiders are buying or selling Citizens Financial Services 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

CZFS Institutional Buying and Selling by Quarter

Citizens Financial Services Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2026Hudock Inc.79,603$6.26M0.8%+1.9%1.655%
9/9/2026Squarepoint Ops LLC6,560$475K0.0%-36.4%0.136%
9/8/2026Hudock Inc.78,092$5.66M0.7%+91.5%1.624%
8/17/2026Bank of America Corp DE6,828$495K0.0%N/A0.142%
8/14/2026Legal & General Group Plc483$35K0.0%N/A0.010%
8/13/2026Connor Clark & Lunn Investment Management Ltd.6,396$463K0.0%N/A0.133%
8/12/2026De Lisle Partners LLP20,519$1.48M0.2%N/A0.427%
8/10/2026Great Lakes Advisors LLC7,797$565K0.0%N/A0.162%
8/7/2026BlackRock Inc.354,551$25.68M0.0%N/A7.386%
8/7/2026Deutsche Bank AG4,510$327K0.0%N/A0.094%
8/6/2026Bank of New York Mellon Corp16,376$1.19M0.0%N/A0.341%
5/22/2026Segall Bryant & Hamill LLC20,701$1.27M0.0%+28.2%0.431%
5/19/2026Bank of America Corp DE8,017$490K0.0%+69.2%0.167%
5/18/2026Royal Bank of Canada1,018$62K0.0%+127.7%0.021%
5/16/2026Quantinno Capital Management LP13,851$847K0.0%+35.5%0.289%
5/7/2026Dimensional Fund Advisors LP28,590$1.75M0.0%+16.8%0.594%
5/5/2026Bank of New York Mellon Corp15,463$946K0.0%-21.3%0.322%
4/28/2026NBT Bank N A NY1,210$74K0.0%+2,022.8%0.025%
2/19/2026Invesco Ltd.4,973$284K0.0%-22.8%0.103%
2/18/2026Millennium Management LLC13,206$753K0.0%+118.4%0.275%
2/17/2026Trexquant Investment LP10,614$605K0.0%+71.7%0.221%
2/17/2026Royal Bank of Canada447$25K0.0%+93.5%0.009%
2/16/2026Barclays PLC8,375$478K0.0%+16.0%0.174%
2/13/2026Marshall Wace LLP7,396$422K0.0%N/A0.154%
2/13/2026Segall Bryant & Hamill LLC16,148$921K0.0%-40.8%0.336%
2/13/2026Wells Fargo & Company MN9,338$532K0.0%+21.6%0.194%
2/12/2026Jane Street Group LLC3,974$227K0.0%-54.3%0.083%
2/12/2026Commonwealth Equity Services LLC3,943$225K0.0%-4.4%0.082%
2/12/2026Great Lakes Advisors LLC9,117$520K0.0%-10.9%0.190%
2/12/2026Hudock Inc.39,924$2.28M0.3%-0.9%0.831%
2/11/2026Deutsche Bank AG4,139$236K0.0%-8.5%0.086%
2/11/2026O Shaughnessy Asset Management LLC7,057$402K0.0%-19.9%0.147%
2/10/2026Goldman Sachs Group Inc.8,435$481K0.0%+142.7%0.175%
2/9/2026Geode Capital Management LLC110,866$6.32M0.0%+1.3%2.307%
2/5/2026Lawood & Co.10,726$612K0.6%N/A0.223%
2/4/2026Bailard Inc.7,245$413K0.0%N/A0.151%
2/2/2026Strs Ohio6,400$365K0.0%+16.4%0.133%
1/21/2026Stone House Investment Management LLC496$28K0.0%-23.9%0.010%
1/7/2026Cyndeo Wealth Partners LLC16,185$923K0.0%N/A0.336%
1/1/2026JPMorgan Chase & Co.4,591$277K0.0%+12.5%0.095%
Elon Musk’s 4th Wealth Window Set to Open by October 30 (Ad)

Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He points to a new AI project tied to Musk's Cybercab reveal. Brown says Musk has opened major investment windows before, with PayPal, Tesla, and SpaceX marking milestones in tech history. He believes a fourth may open by October 30.tc pixel

See Jeff Brown's full analysis on Musk's new AI project
11/17/2025Millennium Management LLC6,048$365K0.0%N/A0.126%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,106$127K0.0%-15.1%0.044%
11/17/2025Citadel Advisors LLC4,996$301K0.0%N/A0.104%
11/17/2025Bank of America Corp DE2,885$174K0.0%-39.6%0.060%
11/13/2025BNP Paribas Financial Markets1,103$66K0.0%+67.6%0.023%
11/13/2025Franklin Resources Inc.3,600$217K0.0%N/A0.075%
11/13/2025Russell Investments Group Ltd.1,463$88K0.0%+3,225.0%0.030%
11/12/2025Dimensional Fund Advisors LP24,419$1.47M0.0%+6.5%0.508%
11/12/2025Segall Bryant & Hamill LLC27,288$1.65M0.0%-0.9%0.568%
11/7/2025Vanguard Group Inc.246,735$14.87M0.0%+0.8%5.133%
11/7/2025JPMorgan Chase & Co.4,591$277K0.0%+12.5%0.096%
11/3/2025Great Lakes Advisors LLC10,237$617K0.0%-6.4%0.213%
10/27/2025Stone House Investment Management LLC652$39K0.0%-44.6%0.014%
10/24/2025Hudock Inc.40,273$2.43M0.4%-2.1%0.837%
10/16/2025Weatherly Asset Management L. P.4,924$297K0.0%-50.0%0.102%
10/14/2025Farther Finance Advisors LLC1,463$88K0.0%+14,530.0%0.030%
8/15/2025Tower Research Capital LLC TRC 1,332$78K0.0%+537.3%0.028%
8/15/2025BNP Paribas Financial Markets658$39K0.0%+39.4%0.014%
8/15/2025Bank of America Corp DE4,780$281K0.0%+38.5%0.099%
8/14/2025Jane Street Group LLC5,880$345K0.0%+37.0%0.122%
8/14/2025Raymond James Financial Inc.2,106$124K0.0%N/A0.044%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,481$146K0.0%-7.4%0.052%
8/13/2025Invesco Ltd.7,473$439K0.0%-9.2%0.155%
8/13/2025De Lisle Partners LLP16,936$999K0.1%+5.5%0.352%
8/12/2025American Century Companies Inc.28,344$1.66M0.0%+1.4%0.589%
8/12/2025Segall Bryant & Hamill LLC27,534$1.62M0.0%+141.8%0.572%
8/12/2025Rhumbline Advisers6,604$388K0.0%+25.4%0.137%
8/12/2025JPMorgan Chase & Co.4,081$240K0.0%-49.3%0.085%
8/8/2025Hudock Inc.41,118$2.41M0.4%+1.2%0.864%
8/8/2025Geode Capital Management LLC106,338$6.25M0.0%+1.6%2.234%
8/6/2025Bryn Mawr Trust Advisors LLC6,305$370K0.0%+14.2%0.132%
8/6/2025Stone House Investment Management LLC1,176$69K0.0%+82.0%0.025%
7/30/2025Citizens & Northern Corp117,081$6.88M1.8%+1.0%2.460%
7/14/2025GAMMA Investing LLC1,170$69K0.0%+183.3%0.025%
6/27/2025Goldman Sachs Group Inc.7,393$429K0.0%-47.3%0.155%
5/29/2025Rhumbline Advisers5,267$306K0.0%-4.8%0.111%
5/28/2025Strs Ohio5,100$296K0.0%N/A0.107%
5/19/2025Jane Street Group LLC4,291$249K0.0%N/A0.090%
5/16/2025Goldman Sachs Group Inc.7,393$429K0.0%-47.3%0.155%
5/15/2025PDT Partners LLC4,314$250K0.0%+33.9%0.091%
5/15/2025Trexquant Investment LP6,129$356K0.0%+14.8%0.129%
5/13/2025American Century Companies Inc.27,944$1.62M0.0%+25.7%0.587%
5/13/2025Stone House Investment Management LLC646$38K0.0%N/A0.014%
5/12/2025Nuveen LLC759,297$44.08M0.0%N/A15.952%
5/12/2025Invesco Ltd.8,233$478K0.0%-12.1%0.173%
5/9/2025Deutsche Bank AG4,217$245K0.0%-12.8%0.089%
5/9/2025PNC Financial Services Group Inc.3,613$210K0.0%+9.7%0.076%
5/2/2025Segall Bryant & Hamill LLC11,385$661K0.0%N/A0.239%
5/2/2025Bryn Mawr Capital Management LLC5,522$321K0.0%-15.3%0.116%
4/29/2025Bank of New York Mellon Corp12,912$750K0.0%-4.5%0.271%
A new income category is drawing serious money - here's why (Ad)

Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the eye-popping yields are fueling a boom among everyday investors. Three years ago, barely a dozen of these funds existed - today there are more than 100, holding over $140 billion. These funds trade on the NYSE and NASDAQ and are built to generate monthly income. Some investors are targeting $5,000 a month with roughly one-tenth of the nest egg Wall Street says you need.tc pixel

Watch the short briefing to see how this income approach works
4/17/2025NBT Bank N A NY1,199$70K0.0%N/A0.025%
4/8/2025Rhumbline Advisers5,267$306K0.0%-4.8%0.111%
4/7/2025GAMMA Investing LLC23,975$1.39M0.0%+39,858.3%0.504%
2/17/2025Nuveen Asset Management LLC9,309$589K0.0%+14.7%0.196%
2/17/2025Lazard Asset Management LLC836$52K0.0%N/A0.018%
2/17/2025Deutsche Bank AG4,834$306K0.0%+88.0%0.102%
2/17/2025Citadel Advisors LLC4,096$259K0.0%-53.8%0.086%
2/17/2025Bank of America Corp DE5,118$324K0.0%+45.4%0.108%
2/17/2025BNP Paribas Financial Markets545$35K0.0%N/A0.011%
2/14/2025PDT Partners LLC3,222$204K0.0%N/A0.068%


CZFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 59 institutional investors and hedge funds held shares of Citizens Financial Services. The most heavily invested institutionals were Nuveen LLC ($44.08M), BlackRock Inc. ($25.68M), Vanguard Group Inc. ($14.87M), Citizens & Northern Corp ($6.88M), Geode Capital Management LLC ($6.32M), Hudock Inc. ($6.26M), and State Street Corp ($4.23M).Learn more on Citizens Financial Services' institutional investors.

22.49% of Citizens Financial Services' stock is owned by institutional investors. Learn more on CZFS's institutional investor holdings.

Of the 52 institutional investors that purchased Citizens Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Nuveen LLC ($759.30K), BlackRock Inc. ($354.55K), Bryn Mawr Capital Management LLC ($108.53K), Hudock Inc. ($39.31K), Segall Bryant & Hamill LLC ($32.09K), Citizens & Northern Corp ($27.85K), and GAMMA Investing LLC ($24.67K).

Institutional investors have bought a total of 558,009 shares in the last 24 months. This purchase volume represents approximately $39.00M in transactions.

Of the 13 institutional investors that sold Citizens Financial Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Segall Bryant & Hamill LLC ($11.39K), Jane Street Group LLC ($4.71K), Bank of New York Mellon Corp ($4.19K), Squarepoint Ops LLC ($3.75K), Bank of America Corp DE ($1.90K), Great Lakes Advisors LLC ($1.82K), and O Shaughnessy Asset Management LLC ($1.75K).

Institutional investors have sold a total of 33,781 shares in the last 24 months. This volume of shares sold represents approximately $2.02M in transactions.


Related Companies

Institutional ownership data for NASDAQ:CZFS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Elon Musk’s 4th Wealth Window Set to Open by October 30
Jeff Brown, the analyst who flagged Bitcoin, Tesla, and Nvidia early, is tracking Elon Musk's next move. He po...
Brownstone Research | Sponsoredtc pixel
Financial legend: “This is bad, really bad...”
Dr. Martin D. Weiss has publicly predicted six major American financial crashes over his 55-year career leadin...
Weiss Ratings | Sponsoredtc pixel
SpaceX minted 4400 millionaires in a single day
SpaceX minted 4,400 millionaires in a single day, and Tesla has turned more than 5,000 employees into milliona...
Behind the Markets | Sponsoredtc pixel
Trump’s issues shocking Executive Order on U.S. Dollar
Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered....
Banyan Hill Publishing | Sponsoredtc pixel
A new income category is drawing serious money - here's why
Forbes recently called a new category of exchange-traded income funds a 'golden era,' and Bloomberg noted the ...
Investors Alley | Sponsoredtc pixel
Undiscovered Sub-$1 Gold-Silver Royalty Stock Takes Flight
A small-cap gold and silver royalty company is generating record revenue from producing mines, yet shares stil...
Digest Publishing | Sponsoredtc pixel
INSANE DRONE FOOTAGE
New drone footage shows a mysterious factory rising at one of Elon Musk's most secure facilities, cleared and ...
Paradigm Press | Sponsoredtc pixel
This high yielding “gold annuity” is starting to move…
Garrett Goggin, a 20+ year gold analyst, has called major moves before: Montage Gold up 2,567%, G2 Goldfields ...
Golden Portfolio | Sponsoredtc pixel