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Citizens Financial Services (CZFS) Institutional Ownership

Citizens Financial Services logo
$64.86 +1.26 (+1.98%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Citizens Financial Services (NASDAQ:CZFS)

Current
Institutional Ownership
Percentage
22.49%
Number of
Institutional Buyers
(last 12 months)
35
Total
Institutional Inflows
(last 12 months)
$8.12M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.73M
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CZFS Institutional Buying and Selling by Quarter

Citizens Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2026 Segall Bryant & Hamill LLC20,701$1.27M0.0%+28.2%0.431%
5/19/2026 Bank of America Corp DE8,017$490K0.0%+69.2%0.167%
5/18/2026 Royal Bank of Canada1,018$62K0.0%+127.7%0.021%
5/16/2026 Quantinno Capital Management LP13,851$847K0.0%+35.5%0.289%
5/7/2026 Dimensional Fund Advisors LP28,590$1.75M0.0%+16.8%0.594%
5/5/2026 Bank of New York Mellon Corp15,463$946K0.0%-21.3%0.322%
4/28/2026 NBT Bank N A NY1,210$74K0.0%+2,022.8%0.025%
2/19/2026 Invesco Ltd.4,973$284K0.0%-22.8%0.103%
2/18/2026 Millennium Management LLC13,206$753K0.0%+118.4%0.275%
2/17/2026 Trexquant Investment LP10,614$605K0.0%+71.7%0.221%
2/17/2026 Royal Bank of Canada447$25K0.0%+93.5%0.009%
2/16/2026 Barclays PLC8,375$478K0.0%+16.0%0.174%
2/13/2026 Marshall Wace LLP7,396$422K0.0%N/A0.154%
2/13/2026 Segall Bryant & Hamill LLC16,148$921K0.0%-40.8%0.336%
2/13/2026 Wells Fargo & Company MN9,338$532K0.0%+21.6%0.194%
2/12/2026 Jane Street Group LLC3,974$227K0.0%-54.3%0.083%
2/12/2026 Commonwealth Equity Services LLC3,943$225K0.0%-4.4%0.082%
2/12/2026 Great Lakes Advisors LLC9,117$520K0.0%-10.9%0.190%
2/12/2026 Hudock Inc.39,924$2.28M0.3%-0.9%0.831%
2/11/2026 Deutsche Bank AG4,139$236K0.0%-8.5%0.086%
2/11/2026 O Shaughnessy Asset Management LLC7,057$402K0.0%-19.9%0.147%
2/10/2026 Goldman Sachs Group Inc.8,435$481K0.0%+142.7%0.175%
2/9/2026 Geode Capital Management LLC110,866$6.32M0.0%+1.3%2.307%
2/5/2026 Lawood & Co.10,726$612K0.6%N/A0.223%
2/4/2026 Bailard Inc.7,245$413K0.0%N/A0.151%
2/2/2026 Strs Ohio6,400$365K0.0%+16.4%0.133%
1/21/2026 Stone House Investment Management LLC496$28K0.0%-23.9%0.010%
1/7/2026 Cyndeo Wealth Partners LLC16,185$923K0.0%N/A0.336%
1/1/2026 JPMorgan Chase & Co.4,591$277K0.0%+12.5%0.095%
11/17/2025 Millennium Management LLC6,048$365K0.0%N/A0.126%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,106$127K0.0%-15.1%0.044%
11/17/2025 Citadel Advisors LLC4,996$301K0.0%N/A0.104%
11/17/2025 Bank of America Corp DE2,885$174K0.0%-39.6%0.060%
11/13/2025 BNP Paribas Financial Markets1,103$66K0.0%+67.6%0.023%
11/13/2025 Franklin Resources Inc.3,600$217K0.0%N/A0.075%
11/13/2025 Russell Investments Group Ltd.1,463$88K0.0%+3,225.0%0.030%
11/12/2025 Dimensional Fund Advisors LP24,419$1.47M0.0%+6.5%0.508%
11/12/2025 Segall 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%
11/7/2025 JPMorgan Chase & Co.4,591$277K0.0%+12.5%0.096%
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11/3/2025 Great Lakes Advisors LLC10,237$617K0.0%-6.4%0.213%
10/27/2025 Stone House Investment Management LLC652$39K0.0%-44.6%0.014%
10/24/2025 Hudock Inc.40,273$2.43M0.4%-2.1%0.837%
10/16/2025 Weatherly Asset Management L. P.4,924$297K0.0%-50.0%0.102%
10/14/2025 Farther Finance Advisors LLC1,463$88K0.0%+14,530.0%0.030%
8/15/2025 Tower Research Capital LLC TRC 1,332$78K0.0%+537.3%0.028%
8/15/2025 BNP Paribas Financial Markets658$39K0.0%+39.4%0.014%
8/15/2025 Bank of America Corp DE4,780$281K0.0%+38.5%0.099%
8/14/2025 Jane Street Group LLC5,880$345K0.0%+37.0%0.122%
8/14/2025 Raymond James Financial Inc.2,106$124K0.0%N/A0.044%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,481$146K0.0%-7.4%0.052%
8/13/2025 Invesco Ltd.7,473$439K0.0%-9.2%0.155%
8/13/2025 De Lisle Partners LLP16,936$999K0.1%+5.5%0.352%
8/12/2025 American Century Companies Inc.28,344$1.66M0.0%+1.4%0.589%
8/12/2025 Segall Bryant & Hamill LLC27,534$1.62M0.0%+141.8%0.572%
8/12/2025 Rhumbline Advisers6,604$388K0.0%+25.4%0.137%
8/12/2025 JPMorgan Chase & Co.4,081$240K0.0%-49.3%0.085%
8/8/2025 Hudock Inc.41,118$2.41M0.4%+1.2%0.864%
8/8/2025 Geode Capital Management LLC106,338$6.25M0.0%+1.6%2.234%
8/6/2025 Bryn Mawr Trust Advisors LLC6,305$370K0.0%+14.2%0.132%
8/6/2025 Stone House Investment Management LLC1,176$69K0.0%+82.0%0.025%
7/30/2025 Citizens & Northern Corp117,081$6.88M1.8%+1.0%2.460%
7/14/2025 GAMMA Investing LLC1,170$69K0.0%+183.3%0.025%
6/27/2025 Goldman 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%
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%
2/14/2025Northern Trust Corp40,504$2.56M0.0%+2.0%0.851%
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2/14/2025Tower Research Capital LLC TRC842$53K0.0%+295.3%0.018%
2/14/2025Dimensional Fund Advisors LP11,734$743K0.0%+99.1%0.247%
2/13/2025Barclays PLC6,822$431K0.0%+15.2%0.143%
2/13/2025Wells Fargo & Company MN6,830$432K0.0%+182.6%0.143%
2/12/2025Trexquant Investment LP5,340$338K0.0%N/A0.112%
2/12/2025Geode Capital Management LLC102,655$6.50M0.0%+0.3%2.157%
2/12/2025JPMorgan Chase & Co.16,576$1.05M0.0%+127.9%0.348%
2/11/2025Corebridge Financial Inc.2,245$142K0.0%-7.0%0.047%
2/11/2025American Century Companies Inc.22,237$1.41M0.0%+148.3%0.467%
2/6/2025Charles Schwab Investment Management Inc.36,465$2.31M0.0%+5.4%0.766%


CZFS Institutional Ownership - Frequently Asked Questions

During the previous two years, 56 institutional investors and hedge funds held shares of Citizens Financial Services. The most heavily invested institutionals were Nuveen LLC ($44.08M), Vanguard Group Inc. ($14.87M), Citizens & Northern Corp ($6.88M), Geode Capital Management LLC ($6.32M), State Street Corp ($4.23M), Northern Trust Corp ($2.56M), and Charles Schwab Investment Management Inc. ($2.31M).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 49 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), Bryn Mawr Capital Management LLC ($108.53K), Segall Bryant & Hamill LLC ($32.09K), Citizens & Northern Corp ($27.85K), GAMMA Investing LLC ($24.67K), American Century Companies Inc. ($19.39K), and Cyndeo Wealth Partners LLC ($16.19K).

Institutional investors have bought a total of 138,788 shares in the last 24 months. This purchase volume represents approximately $8.12M in transactions.

Of the 16 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), Goldman Sachs Group Inc. ($6.63K), Weatherly Asset Management L. P. ($4.93K), Jane Street Group LLC ($4.71K), Bank of New York Mellon Corp ($4.19K), JPMorgan Chase & Co. ($3.97K), and Invesco Ltd. ($2.23K).

Institutional investors have sold a total of 46,777 shares in the last 24 months. This volume of shares sold represents approximately $2.73M in transactions.


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This page (NASDAQ:CZFS) was last updated on 5/26/2026 by MarketBeat.com Staff.
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