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Citizens Community Bancorp (CZWI) Institutional Ownership

Citizens Community Bancorp logo
$21.02 +0.15 (+0.72%)
As of 08/28/2026 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
55.11%
Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$52.60M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$12.86M
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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
8/24/2026 California State Teachers Retirement System2,971$69K0.0%+479.1%0.031%
8/19/2026 Hsbc Holdings PLC53,522$1.25M0.0%-9.7%0.555%
8/18/2026 Empowered Funds LLC71,318$1.67M0.0%N/A0.739%
8/17/2026 Bank of America Corp DE12,232$286K0.0%N/A0.127%
8/14/2026 Hsbc Holdings PLC53,522$1.25M0.0%N/A0.555%
8/14/2026 The Manufacturers Life Insurance Company480,842$11.25M0.0%N/A4.983%
8/13/2026 Pinnacle Holdings LLC91,262$2.14M0.7%N/A0.946%
8/7/2026 BlackRock Inc.632,627$14.80M0.0%N/A6.560%
8/7/2026 Deutsche Bank AG7,981$187K0.0%N/A0.083%
8/6/2026 Bank of New York Mellon Corp32,258$755K0.0%N/A0.335%
5/19/2026 Bank of America Corp DE13,704$271K0.0%+12.2%0.142%
5/18/2026 Rhino Investment Partners Inc162,312$3.21M0.9%N/A1.684%
5/18/2026 Empowered Funds LLC68,613$1.36M0.0%+6.2%0.712%
5/16/2026 The Manufacturers Life Insurance Company484,188$9.59M0.0%-1.3%5.021%
5/14/2026 Renaissance Technologies LLC53,400$1.06M0.0%+21.1%0.554%
5/14/2026 Arrowstreet Capital Limited Partnership147,560$2.92M0.0%+22.1%1.531%
5/14/2026 Sei Investments Co.10,177$202K0.0%N/A0.106%
5/7/2026 Dimensional 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%
5/5/2026 Bank of New York Mellon Corp30,918$612K0.0%-3.2%0.321%
4/30/2026 Hsbc Holdings PLC59,254$1.18M0.0%+95.4%0.615%
4/20/2026 Ritholtz Wealth Management47,190$934K0.0%+38.3%0.490%
3/20/2026 Hsbc Holdings PLC30,321$540K0.0%+3.6%0.315%
2/18/2026 Wellington Management Group LLP691,414$12.32M0.0%+123.3%7.157%
2/17/2026 AQR Capital Management LLC19,022$339K0.0%+35.5%0.197%
2/17/2026 Cetera Investment Advisers10,941$195K0.0%-15.7%0.113%
2/16/2026 Barclays PLC37,077$661K0.0%+3.7%0.384%
2/13/2026 The Manufacturers Life Insurance Company 490,493$8.74M0.0%-0.5%5.078%
2/13/2026 Fourthstone LLC168,029$2.99M0.6%-68.0%1.739%
2/13/2026 Charles Schwab Investment Management Inc.32,202$574K0.0%+18.4%0.333%
2/13/2026 Wells Fargo & Company MN10,632$189K0.0%+44.5%0.110%
2/12/2026 Jane Street Group LLC15,506$276K0.0%N/A0.161%
2/12/2026 Commonwealth Equity Services LLC28,880$515K0.0%+54.2%0.299%
2/12/2026 Renaissance Technologies LLC44,100$786K0.0%+5.8%0.457%
2/12/2026 Dimensional Fund Advisors LP336,226$5.99M0.0%+2.1%3.481%
2/11/2026 O Shaughnessy Asset Management LLC59,034$1.05M0.0%-5.9%0.611%
2/10/2026 Goldman Sachs Group Inc.37,130$662K0.0%+194.1%0.384%
2/9/2026 Geode Capital Management LLC212,252$3.78M0.0%-4.3%2.197%
2/9/2026 Royce & Associates LP48,702$868K0.0%-45.2%0.504%
1/29/2026 UBS Group AG169,805$3.03M0.0%+123.9%1.758%
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1/23/2026 Ritholtz 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%
1/1/2026 JPMorgan Chase & Co.7,210$116K0.0%+58.4%0.075%
11/17/2025 Millennium Management LLC29,448$473K0.0%-40.1%0.305%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,485$72K0.0%-14.5%0.046%
11/17/2025 Citadel Advisors LLC20,695$333K0.0%-43.1%0.214%
11/17/2025 Banc Funds Co. LLC246,286$3.96M0.7%-40.2%2.550%
11/17/2025 Bank of America Corp DE8,573$138K0.0%+109.8%0.089%
11/17/2025 Alliancebernstein L.P.891,152$14.32M0.0%-7.1%9.225%
11/17/2025 Ameriprise Financial Inc.26,575$427K0.0%N/A0.275%
11/14/2025 Two Sigma Investments LP14,024$225K0.0%N/A0.145%
11/14/2025 Bridgeway Capital Management LLC156,284$2.51M0.1%-11.6%1.618%
11/13/2025 UBS Group AG75,853$1.22M0.0%+408.9%0.785%
11/13/2025 BNP Paribas Financial Markets2,816$45K0.0%+37.5%0.029%
11/12/2025 Dimensional Fund Advisors LP329,168$5.29M0.0%+2.0%3.408%
11/12/2025 Royce & Associates LP88,948$1.43M0.0%-20.6%0.921%
11/7/2025 GSA Capital Partners LLP24,054$387K0.0%+40.9%0.249%
11/7/2025Vanguard Group Inc.559,094$8.99M0.0%+0.6%5.788%
11/7/2025 JPMorgan Chase & Co.7,210$116K0.0%+58.4%0.075%
11/3/2025 New York State Common Retirement Fund4,400$71K0.0%-40.5%0.045%
10/28/2025 Ritholtz Wealth Management32,850$528K0.0%-15.4%0.333%
9/4/2025 Osaic Holdings Inc.3,000$41K0.0%+858.5%0.030%
8/15/2025 Gendell Jeffrey L248,319$3.43M0.1%-1.0%2.516%
8/15/2025 BNP Paribas Financial Markets2,048$28K0.0%+611.1%0.021%
8/15/2025 Bank of America Corp DE4,086$56K0.0%+5,348.0%0.041%
8/14/2025 Raymond James Financial Inc.7,970$110K0.0%N/A0.081%
8/14/2025 FJ Capital Management LLC383,656$5.29M0.6%-29.3%3.887%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,244$72K0.0%N/A0.053%
8/14/2025 Alliancebernstein L.P.959,386$13.24M0.0%-1.8%9.720%
8/14/2025 The Manufacturers Life Insurance Company 495,338$6.84M0.0%-2.4%5.019%
8/14/2025 Fourthstone LLC252,793$3.49M0.7%+74.9%2.561%
8/13/2025 Arrowstreet Capital Limited Partnership98,645$1.36M0.0%-1.1%0.999%
8/13/2025 New York State Common Retirement Fund7,400$102K0.0%N/A0.075%
8/12/2025 JPMorgan Chase & Co.4,551$63K0.0%N/A0.046%
8/8/2025 Police & Firemen s Retirement System of New Jersey2,172$30K0.0%N/A0.022%
8/8/2025 Geode 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%
7/28/2025 Ritholtz Wealth Management38,851$536K0.0%+1.8%0.389%
7/11/2025 Farther Finance Advisors LLC4,905$68K0.0%N/A0.049%
6/27/2025 Goldman 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%
It’s not about Greenland (Ad)

The petrodollar arrangement that anchored the US dollar for 50 years quietly expired in June 2024. Since then, China has cut its Treasury holdings by 45% from their peak, and BRICS nations offloaded $47 billion of American debt in a single month. The Trump administration has responded with a $12 billion critical minerals stockpile called Project Vault, equity stakes in miners like MP Materials and Lithium Americas, and a push to secure resources from Greenland to Ukraine. Porter Stansberry lays out the full story in a new documentary, including five companies positioned at the chokepoints of what he calls Trump's New Dollar.tc pixel

Watch the full documentary before December's economic summit in Miami
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%


CZWI Institutional Ownership - Frequently Asked Questions

During the previous two years, 58 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 51 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 2,501,172 shares in the last 24 months. This purchase volume represents approximately $52.60M in transactions.

Of the 16 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), Bridgeway Capital Management LLC ($20.59K), Millennium Management LLC ($19.68K), and Citadel Advisors LLC ($15.71K).

Institutional investors have sold a total of 750,791 shares in the last 24 months. This volume of shares sold represents approximately $12.86M in transactions.



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 8/24/2026. New 13F filings are added each quarter as they're published.
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