Who Owns Citizens Community Bancorp, Inc. (CZWI)?Hedge Fund & Institutional Holders

$18.16+0.15 (+0.83%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2000900089128e+128T

% of Float Held

QoQ Change in Holders

+14 / -0

Price History

$12.71$14.31$15.91$17.51$19.11Sep 24Jun 25Mar 26

CZWI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Daytona Street Capital LLCNew Position+152K+$2.7M
RFG - Bristol Wealth Advisors, LLCNew Position+93K+$1.7M
RITHOLTZ WEALTH MANAGEMENTNew Position+34K+$607K
STRS OHIONew Position+18K+$311K
ACADIAN ASSET MANAGEMENT LLCIncreased+29K+$51K
CWM, LLCNew Position+1K+$25K
Center for Financial Planning, Inc.New Position+1K+$17K
State of WyomingNew Position+549+$9K
Covestor LtdNew Position+31+$1K
MAI Capital ManagementNew Position+2+$0
FEDERATED HERMES, INC.New Position+47+$0
PRUDENTIAL FINANCIAL INCNew Position+15K+$0
Bank of New York Mellon CorpNew Position+32K+$0
JANE STREET GROUP, LLCNew Position+16K+$0
SJS Investment Consulting Inc.New Position+3+$0

CZWI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ALLIANCEBERNSTEIN L.P.Decreased-348K-$14.3B
Fourthstone LLCDecreased-357K-$8.4B
MANUFACTURERS LIFE INSURANCE COMPANY, THEDecreased-2K-$7.9B
GEODE CAPITAL MANAGEMENT, LLCDecreased-10K-$3.6B
ROYCE & ASSOCIATES LPDecreased-40K-$1.4B
NORTHERN TRUST CORPDecreased-6K-$1.4B
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-4K-$1.0B
Black Maple Capital Management LPDecreased-9K-$327.3M
Cetera Investment AdvisersDecreased-2K-$208.5M
RHUMBLINE ADVISERSDecreased-2K-$148.5M
JPMORGAN CHASE & CODecreased-1K-$115.9M
MetLife Investment Management, LLCDecreased-436-$97.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Decreased-72-$72.1M
BNP PARIBAS FINANCIAL MARKETSDecreased-390-$45.3M
Russell Investments Group, Ltd.Decreased-180-$18.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLINGTON MANAGEMENT GROUP LLP691,414$12.0M0.00%Share
2ALLIANCEBERNSTEIN L.P.543,075$9.0M0.00%Share
3VANGUARD GROUP INC500,129$8.9M0.00%Share
4MANUFACTURERS LIFE INSURANCE COMPANY, THE490,493$8.0M0.01%Share
5DIMENSIONAL FUND ADVISORS LP322,879$5.0M0.00%Share
6BlackRock, Inc.288,749$5.0M0.00%Share
7GENDELL JEFFREY L248,319$4.4M0.08%Share
8BANC FUNDS CO LLC246,286$4.4M0.87%Share
9UBS Group AG169,632$3.0M0.00%Share
10GEODE CAPITAL MANAGEMENT, LLC182,510$3.0M0.00%Share
11Fourthstone LLC168,029$3.0M0.56%Share
12Daytona Street Capital LLC151,644$2.7M2.10%Share
13BRIDGEWAY CAPITAL MANAGEMENT, LLC156,284$2.0M0.04%Share
14ARROWSTREET CAPITAL, LIMITED PARTNERSHIP120,872$2.0M0.00%Share
15BlackRock, Inc.123,197$2.0M0.00%Share
16ACADIAN ASSET MANAGEMENT LLC151,098$2.0M0.00%Share
17RFG - Bristol Wealth Advisors, LLC92,950$1.7M0.46%Share
18Pinnacle Holdings, LLC91,347$1.6M0.55%Share
19VANGUARD GROUP INC60,504$1.1M0.00%Share
20STATE STREET CORP102,103$1.0M0.00%Share
21Empowered Funds, LLC64,585$1.0M0.01%Share
22NORTHERN TRUST CORP65,248$1.0M0.00%Share
23O'SHAUGHNESSY ASSET MANAGEMENT, LLC59,034$1.0M0.01%Share
24FIRST MANHATTAN CO. LLC.57,624$1.0M0.00%Share
25ROYCE & ASSOCIATES LP48,702$867K0.01%Share
26RITHOLTZ WEALTH MANAGEMENT34,118$607K0.01%Share
27HSBC HOLDINGS PLC30,321$539K0.00%Share
28BEESE FULMER INVESTMENT MANAGEMENT, INC.18,788$334K0.02%Share
29STRS OHIO17,500$311K0.00%Share
30Black Maple Capital Management LP11,718$208K0.15%Share
31VANGUARD GROUP INC3,615$64K0.00%Share
32CWM, LLC1,419$25K0.00%Share
33Center for Financial Planning, Inc.1,000$17K0.00%Share
34State of Wyoming549$9K0.00%Share
35Farther Finance Advisors, LLC396$7K0.00%Share
36UBS Group AG173$3K0.00%Share
37Covestor Ltd31$1K0.00%Share
38IFP Advisors, Inc29$00.00%Share
39AMALGAMATED BANK298$00.00%Share
40JANE STREET GROUP, LLC15,506$00.00%Share
41Police & Firemen's Retirement System of New Jersey2,172$00.00%Share
42DIMENSIONAL FUND ADVISORS LP2,435$00.00%Share
43DIMENSIONAL FUND ADVISORS LP1,137$00.00%Share
44DIMENSIONAL FUND ADVISORS LP9,775$00.00%Share
45NEW YORK STATE COMMON RETIREMENT FUND4,400$00.00%Share
46Ameritas Investment Partners, Inc.980$00.00%Share
47MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.4,413$00.00%Share
48ROTHSCHILD INVESTMENT LLC5$00.00%Share
49GOLDMAN SACHS GROUP INC14,678$00.00%Share
50GOLDMAN SACHS GROUP INC22,452$00.00%Share

CZWI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202580$88.8M+18
Q3 202562$89.4B+9
Q2 202553$66.7B+3
Q1 202550$77.5B-1
Q4 202451$1.6T+15
Q3 202436$39.5T+5
Q2 202431$31.3T-2
Q1 202433$33.0T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold CZWI (Citizens Community Bancorp, Inc.). The largest holder is WELLINGTON MANAGEMENT GROUP LLP with $12.0M in shares. This quarter, 14 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own CZWI?

As of Q4 2025, 50 institutional investors report holding CZWI (Citizens Community Bancorp, Inc.) in their 13F filings.

Who is the largest institutional holder of CZWI?

The largest institutional holder of CZWI is WELLINGTON MANAGEMENT GROUP LLP with $12.0M in shares.

Is institutional ownership of CZWI increasing or decreasing?

This quarter, 14 institutions opened new positions in CZWI and 0 closed their positions.