Citizens Financial Services Inc (CZFS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

4,787,081Shares Outstanding

50,661Shares held by institutions

$3,249,903Value of institutional holdings

28.38%Institutional ownership %

5.99%Shares Changed QoQ

78No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 78 institutions have reported a stake in Citizens Financial Services Inc (NASDAQ:CZFS) as of December 2025, according to recent 13F filings with the SEC.

The collective stake of institutional investors in Citizens Financial Services moved to 28.4% in December 2025, a shift up from the 27.1% reported for September 2025.
Quarterly data indicates a 5.99% shift in institutional share volume, and the annual owner count reflects an increase of 16.42%.
A review of institutional activity for Citizens Financial Services shows 29 of 78 filers increasing their positions, while 29 reduced their stake, and 20 remained unchanged.
The total number of shares held by institutions in Citizens Financial Services increased to 1.36Mn as of December 2025, a net change of up by 76.80K shares quarter on quarter, and up 119.72K shares year over year.
BlackRock, Inc.'s holding of 335.91K shares as of December 31, 2025 makes it the primary institutional investor in Citizens Financial Services, owning 7.02% of the stock.
Among the most significant buyers of Citizens Financial Services during December 2025 were Cyndeo Wealth Partners, LLC (16.18K), BlackRock, Inc. (15.40K), LAWOOD & CO (10.73K), MARSHALL WACE, LLP (7.40K), BAILARD, INC. (7.25K).
Leading sellers of Citizens Financial Services stock in December 2025 included SEGALL BRYANT & HAMILL, LLC (11.14K), JANE STREET GROUP, LLC (4.71K), NORTHERN TRUST CORP (2.49K), O'SHAUGHNESSY ASSET MANAGEMENT, LLC (1.75K), JPMORGAN CHASE & CO (1.58K).
The top 10 institutional holders of Citizens Financial Services for the quarter ending December 2025 included BlackRock, Inc. (335.91K), VANGUARD GROUP INC (253.40K), CITIZENS & NORTHERN CORP (117.06K), GEODE CAPITAL MANAGEMENT, LLC (110.87K), STATE STREET CORP (99.64K), Hudock, Inc. (39.92K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (39.01K), NORTHERN TRUST CORP (35.04K), AMERICAN CENTURY COMPANIES INC (27.89K), DIMENSIONAL FUND ADVISORS LP (24.48K).

78 Institutional Holders

50,661 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	335,906	15,397	4.80%	$19,153,360.00
VANGUARD GROUP INC	31 Dec, 2025	253,399	6,664	2.70%	$14,448,811.00
CITIZENS & NORTHERN CORP	31 Dec, 2025	117,063	-18	-0.02%	$6,674,932.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	110,866	1,390	1.27%	$6,323,002.00
STATE STREET CORP	31 Dec, 2025	99,640	-106	-0.11%	$5,681,473.00
Hudock, Inc.	31 Dec, 2025	39,924	-349	-0.87%	$2,276,520.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	39,013	-19	-0.05%	$2,224,521.00
NORTHERN TRUST CORP	31 Dec, 2025	35,038	-2,493	-6.64%	$1,997,867.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	27,890	-18	-0.06%	$1,590,288.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	24,475	56	0.23%	$1,395,319.00
Bank of New York Mellon Corp	31 Dec, 2025	19,649	5,600	39.86%	$1,120,368.00
De Lisle Partners LLP	31 Dec, 2025	18,019	0	0.00%	$1,024,470.00
Cyndeo Wealth Partners, LLC	31 Dec, 2025	16,185	16,185	0.00%	$922,869.00
SEGALL BRYANT & HAMILL, LLC	31 Dec, 2025	16,148	-11,140	-40.82%	$920,759.00
MILLENNIUM MANAGEMENT LLC	31 Dec, 2025	13,206	7,158	118.35%	$753,006.00
LAWOOD & CO	31 Dec, 2025	10,726	10,726	0.00%	$611,597.00
Trexquant Investment LP	31 Dec, 2025	10,614	4,432	71.69%	$605,210.00
Quantinno Capital Management LP	31 Dec, 2025	10,225	5,259	105.90%	$583,033.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	9,338	1,661	21.64%	$532,452.00
CITADEL ADVISORS LLC	31 Dec, 2025	9,280	4,284	85.75%	$529,146.00

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