Citizens Financial Services CZFS Institutional Ownership

NASDAQ CZFS

$82.55 +0.29 (+0.35%)

At close: Sep 9, 2026 · 4:00 PM EDT

Institutions by Trading Activity

90 Institutions

Increased 44 48.9%

Unchanged 24 26.7%

Reduced 22 24.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

31.65%

▲+2.88 pp QoQ

Shares Held by Institutions

1.52Mn

of 4.80Mn outstanding

▲+10.21% QoQ

Shares Outstanding

4.80Mn

3.28Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+4 vs prior quarter

Net Shares Added (QoQ)

+140.61K

accumulated since last quarter

Value of Holdings

$125.91Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Citizens Financial Services Inc (NASDAQ:CZFS) is held by 90 institutional investors per 13F filings through June 2026.

Their combined ownership stood at 31.6% of outstanding shares in June 2026, up from 28.8% in March 2026.
They increased total shares held in Citizens Financial Services by 10.21% from last quarter, and the number of investors in CZFS increased 26.76% annually.
Of these 90 funds, 44 grew their exposure to Citizens Financial Services, 22 cut back, and 24 maintained positions.
The aggregate institutional position in Citizens Financial Services amounted to 1.52Mn shares as of June 2026, up by 140.61K shares quarter on quarter, and up 229.37K shares year over year.
BlackRock, Inc. holds the largest position in CZFS at 354.55K shares as of June 30, 2026, or 7.39% of shares outstanding.
The largest buyers of Citizens Financial Services for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (38.7K), Hudock, Inc. (37.3K), BlackRock, Inc. (23.26K), SEGALL BRYANT & HAMILL, LLC (20.7K), GEODE CAPITAL MANAGEMENT, LLC (7.35K).
The largest sales of CZFS for the quarter ending June 2026 came from MARSHALL WACE, LLP (9.07K), Morgan Stanley (6.63K), Goldman Sachs Group Inc (5.62K), MILLENNIUM MANAGEMENT LLC (4.14K), Squarepoint Ops LLC (3.75K).
According to Business Quant data, leading holders of CZFS for June 2026 are BlackRock, Inc. (354.55K), VANGUARD CAPITAL MANAGEMENT LLC (200.79K), GEODE CAPITAL MANAGEMENT, LLC (119.81K), Citizens & Northern Corp (117.06K), State Street Corp (92.84K), Hudock, Inc. (78.09K), AMERICAN CENTURY COMPANIES INC (44.11K), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (38.7K), Sixth Street Partners Management Company, L.P. (38.7K), Northern Trust Corp (37.37K).

Form 13F Holdings

90 Institutional Holders

Report period 30 Jun, 2026

Total shares held 1.52Mn

Of outstanding 31.65%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	354,551	7.39%	▲23,257	+7.02%	$25.68Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	200,789	4.18%	▼912	-0.45%	$14.55Mn
3	GEODE CAPITAL MANAGEMENT, LLC	0001214717	119,810	2.50%	▲7,348	+6.53%	$8.68Mn
4	Citizens & Northern Corp	0000810958	117,063	2.44%	0	0.00%	$8.48Mn
5	State Street Corp	0000093751	92,835	1.93%	▼1,095	-1.17%	$6.72Mn
6	Hudock, Inc.	0001543536	78,092	1.63%	▲37,305	+91.46%	$5.66Mn
7	AMERICAN CENTURY COMPANIES INC	0000748054	44,108	0.92%	▼78	-0.18%	$3.20Mn
8	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	38,696	0.81%	▲1,080	+2.87%	$2.80Mn
8	Sixth Street Partners Management Company, L.P.	0001812095	38,696	0.81%	▲38,696	0.00%	$2.80Mn
9	Northern Trust Corp	0000073124	37,370	0.78%	▲283	+0.76%	$2.71Mn
10	VANGUARD FIDUCIARY TRUST CO	0000933478	32,192	0.67%	▲1,646	+5.39%	$2.33Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	31,639	0.66%	▲3,049	+10.66%	$2.29Mn
12	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	31,314	0.65%	▲5,199	+19.91%	$2.27Mn
13	SEGALL BRYANT & HAMILL, LLC	0001006378	20,701	0.43%	▲20,701	0.00%	$1.50Mn
14	De Lisle Partners LLP	0002011184	20,519	0.43%	0	0.00%	$1.48Mn
15	Quantinno Capital Management LP	0001759654	20,396	0.43%	▲6,545	+47.25%	$1.48Mn
16	Cyndeo Wealth Partners, LLC	0001950947	16,381	0.34%	▲88	+0.54%	$1.19Mn
17	Bank of New York Mellon Corp	0001390777	16,376	0.34%	▲913	+5.90%	$1.19Mn
18	Goldman Sachs Group Inc	0000886982	11,982	0.25%	▼5,616	-31.91%	$867.98K
19	LAWOOD & CO	0002109484	10,726	0.22%	0	0.00%	$776.99K

Showing 1 to 20 of 90 holders