Citizens Financial Services Inc (CZFS) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

4,798,051Shares Outstanding

1,372,056Shares held by institutions

$87,386,247Value of institutional holdings

28.60%Institutional ownership %

4.83%Shares Changed QoQ

81No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Citizens Financial Services Inc (NASDAQ:CZFS) has 81 institutional investors that have filed 13F reports for the period ending December 2025.

These investors collectively held 28.4% of Citizens Financial Services's outstanding shares in December 2025, up from 27.2% in September 2025.
They increased total shares held in CZFS by 5.24% quarter over quarter, and investors in Citizens Financial Services increased 20.9% from a year ago.
Activity in CZFS broke down as 29 buyers, 31 sellers, and 21 unchanged among 81 total holders.
Altogether, these fund groups held 1.36Mn shares in CZFS by December 2025, up by 67.87K shares quarter on quarter, and down 16.01K shares year over year.
Cyndeo Wealth Partners, LLC leads ownership in CZFS with 16.29K shares as of December 31, 2025, equal to 0.34% of outstanding shares.
Top purchasers of CZFS stock for the quarter ending December 2025 included Farther Finance Advisors, LLC (398), IFP Advisors, Inc (145), Cyndeo Wealth Partners, LLC (108), Versant Capital Management, Inc (41), Root Financial Partners, LLC (2).
Leading sellers of Citizens Financial Services shares for the quarter ending December 2025 were Sterling Capital Management LLC (103), GAMMA Investing LLC (37).
Citizens Financial Services's 10 largest shareholders as of December 2025 include Cyndeo Wealth Partners, LLC (16.29K), LAWOOD & CO (10.73K), STRS OHIO (6.4K), WEATHERLY ASSET MANAGEMENT L. P. (4.92K), Farther Finance Advisors, LLC (1.94K), Stone House Investment Management, LLC (496), IFP Advisors, Inc (147), Sterling Capital Management LLC (140), GAMMA Investing LLC (111), Versant Capital Management, Inc (97) per Business Quant data.

81 Institutional Holders

1,372,056 Total Shares Held

Rows:

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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
Goldman Sachs Group Inc	31 Dec, 2025	16,870	13,395	385.47%	$961,928.00
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

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