Citizens Community Bancorp CZWI Institutional Ownership

NASDAQ CZWI

$21.38 -0.49 (-2.24%)

At close: Sep 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

94 Institutions

Increased 56 59.6%

Unchanged 14 14.9%

Reduced 24 25.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

59.35%

▼-1.41 pp QoQ

Shares Held by Institutions

5.72Mn

of 9.64Mn outstanding

▲+8.95% QoQ

Shares Outstanding

9.64Mn

3.92Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+8 vs prior quarter

Net Shares Added (QoQ)

+470.07K

accumulated since last quarter

Value of Holdings

$125.14Mn

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 Community Bancorp Inc. (NASDAQ:CZWI) has 94 institutional investors that have filed 13F reports for the period ending June 2026.

These investors collectively held 59.3% of Citizens Community Bancorp's outstanding shares in June 2026, down from 60.8% in March 2026.
Their total shares held in CZWI increased 8.95% quarter over quarter, and separately, investors owning Citizens Community Bancorp increased 51.61% from a year ago.
Of these 94 holders, 56 added to their stakes in Citizens Community Bancorp, 24 trimmed positions, and 14 made no changes.
Altogether, these fund groups held 5.72Mn shares in CZWI by June 2026, up by 470.07K shares quarter on quarter, and down 218.44K shares year over year.
BlackRock, Inc. leads ownership in CZWI with 632.63K shares as of June 30, 2026, equal to 6.56% of outstanding shares.
The most significant purchases of CZWI for the quarter ending June 2026 came from BlackRock, Inc. (124.73K), MACKENZIE FINANCIAL CORP (112.06K), TWO SIGMA INVESTMENTS, LP (84.64K), RENAISSANCE TECHNOLOGIES LLC (53.8K), Boston Partners (47.02K).
The largest sales of CZWI for the quarter ending June 2026 came from UBS Group AG (116.52K), VANGUARD CAPITAL MANAGEMENT LLC (47.84K), Daytona Street Capital LLC (41.33K), ALLIANCEBERNSTEIN L.P. (36.82K), Rhino Investment Partners, Inc (18.28K).
Per Business Quant data, the top 10 holders of Citizens Community Bancorp for the quarter ending June 2026 are BlackRock, Inc. (632.63K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (480.84K), VANGUARD CAPITAL MANAGEMENT LLC (413.38K), DIMENSIONAL FUND ADVISORS LP (376.26K), Boston Partners (281.63K), ACADIAN ASSET MANAGEMENT LLC (281.29K), GENDELL JEFFREY L (248.32K), GEODE CAPITAL MANAGEMENT, LLC (230.74K), BANC FUNDS CO LLC (195.06K), TWO SIGMA INVESTMENTS, LP (159.05K).

Form 13F Holdings

94 Institutional Holders

Report period 30 Jun, 2026

Total shares held 5.72Mn

Of outstanding 59.35%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	632,627	6.56%	▲124,727	+24.56%	$14.80Mn
2	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	480,842	4.99%	▼3,346	-0.69%	$11.25Mn
3	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	413,376	4.29%	▼47,845	-10.37%	$9.67Mn
4	DIMENSIONAL FUND ADVISORS LP	0000354204	376,262	3.90%	▲29,521	+8.51%	$8.80Mn
5	Boston Partners	0001386060	281,634	2.92%	▲47,022	+20.04%	$6.59Mn
6	ACADIAN ASSET MANAGEMENT LLC	0000916542	281,294	2.92%	▲26,580	+10.44%	$6.57K
7	GENDELL JEFFREY L	0001056581	248,319	2.58%	0	0.00%	$5.81Mn
8	GEODE CAPITAL MANAGEMENT, LLC	0001214717	230,737	2.39%	▲26,474	+12.96%	$5.40Mn
9	BANC FUNDS CO LLC	0001029311	195,055	2.02%	▼11,000	-5.34%	$4.56Mn
10	TWO SIGMA INVESTMENTS, LP	0001179392	159,050	1.65%	▲84,639	+113.75%	$3.72Mn
11	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	158,017	1.64%	▼2,295	-1.43%	$3.70Mn
12	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	147,560	1.53%	0	0.00%	$3.45Mn
13	Rhino Investment Partners, Inc	0001828776	144,034	1.49%	▼18,278	-11.26%	$3.37Mn
14	State Street Corp	0000093751	134,310	1.39%	▲9,819	+7.89%	$3.14Mn
15	MACKENZIE FINANCIAL CORP	0000919859	112,055	1.16%	▲112,055	0.00%	$2.62Mn
16	ALLIANCEBERNSTEIN L.P.	0001109448	110,737	1.15%	▼36,821	-24.95%	$2.19Mn
17	Daytona Street Capital LLC	0002101936	109,911	1.14%	▼41,333	-27.33%	$2.51Mn
18	RENAISSANCE TECHNOLOGIES LLC	0001037389	107,200	1.11%	▲53,800	+100.75%	$2.51Mn
19	RFG - Bristol Wealth Advisors, LLC	0002055104	104,290	1.08%	▲608	+0.59%	$2.44Mn
20	Pinnacle Holdings, LLC	0001411784	91,262	0.95%	▼85	-0.09%	$2.13Mn

Showing 1 to 20 of 94 holders