Citizens Community Bancorp Inc. (CZWI) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

9,962,016Shares Outstanding

925,266Shares held by institutions

$17,163,684Value of institutional holdings

59.70%Institutional ownership %

1.63%Shares Changed QoQ

78No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 78 institutional investors hold a position in Citizens Community Bancorp Inc. (NASDAQ:CZWI).

These investors collectively held 59.7% of the company's total shares outstanding in December 2025, up from 59.3% in September 2025.
Institutional share ownership changed by 1.63% QoQ, while the number of institutional owners saw an increase of 56.00% YoY.
During the quarter, 39 institutions bought more Citizens Community Bancorp shares, 22 sold shares, and 17 of the 78 total investors held their position steady.
The aggregate institutional position in Citizens Community Bancorp now stands at 5.95Mn shares as of December 2025, after investors increased their holdings (up by 95.44K shares quarter on quarter which is up 425.23K shares year over year).
WELLINGTON MANAGEMENT GROUP LLP's holding of 691.41K shares as of December 31, 2025 makes it the primary institutional investor in Citizens Community Bancorp, owning 6.94% of the stock.
Among the most significant buyers of Citizens Community Bancorp during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (381.81K), Daytona Street Capital LLC (151.64K), UBS Group AG (93.95K), TWO SIGMA INVESTMENTS, LP (31.23K), BlackRock, Inc. (30.69K).
Leading sellers of Citizens Community Bancorp stock in December 2025 included Fourthstone LLC (357.01K), ALLIANCEBERNSTEIN L.P. (348.08K), ROYCE & ASSOCIATES LP (40.25K), GEODE CAPITAL MANAGEMENT, LLC (9.62K), Black Maple Capital Management LP (8.66K).
The top 10 institutional holders of Citizens Community Bancorp for the quarter ending December 2025 included WELLINGTON MANAGEMENT GROUP LLP (691.41K), VANGUARD GROUP INC (564.25K), ALLIANCEBERNSTEIN L.P. (543.08K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (490.49K), BlackRock, Inc. (468.80K), DIMENSIONAL FUND ADVISORS LP (336.23K), GENDELL JEFFREY L (248.32K), BANC FUNDS CO LLC (246.29K), GEODE CAPITAL MANAGEMENT, LLC (212.25K), UBS Group AG (169.81K).

78 Institutional Holders

925,266 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	691,414	381,805	123.32%	$12,320,997.00
VANGUARD GROUP INC	31 Dec, 2025	564,248	5,154	0.92%	$10,054,899.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	543,075	-348,077	-39.06%	$9,677,597.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	490,493	-2,355	-0.48%	$8,740,585.00
BlackRock, Inc.	31 Dec, 2025	468,801	30,686	7.00%	$8,354,034.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	336,226	7,058	2.14%	$5,991,514.00
GENDELL JEFFREY L	31 Dec, 2025	248,319	0	0.00%	$4,425,045.00
BANC FUNDS CO LLC	31 Dec, 2025	246,286	0	0.00%	$4,388,817.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	212,252	-9,622	-4.34%	$3,782,755.00
UBS Group AG	31 Dec, 2025	169,805	93,952	123.86%	$3,025,925.00
Fourthstone LLC	31 Dec, 2025	168,029	-357,010	-68.00%	$2,994,277.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	156,284	0	0.00%	$2,784,981.00
Daytona Street Capital LLC	31 Dec, 2025	151,644	151,644	0.00%	$2,702,296.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	151,098	29,466	24.23%	$2,682.00
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	31 Dec, 2025	120,872	22,227	22.53%	$2,153,939.00
STATE STREET CORP	31 Dec, 2025	102,103	422	0.42%	$1,819,475.00
RFG - Bristol Wealth Advisors, LLC	31 Dec, 2025	92,950	4,000	4.50%	$1,656,378.00
Pinnacle Holdings, LLC	31 Dec, 2025	91,347	0	0.00%	$1,627,804.00
NORTHERN TRUST CORP	31 Dec, 2025	78,927	-6,387	-7.49%	$1,406,479.00
Empowered Funds, LLC	31 Dec, 2025	64,585	0	0.00%	$1,150,905.00

1 - 20 of 78

Research Tools