CITIZENS INC (CIA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
79
Reporting holders
$109.0M
Reported value
30.4%
Of shares outstanding
19.0%
Held as options
+7
Holder change
Institutions report 15,386,259 shares against 50,643,108 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $20.5M | 3,578,569 | 0.00% | 8q | +9.5%+$1.8M |
| RIPOSTE CAPITAL LLC | $18.7M | options only | 4.15% | 6q | OPTIONS |
| CONTINENTAL GENERAL INSURANCE CO | $15.2M | 2,647,918 | 3.17% | 5q | +3.8%+$552.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.4M | 1,985,149 | 0.00% | 2q | +1.5%+$172.3K |
| UBS Group AG | $6.8M | 1,188,654 | 0.00% | 31q | +83.9%+$3.1M |
| GEODE CAPITAL MANAGEMENT, LLC | $6.4M | 1,120,660 | 0.00% | 31q | +6.5%+$392.9K |
| STATE STREET CORP | $3.8M | 667,706 | 0.00% | 31q | HELD |
| First Eagle Investment Management, LLC | $3.4M | 584,050 | 0.01% | 12q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.9M | 512,708 | 0.05% | 31q | +3.7%+$105.0K |
| NORTHERN TRUST CORP | $2.2M | 377,518 | 0.00% | 31q | +9.6%+$189.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 307,505 | 0.00% | 2q | +18.2%+$271.5K |
| VANGUARD FIDUCIARY TRUST CO | $1.7M | 304,806 | 0.00% | 2q | +5.5%+$91.8K |
| DIMENSIONAL FUND ADVISORS LP | $1.5M | 266,366 | 0.00% | 31q | HELD |
| Empowered Funds, LLC | $1.5M | 256,777 | 0.01% | 2q | +7.7%+$105.0K |
| GROUP ONE TRADING LLC | $976.4K | options only | 0.00% | 2q | OPTIONS |
| RENAISSANCE TECHNOLOGIES LLC | $932.1K | 162,394 | 0.00% | 31q | -5.9%-$58.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $753.4K | 131,253 | 0.00% | 31q | +5.5%+$39.2K |
| Sixth Street Partners Management Company, L.P. | $753.4K | 131,253 | 0.00% | new | NEW |
| Bank of New York Mellon Corp | $717.2K | 124,950 | 0.00% | 5q | +10.4%+$67.8K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $511.4K | 89,099 | 0.00% | 7q | HELD |
| Merit Financial Group, LLC | $492.2K | 85,744 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $474.1K | options only | 0.00% | new | OPTIONS |
| GOLDMAN SACHS GROUP INC | $444.4K | 77,429 | 0.00% | 7q | -42.2%-$324.6K |
| Squarepoint Ops LLC | $381.5K | 66,456 | 0.00% | 2q | +25.0%+$76.3K |
| HighTower Advisors, LLC | $358.8K | 62,500 | 0.00% | 17q | -17.7%-$77.0K |
| Nuveen, LLC | $351.2K | 61,184 | 0.00% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $338.7K | options only | 0.00% | 12q | OPTIONS |
| BARCLAYS PLC | $263.1K | 45,841 | 0.00% | 31q | -67.5%-$546.3K |
| SIMPLEX TRADING, LLC | $225.6K | options only | 0.00% | new | OPTIONS |
| DEUTSCHE BANK AG\ | $224.0K | 39,029 | 0.00% | 4q | -17.2%-$46.6K |
| WELLS FARGO & COMPANY/MN | $221.0K | 38,502 | 0.00% | 5q | +12.7%+$24.8K |
| RHUMBLINE ADVISERS | $209.0K | 36,420 | 0.00% | 5q | +12.1%+$22.5K |
| BANK OF AMERICA CORP /DE/ | $200.3K | 34,892 | 0.00% | 9q | -17.7%-$43.1K |
| Invesco Ltd. | $153.7K | 26,783 | 0.00% | 5q | -14.8%-$26.7K |
| Russell Investments Group, Ltd. | $151.3K | 26,355 | 0.00% | 4q | +582.8%+$129.1K |
| MetLife Investment Management, LLC | $147.1K | 25,621 | 0.00% | 5q | +33.5%+$36.9K |
| Metis Global Partners, LLC | $138.3K | 24,093 | 0.00% | 3q | HELD |
| Marietta Wealth Management, LLC | $136.6K | 23,794 | 0.01% | 9q | HELD |
| CITIGROUP INC | $121.6K | 21,191 | 0.00% | 8q | +273.9%+$89.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $121.5K | 21,172 | 0.00% | 5q | -1.6%-$2.0K |
| JPMORGAN CHASE & CO | $118.2K | 19,121 | 0.00% | 12q | +4.0%+$4.6K |
| MORGAN STANLEY | $108.9K | 18,970 | 0.00% | 35q | -21.1%-$29.1K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $103.1K | 17,958 | 0.01% | new | NEW |
| FRANKLIN RESOURCES INC | $100.3K | 17,480 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $98.0K | 17,076 | 0.00% | 5q | +81.1%+$43.9K |
| LPL Financial LLC | $94.1K | 16,388 | 0.00% | 13q | +2.3%+$2.1K |
| Vanguard Global Advisers, LLC | $89.6K | 15,618 | 0.00% | 2q | HELD |
| AMERICAN CENTURY COMPANIES INC | $78.8K | 13,730 | 0.00% | 4q | HELD |
| ALLIANCEBERNSTEIN L.P. | $64.4K | 12,800 | 0.00% | 4q | +18.5%+$10.1K |
| INTECH INVESTMENT MANAGEMENT LLC | $63.5K | 11,063 | 0.00% | 5q | -5.9%-$4.0K |
| VOYA INVESTMENT MANAGEMENT LLC | $63.5K | 11,059 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $60.4K | 10,521 | 0.00% | 11q | -13.9%-$9.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $59.9K | 10,438 | 0.00% | 5q | -8.9%-$5.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $56.8K | 9,900 | 0.00% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $37.4K | 6,512 | 0.00% | 31q | -33.1%-$18.5K |
| Tower Research Capital LLC (TRC) | $36.4K | 6,344 | 0.00% | 7q | -25.0%-$12.1K |
| Ameritas Investment Partners, Inc. | $26.5K | 4,617 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $23.5K | 4,094 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $16.0K | 2,756 | 0.00% | 5q | +248.4%+$11.4K |
| Activest Wealth Management | $11.1K | 1,932 | 0.00% | 5q | HELD |
| Sterling Capital Management LLC | $5.3K | 927 | 0.00% | 5q | -38.1%-$3.3K |
| FMR LLC | $3.2K | 560 | 0.00% | 4q | +103.6%+$1.6K |
| Farther Finance Advisors, LLC | $2.4K | 418 | 0.00% | 6q | +34.0% |
| Rockefeller Capital Management L.P. | $2.2K | 375 | 0.00% | 3q | -52.7%-$2.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.1K | 361 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.7K | 294 | 0.00% | 5q | HELD |
| UMB Bank, n.a. | $895 | 156 | 0.00% | new | NEW |
| Financial Management Professionals, Inc. | $821 | 143 | 0.00% | 8q | HELD |
| Arax Advisory Partners | $665 | 116 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $597 | 104 | 0.00% | 3q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $520 | 90,568 | 0.00% | 31q | +25.9% |
| GSA CAPITAL PARTNERS LLP | $186 | 32,479 | 0.01% | 5q | +126.3% |
| Essential Partners LLC | $98 | 17 | 0.00% | 4q | +142.9% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $87 | 15,165 | 0.00% | 31q | HELD |
| EverSource Wealth Advisors, LLC | $81 | 14 | 0.00% | 4q | +366.7% |
| IFP Advisors, Inc | $75 | 13 | 0.00% | 4q | +550.0% |
| Integrated Wealth Concepts LLC | $51 | 9 | 0.00% | new | NEW |
| Allworth Financial LP | $46 | 8 | 0.00% | 2q | +700.0% |
| Clearstead Advisors, LLC | $35 | 6 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $29 | 5 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $6 | 1 | 0.00% | 2q | HELD |
| Covestor Ltd | $0 | 14 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-27 | 13G/A | BlackRock, Inc. | 7.1% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 79 | $109.0M | 15,386,259 | 14 | 29 | 17 | 19.0% |
| Q1 2026 | 72 | $85.5M | 14,090,581 | 10 | 17 | 22 | 17.1% |
| Q4 2025 | 62 | $74.6M | 13,567,216 | 6 | 19 | 17 | 12.2% |
| Q3 2025 | 63 | $86.6M | 13,037,588 | 11 | 18 | 17 | 20.9% |
| Q2 2025 | 61 | $54.5M | 12,063,950 | 26 | 17 | 10 | 22.7% |
| Q1 2025 | 52 | $56.3M | 9,978,622 | 7 | 23 | 10 | 19.4% |
| Q4 2024 | 52 | $36.1M | 8,494,711 | 14 | 23 | 5 | 5.7% |
| Q3 2024 | 41 | $24.8M | 6,549,635 | 12 | 13 | 6 | 3.7% |
| Q2 2024 | 33 | $16.5M | 6,039,891 | 5 | 7 | 12 | 0.4% |
| Q1 2024 | 34 | $14.6M | 6,779,686 | 5 | 12 | 12 | 0.5% |
| Q4 2023 | 39 | $17.6M | 6,538,089 | 10 | 14 | 7 | 0.0% |
| Q3 2023 | 33 | $16.8M | 5,876,260 | 8 | 8 | 9 | 0.1% |
| Q2 2023 | 29 | $14.5M | 6,005,342 | 6 | 3 | 11 | 0.2% |
| Q1 2023 | 30 | $22.0M | 5,938,713 | 5 | 10 | 8 | 0.0% |
| Q4 2022 | 27 | $10.1M | 4,718,823 | 4 | 8 | 9 | 0.0% |
| Q3 2022 | 39 | $28.1M | 8,373,093 | 2 | 9 | 18 | 0.5% |
| Q2 2022 | 55 | $37.9M | 8,961,623 | 22 | 12 | 16 | 0.8% |
| Q1 2022 | 54 | $48.9M | 11,528,553 | 6 | 19 | 18 | 0.0% |
| Q4 2021 | 54 | $62.4M | 11,723,517 | 5 | 19 | 18 | 0.0% |
| Q3 2021 | 52 | $70.0M | 11,277,452 | 7 | 15 | 20 | 0.0% |
| Q2 2021 | 53 | $61.7M | 11,665,908 | 5 | 15 | 28 | 0.0% |
| Q1 2021 | 65 | $72.7M | 12,557,838 | 13 | 17 | 23 | 0.0% |
| Q4 2020 | 56 | $73.7M | 12,865,307 | 4 | 18 | 16 | 0.0% |
| Q3 2020 | 54 | $69.2M | 12,488,218 | 2 | 11 | 24 | 0.0% |
| Q2 2020 | 53 | $73.6M | 12,290,657 | 5 | 21 | 15 | 0.0% |
| Q1 2020 | 54 | $81.2M | 12,420,801 | 4 | 21 | 16 | 0.2% |
| Q4 2019 | 53 | $88.1M | 12,974,341 | 4 | 24 | 12 | 0.6% |
| Q3 2019 | 55 | $82.2M | 11,795,051 | 5 | 23 | 14 | 1.4% |
| Q2 2019 | 54 | $84.8M | 11,495,195 | 8 | 16 | 12 | 1.0% |
| Q1 2019 | 54 | $75.0M | 11,237,764 | 5 | 14 | 14 | 0.0% |
| Q4 2018 | 57 | $88.9M | 11,774,816 | 1 | 0 | 2 | 0.4% |