CITIZENS FINL SVCS INC (CZFS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
85
Reporting holders
$109.5M
Reported value
31.4%
Of shares outstanding
0.0%
Held as options
+1
Holder change
Institutions report 1,511,172 shares against 4,809,855 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. | $25.7M | 354,551 | 0.00% | 8q | +7.0%+$1.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.5M | 200,789 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $8.7M | 119,810 | 0.00% | 14q | +6.5%+$532.4K |
| CITIZENS & NORTHERN CORP | $8.5M | 117,063 | 1.94% | 17q | HELD |
| STATE STREET CORP | $6.7M | 92,835 | 0.00% | 14q | -1.2%-$79.3K |
| Hudock, Inc. | $5.7M | 78,092 | 0.72% | 17q | +91.5%+$2.7M |
| AMERICAN CENTURY COMPANIES INC | $3.2M | 44,108 | 0.00% | 13q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.8M | 38,696 | 0.00% | 14q | +2.9%+$78.2K |
| Sixth Street Partners Management Company, L.P. | $2.8M | 38,696 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $2.7M | 37,370 | 0.00% | 14q | +0.8%+$20.5K |
| VANGUARD FIDUCIARY TRUST CO | $2.3M | 32,192 | 0.00% | 2q | +5.4%+$119.2K |
| DIMENSIONAL FUND ADVISORS LP | $2.3M | 31,639 | 0.00% | 10q | +10.7%+$220.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3M | 31,314 | 0.00% | 2q | +19.9%+$376.6K |
| SEGALL BRYANT & HAMILL, LLC | $1.5M | 20,701 | 0.02% | 6q | HELD |
| De Lisle Partners LLP | $1.5M | 20,519 | 0.16% | 10q | HELD |
| Quantinno Capital Management LP | $1.5M | 20,396 | 0.00% | 5q | +47.3%+$474.1K |
| Cyndeo Wealth Partners, LLC | $1.2M | 16,381 | 0.06% | 3q | +0.5%+$6.4K |
| Bank of New York Mellon Corp | $1.2M | 16,376 | 0.00% | 14q | +5.9%+$66.1K |
| GOLDMAN SACHS GROUP INC | $868.0K | 11,982 | 0.00% | 4q | -31.9%-$406.8K |
| LAWOOD & CO | $777.0K | 10,726 | 0.53% | 3q | HELD |
| STRS OHIO | $709.9K | 9,800 | 0.00% | 9q | +53.1%+$246.3K |
| Trexquant Investment LP | $698.5K | 9,643 | 0.00% | 4q | -2.5%-$17.9K |
| AQR CAPITAL MANAGEMENT LLC | $680.9K | 9,400 | 0.00% | 2q | +146.6%+$404.8K |
| MARSHALL WACE, LLP | $659.8K | 9,108 | 0.00% | 3q | -49.9%-$656.8K |
| WELLS FARGO & COMPANY/MN | $590.6K | 8,153 | 0.00% | 14q | -31.8%-$274.9K |
| GREAT LAKES ADVISORS, LLC | $564.8K | 7,797 | 0.00% | 9q | -2.9%-$17.0K |
| Nuveen, LLC | $558.0K | 7,703 | 0.00% | 6q | +7.0%+$36.5K |
| CITADEL ADVISORS LLC | $525.5K | 7,254 | 0.00% | 4q | +33.8%+$132.7K |
| BANK OF AMERICA CORP /DE/ | $494.6K | 6,828 | 0.00% | 17q | -14.8%-$86.1K |
| Squarepoint Ops LLC | $475.2K | 6,560 | 0.00% | 2q | -36.4%-$271.5K |
| Connor, Clark & Lunn Investment Management Ltd. | $463.3K | 6,396 | 0.00% | 4q | +3.2%+$14.5K |
| RAYMOND JAMES FINANCIAL INC | $450.7K | 6,221 | 0.00% | new | NEW |
| MORGAN STANLEY | $446.7K | 6,166 | 0.00% | 17q | -51.8%-$480.2K |
| BAILARD, INC. | $425.1K | 5,869 | 0.01% | 3q | +4.0%+$16.2K |
| RHUMBLINE ADVISERS | $416.9K | 5,749 | 0.00% | 13q | +3.9%+$15.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $376.1K | 5,192 | 0.01% | 8q | +4.8%+$17.4K |
| WEATHERLY ASSET MANAGEMENT L. P. | $356.7K | 4,924 | 0.03% | 17q | HELD |
| Invesco Ltd. | $351.0K | 4,846 | 0.00% | 10q | +1.3%+$4.6K |
| DEUTSCHE BANK AG\ | $326.7K | 4,510 | 0.00% | 13q | +63.8%+$127.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $263.8K | 3,642 | 0.00% | 17q | HELD |
| MILLENNIUM MANAGEMENT LLC | $261.4K | 3,609 | 0.00% | 4q | -53.4%-$300.1K |
| PNC Financial Services Group, Inc. | $259.3K | 3,579 | 0.00% | 17q | HELD |
| BARCLAYS PLC | $197.8K | 2,731 | 0.00% | 14q | -25.2%-$66.6K |
| UBS Group AG | $194.4K | 2,684 | 0.00% | 16q | -13.9%-$31.4K |
| MetLife Investment Management, LLC | $192.5K | 2,658 | 0.00% | 13q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $182.9K | 2,525 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $176.5K | 2,436 | 0.00% | 9q | +537.7%+$148.8K |
| CITIGROUP INC | $162.3K | 2,240 | 0.00% | 16q | +634.4%+$140.2K |
| Farther Finance Advisors, LLC | $156.1K | 2,155 | 0.00% | 5q | +10.9%+$15.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $154.4K | 2,131 | 0.00% | 9q | -3.1%-$4.9K |
| JPMORGAN CHASE & CO | $147.5K | 2,062 | 0.00% | 17q | +9.1%+$12.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $135.3K | 1,868 | 0.00% | 13q | HELD |
| Vanguard Global Advisers, LLC | $129.9K | 1,793 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $104.9K | 1,448 | 0.00% | 7q | HELD |
| ROYAL BANK OF CANADA | $98.0K | 1,348 | 0.00% | 15q | +32.7%+$24.1K |
| BNP PARIBAS FINANCIAL MARKETS | $67.6K | 933 | 0.00% | 7q | -29.8%-$28.8K |
| NISA INVESTMENT ADVISORS, LLC | $51.9K | 716 | 0.00% | 9q | HELD |
| Federation des caisses Desjardins du Quebec | $50.7K | 707 | 0.00% | 6q | HELD |
| Tower Research Capital LLC (TRC) | $38.4K | 530 | 0.00% | 13q | -60.5%-$58.7K |
| Stone House Investment Management, LLC | $35.9K | 496 | 0.00% | 6q | HELD |
| Legal & General Group Plc | $35.0K | 483 | 0.00% | 13q | +16.9%+$5.1K |
| Ameritas Investment Partners, Inc. | $26.4K | 364 | 0.00% | 13q | HELD |
| FMR LLC | $26.1K | 360 | 0.00% | 17q | -3.7%-$1.0K |
| FIFTH THIRD BANCORP | $17.4K | 240 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $12.2K | 168 | 0.00% | 5q | +14.3%+$1.5K |
| Arax Advisory Partners | $11.4K | 158 | 0.00% | 6q | +177.2%+$7.3K |
| GAMMA Investing LLC | $8.0K | 111 | 0.00% | 10q | HELD |
| Versant Capital Management, Inc | $7.0K | 97 | 0.00% | 3q | HELD |
| Sterling Capital Management LLC | $6.3K | 87 | 0.00% | 8q | -37.9%-$3.8K |
| OSAIC HOLDINGS, INC. | $5.1K | 70 | 0.00% | 5q | HELD |
| Quarry LP | $5.0K | 69 | 0.00% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.0K | 55 | 0.00% | 2q | HELD |
| Allworth Financial LP | $3.0K | 41 | 0.00% | 2q | +78.3%+$1.3K |
| Bare Financial Services, Inc | $2.8K | 38 | 0.00% | 6q | HELD |
| Fortitude Family Office, LLC | $2.3K | 32 | 0.00% | 9q | HELD |
| Integrated Wealth Concepts LLC | $2.2K | 30 | 0.00% | new | NEW |
| BROWN BROTHERS HARRIMAN & CO | $1.9K | 26 | 0.00% | 7q | HELD |
| Larson Financial Group LLC | $1.8K | 25 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $1.2K | 17 | 0.00% | new | NEW |
| Essential Partners LLC | $1.2K | 17 | 0.00% | 5q | HELD |
| Optiver Holding B.V. | $1.2K | 16 | 0.00% | 4q | -66.7%-$2.3K |
| Smartleaf Asset Management LLC | $818 | 11 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $740 | 10,210 | 0.00% | 4q | +105.0% |
| ROTHSCHILD INVESTMENT LLC | $435 | 6 | 0.00% | 3q | +50.0% |
| PRICE T ROWE ASSOCIATES INC /MD/ | $279 | 3,850 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $217 | 3 | 0.00% | 6q | -98.0%-$10.4K |
| True Wealth Design, LLC | $145 | 2 | 0.00% | 6q | +100.0% |
| Capital Advisors, Ltd. LLC | $6 | 83 | 0.00% | 9q | HELD |
| Covestor Ltd | $1 | 8 | 0.00% | 2q | -27.3% |
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. | 7.0% |
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 | 85 | $109.5M | 1,511,172 | 7 | 32 | 19 | 0.0% |
| Q1 2026 | 84 | $85.6M | 1,400,109 | 6 | 29 | 26 | 0.0% |
| Q4 2025 | 77 | $77.5M | 1,360,066 | 7 | 20 | 22 | 0.0% |
| Q3 2025 | 72 | $78.0M | 1,293,507 | 11 | 19 | 21 | 0.0% |
| Q2 2025 | 67 | $75.1M | 1,279,326 | 8 | 42 | 10 | 0.0% |
| Q1 2025 | 65 | $102.9M | 1,992,893 | 11 | 13 | 20 | 0.0% |
| Q4 2024 | 59 | $78.1M | 1,233,399 | 8 | 26 | 5 | 0.0% |
| Q3 2024 | 53 | $67.2M | 1,143,467 | 6 | 22 | 10 | 0.0% |
| Q2 2024 | 51 | $49.7M | 1,105,881 | 9 | 28 | 7 | 0.0% |
| Q1 2024 | 46 | $51.1M | 1,038,546 | 7 | 14 | 10 | 0.0% |
| Q4 2023 | 43 | $68.7M | 1,061,434 | 3 | 16 | 9 | 0.0% |
| Q3 2023 | 44 | $50.9M | 1,061,932 | 4 | 9 | 18 | 0.0% |
| Q2 2023 | 47 | $80.7M | 1,083,621 | 21 | 20 | 6 | 0.0% |
| Q1 2023 | 31 | $51.9M | 621,676 | 12 | 6 | 4 | 0.0% |
| Q4 2022 | 21 | $22.0M | 286,712 | 3 | 4 | 3 | 0.0% |
| Q3 2022 | 24 | $17.2M | 244,693 | 7 | 2 | 4 | 0.0% |
| Q2 2022 | 18 | $15.4M | 220,682 | 17 | 0 | 1 | 0.0% |
| Q1 2022 | 1 | $1.3M | 20,000 | 0 | 0 | 1 | 0.0% |
| Q4 2021 | 2 | $1.8M | 28,981 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $1.7M | 26,909 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 2 | $1.8M | 28,681 | 1 | 1 | 0 | 0.0% |
| Q1 2021 | 1 | $1.6M | 26,149 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $1.6M | 28,201 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 2 | $1.2M | 28,201 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 3 | $1.6M | 33,168 | 1 | 1 | 1 | 0.0% |
| Q1 2020 | 2 | $529.0K | 10,764 | 0 | 1 | 1 | 0.0% |
| Q4 2019 | 3 | $841.0K | 13,677 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 3 | $2.9M | 49,413 | 0 | 1 | 1 | 0.0% |
| Q2 2019 | 3 | $2.6M | 51,923 | 0 | 1 | 2 | 0.0% |
| Q1 2019 | 3 | $3.9M | 61,169 | 1 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $3.2M | 57,590 | 0 | 0 | 0 | 0.0% |