CITIZENS CMNTY BANCORP INC M (CZWI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
94
Reporting holders
$128.0M
Reported value
56.9%
Of shares outstanding
0.0%
Held as options
+11
Holder change
Institutions report 5,492,860 shares against 9,650,231 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. | $14.8M | 632,627 | 0.00% | 8q | +24.6%+$2.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.2M | 480,842 | 0.01% | 31q | -0.7%-$78.3K |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.7M | 413,376 | 0.00% | 2q | -10.4%-$1.1M |
| DIMENSIONAL FUND ADVISORS LP | $8.8M | 376,262 | 0.00% | 31q | +8.5%+$690.5K |
| Boston Partners | $6.6M | 281,634 | 0.01% | 2q | +20.0%+$1.1M |
| GENDELL JEFFREY L | $5.8M | 248,319 | 0.05% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $5.4M | 230,737 | 0.00% | 31q | +13.0%+$619.4K |
| BANC FUNDS CO LLC | $4.6M | 195,055 | 0.75% | 31q | -5.3%-$257.3K |
| TWO SIGMA INVESTMENTS, LP | $3.7M | 159,050 | 0.00% | 4q | +113.7%+$2.0M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.7M | 158,017 | 0.06% | 31q | -1.4%-$53.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.5M | 147,560 | 0.00% | 10q | HELD |
| Rhino Investment Partners, Inc | $3.4M | 144,034 | 1.02% | 2q | -11.3%-$427.5K |
| STATE STREET CORP | $3.1M | 134,310 | 0.00% | 31q | +7.9%+$229.7K |
| MACKENZIE FINANCIAL CORP | $2.6M | 112,055 | 0.00% | new | NEW |
| Daytona Street Capital LLC | $2.5M | 109,911 | 1.83% | 3q | -27.3%-$944.3K |
| RENAISSANCE TECHNOLOGIES LLC | $2.5M | 107,200 | 0.00% | 11q | +100.7%+$1.3M |
| RFG - Bristol Wealth Advisors, LLC | $2.4M | 104,290 | 0.59% | 7q | +0.6%+$14.2K |
| RITHOLTZ WEALTH MANAGEMENT | $2.4M | 104,214 | 0.02% | 7q | +120.8%+$1.3M |
| ALLIANCEBERNSTEIN L.P. | $2.2M | 110,737 | 0.00% | 31q | -25.0%-$729.1K |
| Pinnacle Holdings, LLC | $2.1M | 91,262 | 0.66% | 31q | HELD |
| NORTHERN TRUST CORP | $1.7M | 74,164 | 0.00% | 30q | -11.8%-$231.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 71,842 | 0.01% | 10q | +29.2%+$380.0K |
| Empowered Funds, LLC | $1.7M | 71,318 | 0.01% | 2q | +3.9%+$63.3K |
| VANGUARD FIDUCIARY TRUST CO | $1.5M | 64,184 | 0.00% | 2q | +6.3%+$89.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5M | 62,236 | 0.00% | 2q | +15.6%+$196.9K |
| HSBC HOLDINGS PLC | $1.2M | 53,522 | 0.00% | 4q | -9.7%-$133.4K |
| FIRST MANHATTAN CO. LLC. | $1.2M | 52,624 | 0.00% | 31q | -8.7%-$116.9K |
| CITADEL ADVISORS LLC | $1.1M | 44,925 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $977.7K | 41,800 | 0.00% | 2q | +22.9%+$182.4K |
| GOLDMAN SACHS GROUP INC | $853.8K | 36,501 | 0.00% | 4q | -28.0%-$332.6K |
| MORGAN STANLEY | $816.5K | 34,909 | 0.00% | 8q | -4.3%-$36.3K |
| AQR CAPITAL MANAGEMENT LLC | $766.8K | 32,783 | 0.00% | 4q | +43.7%+$233.1K |
| Bank of New York Mellon Corp | $754.5K | 32,258 | 0.00% | 5q | +4.3%+$31.3K |
| AMERIPRISE FINANCIAL INC | $736.9K | 31,505 | 0.00% | 4q | -48.2%-$685.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $717.9K | 30,693 | 0.00% | 5q | +10.3%+$66.9K |
| Sixth Street Partners Management Company, L.P. | $717.9K | 30,693 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $698.9K | 29,880 | 0.00% | 22q | +3.5%+$23.4K |
| BARCLAYS PLC | $628.1K | 26,854 | 0.00% | 8q | -7.0%-$47.6K |
| Nuveen, LLC | $517.4K | 22,119 | 0.00% | new | NEW |
| STRS OHIO | $500.5K | 21,400 | 0.00% | 5q | +22.3%+$91.2K |
| SEI INVESTMENTS CO | $464.9K | 19,877 | 0.00% | 2q | +95.3%+$226.9K |
| Trexquant Investment LP | $460.6K | 19,691 | 0.00% | 2q | +37.8%+$126.3K |
| OSAIC HOLDINGS, INC. | $455.9K | 19,491 | 0.00% | 26q | +8.3%+$35.1K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $444.9K | 19,020 | 0.02% | new | NEW |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $440.0K | 18,810 | 0.03% | 28q | HELD |
| PRUDENTIAL FINANCIAL INC | $405.5K | 17,335 | 0.00% | 3q | +8.1%+$30.4K |
| UBS Group AG | $401.3K | 17,157 | 0.00% | 10q | -87.2%-$2.7M |
| MILLENNIUM MANAGEMENT LLC | $367.9K | 15,727 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $325.0K | 13,895 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $298.1K | 12,745 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $286.1K | 12,232 | 0.00% | 10q | -10.7%-$34.4K |
| &PARTNERS | $262.0K | 11,200 | 0.00% | 5q | HELD |
| Cetera Investment Advisers | $231.9K | 9,916 | 0.00% | new | NEW |
| Centiva Capital, LP | $230.5K | 9,853 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $186.7K | 7,981 | 0.00% | 4q | +3.4%+$6.1K |
| WELLS FARGO & COMPANY/MN | $180.5K | 7,718 | 0.00% | 29q | +10.1%+$16.5K |
| RHUMBLINE ADVISERS | $176.2K | 7,533 | 0.00% | 5q | +7.2%+$11.9K |
| Russell Investments Group, Ltd. | $143.6K | 6,140 | 0.00% | 7q | +451.2%+$117.6K |
| MetLife Investment Management, LLC | $131.1K | 5,605 | 0.00% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $102.9K | 4,400 | 0.00% | 5q | HELD |
| CITIGROUP INC | $99.3K | 4,244 | 0.00% | 8q | +884.7%+$89.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $99.3K | 4,244 | 0.00% | 5q | -6.0%-$6.3K |
| JPMORGAN CHASE & CO | $91.8K | 3,918 | 0.00% | 5q | +2.3%+$2.0K |
| Vanguard Global Advisers, LLC | $84.6K | 3,615 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $50.8K | 2,172 | 0.00% | 5q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $34.8K | 1,488 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $34.1K | 1,458 | 0.00% | 6q | -35.7%-$18.9K |
| Tower Research Capital LLC (TRC) | $32.1K | 1,371 | 0.00% | 4q | +20.3%+$5.4K |
| ROYAL BANK OF CANADA | $25.0K | 1,079 | 0.00% | 17q | +2597.5%+$24.1K |
| Center for Financial Planning, Inc. | $23.4K | 1,000 | 0.00% | 27q | HELD |
| Ameritas Investment Partners, Inc. | $22.9K | 980 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $20.2K | 862 | 0.00% | 5q | HELD |
| FMR LLC | $10.6K | 452 | 0.00% | 3q | +9.2% |
| JONES FINANCIAL COMPANIES LLLP | $7.5K | 317 | 0.00% | new | NEW |
| Arax Advisory Partners | $6.7K | 287 | 0.00% | 2q | +2770.0%+$6.5K |
| ACADIAN ASSET MANAGEMENT LLC | $6.6K | 281,294 | 0.01% | 22q | +10.4% |
| PNC Financial Services Group, Inc. | $5.4K | 232 | 0.00% | 3q | +562.9%+$4.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.0K | 213 | 0.00% | 3q | HELD |
| Sterling Capital Management LLC | $4.1K | 174 | 0.00% | 5q | -44.6%-$3.3K |
| Allworth Financial LP | $3.0K | 128 | 0.00% | 4q | +82.9%+$1.4K |
| Farther Finance Advisors, LLC | $2.9K | 124 | 0.00% | 5q | -26.2%-$1.0K |
| Integrated Wealth Concepts LLC | $2.8K | 118 | 0.00% | new | NEW |
| Clearstead Advisors, LLC | $2.5K | 107 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.3K | 55 | 0.00% | 4q | +89.7% |
| GAMMA Investing LLC | $1.0K | 43 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $911 | 39 | 0.00% | 4q | +2.6% |
| ROTHSCHILD INVESTMENT LLC | $748 | 32 | 0.00% | 4q | +77.8% |
| Essential Partners LLC | $608 | 26 | 0.00% | 4q | -82.8%-$2.9K |
| Physician Wealth Advisors, Inc. | $562 | 24 | 0.00% | new | NEW |
| Basecamp Wealth Advisors LLC | $257 | 11 | 0.00% | new | FIRST |
| True Wealth Design, LLC | $188 | 8 | 0.00% | 4q | -20.0% |
| SJS Investment Consulting Inc. | $94 | 4 | 0.00% | 3q | HELD |
| JPL Wealth Management, LLC | $71 | 3 | 0.00% | 2q | HELD |
| Fortitude Family Office, LLC | $47 | 2 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $47 | 2 | 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 |
|---|---|---|---|
| 2026-08-14 | 13G/A | Manulife Investment Management (US) LLCwith 2 co-filers | 5.0% |
| 2026-08-13 | 13G/A | Wellington Management Group LLPwith 2 co-filers | 0.0% |
| 2026-07-31 | 13G/A | Vanguard Capital Management | 4.9% |
| 2026-07-29 | 13D/A | Gale Hoese INDIVIDUALwith 8 co-filers | 9.1% |
| 2026-07-27 | 13G | BlackRock, Inc. | 6.4% |
| 2026-07-08 | 13D/A | Gale Hoese INDIVIDUALwith 8 co-filers | 9.1% |
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 | 94 | $128.0M | 5,492,860 | 17 | 38 | 22 | 0.0% |
| Q1 2026 | 83 | $111.1M | 5,622,696 | 10 | 29 | 22 | 0.0% |
| Q4 2025 | 77 | $103.5M | 5,805,802 | 8 | 28 | 20 | 0.0% |
| Q3 2025 | 70 | $92.4M | 5,746,978 | 17 | 19 | 19 | 0.0% |
| Q2 2025 | 59 | $80.1M | 5,803,503 | 18 | 19 | 11 | 0.0% |
| Q1 2025 | 47 | $77.6M | 5,394,011 | 4 | 17 | 14 | 0.0% |
| Q4 2024 | 47 | $88.5M | 5,431,080 | 11 | 14 | 11 | 0.0% |
| Q3 2024 | 37 | $74.7M | 5,270,136 | 7 | 10 | 9 | 0.0% |
| Q2 2024 | 31 | $62.1M | 5,367,362 | 1 | 8 | 9 | 0.0% |
| Q1 2024 | 31 | $57.5M | 4,734,580 | 5 | 8 | 7 | 0.0% |
| Q4 2023 | 32 | $54.2M | 4,627,966 | 3 | 10 | 5 | 0.0% |
| Q3 2023 | 31 | $45.0M | 4,688,701 | 2 | 9 | 7 | 0.0% |
| Q2 2023 | 34 | $41.3M | 4,665,311 | 5 | 10 | 9 | 0.0% |
| Q1 2023 | 33 | $49.1M | 4,628,046 | 0 | 10 | 14 | 0.0% |
| Q4 2022 | 32 | $51.2M | 4,253,089 | 5 | 8 | 8 | 0.0% |
| Q3 2022 | 41 | $71.3M | 5,853,450 | 2 | 11 | 11 | 0.0% |
| Q2 2022 | 40 | $81.3M | 5,887,367 | 3 | 11 | 7 | 0.0% |
| Q1 2022 | 40 | $88.7M | 5,869,949 | 5 | 14 | 10 | 0.0% |
| Q4 2021 | 37 | $82.3M | 5,975,144 | 5 | 12 | 9 | 0.0% |
| Q3 2021 | 35 | $72.2M | 5,244,397 | 3 | 15 | 8 | 0.0% |
| Q2 2021 | 34 | $73.0M | 5,332,316 | 3 | 15 | 7 | 0.0% |
| Q1 2021 | 36 | $68.4M | 5,509,323 | 6 | 12 | 10 | 0.0% |
| Q4 2020 | 33 | $61.6M | 5,658,439 | 3 | 5 | 8 | 0.0% |
| Q3 2020 | 33 | $39.0M | 5,662,154 | 3 | 7 | 11 | 0.0% |
| Q2 2020 | 33 | $39.6M | 5,767,672 | 1 | 12 | 7 | 0.0% |
| Q1 2020 | 38 | $37.3M | 5,765,418 | 3 | 12 | 15 | 0.0% |
| Q4 2019 | 41 | $74.5M | 6,111,404 | 7 | 12 | 12 | 0.0% |
| Q3 2019 | 34 | $60.7M | 5,488,948 | 5 | 9 | 5 | 0.0% |
| Q2 2019 | 30 | $56.1M | 5,146,300 | 2 | 4 | 9 | 0.0% |
| Q1 2019 | 30 | $62.2M | 5,210,360 | 4 | 5 | 11 | 0.0% |
| Q4 2018 | 30 | $62.1M | 5,700,525 | 0 | 0 | 1 | 0.0% |