Who Owns Citizens Financial Services, Inc. (CZFS)?Hedge Fund & Institutional Holders

$58.57-1.19 (-1.99%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.67400020000001e+172T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$50.63$56.14$61.65$67.16$72.67Sep 24Jun 25Mar 26

CZFS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CITIZENS & NORTHERN CORPNew Position+117K+$6.7B
Cyndeo Wealth Partners, LLCNew Position+16K+$922.0M
BAILARD, INC.New Position+7K+$413.0M
STRS OHIONew Position+6K+$364.0M
WEATHERLY ASSET MANAGEMENT L. P.New Position+5K+$280.0M
NBT BANK N A /NYNew Position+57+$68.0M
NISA INVESTMENT ADVISORS, LLCNew Position+716+$40.0M
Hudock, Inc.New Position+40K+$2.3M
Fortitude Family Office, LLCNew Position+32+$1.0M
LAWOOD & CONew Position+11K+$611K
Stone House Investment Management, LLCNew Position+496+$28K
CWM, LLCNew Position+156+$9K
Capital Advisors, Ltd. LLCNew Position+83+$5K
Versant Capital Management, IncNew Position+56+$3K
GREAT LAKES ADVISORS, LLCNew Position+9K+$0

CZFS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHERN TRUST CORPDecreased-2K-$1.3B
SEGALL BRYANT & HAMILL, LLCDecreased-11K-$724.9M
AMERICAN CENTURY COMPANIES INCDecreased-18-$682.3M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-2K-$531.0M
JANE STREET GROUP, LLCDecreased-5K-$523.7M
RHUMBLINE ADVISERSDecreased-958-$388.8M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-19-$352.8M
JPMORGAN CHASE & CODecreased-2K-$275.0M
DEUTSCHE BANK AG\Decreased-386-$272.8M
Quadrature Capital LtdClosed Position-4K-$234.3M
FRANKLIN RESOURCES INCClosed Position-4K-$217.0M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-17-$216.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Decreased-44-$127.0M
Invesco Ltd.Decreased-1K-$106.1M
UBS Group AGDecreased-1K-$96.7M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CITIZENS & NORTHERN CORP117,063$6.7B1.65%Share
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC39,013$2.0B0.31%Share
3De Lisle Partners LLP18,019$1.0B0.13%Share
4AMERICAN CENTURY COMPANIES INC27,890$1.0B0.50%Share
5DIMENSIONAL FUND ADVISORS LP22,376$1.0B0.21%Share
6NORTHERN TRUST CORP31,954$1.0B0.13%Share
7Cyndeo Wealth Partners, LLC16,185$922.0M0.05%Share
8SEGALL BRYANT & HAMILL, LLC16,148$920.0M12.45%Share
9Minerva Advisors LLC7,881$449.0M0.30%Share
10BAILARD, INC.7,245$413.0M0.01%Share
11STRS OHIO6,400$364.0M1.36%Share
12WEATHERLY ASSET MANAGEMENT L. P.4,924$280.0M0.02%Share
13Invesco Ltd.3,005$171.0M0.03%Share
14UBS Group AG2,201$125.0M0.02%Share
15Farther Finance Advisors, LLC1,545$88.0M0.94%Share
16Invesco Ltd.1,308$74.0M0.01%Share
17NBT BANK N A /NY57$68.0M0.00%Share
18NISA INVESTMENT ADVISORS, LLC716$40.0M0.13%Share
19Invesco Ltd.660$37.0M0.01%Share
20VANGUARD GROUP INC221,010$12.0M0.17%Share
21BlackRock, Inc.173,674$9.0M0.15%Share
22GAMMA Investing LLC148$8.0M0.00%Share
23BlackRock, Inc.119,283$6.0M0.10%Share
24STATE STREET CORP99,640$5.0M0.00%Share
25Optiver Holding B.V.80$4.0M0.00%Share
26Hudock, Inc.39,924$2.3M0.34%Share
27Bare Financial Services, Inc38$2.0M0.00%Share
28VANGUARD GROUP INC30,596$1.0M0.01%Share
29Fortitude Family Office, LLC32$1.0M0.00%Share
30LAWOOD & CO10,620$605K0.57%Share
31Trexquant Investment LP10,614$605K0.01%Share
32Stone House Investment Management, LLC496$28K0.00%Share
33CWM, LLC156$9K0.00%Share
34EverSource Wealth Advisors, LLC144$8K0.00%Share
35LAWOOD & CO106$6K0.01%Share
36Capital Advisors, Ltd. LLC83$5K0.00%Share
37GEODE CAPITAL MANAGEMENT, LLC95,144$5K0.00%Share
38Versant Capital Management, Inc56$3K0.00%Share
39EverSource Wealth Advisors, LLC64$3K0.00%Share
40BlackRock, Inc.16,101$00.00%Share
41BlackRock, Inc.9,254$00.00%Share
42Arax Advisory Partners58$00.00%Share
43MAI Capital Management942$00.00%Share
44BlackRock, Inc.187$00.00%Share
45BlackRock, Inc.3,273$00.00%Share
46GEODE CAPITAL MANAGEMENT, LLC15,722$00.00%Share
47VANGUARD GROUP INC1,793$00.00%Share
48True Wealth Design, LLC1$00.00%Share
49EverSource Wealth Advisors, LLC1$00.00%Share
50Sunbelt Securities, Inc.2$00.00%Share

CZFS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202582$16.7B+21
Q3 202561$18.5B+0
Q2 202561$21.8B-9
Q1 202570$80.2B+7
Q4 202463$429.5B+11
Q3 202452$1.7T+1
Q2 202451$1.2T+7
Q1 202444$977.0B—

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As of Q4 2025, 50 institutional investors hold CZFS (Citizens Financial Services, Inc.). The largest holder is CITIZENS & NORTHERN CORP with $6.7B in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own CZFS?

As of Q4 2025, 50 institutional investors report holding CZFS (Citizens Financial Services, Inc.) in their 13F filings.

Who is the largest institutional holder of CZFS?

The largest institutional holder of CZFS is CITIZENS & NORTHERN CORP with $6.7B in shares.

Is institutional ownership of CZFS increasing or decreasing?

This quarter, 15 institutions opened new positions in CZFS and 2 closed their positions.