Who Owns Citizens Community Bancorp, Inc. (CZWI)?Hedge Fund & Institutional Holders

$18.16+0.15 (+0.83%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.2000000900000078e+187T

% of Float Held

QoQ Change in Holders

+8 / -1

Price History

$12.71$14.31$15.91$17.51$19.11Sep 24Jun 25Mar 26

CZWI — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
WELLINGTON MANAGEMENT GROUP LLPIncreased+382K+$7.0B
UBS Group AGIncreased+94K+$1.8B
RFG - Bristol Wealth Advisors, LLCNew Position+93K+$1.7B
RITHOLTZ WEALTH MANAGEMENTNew Position+34K+$607.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPIncreased+22K+$414.8M
STRS OHIONew Position+18K+$311.0M
HSBC HOLDINGS PLCIncreased+1K+$70.0M
BEESE FULMER INVESTMENT MANAGEMENT, INC.Increased+10+$32.2M
State of WyomingNew Position+549+$9.0M
Daytona Street Capital LLCNew Position+152K+$2.7M
ACADIAN ASSET MANAGEMENT LLCIncreased+29K+$51K
CWM, LLCNew Position+1K+$25K
VANGUARD GROUP INCIncreased+5K+$17K
Center for Financial Planning, Inc.New Position+1K+$17K
Covestor LtdNew Position+31+$1K

CZWI — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ALLIANCEBERNSTEIN L.P.Decreased-348K-$5.3B
ROYCE & ASSOCIATES LPDecreased-40K-$562.4M
NORTHERN TRUST CORPDecreased-6K-$371.0M
Cetera Investment AdvisersDecreased-2K-$208.5M
RHUMBLINE ADVISERSDecreased-2K-$148.5M
Black Maple Capital Management LPDecreased-9K-$119.5M
JPMORGAN CHASE & CODecreased-1K-$115.0M
MetLife Investment Management, LLCDecreased-436-$97.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.Decreased-72-$72.1M
Russell Investments Group, Ltd.Decreased-180-$18.0M
Tower Research Capital LLC (TRC)Decreased-287-$15.3M
Sterling Capital Management LLCDecreased-116-$10.6M
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEMDecreased-19-$9.6M
O'SHAUGHNESSY ASSET MANAGEMENT, LLCDecreased-4K-$8.4M
Arax Advisory PartnersClosed Position-505-$8.1M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLINGTON MANAGEMENT GROUP LLP691,414$12.0B0.00%Share
2ALLIANCEBERNSTEIN L.P.543,075$9.0B0.00%Share
3MANUFACTURERS LIFE INSURANCE COMPANY, THE490,493$8.0B0.01%Share
4DIMENSIONAL FUND ADVISORS LP322,879$5.0B0.00%Share
5UBS Group AG169,632$3.0B0.00%Share
6BRIDGEWAY CAPITAL MANAGEMENT, LLC156,284$2.0B0.04%Share
7ARROWSTREET CAPITAL, LIMITED PARTNERSHIP120,872$2.0B0.00%Share
8RFG - Bristol Wealth Advisors, LLC92,950$1.7B0.46%Share
9Pinnacle Holdings, LLC91,347$1.6B0.55%Share
10FIRST MANHATTAN CO. LLC.57,624$1.0B0.00%Share
11NORTHERN TRUST CORP65,248$1.0B0.00%Share
12O'SHAUGHNESSY ASSET MANAGEMENT, LLC59,034$1.0B0.01%Share
13ROYCE & ASSOCIATES LP48,702$867.0M0.01%Share
14RITHOLTZ WEALTH MANAGEMENT34,118$607.0M0.01%Share
15HSBC HOLDINGS PLC30,321$539.0M0.00%Share
16BEESE FULMER INVESTMENT MANAGEMENT, INC.18,788$334.0M0.02%Share
17STRS OHIO17,500$311.0M0.00%Share
18Black Maple Capital Management LP11,718$208.0M0.15%Share
19State of Wyoming549$9.0M0.00%Share
20VANGUARD GROUP INC500,129$8.0M0.00%Share
21Farther Finance Advisors, LLC396$7.0M0.00%Share
22BlackRock, Inc.288,749$5.0M0.00%Share
23GENDELL JEFFREY L248,319$4.4M0.08%Share
24BANC FUNDS CO LLC246,286$4.4M0.87%Share
25UBS Group AG173$3.0M0.00%Share
26Fourthstone LLC168,029$3.0M0.56%Share
27Daytona Street Capital LLC151,644$2.7M2.10%Share
28BlackRock, Inc.123,197$2.0M0.00%Share
29ACADIAN ASSET MANAGEMENT LLC151,098$2.0M0.00%Share
30Empowered Funds, LLC64,585$1.0M0.01%Share
31VANGUARD GROUP INC60,504$1.0M0.00%Share
32STATE STREET CORP102,103$1.0M0.00%Share
33CWM, LLC1,419$25K0.00%Share
34Center for Financial Planning, Inc.1,000$17K0.00%Share
35GEODE CAPITAL MANAGEMENT, LLC182,510$3K0.00%Share
36Covestor Ltd31$1K0.00%Share
37BARCLAYS PLC37,077$00.00%Share
38Legal & General Group Plc862$00.00%Share
39IFP Advisors, Inc29$00.00%Share
40ROYAL BANK OF CANADA233$00.00%Share
41ROYAL BANK OF CANADA76$00.00%Share
42RHUMBLINE ADVISERS7,597$00.00%Share
43PRUDENTIAL FINANCIAL INC15,135$00.00%Share
44Sterling Capital Management LLC546$00.00%Share
45CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM580$00.00%Share
46AQR CAPITAL MANAGEMENT LLC1$00.00%Share
47AQR CAPITAL MANAGEMENT LLC279$00.00%Share
48AQR CAPITAL MANAGEMENT LLC1$00.00%Share
49AQR CAPITAL MANAGEMENT LLC18,593$00.00%Share
50AQR CAPITAL MANAGEMENT LLC62$00.00%Share

CZWI Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202580$50.2B+18
Q3 202562$59.2B+9
Q2 202553$36.0B+3
Q1 202550$53.1B-1
Q4 202451$1.0T+15
Q3 202436$1.1T+5
Q2 202431$696.6B-2
Q1 202433$1.0T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold CZWI (Citizens Community Bancorp, Inc.). The largest holder is WELLINGTON MANAGEMENT GROUP LLP with $12.0B in shares. This quarter, 8 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own CZWI?

As of Q4 2025, 50 institutional investors report holding CZWI (Citizens Community Bancorp, Inc.) in their 13F filings.

Who is the largest institutional holder of CZWI?

The largest institutional holder of CZWI is WELLINGTON MANAGEMENT GROUP LLP with $12.0B in shares.

Is institutional ownership of CZWI increasing or decreasing?

This quarter, 8 institutions opened new positions in CZWI and 1 closed their positions.