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DaveManuel.com · Institutional Ownership · Who Owns It

CITIZENS INC (CIA)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

80
Reporting holders
$112.2M
Reported value
31.5%
Of shares outstanding
0.2%
Calls
18.2%
Puts
+5
Holder change

Institutions report 15,934,659 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.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
BlackRock, Inc.$20.5M3,578,5690.00%8q+9.5%+$1.8M
RIPOSTE CAPITAL LLC$18.7M PUToptions only4.15%6qOPTIONS
CONTINENTAL GENERAL INSURANCE CO$15.2M2,647,9183.17%5q+3.8%+$552.6K
VANGUARD CAPITAL MANAGEMENT LLC$11.4M1,985,1490.00%2q+1.5%+$172.3K
UBS Group AG$6.8M1,188,6540.00%31q+83.9%+$3.1M
First Eagle Investment Management, LLC$6.7M1,168,1000.01%12q+100.4%+$3.4M
GEODE CAPITAL MANAGEMENT, LLC$6.4M1,120,6600.00%31q+6.5%+$392.9K
STATE STREET CORP$3.8M667,7060.00%31qHELD
BRIDGEWAY CAPITAL MANAGEMENT, LLC$2.9M512,7080.05%31q+3.7%+$105.0K
NORTHERN TRUST CORP$2.2M377,5180.00%31q+9.6%+$189.6K
VANGUARD PORTFOLIO MANAGEMENT LLC$1.8M307,5050.00%2q+18.2%+$271.5K
VANGUARD FIDUCIARY TRUST CO$1.7M304,8060.00%2q+5.5%+$91.8K
DIMENSIONAL FUND ADVISORS LP$1.5M266,3660.00%31qHELD
Empowered Funds, LLC$1.5M256,7770.01%2q+7.7%+$105.0K
GROUP ONE TRADING LLC$976.4K PUToptions only0.00%2qOPTIONS
RENAISSANCE TECHNOLOGIES LLC$932.1K162,3940.00%31q-5.9%-$58.0K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$753.4K131,2530.00%31q+5.5%+$39.2K
Bank of New York Mellon Corp$717.2K124,9500.00%5q+10.4%+$67.8K
PRICE T ROWE ASSOCIATES INC /MD/$520.0K90,5680.00%31q+25.9%+$106.9K
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$511.4K89,0990.00%7qHELD
CITADEL ADVISORS LLC$474.1K CALL+PUToptions only0.00%newOPTIONS
GOLDMAN SACHS GROUP INC$444.4K77,4290.00%7q-42.2%-$324.6K
Squarepoint Ops LLC$381.5K66,4560.00%2q+25.0%+$76.3K
HighTower Advisors, LLC$358.8K62,5000.00%17q-17.7%-$77.0K
Nuveen, LLC$351.2K61,1840.00%5qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$338.7K CALL+PUToptions only0.00%12qOPTIONS
BARCLAYS PLC$263.1K45,8410.00%31q-67.5%-$546.3K
Merit Financial Group, LLC$246.1K42,8720.00%newNEW
SIMPLEX TRADING, LLC$225.6K CALL+PUToptions only0.00%newOPTIONS
DEUTSCHE BANK AG\$224.0K39,0290.00%4q-17.2%-$46.6K
WELLS FARGO & COMPANY/MN$221.0K38,5020.00%5q+125.3%+$122.9K
RHUMBLINE ADVISERS$209.0K36,4200.00%5q+12.1%+$22.5K
BANK OF AMERICA CORP /DE/$200.3K34,8920.00%9q-17.7%-$43.1K
GSA CAPITAL PARTNERS LLP$186.0K32,4790.01%5q+126.3%+$103.8K
Invesco Ltd.$153.7K26,7830.00%5q-14.8%-$26.7K
Russell Investments Group, Ltd.$151.3K26,3550.00%4q+582.8%+$129.1K
MetLife Investment Management, LLC$147.1K25,6210.00%5q+33.5%+$36.9K
Metis Global Partners, LLC$138.3K24,0930.00%3qHELD
Marietta Wealth Management, LLC$136.6K23,7940.01%9qHELD
CITIGROUP INC$121.6K21,1910.00%8q+273.9%+$89.1K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$121.5K21,1720.00%5q-1.6%-$2.0K
JPMORGAN CHASE & CO$118.2K19,1210.00%12q+4.0%+$4.6K
MORGAN STANLEY$108.9K18,9700.00%35q-21.1%-$29.1K
OCCUDO QUANTITATIVE STRATEGIES LP$103.1K17,9580.01%newNEW
FRANKLIN RESOURCES INC$100.3K17,4800.00%2qHELD
Police & Firemen's Retirement System of New Jersey$98.0K17,0760.00%5q+81.1%+$43.9K
LPL Financial LLC$94.1K16,3880.00%13q+2.3%+$2.1K
Vanguard Global Advisers, LLC$89.6K15,6180.00%2qHELD
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$87.0K15,1650.00%31qHELD
AMERICAN CENTURY COMPANIES INC$78.8K13,7300.00%4qHELD
ALLIANCEBERNSTEIN L.P.$64.4K12,8000.00%4q+18.5%+$10.1K
INTECH INVESTMENT MANAGEMENT LLC$63.5K11,0630.00%5q-5.9%-$4.0K
VOYA INVESTMENT MANAGEMENT LLC$63.5K11,0590.00%newNEW
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$60.4K10,5210.00%11q-13.9%-$9.8K
MANUFACTURERS LIFE INSURANCE COMPANY, THE$59.9K10,4380.00%5q-8.9%-$5.9K
NEW YORK STATE COMMON RETIREMENT FUND$56.8K9,9000.00%5qHELD
BNP PARIBAS FINANCIAL MARKETS$37.4K6,5120.00%31q-33.1%-$18.5K
Tower Research Capital LLC (TRC)$36.4K6,3440.00%7q-25.0%-$12.1K
Ameritas Investment Partners, Inc.$26.5K4,6170.00%5qHELD
Legal & General Group Plc$23.5K4,0940.00%5qHELD
ROYAL BANK OF CANADA$16.0K2,7560.00%5q+248.4%+$11.4K
Activest Wealth Management$11.1K1,9320.00%5qHELD
Sterling Capital Management LLC$5.3K9270.00%5q-38.1%-$3.3K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$3.6K6330.00%5q-74.1%-$10.4K
FMR LLC$3.2K5600.00%4q+103.6%+$1.6K
Farther Finance Advisors, LLC$2.4K4180.00%6q+34.0%
Rockefeller Capital Management L.P.$2.2K3750.00%3q-52.7%-$2.4K
OSAIC HOLDINGS, INC.$1.7K2940.00%5qHELD
UMB Bank, n.a.$8951560.00%newNEW
Financial Management Professionals, Inc.$8211430.00%8qHELD
Arax Advisory Partners$6651160.00%newNEW
PNC Financial Services Group, Inc.$5971040.00%3qHELD
Essential Partners LLC$98170.00%4q+142.9%
EverSource Wealth Advisors, LLC$81140.00%4q+366.7%
IFP Advisors, Inc$75130.00%4q+550.0%
Allworth Financial LP$4680.00%2q+700.0%
Clearstead Advisors, LLC$3560.00%newNEW
Caitong International Asset Management Co., Ltd$2950.00%newNEW
ROTHSCHILD INVESTMENT LLC$610.00%2qHELD
Covestor Ltd$0140.00%newNEW

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-10-092026-10-05Material agreement enteredfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-08-10Stenberg JonPresident & CEOBought50,000$199.6K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202610$104.3K30,7963130.0%
Q2 202680$112.2M15,934,65911321818.5%
Q1 202675$85.9M14,174,95410182317.0%
Q4 202567$75.4M13,715,7456221812.1%
Q3 202568$87.6M13,158,34212191721.2%
Q2 202565$56.0M12,178,55828181024.1%
Q1 202557$57.9M10,185,82610241019.9%
Q4 202454$36.9M8,544,776142357.2%
Q3 202444$25.2M6,604,944141364.4%
Q2 202436$16.7M6,119,39967120.4%
Q1 202438$15.2M7,071,917612130.5%
Q4 202344$18.5M6,868,678121490.0%
Q3 202336$17.7M6,183,87388120.2%
Q2 202332$15.3M6,338,44473110.3%
Q1 202337$24.9M6,720,10461190.0%
Q4 202238$14.6M6,841,322510130.0%
Q3 202238$28.1M8,373,09229170.5%
Q2 202254$37.8M8,946,3072211160.8%
Q1 202252$48.7M11,493,592619160.0%
Q4 202152$118.8M22,351,048518170.0%
Q3 202150$154.8M24,944,994614200.0%
Q2 202152$61.7M11,661,298515270.0%
Q1 202162$84.6M14,610,4251315230.0%
Q4 202053$166.7M29,094,184417160.0%
Q3 202051$159.1M28,717,71129240.0%
Q2 202050$171.0M28,546,050521130.0%
Q1 202052$331.6M50,831,380420150.1%
Q4 201950$200.9M29,677,204422120.3%
Q3 201952$149.4M21,582,064522130.8%
Q2 201951$210.9M28,774,937816110.4%
Q1 201951$190.2M28,515,251512140.0%
Q4 201854$217.5M28,880,0771020.2%