CITIZENS INC (CIA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $20.5M | 3,578,569 | 0.00% | 8q | +9.5%+$1.8M |
| RIPOSTE CAPITAL LLC | $18.7M PUT | options only | 4.15% | 6q | OPTIONS |
| CONTINENTAL GENERAL INSURANCE CO | $15.2M | 2,647,918 | 3.17% | 5q | +3.8%+$552.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.4M | 1,985,149 | 0.00% | 2q | +1.5%+$172.3K |
| UBS Group AG | $6.8M | 1,188,654 | 0.00% | 31q | +83.9%+$3.1M |
| First Eagle Investment Management, LLC | $6.7M | 1,168,100 | 0.01% | 12q | +100.4%+$3.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $6.4M | 1,120,660 | 0.00% | 31q | +6.5%+$392.9K |
| STATE STREET CORP | $3.8M | 667,706 | 0.00% | 31q | HELD |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $2.9M | 512,708 | 0.05% | 31q | +3.7%+$105.0K |
| NORTHERN TRUST CORP | $2.2M | 377,518 | 0.00% | 31q | +9.6%+$189.6K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.8M | 307,505 | 0.00% | 2q | +18.2%+$271.5K |
| VANGUARD FIDUCIARY TRUST CO | $1.7M | 304,806 | 0.00% | 2q | +5.5%+$91.8K |
| DIMENSIONAL FUND ADVISORS LP | $1.5M | 266,366 | 0.00% | 31q | HELD |
| Empowered Funds, LLC | $1.5M | 256,777 | 0.01% | 2q | +7.7%+$105.0K |
| GROUP ONE TRADING LLC | $976.4K PUT | options only | 0.00% | 2q | OPTIONS |
| RENAISSANCE TECHNOLOGIES LLC | $932.1K | 162,394 | 0.00% | 31q | -5.9%-$58.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $753.4K | 131,253 | 0.00% | 31q | +5.5%+$39.2K |
| Bank of New York Mellon Corp | $717.2K | 124,950 | 0.00% | 5q | +10.4%+$67.8K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $520.0K | 90,568 | 0.00% | 31q | +25.9%+$106.9K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $511.4K | 89,099 | 0.00% | 7q | HELD |
| CITADEL ADVISORS LLC | $474.1K CALL+PUT | options only | 0.00% | new | OPTIONS |
| GOLDMAN SACHS GROUP INC | $444.4K | 77,429 | 0.00% | 7q | -42.2%-$324.6K |
| Squarepoint Ops LLC | $381.5K | 66,456 | 0.00% | 2q | +25.0%+$76.3K |
| HighTower Advisors, LLC | $358.8K | 62,500 | 0.00% | 17q | -17.7%-$77.0K |
| Nuveen, LLC | $351.2K | 61,184 | 0.00% | 5q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $338.7K CALL+PUT | options only | 0.00% | 12q | OPTIONS |
| BARCLAYS PLC | $263.1K | 45,841 | 0.00% | 31q | -67.5%-$546.3K |
| Merit Financial Group, LLC | $246.1K | 42,872 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $225.6K CALL+PUT | options only | 0.00% | new | OPTIONS |
| DEUTSCHE BANK AG\ | $224.0K | 39,029 | 0.00% | 4q | -17.2%-$46.6K |
| WELLS FARGO & COMPANY/MN | $221.0K | 38,502 | 0.00% | 5q | +125.3%+$122.9K |
| RHUMBLINE ADVISERS | $209.0K | 36,420 | 0.00% | 5q | +12.1%+$22.5K |
| BANK OF AMERICA CORP /DE/ | $200.3K | 34,892 | 0.00% | 9q | -17.7%-$43.1K |
| GSA CAPITAL PARTNERS LLP | $186.0K | 32,479 | 0.01% | 5q | +126.3%+$103.8K |
| Invesco Ltd. | $153.7K | 26,783 | 0.00% | 5q | -14.8%-$26.7K |
| Russell Investments Group, Ltd. | $151.3K | 26,355 | 0.00% | 4q | +582.8%+$129.1K |
| MetLife Investment Management, LLC | $147.1K | 25,621 | 0.00% | 5q | +33.5%+$36.9K |
| Metis Global Partners, LLC | $138.3K | 24,093 | 0.00% | 3q | HELD |
| Marietta Wealth Management, LLC | $136.6K | 23,794 | 0.01% | 9q | HELD |
| CITIGROUP INC | $121.6K | 21,191 | 0.00% | 8q | +273.9%+$89.1K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $121.5K | 21,172 | 0.00% | 5q | -1.6%-$2.0K |
| JPMORGAN CHASE & CO | $118.2K | 19,121 | 0.00% | 12q | +4.0%+$4.6K |
| MORGAN STANLEY | $108.9K | 18,970 | 0.00% | 35q | -21.1%-$29.1K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $103.1K | 17,958 | 0.01% | new | NEW |
| FRANKLIN RESOURCES INC | $100.3K | 17,480 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $98.0K | 17,076 | 0.00% | 5q | +81.1%+$43.9K |
| LPL Financial LLC | $94.1K | 16,388 | 0.00% | 13q | +2.3%+$2.1K |
| Vanguard Global Advisers, LLC | $89.6K | 15,618 | 0.00% | 2q | HELD |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | $87.0K | 15,165 | 0.00% | 31q | HELD |
| AMERICAN CENTURY COMPANIES INC | $78.8K | 13,730 | 0.00% | 4q | HELD |
| ALLIANCEBERNSTEIN L.P. | $64.4K | 12,800 | 0.00% | 4q | +18.5%+$10.1K |
| INTECH INVESTMENT MANAGEMENT LLC | $63.5K | 11,063 | 0.00% | 5q | -5.9%-$4.0K |
| VOYA INVESTMENT MANAGEMENT LLC | $63.5K | 11,059 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $60.4K | 10,521 | 0.00% | 11q | -13.9%-$9.8K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $59.9K | 10,438 | 0.00% | 5q | -8.9%-$5.9K |
| NEW YORK STATE COMMON RETIREMENT FUND | $56.8K | 9,900 | 0.00% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $37.4K | 6,512 | 0.00% | 31q | -33.1%-$18.5K |
| Tower Research Capital LLC (TRC) | $36.4K | 6,344 | 0.00% | 7q | -25.0%-$12.1K |
| Ameritas Investment Partners, Inc. | $26.5K | 4,617 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $23.5K | 4,094 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $16.0K | 2,756 | 0.00% | 5q | +248.4%+$11.4K |
| Activest Wealth Management | $11.1K | 1,932 | 0.00% | 5q | HELD |
| Sterling Capital Management LLC | $5.3K | 927 | 0.00% | 5q | -38.1%-$3.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.6K | 633 | 0.00% | 5q | -74.1%-$10.4K |
| FMR LLC | $3.2K | 560 | 0.00% | 4q | +103.6%+$1.6K |
| Farther Finance Advisors, LLC | $2.4K | 418 | 0.00% | 6q | +34.0% |
| Rockefeller Capital Management L.P. | $2.2K | 375 | 0.00% | 3q | -52.7%-$2.4K |
| OSAIC HOLDINGS, INC. | $1.7K | 294 | 0.00% | 5q | HELD |
| UMB Bank, n.a. | $895 | 156 | 0.00% | new | NEW |
| Financial Management Professionals, Inc. | $821 | 143 | 0.00% | 8q | HELD |
| Arax Advisory Partners | $665 | 116 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $597 | 104 | 0.00% | 3q | HELD |
| Essential Partners LLC | $98 | 17 | 0.00% | 4q | +142.9% |
| EverSource Wealth Advisors, LLC | $81 | 14 | 0.00% | 4q | +366.7% |
| IFP Advisors, Inc | $75 | 13 | 0.00% | 4q | +550.0% |
| Allworth Financial LP | $46 | 8 | 0.00% | 2q | +700.0% |
| Clearstead Advisors, LLC | $35 | 6 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $29 | 5 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $6 | 1 | 0.00% | 2q | HELD |
| Covestor Ltd | $0 | 14 | 0.00% | new | NEW |
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-09 | 2026-10-05 | Material agreement entered | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-10 | Stenberg Jon | President & CEO | Bought | 50,000 | $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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10 | $104.3K | 30,796 | 3 | 1 | 3 | 0.0% |
| Q2 2026 | 80 | $112.2M | 15,934,659 | 11 | 32 | 18 | 18.5% |
| Q1 2026 | 75 | $85.9M | 14,174,954 | 10 | 18 | 23 | 17.0% |
| Q4 2025 | 67 | $75.4M | 13,715,745 | 6 | 22 | 18 | 12.1% |
| Q3 2025 | 68 | $87.6M | 13,158,342 | 12 | 19 | 17 | 21.2% |
| Q2 2025 | 65 | $56.0M | 12,178,558 | 28 | 18 | 10 | 24.1% |
| Q1 2025 | 57 | $57.9M | 10,185,826 | 10 | 24 | 10 | 19.9% |
| Q4 2024 | 54 | $36.9M | 8,544,776 | 14 | 23 | 5 | 7.2% |
| Q3 2024 | 44 | $25.2M | 6,604,944 | 14 | 13 | 6 | 4.4% |
| Q2 2024 | 36 | $16.7M | 6,119,399 | 6 | 7 | 12 | 0.4% |
| Q1 2024 | 38 | $15.2M | 7,071,917 | 6 | 12 | 13 | 0.5% |
| Q4 2023 | 44 | $18.5M | 6,868,678 | 12 | 14 | 9 | 0.0% |
| Q3 2023 | 36 | $17.7M | 6,183,873 | 8 | 8 | 12 | 0.2% |
| Q2 2023 | 32 | $15.3M | 6,338,444 | 7 | 3 | 11 | 0.3% |
| Q1 2023 | 37 | $24.9M | 6,720,104 | 6 | 11 | 9 | 0.0% |
| Q4 2022 | 38 | $14.6M | 6,841,322 | 5 | 10 | 13 | 0.0% |
| Q3 2022 | 38 | $28.1M | 8,373,092 | 2 | 9 | 17 | 0.5% |
| Q2 2022 | 54 | $37.8M | 8,946,307 | 22 | 11 | 16 | 0.8% |
| Q1 2022 | 52 | $48.7M | 11,493,592 | 6 | 19 | 16 | 0.0% |
| Q4 2021 | 52 | $118.8M | 22,351,048 | 5 | 18 | 17 | 0.0% |
| Q3 2021 | 50 | $154.8M | 24,944,994 | 6 | 14 | 20 | 0.0% |
| Q2 2021 | 52 | $61.7M | 11,661,298 | 5 | 15 | 27 | 0.0% |
| Q1 2021 | 62 | $84.6M | 14,610,425 | 13 | 15 | 23 | 0.0% |
| Q4 2020 | 53 | $166.7M | 29,094,184 | 4 | 17 | 16 | 0.0% |
| Q3 2020 | 51 | $159.1M | 28,717,711 | 2 | 9 | 24 | 0.0% |
| Q2 2020 | 50 | $171.0M | 28,546,050 | 5 | 21 | 13 | 0.0% |
| Q1 2020 | 52 | $331.6M | 50,831,380 | 4 | 20 | 15 | 0.1% |
| Q4 2019 | 50 | $200.9M | 29,677,204 | 4 | 22 | 12 | 0.3% |
| Q3 2019 | 52 | $149.4M | 21,582,064 | 5 | 22 | 13 | 0.8% |
| Q2 2019 | 51 | $210.9M | 28,774,937 | 8 | 16 | 11 | 0.4% |
| Q1 2019 | 51 | $190.2M | 28,515,251 | 5 | 12 | 14 | 0.0% |
| Q4 2018 | 54 | $217.5M | 28,880,077 | 1 | 0 | 2 | 0.2% |
