DaveManuel.com · Institutional Ownership · Who Owns It
CITIZENS FINL SVCS INC (CZFS)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
87
Reporting holders
$107.5M
Reported value
30.9%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+0
Holder change
Institutions report 1,484,136 shares against 4,809,855 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. | $25.7M | 354,551 | 0.00% | 8q | +7.0%+$1.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $14.5M | 200,789 | 0.00% | 2q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $8.7M | 119,810 | 0.00% | 14q | +6.5%+$532.4K |
| CITIZENS & NORTHERN CORP | $8.5M | 117,063 | 1.94% | 17q | HELD |
| STATE STREET CORP | $6.7M | 92,835 | 0.00% | 14q | -1.2%-$79.3K |
| Hudock, Inc. | $5.7M | 78,092 | 0.72% | 17q | +91.5%+$2.7M |
| AMERICAN CENTURY COMPANIES INC | $3.2M | 44,108 | 0.00% | 13q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.8M | 38,696 | 0.00% | 14q | +2.9%+$78.2K |
| NORTHERN TRUST CORP | $2.7M | 37,370 | 0.00% | 14q | +0.8%+$20.5K |
| VANGUARD FIDUCIARY TRUST CO | $2.3M | 32,192 | 0.00% | 2q | +5.4%+$119.2K |
| DIMENSIONAL FUND ADVISORS LP | $2.3M | 31,639 | 0.00% | 10q | +10.7%+$220.8K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.3M | 31,314 | 0.00% | 2q | +19.9%+$376.6K |
| SEGALL BRYANT & HAMILL, LLC | $1.5M | 20,701 | 0.02% | 6q | HELD |
| De Lisle Partners LLP | $1.5M | 20,519 | 0.16% | 10q | HELD |
| Quantinno Capital Management LP | $1.5M | 20,396 | 0.00% | 5q | +47.3%+$474.1K |
| Cyndeo Wealth Partners, LLC | $1.2M | 16,381 | 0.06% | 3q | +0.5%+$6.4K |
| Bank of New York Mellon Corp | $1.2M | 16,376 | 0.00% | 14q | +5.9%+$66.1K |
| GOLDMAN SACHS GROUP INC | $868.0K | 11,982 | 0.00% | 4q | -31.9%-$406.8K |
| LAWOOD & CO | $777.0K | 10,726 | 0.53% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $740.0K | 10,210 | 0.00% | 4q | +105.0%+$379.0K |
| STRS OHIO | $709.9K | 9,800 | 0.00% | 9q | +53.1%+$246.3K |
| Trexquant Investment LP | $698.5K | 9,643 | 0.00% | 4q | -2.5%-$17.9K |
| AQR CAPITAL MANAGEMENT LLC | $680.9K | 9,400 | 0.00% | 2q | +146.6%+$404.8K |
| MARSHALL WACE, LLP | $659.8K | 9,108 | 0.00% | 3q | -49.9%-$656.8K |
| WELLS FARGO & COMPANY/MN | $590.6K | 8,153 | 0.00% | 14q | +36.5%+$157.8K |
| GREAT LAKES ADVISORS, LLC | $564.8K | 7,797 | 0.00% | 9q | -2.9%-$17.0K |
| Nuveen, LLC | $558.0K | 7,703 | 0.00% | 6q | +7.0%+$36.5K |
| CITADEL ADVISORS LLC | $525.5K | 7,254 | 0.00% | 4q | +33.8%+$132.7K |
| BANK OF AMERICA CORP /DE/ | $494.6K | 6,828 | 0.00% | 17q | -14.8%-$86.1K |
| Squarepoint Ops LLC | $475.2K | 6,560 | 0.00% | 2q | -36.4%-$271.5K |
| Connor, Clark & Lunn Investment Management Ltd. | $463.3K | 6,396 | 0.00% | 4q | +3.2%+$14.5K |
| RAYMOND JAMES FINANCIAL INC | $450.7K | 6,221 | 0.00% | new | NEW |
| MORGAN STANLEY | $446.7K | 6,166 | 0.00% | 17q | -51.8%-$480.2K |
| BAILARD, INC. | $425.1K | 5,869 | 0.01% | 3q | +4.0%+$16.2K |
| RHUMBLINE ADVISERS | $416.9K | 5,749 | 0.00% | 13q | +3.9%+$15.8K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $376.1K | 5,192 | 0.01% | 8q | +4.8%+$17.4K |
| WEATHERLY ASSET MANAGEMENT L. P. | $356.7K | 4,924 | 0.03% | 17q | HELD |
| Invesco Ltd. | $351.0K | 4,846 | 0.00% | 10q | +1.3%+$4.6K |
| DEUTSCHE BANK AG\ | $326.7K | 4,510 | 0.00% | 13q | +63.8%+$127.3K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $279.0K | 3,850 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $263.8K | 3,642 | 0.00% | 17q | HELD |
| MILLENNIUM MANAGEMENT LLC | $261.4K | 3,609 | 0.00% | 4q | -53.4%-$300.1K |
| PNC Financial Services Group, Inc. | $259.3K | 3,579 | 0.00% | 17q | HELD |
| BARCLAYS PLC | $197.8K | 2,731 | 0.00% | 14q | -25.2%-$66.6K |
| UBS Group AG | $194.4K | 2,684 | 0.00% | 16q | -13.9%-$31.4K |
| MetLife Investment Management, LLC | $192.5K | 2,658 | 0.00% | 13q | HELD |
| Russell Investments Group, Ltd. | $176.5K | 2,436 | 0.00% | 9q | +537.7%+$148.8K |
| CITIGROUP INC | $162.3K | 2,240 | 0.00% | 16q | +634.4%+$140.2K |
| Farther Finance Advisors, LLC | $156.1K | 2,155 | 0.00% | 5q | +10.9%+$15.4K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $154.4K | 2,131 | 0.00% | 9q | -3.1%-$4.9K |
| JPMORGAN CHASE & CO | $147.5K | 2,062 | 0.00% | 17q | +9.1%+$12.3K |
| NEW YORK STATE COMMON RETIREMENT FUND | $135.3K | 1,868 | 0.00% | 13q | HELD |
| Vanguard Global Advisers, LLC | $129.9K | 1,793 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $104.9K | 1,448 | 0.00% | 7q | HELD |
| ROYAL BANK OF CANADA | $98.0K | 1,348 | 0.00% | 15q | +32.4%+$24.0K |
| BNP PARIBAS FINANCIAL MARKETS | $67.6K | 933 | 0.00% | 7q | -29.8%-$28.8K |
| NISA INVESTMENT ADVISORS, LLC | $51.9K | 716 | 0.00% | 9q | HELD |
| Federation des caisses Desjardins du Quebec | $50.7K | 707 | 0.00% | 6q | HELD |
| Tower Research Capital LLC (TRC) | $38.4K | 530 | 0.00% | 13q | -60.5%-$58.7K |
| Stone House Investment Management, LLC | $35.9K | 496 | 0.00% | 6q | HELD |
| Legal & General Group Plc | $35.0K | 483 | 0.00% | 13q | +16.9%+$5.1K |
| Ameritas Investment Partners, Inc. | $26.4K | 364 | 0.00% | 13q | HELD |
| FMR LLC | $26.1K | 360 | 0.00% | 17q | -3.7%-$1.0K |
| FIFTH THIRD BANCORP | $17.4K | 240 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $12.2K | 168 | 0.00% | 5q | +14.3%+$1.5K |
| Arax Advisory Partners | $11.4K | 158 | 0.00% | 6q | +177.2%+$7.3K |
| GAMMA Investing LLC | $8.0K | 111 | 0.00% | 10q | HELD |
| Versant Capital Management, Inc | $7.0K | 97 | 0.00% | 3q | HELD |
| Sterling Capital Management LLC | $6.3K | 87 | 0.00% | 8q | -37.9%-$3.8K |
| Capital Advisors, Ltd. LLC | $6.0K | 83 | 0.00% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $5.1K | 70 | 0.00% | 5q | HELD |
| Quarry LP | $5.0K | 69 | 0.00% | new | NEW |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $4.6K | 64 | 0.00% | 13q | -73.9%-$13.1K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $4.0K | 55 | 0.00% | 2q | HELD |
| Allworth Financial LP | $3.0K | 41 | 0.00% | 2q | +78.3%+$1.3K |
| Bare Financial Services, Inc | $2.8K | 38 | 0.00% | 6q | HELD |
| Fortitude Family Office, LLC | $2.3K | 32 | 0.00% | 9q | HELD |
| BROWN BROTHERS HARRIMAN & CO | $1.9K | 26 | 0.00% | 7q | HELD |
| Larson Financial Group LLC | $1.8K | 25 | 0.00% | new | NEW |
| Silver Grove Financial Group, Inc. | $1.2K | 17 | 0.00% | new | NEW |
| Essential Partners LLC | $1.2K | 17 | 0.00% | 5q | HELD |
| Optiver Holding B.V. | $1.2K | 16 | 0.00% | 4q | -66.7%-$2.3K |
| Covestor Ltd | $1.0K | 8 | 0.00% | 2q | -27.3% |
| Smartleaf Asset Management LLC | $818 | 11 | 0.00% | 3q | HELD |
| ROTHSCHILD INVESTMENT LLC | $435 | 6 | 0.00% | 3q | +50.0% |
| EverSource Wealth Advisors, LLC | $217 | 3 | 0.00% | 6q | -98.0%-$10.4K |
| True Wealth Design, LLC | $145 | 2 | 0.00% | 6q | +100.0% |
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 | 19 | $9.1M | 116,094 | 6 | 5 | 1 | 0.0% |
| Q2 2026 | 87 | $107.5M | 1,484,136 | 5 | 34 | 20 | 0.0% |
| Q1 2026 | 87 | $85.6M | 1,399,212 | 7 | 29 | 27 | 0.0% |
| Q4 2025 | 81 | $77.9M | 1,365,383 | 7 | 22 | 23 | 0.0% |
| Q3 2025 | 78 | $78.5M | 1,302,087 | 12 | 21 | 22 | 0.0% |
| Q2 2025 | 72 | $75.4M | 1,283,813 | 9 | 45 | 10 | 0.0% |
| Q1 2025 | 69 | $103.1M | 1,997,213 | 11 | 14 | 20 | 0.0% |
| Q4 2024 | 66 | $78.5M | 1,240,434 | 10 | 28 | 5 | 0.0% |
| Q3 2024 | 58 | $67.4M | 1,147,757 | 7 | 22 | 12 | 0.0% |
| Q2 2024 | 55 | $50.0M | 1,112,114 | 11 | 29 | 8 | 0.0% |
| Q1 2024 | 48 | $51.4M | 1,044,748 | 7 | 14 | 11 | 0.0% |
| Q4 2023 | 46 | $69.2M | 1,069,757 | 4 | 16 | 10 | 0.0% |
| Q3 2023 | 46 | $51.2M | 1,068,429 | 4 | 10 | 18 | 0.0% |
| Q2 2023 | 50 | $81.2M | 1,090,068 | 22 | 22 | 6 | 0.0% |
| Q1 2023 | 34 | $54.4M | 651,231 | 13 | 7 | 5 | 0.0% |
| Q4 2022 | 25 | $23.3M | 304,513 | 4 | 5 | 4 | 0.0% |
| Q3 2022 | 24 | $17.2M | 244,693 | 7 | 2 | 4 | 0.0% |
| Q2 2022 | 18 | $15.4M | 220,682 | 17 | 0 | 1 | 0.0% |
| Q1 2022 | 1 | $1.3M | 20,000 | 0 | 0 | 1 | 0.0% |
| Q4 2021 | 2 | $1.8M | 28,981 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $1.7M | 26,909 | 0 | 1 | 0 | 0.0% |
| Q2 2021 | 2 | $1.8M | 28,681 | 1 | 1 | 0 | 0.0% |
| Q1 2021 | 1 | $1.6M | 26,149 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $1.6M | 28,201 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 2 | $1.2M | 28,201 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 3 | $1.6M | 33,168 | 1 | 1 | 1 | 0.0% |
| Q1 2020 | 2 | $529.0K | 10,764 | 0 | 1 | 1 | 0.0% |
| Q4 2019 | 3 | $841.0K | 13,677 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 3 | $2.9M | 49,413 | 0 | 1 | 1 | 0.0% |
| Q2 2019 | 3 | $2.6M | 51,923 | 0 | 1 | 2 | 0.0% |
| Q1 2019 | 3 | $3.9M | 61,169 | 1 | 0 | 0 | 0.0% |
| Q4 2018 | 2 | $3.2M | 57,590 | 0 | 0 | 0 | 0.0% |