DaveManuel.com · Institutional Ownership · Who Owns It
CITIZENS CMNTY BANCORP INC M (CZWI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
93
Reporting holders
$132.6M
Reported value
59.0%
Of shares outstanding
0.0%
Calls
0.0%
Puts
+8
Holder change
Institutions report 5,689,875 shares against 9,650,231 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. | $14.8M | 632,627 | 0.00% | 8q | +24.6%+$2.9M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.2M | 480,842 | 0.01% | 31q | -0.7%-$78.3K |
| VANGUARD CAPITAL MANAGEMENT LLC | $9.7M | 413,376 | 0.00% | 2q | -10.4%-$1.1M |
| DIMENSIONAL FUND ADVISORS LP | $8.8M | 376,262 | 0.00% | 31q | +8.5%+$690.5K |
| Boston Partners | $6.6M | 281,634 | 0.01% | 2q | +20.0%+$1.1M |
| ACADIAN ASSET MANAGEMENT LLC | $6.6M | 281,294 | 0.01% | 22q | +10.4%+$620.5K |
| GENDELL JEFFREY L | $5.8M | 248,319 | 0.05% | 31q | HELD |
| GEODE CAPITAL MANAGEMENT, LLC | $5.4M | 230,737 | 0.00% | 31q | +13.0%+$619.4K |
| BANC FUNDS CO LLC | $4.6M | 195,055 | 0.75% | 31q | -5.3%-$257.3K |
| TWO SIGMA INVESTMENTS, LP | $3.7M | 159,050 | 0.00% | 4q | +113.7%+$2.0M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $3.7M | 158,017 | 0.06% | 31q | -1.4%-$53.7K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $3.5M | 147,560 | 0.00% | 10q | HELD |
| Rhino Investment Partners, Inc | $3.4M | 144,034 | 1.02% | 2q | -11.3%-$427.5K |
| STATE STREET CORP | $3.1M | 134,310 | 0.00% | 31q | +7.9%+$229.7K |
| MACKENZIE FINANCIAL CORP | $2.6M | 112,055 | 0.00% | new | NEW |
| Daytona Street Capital LLC | $2.5M | 109,911 | 1.83% | 3q | -27.3%-$944.3K |
| RENAISSANCE TECHNOLOGIES LLC | $2.5M | 107,200 | 0.00% | 11q | +100.7%+$1.3M |
| RFG - Bristol Wealth Advisors, LLC | $2.4M | 104,290 | 0.59% | 7q | +0.6%+$14.2K |
| ALLIANCEBERNSTEIN L.P. | $2.2M | 110,737 | 0.00% | 31q | -25.0%-$729.1K |
| Pinnacle Holdings, LLC | $2.1M | 91,262 | 0.66% | 31q | HELD |
| NORTHERN TRUST CORP | $1.7M | 74,164 | 0.00% | 30q | -11.8%-$231.3K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $1.7M | 71,842 | 0.01% | 10q | +29.2%+$380.0K |
| Empowered Funds, LLC | $1.7M | 71,318 | 0.01% | 2q | +3.9%+$63.3K |
| VANGUARD FIDUCIARY TRUST CO | $1.5M | 64,184 | 0.00% | 2q | +6.3%+$89.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.5M | 62,236 | 0.00% | 2q | +15.6%+$196.9K |
| HSBC HOLDINGS PLC | $1.2M | 53,522 | 0.00% | 4q | -9.7%-$133.4K |
| FIRST MANHATTAN CO. LLC. | $1.2M | 52,624 | 0.00% | 31q | -8.7%-$116.9K |
| RITHOLTZ WEALTH MANAGEMENT | $1.2M | 52,107 | 0.02% | 7q | +10.4%+$115.0K |
| CITADEL ADVISORS LLC | $1.1M | 44,925 | 0.00% | new | NEW |
| VICTORY CAPITAL MANAGEMENT INC | $977.7K | 41,800 | 0.00% | 2q | +22.9%+$182.4K |
| GOLDMAN SACHS GROUP INC | $853.8K | 36,501 | 0.00% | 4q | -28.0%-$332.6K |
| MORGAN STANLEY | $816.5K | 34,909 | 0.00% | 8q | -4.3%-$36.3K |
| AQR CAPITAL MANAGEMENT LLC | $766.8K | 32,783 | 0.00% | 4q | +43.7%+$233.1K |
| Bank of New York Mellon Corp | $754.5K | 32,258 | 0.00% | 5q | +4.3%+$31.3K |
| AMERIPRISE FINANCIAL INC | $736.9K | 31,505 | 0.00% | 4q | +3.6%+$25.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $717.9K | 30,693 | 0.00% | 5q | +10.3%+$66.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $698.9K | 29,880 | 0.00% | 22q | +3.5%+$23.4K |
| BARCLAYS PLC | $628.1K | 26,854 | 0.00% | 8q | -7.0%-$47.6K |
| Nuveen, LLC | $517.4K | 22,119 | 0.00% | new | NEW |
| STRS OHIO | $500.5K | 21,400 | 0.00% | 5q | +22.3%+$91.2K |
| SEI INVESTMENTS CO | $464.9K | 19,877 | 0.00% | 2q | +95.3%+$226.9K |
| Trexquant Investment LP | $460.6K | 19,691 | 0.00% | 2q | +37.8%+$126.3K |
| OSAIC HOLDINGS, INC. | $455.9K | 19,491 | 0.00% | 26q | +8.3%+$35.1K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $444.9K | 19,020 | 0.02% | new | NEW |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | $440.0K | 18,810 | 0.03% | 28q | HELD |
| PRUDENTIAL FINANCIAL INC | $405.5K | 17,335 | 0.00% | 3q | +8.1%+$30.4K |
| UBS Group AG | $401.3K | 17,157 | 0.00% | 10q | -87.2%-$2.7M |
| MILLENNIUM MANAGEMENT LLC | $367.9K | 15,727 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $325.0K | 13,895 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $298.1K | 12,745 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $286.1K | 12,232 | 0.00% | 10q | -10.7%-$34.4K |
| &PARTNERS | $262.0K | 11,200 | 0.00% | 5q | HELD |
| Cetera Investment Advisers | $231.9K | 9,916 | 0.00% | new | NEW |
| Centiva Capital, LP | $230.5K | 9,853 | 0.00% | new | NEW |
| DEUTSCHE BANK AG\ | $186.7K | 7,981 | 0.00% | 4q | +3.4%+$6.1K |
| WELLS FARGO & COMPANY/MN | $180.5K | 7,718 | 0.00% | 29q | +120.1%+$98.5K |
| RHUMBLINE ADVISERS | $176.2K | 7,533 | 0.00% | 5q | +7.2%+$11.9K |
| Russell Investments Group, Ltd. | $143.6K | 6,140 | 0.00% | 7q | +451.2%+$117.6K |
| MetLife Investment Management, LLC | $131.1K | 5,605 | 0.00% | 5q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $102.9K | 4,400 | 0.00% | 5q | HELD |
| CITIGROUP INC | $99.3K | 4,244 | 0.00% | 8q | +884.7%+$89.2K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $99.3K | 4,244 | 0.00% | 5q | -6.0%-$6.3K |
| JPMORGAN CHASE & CO | $91.8K | 3,918 | 0.00% | 5q | +2.3%+$2.0K |
| Vanguard Global Advisers, LLC | $84.6K | 3,615 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $50.8K | 2,172 | 0.00% | 5q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $34.1K | 1,458 | 0.00% | 6q | -35.7%-$18.9K |
| Tower Research Capital LLC (TRC) | $32.1K | 1,371 | 0.00% | 4q | +20.3%+$5.4K |
| ROYAL BANK OF CANADA | $25.0K | 1,079 | 0.00% | 17q | +2597.5%+$24.1K |
| Center for Financial Planning, Inc. | $23.4K | 1,000 | 0.00% | 27q | HELD |
| Ameritas Investment Partners, Inc. | $22.9K | 980 | 0.00% | 5q | HELD |
| Legal & General Group Plc | $20.2K | 862 | 0.00% | 5q | HELD |
| FMR LLC | $10.6K | 452 | 0.00% | 3q | +9.2% |
| JONES FINANCIAL COMPANIES LLLP | $7.5K | 317 | 0.00% | new | NEW |
| Arax Advisory Partners | $6.7K | 287 | 0.00% | 2q | +2770.0%+$6.5K |
| PNC Financial Services Group, Inc. | $5.4K | 232 | 0.00% | 3q | +562.9%+$4.6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $5.0K | 213 | 0.00% | 3q | HELD |
| Sterling Capital Management LLC | $4.1K | 174 | 0.00% | 5q | -44.6%-$3.3K |
| Allworth Financial LP | $3.0K | 128 | 0.00% | 4q | +82.9%+$1.4K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $3.0K | 127 | 0.00% | 5q | -75.2%-$9.0K |
| Farther Finance Advisors, LLC | $2.9K | 124 | 0.00% | 5q | -26.2%-$1.0K |
| Clearstead Advisors, LLC | $2.5K | 107 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.3K | 55 | 0.00% | 4q | +89.7% |
| GAMMA Investing LLC | $1.0K | 43 | 0.00% | 2q | HELD |
| EverSource Wealth Advisors, LLC | $911 | 39 | 0.00% | 4q | +2.6% |
| ROTHSCHILD INVESTMENT LLC | $748 | 32 | 0.00% | 4q | +77.8% |
| Essential Partners LLC | $608 | 26 | 0.00% | 4q | -82.8%-$2.9K |
| Physician Wealth Advisors, Inc. | $562 | 24 | 0.00% | new | NEW |
| Basecamp Wealth Advisors LLC | $257 | 11 | 0.00% | 2q | +37.5% |
| True Wealth Design, LLC | $188 | 8 | 0.00% | 4q | -20.0% |
| SJS Investment Consulting Inc. | $94 | 4 | 0.00% | 3q | HELD |
| JPL Wealth Management, LLC | $71 | 3 | 0.00% | 2q | HELD |
| Fortitude Family Office, LLC | $47 | 2 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $47 | 2 | 0.00% | new | NEW |
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 | 18 | $4.6M | 217,839 | 5 | 5 | 4 | 0.0% |
| Q2 2026 | 93 | $132.6M | 5,689,875 | 14 | 41 | 22 | 0.0% |
| Q1 2026 | 85 | $115.5M | 5,843,498 | 11 | 30 | 22 | 0.0% |
| Q4 2025 | 81 | $106.2M | 5,958,648 | 8 | 30 | 22 | 0.0% |
| Q3 2025 | 76 | $95.0M | 5,913,000 | 19 | 22 | 19 | 0.0% |
| Q2 2025 | 63 | $82.1M | 5,950,835 | 20 | 20 | 11 | 0.0% |
| Q1 2025 | 50 | $79.5M | 5,528,640 | 5 | 18 | 15 | 0.0% |
| Q4 2024 | 49 | $89.9M | 5,521,997 | 11 | 15 | 11 | 0.0% |
| Q3 2024 | 39 | $75.7M | 5,339,964 | 7 | 11 | 9 | 0.0% |
| Q2 2024 | 34 | $63.4M | 5,480,380 | 1 | 11 | 9 | 0.0% |
| Q1 2024 | 36 | $68.2M | 5,611,226 | 6 | 11 | 8 | 0.0% |
| Q4 2023 | 36 | $64.9M | 5,539,755 | 4 | 10 | 6 | 0.0% |
| Q3 2023 | 34 | $53.8M | 5,609,286 | 2 | 9 | 7 | 0.0% |
| Q2 2023 | 37 | $49.4M | 5,585,896 | 5 | 11 | 10 | 0.0% |
| Q1 2023 | 39 | $59.4M | 5,599,266 | 0 | 10 | 17 | 0.0% |
| Q4 2022 | 45 | $68.2M | 5,669,408 | 8 | 12 | 13 | 0.0% |
| Q3 2022 | 39 | $1.3B | 103,840,677 | 2 | 10 | 10 | 0.0% |
| Q2 2022 | 38 | $1.4B | 103,934,110 | 2 | 11 | 6 | 0.0% |
| Q1 2022 | 39 | $1.6B | 103,909,377 | 5 | 13 | 10 | 0.0% |
| Q4 2021 | 37 | $1.4B | 104,739,281 | 5 | 12 | 9 | 0.0% |
| Q3 2021 | 35 | $1.4B | 104,008,534 | 3 | 15 | 8 | 0.0% |
| Q2 2021 | 34 | $1.4B | 104,319,230 | 3 | 15 | 7 | 0.0% |
| Q1 2021 | 35 | $1.3B | 104,494,043 | 6 | 12 | 10 | 0.0% |
| Q4 2020 | 33 | $1.1B | 104,645,353 | 3 | 5 | 8 | 0.0% |
| Q3 2020 | 33 | $722.3M | 104,833,883 | 3 | 7 | 11 | 0.0% |
| Q2 2020 | 33 | $782.0M | 113,980,351 | 1 | 12 | 7 | 0.0% |
| Q1 2020 | 38 | $737.4M | 114,301,773 | 3 | 12 | 15 | 0.0% |
| Q4 2019 | 41 | $1.4B | 118,282,121 | 7 | 12 | 12 | 0.0% |
| Q3 2019 | 34 | $1.3B | 118,284,040 | 5 | 9 | 5 | 0.0% |
| Q2 2019 | 30 | $1.3B | 118,271,062 | 2 | 4 | 9 | 0.0% |
| Q1 2019 | 30 | $1.4B | 120,672,782 | 4 | 5 | 11 | 0.0% |
| Q4 2018 | 30 | $1.3B | 121,145,964 | 0 | 0 | 1 | 0.0% |