Citizens Community Bancorp Ownership | Who Owns Citizens Community Bancorp?
Citizens Community Bancorp Ownership Summary
Citizens Community Bancorp is owned by 30.01% institutional investors, 6.57% insiders, and 63.42% retail investors. Wellington management group llp is the largest institutional shareholder, holding 6.12% of CZWI shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 4.42% of its assets in Citizens Community Bancorp shares.
CZWI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Citizens Community Bancorp | 30.01% | 6.57% | 63.42% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
| Industry | Regional Banks Stocks | 31.59% | 12.71% | 55.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 594.00K | 6.12% | $11.76M |
| Vanguard group | 564.25K | 5.81% | $10.05M |
| Blackrock funding, inc. /de | 507.90K | 5.23% | $10.06M |
| Manufacturers life insurance company, the | 484.19K | 4.99% | $9.59M |
| Dimensional fund advisors lp | 346.74K | 3.57% | $6.87M |
| Acadian asset management | 254.71K | 2.62% | $5.03M |
| Gendell jeffrey l | 248.32K | 2.56% | $4.92M |
| Boston partners | 234.61K | 2.42% | $4.65M |
| Banc funds | 206.06K | 2.12% | $4.08M |
| Geode capital management | 204.26K | 2.10% | $4.05M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Rhino investment partners | 162.31K | 0.89% | $3.21M |
| Banc funds | 206.06K | 0.76% | $4.08M |
| Pinnacle | 91.35K | 0.58% | $1.81M |
| Rfg - bristol wealth advisors | 103.68K | 0.55% | $2.05M |
| Gendell jeffrey l | 248.32K | 0.07% | $4.92M |
| Bridgeway capital management | 160.31K | 0.06% | $3.17M |
| Beese fulmer investment management | 18.79K | 0.02% | $372.12K |
| Ritholtz wealth management | 47.19K | 0.02% | $934.36K |
| Empowered funds | 68.61K | 0.01% | $1.36M |
| Manufacturers life insurance company, the | 484.19K | 0.01% | $9.59M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Boston partners | 234.61K | 0.00% | 234.61K |
| Rhino investment partners | 162.31K | 0.89% | 162.31K |
| Acadian asset management | 254.71K | 0.01% | 103.62K |
| Susquehanna group, llp | 94.14K | 0.00% | 94.14K |
| Vanguard fiduciary trust | 60.37K | 0.00% | 60.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Alliancebernstein | 147.56K | 0.00% | -395.52K |
| Fj capital management | - | - | -383.66K |
| Fourthstone | - | - | -168.03K |
| Wellington management group llp | 594.00K | 0.00% | -97.42K |
| Royce & associates lp | - | - | -48.70K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Boston partners | 234.61K | 0.00% | 234.61K | $4.65M |
| Rhino investment partners | 162.31K | 0.89% | 162.31K | $3.21M |
| Susquehanna group, llp | 94.14K | 0.00% | 94.14K | $1.53M |
| Vanguard fiduciary trust | 60.37K | 0.00% | 60.37K | $1.20M |
| Victory capital management | 34.00K | 0.00% | 34.00K | $673.20K |
Sold Out
| Holder | Change |
|---|---|
| Clearstead advisors | -6.00 |
| Covestor | -31.00 |
| Amalgamated bank | -298.00 |
| Innealta capital | -555.00 |
| Harbour investments | -1.00K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 42 | -44.00% | 2,913,465 | -50.67% | 30 | 0.86% | 22 | -45.00% | 10 | -47.37% |
| Sep 30, 2025 | 32 | -49.21% | 2,031,300 | -65.82% | 20 | 0.57% | 18 | -56.10% | 6 | -53.85% |
| Jun 30, 2025 | 63 | 26.00% | 5,940,885 | 7.46% | 59 | 1.94% | 40 | 66.67% | 14 | -17.65% |
| Mar 31, 2025 | 4 | -91.67% | 687,488 | -87.55% | 6 | 0.23% | 2 | -92.59% | 1 | -92.31% |
| Dec 31, 2024 | 48 | 26.32% | 5,521,997 | 3.41% | 54 | 1.97% | 27 | 42.11% | 13 | 30.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 441.30K | 4.42% | - |
| Vanguard Total Stock Mkt Idx Inv | 334.75K | 3.48% | - |
| JHancock Regional Bank A | 276.20K | 2.87% | - |
| iShares Russell 2000 ETF | 187.26K | 1.94% | 1.60K |
| JH Financial Opportunities | 169.12K | 1.76% | - |
| Boston Partners Small Cap Value II Inv | 167.38K | 1.74% | 167.38K |
| John Hancock Financial Opportunities Fund | 169.12K | 1.69% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 114.82K | 1.19% | 14.85K |
| Fidelity Small Cap Index | 86.60K | 0.90% | -351.00 |
| iShares Russell 2000 Value ETF | 79.75K | 0.83% | 427.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 14, 2026 | MOLL JAMES D | - | Sell | $2.10K |
| May 14, 2026 | MOLL JAMES D | - | Sell | $18.47K |
| May 14, 2026 | MOLL JAMES D | - | Sell | $39.82K |
| May 14, 2026 | MOLL JAMES D | - | Sell | $2.62K |
| May 08, 2026 | SKARVAN KATHLEEN | - | Buy | $6.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 5 | 4 |
| 2026 Q1 | - | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 4 | - |
| 2025 Q2 | - | - |
CZWI Ownership FAQ
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