CITIZENS, INC. - Class A Stock (CIA) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Class A Stock
Symbol
CIA on NYSE
Shares outstanding
50,420,862
Price per share
$5.55
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
13,896,683
Total reported value
$67,122,468
% of total 13F portfolios
0%
Share change
+812,033
Value change
+$3,922,165
Number of holders
64
Price from insider filings
$5.55
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of CITIZENS, INC. - Class A Stock (CIA) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 5.8% $10,203,559 2,924,410 BlackRock, Inc. 30 Jun 2025

As of 31 Dec 2025, 64 institutional investors reported holding 13,896,683 shares of CITIZENS, INC. - Class A Stock (CIA). This represents 28% of the company’s total 50,420,862 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of CITIZENS, INC. - Class A Stock (CIA) together control 27% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 6.5% 3,300,408 +3.7% 0% $15,940,970
VANGUARD GROUP INC 5% 2,501,141 +2.5% 0% $12,080,511
CONTINENTAL GENERAL INSURANCE CO 4.3% 2,176,694 +35% 2.2% $10,513,432
GEODE CAPITAL MANAGEMENT, LLC 2% 1,030,633 +0.16% 0% $4,979,088
UBS Group AG 1.5% 768,187 -12% 0% $3,710,343
STATE STREET CORP 1.2% 617,732 +7.6% 0% $2,983,646
First Eagle Investment Management, LLC 1.2% 587,750 -0.17% 0% $2,838,833
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.94% 473,232 +4.9% 0.05% $2,285,711
NORTHERN TRUST CORP 0.63% 318,428 -7.5% 0% $1,538,007
DIMENSIONAL FUND ADVISORS LP 0.54% 271,276 +0.23% 0% $1,310,264
Empowered Funds, LLC 0.44% 220,243 +13% 0.01% $1,063,774
BARCLAYS PLC 0.43% 215,908 +6.8% 0% $1,042,835
RENAISSANCE TECHNOLOGIES LLC 0.35% 175,594 -11% 0% $848,119
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.27% 137,874 0% 0% $665,931
Bank of New York Mellon Corp 0.23% 115,681 +1.7% 0% $558,739
GOLDMAN SACHS GROUP INC 0.2% 99,592 +46% 0% $481,030
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.18% 89,099 -6.9% 0% $430,348
PRICE T ROWE ASSOCIATES INC /MD/ 0.14% 70,353 +6.7% 0% $340,000
Nuveen, LLC 0.12% 61,184 +4.3% 0% $295,519
GSA CAPITAL PARTNERS LLP 0.12% 61,056 +61% 0.03% $295,000
MORGAN STANLEY 0.12% 58,360 +64% 0% $281,879
HighTower Advisors, LLC 0.1% 52,000 0% 0% $251,160
WELLS FARGO & COMPANY/MN 0.1% 50,703 +46% 0% $244,895
Metis Global Partners, LLC 0.08% 41,923 0% $202,488
DEUTSCHE BANK AG\ 0.08% 40,968 +7.1% 0% $197,875

Institutional Holders of CITIZENS, INC. - Class A Stock (CIA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 13,896,683 $67,122,468 +$3,922,165 $4.83 64
2025 Q3 13,115,585 $68,859,251 +$5,792,000 $5.25 61
2025 Q2 12,170,042 $42,476,128 +$6,108,694 $3.49 61
2025 Q1 10,185,826 $46,346,899 +$7,671,670 $4.55 52
2024 Q4 8,524,293 $34,184,042 +$6,289,717 $4.01 49
2024 Q3 6,493,158 $23,505,784 +$1,374,435 $3.62 42
2024 Q2 6,118,853 $16,643,361 -$1,864,239 $2.72 36
2024 Q1 6,873,932 $14,709,689 +$27,229 $2.14 38
2023 Q4 6,768,227 $18,206,393 +$1,530,602 $2.69 44
2023 Q3 6,183,873 $17,622,067 -$104,308 $2.85 35
2023 Q2 6,338,444 $15,275,084 -$976,436 $2.41 32
2023 Q1 6,720,104 $24,933,585 -$245,259 $3.71 37
2022 Q4 6,840,358 $14,571,857 -$4,896,144 $2.13 37
2022 Q3 8,372,270 $27,964,003 -$2,207,573 $3.34 38
2022 Q2 8,960,162 $37,542,174 -$10,375,798 $4.19 52
2022 Q1 11,527,712 $48,888,234 -$232,403 $4.24 52
2021 Q4 11,565,573 $61,528,651 +$1,463,047 $5.31 52
2021 Q3 11,277,242 $69,948,085 -$2,280,804 $6.21 51
2021 Q2 11,665,470 $61,714,387 -$4,772,590 $5.29 53
2021 Q1 12,557,254 $72,705,242 -$1,774,470 $5.79 65
2020 Q4 12,854,494 $73,659,116 +$2,104,501 $5.73 56
2020 Q3 12,493,326 $69,215,449 +$1,028,319 $5.54 53
2020 Q2 12,290,558 $73,614,736 -$709,800 $5.99 52
2020 Q1 12,413,185 $80,928,385 +$388,132 $6.52 53
2019 Q4 12,348,883 $83,350,925 +$3,707,673 $6.75 50
2019 Q3 11,794,497 $81,029,821 +$2,177,017 $6.87 52
2019 Q2 11,477,366 $83,778,984 +$3,246,268 $7.30 50
2019 Q1 11,237,217 $74,949,752 -$534,935 $6.67 53
2018 Q4 11,293,321 $84,919,836 +$1,466,736 $7.52 54
2018 Q3 11,087,891 $93,133,128 +$1,728,624 $8.40 55
2018 Q2 10,884,147 $84,791,963 +$3,870,753 $7.79 57
2018 Q1 10,405,385 $76,160,465 -$234,652 $7.32 53
2017 Q4 10,437,159 $76,713,956 +$1,419,542 $7.35 56
2017 Q3 10,196,941 $74,956,233 +$342,673 $7.35 51
2017 Q2 10,150,466 $74,910,968 +$1,740,144 $7.38 52
2017 Q1 9,913,282 $73,654,849 +$20,718,622 $7.43 51
2016 Q4 10,218,136 $100,339,882 +$3,641,953 $9.82 60
2016 Q3 9,850,970 $92,136,173 +$5,184,399 $9.36 62
2016 Q2 9,303,106 $70,703,950 -$62,116 $7.60 57
2016 Q1 9,321,839 $67,478,000 -$167,495 $7.24 57
2015 Q4 9,338,351 $69,386,963 +$1,199,507 $7.43 57
2015 Q3 9,172,356 $68,053,800 -$1,181,301 $7.42 56
2015 Q2 9,330,546 $69,599,024 +$1,952,424 $7.46 61
2015 Q1 9,081,483 $56,089,619 +$517,354 $6.16 60
2014 Q4 8,986,508 $68,256,163 +$2,243,899 $7.60 55
2014 Q3 8,693,093 $56,156,586 -$497,084 $6.46 56
2014 Q2 8,760,362 $64,826,171 -$1,919,135 $7.40 61
2014 Q1 9,014,744 $66,640,574 +$286,856 $7.40 53