Security Snapshot

Citizens Community Bancorp Inc. - Common Stock (CZWI) Institutional Ownership

CUSIP: 174903104

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q4 2025

Institutions Reporting

79

Shares (Excl. Options)

5,912,967

Price

$17.82

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Type / Class
Equity / Common Stock
Symbol
CZWI on Nasdaq
Shares outstanding
9,697,768
Price per share
$19.80
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
5,912,967
Total reported value
$105,357,637
% of total 13F portfolios
0%
Share change
-143,915
Value change
-$2,411,793
Number of holders
79
Price from insider filings
$19.80
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • CZWI - Citizens Community Bancorp Inc. - Common Stock is tracked under CUSIP 174903104.
  • 79 institutions reported positions in Q4 2025.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 79 to 6 between Q4 2025 and Q1 2026.
  • Reported value moved from $105,357,637 to $3,425,454.

Why This Matters

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 79 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 174903104?
CUSIP 174903104 identifies CZWI - Citizens Community Bancorp Inc. - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

Significant Owners of Citizens Community Bancorp Inc. - Common Stock (CZWI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 7.2% $12,321,067 691,414 Wellington Management Group LLP 31 Dec 2025
ALLIANCEBERNSTEIN L.P. 5.6% $9,677,596 543,075 AllianceBernstein L.P. 31 Dec 2025
FJ Capital Management LLC 4.9% -26% $7,584,074 -$2,466,752 489,611 -25% Martin Friedman 30 Jun 2025
Fourthstone LLC 1.7% -72% $2,994,277 -$6,361,918 168,029 -68% Fourthstone LLC 31 Dec 2025

As of 31 Dec 2025, 79 institutional investors reported holding 5,912,967 shares of Citizens Community Bancorp Inc. - Common Stock (CZWI). This represents 61% of the company’s total 9,697,768 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Citizens Community Bancorp Inc. - Common Stock (CZWI) together control 56% 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
WELLINGTON MANAGEMENT GROUP LLP 7.1% 691,414 +123% 0% $12,320,997
VANGUARD GROUP INC 5.8% 564,248 +0.92% 0% $10,054,899
ALLIANCEBERNSTEIN L.P. 5.6% 543,075 -39% 0% $9,677,597
MANUFACTURERS LIFE INSURANCE COMPANY, THE 5.1% 490,493 -0.48% 0.01% $8,740,585
BlackRock, Inc. 4.8% 468,801 +7% 0% $8,354,034
DIMENSIONAL FUND ADVISORS LP 3.5% 336,226 +2.1% 0% $5,991,514
GENDELL JEFFREY L 2.6% 248,319 0% 0.08% $4,425,045
BANC FUNDS CO LLC 2.5% 246,286 0% 0.87% $4,388,817
GEODE CAPITAL MANAGEMENT, LLC 2.2% 212,252 -4.3% 0% $3,782,755
UBS Group AG 1.8% 169,805 +124% 0% $3,025,925
Fourthstone LLC 1.7% 168,029 -68% 0.56% $2,994,277
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.6% 156,284 0% 0.06% $2,784,981
Daytona Street Capital LLC 1.6% 151,644 0% 2.2% $2,702,296
ACADIAN ASSET MANAGEMENT LLC 1.6% 151,098 +24% 0% $2,682,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.2% 120,872 +23% 0% $2,153,939
STATE STREET CORP 1.1% 102,103 +0.42% 0% $1,819,475
RFG - Bristol Wealth Advisors, LLC 0.96% 92,950 +4.5% 0.46% $1,656,378
Pinnacle Holdings, LLC 0.94% 91,347 0% 0.55% $1,627,804
NORTHERN TRUST CORP 0.81% 78,927 -7.5% 0% $1,406,479
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.61% 59,034 -5.9% 0.01% $1,051,986
FIRST MANHATTAN CO. LLC. 0.59% 57,624 0% 0% $1,026,860
ROYCE & ASSOCIATES LP 0.5% 48,702 -45% 0.01% $867,870
TWO SIGMA INVESTMENTS, LP 0.47% 45,256 +223% 0% $806,462
RENAISSANCE TECHNOLOGIES LLC 0.45% 44,100 +5.8% 0% $785,862
MORGAN STANLEY 0.45% 43,444 +49% 0% $774,172

Institutional Holders of Citizens Community Bancorp Inc. - Common Stock (CZWI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 170,288 $3,425,454 -$11,689 $19.80 6
2025 Q4 5,912,967 $105,357,637 -$2,411,793 $17.82 79
2025 Q3 5,905,628 $94,898,570 +$661,234 $16.07 75
2025 Q2 5,943,549 $82,013,933 +$5,618,682 $13.80 63
2025 Q1 5,528,640 $79,492,743 -$45,421 $14.38 50
2024 Q4 5,521,903 $89,945,459 +$1,769,004 $16.29 48
2024 Q3 5,339,964 $75,663,468 -$1,997,877 $14.17 38
2024 Q2 5,480,380 $63,406,763 -$931,878 $11.57 33
2024 Q1 5,559,370 $67,544,832 +$436,151 $12.15 36
2023 Q4 5,539,755 $64,869,104 +$984,065 $11.71 36
2023 Q3 5,609,286 $53,846,267 +$631,250 $9.60 34
2023 Q2 5,585,814 $49,432,818 -$694,549 $8.85 37
2023 Q1 5,599,266 $59,404,996 -$836,448 $10.61 39
2022 Q4 5,669,317 $68,197,168 -$850,066 $12.03 44
2022 Q3 5,853,342 $71,251,228 -$413,405 $12.17 40
2022 Q2 5,887,167 $81,273,013 +$204,286 $13.83 39
2022 Q1 5,869,725 $88,690,233 -$1,538,265 $15.11 37
2021 Q4 5,974,977 $82,276,344 +$2,089,210 $13.77 34
2021 Q3 5,244,251 $72,200,366 -$1,201,473 $13.75 34
2021 Q2 5,332,276 $72,972,496 -$2,422,850 $13.68 34
2021 Q1 5,509,259 $68,368,885 -$1,526,420 $12.41 35
2020 Q4 5,658,288 $61,612,047 +$823,626 $10.89 32
2020 Q3 5,662,066 $39,010,977 -$711,726 $6.89 32
2020 Q2 5,767,567 $39,621,082 +$113,093 $6.86 32
2020 Q1 5,765,418 $37,299,760 -$2,744,120 $6.45 38
2019 Q4 6,087,951 $74,189,097 -$2,903,327 $12.22 40
2019 Q3 5,488,948 $60,652,890 +$3,791,512 $11.07 34
2019 Q2 5,146,246 $56,077,499 -$716,710 $10.84 29
2019 Q1 5,210,312 $62,158,844 -$2,374,133 $11.93 29
2018 Q4 5,409,797 $58,977,615 +$16,124,982 $10.90 29
2018 Q3 3,725,993 $52,163,660 +$16,475,341 $14.00 26
2018 Q2 2,549,144 $36,066,603 +$1,369,737 $14.15 26
2018 Q1 2,452,262 $34,331,414 +$348,008 $14.00 23
2017 Q4 2,431,313 $32,816,666 +$906,169 $13.49 21
2017 Q3 2,363,959 $32,961,403 +$2,246,890 $13.95 21
2017 Q2 2,202,887 $30,582,666 +$3,284,916 $13.96 20
2017 Q1 1,962,448 $27,165,142 +$4,591,050 $13.85 20
2016 Q4 1,643,251 $20,424,000 +$2,950,799 $12.43 21
2016 Q3 1,405,816 $15,719,000 +$1,148,963 $11.18 16
2016 Q2 1,303,582 $13,511,000 +$583,809 $10.36 15
2016 Q1 1,249,634 $11,187,000 -$229,316 $8.95 13
2015 Q4 1,265,951 $11,968,000 -$789,439 $9.45 15
2015 Q3 1,349,685 $11,932,000 -$149,192 $8.84 15
2015 Q2 1,366,483 $12,520,000 +$206,640 $9.16 13
2015 Q1 1,343,914 $12,386,000 +$450,024 $9.25 15
2014 Q4 1,294,598 $11,810,000 +$930,234 $9.10 16
2014 Q3 1,193,983 $10,591,000 +$1,230,166 $8.89 16
2014 Q2 1,061,963 $9,021,000 +$146,467 $8.50 10
2014 Q1 1,044,757 $8,359,000 -$37,329 $8.00 10