CZWI Institutional Ownership & Shareholders

CITIZENS COMMUNITY BANCORP I (CZWI) is currently held by 96 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $129.60M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of CZWI tracked by InsiderSet, reporting ownership valued at approximately $14.80M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $14.82M, representing an estimated gain of +0.17% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed CZWI value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Manufacturers Life Insurance Company, The, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in CITIZENS COMMUNITY BANCORP I (CZWI).

This page ranks the largest institutional CZWI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

96

Total Reported Value

$129.60M

Largest Holder

Blackrock, Inc.

Largest Position

$14.80M

Insider Transactions (90d)

2

Latest Filing Quarter

Q2 2026

New Institutional Positions

110

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.00%632,627$14,797,145$14,822,451+$25,306+0.17%
Manufacturers Life Insurance Company, The0.01%480,842$11,246,894$11,266,128+$19,234+0.17%
Vanguard Capital Management Llc0.00%413,376$9,668,865$9,685,400+$16,535+0.17%
Dimensional Fund Advisors Lp0.00%376,262$8,800,803$8,815,819+$15,016+0.17%
Boston Partners0.01%281,634$6,587,420$6,598,685+$11,265+0.17%
Acadian Asset Management Llc0.01%281,294$6,567,000$6,590,718+$23,718+0.36%
Gendell Jeffrey L0.05%248,319$5,808,181$5,818,114+$9,933+0.17%
Geode Capital Management, Llc0.00%230,737$5,398,748$5,406,168+$7,420+0.14%
Banc Funds Co Llc0.75%195,055$4,562,336$4,570,139+$7,803+0.17%
Two Sigma Investments, Lp0.00%159,050$3,720,180$3,726,542+$6,362+0.17%
Bridgeway Capital Management, Llc0.06%158,017$3,696,018$3,702,338+$6,320+0.17%
Arrowstreet Capital, Limited Partnership0.00%147,560$3,451,428$3,457,331+$5,903+0.17%
Rhino Investment Partners, Inc1.02%144,034$3,368,955$3,374,717+$5,762+0.17%
State Street Corp0.00%134,310$3,141,511$3,146,883+$5,372+0.17%
Mackenzie Financial Corp0.00%112,055$2,620,966$2,625,449+$4,483+0.17%
Renaissance Technologies LLCJim Simons0.00%107,200$2,507,408$2,511,696+$4,288+0.17%
Alliancebernstein L.P.0.00%110,737$2,192,593$2,594,568+$401,975+18.33%
Rfg - Bristol Wealth Advisors, Llc0.51%102,195$2,157,330$2,394,429+$237,099+10.99%
Pinnacle Holdings, Llc0.66%91,262$2,134,618$2,138,269+$3,651+0.17%
Daytona Street Capital Llc1.30%84,911$1,822,615$1,989,465+$166,850+9.15%
Northern Trust Corp0.00%74,164$1,734,696$1,737,663+$2,967+0.17%
O'Shaughnessy Asset Management, Llc0.01%71,842$1,680,384$1,683,258+$2,874+0.17%
Empowered Funds, Llc0.01%71,318$1,668,128$1,670,981+$2,853+0.17%
Vanguard Fiduciary Trust Co0.00%64,184$1,501,264$1,503,831+$2,567+0.17%
Vanguard Portfolio Management Llc0.00%62,236$1,455,700$1,458,189+$2,489+0.17%
Hsbc Holdings Plc0.00%53,522$1,245,457$1,254,020+$8,563+0.69%
First Manhattan Co. Llc.0.00%52,624$1,230,875$1,232,980+$2,105+0.17%
Ritholtz Wealth Management0.02%52,107$1,218,792$1,220,867+$2,075+0.17%
Citadel Advisors Llc0.00%44,925$1,050,796$1,052,593+$1,797+0.17%
Victory Capital Management Inc0.00%41,800$977,702$979,374+$1,672+0.17%
Goldman Sachs Group Inc0.00%36,501$853,759$855,218+$1,459+0.17%
Morgan Stanley0.00%34,909$816,532$817,918+$1,386+0.17%
Aqr Capital Management Llc0.00%32,783$766,800$768,106+$1,306+0.17%
Bank Of New York Mellon Corp0.00%32,258$754,503$755,805+$1,302+0.17%
Ameriprise Financial Inc0.00%31,505$736,901$738,162+$1,261+0.17%
Charles Schwab Investment Management Inc0.00%30,693$717,909$719,137+$1,228+0.17%
Commonwealth Equity Services, Llc0.00%29,880$698,900$700,088+$1,188+0.17%
Strs Ohio0.00%32,500$686,075$761,475+$75,400+10.99%
Barclays Plc0.00%26,854$628,115$629,189+$1,074+0.17%
Nuveen, Llc0.00%22,119$517,363$518,248+$885+0.17%
Sei Investments Co0.00%19,877$464,926$465,718+$792+0.17%
Trexquant Investment Lp0.00%19,691$460,572$461,360+$788+0.17%
Osaic Holdings, Inc.0.00%19,491$455,885$456,674+$789+0.17%
Occudo Quantitative Strategies Lp0.02%19,020$444,878$445,639+$761+0.17%
Prudential Financial Inc0.00%17,335$405,466$406,159+$693+0.17%
Ubs Group Ag0.00%17,157$401,302$401,989+$687+0.17%
Beese Fulmer Investment Management, Inc.0.02%18,808$397,037$440,671+$43,634+10.99%
Millennium Management Llc0.00%15,727$367,855$368,484+$629+0.17%
Los Angeles Capital Management Llc0.00%13,895$325,004$325,560+$556+0.17%
Marshall Wace, Llp0.00%12,745$298,106$298,615+$509+0.17%
Showing 50 of 96

Frequently asked questions about CZWI

  • Who are the largest institutional holders of CZWI?

    The largest institutional holders of CZWI reported in the latest SEC Form 13F filings include Blackrock, Inc., Manufacturers Life Insurance Company, The, Vanguard Capital Management Llc, Dimensional Fund Advisors Lp, and Boston Partners. InsiderSet ranks institutional holders by their latest reported CZWI position.

  • What is CZWI institutional ownership?

    This page tracks CZWI positions reported by institutional investment managers through SEC Form 13F. CITIZENS COMMUNITY BANCORP I (CZWI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own CZWI?

    InsiderSet currently tracks 96 institutional managers reporting CZWI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of CZWI shareholders.

  • How much CZWI stock do institutions own?

    Institutional investment managers disclosed approximately $129.60M in CZWI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was CZWI institutional ownership last updated?

    The latest CZWI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional CZWI holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its CZWI position after the reporting date.

  • Are institutions buying or selling CZWI?

    Institutional buying and selling can be analyzed by comparing CZWI positions across consecutive 13F reporting periods. InsiderSet's CZWI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View CZWI ownership changes.

  • How has CZWI institutional ownership changed over time?

    InsiderSet tracks CZWI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.