CITIZENS COMMUNITY BANCORP I (CZWI) Top Institutional Shareholders
CITIZENS COMMUNITY BANCORP I (CZWI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $110.40M in CZWI holdings during the latest filing period.
Wellington Management Group Llp is currently the largest disclosed institutional shareholder of CZWI tracked by InsiderSet, reporting ownership valued at approximately $11.76M in its March 31, 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 $12.62M, representing an estimated gain of +7.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed CZWI value among the investors covered in this analysis. Major shareholders include Wellington Management Group Llp, Blackrock, Inc., Manufacturers Life Insurance Company, The, 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
82
Total Reported Value
$110.40M
Largest Holder
Wellington Management Group Llp
Largest Position
$11.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wellington Management Group Llp | 0.00% | 593,996 | $11,761,121 | $12,622,415 | +$861,294 | +7.32% | |
| Blackrock, Inc. | 0.00% | 507,900 | $10,056,421 | $10,792,875 | +$736,454 | +7.32% | |
| Manufacturers Life Insurance Company, The | 0.01% | 484,188 | $9,586,922 | $10,288,995 | +$702,073 | +7.32% | |
| Vanguard Capital Management Llc | 0.00% | 461,221 | $9,132,176 | $9,800,946 | +$668,770 | +7.32% | |
| Dimensional Fund Advisors Lp | 0.00% | 346,741 | $6,865,200 | $7,368,246 | +$503,046 | +7.33% | |
| Gendell Jeffrey L | 0.07% | 248,319 | $4,916,716 | $5,276,779 | +$360,063 | +7.32% | |
| Boston Partners | 0.00% | 234,612 | $4,645,320 | $4,985,505 | +$340,185 | +7.32% | |
| Banc Funds Co Llc | 0.76% | 206,055 | $4,079,889 | $4,378,669 | +$298,780 | +7.32% | |
| Geode Capital Management, Llc | 0.00% | 204,263 | $4,045,839 | $4,340,589 | +$294,750 | +7.29% | |
| Rhino Investment Partners, Inc | 0.89% | 162,312 | $3,213,778 | $3,449,130 | +$235,352 | +7.32% | |
| Bridgeway Capital Management, Llc | 0.06% | 160,312 | $3,174,178 | $3,406,630 | +$232,452 | +7.32% | |
| Daytona Street Capital Llc | 2.35% | 151,244 | $3,048,323 | $3,213,935 | +$165,612 | +5.43% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 147,560 | $2,921,688 | $3,135,650 | +$213,962 | +7.32% | |
| Ubs Group Ag | 0.00% | 133,675 | $2,646,765 | $2,840,594 | +$193,829 | +7.32% | |
| Alliancebernstein L.P. | 0.00% | 147,558 | $2,629,484 | $3,135,608 | +$506,124 | +19.25% | |
| State Street Corp | 0.00% | 124,491 | $2,464,922 | $2,645,434 | +$180,512 | +7.32% | |
| Rfg - Bristol Wealth Advisors, Llc | 0.55% | 103,682 | $2,052,907 | $2,203,243 | +$150,336 | +7.32% | |
| Pinnacle Holdings, Llc | 0.58% | 91,347 | $1,808,671 | $1,941,124 | +$132,453 | +7.32% | |
| Northern Trust Corp | 0.00% | 84,052 | $1,664,230 | $1,786,105 | +$121,875 | +7.32% | |
| Two Sigma Investments, Lp | 0.00% | 74,411 | $1,473,338 | $1,581,234 | +$107,896 | +7.32% | |
| Empowered Funds, Llc | 0.01% | 68,613 | $1,358,537 | $1,458,026 | +$99,489 | +7.32% | |
| Vanguard Fiduciary Trust Co | 0.00% | 60,366 | $1,195,247 | $1,282,778 | +$87,531 | +7.32% | |
| Hsbc Holdings Plc | 0.00% | 59,254 | $1,177,970 | $1,259,148 | +$81,178 | +6.89% | |
| First Manhattan Co. Llc. | 0.00% | 57,624 | $1,140,955 | $1,224,510 | +$83,555 | +7.32% | |
| O'Shaughnessy Asset Management, Llc | 0.01% | 55,595 | $1,100,781 | $1,181,394 | +$80,613 | +7.32% | |
| Vanguard Portfolio Management Llc | 0.00% | 53,820 | $1,065,636 | $1,143,675 | +$78,039 | +7.32% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 53,400 | $1,057,320 | $1,134,750 | +$77,430 | +7.32% |
| Goldman Sachs Group Inc | 0.00% | 50,719 | $1,004,236 | $1,077,779 | +$73,543 | +7.32% | |
| Ritholtz Wealth Management | 0.02% | 47,190 | $934,358 | $1,002,788 | +$68,430 | +7.32% | |
| Morgan Stanley | 0.00% | 36,462 | $721,953 | $774,818 | +$52,865 | +7.32% | |
| Victory Capital Management Inc | 0.00% | 34,000 | $673,200 | $722,500 | +$49,300 | +7.32% | |
| Bank Of New York Mellon Corp | 0.00% | 30,918 | $612,177 | $657,008 | +$44,831 | +7.32% | |
| Ameriprise Financial Inc | 0.00% | 30,414 | $602,197 | $646,298 | +$44,101 | +7.32% | |
| Barclays Plc | 0.00% | 28,887 | $571,963 | $613,849 | +$41,886 | +7.32% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,880 | $571,820 | $613,700 | +$41,880 | +7.32% | |
| Charles Schwab Investment Management Inc | 0.00% | 27,831 | $551,054 | $591,409 | +$40,355 | +7.32% | |
| Aqr Capital Management Llc | 0.00% | 22,819 | $451,819 | $484,904 | +$33,085 | +7.32% | |
| Beese Fulmer Investment Management, Inc. | 0.02% | 18,794 | $372,121 | $399,373 | +$27,252 | +7.32% | |
| Osaic Holdings, Inc. | 0.00% | 17,991 | $356,214 | $382,309 | +$26,095 | +7.33% | |
| Strs Ohio | 0.00% | 17,500 | $346,500 | $371,875 | +$25,375 | +7.32% | |
| Prudential Financial Inc | 0.00% | 16,035 | $317,493 | $340,744 | +$23,251 | +7.32% | |
| Trexquant Investment Lp | 0.00% | 14,293 | $283,001 | $303,726 | +$20,725 | +7.32% | |
| Bank Of America Corp | 0.00% | 13,704 | $271,339 | $291,210 | +$19,871 | +7.32% | |
| &Partners | 0.00% | 11,200 | $221,760 | $238,000 | +$16,240 | +7.32% | |
| Sei Investments Co | 0.00% | 10,177 | $201,507 | $216,261 | +$14,754 | +7.32% | |
| Deutsche Bank Ag\ | 0.00% | 7,719 | $152,836 | $164,029 | +$11,193 | +7.32% | |
| Rhumbline Advisers | 0.00% | 7,025 | $139,092 | $149,281 | +$10,189 | +7.33% | |
| Metlife Investment Management, Llc | 0.00% | 5,605 | $110,979 | $119,106 | +$8,127 | +7.32% | |
| Mirae Asset Global Etfs Holdings Ltd. | 0.00% | 4,515 | $89,397 | $95,944 | +$6,547 | +7.32% | |
| New York State Common Retirement Fund | 0.00% | 4,400 | $87,120 | $93,500 | +$6,380 | +7.32% |
Frequently asked questions about CZWI
Who owns the most CZWI stock?
The largest holders of CZWI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for CITIZENS COMMUNITY BANCORP I (CZWI).
Is CZWI widely held by superinvestors?
Many widely followed stocks like CZWI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CZWI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.