| 0.00% |
| 4 | UBS Group AG | 1.2M | $6.8M | +83.9% | 2.351% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.1M | $6.4M | +6.5% | 2.217% | 0.00% |
| 6 | STATE STREET CORP | 668K | $3.8M | -0.1% | 1.321% | 0.00% |
| 7 | First Eagle Investment Management, LLC | 584K | $3.4M | +0.2% | 1.155% | 0.00% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 513K | $2.9M | +3.7% | 1.014% | 0.05% |
| 9 | NORTHERN TRUST CORP | 378K | $2.2M | +9.6% | 0.747% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 308K | $1.8M | +18.2% | 0.608% | 0.00% |
| 11 | VANGUARD FIDUCIARY TRUST CO | 305K | $1.7M | +5.5% | 0.603% | 0.00% |
| 12 | DIMENSIONAL FUND ADVISORS LP | 266K | $1.5M | 0.0% | 0.527% | 0.00% |
| 13 | Empowered Funds, LLC | 257K | $1.5M | +7.7% | 0.508% | 0.01% |
| 14 | RENAISSANCE TECHNOLOGIES LLC | 162K | $932K | -5.9% | 0.321% | 0.00% |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 131K | $753K | +5.5% | 0.260% | 0.00% |
| 16 | Bank of New York Mellon Corp | 125K | $717K | +10.4% | 0.247% | 0.00% |
| 17 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 89K | $511K | 0.0% | 0.176% | 0.00% |
| 18 | CITADEL ADVISORS LLC | 83K | $474K | — | 0.163% | 0.00% |
| 19 | GOLDMAN SACHS GROUP INC | 77K | $444K | -42.2% | 0.153% | 0.00% |
| 20 | Squarepoint Ops LLC | 66K | $381K | +25.0% | 0.132% | 0.00% |
| 21 | HighTower Advisors, LLC | 63K | $359K | -17.7% | 0.124% | 0.00% |
| 22 | Nuveen, LLC | 61K | $351K | 0.0% | 0.121% | 0.00% |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 59K | $339K | +270.7% | 0.117% | 0.00% |
| 24 | BARCLAYS PLC | 46K | $263K | -67.5% | 0.091% | 0.00% |
| 25 | Merit Financial Group, LLC | 43K | $246K | — | 0.085% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CIA — a direct measure of their conviction.
| 20.47% |
| +2.57 pp |
| $46M |
| +30% |
| Q4 2024 | 50 | +11% | 17.90% | +4.55 pp | $35M | +45% |
| Q3 2024 | 45 | — | 13.35% | — | $24M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
9 institutions opened new positions in CIA during Q2 2026, while 4 fully exited. 55 added to existing positions and 13 trimmed.
CIA institutional ownership rose by 2.59 percentage points quarter-over-quarter, with a net change of +3 holders.
The top 10 institutions account for 84.5% of all reported 13F value in CIA, and the top 25 account for 96.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Citizens, Inc. (CIA) Institutional Ownership