Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CZFS held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 355K | $25.7M | +7.0% | 7.379% | 0.00% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 201K | $14.5M | -0.4% | 4.179% | 0.00% |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | 120K | $8.7M | +6.5% | 2.494% | 0.00% |
| 4 | CITIZENS & NORTHERN CORP | 117K | $8.5M | 0.0% | 2.436% | 1.94% |
| 5 | STATE STREET CORP | 93K | $6.7M | -1.2% | 1.932% | 0.00% |
| 6 | Hudock, Inc. | 78K | $5.7M | +91.5% | 1.625% | 0.72% |
| 7 | AMERICAN CENTURY COMPANIES INC | 44K | $3.2M | -0.2% | 0.918% | 0.00% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 39K | $2.8M | +2.9% | 0.805% | 0.00% |
| 9 | NORTHERN TRUST CORP | 37K | $2.7M | +0.8% | 0.778% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 32K | $2.3M | +5.4% | 0.670% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 32K | $2.3M | +10.7% | 0.658% | 0.00% |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | 31K | $2.3M | +19.9% | 0.652% | 0.00% |
| 13 | SEGALL BRYANT & HAMILL, LLC | 21K | $1.5M | 0.0% | 0.431% | 0.02% |
| 14 | De Lisle Partners LLP | 21K | $1.5M | 0.0% | 0.427% | 0.16% |
| 15 | Quantinno Capital Management LP | 20K | $1.5M | +47.3% | 0.424% | 0.00% |
| 16 | Cyndeo Wealth Partners, LLC | 16K | $1.2M | +0.5% | 0.341% | 0.06% |
| 17 | Bank of New York Mellon Corp | 16K | $1.2M | +5.9% | 0.341% | 0.00% |
| 18 | GOLDMAN SACHS GROUP INC | 12K | $868K | -31.9% | 0.249% | 0.00% |
| 19 | LAWOOD & CO | 11K | $777K | 0.0% | 0.223% | 0.53% |
| 20 | STRS OHIO | 10K | $710K | +53.1% | 0.204% | 0.00% |
| 21 | Trexquant Investment LP | 10K | $699K | -2.5% | 0.201% | 0.00% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 9K | $681K | +146.6% | 0.196% | 0.00% |
| 23 | MARSHALL WACE, LLP | 9K | $660K | -49.9% | 0.190% | 0.00% |
| 24 | WELLS FARGO & COMPANY/MN | 8K | $591K | +36.5% | 0.170% | 0.00% |
| 25 | GREAT LAKES ADVISORS, LLC | 8K | $565K | -2.9% | 0.162% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CZFS β a direct measure of their conviction.
Filings activity in CZFS during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | +0.0% | 30.78% | +1.66 pp | $106M | +25% |
| Q1 2026 | 87 | +6.1% | 29.12% | +0.70 pp | $85M | +9.9% |
| Q4 2025 | 82 | +7.9% | 28.42% | +1.42 pp | $78M | 0.2% |
| Q3 2025 | 76 | +5.6% | 27.00% | +0.35 pp | $78M | +4.5% |
| Q2 2025 | 72 | +1.4% | 26.65% | 15.41 pp | $74M | 27% |
| Q1 2025 | 71 | +7.6% | 42.06% | +14.09 pp | $102M | +33% |
| Q4 2024 | 66 | +12% | 27.97% | +4.23 pp | $77M | +16% |
| Q3 2024 | 59 | β | 23.74% | β | $66M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CZFS stock.
Based on Q2 2026 13F filings, institutional ownership of Citizens Financial Services, Inc. stands at 30.8%, held across 87 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CZFS, with approximately 354,551 shares worth $0.03B as of Q2 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of CZFS.
Our composite Smart Money Score for CZFS is 51 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
5 institutions opened new positions in CZFS during Q2 2026, while 3 fully exited. 69 added to existing positions and 12 trimmed.
CZFS institutional ownership rose by 1.66 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 75.9% of all reported 13F value in CZFS, and the top 25 account for 91.8%.
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 Financial Services, Inc. (CZFS) Institutional Ownership