Citizens Community Bancorp, Inc. (CZWI) Institutional Ownership

Based on Q1 2026 13F filings, institutional ownership of Citizens Community Bancorp, Inc. stands at 53.6%, held across 84 reporting institutions.

WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of CZWI, with approximately 593,996 shares worth $0.01B as of Q1 2026.

Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of CZWI, including TWO SIGMA INVESTMENTS, LP.

Our composite Smart Money Score for CZWI is 62 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.

15 institutions opened new positions in CZWI during Q1 2026, while 10 fully exited. 54 added to existing positions and 14 trimmed.

CZWI institutional ownership rose by 3.59 percentage points quarter-over-quarter, with a net change of +5 holders.

The top 10 institutions account for 61.7% of all reported 13F value in CZWI, and the top 25 account for 88.7%.

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.