Citizens Community Bancorp Ownership | Who Owns Citizens Community Bancorp?

Citizens Community Bancorp Ownership Summary

Citizens Community Bancorp is owned by 52.00% institutional investors, 4.91% insiders, and 43.09% retail investors. Alliancebernstein is the largest institutional shareholder, holding 9.88% of CZWI shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 4.38% of its assets in Citizens Community Bancorp shares.

CZWI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Citizens Community Bancorp	52.00%	4.91%	43.09%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Alliancebernstein	1.03M	9.88%	$11.93M
Fj capital management	951.59K	9.12%	$11.01M
Banc funds	679.52K	6.51%	$7.86M
Vanguard group	610.73K	5.85%	$7.07M
Manufacturers life insurance company, the	535.51K	5.13%	$6.20M
Dimensional fund advisors lp	280.70K	2.69%	$3.25M
Gendell jeffrey l	250.96K	2.40%	$2.90M
Royce & associates lp	199.52K	1.91%	$2.31M
Bridgeway capital management	176.58K	1.69%	$2.04M
Wellington management group llp	116.64K	1.12%	$1.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Fj capital management	951.59K	1.15%	$11.01M
Banc funds	679.52K	0.93%	$7.86M
Pinnacle	91.58K	0.43%	$1.06M
Gendell jeffrey l	250.96K	0.10%	$2.90M
Bridgeway capital management	176.58K	0.05%	$2.04M
Royce & associates lp	199.52K	0.02%	$2.31M
Empowered funds	55.28K	0.01%	$639.64K
Manufacturers life insurance company, the	535.51K	0.01%	$6.20M
Alliancebernstein	1.03M	0.00%	$11.93M
State of wyoming	1.45K	0.00%	$16.74K

Top Buyers

Holder	Shares	% Assets	Change
Acadian asset management	48.06K	0.00%	9.62K
Alliancebernstein	1.03M	0.00%	4.51K
Raymond james financial services advisors	43.39K	0.00%	4.35K
Empowered funds	55.28K	0.01%	3.96K
Dimensional fund advisors lp	280.70K	0.00%	2.99K

Top Sellers

Holder	Shares	% Assets	Change
Banc funds	679.52K	0.93%	-72.28K
Congress wealth management llc / de /	-	-	-14.99K
Jane street group	-	-	-14.96K
Renaissance	19.30K	0.00%	-6.10K
O'shaughnessy asset management	14.75K	0.00%	-4.64K

Sold Out

Holder	Change
Wells fargo & company/mn	-70.00
Morgan stanley	-266.00
Innealta capital	-555.00
Harbour investments	-1.00K
Jane street group	-14.96K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	38	15.15%	5,339,964	-2.56%	52	1.89%	19	35.71%	10	11.11%
Jun 30, 2024	32	-11.11%	5,461,602	-1.76%	52	1.84%	14	-17.65%	9	-10.00%
Mar 31, 2024	36	2.86%	5,559,370	0.63%	53	1.90%	17	21.43%	10	42.86%
Dec 31, 2023	35	6.06%	5,524,502	-1.24%	52	1.85%	14	16.67%	7	-22.22%
Sep 30, 2023	33	-5.71%	5,594,033	0.66%	53	1.90%	12	-20.00%	9	-10.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	441.30K	4.38%	-
JHancock Regional Bank A	295.27K	2.93%	-917.00
JH Financial Opportunities	169.12K	1.68%	-
Vanguard Institutional Extnd Mkt Idx Tr	145.53K	1.44%	-
Royce Capital Small-Cap Inv	126.32K	1.23%	-15.53K
EA Bridgeway Omni Small-Cap Value ETF	59.33K	0.59%	-
Manulife US Bank Equity Mother Fund	57.00K	0.57%	-10.30K
DFA US Small Cap Value I	55.00K	0.55%	1.08K
Bridgeway Omni Small-Cap Value N	52.50K	0.52%	-
Bridgeway Omni Small-Cap Value	52.50K	0.52%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 04, 2024	Bianchi Stephen M	CEO and President	Buy	$3.40K
Aug 23, 2024	Bianchi Stephen M	CEO and President	Buy	$4.33K
Aug 12, 2024	BROUCEK JAMES S	EVP/CFO/Treasurer/Secretary	Buy	$2.33K
Aug 12, 2024	BROUCEK JAMES S	EVP/CFO/Treasurer/Secretary	Buy	$2.51K
Aug 12, 2024	BROUCEK JAMES S	EVP/CFO/Treasurer/Secretary	Buy	$199.52

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	7	-
2024 Q2	6	-
2024 Q1	4	-
2023 Q4	6	-

CZWI Ownership FAQ

Who Owns Citizens Community Bancorp?

Citizens Community Bancorp shareholders are primarily institutional investors at 52.00%, followed by 4.91% insiders and 43.09% retail investors. The average institutional ownership in Citizens Community Bancorp's industry, Regional Banks Stocks, is 51.67%, which Citizens Community Bancorp exceeds.

Who owns the most shares of Citizens Community Bancorp?

Citizens Community Bancorp’s largest shareholders are Alliancebernstein (1.03M shares, 9.88%), Fj capital management (951.59K shares, 9.12%), and Banc funds (679.52K shares, 6.51%). Together, they hold 25.50% of Citizens Community Bancorp’s total shares outstanding.

Does Blackrock own Citizens Community Bancorp?

BlackRock is not among the top 10 institutional shareholders of Citizens Community Bancorp.

Who is Citizens Community Bancorp’s biggest shareholder by percentage of total assets invested?

Fj capital management is Citizens Community Bancorp’s biggest shareholder by percentage of total assets invested, with 1.15% of its assets in 951.59K Citizens Community Bancorp shares, valued at 11.01M$.

Who is the top mutual fund holder of Citizens Community Bancorp shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Citizens Community Bancorp shares, with 4.38% of its total shares outstanding invested in 441.3K Citizens Community Bancorp shares.

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