Citizens, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 3.58 M | $20.54 M | 9.53% | 7.14% |
| CONTINENTAL GENERAL INSURANCE CO | 08/13/2026 | 2.65 M | $15.20 M | 3.77% | 5.28% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.99 M | $11.39 M | 1.54% | 3.96% |
| UBS GROUP AG | 08/13/2026 | 1.19 M | $6.82 M | 83.90% | 2.37% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 1.12 M | $6.43 M | 6.50% | 2.24% |
| STATE STREET CORP | 08/07/2026 | 667.71 K | $3.83 M | -0.11% | 1.33% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/24/2026 | 584.05 K | $3.35 M | 0.22% | 1.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 512.71 K | $2.94 M | 3.70% | 1.02% |
| NORTHERN TRUST CORP | 08/13/2026 | 377.52 K | $2.17 M | 9.59% | 0.75% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 307.51 K | $1.77 M | 18.18% | 0.61% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 304.81 K | $1.75 M | 5.54% | 0.61% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 266.37 K | $1.53 M | 0.00% | 0.53% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 256.78 K | $1.47 M | 7.67% | 0.51% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 162.39 K | $932.14 K | -5.86% | 0.32% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 131.25 K | $753.39 K | 5.50% | 0.26% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 131.25 K | $753.39 K | 100.00% | 0.26% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 124.95 K | $717.21 K | 10.44% | 0.25% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 90.57 K | $520.00 K | 25.88% | 0.18% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 89.10 K | $511.43 K | 0.00% | 0.18% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 77.43 K | $444.44 K | -42.21% | 0.15% |
| CITADEL ADVISORS LLC | 09/02/2026 | 71.50 K | $410.41 K | 100.00% | 0.14% |
| SQUAREPOINT OPS LLC | 08/14/2026 | 66.46 K | $381.46 K | 25.02% | 0.13% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 62.50 K | $358.75 K | -17.67% | 0.12% |
| NUVEEN, LLC | 08/11/2026 | 61.18 K | $351.20 K | 0.00% | 0.12% |
| BARCLAYS PLC | 08/14/2026 | 45.84 K | $263.13 K | -67.49% | 0.09% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 42.87 K | $246.09 K | 100.00% | 0.09% |
| DEUTSCHE BANK AG\ | 08/07/2026 | 39.03 K | $224.03 K | -17.21% | 0.08% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 38.50 K | $221.00 K | 125.30% | 0.08% |
| RHUMBLINE ADVISERS | 08/12/2026 | 36.42 K | $209.04 K | 12.09% | 0.07% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 34.89 K | $200.28 K | -17.72% | 0.07% |
| GSA CAPITAL PARTNERS LLP | 08/06/2026 | 32.48 K | $186.00 K | 126.32% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 31.70 K | $181.96 K | 100.00% | 0.06% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 27.30 K | $156.70 K | 100.00% | 0.05% |
| INVESCO LTD. | 08/14/2026 | 26.78 K | $153.73 K | -14.80% | 0.05% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 26.36 K | $151.28 K | 582.77% | 0.05% |
| METLIFE INVESTMENT MANAGEMENT, LLC | 08/14/2026 | 25.62 K | $147.07 K | 33.46% | 0.05% |
| METIS GLOBAL PARTNERS, LLC | 08/10/2026 | 24.09 K | $138.29 K | 0.00% | 0.05% |
| MARIETTA WEALTH MANAGEMENT, LLC | 08/03/2026 | 23.79 K | $136.58 K | 0.00% | 0.05% |
| CITIGROUP INC | 08/03/2026 | 21.19 K | $121.64 K | 273.94% | 0.04% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 08/14/2026 | 21.17 K | $121.53 K | -1.59% | 0.04% |
| JPMORGAN CHASE & CO | 08/12/2026 | 19.12 K | $118.17 K | 4.01% | 0.04% |
| MORGAN STANLEY | 08/13/2026 | 18.97 K | $108.89 K | -21.09% | 0.04% |
| OCCUDO QUANTITATIVE STRATEGIES LP | 08/13/2026 | 17.96 K | $103.08 K | 100.00% | 0.04% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 17.48 K | $100.34 K | 0.00% | 0.03% |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 07/23/2026 | 17.08 K | $98.02 K | 81.06% | 0.03% |
| LPL FINANCIAL LLC | 08/07/2026 | 16.39 K | $94.07 K | 2.25% | 0.03% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 15.62 K | $89.65 K | 0.00% | 0.03% |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 08/11/2026 | 15.17 K | $87.00 K | 0.00% | 0.03% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 13.73 K | $78.81 K | 0.00% | 0.03% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 12.80 K | $64.38 K | 18.52% | 0.03% |
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Citizens, Inc. institutional Ownership - FAQ's
During the previous two years, 108 institutional investors and hedge funds held shares of Citizens, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 3.58 M
CONTINENTAL GENERAL INSURANCE CO: 2.65 M
VANGUARD CAPITAL MANAGEMENT LLC: 1.99 M
UBS Group AG: 1.19 M
GEODE CAPITAL MANAGEMENT, LLC: 1.12 M
STATE STREET CORP: 667,706
30.90% of Citizens, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 22.55 M shares in the last 24 months. This purchase volume represents approximately $114.78 M in transactions.