Institutional Ownership Citizens Financial Group Inc (CFG)
This table provides information about the institutional ownership of Citizens Financial Group Inc (CFG). We have compiled data on the 989 institutions that hold shares in the stock, with a total of 415 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
20,330
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 89.95%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
19,771
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Added 80.0%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
19,646
shares
|
$1.02 Million
0.14% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
19,625
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
New Mexico Educational Retirement Board
|
Dec 15, 2025 Q3 2025 |
19,600
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.85%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
19,519
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.29%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
19,514
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
19,485
shares
|
$1.01 Million
0.23% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
19,483
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
19,421
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 22.31%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,360
shares
|
$1 Million
0.01% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
19,280
shares
|
$996,583
0.6% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
18,455
shares
|
$953,938
0.0% of portfolio
|
Q3 2025
Reduced 53.92%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
18,169
shares
|
$939,155
0.01% of portfolio
|
Q3 2025
Added 61.29%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
18,168
shares
|
$939,103
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
17,927
shares
|
$926,646
0.06% of portfolio
|
Q3 2025
Added 284.95%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
17,885
shares
|
$924,475
0.01% of portfolio
|
Q3 2025
Added 128.45%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
17,845
shares
|
$922,408
0.05% of portfolio
|
Q4 2022
Reduced 7.48%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
17,663
shares
|
$913,000
0.02% of portfolio
|
Q3 2025
Added 27.15%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
17,649
shares
|
$912,276
0.04% of portfolio
|
Q3 2025
Added 2.94%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
17,518
shares
|
$905,505
0.01% of portfolio
|
Q3 2025
Reduced 61.59%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Nov 13, 2025 Q3 2025 |
17,480
shares
|
$903,541
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
17,464
shares
|
$902,714
0.27% of portfolio
|
Q3 2025
Reduced 12.76%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
17,418
shares
|
$900,336
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Oct 17, 2025 Q3 2025 |
17,400
shares
|
$899,406
0.02% of portfolio
|
Q1 2025
Reduced 19.44%
|
|