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 876 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,542
shares
|
$691,762
0.0% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
14,502
shares
|
$689,860
0.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
14,440
shares
|
$686,910
0.0% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
14,370
shares
|
$683,580
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
14,234
shares
|
$677,111
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
14,209
shares
|
$675,922
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
14,038
shares
|
$667,787
0.07% of portfolio
|
Q3 2024
Reduced 45.52%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
13,909
shares
|
$661,651
0.02% of portfolio
|
Q4 2024
Added 25.09%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
13,824
shares
|
$657,607
0.04% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,799
shares
|
$656,418
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
13,775
shares
|
$655,276
0.02% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
13,704
shares
|
$651,899
0.01% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
13,613
shares
|
$647,570
0.16% of portfolio
|
Q1 2024
Added 12.38%
|
|
|
New England Research & Management, Inc.
|
Jan 23, 2025 Q4 2024 |
13,612
shares
|
$647,522
0.3% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,609
shares
|
$647,380
0.0% of portfolio
|
Q3 2024
Added 42.43%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
13,560
shares
|
$645,049
0.03% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Cambria Investment Management, L.P.
|
Nov 14, 2024 Q3 2024 |
13,558
shares
|
$644,954
0.03% of portfolio
|
Q3 2024
Added 25.06%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
13,350
shares
|
$635,059
0.14% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,248
shares
|
$630,207
0.01% of portfolio
|
Q3 2022
Added 7.76%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
13,177
shares
|
$626,829
0.0% of portfolio
|
Q3 2024
Added 1.93%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
13,140
shares
|
$625,069
0.04% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
13,016
shares
|
$619,171
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
12,820
shares
|
$609,847
0.04% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,743
shares
|
$606,184
0.7% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
12,625
shares
|
$600,571
0.02% of portfolio
|
Q4 2024
Reduced 79.72%
|