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 |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
14,516
shares
|
$750,332
0.2% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
14,497
shares
|
$749,349
0.03% of portfolio
|
Q3 2025
Added 10.62%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2025 Q3 2025 |
14,483
shares
|
$748,626
0.08% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
14,450
shares
|
$746,920
0.01% of portfolio
|
Q3 2025
Added 9.89%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
14,265
shares
|
$737,357
0.03% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
14,178
shares
|
$732,860
0.01% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
14,176
shares
|
$732,757
0.04% of portfolio
|
Q3 2025
Reduced 24.72%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
14,167
shares
|
$732,292
0.02% of portfolio
|
Q3 2025
Added 51.47%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
14,147
shares
|
$731,258
0.0% of portfolio
|
Q3 2025
Reduced 27.88%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
13,979
shares
|
$722,574
0.0% of portfolio
|
Q3 2025
Reduced 3.1%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
13,799
shares
|
$713,270
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 07, 2025 Q3 2025 |
13,748
shares
|
$710,634
0.01% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
13,520
shares
|
$698,848
0.0% of portfolio
|
Q3 2025
Added 17.09%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
13,500
shares
|
$697,815
0.16% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,487
shares
|
$697,143
0.01% of portfolio
|
Q3 2025
Added 39.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
13,362
shares
|
$690,681
0.0% of portfolio
|
Q3 2025
Added 24.4%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,302
shares
|
$687,580
0.12% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,248
shares
|
$684,789
0.01% of portfolio
|
Q3 2022
Added 7.76%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2025 Q3 2025 |
13,056
shares
|
$674,864
0.0% of portfolio
|
Q3 2025
Reduced 14.97%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
12,820
shares
|
$662,665
0.04% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 22, 2025 Q3 2025 |
12,782
shares
|
$660,701
0.21% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,743
shares
|
$658,685
0.7% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,739
shares
|
$658,478
0.02% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
12,735
shares
|
$658,272
0.03% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
12,668
shares
|
$654,808
0.02% of portfolio
|
Q3 2025
New holding
|
|