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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,341
shares
|
$534,526
0.0% of portfolio
|
Q3 2022
Reduced 43.22%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
10,330
shares
|
$533,957
0.03% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
10,240
shares
|
$529,305
0.0% of portfolio
|
Q3 2025
Added 186.51%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
10,105
shares
|
$522,327
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$516,900
0.14% of portfolio
|
Q1 2019
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
9,990
shares
|
$516,383
0.01% of portfolio
|
Q3 2025
Reduced 9.4%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
9,857
shares
|
$509,508
0.15% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,842
shares
|
$508,732
0.01% of portfolio
|
Q3 2025
Reduced 9.05%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
9,700
shares
|
$501,393
0.33% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
9,555
shares
|
$493,897
0.0% of portfolio
|
Q3 2025
Added 89.1%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Nov 14, 2025 Q3 2025 |
9,501
shares
|
$491,106
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
9,441
shares
|
$488,005
0.21% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,386
shares
|
$485,162
0.05% of portfolio
|
Q3 2020
Reduced 4.84%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
9,224
shares
|
$476,788
0.0% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
9,178
shares
|
$474,410
0.02% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Persistent Asset Partners LTD
Hong Kong, K3 |
Nov 10, 2025 Q3 2025 |
9,092
shares
|
$469,965
0.33% of portfolio
|
Q3 2025
Reduced 35.44%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
9,058
shares
|
$468,208
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
9,058
shares
|
$468,208
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,006
shares
|
$465,520
0.02% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 20, 2025 Q3 2025 |
9,000
shares
|
$465,210
0.02% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
8,980
shares
|
$464,176
0.02% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
8,971
shares
|
$463,710
0.01% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
8,880
shares
|
$459,007
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
8,828
shares
|
$456,319
0.15% of portfolio
|
Q3 2022
Added 9.76%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
8,804
shares
|
$455,078
0.01% of portfolio
|
Q3 2025
Added 0.67%
|
|