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 |
|---|---|---|---|---|---|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
7,673
shares
|
$396,617
0.01% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
7,669
shares
|
$396,410
0.0% of portfolio
|
Q3 2025
Added 16.78%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,597
shares
|
$392,688
0.03% of portfolio
|
Q4 2022
Reduced 4.49%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
7,592
shares
|
$392,430
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,532
shares
|
$389,329
0.01% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
7,451
shares
|
$385,142
0.03% of portfolio
|
Q3 2025
Reduced 27.58%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
7,438
shares
|
$384,470
0.01% of portfolio
|
Q3 2025
Reduced 0.79%
|
|
|
44 Wealth Management LLC
|
Nov 14, 2025 Q3 2025 |
7,431
shares
|
$384,108
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
7,376
shares
|
$381,265
0.0% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
7,332
shares
|
$378,991
0.01% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
7,331
shares
|
$378,939
0.07% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
7,304
shares
|
$377,543
0.0% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Oct 20, 2025 Q3 2025 |
7,297
shares
|
$377,181
0.05% of portfolio
|
Q3 2025
Reduced 16.43%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,184
shares
|
$371,340
0.04% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
7,168
shares
|
$370,513
0.06% of portfolio
|
Q3 2025
Added 16.23%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
7,168
shares
|
$370,513
0.01% of portfolio
|
Q3 2025
Reduced 3.55%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
7,147
shares
|
$369,428
0.02% of portfolio
|
Q3 2025
Added 62.65%
|
|
|
Mqs Management LLC
|
Nov 06, 2025 Q3 2025 |
7,072
shares
|
$365,551
0.22% of portfolio
|
Q3 2025
Reduced 26.97%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,952
shares
|
$359,348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
6,913
shares
|
$357,332
0.02% of portfolio
|
Q3 2025
Reduced 47.41%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
6,900
shares
|
$356,661
0.06% of portfolio
|
Q3 2025
Reduced 52.08%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,893
shares
|
$356,299
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Nov 06, 2025 Q3 2025 |
6,804
shares
|
$351,698
0.23% of portfolio
|
Q3 2025
Reduced 15.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6,784
shares
|
$350,664
0.02% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
6,670
shares
|
$344,772
0.28% of portfolio
|
Q4 2021
New holding
|
|