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 |
|---|---|---|---|---|---|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
6,642
shares
|
$343,324
0.11% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Nov 03, 2025 Q3 2025 |
6,627
shares
|
$342,549
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
6,613
shares
|
$341,825
0.01% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,473
shares
|
$334,589
0.16% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
6,465
shares
|
$334,175
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
6,449
shares
|
$333,348
0.01% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
6,430
shares
|
$332,366
0.04% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
6,428
shares
|
$332,263
0.0% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Klingenstein Fields & CO LP
|
Nov 14, 2025 Q3 2025 |
6,402
shares
|
$330,919
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,379
shares
|
$329,730
0.03% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
6,307
shares
|
$326,008
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
6,288
shares
|
$325,026
0.17% of portfolio
|
Q3 2024
Reduced 59.58%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
6,214
shares
|
$321,201
0.03% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,211
shares
|
$321,046
0.02% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
6,167
shares
|
$318,772
0.01% of portfolio
|
Q3 2023
Added 896.42%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
6,163
shares
|
$318,565
0.02% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
6,140
shares
|
$317,376
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Lincoln Capital Corp
|
Oct 16, 2025 Q3 2025 |
6,128
shares
|
$316,756
0.13% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
6,097
shares
|
$315,153
0.1% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
6,096
shares
|
$315,102
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
6,079
shares
|
$314,223
0.01% of portfolio
|
Q3 2025
Reduced 53.3%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 29, 2025 Q3 2025 |
6,064
shares
|
$313,448
0.1% of portfolio
|
Q3 2025
Reduced 35.43%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
6,039
shares
|
$312,155
0.09% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
6,013
shares
|
$310,811
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
5,950
shares
|
$307,555
0.03% of portfolio
|
Q3 2025
Reduced 31.44%
|
|