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 992 institutions that hold shares in the stock, with a total of 416 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 |
|---|---|---|---|---|---|
|
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
|
|
|
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%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
6,559
shares
|
$339,034
0.04% of portfolio
|
Q4 2025
Added 2.01%
|
|
|
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
|
|
|
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%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 12, 2026 Q4 2025 |
6,359
shares
|
$328,696
0.01% of portfolio
|
Q4 2025
Reduced 1.4%
|
|
|
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%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
6,238
shares
|
$322,442
0.04% of portfolio
|
Q4 2025
Added 29.39%
|
|
|
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%
|
|
|
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%
|
|