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 |
|---|---|---|---|---|---|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 06, 2025 Q3 2025 |
5,324
shares
|
$275,197
0.04% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
5,305
shares
|
$274,215
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
5,301
shares
|
$274,008
0.0% of portfolio
|
Q3 2025
Reduced 58.43%
|
|
|
Versor Investments LP
|
Nov 06, 2025 Q3 2025 |
5,300
shares
|
$273,957
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
5,261
shares
|
$271,941
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,247
shares
|
$271,217
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
5,205
shares
|
$269,046
0.0% of portfolio
|
Q3 2025
Added 3.15%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
5,174
shares
|
$267,444
0.01% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
5,151
shares
|
$266,255
0.05% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 12, 2025 Q3 2025 |
5,138
shares
|
$265,583
0.02% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
Nov 10, 2025 Q3 2025 |
5,136
shares
|
$265,479
0.0% of portfolio
|
Q3 2025
Reduced 10.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
5,083
shares
|
$262,740
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,080
shares
|
$262,585
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
5,055
shares
|
$261,292
0.02% of portfolio
|
Q3 2025
Reduced 33.61%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Oct 31, 2025 Q3 2025 |
5,040
shares
|
$260,517
0.23% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,996
shares
|
$258,243
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,987
shares
|
$257,778
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
4,929
shares
|
$254,780
0.01% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,911
shares
|
$253,849
0.0% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
4,899
shares
|
$253,229
0.06% of portfolio
|
Q3 2025
Reduced 4.05%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
4,883
shares
|
$252,402
0.0% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
4,875
shares
|
$251,988
0.08% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 07, 2025 Q3 2025 |
4,873
shares
|
$251,885
0.05% of portfolio
|
Q3 2025
Added 2.63%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
4,851
shares
|
$250,748
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
4,821
shares
|
$249,197
0.04% of portfolio
|
Q3 2025
Added 4.87%
|
|