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 |
|---|---|---|---|---|---|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,806
shares
|
$248,422
0.11% of portfolio
|
Q3 2025
Added 287.89%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
4,792
shares
|
$247,698
0.08% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
4,763
shares
|
$246,199
0.17% of portfolio
|
Q3 2025
Reduced 7.71%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
4,700
shares
|
$242,943
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
4,697
shares
|
$242,787
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
4,630
shares
|
$239,324
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Oct 08, 2025 Q3 2025 |
4,624
shares
|
$239,014
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
4,617
shares
|
$238,652
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Nov 12, 2025 Q3 2025 |
4,600
shares
|
$237,774
0.07% of portfolio
|
Q3 2025
Reduced 45.88%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
4,600
shares
|
$237,774
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
4,569
shares
|
$236,171
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
4,559
shares
|
$235,654
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
4,549
shares
|
$235,137
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
4,505
shares
|
$232,863
0.0% of portfolio
|
Q3 2025
Reduced 13.0%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,494
shares
|
$232,294
0.05% of portfolio
|
Q2 2022
Reduced 2.83%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 14, 2025 Q3 2025 |
4,483
shares
|
$231,726
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
4,475
shares
|
$231,312
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
4,474
shares
|
$231,261
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
4,458
shares
|
$230,434
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
4,440
shares
|
$229,503
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
4,347
shares
|
$224,696
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
4,326
shares
|
$223,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
4,303
shares
|
$222,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
4,298
shares
|
$222,163
0.14% of portfolio
|
Q3 2025
Reduced 4.87%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
4,290
shares
|
$221,750
0.07% of portfolio
|
Q3 2025
Reduced 29.43%
|
|