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 |
|---|---|---|---|---|---|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
362
shares
|
$18,711
0.0% of portfolio
|
Q2 2025
Reduced 38.44%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
361
shares
|
$18,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
350
shares
|
$18,091
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
350
shares
|
$18,091
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
342
shares
|
$17,677
0.0% of portfolio
|
Q3 2025
Added 33.59%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
340
shares
|
$17,574
0.0% of portfolio
|
Q3 2025
Reduced 16.05%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
330
shares
|
$17,057
0.02% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
320
shares
|
$16,540
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
316
shares
|
$16,334
0.0% of portfolio
|
Q3 2025
Reduced 9.71%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
309
shares
|
$15,972
0.0% of portfolio
|
Q2 2024
Reduced 21.17%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
302
shares
|
$15,610
0.0% of portfolio
|
Q3 2025
Added 93.59%
|
|
|
Citizens National Bank Trust Department
|
Oct 23, 2025 Q3 2025 |
300
shares
|
$15,507
0.0% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$15,507
0.0% of portfolio
|
Q1 2024
Reduced 83.31%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
297
shares
|
$15,351
0.0% of portfolio
|
Q3 2025
Reduced 88.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
288
shares
|
$14,886
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
287
shares
|
$14,835
0.0% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
271
shares
|
$14,007
0.0% of portfolio
|
Q3 2025
Reduced 20.76%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
270
shares
|
$13,956
0.01% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
269
shares
|
$13,904
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
261
shares
|
$13,491
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
251
shares
|
$12,974
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
247
shares
|
$12,767
0.01% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
240
shares
|
$12,405
0.0% of portfolio
|
Q3 2025
Added 108.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
227
shares
|
$11,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Nov 17, 2025 Q3 2025 |
225
shares
|
$11,630
0.0% of portfolio
|
Q3 2025
New holding
|
|