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 910 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
58
shares
|
$2,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
58
shares
|
$2,398
0.0% of portfolio
|
Q4 2024
Added 48.72%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
57
shares
|
$2,357
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
57
shares
|
$2,357
0.0% of portfolio
|
Q2 2022
Reduced 96.59%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
55
shares
|
$2,274
0.0% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
54
shares
|
$2,233
0.0% of portfolio
|
Q1 2024
Reduced 61.43%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
52
shares
|
$2,150
0.0% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$2,068
0.0% of portfolio
|
Q4 2022
Reduced 92.9%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
50
shares
|
$2,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
50
shares
|
$2,068
0.0% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
43
shares
|
$1,778
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
41
shares
|
$1,695
0.0% of portfolio
|
Q2 2022
Added 115.79%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
41
shares
|
$1,695
0.0% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
38
shares
|
$1,571
0.0% of portfolio
|
Q4 2024
Reduced 39.68%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
34
shares
|
$1,406
0.0% of portfolio
|
Q4 2024
Reduced 52.11%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
32
shares
|
$1,323
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
31
shares
|
$1,282
0.0% of portfolio
|
Q4 2024
Reduced 99.95%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$1,240
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28
shares
|
$1,158
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
28
shares
|
$1,158
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
28
shares
|
$1,158
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
25
shares
|
$1,034
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
24
shares
|
$992
0.0% of portfolio
|
Q3 2024
Reduced 99.0%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
23
shares
|
$951
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
22
shares
|
$909
0.0% of portfolio
|
Q3 2024
New holding
|