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 |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 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
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
218
shares
|
$11,268
0.0% of portfolio
|
Q3 2023
Reduced 69.64%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
217
shares
|
$11,216
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
205
shares
|
$10,596
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
201
shares
|
$10,389
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
201
shares
|
$10,389
0.0% of portfolio
|
Q3 2025
Added 120.88%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
200
shares
|
$10,338
0.01% of portfolio
|
Q3 2025
Reduced 33.33%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
200
shares
|
$10,338
0.0% of portfolio
|
Q4 2023
Reduced 9.91%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
194
shares
|
$10,027
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
191
shares
|
$9,872
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
174
shares
|
$8,994
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
173
shares
|
$8,942
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
172
shares
|
$8,890
0.0% of portfolio
|
Q3 2025
Added 237.25%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
171
shares
|
$8,838
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
170
shares
|
$8,787
0.0% of portfolio
|
Q1 2025
Reduced 85.47%
|
|
|
S&T Bank
Indiana, PA |
Nov 14, 2025 Q3 2025 |
166
shares
|
$8,580
0.0% of portfolio
|
Q3 2025
Added 690.48%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
164
shares
|
$8,477
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
163
shares
|
$8,425
0.0% of portfolio
|
Q2 2025
Reduced 33.74%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
159
shares
|
$8,218
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
149
shares
|
$7,701
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
146
shares
|
$7,546
0.0% of portfolio
|
Q4 2023
Reduced 40.41%
|
|