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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
142
shares
|
$7,339
0.0% of portfolio
|
Q3 2025
Added 37.86%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
132
shares
|
$6,823
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
129
shares
|
$6,668
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
127
shares
|
$6,564
0.0% of portfolio
|
Q2 2025
Reduced 52.08%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
122
shares
|
$6,306
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
122
shares
|
$6,306
0.0% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
121
shares
|
$6,254
0.0% of portfolio
|
Q3 2025
Reduced 14.79%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
119
shares
|
$6,151
0.0% of portfolio
|
Q3 2025
Added 70.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
113
shares
|
$5,840
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
112
shares
|
$5,789
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
109
shares
|
$5,634
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
108
shares
|
$5,582
0.0% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
105
shares
|
$5,427
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
104
shares
|
$5,375
0.0% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$5,169
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
100
shares
|
$5,169
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
97
shares
|
$5,013
0.0% of portfolio
|
Q2 2025
Added 162.16%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
93
shares
|
$4,807
0.0% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
92
shares
|
$4,755
0.0% of portfolio
|
Q1 2025
Reduced 36.55%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
88
shares
|
$4,548
0.0% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
85
shares
|
$4,393
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
79
shares
|
$4,083
0.0% of portfolio
|
Q3 2023
Added 6.76%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
78
shares
|
$4,031
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$3,980
0.0% of portfolio
|
Q4 2023
Added 1.32%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
75
shares
|
$3,876
0.0% of portfolio
|
Q3 2025
Added 158.62%
|
|