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 |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
74
shares
|
$3,825
0.0% of portfolio
|
Q3 2025
Reduced 32.73%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
72
shares
|
$3,721
0.0% of portfolio
|
Q3 2025
Added 75.61%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 24, 2025 Q3 2025 |
69
shares
|
$3,566
0.01% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
67
shares
|
$3,463
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
61
shares
|
$3,153
0.0% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
57
shares
|
$2,946
0.0% of portfolio
|
Q2 2022
Reduced 96.59%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
56
shares
|
$2,894
0.0% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
56
shares
|
$2,894
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
53
shares
|
$2,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
53
shares
|
$2,739
0.0% of portfolio
|
Q3 2025
Reduced 95.21%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
52
shares
|
$2,687
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
52
shares
|
$2,687
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
52
shares
|
$2,687
0.0% of portfolio
|
Q3 2025
Added 205.88%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$2,584
0.0% of portfolio
|
Q4 2022
Reduced 92.9%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
50
shares
|
$2,584
0.0% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
46
shares
|
$2,377
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
44
shares
|
$2,274
0.0% of portfolio
|
Q3 2025
Added 29.41%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
44
shares
|
$2,274
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
44
shares
|
$2,274
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
44
shares
|
$2,274
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
43
shares
|
$2,222
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
43
shares
|
$2,222
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
41
shares
|
$2,119
0.0% of portfolio
|
Q2 2022
Added 115.79%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
40
shares
|
$2,067
0.0% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
38
shares
|
$1,964
0.0% of portfolio
|
Q4 2024
Reduced 39.68%
|
|