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 931 institutions that hold shares in the stock, with a total of 421 Million shares, which have been reported (via 13F filing form) to have a value of $20.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
11,833
shares
|
$569,640
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
11,758
shares
|
$566,030
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 07, 2025 Q2 2025 |
11,657
shares
|
$561,167
0.24% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
11,592
shares
|
$558,038
0.0% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
11,570
shares
|
$556,979
0.0% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
11,547
shares
|
$555,872
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Aug 13, 2025 Q2 2025 |
11,433
shares
|
$550,384
0.41% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
11,295
shares
|
$543,741
0.01% of portfolio
|
Q2 2025
Added 27.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,265
shares
|
$542,297
0.0% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
11,216
shares
|
$539,938
0.0% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
11,027
shares
|
$530,839
0.02% of portfolio
|
Q2 2025
Added 26.88%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,984
shares
|
$528,769
0.03% of portfolio
|
Q2 2025
Added 45.39%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
10,960
shares
|
$527,614
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,821
shares
|
$520,922
0.01% of portfolio
|
Q2 2025
Added 17.4%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
10,750
shares
|
$517,505
0.11% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,741
shares
|
$517,071
0.0% of portfolio
|
Q2 2025
Reduced 27.86%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
10,703
shares
|
$515,242
0.01% of portfolio
|
Q2 2025
Reduced 14.4%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
10,696
shares
|
$514,905
0.01% of portfolio
|
Q2 2025
Reduced 30.27%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
10,650
shares
|
$512,691
0.45% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,642
shares
|
$512,305
0.01% of portfolio
|
Q4 2023
Reduced 1.71%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,411
shares
|
$501,185
0.03% of portfolio
|
Q3 2022
Reduced 8.98%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,397
shares
|
$500,511
0.04% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
10,393
shares
|
$500,319
0.01% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
10,387
shares
|
$500,030
0.02% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
10,369
shares
|
$499,163
0.0% of portfolio
|
Q2 2025
Reduced 11.53%
|