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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,341
shares
|
$497,815
0.0% of portfolio
|
Q3 2022
Reduced 43.22%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
10,299
shares
|
$495,793
0.15% of portfolio
|
Q2 2025
Reduced 21.65%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
10,289
shares
|
$495,312
0.03% of portfolio
|
Q2 2025
Reduced 86.44%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
10,279
shares
|
$494,831
0.02% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,186
shares
|
$490,354
0.02% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
10,105
shares
|
$486,454
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
10,000
shares
|
$481,400
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
9,984
shares
|
$480,629
0.16% of portfolio
|
Q2 2025
Reduced 31.06%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
9,948
shares
|
$478,896
0.05% of portfolio
|
Q2 2025
Reduced 22.61%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
9,814
shares
|
$472,445
0.13% of portfolio
|
Q2 2025
Added 93.38%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
9,710
shares
|
$467,439
0.01% of portfolio
|
Q2 2025
Added 29.62%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
9,700
shares
|
$466,958
0.33% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,686
shares
|
$466,284
0.01% of portfolio
|
Q2 2025
Added 28.6%
|
|
|
Mqs Management LLC
|
Jul 31, 2025 Q2 2025 |
9,684
shares
|
$466,187
0.24% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
9,603
shares
|
$462,288
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
9,550
shares
|
$459,737
0.02% of portfolio
|
Q2 2025
Added 19.06%
|
|
|
Alpha Star Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
9,437
shares
|
$454,297
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,392
shares
|
$452,130
0.2% of portfolio
|
Q2 2025
Added 6.65%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
9,390
shares
|
$452,034
0.2% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,386
shares
|
$451,842
0.05% of portfolio
|
Q3 2020
Reduced 4.84%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
9,353
shares
|
$450,253
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
9,343
shares
|
$449,772
0.0% of portfolio
|
Q2 2025
Reduced 11.5%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
9,327
shares
|
$449,001
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
9,295
shares
|
$447,461
0.0% of portfolio
|
Q2 2025
Reduced 52.82%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
9,088
shares
|
$437,496
0.02% of portfolio
|
Q2 2025
Reduced 40.79%
|