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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,006
shares
|
$433,548
0.02% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
8,961
shares
|
$431,382
0.26% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
8,950
shares
|
$430,853
0.0% of portfolio
|
Q2 2025
Added 4375.0%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
8,828
shares
|
$424,979
0.15% of portfolio
|
Q3 2022
Added 9.76%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
8,813
shares
|
$424,257
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
8,745
shares
|
$420,984
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,743
shares
|
$420,888
0.01% of portfolio
|
Q3 2024
Added 22.28%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
8,732
shares
|
$420,358
0.05% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
8,679
shares
|
$417,807
0.04% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
8,588
shares
|
$413,426
0.01% of portfolio
|
Q2 2025
Reduced 74.94%
|
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
8,500
shares
|
$409,190
0.11% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
8,380
shares
|
$403,413
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
8,178
shares
|
$393,688
0.02% of portfolio
|
Q2 2025
Reduced 27.85%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
8,170
shares
|
$393,303
0.09% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
8,073
shares
|
$388,634
0.07% of portfolio
|
Q2 2025
Added 8.86%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
8,022
shares
|
$386,179
0.31% of portfolio
|
Q2 2025
Reduced 28.65%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jul 21, 2025 Q2 2025 |
8,000
shares
|
$385,120
0.01% of portfolio
|
Q2 2025
Reduced 46.67%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
7,980
shares
|
$384,157
0.27% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
7,917
shares
|
$381,124
0.01% of portfolio
|
Q2 2025
Added 31.75%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
7,829
shares
|
$376,888
0.0% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
7,784
shares
|
$374,721
0.02% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Jul 28, 2025 Q2 2025 |
7,772
shares
|
$374,144
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
7,762
shares
|
$373,662
0.01% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
7,760
shares
|
$373,566
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
7,700
shares
|
$370,678
0.06% of portfolio
|
Q2 2025
Reduced 0.26%
|