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 908 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,597
shares
|
$303,196
0.03% of portfolio
|
Q4 2022
Reduced 4.49%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
7,440
shares
|
$296,930
0.01% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,415
shares
|
$295,932
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
7,382
shares
|
$294,615
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
7,350
shares
|
$293,338
0.01% of portfolio
|
Q4 2024
Added 28.25%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
7,304
shares
|
$291,502
0.1% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,301
shares
|
$291,382
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
7,260
shares
|
$289,746
0.01% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
7,093
shares
|
$283,081
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
7,017
shares
|
$280,048
0.01% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,893
shares
|
$275,099
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
6,868
shares
|
$274,101
0.0% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
6,830
shares
|
$272,585
0.0% of portfolio
|
Q4 2024
Reduced 39.91%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
6,789
shares
|
$270,948
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
6,758
shares
|
$269,711
0.03% of portfolio
|
Q4 2024
Added 17.84%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,752
shares
|
$269,472
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
6,698
shares
|
$267,317
0.02% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
6,691
shares
|
$267,037
0.11% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
6,670
shares
|
$266,199
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
6,670
shares
|
$266,199
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,521
shares
|
$260,253
0.01% of portfolio
|
Q4 2024
Added 15.93%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
6,520
shares
|
$260,213
0.01% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
6,482
shares
|
$258,696
0.01% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Vontobel Holding Ltd.
|
Jan 29, 2025 Q4 2024 |
6,480
shares
|
$258,616
0.0% of portfolio
|
Q4 2024
Reduced 56.5%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,473
shares
|
$258,337
0.16% of portfolio
|
Q3 2024
Reduced 8.64%
|