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 |
|---|---|---|---|---|---|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,567
shares
|
$316,135
0.0% of portfolio
|
Q2 2025
Reduced 29.97%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,565
shares
|
$316,039
0.02% of portfolio
|
Q2 2025
Added 52.99%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
6,496
shares
|
$312,717
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,473
shares
|
$311,610
0.16% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
6,449
shares
|
$310,454
0.01% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
6,449
shares
|
$310,454
0.01% of portfolio
|
Q2 2025
Reduced 35.48%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
6,428
shares
|
$309,443
0.0% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Klingenstein Fields & CO LP
|
Jul 30, 2025 Q2 2025 |
6,402
shares
|
$308,192
0.01% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
6,384
shares
|
$307,325
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
6,379
shares
|
$307,085
0.03% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
6,354
shares
|
$305,881
0.0% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
6,288
shares
|
$302,704
0.15% of portfolio
|
Q3 2024
Reduced 59.58%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
6,286
shares
|
$302,608
0.04% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
6,188
shares
|
$297,890
0.05% of portfolio
|
Q2 2025
Reduced 74.56%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
6,174
shares
|
$297,216
0.03% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
6,167
shares
|
$296,879
0.05% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
6,097
shares
|
$293,509
0.1% of portfolio
|
Q2 2025
Added 8.82%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,086
shares
|
$292,980
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
6,079
shares
|
$292,643
0.07% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
6,075
shares
|
$292,450
0.11% of portfolio
|
Q2 2025
Reduced 18.48%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
6,069
shares
|
$292,161
0.01% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
6,057
shares
|
$291,583
0.11% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
6,029
shares
|
$290,236
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
6,024
shares
|
$289,995
0.02% of portfolio
|
Q2 2025
Added 19.81%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,937
shares
|
$285,807
0.06% of portfolio
|
Q1 2025
Added 0.63%
|