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 882 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 $19.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
6,473
shares
|
$304,489
0.16% of portfolio
|
Q3 2024
Reduced 8.64%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
6,428
shares
|
$302,373
0.0% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
6,396
shares
|
$300,867
0.12% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,379
shares
|
$300,068
0.01% of portfolio
|
Q3 2024
Added 12.05%
|
|
|
Mqs Management LLC
|
Nov 05, 2024 Q3 2024 |
6,359
shares
|
$299,127
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
6,347
shares
|
$298,562
0.01% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,318
shares
|
$297,198
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,288
shares
|
$295,787
0.16% of portfolio
|
Q3 2024
Reduced 59.58%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
6,285
shares
|
$295,646
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
6,284
shares
|
$295,599
0.03% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
6,254
shares
|
$294,188
0.01% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Clear Street Markets LLC
|
Nov 07, 2024 Q3 2024 |
6,200
shares
|
$291,648
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
6,168
shares
|
$290,142
0.03% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
6,153
shares
|
$289,437
0.03% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
6,151
shares
|
$289,343
0.01% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
6,093
shares
|
$286,614
0.09% of portfolio
|
Q4 2024
Added 30.33%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
6,083
shares
|
$286,144
0.01% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
6,029
shares
|
$283,604
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,004
shares
|
$282,428
0.02% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
6,001
shares
|
$282,287
0.04% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
5,990
shares
|
$281,769
0.0% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,954
shares
|
$280,076
0.0% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
5,938
shares
|
$279,323
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
5,900
shares
|
$277,536
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
5,889
shares
|
$277,018
0.02% of portfolio
|
Q1 2024
New holding
|