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 |
|---|---|---|---|---|---|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
5,851
shares
|
$275,231
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,815
shares
|
$273,537
0.01% of portfolio
|
Q2 2020
Reduced 59.05%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
5,812
shares
|
$273,396
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,783
shares
|
$272,032
0.24% of portfolio
|
Q4 2022
Reduced 6.14%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
5,782
shares
|
$271,985
0.01% of portfolio
|
Q4 2024
Added 9.86%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,745
shares
|
$270,244
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
5,735
shares
|
$269,774
0.03% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,720
shares
|
$269,068
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
5,683
shares
|
$267,328
0.0% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,652
shares
|
$265,870
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,642
shares
|
$265,399
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,636
shares
|
$265,117
0.09% of portfolio
|
Q3 2024
Reduced 40.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,625
shares
|
$264,600
0.0% of portfolio
|
Q1 2024
Reduced 21.05%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,555
shares
|
$261,307
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,532
shares
|
$260,225
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,522
shares
|
$259,754
0.0% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
5,514
shares
|
$259,378
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
5,474
shares
|
$257,496
0.02% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,455
shares
|
$256,603
0.05% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
5,455
shares
|
$256,603
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
5,420
shares
|
$254,956
0.02% of portfolio
|
Q3 2024
Added 106.03%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
5,415
shares
|
$254,721
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,399
shares
|
$253,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
5,374
shares
|
$252,792
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
5,359
shares
|
$252,087
0.02% of portfolio
|
Q3 2024
New holding
|