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 |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
5,178
shares
|
$249,268
0.0% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
5,161
shares
|
$248,450
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
5,146
shares
|
$247,728
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jul 23, 2025 Q2 2025 |
5,138
shares
|
$247,343
0.02% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
5,106
shares
|
$245,802
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,081
shares
|
$244,599
0.01% of portfolio
|
Q2 2025
Reduced 14.17%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
5,080
shares
|
$244,551
0.0% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
5,076
shares
|
$244,358
0.0% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,053
shares
|
$243,251
0.0% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
5,046
shares
|
$242,914
0.0% of portfolio
|
Q2 2025
Reduced 58.96%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
5,028
shares
|
$242,047
0.01% of portfolio
|
Q2 2025
Reduced 79.91%
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
5,028
shares
|
$242,047
0.0% of portfolio
|
Q2 2025
Reduced 8.78%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
5,008
shares
|
$241,085
0.08% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,996
shares
|
$240,507
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,846
shares
|
$233,286
0.0% of portfolio
|
Q2 2025
Reduced 80.25%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
4,827
shares
|
$232,371
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
4,797
shares
|
$230,927
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
4,792
shares
|
$230,686
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
4,758
shares
|
$229,050
0.0% of portfolio
|
Q2 2025
Added 118.76%
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
4,748
shares
|
$228,568
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Equity Investment Corp
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
4,697
shares
|
$226,113
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,657
shares
|
$224,187
0.02% of portfolio
|
Q2 2025
Reduced 27.34%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
4,657
shares
|
$224,187
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
4,630
shares
|
$222,888
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
4,624
shares
|
$222,599
0.05% of portfolio
|
Q2 2025
New holding
|