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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,174
shares
|
$56,516
0.11% of portfolio
|
Q3 2024
Reduced 63.88%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
1,167
shares
|
$56,179
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
1,167
shares
|
$56,179
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
1,161
shares
|
$55,890
0.04% of portfolio
|
Q1 2025
Added 287.0%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,143
shares
|
$55,024
0.0% of portfolio
|
Q4 2023
Reduced 60.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,135
shares
|
$54,638
0.0% of portfolio
|
Q2 2024
Added 740.74%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,132
shares
|
$54,494
0.01% of portfolio
|
Q2 2025
Reduced 63.96%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
1,106
shares
|
$53,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,011
shares
|
$48,669
0.0% of portfolio
|
Q2 2024
Added 484.39%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
998
shares
|
$48,043
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
971
shares
|
$46,743
0.0% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
943
shares
|
$45,396
0.0% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
918
shares
|
$44,192
0.01% of portfolio
|
Q2 2025
Reduced 51.14%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
882
shares
|
$42,459
0.01% of portfolio
|
Q2 2022
Added 605.6%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
869
shares
|
$41,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
804
shares
|
$38,704
0.0% of portfolio
|
Q2 2025
Reduced 81.86%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
789
shares
|
$37,982
0.0% of portfolio
|
Q2 2025
Reduced 40.18%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
772
shares
|
$37,164
0.01% of portfolio
|
Q2 2025
Reduced 96.09%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
752
shares
|
$36,201
0.0% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
738
shares
|
$35,527
0.02% of portfolio
|
Q2 2022
Added 438.69%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
736
shares
|
$35,431
0.01% of portfolio
|
Q2 2025
Added 72.37%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
736
shares
|
$35,431
0.0% of portfolio
|
Q2 2025
Added 8.08%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
730
shares
|
$35,142
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
680
shares
|
$32,735
0.01% of portfolio
|
Q2 2025
Added 16900.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
657
shares
|
$31,627
0.01% of portfolio
|
Q1 2024
Added 49.32%
|