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 |
|---|---|---|---|---|---|
|
Motco
|
Aug 01, 2025 Q2 2025 |
349
shares
|
$16,800
0.0% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
340
shares
|
$16,367
0.01% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
327
shares
|
$15,741
0.01% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
320
shares
|
$15,404
0.0% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
309
shares
|
$14,875
0.0% of portfolio
|
Q2 2024
Reduced 21.17%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
Aug 06, 2025 Q2 2025 |
300
shares
|
$14,442
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
300
shares
|
$14,442
0.0% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$14,442
0.0% of portfolio
|
Q1 2024
Reduced 83.31%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
300
shares
|
$14,442
0.01% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
298
shares
|
$14,345
0.0% of portfolio
|
Q2 2025
Reduced 37.26%
|
|
|
Clear Street Markets LLC
|
Aug 12, 2025 Q2 2025 |
292
shares
|
$14,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
288
shares
|
$13,864
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
279
shares
|
$13,431
0.0% of portfolio
|
Q2 2025
Added 316.42%
|
|
|
Bnp Paribas
New York, NY |
Aug 14, 2025 Q2 2025 |
272
shares
|
$13,094
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
270
shares
|
$12,997
0.01% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
261
shares
|
$12,564
0.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
256
shares
|
$12,323
0.0% of portfolio
|
Q2 2024
Reduced 87.29%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
251
shares
|
$12,083
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
227
shares
|
$10,927
0.01% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
225
shares
|
$10,831
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
218
shares
|
$10,494
0.0% of portfolio
|
Q3 2023
Reduced 69.64%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
217
shares
|
$10,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
211
shares
|
$10,157
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
209
shares
|
$10,061
0.0% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
205
shares
|
$9,868
0.01% of portfolio
|
Q4 2024
New holding
|