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 |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
201
shares
|
$9,676
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
200
shares
|
$9,628
0.0% of portfolio
|
Q4 2023
Reduced 9.91%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
191
shares
|
$9,194
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
184
shares
|
$8,857
0.0% of portfolio
|
Q2 2025
Added 54.62%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
174
shares
|
$8,376
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
173
shares
|
$8,328
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
171
shares
|
$8,231
0.0% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
170
shares
|
$8,183
0.0% of portfolio
|
Q1 2025
Reduced 85.47%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
164
shares
|
$7,894
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
163
shares
|
$7,846
0.0% of portfolio
|
Q2 2025
Reduced 33.74%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
159
shares
|
$7,654
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
156
shares
|
$7,509
0.0% of portfolio
|
Q2 2025
Added 680.0%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
149
shares
|
$7,172
0.0% of portfolio
|
Q2 2025
Added 175.93%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
149
shares
|
$7,172
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
146
shares
|
$7,028
0.0% of portfolio
|
Q4 2023
Reduced 40.41%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
144
shares
|
$6,932
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
144
shares
|
$6,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
142
shares
|
$6,835
0.0% of portfolio
|
Q2 2025
Added 17.36%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
137
shares
|
$6,595
0.0% of portfolio
|
Q1 2025
Reduced 69.56%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
132
shares
|
$6,354
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
129
shares
|
$6,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
127
shares
|
$6,113
0.0% of portfolio
|
Q2 2025
Reduced 52.08%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
125
shares
|
$6,017
0.0% of portfolio
|
Q2 2025
Added 135.85%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
122
shares
|
$5,873
0.0% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
121
shares
|
$5,824
0.0% of portfolio
|
Q2 2025
Added 152.08%
|