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 |
|---|---|---|---|---|---|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
117
shares
|
$5,632
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
115
shares
|
$5,536
0.0% of portfolio
|
Q2 2025
Reduced 51.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
114
shares
|
$5,487
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
113
shares
|
$5,439
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
112
shares
|
$5,391
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
110
shares
|
$5,295
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
104
shares
|
$5,006
0.0% of portfolio
|
Q2 2025
Reduced 8.77%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
103
shares
|
$4,958
0.0% of portfolio
|
Q2 2025
Added 37.33%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
100
shares
|
$4,814
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$4,814
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
97
shares
|
$4,669
0.0% of portfolio
|
Q2 2025
Added 162.16%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
96
shares
|
$4,621
0.0% of portfolio
|
Q2 2025
Added 15.66%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
94
shares
|
$4,525
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
92
shares
|
$4,428
0.0% of portfolio
|
Q1 2025
Reduced 36.55%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
91
shares
|
$4,380
0.0% of portfolio
|
Q3 2024
Added 35.82%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
90
shares
|
$4,332
0.0% of portfolio
|
Q4 2024
Reduced 28.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
88
shares
|
$4,236
0.0% of portfolio
|
Q2 2025
Reduced 19.27%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
85
shares
|
$4,091
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
79
shares
|
$3,803
0.0% of portfolio
|
Q3 2023
Added 6.76%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
78
shares
|
$3,754
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
77
shares
|
$3,706
0.0% of portfolio
|
Q4 2023
Added 1.32%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
75
shares
|
$3,610
0.0% of portfolio
|
Q2 2024
Reduced 40.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
70
shares
|
$3,369
0.0% of portfolio
|
Q4 2023
Reduced 93.16%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Jul 28, 2025 Q2 2025 |
69
shares
|
$3,321
0.0% of portfolio
|
Q1 2025
Reduced 11.54%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
67
shares
|
$3,225
0.0% of portfolio
|
Q3 2017
New holding
|