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 |
|---|---|---|---|---|---|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
61
shares
|
$2,936
0.0% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
59
shares
|
$2,840
0.0% of portfolio
|
Q2 2025
Reduced 97.99%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
57
shares
|
$2,743
0.0% of portfolio
|
Q2 2022
Reduced 96.59%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
57
shares
|
$2,743
0.0% of portfolio
|
Q3 2024
Reduced 99.58%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
56
shares
|
$2,695
0.0% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
53
shares
|
$2,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
53
shares
|
$2,551
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
52
shares
|
$2,503
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
51
shares
|
$2,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
50
shares
|
$2,407
0.0% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$2,407
0.0% of portfolio
|
Q4 2022
Reduced 92.9%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
46
shares
|
$2,214
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
46
shares
|
$2,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
44
shares
|
$2,118
0.0% of portfolio
|
Q2 2025
Added 37.5%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
44
shares
|
$2,118
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
44
shares
|
$2,118
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
43
shares
|
$2,070
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
42
shares
|
$2,021
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
41
shares
|
$1,973
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
41
shares
|
$1,973
0.0% of portfolio
|
Q2 2022
Added 115.79%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
40
shares
|
$1,925
0.0% of portfolio
|
Q2 2025
Reduced 14.89%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
38
shares
|
$1,829
0.0% of portfolio
|
Q4 2024
Reduced 39.68%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
38
shares
|
$1,829
0.0% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
34
shares
|
$1,636
0.0% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
33
shares
|
$1,588
0.0% of portfolio
|
Q2 2025
Added 2703.03%
|