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 940 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $20.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
13,704
shares
|
$673,277
0.02% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
13,670
shares
|
$671,607
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
13,613
shares
|
$668,806
0.14% of portfolio
|
Q1 2024
Added 12.38%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
13,494
shares
|
$662,960
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
13,248
shares
|
$650,874
0.01% of portfolio
|
Q3 2022
Added 7.76%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
13,154
shares
|
$646,256
0.02% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
13,145
shares
|
$645,813
0.22% of portfolio
|
Q1 2025
Added 52.53%
|
|
|
Connable Office Inc
|
May 09, 2025 Q1 2025 |
13,064
shares
|
$641,834
0.06% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Laurion Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
13,052
shares
|
$641,244
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
13,051
shares
|
$641,195
0.03% of portfolio
|
Q1 2025
Reduced 41.37%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
13,015
shares
|
$639,426
0.08% of portfolio
|
Q2 2025
Added 10.08%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
13,015
shares
|
$639,426
0.02% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
12,855
shares
|
$631,566
0.07% of portfolio
|
Q1 2025
Added 25.86%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
12,820
shares
|
$629,846
0.04% of portfolio
|
Q4 2024
Reduced 34.42%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
12,773
shares
|
$627,537
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
12,753
shares
|
$626,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,743
shares
|
$626,063
0.7% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
12,668
shares
|
$622,378
0.0% of portfolio
|
Q1 2025
Added 1035.13%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
12,503
shares
|
$614,272
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
12,449
shares
|
$611,619
0.19% of portfolio
|
Q2 2025
Reduced 23.49%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,294
shares
|
$604,004
0.0% of portfolio
|
Q1 2025
Reduced 25.26%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
12,225
shares
|
$600,614
0.02% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
12,167
shares
|
$597,764
0.02% of portfolio
|
Q2 2025
Added 15.81%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
12,142
shares
|
$596,536
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
12,109
shares
|
$594,915
0.01% of portfolio
|
Q1 2025
Reduced 11.64%
|