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 937 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 $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
11,988
shares
|
$590,768
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
11,853
shares
|
$584,115
0.02% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
11,786
shares
|
$580,814
0.0% of portfolio
|
Q1 2025
Reduced 82.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
11,721
shares
|
$577,610
0.0% of portfolio
|
Q1 2025
Reduced 30.88%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
11,700
shares
|
$576,576
0.0% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
11,657
shares
|
$574,456
0.23% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
11,655
shares
|
$574,358
0.04% of portfolio
|
Q4 2024
Added 113.66%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
May 07, 2025 Q1 2025 |
11,586
shares
|
$570,958
0.36% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
11,531
shares
|
$568,247
0.0% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
11,461
shares
|
$564,798
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
11,416
shares
|
$562,580
0.0% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
11,335
shares
|
$558,588
0.02% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
11,313
shares
|
$557,504
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,278
shares
|
$555,779
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
11,216
shares
|
$552,724
0.0% of portfolio
|
Q1 2025
Reduced 65.61%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
11,051
shares
|
$544,593
0.01% of portfolio
|
Q1 2025
Reduced 20.55%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
11,042
shares
|
$544,149
0.01% of portfolio
|
Q1 2025
Reduced 8.98%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
10,960
shares
|
$540,108
0.01% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
10,750
shares
|
$529,760
0.11% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Feb 20, 2025 Q4 2024 |
10,650
shares
|
$524,832
0.45% of portfolio
|
Q4 2024
Added 13.3%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,642
shares
|
$524,437
0.01% of portfolio
|
Q4 2023
Reduced 1.71%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
10,557
shares
|
$520,248
0.0% of portfolio
|
Q1 2025
Reduced 17.47%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
10,508
shares
|
$517,834
0.0% of portfolio
|
Q1 2025
Reduced 81.65%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,411
shares
|
$513,054
0.03% of portfolio
|
Q3 2022
Reduced 8.98%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
10,393
shares
|
$512,167
0.01% of portfolio
|
Q2 2025
Added 8.16%
|