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 876 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 $19.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,782
shares
|
$512,899
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
10,642
shares
|
$506,239
0.01% of portfolio
|
Q4 2023
Reduced 1.71%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
10,621
shares
|
$505,240
0.0% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
10,609
shares
|
$504,670
0.06% of portfolio
|
Q3 2024
Reduced 42.25%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
10,545
shares
|
$501,625
0.02% of portfolio
|
Q4 2024
Added 58.95%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
10,411
shares
|
$495,251
0.03% of portfolio
|
Q3 2022
Reduced 8.98%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,341
shares
|
$491,921
0.0% of portfolio
|
Q3 2022
Reduced 43.22%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
10,214
shares
|
$485,879
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
10,105
shares
|
$480,694
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
10,013
shares
|
$476,318
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Triasima Portfolio Management Inc.
|
Jan 28, 2025 Q4 2024 |
10,004
shares
|
$475,890
0.1% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
10,000
shares
|
$475,700
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Hennessy Advisors Inc
Novato, CA |
Jan 14, 2025 Q4 2024 |
10,000
shares
|
$475,700
0.01% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
9,827
shares
|
$467,470
0.01% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
9,700
shares
|
$461,429
0.33% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
9,640
shares
|
$458,574
0.29% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
9,632
shares
|
$458,194
0.42% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Montchanin Asset Management, LLC
Montchanin, DE |
Nov 15, 2024 Q3 2024 |
9,400
shares
|
$447,158
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,386
shares
|
$446,492
0.05% of portfolio
|
Q3 2020
Reduced 4.84%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,306
shares
|
$442,686
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
9,178
shares
|
$436,597
0.06% of portfolio
|
Q3 2024
Added 582.38%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
9,177
shares
|
$436,549
0.0% of portfolio
|
Q3 2024
Reduced 71.27%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,006
shares
|
$428,415
0.02% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
8,828
shares
|
$419,947
0.15% of portfolio
|
Q3 2022
Added 9.76%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,743
shares
|
$415,904
0.01% of portfolio
|
Q3 2024
Added 22.28%
|