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 |
|---|---|---|---|---|---|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,341
shares
|
$508,053
0.0% of portfolio
|
Q3 2022
Reduced 43.22%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
10,279
shares
|
$505,007
0.02% of portfolio
|
Q1 2025
Reduced 4.67%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
10,105
shares
|
$496,458
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
10,016
shares
|
$492,086
0.02% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
10,000
shares
|
$491,300
0.13% of portfolio
|
Q1 2019
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,996
shares
|
$491,103
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
9,984
shares
|
$490,513
0.16% of portfolio
|
Q2 2025
Reduced 31.06%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
9,858
shares
|
$484,323
0.01% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
9,814
shares
|
$482,161
0.13% of portfolio
|
Q2 2025
Added 93.38%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
9,719
shares
|
$477,494
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Greenwich Investment Management, Inc.
Stamford, CT |
Aug 14, 2024 Q2 2024 |
9,700
shares
|
$476,561
0.33% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
9,686
shares
|
$475,873
0.01% of portfolio
|
Q2 2025
Added 28.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
9,609
shares
|
$472,090
0.01% of portfolio
|
Q1 2025
Added 40.69%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
9,386
shares
|
$461,134
0.05% of portfolio
|
Q3 2020
Reduced 4.84%
|
|
|
Counterpoint Mutual Funds LLC
|
Jul 14, 2025 Q2 2025 |
9,327
shares
|
$458,235
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
9,281
shares
|
$455,975
0.05% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,217
shares
|
$452,831
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
9,036
shares
|
$443,938
0.05% of portfolio
|
Q1 2025
Added 9.32%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
9,006
shares
|
$442,464
0.02% of portfolio
|
Q3 2022
Reduced 1.09%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
8,961
shares
|
$440,253
0.26% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
8,953
shares
|
$439,860
0.02% of portfolio
|
Q1 2025
Added 74.93%
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
8,917
shares
|
$438,092
0.02% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
8,838
shares
|
$434,210
0.01% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
8,828
shares
|
$433,719
0.15% of portfolio
|
Q3 2022
Added 9.76%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
8,813
shares
|
$432,982
0.01% of portfolio
|
Q2 2025
Reduced 0.88%
|