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 908 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 $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
6,428
shares
|
$256,541
0.0% of portfolio
|
Q3 2024
Reduced 10.86%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
6,400
shares
|
$255,423
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
6,396
shares
|
$255,264
0.12% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
6,375
shares
|
$254,426
0.03% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,374
shares
|
$254,386
0.02% of portfolio
|
Q4 2024
Reduced 16.49%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
6,347
shares
|
$253,308
0.01% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Feb 11, 2025 Q4 2024 |
6,334
shares
|
$252,789
0.14% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,288
shares
|
$250,954
0.16% of portfolio
|
Q3 2024
Reduced 59.58%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
6,284
shares
|
$250,794
0.03% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
6,254
shares
|
$249,597
0.01% of portfolio
|
Q4 2024
Reduced 11.22%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,207
shares
|
$247,721
0.0% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
6,189
shares
|
$247,002
0.13% of portfolio
|
Q4 2024
Reduced 26.94%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
6,179
shares
|
$246,603
0.01% of portfolio
|
Q4 2024
Added 19.06%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
6,153
shares
|
$245,566
0.03% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
6,144
shares
|
$245,207
0.01% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
6,139
shares
|
$245,007
0.0% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
6,093
shares
|
$243,171
0.09% of portfolio
|
Q4 2024
Added 30.33%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
6,029
shares
|
$240,617
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
6,001
shares
|
$239,499
0.04% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,920
shares
|
$236,267
0.01% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
5,900
shares
|
$235,468
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
5,899
shares
|
$235,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
5,889
shares
|
$235,029
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,815
shares
|
$232,076
0.01% of portfolio
|
Q2 2020
Reduced 59.05%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
5,812
shares
|
$231,956
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|