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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
7,720
shares
|
$379,283
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Isam Funds (Uk) LTD
London, X0 |
May 15, 2025 Q1 2025 |
7,720
shares
|
$379,283
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
7,646
shares
|
$375,647
0.08% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
7,617
shares
|
$374,223
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Inceptionr LLC
Lafayette, CA |
May 12, 2025 Q1 2025 |
7,615
shares
|
$374,124
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
7,614
shares
|
$374,075
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
7,602
shares
|
$373,486
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,597
shares
|
$373,240
0.03% of portfolio
|
Q4 2022
Reduced 4.49%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
7,555
shares
|
$371,177
0.03% of portfolio
|
Q1 2025
Added 38.93%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,491
shares
|
$368,032
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,475
shares
|
$367,246
0.01% of portfolio
|
Q1 2025
Reduced 41.82%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
7,337
shares
|
$360,466
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
7,283
shares
|
$357,813
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
7,260
shares
|
$356,683
0.01% of portfolio
|
Q4 2024
Added 36.96%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
7,126
shares
|
$350,100
0.0% of portfolio
|
Q1 2025
Added 37.86%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
7,088
shares
|
$348,233
0.07% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
6,909
shares
|
$339,439
0.01% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
6,898
shares
|
$338,898
0.09% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
6,893
shares
|
$338,653
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
6,868
shares
|
$337,424
0.0% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
6,818
shares
|
$334,968
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
6,670
shares
|
$327,697
0.28% of portfolio
|
Q4 2021
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
6,642
shares
|
$326,321
0.01% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Keebeck Alpha, LP
Stamford, CT |
May 13, 2025 Q1 2025 |
6,589
shares
|
$323,717
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,567
shares
|
$322,636
0.0% of portfolio
|
Q2 2025
Reduced 29.97%
|