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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,815
shares
|
$285,690
0.01% of portfolio
|
Q2 2020
Reduced 59.05%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
5,806
shares
|
$285,248
0.02% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
5,792
shares
|
$284,560
0.01% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Momentum Advisors, LLC
|
Feb 14, 2023 Q4 2022 |
5,783
shares
|
$284,118
0.24% of portfolio
|
Q4 2022
Reduced 6.14%
|
|
|
Lansforsakringar Fondforvaltning Ab (Publ)
Stockholm, V7 |
May 14, 2025 Q1 2025 |
5,769
shares
|
$283,430
0.0% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
5,763
shares
|
$283,136
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,745
shares
|
$282,251
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,661
shares
|
$278,124
0.01% of portfolio
|
Q1 2025
Reduced 13.19%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
5,636
shares
|
$276,896
0.09% of portfolio
|
Q3 2024
Reduced 40.25%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,625
shares
|
$276,356
0.0% of portfolio
|
Q1 2024
Reduced 21.05%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
5,603
shares
|
$275,275
0.09% of portfolio
|
Q1 2025
Reduced 16.26%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
5,591
shares
|
$274,685
0.0% of portfolio
|
Q1 2025
Added 21.73%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,589
shares
|
$274,587
0.01% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Poinciana Advisors Group, LLC
Palm Beach Gardens, FL |
Jul 17, 2025 Q2 2025 |
5,585
shares
|
$274,391
0.23% of portfolio
|
Q2 2025
Reduced 20.95%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
5,581
shares
|
$274,194
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
5,536
shares
|
$271,983
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
5,522
shares
|
$271,295
0.0% of portfolio
|
Q2 2025
Added 65.98%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
5,512
shares
|
$270,804
0.0% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
5,449
shares
|
$267,709
0.0% of portfolio
|
Q2 2025
Reduced 49.58%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
5,424
shares
|
$266,481
0.05% of portfolio
|
Q2 2025
Reduced 30.9%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
5,385
shares
|
$264,565
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
May 15, 2025 Q1 2025 |
5,324
shares
|
$261,568
0.03% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,314
shares
|
$261,076
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
5,314
shares
|
$261,076
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
May 07, 2025 Q1 2025 |
5,310
shares
|
$260,880
0.06% of portfolio
|
Q1 2025
New holding
|