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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
5,300
shares
|
$260,389
0.01% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
5,264
shares
|
$258,620
0.01% of portfolio
|
Q2 2025
Reduced 64.11%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,247
shares
|
$257,785
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jul 01, 2025 Q2 2025 |
5,217
shares
|
$256,311
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
5,200
shares
|
$255,476
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
5,192
shares
|
$255,082
0.01% of portfolio
|
Q1 2025
Reduced 58.73%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
5,178
shares
|
$254,395
0.0% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
5,161
shares
|
$253,559
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Trust Asset Management LLC
Houston, TX |
May 12, 2025 Q1 2025 |
5,138
shares
|
$252,429
0.02% of portfolio
|
Q1 2025
Reduced 12.75%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
5,119
shares
|
$251,496
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
5,106
shares
|
$250,857
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,093
shares
|
$250,219
0.0% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
May 09, 2025 Q1 2025 |
5,085
shares
|
$249,826
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
5,053
shares
|
$248,253
0.0% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
5,028
shares
|
$247,025
0.01% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
4,967
shares
|
$244,028
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,878
shares
|
$239,656
0.02% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
4,827
shares
|
$237,150
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
4,657
shares
|
$228,798
0.02% of portfolio
|
Q2 2025
Reduced 27.34%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
4,624
shares
|
$227,177
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
4,597
shares
|
$225,850
0.03% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
4,588
shares
|
$225,408
0.14% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,544
shares
|
$223,246
0.0% of portfolio
|
Q1 2025
Reduced 48.22%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
4,494
shares
|
$220,790
0.05% of portfolio
|
Q2 2022
Reduced 2.83%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
4,475
shares
|
$219,856
0.08% of portfolio
|
Q1 2025
New holding
|