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 |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
1,174
shares
|
$46,854
0.11% of portfolio
|
Q3 2024
Reduced 63.88%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,170
shares
|
$46,694
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
1,167
shares
|
$46,574
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
1,167
shares
|
$46,574
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,161
shares
|
$46,335
0.0% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
1,143
shares
|
$45,617
0.0% of portfolio
|
Q4 2023
Reduced 60.96%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
1,135
shares
|
$45,297
0.0% of portfolio
|
Q2 2024
Added 740.74%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
1,067
shares
|
$42,583
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,042
shares
|
$41,586
0.0% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,011
shares
|
$40,349
0.0% of portfolio
|
Q2 2024
Added 484.39%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
971
shares
|
$38,752
0.0% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
927
shares
|
$36,996
0.0% of portfolio
|
Q4 2024
Reduced 94.08%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
889
shares
|
$35,479
0.01% of portfolio
|
Q4 2024
Added 673.04%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
882
shares
|
$35,200
0.01% of portfolio
|
Q2 2022
Added 605.6%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
871
shares
|
$34,761
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
843
shares
|
$33,644
0.0% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
738
shares
|
$29,453
0.02% of portfolio
|
Q2 2022
Added 438.69%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
730
shares
|
$29,134
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
721
shares
|
$28,775
0.0% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
657
shares
|
$26,220
0.01% of portfolio
|
Q1 2024
Added 49.32%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
644
shares
|
$25,702
0.01% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
641
shares
|
$25,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
630
shares
|
$25,143
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
607
shares
|
$24,225
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
605
shares
|
$24,145
0.0% of portfolio
|
Q3 2024
Reduced 12.95%
|