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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
638
shares
|
$31,344
0.0% of portfolio
|
Q1 2025
Added 11.73%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
630
shares
|
$30,951
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
624
shares
|
$30,657
0.0% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
608
shares
|
$29,871
0.0% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
607
shares
|
$29,821
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
588
shares
|
$28,888
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
551
shares
|
$27,070
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
550
shares
|
$27,021
0.01% of portfolio
|
Q4 2022
Reduced 21.99%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
500
shares
|
$24,565
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
476
shares
|
$23,385
0.02% of portfolio
|
Q2 2025
Added 106.96%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
475
shares
|
$23,336
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
460
shares
|
$22,599
0.0% of portfolio
|
Q1 2025
Added 14.71%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
457
shares
|
$22,452
0.0% of portfolio
|
Q1 2025
Reduced 78.74%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
427
shares
|
$20,978
0.0% of portfolio
|
Q1 2025
Added 62.98%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
414
shares
|
$20,339
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
400
shares
|
$19,652
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
394
shares
|
$19,357
0.01% of portfolio
|
Q4 2024
Added 55.73%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
389
shares
|
$19,111
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
378
shares
|
$18,571
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
364
shares
|
$17,883
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
354
shares
|
$17,392
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
350
shares
|
$17,195
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
349
shares
|
$17,146
0.0% of portfolio
|
Q1 2025
Added 12.94%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
346
shares
|
$16,998
0.01% of portfolio
|
Q1 2025
Added 280.22%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
327
shares
|
$16,065
0.01% of portfolio
|
Q2 2025
Added 0.93%
|