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 937 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 $20.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Citizens National Bank Trust Department
|
Jul 23, 2025 Q2 2025 |
300
shares
|
$14,784
0.0% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Spurstone Advisory Services, LLC
Higganum, CT |
May 12, 2025 Q1 2025 |
300
shares
|
$14,784
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
300
shares
|
$14,784
0.0% of portfolio
|
Q1 2024
Reduced 83.31%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
288
shares
|
$14,192
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
272
shares
|
$13,404
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
270
shares
|
$13,305
0.01% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
259
shares
|
$12,763
0.0% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
256
shares
|
$12,615
0.0% of portfolio
|
Q2 2024
Reduced 87.29%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
251
shares
|
$12,369
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
250
shares
|
$12,320
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
246
shares
|
$12,122
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
236
shares
|
$11,630
0.0% of portfolio
|
Q1 2025
Added 129.13%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
227
shares
|
$11,186
0.01% of portfolio
|
Q1 2025
Reduced 26.54%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
218
shares
|
$10,743
0.0% of portfolio
|
Q3 2023
Reduced 69.64%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
209
shares
|
$10,299
0.0% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
205
shares
|
$10,102
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
201
shares
|
$9,905
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
200
shares
|
$9,856
0.0% of portfolio
|
Q4 2023
Reduced 9.91%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
200
shares
|
$9,856
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
198
shares
|
$9,757
0.0% of portfolio
|
Q2 2024
Added 1000.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
191
shares
|
$9,412
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
184
shares
|
$9,067
0.0% of portfolio
|
Q2 2025
Added 54.62%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
176
shares
|
$8,673
0.0% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
174
shares
|
$8,574
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
173
shares
|
$8,525
0.04% of portfolio
|
Q1 2025
New holding
|