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 $20.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
53
shares
|
$2,575
0.0% of portfolio
|
Q1 2025
Reduced 71.2%
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
51
shares
|
$2,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
50
shares
|
$2,430
0.0% of portfolio
|
Q2 2023
Reduced 1.96%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
50
shares
|
$2,430
0.0% of portfolio
|
Q4 2022
Reduced 92.9%
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
48
shares
|
$2,332
0.0% of portfolio
|
Q1 2025
Reduced 39.24%
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
47
shares
|
$2,284
0.0% of portfolio
|
Q1 2025
New holding
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
46
shares
|
$2,235
0.0% of portfolio
|
Q1 2025
New holding
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
46
shares
|
$2,235
0.0% of portfolio
|
Q1 2025
Added 35.29%
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
44
shares
|
$2,138
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
44
shares
|
$2,138
0.0% of portfolio
|
Q4 2024
New holding
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
43
shares
|
$2,089
0.0% of portfolio
|
Q4 2023
New holding
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
42
shares
|
$2,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
41
shares
|
$1,992
0.0% of portfolio
|
Q2 2022
Added 115.79%
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
38
shares
|
$1,846
0.0% of portfolio
|
Q4 2024
Reduced 39.68%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
35
shares
|
$1,701
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
32
shares
|
$1,555
0.0% of portfolio
|
Q1 2025
Added 190.91%
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
32
shares
|
$1,555
0.0% of portfolio
|
Q2 2025
Added 10.34%
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
30
shares
|
$1,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$1,458
0.0% of portfolio
|
Q2 2024
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28
shares
|
$1,360
0.0% of portfolio
|
Q4 2023
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
28
shares
|
$1,360
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
26
shares
|
$1,263
0.0% of portfolio
|
Q2 2025
Reduced 49.02%
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
25
shares
|
$1,215
0.0% of portfolio
|
Q1 2025
New holding
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
25
shares
|
$1,215
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
23
shares
|
$1,117
0.0% of portfolio
|
Q3 2024
New holding
|