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 932 institutions that hold shares in the stock, with a total of 421 Million shares, which have been reported (via 13F filing form) to have a value of $22.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
34
shares
|
$1,801
0.0% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
33
shares
|
$1,748
0.0% of portfolio
|
Q2 2025
Added 2703.03%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
32
shares
|
$1,695
0.0% of portfolio
|
Q2 2025
Added 10.34%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
31
shares
|
$1,642
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$1,589
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
29
shares
|
$1,536
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28
shares
|
$1,483
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
28
shares
|
$1,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
26
shares
|
$1,377
0.0% of portfolio
|
Q2 2025
Reduced 49.02%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
25
shares
|
$1,324
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
25
shares
|
$1,324
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
22
shares
|
$1,165
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
21
shares
|
$1,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
20
shares
|
$1,059
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
18
shares
|
$953
0.0% of portfolio
|
Q2 2025
Reduced 90.91%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
17
shares
|
$900
0.0% of portfolio
|
Q1 2025
Reduced 70.69%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
17
shares
|
$900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
17
shares
|
$900
0.0% of portfolio
|
Q2 2025
Added 88.89%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
17
shares
|
$900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
16
shares
|
$847
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
16
shares
|
$847
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
15
shares
|
$794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
12
shares
|
$635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
11
shares
|
$582
0.0% of portfolio
|
Q2 2025
Reduced 56.0%
|
|
|
West End Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
10
shares
|
$529
0.0% of portfolio
|
Q2 2025
Reduced 23.08%
|