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Citizens Financial Group (CFG) Institutional Ownership

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$47.52 +0.70 (+1.48%)
As of 02:26 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Citizens Financial Group (NYSE:CFG)

Current
Institutional Ownership
Percentage
94.90%
Number of
Institutional Buyers
(last 12 months)
528
Total
Institutional Inflows
(last 12 months)
$2.80B
Number of
Institutional Sellers
(last 12 months)
383
Total
Institutional Outflows
(last 12 months)
$1.90B
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CFG Institutional Buying and Selling by Quarter

Citizens Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/4/2025Simon Quick Advisors LLC10,186$456K0.0%+13.8%0.002%
8/4/2025Strs Ohio578,824$25.90M0.1%+1,247.5%0.132%
8/4/2025Amalgamated Bank84,011$3.76M0.0%-2.3%0.019%
8/4/2025Atria Investments Inc32,170$1.44M0.0%-17.0%0.007%
8/4/2025Retirement Systems of Alabama93,053$4.16M0.0%-0.9%0.021%
8/4/2025Assetmark Inc.1,690,454$75.65M0.2%+25.4%0.387%
8/4/2025Keybank National Association OH49,142$2.20M0.0%+146.2%0.011%
8/4/2025Hantz Financial Services Inc.44,665$2.00M0.0%-3.7%0.010%
8/4/2025World Investment Advisors6,449$289K0.0%-35.5%0.001%
8/1/2025 Trust Investment Advisors35,156$1.57M1.0%-5.5%0.008%
8/1/2025 Howard Capital Management Inc.11,758$526K0.0%N/A0.003%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund86,484$3.87M0.0%+17.7%0.020%
8/1/2025 SYM FINANCIAL Corp8,679$388K0.0%-4.0%0.002%
8/1/2025 AustralianSuper Pty Ltd2,784,020$124.59M0.6%+4.8%0.637%
8/1/2025 Teacher Retirement System of Texas374,135$16.74M0.1%-38.6%0.086%
8/1/2025 Transcend Capital Advisors LLC6,496$291K0.0%N/A0.001%
8/1/2025 Cobblestone Capital Advisors LLC NY10,387$465K0.0%+3.7%0.002%
8/1/2025 Bessemer Group Inc.13,433$600K0.0%-63.2%0.003%
8/1/2025 GoalVest Advisory LLC680$30K0.0%+16,900.0%0.000%
8/1/2025 Envestnet Asset Management Inc.546,961$24.48M0.0%-12.0%0.125%
7/31/2025 Nisa Investment Advisors LLC64,449$2.88M0.0%+57.1%0.015%
7/31/2025 Wealthfront Advisers LLC199,479$8.93M0.0%+6.3%0.046%
7/31/2025 Brighton Jones LLC13,892$622K0.0%+167.2%0.003%
7/31/2025 MQS Management LLC9,684$433K0.2%-15.5%0.002%
7/31/2025 Kornitzer Capital Management Inc. KS396,634$17.75M0.4%-1.8%0.091%
7/31/2025 CVA Family Office LLC1,387$62K0.0%-14.0%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC10,696$478K0.0%-30.3%0.002%
7/31/2025 AlphaQuest LLC54,901$2.46M0.2%+54.7%0.013%
7/31/2025 Sumitomo Mitsui Trust Group Inc.1,013,771$45.37M0.0%-5.2%0.232%
7/31/2025 Asset Management One Co. Ltd.178,470$7.99M0.0%-1.3%0.041%
7/30/2025 Bleakley Financial Group LLC13,271$594K0.0%+12.0%0.003%
7/30/2025 LifeWealth Investments LLC10,299$461K0.1%-21.7%0.002%
7/30/2025 Forum Financial Management LP13,150$588K0.0%+8.3%0.003%
7/30/2025 Ethic Inc.47,156$2.10M0.0%-13.9%0.011%
7/30/2025 Cookson Peirce & Co. Inc.28,544$1.28M0.1%+25.4%0.007%
7/30/2025 Brookstone Capital Management7,497$336K0.0%+2.9%0.002%
7/30/2025 Securian Asset Management Inc.22,636$1.01M0.0%-2.2%0.005%
7/30/2025 DekaBank Deutsche Girozentrale275,006$12.24M0.0%+0.2%0.063%
7/29/2025 Sentry Investment Management LLC1,304$62K0.0%N/A0.000%
7/29/2025 Cidel Asset Management Inc.4,630$207K0.0%N/A0.001%
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7/29/2025 Chicago Partners Investment Group LLC9,353$419K0.0%N/A0.002%
7/29/2025 Mutual of America Capital Management LLC49,734$2.23M0.0%-2.2%0.011%
7/29/2025 Chevy Chase Trust Holdings LLC229,051$10.25M0.0%-0.1%0.052%
7/29/2025 Private Trust Co. NA1,428$64K0.0%-55.6%0.000%
7/29/2025 Nordea Investment Management AB6,399,905$287.93M0.3%+20.7%1.464%
7/28/2025 Allianz Asset Management GmbH572,759$25.63M0.0%-5.6%0.131%
7/28/2025 New York State Teachers Retirement System367,438$16.44M0.0%-1.5%0.084%
7/28/2025 Twin Tree Management LP21,702$971K0.0%-28.0%0.005%
7/28/2025 Harbour Investments Inc.804$36K0.0%-81.9%0.000%
7/28/2025 AEGON ASSET MANAGEMENT UK Plc1,174,283$52.51M0.7%-10.9%0.269%
7/28/2025 TD Asset Management Inc161,783$7.24M0.0%-1.0%0.037%
7/28/2025 Morningstar Investment Management LLC7,772$348K0.0%N/A0.002%
7/25/2025 Heartland Bank & Trust Co9,390$420K0.2%-3.4%0.002%
7/25/2025 NorthRock Partners LLC6,908$309K0.0%+19.3%0.002%
7/25/2025 Envestnet Portfolio Solutions Inc.10,369$464K0.0%-11.5%0.002%
7/25/2025 Sequoia Financial Advisors LLC31,995$1.43M0.0%+29.5%0.007%
7/25/2025 Yousif Capital Management LLC57,058$2.55M0.0%-1.8%0.013%
7/25/2025 Allspring Global Investments Holdings LLC349,420$16.11M0.0%-0.9%0.080%
7/25/2025 CWM LLC76,695$3.43M0.0%-45.3%0.018%
7/25/2025 Board of the Pension Protection Fund32,400$1.45M1.6%N/A0.007%
7/25/2025 Vanguard Personalized Indexing Management LLC69,778$3.13M0.0%+11.2%0.016%
7/25/2025 Concurrent Investment Advisors LLC5,219$234K0.0%N/A0.001%
7/25/2025 waypoint wealth counsel5,146$230K0.1%N/A0.001%
7/25/2025 Apollon Wealth Management LLC16,726$749K0.0%-18.4%0.004%
7/24/2025 Drucker Wealth 3.0 LLC4,748$225K0.0%N/A0.001%
7/24/2025 Aberdeen Group plc332,060$14.86M0.0%+4.5%0.076%
7/24/2025 PDS Planning Inc4,996$224K0.0%N/A0.001%
7/24/2025 Blue Trust Inc.10,393$465K0.0%+8.2%0.002%
7/24/2025 Thompson Investment Management Inc.126,351$5.65M0.8%-1.3%0.029%
7/24/2025 Commerzbank Aktiengesellschaft FI39,716$1.78M0.0%+37.7%0.009%
7/24/2025 Pinion Investment Advisors LLC6,591$295K0.1%+32.7%0.002%
7/24/2025 IFP Advisors Inc7,432$333K0.0%-12.3%0.002%
7/24/2025 Callan Family Office LLC7,656$343K0.0%N/A0.002%
7/24/2025 Blair William & Co. IL15,411$690K0.0%+5.6%0.004%
7/24/2025 McElhenny Sheffield Capital Management LLC155,000$6.94M0.4%N/A0.035%
7/24/2025 US Bancorp DE32,643$1.46M0.0%-2.0%0.007%
7/23/2025 Hager Investment Management Services LLC13,980$626K0.4%+35.5%0.003%
7/23/2025 Vontobel Holding Ltd.5,028$225K0.0%-8.8%0.001%
7/23/2025 REAP Financial Group LLC736$33K0.0%+72.4%0.000%
7/23/2025 Shell Asset Management Co.53,137$2.38M0.1%+117.3%0.012%
7/23/2025 Kingswood Wealth Advisors LLC6,384$286K0.0%-73.6%0.001%
7/23/2025 KLP Kapitalforvaltning AS148,060$6.63M0.0%+5.3%0.034%
7/22/2025 Knights of Columbus Asset Advisors LLC5,264$236K0.0%-64.1%0.001%
7/21/2025 111 Capital6,188$277K0.0%-74.6%0.001%
7/21/2025 Hennessy Advisors Inc.8,000$358K0.0%-46.7%0.002%
7/21/2025 QRG Capital Management Inc.17,615$788K0.0%-58.7%0.004%
7/21/2025 ZWJ Investment Counsel Inc.108,219$4.84M0.2%+7.0%0.025%
7/21/2025 Boyar Asset Management Inc.5,161$231K0.2%N/A0.001%
7/21/2025 Ascent Group LLC68,769$3.08M0.1%-0.3%0.016%
7/21/2025 Sterling Investment Counsel LLC14,457$647K0.4%-41.9%0.003%
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7/21/2025 Mirae Asset Global Investments Co. Ltd.50,385$2.26M0.0%+4.1%0.012%
7/21/2025 J. Safra Sarasin Holding AG14,168$634K0.0%-50.0%0.003%
7/21/2025 Lecap Asset Management Ltd.9,984$447K0.2%-31.1%0.002%
7/18/2025 Robeco Institutional Asset Management B.V.26,852$1.20M0.0%+2.9%0.006%
7/18/2025 Woodward Diversified Capital LLC5,314$238K0.1%N/A0.001%
7/18/2025 Newman Dignan & Sheerar Inc.19,725$883K0.2%-3.1%0.005%
7/18/2025 Trust Co. of Vermont641$29K0.0%+177.5%0.000%
7/18/2025 Lynx Investment Advisory8,961$401K0.3%+2.8%0.002%
7/18/2025 LBP AM SA128,649$5.76M0.1%N/A0.029%
7/18/2025 Truist Financial Corp142,120$6.36M0.0%-3.7%0.033%
(Data available from 1/1/2016 forward)

CFG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CFG shares?

During the previous two years, 842 institutional investors and hedge funds held shares of Citizens Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.10B), BlackRock Inc. ($1.58B), Capital World Investors ($1.57B), State Street Corp ($1.06B), Invesco Ltd. ($958.21M), Geode Capital Management LLC ($477.04M), and Amundi ($454.43M).Learn more on Citizens Financial Group's institutional investors.

What percentage of Citizens Financial Group's stock is owned by institutional investors?

94.90% of Citizens Financial Group's stock is owned by institutional investors. Learn more on CFG's institutional investor holdings.

Which institutional investors have been buying Citizens Financial Group's stock?

Of the 692 institutional investors that purchased Citizens Financial Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($13.34M), Norges Bank ($9.10M), AQR Capital Management LLC ($7.83M), Hotchkis & Wiley Capital Management LLC ($5.94M), AustralianSuper Pty Ltd ($4.02M), Assenagon Asset Management S.A. ($3.54M), and Fuller & Thaler Asset Management Inc. ($2.99M).

How much institutional buying is happening at Citizens Financial Group?

Institutional investors have bought a total of 66,634,830 shares in the last 24 months. This purchase volume represents approximately $2.80B in transactions.

Which of Citizens Financial Group's major shareholders have been selling company stock?

Of the 383 institutional investors that sold Citizens Financial Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Amundi ($6.82M), Hotchkis & Wiley Capital Management LLC ($5.52M), Wellington Management Group LLP ($5.26M), FMR LLC ($4.42M), Invesco Ltd. ($1.68M), Assenagon Asset Management S.A. ($1.53M), and Prudential Financial Inc. ($1.03M).

How much institutional selling is happening at Citizens Financial Group?

Institutional investors have sold a total of 45,206,436 shares in the last 24 months. This volume of shares sold represents approximately $1.90B in transactions.



This page (NYSE:CFG) was last updated on 8/4/2025 by MarketBeat.com Staff
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