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Citizens Financial Group (CFG) Institutional Ownership

Citizens Financial Group logo
$70.96 -0.02 (-0.02%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$71.14 +0.17 (+0.25%)
As of 07/2/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Citizens Financial Group (NYSE:CFG)

Current
Institutional Ownership
Percentage
94.90%
Number of
Institutional Buyers
(last 12 months)
627
Total
Institutional Inflows
(last 12 months)
$4.07B
Number of
Institutional Sellers
(last 12 months)
378
Total
Institutional Outflows
(last 12 months)
$3.52B
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CFG Institutional Buying and Selling by Quarter

Citizens Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Versant Capital Management Inc8,651$606K0.1%+20.6%0.002%
6/22/2026Sapient Capital LLC4,991$299K0.0%+6.0%0.001%
6/18/2026Pacer Advisors Inc.21,352$1.28M0.0%-50.1%0.005%
6/16/2026 PVG Asset Management Corp17,245$1.03M0.7%N/A0.004%
6/3/2026Parallel Advisors LLC6,707$402K0.0%+10.3%0.002%
6/3/2026NewEdge Advisors LLC112,088$6.72M0.0%+67.3%0.027%
6/1/2026Caerus Investment Advisors LLC9,772$586K0.2%+2.7%0.002%
5/28/2026Cozad Asset Management Inc.4,502$270K0.0%N/A0.001%
5/26/2026Glenmede Trust Co. NA31,989$1.92M0.0%+12.0%0.008%
5/22/2026Summitry LLC7,697$462K0.0%+27.5%0.002%
5/22/2026Groupama Asset Managment13,505$810K0.0%-56.8%0.003%
5/21/2026Montchanin Asset Management LLC10,000$600K0.6%N/A0.002%
5/19/2026Bank of America Corp DE2,682,294$160.86M0.0%+4.9%0.634%
5/19/2026Janus Henderson Group PLC55,313$3.32M0.0%-4.4%0.013%
5/19/2026Bull Harbor Capital LLC23,486$1.41M0.4%N/A0.006%
5/19/2026Strategic Investment Advisors MI37,111$2.22M0.2%+12.4%0.009%
5/19/2026Arkadios Wealth Advisors6,330$380K0.0%+10.0%0.001%
5/18/2026Amundi2,810,153$168.53M0.0%-20.0%0.665%
5/18/2026EverSource Wealth Advisors LLC11,206$672K0.0%+16.6%0.003%
5/18/2026California State Teachers Retirement System555,907$33.34M0.0%-0.5%0.131%
5/18/2026Royal Bank of Canada4,034,949$241.98M0.0%-15.6%0.954%
5/18/2026Empowered Funds LLC34,775$2.09M0.0%+182.9%0.008%
5/16/2026The Manufacturers Life Insurance Company 2,050,406$122.96M0.1%-5.8%0.485%
5/16/2026Infrastructure Capital Advisors LLC82,212$4.93M0.3%+83.8%0.019%
5/16/2026Maverick Capital Ltd.22,222$1.33M0.0%N/A0.005%
5/16/2026Quantinno Capital Management LP1,311,269$78.64M0.1%+28.7%0.310%
5/16/2026Family Manage LLC4,168$250K0.0%+8.3%0.001%
5/15/2026Gateway Wealth Partners LLC10,428$625K0.0%N/A0.002%
5/15/2026Weiss Asset Management LP16,860$1.01M0.0%N/A0.004%
5/15/2026OMERS ADMINISTRATION Corp37,578$2.25M0.0%+126.9%0.009%
5/15/202644 Wealth Management LLC14,338$860K0.3%+103.1%0.003%
5/15/2026Lombard Odier Asset Management Switzerland SA25,100$1.51M0.1%+32.1%0.006%
5/15/2026Lombard Odier Asset Management USA Corp3,424$205K0.0%N/A0.001%
5/15/2026Waverly Advisors LLC14,421$865K0.0%+54.7%0.003%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund664,705$39.86M0.1%+34.3%0.157%
5/14/2026Dai ichi Life Insurance Company Ltd9,330$560K0.0%-46.4%0.002%
5/14/2026Public Employees Retirement System of Ohio230,577$13.83M0.0%-9.4%0.055%
5/14/2026Compound Planning Inc.7,222$433K0.0%+17.4%0.002%
5/14/2026Klingman & Associates LLC456,878$27.40M1.3%+7.0%0.108%
5/14/2026Caxton Associates LLP3,537$212K0.0%-98.3%0.001%
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5/14/2026Bank of Nova Scotia57,904$3.47M0.0%-3.9%0.014%
5/14/2026Systematic Financial Management LP98,097$5.88M0.1%-2.5%0.023%
5/14/2026Sei Investments Co.349,068$20.94M0.0%+6.7%0.083%
5/14/2026Lido Advisors LLC14,388$863K0.0%-1.8%0.003%
5/14/2026State of Wyoming4,774$286K0.0%+166.0%0.001%
5/13/2026Cetera Investment Advisers159,144$9.54M0.0%-3.3%0.038%
5/13/2026Arvest Bank Trust Division37,314$2.24M0.1%+1.3%0.009%
5/13/2026First Trust Advisors LP1,138,819$68.30M0.0%-9.7%0.269%
5/12/2026Westpac Banking Corp824$49K0.0%-41.4%0.000%
5/12/2026Bellwether Advisors LLC66,846$4.01M0.7%N/A0.016%
5/12/2026ABN Amro Investment Solutions64,894$3.89M0.1%+185.3%0.015%
5/8/2026Oslo Pensjonsforsikring AS780$47K0.0%N/A0.000%
5/8/2026HORAN Wealth LLC162,310$9.71M0.9%+101.8%0.038%
5/8/2026Andra AP fonden138,600$8.31M0.1%+26.8%0.033%
5/8/2026Johnson Financial Group Inc.1,873$112K0.0%-20.2%0.000%
5/8/2026Commerzbank Aktiengesellschaft FI22,096$1.33M0.0%-35.1%0.005%
5/7/2026Legacy Wealth Managment LLC ID2,080$125K0.1%+12.8%0.000%
5/7/2026Earned Wealth Advisors LLC4,465$268K0.0%+20.6%0.001%
5/7/2026Meeder Asset Management Inc.10,431$626K0.0%+34.2%0.002%
5/7/2026Meeder Advisory Services Inc.25,779$1.55M0.1%-1.6%0.006%
5/7/2026Dimensional Fund Advisors LP4,719,160$282.93M0.1%+0.6%1.116%
5/7/2026Balefire LLC4,960$297K0.1%-6.1%0.001%
5/7/2026Parallel Advisors LLC6,707$402K0.0%+10.3%0.002%
5/7/2026Boston Common Asset Management LLC45,677$2.74M0.2%N/A0.011%
5/7/2026KBC Group NV162,157$9.73M0.0%+1.4%0.038%
5/7/2026SEB Asset Management AB86,682$5.20M0.0%N/A0.020%
5/7/2026Valley Wealth Managers Inc.472,584$28.34M1.8%-3.9%0.112%
5/7/2026Mediolanum International Funds Ltd163,261$9.38M0.1%+4.1%0.039%
5/7/2026WealthTrust Asset Management LLC17,131$1.03M0.6%+3.1%0.004%
5/6/2026California Public Employees Retirement System827,813$49.64M0.0%+3.2%0.196%
5/6/2026Heartland Bank & Trust Co9,582$575K0.1%+3.3%0.002%
5/6/2026Kera Capital Partners Inc.12,656$759K0.1%+2.3%0.003%
5/6/2026Assetmark Inc.1,788,249$107.24M0.2%+6.6%0.421%
5/6/2026Angeles Wealth Management LLC4,046$243K0.0%+15.1%0.001%
5/6/2026Bessemer Group Inc.13,340$801K0.0%-3.0%0.003%
5/6/2026Allspring Global Investments Holdings LLC513,090$31.08M0.1%+1.7%0.121%
5/6/2026Independent Financial Group LLC7,720$463K0.0%N/A0.002%
5/6/2026Prosperity Consulting Group LLC28,764$1.73M0.1%+5.2%0.007%
5/5/2026Bastion Asset Management Inc.27,213$1.62M0.5%N/A0.006%
5/5/2026Wealthfront Advisers LLC192,794$11.56M0.0%-1.0%0.045%
5/5/2026Bank of New York Mellon Corp2,524,511$151.40M0.0%-1.5%0.594%
5/5/2026Geneos Wealth Management Inc.775$46K0.0%+183.9%0.000%
5/5/2026Sanctuary Advisors LLC55,768$3.34M0.0%+12.4%0.013%
5/5/2026Checchi Capital Advisers LLC4,821$289K0.0%+33.7%0.001%
5/4/2026Legacy Capital Group California Inc.12,944$776K0.3%-10.1%0.003%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,896$713K0.0%+80.2%0.003%
5/4/2026Bryn Mawr Trust Advisors LLC3,815$229K0.0%N/A0.001%
5/4/2026Bleakley Financial Group LLC20,721$1.24M0.0%+15.5%0.005%
5/4/2026State of Michigan Retirement System121,973$7.32M0.0%-1.2%0.029%
5/4/2026Principal Financial Group Inc.493,588$29.60M0.0%-0.7%0.116%
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5/4/2026Chicago Partners Investment Group LLC26,574$1.73M0.0%+30.2%0.006%
5/4/2026J. Safra Sarasin Holding AG7,660$459K0.0%+4.4%0.002%
5/2/2026International Assets Investment Management LLC4,076$247K0.0%-7.6%0.001%
5/2/2026Diversify Wealth Management LLC3,113$201K0.0%N/A0.001%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS98,997$5.94M0.0%-0.9%0.023%
5/1/2026Citizens Financial Group Inc. RI315,426$18.92M0.3%-7.1%0.074%
5/1/2026Fifth Third Bancorp97,613$5.85M0.0%+225.0%0.023%
5/1/2026American Trust4,502$270K0.0%-5.0%0.001%
5/1/2026Candriam S.C.A.46,597$2.79M0.0%-10.9%0.011%
5/1/2026Sequoia Financial Advisors LLC49,442$2.97M0.0%+11.0%0.012%


CFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 977 institutional investors and hedge funds held shares of Citizens Financial Group. The most heavily invested institutionals were Vanguard Group Inc. ($3.00B), Capital World Investors ($2.15B), State Street Corp ($1.33B), Invesco Ltd. ($1.33B), Geode Capital Management LLC ($661.05M), Morgan Stanley ($655.24M), and Capital International Investors ($467.39M).Learn more on Citizens Financial Group's institutional investors.

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

Of the 856 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: Norges Bank ($17.32M), Wellington Management Group LLP ($7.98M), AQR Capital Management LLC ($7.17M), Ninety One UK Ltd ($6.57M), Assenagon Asset Management S.A. ($2.96M), Alyeska Investment Group L.P. ($2.89M), and Victory Capital Management Inc. ($2.84M).

Institutional investors have bought a total of 76,655,621 shares in the last 24 months. This purchase volume represents approximately $4.07B in transactions.

Of the 378 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: Fuller & Thaler Asset Management Inc. ($13.28M), Amundi ($10.31M), AustralianSuper Pty Ltd ($5.11M), AQR Capital Management LLC ($2.44M), Wellington Management Group LLP ($1.90M), State Street Corp ($1.52M), and Bank of Montreal Can ($1.48M).

Institutional investors have sold a total of 65,693,620 shares in the last 24 months. This volume of shares sold represents approximately $3.52B in transactions.


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This page (NYSE:CFG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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