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Citizens Financial Group (CFG) Institutional Ownership

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$74.73 +0.62 (+0.84%)
As of 11:21 AM Eastern
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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)
598
Total
Institutional Inflows
(last 12 months)
$7.37B
Number of
Institutional Sellers
(last 12 months)
333
Total
Institutional Outflows
(last 12 months)
$2.99B
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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
8/14/2026Fiduciary Financial Advisors1,268$89K0.0%N/A0.000%
8/13/2026Infrastructure Capital Advisors LLC84,054$5.89M0.3%N/A0.020%
8/13/2026Cibc World Market Inc.152,132$10.66M0.0%N/A0.036%
8/13/2026OMERS ADMINISTRATION Corp48,054$3.37M0.0%N/A0.011%
8/13/2026Osmosis Investment Management UK Ltd18,130$1.27M0.1%N/A0.004%
8/13/2026Sanctuary Advisors LLC51,168$3.59M0.0%N/A0.012%
8/13/2026Meiji Yasuda Asset Management Co Ltd.9,658$677K0.0%N/A0.002%
8/13/2026 Pinnacle Holdings LLC11,550$809K0.2%N/A0.003%
8/13/2026 Clear Harbor Asset Management LLC12,982$910K0.1%N/A0.003%
8/13/2026 Bank of Nova Scotia51,373$3.60M0.0%N/A0.012%
8/12/2026 Compass Financial Management LLC3,488$257K0.0%N/A0.001%
8/12/2026 Elevation Point Wealth Partners LLC4,505$316K0.0%N/A0.001%
8/12/2026 Daiichi Life Insurance Co. Ltd.9,330$654K0.0%N/A0.002%
8/12/2026 Commerce Bank10,330$724K0.0%N/A0.002%
8/12/2026 Northwestern Mutual Wealth Management Co.20,105$1.41M0.0%N/A0.005%
8/12/2026 Evolve Private Wealth LLC12,217$856K0.1%N/A0.003%
8/12/2026 De Lisle Partners LLP14,863$1.04M0.1%N/A0.004%
8/12/2026 Westpac Banking Corp824$58K0.0%N/A0.000%
8/12/2026 Landscape Capital Management L.L.C.14,354$1.01M0.1%N/A0.003%
8/12/2026 Korea Investment CORP944,042$66.15M0.1%N/A0.224%
8/12/2026 EP Wealth Advisors LLC9,392$658K0.0%N/A0.002%
8/12/2026 Heartland Bank & Trust Co9,460$663K0.1%N/A0.002%
8/12/2026 Ieq Capital LLC415,311$29.10M0.1%N/A0.099%
8/12/2026 Callan Family Office LLC24,045$1.69M0.0%N/A0.006%
8/12/2026 Fund Advisors of America Inc FL5,555$389K0.4%N/A0.001%
8/11/2026 Keating Financial Advisory Services Inc.497$35K0.0%N/A0.000%
8/11/2026 OneAscent Financial Services LLC2,944$206K0.0%N/A0.001%
8/11/2026 Allworth Financial LP12,690$889K0.0%N/A0.003%
8/11/2026 B. Metzler seel. Sohn & Co. AG62,512$4.38M0.0%N/A0.015%
8/11/2026 NFJ Investment Group LLC169,975$11.91M0.4%N/A0.040%
8/11/2026 Virtus Advisers LLC504$35K0.0%N/A0.000%
8/11/2026 Ceredex Value Advisors LLC357,200$25.03M0.7%N/A0.085%
8/11/2026 Mystic Asset Management Inc.9,109$638K0.1%N/A0.002%
8/11/2026 Portfolio Design Labs LLC8,779$615K0.1%N/A0.002%
8/11/2026 Advisors Capital Management LLC10,250$718K0.0%N/A0.002%
8/11/2026 MJP Associates Inc. ADV3,082$216K0.0%N/A0.001%
8/11/2026 Vise Technologies Inc.42,761$3.00M0.0%N/A0.010%
8/11/2026 Asahi Life Asset Management CO. LTD.5,975$419K0.2%N/A0.001%
8/10/2026 Csenge Advisory Group12,396$869K0.0%N/A0.003%
8/10/2026 Johnson Financial Group Inc.1,778$125K0.0%N/A0.000%
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8/10/2026 Tocqueville Asset Management L.P.5,254$368K0.0%N/A0.001%
8/10/2026 Bruni J V & Co. Co.957,732$67.11B6.1%N/A0.227%
8/10/2026 Great Lakes Advisors LLC6,977$489K0.0%N/A0.002%
8/10/2026 Compass Wealth Management LLC10,700$750K0.1%N/A0.003%
8/10/2026 Fig Financial Advisory Services Inc. ADV15,284$1.07M0.6%-28.0%0.004%
8/10/2026 Danske Bank A S309,483$21.69M0.0%N/A0.073%
8/10/2026 Diversify Advisory Services LLC3,135$223K0.0%N/A0.001%
8/8/2026 Wealthfront Advisers LLC189,873$13.30M0.0%N/A0.045%
8/8/2026 Meeder Advisory Services Inc.23,478$1.65M0.1%N/A0.006%
8/7/2026 Citizens Financial Group Inc. RI314,979$22.07M0.3%N/A0.075%
8/7/2026 Buckland Partners Management Co LLC72,000$5.05M2.5%N/A0.017%
8/7/2026 BlackRock Inc.48,737,629$3.42B0.1%N/A11.572%
8/7/2026 Pallas Capital Advisors LLC19,855$1.39M0.0%N/A0.005%
8/7/2026 Deutsche Bank AG2,484,768$174.11M0.1%N/A0.590%
8/7/2026 Perigon Wealth Management LLC8,109$568K0.0%N/A0.002%
8/7/2026 Commerzbank Aktiengesellschaft FI22,096$1.55M0.0%N/A0.005%
8/7/2026 Trust Co. of Vermont1,033$72K0.0%N/A0.000%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.1,040,637$72.92M0.0%N/A0.247%
8/7/2026 OneDigital Investment Advisors LLC5,373$377K0.0%N/A0.001%
8/7/2026 Plato Investment Management Ltd28,670$2.00M0.1%N/A0.007%
8/7/2026 Simplicity Wealth LLC9,620$674K0.0%N/A0.002%
8/7/2026 Trivium Point Advisory LLC24,916$1.75M0.2%N/A0.006%
8/7/2026 HBK Sorce Advisory LLC5,905$435K0.0%N/A0.001%
8/6/2026 Flputnam Investment Management Co.135,035$9.46M0.1%N/A0.032%
8/6/2026 Global Retirement Partners LLC43,390$3.04M0.0%N/A0.010%
8/6/2026 Fielder Capital Group LLC3,404$239K0.1%N/A0.001%
8/6/2026 Bank of New York Mellon Corp2,511,036$175.95M0.0%N/A0.596%
8/6/2026 Sandro Wealth Management LLC7,207$505K0.4%N/A0.002%
8/6/2026 Focus Partners Advisor Solutions LLC19,746$1.38M0.0%N/A0.005%
8/6/2026 State of Wyoming3,076$216K0.0%N/A0.001%
8/6/2026 S&CO Inc.3,500$245K0.0%N/A0.001%
8/6/2026 One Wealth Advisors LLC11,927$836K0.1%N/A0.003%
7/12/2026 Ballast Inc.4,600$322K0.1%N/A0.001%
7/10/2026 Tema ETFs LLC8,425$590K0.0%+9.4%0.002%
7/10/2026 Handelsbanken Fonder AB15,212$1.07M0.0%-73.3%0.004%
7/9/2026 Vista Investment Partners LLC69,722$4.89M1.2%-2.1%0.016%
7/9/2026 Everhart Financial Group Inc.23,279$1.63M0.1%+6.8%0.006%
7/9/2026 Everpar Advisors LLC3,007$211K0.1%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC3,918$275K0.0%+11.0%0.001%
7/8/2026 Elevation Wealth Partners LLC424$30K0.0%+319.8%0.000%
7/8/2026 Czech National Bank120,368$8.43M0.0%+4.0%0.028%
7/8/2026 Assenagon Asset Management S.A.680,625$47.69M0.1%-33.2%0.161%
7/8/2026 55 North Private Wealth LLC3,660$256K0.1%N/A0.001%
7/7/2026 Dynamic Advisor Solutions LLC58,619$4.11M0.1%+8.4%0.014%
7/7/2026 GAMMA Investing LLC21,377$1.50M0.1%+7.0%0.005%
7/7/2026 Grove Bank & Trust817$57K0.0%-26.2%0.000%
7/2/2026 Versant Capital Management Inc8,651$606K0.1%+20.6%0.002%
6/22/2026 Sapient 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%
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6/3/2026 Parallel Advisors LLC6,707$402K0.0%+10.3%0.002%
6/3/2026 NewEdge 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%
5/26/2026 Glenmede Trust Co. NA31,989$1.92M0.0%+12.0%0.008%
5/22/2026 Summitry LLC7,697$462K0.0%+27.5%0.002%
5/22/2026Groupama Asset Managment13,505$810K0.0%-56.8%0.003%
5/21/2026 Montchanin 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%


CFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 985 institutional investors and hedge funds held shares of Citizens Financial Group. The most heavily invested institutionals were Bruni J V & Co. Co. ($67.11B), BlackRock Inc. ($3.42B), Vanguard Group Inc. ($3.00B), Capital World Investors ($2.15B), State Street Corp ($1.33B), Invesco Ltd. ($1.33B), and Geode Capital Management LLC ($661.05M).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 864 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: BlackRock Inc. ($48.74M), Norges Bank ($17.32M), Wellington Management Group LLP ($7.98M), AQR Capital Management LLC ($7.17M), Ninety One UK Ltd ($6.57M), Deutsche Bank AG ($3.40M), and Bank of New York Mellon Corp ($3.35M).

Institutional investors have bought a total of 116,654,543 shares in the last 24 months. This purchase volume represents approximately $7.37B in transactions.

Of the 331 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), AustralianSuper Pty Ltd ($5.11M), AQR Capital Management LLC ($2.44M), Amundi ($2.12M), Wellington Management Group LLP ($1.90M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.46M), and Zurich Insurance Group Ltd FI ($1.38M).

Institutional investors have sold a total of 53,595,547 shares in the last 24 months. This volume of shares sold represents approximately $2.99B in transactions.



Institutional ownership data for NYSE:CFG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
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