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Citizens Financial Group (CFG) Institutional Ownership

Citizens Financial Group logo
$70.85 +1.07 (+1.53%)
As of 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
94.90%
Number of
Institutional Buyers
(last 12 months)
616
Total
Institutional Inflows
(last 12 months)
$11.17B
Number of
Institutional Sellers
(last 12 months)
330
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
9/2/2026Range Advisory LLC4,377$307K0.0%+24.4%0.001%
9/2/2026Brown Lisle Cummings Inc.25,925$1.82M0.4%+8.4%0.006%
8/27/2026 Corient Private Wealth LP240,566$16.86M0.0%-3.4%0.057%
8/27/2026 Formuepleje A S24,029$1.68M0.1%-79.1%0.006%
8/26/2026 HORAN Wealth LLC81,185$5.69M0.7%-50.0%0.019%
8/26/2026 Amundi3,685,819$258.27M0.1%+31.2%0.875%
8/26/2026 HighTower Advisors LLC100,481$7.04M0.0%+6.1%0.024%
8/24/2026 California State Teachers Retirement System39,561,872$2.77B0.0%+7,016.6%9.393%
8/23/2026 Guardian Wealth Advisors LLC NC2,896$203K0.0%N/A0.001%
8/23/2026 Wedmont Private Capital16,384$1.15M0.0%+7.9%0.004%
8/23/2026 HB Wealth Management LLC36,686$2.57M0.0%-3.3%0.009%
8/23/2026 Nilsine Partners LLC31,597$2.21M0.2%+3.9%0.008%
8/23/2026 Saudi Central Bank29,750$2.09M0.0%+87.7%0.007%
8/22/2026 Compass Financial Management LLC3,488$257K0.0%N/A0.001%
8/22/2026 AlphaGrep UK Ltd9,449$662K0.2%N/A0.002%
8/22/2026 William John Sempolinski12,518$877K0.4%N/A0.003%
8/22/2026 Markowski Investments1,048$73K0.0%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC1,163$81K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC2,195$154K0.1%+713.0%0.001%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich56,711$3.97M0.1%-45.5%0.013%
8/22/2026 Blalock Williams LLC3,072$215K0.1%N/A0.001%
8/22/2026 Raiffeisen Bank International AG39,100$2.75M0.0%+1,117.3%0.009%
8/22/2026 Syon Capital LLC25,659$1.80M0.1%+6.6%0.006%
8/22/2026 TD Waterhouse Canada Inc.33,573$2.41M0.0%+2.1%0.008%
8/22/2026 NEOS Investment Management LLC69,380$4.86M0.0%-8.8%0.016%
8/21/2026 iSAM Funds UK Ltd41,800$2.93M2.1%N/A0.010%
8/21/2026 Continuum Advisory LLC7,298$511K0.0%+5.0%0.002%
8/21/2026 Nykredit A S2,688,457$188.38M0.6%N/A0.638%
8/21/2026 B. Metzler seel. Sohn & Co. AG62,512$4.38M0.0%+31.1%0.015%
8/21/2026 Legacy Financial Advisors Inc.3,815$267K0.0%+14.4%0.001%
8/20/2026 Proficio Capital Partners LLC7,513$526K0.0%N/A0.002%
8/20/2026 BTG Pactual Asset Management US LLC38,469$2.70M0.2%-18.4%0.009%
8/20/2026 Quantitative Investment Management LLC27,545$1.93M0.2%+373.4%0.007%
8/20/2026 Ancora Advisors LLC4,199$294K0.0%-6.7%0.001%
8/20/2026 GTS Securities LLC2,857$200K0.0%-72.2%0.001%
8/20/2026 Alyeska Investment Group L.P.465,482$32.62M0.1%-63.5%0.111%
8/20/2026 Flputnam Investment Management Co.135,035$9.46M0.1%+7.7%0.032%
8/20/2026 Cookson Peirce & Co. Inc.56,309$3.95M0.1%+0.3%0.013%
8/20/2026 Northwestern Mutual Wealth Management Co.20,105$1.41M0.0%-33.3%0.005%
8/20/2026 Wedbush Securities Inc.2,933$206K0.0%N/A0.001%
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8/20/2026 Greenwood Capital Associates LLC14,903$1.04M0.1%-2.6%0.004%
8/19/2026 Trustmark Bank Trust Department4,278$300K0.0%+4.9%0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,293,426$230.77M0.0%-1.5%0.782%
8/19/2026 New Mexico Educational Retirement Board21,200$1.49M0.0%+6.5%0.005%
8/19/2026 Royal London Asset Management Ltd.169,048$11.85M0.0%+1.1%0.040%
8/19/2026 Toth Financial Advisory Corp27,080$1.90M0.2%+227.1%0.006%
8/19/2026 Mufg Securities Americas Inc.13,984$980K0.1%+9.4%0.003%
8/19/2026 Van ECK Associates Corp6,285$440K0.0%-2.4%0.001%
8/19/2026 Ferguson Wellman Capital Management Inc.5,715$400K0.0%-10.0%0.001%
8/19/2026 Nissay Asset Management Corp Japan57,206$4.01M0.0%+2.1%0.014%
8/19/2026 Wellington Management Group LLP1,394,174$97.69M0.0%-46.3%0.331%
8/19/2026 Archer Investment Corp13,500$946K0.1%N/A0.003%
8/18/2026 Beacon Pointe Advisors LLC7,171$502K0.0%N/A0.002%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt3,200$224K0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.69,289$4.88M0.0%N/A0.016%
8/18/2026 Orion Capital Management LLC4,475$314K0.1%N/A0.001%
8/18/2026 Empowered Funds LLC37,918$2.66M0.0%N/A0.009%
8/18/2026 United Capital Financial Advisors LLC24,039$1.68M0.0%N/A0.006%
8/18/2026 Equitable Holdings Inc.8,902$624K0.0%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio226,129$15.85M0.0%N/A0.054%
8/17/2026 Proficio Capital Partners LLC7,513$526K0.0%N/A0.002%
8/17/2026 Transamerica Financial Advisors LLC545$38K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP395,589$16.67M0.0%N/A0.094%
8/17/2026 Parallax Volatility Advisers L.P.33,659$2.36M0.0%N/A0.008%
8/17/2026 Ausdal Financial Partners Inc.3,164$222K0.0%N/A0.001%
8/17/2026 Bank of America Corp DE3,188,042$223.39M0.0%N/A0.757%
8/17/2026 Basswood Capital Management L.L.C.380,337$26.65M1.1%N/A0.090%
8/15/2026 Freestone Grove Partners LP1,364,946$95.64M0.6%N/A0.324%
8/15/2026 Caisse de depot et placement du Quebec790,384$55.38M0.1%N/A0.188%
8/15/2026 Gallagher Fiduciary Advisors LLC6,498$455K0.0%N/A0.002%
8/15/2026 Pointe Capital Management LLC5,963$418K0.2%N/A0.001%
8/15/2026 Man Group plc938,595$65.77M0.1%N/A0.223%
8/15/2026 Polar Asset Management Partners Inc.202,099$14.16M0.2%N/A0.048%
8/15/2026 Jupiter Topco LLC51,513$3.61M0.0%N/A0.012%
8/14/2026 Hsbc Holdings PLC1,698,078$118.98M0.0%+7.5%0.403%
8/14/2026 EFG International AG26,252$1.84M0.0%N/A0.006%
8/14/2026 Ancora Advisors LLC4,199$294K0.0%N/A0.001%
8/14/2026 Canada Pension Plan Investment Board10,000$701K0.0%N/A0.002%
8/14/2026 Ategra Capital Management LLC248,665$17.42M7.8%N/A0.059%
8/14/2026 Legal & General Group Plc2,957,527$207.23M0.0%N/A0.702%
8/14/2026 The Manufacturers Life Insurance Company1,989,874$139.43M0.1%N/A0.472%
8/14/2026 Jones Financial Companies Lllp1,257$88K0.0%N/A0.000%
8/14/2026 Fiduciary Financial Advisors1,268$89K0.0%N/A0.000%
8/13/2026 Infrastructure Capital Advisors LLC84,054$5.89M0.3%N/A0.020%
8/13/2026 Cibc World Market Inc.152,132$10.66M0.0%N/A0.036%
8/13/2026 OMERS ADMINISTRATION Corp48,054$3.37M0.0%N/A0.011%
8/13/2026 Osmosis Investment Management UK Ltd18,130$1.27M0.1%N/A0.004%
8/13/2026 Sanctuary Advisors LLC51,168$3.59M0.0%N/A0.012%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.9,658$677K0.0%N/A0.002%
8/13/2026 Pinnacle Holdings LLC11,550$809K0.2%N/A0.003%
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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%


CFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,002 institutional investors and hedge funds held shares of Citizens Financial Group. The most heavily invested institutionals were BlackRock Inc. ($3.42B), Vanguard Group Inc. ($3.00B), California State Teachers Retirement System ($2.77B), 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 882 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), California State Teachers Retirement System ($39.01M), Norges Bank ($17.32M), Wellington Management Group LLP ($7.98M), Ninety One UK Ltd ($6.57M), AQR Capital Management LLC ($5.49M), and Deutsche Bank AG ($3.40M).

Institutional investors have bought a total of 169,839,729 shares in the last 24 months. This purchase volume represents approximately $11.17B in transactions.

Of the 330 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), Wellington Management Group LLP ($3.11M), Amundi ($2.12M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.51M), Zurich Insurance Group Ltd FI ($1.38M), and Invesco Ltd. ($1.33M).

Institutional investors have sold a total of 52,323,784 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 9/2/2026. New 13F filings are added each quarter as they're published.
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