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Citizens Financial Group (CFG) Institutional Ownership

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$62.45 -0.85 (-1.34%)
As of 10:40 AM Eastern
This is a fair market value price provided by Massive. 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)
620
Total
Institutional Inflows
(last 12 months)
$8.65B
Number of
Institutional Sellers
(last 12 months)
335
Total
Institutional Outflows
(last 12 months)
$3.00B
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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
10/14/2026First Citizens Bank & Trust Co.144,584$9.22M0.1%+4,748.6%0.034%
10/14/2026Cohen Capital Management Inc.67,037$4.27M0.6%N/A0.016%
10/14/2026Allied Investment Advisors LLC473,320$30.18M2.7%N/A0.112%
10/14/2026Krilogy Financial LLC139,536$8.90M0.2%+419.6%0.033%
10/13/2026First Financial Corp IN11,910$759K0.3%+561.7%0.003%
10/13/2026Lincoln Capital Corp18,853$1.20M0.4%+258.7%0.004%
10/13/2026Steel Grove Capital Advisors LLC88,373$5.64M0.4%N/A0.021%
10/13/2026NorthCrest Asset Manangement LLC302,323$19.28M0.4%+2,189.8%0.072%
10/7/2026Wealth Enhancement Trust Services Inc.935$60K0.0%-29.4%0.000%
10/2/2026 GoalVest Advisory LLC883$56K0.0%+29.9%0.000%
10/2/2026 Versant Capital Management Inc9,245$589K0.0%+6.9%0.002%
9/23/2026QRG Capital Management Inc.39,976$2.80M0.0%+17.6%0.009%
9/22/2026Andra AP fonden269,900$18.91M0.2%+94.7%0.064%
9/9/2026Junto Capital Management LP1,307,340$91.61M1.6%+3.3%0.310%
9/9/2026Sequoia Financial Advisors LLC58,388$4.09M0.0%+18.1%0.014%
9/9/2026Tidal Investments LLC145,378$10.19M0.0%+12.4%0.035%
9/9/2026National Pension Service907,595$63.60M0.0%-0.5%0.215%
9/9/2026Engineers Gate Manager LP379,213$26.57M0.3%-56.0%0.090%
9/9/2026Cidel Asset Management Inc.4,844$339K0.0%-4.8%0.001%
9/9/2026Capital Analysts LLC46,156$3.24M0.1%-1.7%0.011%
9/9/2026Pinnacle Wealth Management Advisory Group LLC5,968$418K0.0%+9.3%0.001%
9/9/2026NewEdge Advisors LLC160,994$11.28M0.0%+43.6%0.038%
9/9/2026IFP Advisors Inc9,945$697K0.0%+12.8%0.002%
9/9/2026Squarepoint Ops LLC20,098$1.41M0.0%+77.9%0.005%
9/9/2026Baird Financial Group Inc.226,227$15.85M0.0%+1.3%0.054%
9/8/2026Allworth Financial LP12,690$889K0.0%-15.2%0.003%
9/8/2026Arizona State Retirement System121,851$8.54M0.0%+4.4%0.029%
9/8/2026Waverly Advisors LLC9,394$658K0.0%-34.9%0.002%
9/8/2026Empirical Finance LLC16,373$1.15M0.0%+3.0%0.004%
9/8/2026Nykredit A S1,974,566$138.36M0.4%N/A0.469%
9/4/2026Parkside Financial Bank & Trust2,203$154K0.0%+20.0%0.001%
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%
8/27/2026Corient Private Wealth LP240,566$16.86M0.0%-3.4%0.057%
8/27/2026Formuepleje A S24,029$1.68M0.1%-79.1%0.006%
8/26/2026HORAN Wealth LLC81,185$5.69M0.7%-50.0%0.019%
8/26/2026Amundi3,685,819$258.27M0.1%+31.2%0.875%
8/26/2026HighTower Advisors LLC100,481$7.04M0.0%+6.1%0.024%
8/23/2026Guardian Wealth Advisors LLC NC2,896$203K0.0%N/A0.001%
8/23/2026Wedmont Private Capital16,384$1.15M0.0%+7.9%0.004%
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8/23/2026HB Wealth Management LLC36,686$2.57M0.0%-3.3%0.009%
8/23/2026Nilsine Partners LLC31,597$2.21M0.2%+3.9%0.008%
8/23/2026Saudi Central Bank29,750$2.09M0.0%+87.7%0.007%
8/22/2026Compass Financial Management LLC3,488$257K0.0%N/A0.001%
8/22/2026AlphaGrep UK Ltd9,449$662K0.2%N/A0.002%
8/22/2026William John Sempolinski12,518$877K0.4%N/A0.003%
8/22/2026Markowski Investments1,048$73K0.0%N/A0.000%
8/22/2026Timbuktu Capital Management LLC1,163$81K0.1%N/A0.000%
8/22/2026Strive Financial Group LLC2,195$154K0.1%+713.0%0.001%
8/22/2026Munich Reinsurance Co Stock Corp in Munich56,711$3.97M0.1%-45.5%0.013%
8/22/2026Blalock Williams LLC3,072$215K0.1%N/A0.001%
8/22/2026Raiffeisen Bank International AG39,100$2.75M0.0%+1,117.3%0.009%
8/22/2026Syon Capital LLC25,659$1.80M0.1%+6.6%0.006%
8/22/2026TD Waterhouse Canada Inc.33,573$2.41M0.0%+2.1%0.008%
8/22/2026NEOS Investment Management LLC69,380$4.86M0.0%-8.8%0.016%
8/21/2026iSAM Funds UK Ltd41,800$2.93M2.1%N/A0.010%
8/21/2026Continuum Advisory LLC7,298$511K0.0%+5.0%0.002%
8/21/2026Nykredit A S2,688,457$188.38M0.6%N/A0.638%
8/21/2026B. Metzler seel. Sohn & Co. AG62,512$4.38M0.0%+31.1%0.015%
8/21/2026Legacy Financial Advisors Inc.3,815$267K0.0%+14.4%0.001%
8/20/2026Proficio Capital Partners LLC7,513$526K0.0%N/A0.002%
8/20/2026BTG Pactual Asset Management US LLC38,469$2.70M0.2%-18.4%0.009%
8/20/2026Quantitative Investment Management LLC27,545$1.93M0.2%+373.4%0.007%
8/20/2026Ancora Advisors LLC4,199$294K0.0%-6.7%0.001%
8/20/2026GTS Securities LLC2,857$200K0.0%-72.2%0.001%
8/20/2026Alyeska Investment Group L.P.465,482$32.62M0.1%-63.5%0.111%
8/20/2026Flputnam Investment Management Co.135,035$9.46M0.1%+7.7%0.032%
8/20/2026Cookson Peirce & Co. Inc.56,309$3.95M0.1%+0.3%0.013%
8/20/2026Northwestern Mutual Wealth Management Co.20,105$1.41M0.0%-33.3%0.005%
8/20/2026Wedbush Securities Inc.2,933$206K0.0%N/A0.001%
8/20/2026Greenwood Capital Associates LLC14,903$1.04M0.1%-2.6%0.004%
8/19/2026Trustmark Bank Trust Department4,278$300K0.0%+4.9%0.001%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC3,293,426$230.77M0.0%-1.5%0.782%
8/19/2026New Mexico Educational Retirement Board21,200$1.49M0.0%+6.5%0.005%
8/19/2026Royal London Asset Management Ltd.169,048$11.85M0.0%+1.1%0.040%
8/19/2026Toth Financial Advisory Corp27,080$1.90M0.2%+227.1%0.006%
8/19/2026Mufg Securities Americas Inc.13,984$980K0.1%+9.4%0.003%
8/19/2026Van ECK Associates Corp6,285$440K0.0%-2.4%0.001%
8/19/2026Ferguson Wellman Capital Management Inc.5,715$400K0.0%-10.0%0.001%
8/19/2026Nissay Asset Management Corp Japan57,206$4.01M0.0%+2.1%0.014%
8/19/2026Wellington Management Group LLP1,394,174$97.69M0.0%-46.3%0.331%
8/19/2026Archer Investment Corp13,500$946K0.1%N/A0.003%
8/18/2026Beacon Pointe Advisors LLC7,171$502K0.0%N/A0.002%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt3,200$224K0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.69,289$4.88M0.0%N/A0.016%
8/18/2026Orion Capital Management LLC4,475$314K0.1%N/A0.001%
8/18/2026Empowered Funds LLC37,918$2.66M0.0%N/A0.009%
8/18/2026United Capital Financial Advisors LLC24,039$1.68M0.0%N/A0.006%
8/18/2026Equitable Holdings Inc.8,902$624K0.0%N/A0.002%
8/18/2026Public Employees Retirement System of Ohio226,129$15.85M0.0%N/A0.054%
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8/17/2026Proficio Capital Partners LLC7,513$526K0.0%N/A0.002%
8/17/2026Transamerica Financial Advisors LLC545$38K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP395,589$16.67M0.0%N/A0.094%
8/17/2026Parallax Volatility Advisers L.P.33,659$2.36M0.0%N/A0.008%
8/17/2026Ausdal Financial Partners Inc.3,164$222K0.0%N/A0.001%
8/17/2026Bank of America Corp DE3,188,042$223.39M0.0%N/A0.757%
8/17/2026Basswood Capital Management L.L.C.380,337$26.65M1.1%N/A0.090%
8/15/2026Freestone Grove Partners LP1,364,946$95.64M0.6%N/A0.324%
8/15/2026Caisse de depot et placement du Quebec790,384$55.38M0.1%N/A0.188%
8/15/2026Gallagher Fiduciary Advisors LLC6,498$455K0.0%N/A0.002%


CFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,003 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), Capital World Investors ($2.15B), State Street Corp ($1.33B), Invesco Ltd. ($1.33B), Geode Capital Management LLC ($661.05M), and Morgan Stanley ($655.24M).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), Norges Bank ($17.32M), Wellington Management Group LLP ($7.98M), Ninety One UK Ltd ($6.57M), AQR Capital Management LLC ($5.49M), Nykredit A S ($4.66M), and Deutsche Bank AG ($3.40M).

Institutional investors have bought a total of 133,731,462 shares in the last 24 months. This purchase volume represents approximately $8.64B in transactions.

Of the 334 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 52,327,435 shares in the last 24 months. This volume of shares sold represents approximately $3.00B 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 10/14/2026. New 13F filings are added each quarter as they're published.
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