Go Pro

Citizens Financial Group (CFG) Institutional Ownership

Citizens Financial Group logo
$71.80 +0.00 (+0.00%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$71.94 +0.14 (+0.19%)
As of 07/24/2026 07:34 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.

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

Current
Institutional Ownership
Percentage
94.90%
Number of
Institutional Buyers
(last 12 months)
608
Total
Institutional Inflows
(last 12 months)
$3.97B
Number of
Institutional Sellers
(last 12 months)
363
Total
Institutional Outflows
(last 12 months)
$3.53B
Get CFG Insider Trade Alerts

Want to know when executives and insiders are buying or selling Citizens Financial Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
5/22/2026 Summitry 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%
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside) (Ad)

Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top S&P 500 stock for 12 years running—and today, he's giving away his #1 AI stock pick for 2026, free. This company's sales are up 28% year over year, it holds over 30,000 patents in wireless and video technology, and it just earned an A-rating in his proprietary Stock Grader system that has cost him $9 million to build and maintain.tc pixel

Get the name and ticker of Louis Navellier's #1 AI stock free
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%
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%
5/12/2026 ABN 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%
5/7/2026 Balefire LLC4,960$297K0.1%-6.1%0.001%
5/7/2026Parallel Advisors LLC6,707$402K0.0%+10.3%0.002%
5/7/2026 Boston 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%
5/7/2026 Mediolanum 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
5/6/2026 Independent 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%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,896$713K0.0%+80.2%0.003%


CFG Institutional Ownership - Frequently Asked Questions

During the previous two years, 980 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), Alyeska Investment Group L.P. ($2.89M), Victory Capital Management Inc. ($2.84M), and AustralianSuper Pty Ltd ($2.78M).

Institutional investors have bought a total of 74,426,989 shares in the last 24 months. This purchase volume represents approximately $3.97B in transactions.

Of the 359 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 65,687,861 shares in the last 24 months. This volume of shares sold represents approximately $3.53B in transactions.



This page (NYSE:CFG) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners