Citizens Financial Group, Inc. (CFG) Ownership

46.12 ↑0.07 (0.15%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Citizens Financial Group, Inc. (CFG), owning a total of 55.4 million shares. Combined, the top 32 institutional holders of CFG own 83.31% of the company with a total of 370.3 million shares.

In the latest ownership report on June 30th 2024, the top 32 institutional holders decreased their combined ownership of CFG by 30.7 million shares. 9 institutions bought 7,265,339 total additional shares and increased their ownership by an average of 27.11%. However 12 institutions sold 37,978,162 total shares and decreased their ownership by an average of 10.42%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Citizens Financial Group, decreased by a net total of -30,712,823 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.563%	-2.223%	55,364,610	-1,258,809	2024-06-30
Vanguard Group Inc	11.866%	-1.485%	52,294,271	-788,375	2024-06-30
State Street Corp	5.494%	-2.010%	24,211,224	-496,499	2024-06-30
Morgan Stanley - Brokerage Accounts	5.201%	-9.538%	22,920,998	-2,416,564	2024-06-30
Amvescap Plc.	5.011%	0.480%	22,082,412	105,545	2024-06-30
Amundi	4.082%	-3.351%	17,989,132	-623,772	2024-06-30
Hotchkis & Wiley Capital Management LLC	3.316%	-7.937%	14,612,246	-1,259,805	2024-06-30
Fuller & Thaler Asset Management Inc	2.763%	-5.130%	12,174,620	-658,298	2024-06-30
Geode Capital Management, LLC	2.447%	0.232%	10,781,724	24,974	2024-06-30
FMR Inc	1.795%	43.404%	7,908,390	2,393,607	2024-06-30
Charles Schwab Investment Management Inc	1.658%	-2.301%	7,306,679	-172,058	2024-06-30
Capital Research & Mgmt Co - Division 3	1.555%	-81.334%	6,852,359	-29,857,053	2024-06-30
Millennium Management LLC	1.494%	32.039%	6,582,909	1,597,330	2024-06-30
LSV Asset Management	1.493%	1.752%	6,580,797	113,300	2024-06-30
Royal Bank of Canada	1.206%	-1.355%	5,316,030	-72,993	2024-06-30
Bank of America Corp	1.067%	0.306%	4,703,039	14,351	2024-06-30
Dimensional Fund Advisors, Inc.	1.005%	15.281%	4,429,264	587,115	2024-06-30
AQR Capital Management LLC	1.004%	61.418%	4,422,948	1,682,886	2024-06-30
JPMorgan Chase & Co	0.960%	-6.416%	4,228,627	-289,920	2024-06-30
Northern Trust Corp	0.955%	-1.957%	4,208,140	-84,016	2024-06-30
Ameriprise Financial Inc	0.353%	89.099%	1,583,764	746,231	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	12.563%	-2.223%	55,364,610	-1,258,809	2024-06-30
Vanguard Group Inc	11.866%	-1.485%	52,294,271	-788,375	2024-06-30
State Street Corporation	5.511%	-12.898%	24,707,723	-3,658,745	2024-03-31
State Street Corp	5.494%	-2.010%	24,211,224	-496,499	2024-06-30
Morgan Stanley - Brokerage Accounts	5.201%	-9.538%	22,920,998	-2,416,564	2024-06-30
Amvescap Plc.	5.011%	0.480%	22,082,412	105,545	2024-06-30
Amundi	4.082%	-3.351%	17,989,132	-623,772	2024-06-30
Hotchkis & Wiley Capital Management LLC	3.316%	-7.937%	14,612,246	-1,259,805	2024-06-30
Fuller & Thaler Asset Management Inc	2.763%	-5.130%	12,174,620	-658,298	2024-06-30
Geode Capital Management, LLC	2.447%	0.232%	10,781,724	24,974	2024-06-30
FMR Inc	1.795%	43.404%	7,908,390	2,393,607	2024-06-30
First Trust Advisors L.P.	1.612%	-7.650%	7,336,388	-607,754	2023-12-31
Charles Schwab Investment Management Inc	1.658%	-2.301%	7,306,679	-172,058	2024-06-30
Capital Research & Mgmt Co - Division 3	1.555%	-81.334%	6,852,359	-29,857,053	2024-06-30
Millennium Management LLC	1.494%	32.039%	6,582,909	1,597,330	2024-06-30
LSV Asset Management	1.493%	1.752%	6,580,797	113,300	2024-06-30
Capital World Investors	1.317%	-28.308%	6,218,885	-2,455,612	2023-03-31
Wellington Management Company LLP	1.271%	-27.504%	5,784,055	-2,194,355	2023-12-31
Royal Bank of Canada	1.206%	-1.355%	5,316,030	-72,993	2024-06-30
Goldman Sachs Group Inc	1.093%	77.437%	4,974,734	2,171,069	2023-12-31
NORGES BANK	1.032%	1.020%	4,900,393	49,493	2022-12-31
Bank of America Corp	1.067%	0.306%	4,703,039	14,351	2024-06-30
Qube Research & Technologies	0.960%	81.238%	4,474,291	2,005,556	2023-06-30
Dimensional Fund Advisors, Inc.	1.005%	15.281%	4,429,264	587,115	2024-06-30
AQR Capital Management LLC	1.004%	61.418%	4,422,948	1,682,886	2024-06-30
JPMorgan Chase & Co	0.960%	-6.416%	4,228,627	-289,920	2024-06-30
Northern Trust Corp	0.955%	-1.957%	4,208,140	-84,016	2024-06-30
Nuveen Asset Management, LLC	0.829%	5.013%	4,084,035	194,949	2022-09-30
Legal & General Group PLC	0.804%	7.202%	3,956,960	265,829	2022-06-30
Apg All Pensions Group	0.835%	-5.324%	3,745,173	-210,590	2024-03-31
Bank of New York Mellon Corp	0.762%	-4.100%	3,554,324	-151,972	2023-09-30
Ameriprise Financial Inc	0.353%	89.099%	1,583,764	746,231	2024-06-30

Mutual Fund Ownership

American Funds Washington Mutual A is the biggest individual fund holder of Citizens Financial Group, Inc. (CFG), owning a total of 18.4 million shares. Combined, the top 38 mutual fund holders of CFG own 60.82% of the company with a total of 273 million shares.

In the latest ownership report on October 31st 2024, the top 38 fund holders increased their combined ownership of CFG by 33 thousand shares. 2 funds bought 36,197 total additional shares and increased their ownership by an average of 0.34%. However 2 funds sold 2,914 total shares and decreased their ownership by an average of 0.02%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Citizens Financial Group, increased by a net total of 33,283 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Select Dividend ETF	1.962%	-0.034%	8,644,800	-2,902	2024-10-31
SPDR® S&P 500® ETF Trust	1.240%	0.524%	5,465,187	28,512	2024-10-31
iShares Core S&P 500 ETF	1.133%	0.154%	4,991,046	7,685	2024-10-31
SPDR® S&P Regional Banking ETF	0.893%	0.000%	3,936,926	-12	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Washington Mutual A	4.181%	0.000%	18,424,930	18,424,930	2024-09-30
Capital Group Wash Mutual Invtrs Comp	4.181%	0.000%	18,424,930	18,424,930	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.206%	-0.135%	14,948,535	-20,255	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.060%	-1.175%	13,485,018	-160,347	2024-09-30
American Funds Income Fund of Amer A	2.723%	0.000%	11,998,604	11,998,604	2024-09-30
Vanguard Institutional 500 Index Trust	2.665%	-1.390%	11,743,281	-165,519	2024-09-30
Vanguard 500 Index Investor	2.466%	0.492%	11,646,799	57,053	2023-08-31
Fuller & Thaler Behavrl Small-Cap Value	2.264%	8.781%	10,556,360	852,124	2023-11-30
Vanguard Mid Cap Index Institutional	2.047%	-2.493%	9,019,692	-230,605	2024-09-30
Capital Group Fundamental Invtrs Comp	1.943%	35.352%	8,800,108	2,298,452	2024-03-31
American Funds Fundamental Invs A	1.934%	35.352%	8,800,108	2,298,452	2024-03-31
iShares Select Dividend ETF	1.962%	-0.034%	8,644,800	-2,902	2024-10-31
Pioneer US Large Core Equity	1.695%	-10.326%	7,468,295	-859,953	2024-09-30
Pioneer A	1.695%	-4.978%	7,468,295	-391,226	2024-09-30
FullerThaler Behavioral Small-Cap Value	1.561%	-33.614%	6,879,006	-3,483,120	2024-08-31
American Funds Capital Income Bldr A	1.498%	-40.869%	6,714,488	-4,640,857	2024-06-30
Undiscovered Managers Behavioral Val L	1.479%	0.000%	6,517,887	0	2024-09-30
First Trust Rising Dividend Achiev ETF	1.218%	0.273%	5,589,278	15,230	2024-02-29
SPDR® S&P 500 ETF Trust	1.212%	0.227%	5,512,694	12,465	2024-04-30
Fidelity 500 Index	1.251%	-1.691%	5,510,979	-94,814	2024-09-30
Fidelity® 500 Index	1.181%	0.640%	5,503,536	35,005	2023-11-30
SPDR® S&P 500® ETF Trust	1.240%	0.524%	5,465,187	28,512	2024-10-31
iShares Core S&P 500 ETF	1.133%	0.154%	4,991,046	7,685	2024-10-31
Vanguard Windsor™ II Inv	1.095%	-38.241%	4,825,851	-2,988,200	2024-09-30
Invesco Comstock A	1.028%	1.707%	4,529,949	76,021	2024-09-30
Invesco Large Cap Value	1.028%	3.529%	4,529,949	154,404	2024-09-30
Amundi Fds US Pioneer A USD C	0.997%	-1.366%	4,391,617	-60,818	2024-09-30
JPMorgan Mid Cap Value L	0.927%	0.000%	4,379,982	0	2023-07-31
JPM US Mid Cap Value-Composite	0.927%	0.000%	4,379,982	0	2023-06-30
Financial Select Sector SPDR® ETF	0.873%	0.724%	4,224,798	30,375	2023-02-28
SPDR® S&P Regional Banking ETF	0.893%	0.000%	3,936,926	-12	2024-10-31
Vanguard Mid-Cap Value ETF	0.830%	-0.094%	3,920,470	-3,689	2023-08-31
Vanguard Value Index Inv	0.819%	0.644%	3,608,205	23,085	2024-09-30
Invesco S&P 500® Equal Weight ETF	0.754%	0.477%	3,379,562	16,032	2024-08-30
The Financial Select Sector SPDR® ETF	0.741%	0.736%	3,319,864	24,255	2024-08-31
BlackRock Equity Dividend Instl	0.708%	-0.376%	3,172,678	-11,970	2024-06-30
Invesco Equity and Income A	0.706%	0.000%	3,162,686	0	2024-08-31
Invesco Equity and Income Composite	0.706%	6.978%	3,162,686	206,287	2024-06-30