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CFG · Citizens Financial Group Inc/Ri · Holdings

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$64.22 +1.46 (+2.33%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$27.05B
Shares
421.18M
Volume · Oct 20 5.49M Avg daily vol (3M) 3.87M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of CFG: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 1,109
Total Value: $28,693,151,348
Total Shares: 411,140,535
Showing 1–100 of 1,141 holdings by value · page 1 of 12

Institutional Ownership Trend

27 quarters

Superinvestors Holding CFG

All superinvestors →
Ray Dalio $59,409,410 George Soros $20,147,927 Joel Greenblatt $1,030,589

Holder Concentration

Across 1,104 13F filers
Top Holder
11.9%
Sep 2023 → Jun 2026 · range 11.7% – 13.3%
of institutional value
Top 5
34.6%
Sep 2023 → Jun 2026 · range 34.6% – 44.8%
of institutional value
Top 10
49.2%
Sep 2023 → Jun 2026 · range 49.2% – 61.1%
of institutional value
HHI
349
Sep 2023 → Jun 2026 · range 349 – 533
Broadly held

Who Holds CFG

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,101 filers, like-for-like change +0.7%; actively managed books -1.0%; index-like books +3.5%.

Holder type Share Filers Change
Registered adviser 36.3% 645 -0.6%
Exempt adviser 0.9% 7 +27.9%
Adviser 12.5% 22 -9.2%
Bank 11.9% 35 +5.4%
Insurer 0.4% 4 +2.8%
Broker-dealer 0.1% 2 -6.7%
Benefit plan 0.6% 8 -0.3%
Non-US 5.0% 18 -1.2%
Holding company 19.0% 14 +2.2%
Registered fund 0.0% 0 —
Unknown 13.3% 346 +9.0%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 12 holders with no observed 2026-03-31 13F and 10 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC.

Conviction and Crowding

1,101 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
7
0.636% of filers hold it in their top 10
Mar 31, 2026: 14
Holders above 5%
2
median weight 0.027%
Mar 31, 2026: 4
Crowding
17.7%
of shares outstanding, 52nd percentile
Mar 31, 2026: 18.6%
Private-fund advisers
16.1%
of shares outstanding
Institutional ownership
96.6%
97.5% of the estimated free float
Top 10 holders
49.6%
of 13F shares, Herfindahl 0.035
Active holders
-1.0%
like-for-like share change of active filers
5% stakes on record
7
0 13D, 7 13G (7 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 16.5 quarters
Under 1 year 17.0% 1 to 3 years 26.9% 3 years or more 56.1% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$50.17
estimated per share
Mar 31, 2026: $47.19
Quarter-end price
$70.02
implied by 13F values
Estimated gain or loss
+39.6%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 21.0% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies CFG's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 C Citigroup Inc 112
2 AVGO Broadcom Inc. 170
3 GOOGL Alphabet Inc. 196
4 MU Micron Technology Inc 147
5 JPM Jpmorgan Chase & Co 174
6 MSFT Microsoft Corp 189
7 AAPL Apple Inc. 187
8 LLY ELI LILLY & Co 158
9 AMZN Amazon Com Inc 185
10 NVDA Nvidia Corp 181

Shareholder Targets

13F filers that own its peers but not CFG, quarter ended Jun 30, 2026

Found through its holder-overlap peers: C, AVGO, GOOGL, MU, JPM, MSFT, AAPL, LLY, AMZN, NVDA, META, WMT, BAC, EIX, V, AMD, ABBV, CSCO, JNJ, KEY. 6,209 filers in all.

# Filer In peers
1 Capital Research Global Investors Adviser, Diversified active $284,746,807,601 17 held
2 Berkshire Hathaway Inc Insurer, Concentrated $131,258,176,277 3 held
3 LILLY ENDOWMENT INC Unknown, Unknown $108,400,867,760 1 held
4 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $79,700,312,184 17 held
5 Swiss National Bank Unknown, Index-like $74,150,887,019 16 held
6 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Registered adviser, Diversified active $68,861,715,853 19 held
7 PRIMECAP MANAGEMENT CO/CA/ Registered adviser, Diversified active $54,828,062,261 17 held
8 Sanders Capital, LLC Registered adviser, Concentrated $43,981,326,445 11 held
9 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Insurer, Diversified active $43,945,073,362 11 held
10 Clearbridge Investments, LLC Registered adviser, Diversified active $32,983,683,860 19 held

Fund Ownership of CFG by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 22.62% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 4.65% 19,570,768
Index ETFs 17.97% 75,678,424
Active ETFs 0.69% 2,914,760
Active funds 13.92% 58,632,180
Unclassified 3.71% 15,635,072
All registered funds 40.94% 172,431,204
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 645 Exempt adviser 8 Adviser 22 Bank 35 Insurer 4 Broker-dealer 3 Benefit plan 8 Non-US 18 Holding company 14 Unknown 352
Showing 100 of 1,141
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BlackRock, Inc. $3,415,045,650 11.90% 48,737,629
VANGUARD CAPITAL MANAGEMENT LLC $1,885,349,175 6.57% 26,906,653
Capital World Investors $1,630,471,792 5.68% 23,269,185
Invesco Ltd. $1,552,378,561 5.41% 22,154,682
STATE STREET CORP $1,488,378,661 5.19% 21,241,311
VANGUARD PORTFOLIO MANAGEMENT LLC $1,441,153,934 5.02% 20,567,346
MORGAN STANLEY $859,406,370 3.00% 12,264,969
GEODE CAPITAL MANAGEMENT, LLC $827,930,302 2.89% 11,815,760
AQR CAPITAL MANAGEMENT LLC $534,412,254 1.86% 7,626,834
NORDEA INVESTMENT MANAGEMENT AB $508,709,810 1.77% 7,260,023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $459,173,403 1.60% 6,553,067
NORGES BANK $415,291,086 1.45% 5,926,803
LSV ASSET MANAGEMENT $402,822,900 1.40% 5,748,864
Ninety One UK Ltd $390,448,387 1.36% 6,123,720
DIMENSIONAL FUND ADVISORS LP $334,851,144 1.17% 4,778,809
VICTORY CAPITAL MANAGEMENT INC $322,176,674 1.12% 4,597,926
NORTHERN TRUST CORP $316,463,793 1.10% 4,516,395
GOLDMAN SACHS GROUP INC $294,579,884 1.03% 4,204,080
UBS Group AG $291,962,558 1.02% 4,166,727
Amundi $258,265,333 0.90% 3,685,819
ROYAL BANK OF CANADA $251,950,135 0.88% 3,595,692
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $230,770,353 0.80% 3,293,426
BANK OF AMERICA CORP /DE/ $223,386,100 0.78% 3,188,042
Legal & General Group Plc $207,233,915 0.72% 2,957,527
D. E. Shaw & Co., Inc. $195,911,655 0.68% 2,795,942
CITADEL ADVISORS LLC $190,029,910 0.66% 2,712,001
Qube Research & Technologies Ltd $188,754,355 0.66% 2,693,797
ACADIAN ASSET MANAGEMENT LLC $186,202,196 0.65% 2,657,374
Swedbank AB $185,689,213 0.65% 2,650,053
FMR LLC $180,056,425 0.63% 2,569,665
Bank of New York Mellon Corp $175,948,285 0.61% 2,511,036
DEUTSCHE BANK AG\ $174,107,691 0.61% 2,484,768
VANGUARD FIDUCIARY TRUST CO $165,220,715 0.58% 2,357,938
JPMORGAN CHASE & CO $161,303,024 0.56% 2,302,027
NEUBERGER BERMAN GROUP LLC $157,883,755 0.55% 2,253,229
Capital International Investors $149,366,116 0.52% 2,131,670
Artemis Investment Management LLP $142,586,041 0.50% 2,236,293
MANUFACTURERS LIFE INSURANCE COMPANY, THE $139,430,471 0.49% 1,989,874
Artisan Partners Limited Partnership $139,382,613 0.49% 1,989,191
Nykredit A/S $138,357,839 0.48% 1,974,566
ASSETMARK, INC $126,713,186 0.44% 1,808,380
HSBC HOLDINGS PLC $118,984,322 0.41% 1,698,078
Quantinno Capital Management LP $115,231,936 0.40% 1,644,526
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $107,989,011 0.38% 1,541,159
Assenagon Asset Management S.A. $107,732,785 0.38% 1,689,661
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main $102,483,400 0.36% 1,462,586
WELLINGTON MANAGEMENT GROUP LLP $97,689,770 0.34% 1,394,174
RAYMOND JAMES FINANCIAL INC $97,378,238 0.34% 1,389,728
Freestone Grove Partners LP $95,641,766 0.33% 1,364,946
LOS ANGELES CAPITAL MANAGEMENT LLC $95,617,802 0.33% 1,364,604
Junto Capital Management LP $91,605,313 0.32% 1,307,340
KAMES CAPITAL plc $86,596,570 0.30% 1,235,858
BARCLAYS PLC $85,991,864 0.30% 1,227,228
Prana Capital Management, LP $83,162,649 0.29% 1,186,851
Russell Investments Group, Ltd. $80,636,060 0.28% 1,150,793
Sumitomo Mitsui Trust Group, Inc. $79,433,734 0.28% 1,133,634
BANK OF MONTREAL /CAN/ $79,427,774 0.28% 1,133,549
PFA Pension, Forsikringsaktieselskab $78,838,699 0.27% 1,125,142
Impax Asset Management Group plc $77,494,617 0.27% 1,105,960
CAUSEWAY CAPITAL MANAGEMENT LLC $75,471,906 0.26% 1,077,093
TODD ASSET MANAGEMENT LLC $75,315,650 0.26% 1,074,863
Mitsubishi UFJ Asset Management Co., Ltd. $72,917,434 0.25% 1,040,637
GW&K Investment Management, LLC $72,448,386 0.25% 1,033,943
VANGUARD ASSET MANAGEMENT, Ltd $67,979,391 0.24% 970,164
BRUNI J V & CO /CO $67,108,281 0.23% 957,732
WELLS FARGO & COMPANY/MN $66,469,732 0.23% 948,619
Korea Investment CORP $66,149,022 0.23% 944,042
Man Group plc $65,767,351 0.23% 938,595
Vanguard Global Advisers, LLC $65,287,091 0.23% 931,741
Nuveen, LLC $64,616,450 0.23% 922,170
NATIXIS ADVISORS, LLC $63,959,755 0.22% 912,798
National Pension Service $63,595,181 0.22% 907,595
FIRST TRUST ADVISORS LP $63,324,781 0.22% 903,736
LORD, ABBETT & CO. LLC $63,158,225 0.22% 901,359
Bridgewater Associates, LP $59,409,410 0.21% 847,858
KBC Group NV $59,355,595 0.21% 847,090
California Public Employees Retirement System $58,226,978 0.20% 830,983
RHUMBLINE ADVISERS $58,009,901 0.20% 827,885
FRANKLIN RESOURCES INC $57,278,646 0.20% 817,449
JONES FINANCIAL COMPANIES LLLP $55,963,296 0.20% 798,677
MARSHALL WACE, LLP $55,690,024 0.19% 794,777
Caisse de depot et placement du Quebec $55,382,206 0.19% 790,384
Allspring Global Investments Holdings, LLC $53,768,914 0.19% 767,360
ZACKS INVESTMENT MANAGEMENT $52,627,124 0.18% 751,065
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $51,795,533 0.18% 739,197
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY $50,923,651 0.18% 726,754
CITIGROUP INC $48,918,669 0.17% 698,140
ENVESTNET ASSET MANAGEMENT INC $45,682,837 0.16% 651,960
Ensign Peak Advisors, Inc $44,582,948 0.16% 636,263
BNP PARIBAS ARBITRAGE, SA $44,278,143 0.15% 631,913
SCHRODER INVESTMENT MANAGEMENT GROUP $43,516,201 0.15% 621,039
PRICE T ROWE ASSOCIATES INC /MD/ $43,304,590 0.15% 618,019
TEACHER RETIREMENT SYSTEM OF TEXAS $40,438,307 0.14% 577,113
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $39,561,872 0.14% 564,605
Mediolanum International Funds Ltd $39,523,473 0.14% 564,057
PRINCIPAL FINANCIAL GROUP INC $39,451,791 0.14% 563,034
PRUDENTIAL FINANCIAL INC $38,393,594 0.13% 547,932
HoldCo Asset Management, LP $36,613,396 0.13% 522,526
ALLIANCEBERNSTEIN L.P. $36,091,725 0.13% 515,081
Tredje AP-fonden $35,998,252 0.13% 513,747

Showing the top 100 of 1,141 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 759944 CUSIP 174610105 13F (30d) 179 filings 167 filers Visit website Investor relations