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Who Owns Citizens Financial Group Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Citizens Financial Group Inc.

Who crossed 5% of CFG →
Managers holding
35
as of 2026-09-30
Reported value
$218.8M
summed across filings
Shares held
3.4M
Added vs trimmed
12 / 9
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Artemis Investment Management LLPCOM2.2M shadded$142.6M
VALLEY WEALTH MANAGERS, INC.Stock445.3K shtrimmed$28.4M
Sound Income Strategies, LLCCOM301.3K shadded$19.3M
Mn Services Vermogensbeheer B.V.COM124.5K shheld$7.9M
VISTA INVESTMENT PARTNERS LLCCOM68.2K shtrimmed$4.3M
Venture Visionary Partners LLCCOM46.1K shadded$2.9M
FIG FINANCIAL ADVISORY SERVICES INC /ADVCOM29.3K shadded$1.9M
TOTH FINANCIAL ADVISORY CORPCOM29.2K shadded$1.9M
Farther Finance Advisors, LLCStock25.5K shtrimmed$1.6M
Everhart Financial Group, Inc.COM24.3K shadded$1.6M
GAMMA Investing LLCCommon Stock22.1K shadded$1.4M
Cox Capital Mgt LLCStock19.5K shtrimmed$1.2M
Wedmont Private CapitalCOM17.3K shadded$1.1M
Crumly & Associates Inc.COM6.1K shtrimmed$385.8K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM5.3K shtrimmed$338.5K
Balefire, LLCCOM5K shadded$318.8K
Valeo Financial Advisors, LLCStock4.4K shadded$279.4K
DECISION INVESTMENTS, INCCOM4.3K shheld$275.4K
Avidian Wealth Enterprises, LLCCOM3.3K sh—$212.6K
RIVERSEDGE ADVISORS, LLCCOM3.2K shtrimmed$204.5K
ARMSTRONG ADVISORY GROUP, INCCOM2.1K shheld$136.3K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.9K shtrimmed$122K
ELEVATION WEALTH PARTNERS, LLCCOM952 shadded$60.7K
Wealth Enhancement Trust Services, Inc.COM935 shheld$59.6K
Grove Bank & TrustCOM817 shheld$52.1K
CoreCap Advisors, LLCStock749 shadded$47.8K
Bank of New HampshireCOM550 shheld$35.1K
ATWOOD & PALMER INCCOM370 sh—$23.6K
Retirement Wealth Solutions LLCCOM211 shheld$13.4K
Central Pacific Bank - Trust DivisionCOM173 shheld$11K
Bangor Savings BankCOM75 shheld$4.8K
Rosenberg Matthew HamiltonStock53 shheld$3.4K
Marquette Asset Management, LLCCOM22 shheld$1.4K
GK Wealth Management LLCCOM19 sh—$1.2K
Davis Capital ManagementStock15 shtrimmed$956

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on CFG

Company overviewEverything on CFG in one place, with the price.SEC filingsWhat CFG's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat CFG's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold CFG, and how big a bet.LobbyingWhat CFG spends lobbying Congress, and on what.Who lobbies for itThe lobbyists on CFG's account, and who they worked for.PatentsWhat CFG is filing at the patent office.

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