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Institutional Ownership · SEC Form 13F

Who owns CFG (CFG)


Which tracked institutional funds hold CFG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CFG company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,011
Institutional holders
395,020,076
Shares held (tracked funds)
92.0%
Of shares outstanding

How the tape is positioned

262 tracked funds added or opened CFG while 151 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

CFG’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CFG more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in CFG divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 1007 tracked filers holding CFG, 565 increased or opened the position and 405 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in CFG between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 51

  • VANGUARD CAPITAL MANAGEMENT LLC$1.6B
  • VANGUARD PORTFOLIO MANAGEMENT LLC$1.2B
  • VANGUARD FIDUCIARY TRUST CO$143M
  • Vanguard Global Advisers, LLC$57M
  • VANGUARD ASSET MANAGEMENT, Ltd$53M
  • LORD, ABBETT & CO. LLC$14M

Full exits 39

  • VANGUARD GROUP INC$3.0B
  • Synergy Asset Management, LLC$34M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$22M
  • Brandywine Global Investment Management, LLC$13M
  • Rhino Investment Partners, Inc$10M
  • TUDOR INVESTMENT CORP ET AL$9M

Largest adds

  • CITADEL ADVISORS LLC$113M
  • D. E. Shaw & Co., Inc.$108M
  • MORGAN STANLEY$107M
  • ACADIAN ASSET MANAGEMENT LLC$91M
  • Qube Research & Technologies Ltd$87M
  • MILLENNIUM MANAGEMENT LLC$66M

Largest trims

  • Capital World Investors$483M
  • Capital International Investors$343M
  • BlackRock, Inc.$317M
  • HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$252M
  • NORGES BANK$126M
  • STATE STREET CORP$114M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BlackRock, Inc. trimmed39,109,144$2.3B9.8%2026-Q1
Capital World Investors trimmed27,904,054$1.7B7.0%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new26,864,839$1.6B6.7%2026-Q1
Invesco Ltd. trimmed22,693,857$1.4B5.7%2026-Q1
STATE STREET CORP trimmed20,262,332$1.2B5.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new19,925,763$1.2B5.0%2026-Q1
MORGAN STANLEY added12,712,681$762M3.2%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added11,810,470$706M3.0%2026-Q1
AQR CAPITAL MANAGEMENT LLC trimmed7,339,740$434M1.8%2026-Q1
NORDEA INVESTMENT MANAGEMENT AB added7,323,185$430M1.8%2026-Q1
Ninety One UK Ltd added6,768,224$406M1.7%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed6,679,483$401M1.7%2026-Q1
LSV ASSET MANAGEMENT trimmed6,060,165$363M1.5%2026-Q1
DIMENSIONAL FUND ADVISORS LP added4,719,160$283M1.2%2026-Q1
GOLDMAN SACHS GROUP INC trimmed4,568,369$274M1.1%2026-Q1
NORTHERN TRUST CORP added4,486,554$269M1.1%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed4,096,696$246M1.0%2026-Q1
ROYAL BANK OF CANADA trimmed4,034,949$242M1.0%2026-Q1
CITADEL ADVISORS LLC added3,886,355$233M1.0%2026-Q1
NORGES BANK trimmed5,620,671$230M1.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added3,344,169$201M0.8%2026-Q1
D. E. Shaw & Co., Inc. added2,957,561$177M0.7%2026-Q1
Legal & General Group Plc added2,811,794$169M0.7%2026-Q1
Amundi trimmed2,810,153$169M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added2,682,294$161M0.7%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed2,596,716$156M0.7%2026-Q1
Bank of New York Mellon Corp trimmed2,524,511$151M0.6%2026-Q1
FMR LLC added2,472,968$148M0.6%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added2,458,997$147M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new2,376,430$143M0.6%2026-Q1
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed2,306,798$138M0.6%2026-Q1
UBS Group AG added2,258,155$135M0.6%2026-Q1
Swedbank AB added2,107,414$126M0.5%2026-Q1
Capital International Investors trimmed2,071,663$124M0.5%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed2,050,406$123M0.5%2026-Q1
ACADIAN ASSET MANAGEMENT LLC added1,960,174$118M0.5%2026-Q1
JPMORGAN CHASE & CO added2,005,402$115M0.5%2026-Q1
Artemis Investment Management LLP trimmed1,899,294$114M0.5%2026-Q1
Point72 Asset Management, L.P. trimmed1,813,936$109M0.5%2026-Q1
ASSETMARK, INC added1,788,249$107M0.4%2026-Q1
DEUTSCHE BANK AG\ trimmed1,781,453$107M0.4%2026-Q1
Qube Research & Technologies Ltd added1,694,180$102M0.4%2026-Q1
NEUBERGER BERMAN GROUP LLC added1,668,240$100M0.4%2026-Q1
HSBC HOLDINGS PLC trimmed1,579,301$95M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,581,109$95M0.4%2026-Q1
BARCLAYS PLC added1,392,949$84M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added1,312,084$79M0.3%2026-Q1
Quantinno Capital Management LP added1,311,269$79M0.3%2026-Q1
Alyeska Investment Group, L.P. trimmed1,276,076$77M0.3%2026-Q1
Impax Asset Management Group plc trimmed1,274,383$76M0.3%2026-Q1
Junto Capital Management LP added1,265,092$76M0.3%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,241,050$74M0.3%2026-Q1
BANK OF MONTREAL /CAN/ trimmed1,165,116$70M0.3%2026-Q1
FIRST TRUST ADVISORS LP trimmed1,138,819$68M0.3%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC trimmed1,138,679$68M0.3%2026-Q1
JANE STREET GROUP, LLC added1,055,996$63M0.3%2026-Q1
GW&K Investment Management, LLC trimmed1,050,635$63M0.3%2026-Q1
CAUSEWAY CAPITAL MANAGEMENT LLC added1,048,526$63M0.3%2026-Q1
Russell Investments Group, Ltd. trimmed1,026,517$61M0.3%2026-Q1
Assenagon Asset Management S.A. added1,019,011$61M0.3%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed998,526$60M0.3%2026-Q1
CITIGROUP INC added981,097$59M0.2%2026-Q1
TODD ASSET MANAGEMENT LLC trimmed974,278$58M0.2%2026-Q1
BRUNI J V & CO /CO trimmed971,020$58M0.2%2026-Q1
AEGON ASSET MANAGEMENT UK Plc trimmed957,259$57M0.2%2026-Q1
Mitsubishi UFJ Asset Management Co., Ltd. added947,987$57M0.2%2026-Q1
Vanguard Global Advisers, LLC new947,914$57M0.2%2026-Q1
ALGEBRIS (UK) LTD added928,970$56M0.2%2026-Q1
Nuveen, LLC added923,137$55M0.2%2026-Q1
Freestone Grove Partners LP added914,358$55M0.2%2026-Q1
National Pension Service added912,092$55M0.2%2026-Q1
NATIXIS ADVISORS, LLC added893,439$54M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added887,068$53M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new878,519$53M0.2%2026-Q1
RHUMBLINE ADVISERS trimmed877,855$53M0.2%2026-Q1
Engineers Gate Manager LP added862,098$52M0.2%2026-Q1
California Public Employees Retirement System added827,813$50M0.2%2026-Q1
Korea Investment CORP added817,311$49M0.2%2026-Q1
FRANKLIN RESOURCES INC added796,299$48M0.2%2026-Q1
Longaeva Partners L.P. added785,893$47M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added759,359$46M0.2%2026-Q1
ZACKS INVESTMENT MANAGEMENT added752,253$45M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added768,533$44M0.2%2026-Q1
Bridgewater Associates, LP trimmed713,638$43M0.2%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. added689,381$41M0.2%2026-Q1
Vinva Investment Management Ltd trimmed700,143$40M0.2%2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added664,705$40M0.2%2026-Q1
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY655,634$39M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ trimmed614,084$37M0.2%2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXAS added609,786$37M0.2%2026-Q1
ALLIANCEBERNSTEIN L.P. added596,895$35M0.1%2026-Q1
Man Group plc added579,151$35M0.1%2026-Q1
SG Americas Securities, LLC added578,128$35M0.1%2026-Q1
Ensign Peak Advisors, Inc added575,263$34M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed555,907$33M0.1%2026-Q1
LPL Financial LLC added546,926$33M0.1%2026-Q1
PRUDENTIAL FINANCIAL INC added546,695$33M0.1%2026-Q1
VANGUARD GROUP INC trimmed51,086,968$3.0B12.5%2025-Q4 stale
MARSHALL WACE, LLP trimmed906,717$48M0.2%2025-Q3 stale
Synergy Asset Management, LLC trimmed579,218$34M0.1%2025-Q4 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership