Who owns Citizens Financial Group (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-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
395 tracked funds added or opened CFG while 144 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% 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 2026-Q1 and 2026-Q2, across 1043 tracked filers holding CFG, 603 increased or opened the position and 431 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 52
- Nykredit A/S$188M
- Artisan Partners Limited Partnership$139M
- PFA Pension, Forsikringsaktieselskab$79M
- MARSHALL WACE, LLP$56M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$20M
- Polar Asset Management Partners Inc.$14M
Full exits 76
- LSV ASSET MANAGEMENT$363M
- Amundi$169M
- ACADIAN ASSET MANAGEMENT LLC$118M
- GW&K Investment Management, LLC$63M
- ALGEBRIS (UK) LTD$56M
- NATIXIS ADVISORS, LLC$54M
Largest adds
- BlackRock, Inc.$1.1B
- VANGUARD CAPITAL MANAGEMENT LLC$274M
- STATE STREET CORP$273M
- VANGUARD PORTFOLIO MANAGEMENT LLC$246M
- Invesco Ltd.$191M
- NORGES BANK$185M
Largest trims
- BALYASNY ASSET MANAGEMENT L.P.$147M
- Point72 Asset Management, L.P.$84M
- MILLENNIUM MANAGEMENT LLC$78M
- JANE STREET GROUP, LLC$61M
- WELLINGTON MANAGEMENT GROUP LLP$58M
- Alyeska Investment Group, L.P.$44M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 48,737,629 | $3.4B | 13.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 26,906,653 | $1.9B | 7.7% | 2026-Q2 |
| Capital World Investors trimmed | 23,269,185 | $1.6B | 6.6% | 2026-Q2 |
| Invesco Ltd. trimmed | 22,154,682 | $1.6B | 6.3% | 2026-Q2 |
| STATE STREET CORP added | 21,241,311 | $1.5B | 6.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 20,567,346 | $1.4B | 5.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 12,264,969 | $859M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 11,815,760 | $825M | 3.4% | 2026-Q2 |
| Ninety One UK Ltd added | 7,851,457 | $550M | 2.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 7,626,834 | $534M | 2.2% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 7,260,023 | $509M | 2.1% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 6,553,067 | $459M | 1.9% | 2026-Q2 |
| NORGES BANK added | 5,926,803 | $415M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,778,809 | $335M | 1.4% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 4,597,926 | $322M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 4,516,395 | $316M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 4,204,080 | $295M | 1.2% | 2026-Q2 |
| UBS Group AG added | 4,166,727 | $292M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 3,595,692 | $252M | 1.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 3,293,426 | $231M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,188,042 | $223M | 0.9% | 2026-Q2 |
| Legal & General Group Plc added | 2,957,527 | $207M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 2,795,942 | $196M | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 2,712,001 | $190M | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 2,693,797 | $189M | 0.8% | 2026-Q2 |
| Nykredit A/S new | 2,688,457 | $188M | 0.8% | 2026-Q2 |
| Swedbank AB added | 2,650,053 | $186M | 0.8% | 2026-Q2 |
| FMR LLC added | 2,569,665 | $180M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,511,036 | $176M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 2,484,768 | $174M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 2,357,938 | $165M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,302,027 | $162M | 0.7% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 2,253,229 | $158M | 0.6% | 2026-Q2 |
| Capital International Investors added | 2,131,670 | $149M | 0.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 1,989,874 | $139M | 0.6% | 2026-Q2 |
| Artisan Partners Limited Partnership new | 1,989,191 | $139M | 0.6% | 2026-Q2 |
| Artemis Investment Management LLP added | 1,944,387 | $136M | 0.6% | 2026-Q2 |
| ASSETMARK, INC added | 1,808,380 | $127M | 0.5% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 1,698,078 | $119M | 0.5% | 2026-Q2 |
| Quantinno Capital Management LP added | 1,644,526 | $115M | 0.5% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 1,541,159 | $108M | 0.4% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 1,462,586 | $102M | 0.4% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,394,174 | $98M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,389,728 | $97M | 0.4% | 2026-Q2 |
| Freestone Grove Partners LP added | 1,364,946 | $96M | 0.4% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 1,364,604 | $96M | 0.4% | 2026-Q2 |
| Junto Capital Management LP added | 1,307,340 | $92M | 0.4% | 2026-Q2 |
| AEGON ASSET MANAGEMENT UK Plc added | 1,235,858 | $87M | 0.4% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,227,228 | $86M | 0.4% | 2026-Q2 |
| Prana Capital Management, LP added | 1,186,851 | $83M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,150,793 | $81M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,133,634 | $79M | 0.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 1,133,549 | $79M | 0.3% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab new | 1,125,142 | $79M | 0.3% | 2026-Q2 |
| Impax Asset Management Group plc trimmed | 1,105,960 | $77M | 0.3% | 2026-Q2 |
| CAUSEWAY CAPITAL MANAGEMENT LLC added | 1,077,093 | $75M | 0.3% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC added | 1,074,863 | $75M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,040,637 | $73M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 970,164 | $68M | 0.3% | 2026-Q2 |
| BRUNI J V & CO /CO trimmed | 957,732 | $67M | 0.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 948,619 | $66M | 0.3% | 2026-Q2 |
| Korea Investment CORP added | 944,042 | $66M | 0.3% | 2026-Q2 |
| Man Group plc added | 938,595 | $66M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 931,741 | $65M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 922,170 | $65M | 0.3% | 2026-Q2 |
| National Pension Service trimmed | 907,595 | $64M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 903,736 | $63M | 0.3% | 2026-Q2 |
| Bridgewater Associates, LP added | 847,858 | $59M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 830,983 | $58M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 827,885 | $58M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 817,449 | $57M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 798,677 | $56M | 0.2% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 794,777 | $56M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 790,384 | $55M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 767,360 | $55M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 751,065 | $53M | 0.2% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 739,197 | $52M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 698,140 | $49M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 680,625 | $48M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 651,960 | $46M | 0.2% | 2026-Q2 |
| Ensign Peak Advisors, Inc added | 636,263 | $45M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 631,913 | $44M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 621,039 | $44M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 618,019 | $43M | 0.2% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 577,113 | $40M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 564,605 | $40M | 0.2% | 2026-Q2 |
| Mediolanum International Funds Ltd added | 564,057 | $40M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 563,034 | $39M | 0.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 547,932 | $38M | 0.2% | 2026-Q2 |
| HoldCo Asset Management, LP | 522,526 | $37M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 515,081 | $31M | 0.1% | 2026-Q2 |
| Tredje AP-fonden added | 513,747 | $36M | 0.1% | 2026-Q2 |
| LPL Financial LLC trimmed | 504,589 | $35M | 0.1% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 503,280 | $35M | 0.1% | 2026-Q2 |
| PINEBRIDGE INVESTMENTS LLC added | 475,657 | $33M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 467,877 | $33M | 0.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 466,962 | $33M | 0.1% | 2026-Q2 |
| Alyeska Investment Group, L.P. trimmed | 465,482 | $33M | 0.1% | 2026-Q2 |
| VALLEY WEALTH MANAGERS, INC. trimmed | 449,107 | $31M | 0.1% | 2026-Q2 |
| Creative Planning added | 434,304 | $30M | 0.1% | 2026-Q2 |
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.
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.