DaveManuel.com · Institutional Ownership · Who Owns It
CITIZENS FINL GROUP INC (CFG)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,105
Reporting holders
$28.9B
Reported value
97.1%
Of shares outstanding
0.5%
Calls
0.3%
Puts
+72
Holder change
Institutions report 409,120,162 shares against 421,176,788 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $3.4B | 48,737,629 | 0.05% | 8q | +4.4%+$142.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.9B | 26,906,653 | 0.04% | 2q | HELD |
| Capital World Investors | $1.6B | 23,269,185 | 0.19% | 9q | -16.6%-$324.8M |
| Invesco Ltd. | $1.6B | 22,154,682 | 0.12% | 31q | -3.4%-$54.1M |
| STATE STREET CORP | $1.5B | 21,241,311 | 0.04% | 31q | +4.8%+$68.6M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 20,567,346 | 0.06% | 2q | +3.2%+$45.0M |
| MORGAN STANLEY | $859.4M | 12,264,969 | 0.05% | 35q | -3.5%-$31.4M |
| GEODE CAPITAL MANAGEMENT, LLC | $824.8M | 11,815,760 | 0.04% | 31q | HELD |
| Ninety One UK Ltd | $550.2M | 7,851,457 | 1.23% | 4q | +16.0%+$75.9M |
| AQR CAPITAL MANAGEMENT LLC | $534.4M | 7,626,834 | 0.19% | 31q | +3.9%+$20.1M |
| NORDEA INVESTMENT MANAGEMENT AB | $509.0M | 7,260,023 | 0.42% | 31q | -0.9%-$4.4M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $459.2M | 6,553,067 | 0.06% | 31q | -1.9%-$8.9M |
| NORGES BANK | $415.3M | 5,926,803 | 0.04% | 32q | -2.7%-$11.7M |
| LSV ASSET MANAGEMENT | $402.8M | 5,748,864 | 0.73% | 31q | -5.1%-$21.8M |
| DIMENSIONAL FUND ADVISORS LP | $334.9M | 4,778,809 | 0.06% | 31q | +1.3%+$4.2M |
| VICTORY CAPITAL MANAGEMENT INC | $322.2M | 4,597,926 | 0.18% | 31q | +12.2%+$35.1M |
| NORTHERN TRUST CORP | $316.5M | 4,516,395 | 0.04% | 31q | +0.7%+$2.1M |
| UBS Group AG | $294.8M incl. $2.8M options CALL+PUT | 4,166,727 | 0.04% | 31q | +84.5%+$135.0M |
| GOLDMAN SACHS GROUP INC | $294.6M | 4,204,080 | 0.03% | 31q | -8.0%-$25.5M |
| Amundi | $258.3M | 3,685,819 | 0.06% | 21q | +31.2%+$61.4M |
| ROYAL BANK OF CANADA | $251.9M | 3,595,692 | 0.04% | 31q | -10.9%-$30.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $230.8M | 3,293,426 | 0.04% | 31q | -1.5%-$3.6M |
| BANK OF AMERICA CORP /DE/ | $223.4M | 3,188,042 | 0.01% | 31q | +18.9%+$35.4M |
| CITADEL ADVISORS LLC | $207.9M incl. $17.9M options CALL+PUT | 2,712,001 | 0.02% | 31q | -30.2%-$90.0M |
| Legal & General Group Plc | $207.2M | 2,957,527 | 0.04% | 31q | +5.2%+$10.2M |
| D. E. Shaw & Co., Inc. | $195.9M | 2,795,942 | 0.09% | 31q | -5.5%-$11.3M |
| Qube Research & Technologies Ltd | $188.8M | 2,693,797 | 0.18% | 3q | +59.0%+$70.0M |
| ACADIAN ASSET MANAGEMENT LLC | $186.2M | 2,657,374 | 0.22% | 5q | +35.6%+$48.8M |
| Swedbank AB | $185.7M | 2,650,053 | 0.16% | 21q | +25.7%+$38.0M |
| FMR LLC | $180.1M | 2,569,665 | 0.01% | 31q | +2.3%+$4.0M |
| Bank of New York Mellon Corp | $175.9M | 2,511,036 | 0.03% | 31q | -0.5%-$944.2K |
| DEUTSCHE BANK AG\ | $174.1M | 2,484,768 | 0.05% | 34q | +39.5%+$49.3M |
| VANGUARD FIDUCIARY TRUST CO | $165.2M | 2,357,938 | 0.04% | 2q | -0.8%-$1.3M |
| JPMORGAN CHASE & CO | $162.1M | 2,302,027 | 0.01% | 31q | +14.8%+$20.9M |
| NEUBERGER BERMAN GROUP LLC | $157.9M | 2,253,229 | 0.10% | 31q | +35.1%+$41.0M |
| Capital International Investors | $149.4M | 2,131,670 | 0.03% | 24q | +2.9%+$4.2M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $139.4M | 1,989,874 | 0.11% | 31q | -3.0%-$4.2M |
| Artisan Partners Limited Partnership | $139.4M | 1,989,191 | 0.22% | new | NEW |
| Nykredit A/S | $138.4M | 1,974,566 | 0.53% | new | FIRST |
| Artemis Investment Management LLP | $136.2M | 1,944,387 | 1.21% | 4q | +2.4%+$3.2M |
| ASSETMARK, INC | $126.7M | 1,808,380 | 0.22% | 31q | +1.1%+$1.4M |
| HSBC HOLDINGS PLC | $119.0M | 1,698,078 | 0.05% | 31q | +7.5%+$8.3M |
| Quantinno Capital Management LP | $115.2M | 1,644,526 | 0.14% | 23q | +25.4%+$23.4M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $108.0M | 1,541,159 | 0.31% | 31q | -33.2%-$53.6M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $102.5M | 1,462,586 | 0.08% | 6q | +19279.7%+$102.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $97.7M | 1,394,174 | 0.02% | 31q | -46.3%-$84.3M |
| RAYMOND JAMES FINANCIAL INC | $97.4M | 1,389,728 | 0.03% | 7q | -12.1%-$13.4M |
| Freestone Grove Partners LP | $95.6M | 1,364,946 | 0.61% | 5q | +49.3%+$31.6M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $95.6M | 1,364,604 | 0.35% | 5q | +19.8%+$15.8M |
| Assenagon Asset Management S.A. | $95.4M | 1,361,250 | 0.06% | 17q | +33.6%+$24.0M |
| BARCLAYS PLC | $93.0M incl. $7.0M options PUT | 1,227,228 | 0.02% | 31q | -11.9%-$12.6M |
| Junto Capital Management LP | $91.6M | 1,307,340 | 1.61% | 4q | +3.3%+$3.0M |
| AEGON ASSET MANAGEMENT UK Plc | $86.6M | 1,235,858 | 0.92% | 20q | +29.1%+$19.5M |
| Prana Capital Management, LP | $83.2M | 1,186,851 | 2.52% | 7q | +215.2%+$56.8M |
| Russell Investments Group, Ltd. | $80.7M | 1,150,793 | 0.07% | 31q | +12.1%+$8.7M |
| BANK OF MONTREAL /CAN/ | $80.2M incl. $798.8K options CALL+PUT | 1,133,549 | 0.03% | 31q | -2.7%-$2.2M |
| Sumitomo Mitsui Trust Group, Inc. | $79.4M | 1,133,634 | 0.05% | 31q | +13.5%+$9.5M |
| PFA Pension, Forsikringsaktieselskab | $78.8M | 1,125,142 | 0.20% | new | NEW |
| Impax Asset Management Group plc | $77.5M | 1,105,960 | 0.50% | 31q | -13.2%-$11.8M |
| CAUSEWAY CAPITAL MANAGEMENT LLC | $75.5M | 1,077,093 | 0.82% | 13q | +2.7%+$2.0M |
| TODD ASSET MANAGEMENT LLC | $75.3M | 1,074,863 | 1.34% | 31q | +10.3%+$7.0M |
| WELLS FARGO & COMPANY/MN | $73.5M incl. $7.0M options CALL | 948,619 | 0.01% | 31q | -23.6%-$22.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $72.9M | 1,040,637 | 0.04% | 31q | +9.8%+$6.5M |
| GW&K Investment Management, LLC | $72.4M | 1,033,943 | 0.57% | 13q | -1.6%-$1.2M |
| CITIGROUP INC | $69.1M incl. $20.2M options CALL+PUT | 698,140 | 0.02% | 31q | -28.8%-$28.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $68.0M | 970,164 | 0.05% | 2q | +10.4%+$6.4M |
| BRUNI J V & CO /CO | $67.1M | 957,732 | 6.13% | 29q | -1.4%-$931.1K |
| Korea Investment CORP | $66.1M | 944,042 | 0.13% | 31q | +15.5%+$8.9M |
| Man Group plc | $65.8M | 938,595 | 0.10% | 31q | +62.1%+$25.2M |
| Vanguard Global Advisers, LLC | $65.3M | 931,741 | 0.03% | 2q | -1.7%-$1.1M |
| Nuveen, LLC | $64.6M | 922,170 | 0.02% | 6q | HELD |
| NATIXIS ADVISORS, LLC | $64.0M | 912,798 | 0.07% | 31q | +2.2%+$1.4M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $64.0M incl. $59.9M options CALL+PUT | 57,562 | 0.00% | 31q | -73.7%-$179.3M |
| National Pension Service | $63.6M | 907,595 | 0.04% | 31q | HELD |
| FIRST TRUST ADVISORS LP | $63.3M | 903,736 | 0.04% | 31q | -20.6%-$16.5M |
| LORD, ABBETT & CO. LLC | $63.2M | 901,359 | 0.18% | 2q | +291.4%+$47.0M |
| Bridgewater Associates, LP | $59.4M | 847,858 | 0.24% | 7q | +18.8%+$9.4M |
| KBC Group NV | $59.4M | 847,090 | 0.13% | 31q | +422.4%+$48.0M |
| California Public Employees Retirement System | $58.2M | 830,983 | 0.03% | 31q | HELD |
| RHUMBLINE ADVISERS | $58.0M | 827,885 | 0.04% | 31q | -5.7%-$3.5M |
| FRANKLIN RESOURCES INC | $57.3M | 817,449 | 0.01% | 31q | +2.7%+$1.5M |
| JONES FINANCIAL COMPANIES LLLP | $56.2M | 798,677 | 0.02% | 23q | +3.9%+$2.1M |
| MARSHALL WACE, LLP | $55.7M incl. $14.0K options CALL | 794,777 | 0.04% | new | NEW |
| Caisse de depot et placement du Quebec | $55.4M | 790,384 | 0.08% | 8q | +80.3%+$24.7M |
| Allspring Global Investments Holdings, LLC | $55.1M | 767,360 | 0.08% | 19q | +49.6%+$18.3M |
| ZACKS INVESTMENT MANAGEMENT | $52.6M | 751,065 | 0.37% | 15q | HELD |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $51.8M | 739,197 | 0.05% | 31q | +7.2%+$3.5M |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $50.9M | 726,754 | 0.35% | 30q | +10.8%+$5.0M |
| BNP PARIBAS FINANCIAL MARKETS | $49.7M incl. $5.4M options CALL | 631,913 | 0.02% | 31q | -28.8%-$20.1M |
| ENVESTNET ASSET MANAGEMENT INC | $45.7M | 651,960 | 0.01% | 31q | -14.1%-$7.5M |
| Ensign Peak Advisors, Inc | $44.6M | 636,263 | 0.07% | 27q | +10.6%+$4.3M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $43.7M | 621,039 | 0.03% | 31q | +40.1%+$12.5M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $43.3M | 618,019 | 0.00% | 31q | +0.6%+$275.7K |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $40.4M | 577,113 | 0.11% | 31q | -5.4%-$2.3M |
| Mediolanum International Funds Ltd | $39.7M | 564,057 | 0.34% | 7q | +245.5%+$28.2M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $39.6M | 564,605 | 0.04% | 31q | +1.6%+$609.5K |
| PRINCIPAL FINANCIAL GROUP INC | $39.5M | 563,034 | 0.02% | 31q | +14.1%+$4.9M |
| PRUDENTIAL FINANCIAL INC | $38.4M | 547,932 | 0.04% | 33q | HELD |
| HoldCo Asset Management, LP | $36.6M | 522,526 | 2.35% | 5q | HELD |
| Tredje AP-fonden | $36.0M | 513,747 | 0.16% | 19q | +169.3%+$22.6M |
Showing the largest 100 of 1,106 reported holders. The count of 1,105 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-30 | 2026-10-28 | Auditor changed | filing |
| 2026-10-08 | 2026-10-06 | Charter or bylaws amended | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-24 | VAN SAUN BRUCE | Chairman and CEO | Sold | 129,369 | $9.3M |
| 2026-05-12 | Moosally Michelle | Chief Legal Officer | Sold | 6,050 | $376.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 367 | $1.8B | 28,160,102 | 40 | 140 | 88 | 0.0% |
| Q2 2026 | 1,105 | $28.9B | 409,120,162 | 142 | 452 | 295 | 0.8% |
| Q1 2026 | 1,033 | $24.0B | 397,774,861 | 131 | 420 | 294 | 1.0% |
| Q4 2025 | 978 | $24.4B | 413,807,490 | 138 | 338 | 283 | 0.9% |
| Q3 2025 | 871 | $22.0B | 410,852,380 | 134 | 287 | 284 | 0.9% |
| Q2 2025 | 815 | $19.0B | 418,250,429 | 96 | 272 | 301 | 1.3% |
| Q1 2025 | 836 | $17.0B | 412,852,932 | 105 | 295 | 277 | 1.1% |
| Q4 2024 | 825 | $18.3B | 414,243,492 | 85 | 270 | 287 | 1.1% |
| Q3 2024 | 807 | $17.5B | 419,139,127 | 100 | 266 | 288 | 1.5% |
| Q2 2024 | 768 | $15.1B | 414,360,976 | 96 | 271 | 245 | 1.3% |
| Q1 2024 | 728 | $16.7B | 455,861,716 | 81 | 232 | 263 | 1.3% |
| Q4 2023 | 713 | $15.1B | 451,523,119 | 93 | 197 | 282 | 1.2% |
| Q3 2023 | 653 | $11.9B | 442,393,124 | 49 | 213 | 265 | 1.0% |
| Q2 2023 | 696 | $11.7B | 443,262,566 | 75 | 219 | 283 | 1.4% |
| Q1 2023 | 747 | $13.8B | 448,259,795 | 82 | 260 | 255 | 1.4% |
| Q4 2022 | 778 | $17.5B | 439,812,292 | 84 | 254 | 286 | 0.9% |
| Q3 2022 | 717 | $47.9B | 1,387,984,763 | 60 | 283 | 231 | 0.3% |
| Q2 2022 | 734 | $50.8B | 1,415,216,736 | 88 | 331 | 205 | 0.2% |
| Q1 2022 | 746 | $57.0B | 1,252,185,894 | 81 | 268 | 245 | 0.5% |
| Q4 2021 | 734 | $37.8B | 791,590,145 | 73 | 239 | 241 | 0.9% |
| Q3 2021 | 693 | $47.2B | 998,788,359 | 66 | 245 | 228 | 0.6% |
| Q2 2021 | 690 | $32.5B | 703,640,001 | 70 | 263 | 223 | 0.6% |
| Q1 2021 | 670 | $34.2B | 773,185,571 | 110 | 222 | 225 | 0.5% |
| Q4 2020 | 606 | $35.4B | 980,907,637 | 87 | 180 | 218 | 0.3% |
| Q3 2020 | 551 | $21.4B | 1,326,580,458 | 54 | 178 | 228 | 0.3% |
| Q2 2020 | 568 | $21.5B | 1,479,823,470 | 82 | 182 | 235 | 0.3% |
| Q1 2020 | 569 | $23.3B | 1,903,839,387 | 57 | 214 | 220 | 0.1% |
| Q4 2019 | 680 | $44.2B | 1,403,831,808 | 66 | 194 | 278 | 0.1% |
| Q3 2019 | 646 | $35.1B | 1,551,050,391 | 56 | 199 | 290 | 0.2% |
| Q2 2019 | 643 | $32.4B | 913,591,870 | 60 | 216 | 244 | 0.2% |
| Q1 2019 | 652 | $33.9B | 1,039,765,056 | 87 | 222 | 227 | 0.2% |
| Q4 2018 | 623 | $31.8B | 1,069,083,766 | 8 | 7 | 13 | 0.1% |