CITIZENS FINANCIAL GROUP (CFG) Institutional Ownership Changes & 13F Activity

CITIZENS FINANCIAL GROUP (CFG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Invesco Ltd., Balyasny Asset Management L.P., Citadel Advisors Llc, State Street Corp, and Assenagon Asset Management S.A..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-107,399-14.1%651,960$45.68MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+5,983+17.6%39,976$2.80MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+70+0.8%9,167$642.33KQ2 2026Sep 23, 2026
State Street CorpBuy+978,979+4.8%21,241,311$1.49BQ2 2026Sep 22, 2026
Andra Ap-FondenBuy+131,300+94.7%269,900$18.91MQ2 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheSell-60,532-3.0%1,989,874$139.43MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-115-0.2%49,340$3.46MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+367+20.0%2,203$154.37KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-1,174,354-30.2%2,712,001$190.03MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhBuy+205,306+445.4%251,401$17.62MQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Buy+2,000+8.4%25,925$1.82MQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+40+55.6%112$7.85KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-8,590-3.4%240,566$16.86MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+30+0.0%81,185$5.69MQ2 2026Aug 26, 2026
California State Teachers Retirement SystemBuy+8,698+1.6%564,605$39.56MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-28-2.4%1,153$80.79KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Sell-338,386-33.2%680,625$47.69MQ2 2026Aug 21, 2026
Mercer Global Advisors IncBuy+27,126+17.7%180,598$12.65MQ2 2026Aug 19, 2026
Rakuten Investment Management, Inc.Buy+5,992+9.5%69,289$4.88MQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+1,301+22.2%7,171$502.49KQ2 2026Aug 18, 2026
Capstone Investment Advisors, LlcBuy+15,151—15,151$1.06MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcBuy+7,513—7,513$526.46KQ2 2026Aug 17, 2026
Public Employees Retirement System Of OhioSell-4,448-1.9%226,129$15.84MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+3,143+9.0%37,918$2.66MQ2 2026Aug 17, 2026
Strive Financial Group ,LlcBuy+1,925+713.0%2,195$153.80KQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+739+3.2%24,039$1.68MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+624+7.5%8,902$623.76KQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+136+33.3%545$38.23KQ2 2026Aug 17, 2026
Invesco Ltd.Buy+22,154,682—22,154,682$1.55BQ2 2026Aug 14, 2026
Balyasny Asset Management L.P.Sell-2,449,404-99.6%9,593$672.18KQ2 2026Aug 14, 2026
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Frequently asked questions about CFG activity

  • Which institutional owners are buying CFG?

    Institutional owners buying CFG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CFG activity?

    "Buy" means an investor increased their reported position in CFG compared to the prior reporting period. This reflects growing exposure to CITIZENS FINANCIAL GROUP (CFG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CFG increasing?

    Institutional interest in CFG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.