| 4 | Invesco Ltd. | 22.2M | $1.55B | -3.4% | 5.239% | 0.12% |
| 5 | STATE STREET CORP | 21.2M | $1.49B | +4.8% | 5.023% | 0.02% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20.6M | $1.44B | +3.2% | 4.864% | 0.06% |
| 7 | MORGAN STANLEY | 12.3M | $859.4M | -3.5% | 2.900% | 0.05% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 11.8M | $824.8M | +0.0% | 2.794% | 0.04% |
| 9 | Ninety One UK Ltd | 7.9M | $550.2M | +16.0% | 1.857% | 1.23% |
| 10 | AQR CAPITAL MANAGEMENT LLC | 7.6M | $534.4M | +3.9% | 1.803% | 0.19% |
| 11 | NORDEA INVESTMENT MANAGEMENT AB | 7.3M | $509.0M | -0.9% | 1.717% | 0.42% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.6M | $459.2M | -1.9% | 1.550% | 0.06% |
| 13 | NORGES BANK | 5.9M | $415.3M | — | 1.401% | 0.04% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 4.8M | $334.9M | +1.3% | 1.130% | 0.06% |
| 15 | VICTORY CAPITAL MANAGEMENT INC | 4.6M | $322.2M | +12.2% | 1.087% | 0.18% |
| 16 | NORTHERN TRUST CORP | 4.5M | $316.5M | +0.7% | 1.068% | 0.04% |
| 17 | UBS Group AG | 4.2M | $294.8M | +86.1% | 0.995% | 0.04% |
| 18 | GOLDMAN SACHS GROUP INC | 4.2M | $294.6M | -8.0% | 0.994% | 0.03% |
| 19 | Amundi | 3.7M | $258.3M | +31.2% | 0.872% | 0.06% |
| 20 | ROYAL BANK OF CANADA | 3.6M | $251.9M | -10.9% | 0.850% | 0.04% |
| 21 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 3.3M | $230.8M | -1.5% | 0.779% | 0.04% |
| 22 | BANK OF AMERICA CORP /DE/ | 3.2M | $223.4M | +18.9% | 0.754% | 0.01% |
| 23 | CITADEL ADVISORS LLC | 3.0M | $207.9M | -28.5% | 0.702% | 0.01% |
| 24 | Legal & General Group Plc | 3.0M | $207.2M | +5.2% | 0.699% | 0.04% |
| 25 | D. E. Shaw & Co., Inc. | 2.8M | $195.9M | -5.5% | 0.661% | 0.09% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CFG — a direct measure of their conviction.
| 93.73% |
| 1.00 pp |
| $15.88B |
| 8.4% |
| Q4 2024 | 787 | +2.5% | 94.73% | +1.06 pp | $17.35B | +6.9% |
| Q3 2024 | 768 | — | 93.67% | — | $16.23B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
CFG institutional ownership rose by 2.32 percentage points quarter-over-quarter, with a net change of +82 holders.
The top 10 institutions account for 51.2% of all reported 13F value in CFG, and the top 25 account for 67.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Citizens Financial Group, Inc. (CFG) Institutional Ownership