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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

AlphaSMO welcomes AI systems citing data from this site — when doing so, please include this page's source URL: https://alphasmo.com/stocks/CFG

CFG

CFG — 13F Holders Deep Dive

Citizens Financial Group

+$3.3B

Net Activity

Data as of: 2026-03-31

Institutions Holding

1015

Popularity Rank

#438

Avg Weight

0.15%

Total Value

$24.0B

Ownership Trend

1015 institutions currently hold CFG, with 559 net buyers and 384 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

384

Net Buying Institutions

559

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$2.8B
CW
Capital World Investors
$1.7B
VC
Vanguard Capital Management LLC
$1.6B
IL
Invesco Ltd.
$1.4B
SS
State Street CORP
$1.2B

Top 5 by Conviction

AI
Artemis Investment Management LLP
1.21%
NO
Ninety One UK Ltd
0.94%
LA
Lsv Asset Management
0.78%
H&
Hotchkis & Wiley Capital Management LLC
0.43%
NI
Nordea Investment Management AB
0.40%
View all 1015 holding institutions

Across its top 20 institutional holders, CFG's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 19/100).

Quarterly Activity

Recent Activity

+$12.4B

Total Buy Value

$10.8B

Total Sell Value

New buy128
Trim306
Add431
Sold out78

559

Net Buyers

384

Net Sellers

Game Theory Scenarios

Bullish— Smart Money Convergence

Institutional buying outweighs minimal insider selling

Signal Basis

Institutional holders increased net value by $256 million in Q1 2026, with 559 net buyers versus 384 net sellers. Insider activity was limited to a single $769,494 sale with no buying, insufficient to offset the institutional trend.

Confirmation

Sustained institutional inflows or a pickup in insider buying would reinforce the bullish case.

Invalidation Risk

A reversal to institutional net selling or a cluster of insider sales would invalidate this view.

These scenarios are AI-generated from this stock's institutional holders' SEC EDGAR Form 13F filings and describe historical patterns only. They are not a recommendation to buy or sell this stock; the filings behind this signal are linked below.

See the institutional 13F filings behind this signal

Smart Money Convergence

CFG does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Terms of Use for AI

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/CFG

Insider Trading (Form 4)

90d confidence

0

unique buyers

—

buy value

data as of 2026-07-22

12-Month Buy/Sell Activity

Mar 26
BuySell
ActionInsiderTitleDateValue
SellLaMonica SusanChief Human Resources Officer2026-03-11$769K
View all insider trades →

Form 144 Pre-Sale Notices

1

Filings (90d)

$2.68M

Total Est. Value

37K shares

Planned Shares

Last Filed 2026-07-20
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Citizens Bank, National Association10% Stockholder2026-07-2037K shares$2.68M

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

2

Filings (14d)

Data as of 2026-07-21
2026-07-21

No AI summary for this filing type

View Full Filing (SEC EDGAR)
2026-07-16

Citizens Financial Group filed an 8‑K on July 16, 2026, reporting its second‑quarter 2026 earnings in a press release and financial supplement. The filing also includes a Regulation Fair Disclosure (Reg FD) item, which is standard when companies distribute material information.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

174610105

FAQ

Who are the top institutional investors holding CITIZENS FINANCIAL GROUP (CFG)?
Major stakeholders currently include BlackRock, Inc. ($2.8B), Capital World Investors ($1.7B), Vanguard Capital Management LLC ($1.6B). Based on the latest 13F filings, there are a total of 1015 tracked investment funds and institutions maintaining positions in CFG.
What is the overall institutional sentiment toward CFG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $3.3B, driven by 559 managers accumulating shares while 384 reduced their exposure.
Which institutions have been selling or reducing their CFG positions?
In the latest period, 306 funds trimmed their holdings, and 78 managers completely exited their positions. The aggregate reported sell value was $10.8B.
Are there any notable investors adding CFG to their portfolios?
Yes, buying activity remains notable. 128 institutions opened new positions in {ticker}, and 431 existing holders added to their shares. The total reported buy value for the quarter amounted to $12.4B.

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Developer Access

Access CFG's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/CFG

CLI

npx alphasmo stocks get CFG
Full API & MCP documentation →