Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

CITIZENS FINL GROUP INC · COM · quarter ended 2026-03-31 · 10 members disclosed CFG ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 751 holders are listed, largest first: 751
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $20.1B
holders whose share count rose or who opened the position (new + add), by shares: 431
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 79

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CFG ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$2.8B	46,700,087	+1,119,192	ADD
2	Capital World Investors	$1.7B	27,904,054	−8,982,654	TRIM
3	VANGUARD CAPITAL MANAGEMENT LLC	$1.6B	26,864,839	—	NO PRIOR
4	Invesco Ltd.	$1.4B	22,926,809	+192,653	ADD
5	STATE STREET CORP	$1.2B	20,262,332	−2,493,294	TRIM
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	19,925,763	—	NO PRIOR
7	MORGAN STANLEY	$762M	12,712,681	+1,494,706	ADD
8	AQR CAPITAL MANAGEMENT LLC	$434M	7,340,645	−381,914	TRIM
9	NORDEA INVESTMENT MANAGEMENT AB	$430M	7,323,185	+102,199	ADD
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$401M	6,679,483	−69,910	TRIM
11	DIMENSIONAL FUND ADVISORS LP	$283M	4,719,160	+28,602	ADD
12	NORTHERN TRUST CORP	$269M	4,486,554	+12,691	ADD
13	VICTORY CAPITAL MANAGEMENT INC	$246M	4,096,696	−634,896	TRIM
14	ROYAL BANK OF CANADA	$242M	4,034,949	−521,789	TRIM
15	CITADEL ADVISORS LLC	$233M	3,886,355	+1,830,623	ADD
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$201M	3,344,169	+427,697	ADD
17	D. E. Shaw & Co., Inc.	$177M	2,957,561	+1,764,433	ADD
18	Legal & General Group Plc	$169M	2,811,794	+8,153	ADD
19	Amundi	$169M	2,810,153	−703,235	TRIM
20	BANK OF AMERICA CORP /DE/	$161M	2,682,294	+126,499	ADD
21	WELLINGTON MANAGEMENT GROUP LLP	$156M	2,596,716	−237,593	TRIM
22	FMR LLC	$151M	2,512,064	+96,142	ADD
23	BALYASNY ASSET MANAGEMENT L.P.	$147M	2,458,997	+1,007,388	ADD
24	VANGUARD FIDUCIARY TRUST CO	$143M	2,376,430	—	NO PRIOR
25	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$138M	2,306,798	−4,368,435	TRIM
26	UBS Group AG	$135M	2,258,155	+4,766	ADD
27	Swedbank AB	$126M	2,107,414	+402,845	ADD
28	Capital International Investors	$124M	2,071,663	−5,929,087	TRIM
29	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$123M	2,050,406	−125,466	TRIM
30	Artemis Investment Management LLP	$114M	1,899,294	−548,756	TRIM
31	Point72 Asset Management, L.P.	$109M	1,813,936	−698,957	TRIM
32	ASSETMARK, INC	$107M	1,788,249	+111,135	ADD
33	DEUTSCHE BANK AG\	$107M	1,781,453	−193,982	TRIM
34	Qube Research & Technologies Ltd	$102M	1,694,180	+1,445,885	ADD
35	HSBC HOLDINGS PLC	$94.6M	1,579,301	−2,092,051	TRIM
36	RAYMOND JAMES FINANCIAL INC	$94.6M	1,581,109	+109,048	ADD
37	BARCLAYS PLC	$83.5M	1,392,949	+342,964	ADD
38	MILLENNIUM MANAGEMENT LLC	$78.7M	1,312,084	+1,090,842	ADD
39	Quantinno Capital Management LP	$78.6M	1,311,269	+292,591	ADD
40	Alyeska Investment Group, L.P.	$76.5M	1,276,076	−849,957	TRIM
41	Junto Capital Management LP	$75.9M	1,265,092	+597,369	ADD
42	WELLS FARGO & COMPANY/MN	$74.4M	1,241,050	−100,689	TRIM
43	BANK OF MONTREAL /CAN/	$69.9M	1,165,116	−160,113	TRIM
44	FIRST TRUST ADVISORS LP	$68.3M	1,138,819	−122,515	TRIM
45	JANE STREET GROUP, LLC	$63.3M	1,055,996	+1,001,036	ADD
46	Assenagon Asset Management S.A.	$61.1M	1,019,011	+352,845	ADD
47	CITIGROUP INC	$58.8M	981,097	+508,351	ADD
48	TODD ASSET MANAGEMENT LLC	$58.4M	974,278	−17,232	TRIM
49	BRUNI J V & CO /CO	$58.2M	971,020	−9,676	TRIM
50	Mitsubishi UFJ Asset Management Co., Ltd.	$56.9M	947,987	+45,425	ADD
51	Vanguard Global Advisers, LLC	$56.8M	947,914	—	NO PRIOR
52	ALGEBRIS (UK) LTD	$55.6M	928,970	+423,587	ADD
53	Nuveen, LLC	$55.4M	923,137	+43,159	ADD
54	Freestone Grove Partners LP	$54.8M	914,358	+207,383	ADD
55	National Pension Service	$54.7M	912,092	+912,092	NEW
56	VANGUARD ASSET MANAGEMENT, Ltd	$52.7M	878,519	—	NO PRIOR
57	Engineers Gate Manager LP	$51.7M	862,098	+500,731	ADD
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$49.6M	827,813	+25,504	ADD
59	Korea Investment CORP	$49.0M	817,311	+161,704	ADD
60	FRANKLIN RESOURCES INC	$47.8M	796,299	+195,879	ADD
61	Longaeva Partners L.P.	$47.1M	785,893	+412,286	ADD
62	ENVESTNET ASSET MANAGEMENT INC	$45.5M	759,359	+128,547	ADD
63	ZACKS INVESTMENT MANAGEMENT	$45.1M	752,253	+150,415	ADD
64	Bridgewater Associates, LP	$42.8M	713,638	−140,265	TRIM
65	BNP Paribas Asset Management Holding S.A.	$41.3M	689,381	+165,289	ADD
66	Vinva Investment Management Ltd	$40.2M	700,143	−32,148	TRIM
67	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$39.9M	664,705	+169,726	ADD
68	TEACHER RETIREMENT SYSTEM OF TEXAS	$36.6M	609,786	+595,499	ADD
69	ALLIANCEBERNSTEIN L.P.	$34.9M	596,895	+47,861	ADD
70	Man Group plc	$34.7M	579,151	+43,773	ADD
71	Ensign Peak Advisors, Inc	$34.5M	575,263	+479,086	ADD
72	LPL Financial LLC	$32.8M	546,926	+8,661	ADD
73	PRUDENTIAL FINANCIAL INC	$32.8M	546,695	+330,236	ADD
74	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$32.2M	536,209	−25,784	TRIM
75	HoldCo Asset Management, LP	$31.3M	522,526	−659,333	TRIM
76	Allspring Global Investments Holdings, LLC	$31.1M	513,090	+8,495	ADD
77	AE Wealth Management LLC	$30.7M	511,610	+99,124	ADD
78	IEQ CAPITAL, LLC	$30.4M	506,748	+13,140	ADD
79	PRINCIPAL FINANCIAL GROUP INC	$29.6M	493,588	−3,540	TRIM
80	FEDERATED HERMES, INC.	$28.9M	482,504	−34,713	TRIM
81	Klingman & Associates, LLC	$27.4M	456,878	+29,861	ADD
82	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$26.3M	438,411	+13,163	ADD
83	TWO SIGMA INVESTMENTS, LP	$26.3M	438,015	+404,390	ADD
84	SCHRODER INVESTMENT MANAGEMENT GROUP	$25.5M	443,398	−211,089	TRIM
85	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$24.4M	407,047	−7,942	TRIM
86	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$24.3M	405,639	+405,639	NEW
87	Creative Planning	$24.2M	404,143	+74,727	ADD
88	Mariner, LLC	$23.5M	391,348	+87,657	ADD
89	Cerity Partners LLC	$22.9M	382,525	+39,832	ADD
90	Zurcher Kantonalbank (Zurich Cantonalbank)	$22.9M	381,326	+381,326	NEW
91	Prana Capital Management, LP	$22.6M	376,516	−587,691	TRIM
92	AVIVA PLC	$22.4M	373,959	+10,148	ADD
93	Stieven Capital Advisors, L.P.	$22.4M	373,880	−1,300	TRIM
94	FRONTIER CAPITAL MANAGEMENT CO LLC	$22.4M	373,384	−17,161	TRIM
95	Capital International, Inc./CA/	$21.9M	365,869	−288,702	TRIM
96	Ceredex Value Advisors LLC	$21.4M	357,200	−48,100	TRIM
97	Hudson Bay Capital Management LP	$21.3M	355,364	+50,875	ADD
98	SEI INVESTMENTS CO	$20.9M	349,068	+21,987	ADD
99	Universal- Beteiligungs- und Servicegesellschaft mbH	$20.0M	333,979	−42,417	TRIM
100	Aberdeen Group plc	$19.8M	329,951	+10,239	ADD
101	Eurizon Capital SGR S.p.A.	$19.3M	321,797	+22,420	ADD
102	STIFEL FINANCIAL CORP	$18.9M	315,789	+12,621	ADD
103	CITIZENS FINANCIAL GROUP INC/RI	$18.9M	315,426	−23,948	TRIM
104	Zurich Insurance Group Ltd/FI	$18.0M	300,705	−397,372	TRIM
105	OLD NATIONAL BANCORP /IN/	$18.0M	299,733	+134,577	ADD
106	SOROS FUND MANAGEMENT LLC	$17.9M	298,507	0	NO CHANGE
107	STATE OF WISCONSIN INVESTMENT BOARD	$16.8M	280,128	−40,523	TRIM
108	JUPITER ASSET MANAGEMENT LTD	$16.1M	268,748	−1,736	TRIM
109	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$15.9M	265,671	0	NO CHANGE
110	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$15.6M	260,701	−3,661	TRIM
111	TORONTO DOMINION BANK	$15.1M	251,330	−66,984	TRIM
112	Ategra Capital Management, LLC	$14.9M	248,665	+8,658	ADD
113	Corient Private Wealth LLC	$14.8M	249,156	−37,297	TRIM
114	Pictet Asset Management Holding SA	$14.4M	239,343	−33,273	TRIM
115	Taikang Asset Management (Hong Kong) Co Ltd	$14.3M	238,340	+133,599	ADD
116	CWM, LLC	$13.5M	225,549	+38,072	ADD
117	Soapstone Management L.P.	$13.5M	225,000	0	NO CHANGE
118	Baird Financial Group, Inc.	$13.4M	223,355	+223,355	NEW
119	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$13.1M	218,936	+139,884	ADD
120	Vanguard Investments Australia, Ltd.	$12.9M	214,804	—	NO PRIOR
121	Chevy Chase Trust Holdings, LLC	$12.6M	209,366	−8,440	TRIM
122	Focus Partners Wealth	$12.1M	201,494	+17,810	ADD
123	AustralianSuper Pty Ltd	$11.7M	194,770	−32,993	TRIM
124	Wealthfront Advisers LLC	$11.6M	192,794	−1,979	TRIM
125	NATIONAL BANK OF CANADA /FI/	$11.5M	191,982	+43,485	ADD
126	Tredje AP-fonden	$11.4M	190,779	+143,788	ADD
127	AMERICAN CENTURY COMPANIES INC	$11.1M	185,497	−5,720	TRIM
128	APG Asset Management N.V.	$11.1M	213,664	−124,937	TRIM
129	Asset Management One Co., Ltd.	$10.9M	182,589	+6,489	ADD
130	Rafferty Asset Management, LLC	$10.9M	181,459	−98,081	TRIM
131	Mitsubishi UFJ Trust & Banking Corp	$10.7M	178,565	−18,459	TRIM
132	CIBC WORLD MARKET INC.	$10.5M	174,617	+100,765	ADD
133	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$10.4M	181,099	−45,106	TRIM
134	ROYAL LONDON ASSET MANAGEMENT LTD	$10.0M	167,155	+1,240	ADD
135	Cambria Investment Management, L.P.	$10.0M	166,336	+6,650	ADD
136	Channing Capital Management, LLC	$9.8M	164,081	−11,288	TRIM
137	ExodusPoint Capital Management, LP	$9.6M	160,341	−269,336	TRIM
138	Cetera Investment Advisers	$9.5M	159,144	−5,380	TRIM
139	MACQUARIE GROUP LTD	$9.5M	157,841	−21,499	TRIM
140	NOMURA ASSET MANAGEMENT CO LTD	$9.4M	157,331	−1,823	TRIM
141	TD ASSET MANAGEMENT INC	$9.3M	155,544	−3,642	TRIM
142	Goelzer Investment Management, Inc.	$9.2M	153,963	−491	TRIM
143	MERCER GLOBAL ADVISORS INC /ADV	$9.2M	153,472	−3,049	TRIM
144	DRW Securities, LLC	$8.5M	141,970	−12,961	TRIM
145	Pathstone Holdings, LLC	$8.4M	140,873	−3,748	TRIM
146	Graham Capital Management, L.P.	$8.4M	140,716	+102,309	ADD
147	NFJ INVESTMENT GROUP, LLC	$8.4M	140,696	−31,585	TRIM
148	Andra AP-fonden	$8.3M	138,600	+29,300	ADD
149	TRUIST FINANCIAL CORP	$8.3M	137,574	+5,463	ADD
150	Resona Asset Management Co.,Ltd.	$8.2M	137,188	+3,927	ADD
151	MACKENZIE FINANCIAL CORP	$7.8M	130,210	+11,390	ADD
152	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.7M	128,884	+59,800	ADD
153	Tidal Investments LLC	$7.6M	129,378	+71,274	ADD
154	FJ Capital Management LLC	$7.6M	125,939	+125,939	NEW
155	FLPUTNAM INVESTMENT MANAGEMENT CO	$7.5M	125,380	+125,380	NEW
156	FIRST NATIONAL TRUST CO	$7.5M	124,487	+124,487	NEW
157	Fisher Asset Management, LLC	$7.4M	123,724	−4,700	TRIM
158	Robeco Institutional Asset Management B.V.	$7.4M	122,925	+99,540	ADD
159	STATE OF MICHIGAN RETIREMENT SYSTEM	$7.3M	121,973	−1,500	TRIM
160	ZWJ INVESTMENT COUNSEL INC	$7.3M	121,487	+10,066	ADD
161	PUBLIC SECTOR PENSION INVESTMENT BOARD	$7.2M	120,868	+11,455	ADD
162	LBP AM SA	$7.1M	118,809	+118,809	NEW
163	Swiss Life Asset Management Ltd	$7.1M	117,734	+19,717	ADD
164	Arizona State Retirement System	$7.0M	116,738	−1,653	TRIM
165	Czech National Bank	$6.9M	115,743	+2,494	ADD
166	VOYA INVESTMENT MANAGEMENT LLC	$6.9M	115,265	+30,266	ADD
167	NewEdge Advisors, LLC	$6.7M	112,088	+112,088	NEW
168	State of New Jersey Common Pension Fund D	$6.5M	108,893	+19,774	ADD
169	MALTESE CAPITAL MANAGEMENT LLC	$6.5M	107,779	+12,779	ADD
170	CIBC Bancorp USA Inc.	$6.3M	105,636	—	NO PRIOR
171	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$6.3M	105,183	−193,873	TRIM
172	RED CEDAR INVESTMENT MANAGEMENT, LLC	$6.3M	104,511	−672	TRIM
173	GUGGENHEIM CAPITAL LLC	$6.2M	103,671	−2,905	TRIM
174	CIBC Asset Management Inc	$6.2M	102,839	+744	ADD
175	IFM Investors Pty Ltd	$6.1M	101,893	+2,804	ADD
176	Asio Capital, LLC	$6.1M	101,876	−9,161	TRIM
177	ProShare Advisors LLC	$6.0M	100,169	−5,191	TRIM
178	Harvest Portfolios Group Inc.	$6.0M	100,100	−8,373	TRIM
179	Shellback Capital, LP	$6.0M	100,000	+100,000	NEW
180	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.9M	98,997	−904	TRIM
181	FIFTH THIRD BANCORP	$5.9M	97,613	+67,578	ADD
182	HighTower Advisors, LLC	$5.7M	94,662	+36,014	ADD
183	MILFORD FUNDS LTD	$5.6M	93,000	+93,000	NEW
184	Retirement Systems of Alabama	$5.4M	90,250	−1,115	TRIM
185	XTX Topco Ltd	$5.4M	89,370	+72,084	ADD
186	BTC Capital Management, Inc.	$5.3M	88,816	+3,377	ADD
187	SEB Asset Management AB	$5.2M	86,682	—	NO PRIOR
188	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$5.1M	85,213	−1,393	TRIM
189	Mirae Asset Global Investments Co., Ltd.	$5.0M	83,560	+12,730	ADD
190	Woodline Partners LP	$5.0M	83,417	+10,104	ADD
191	Ascent Group, LLC	$5.0M	82,563	−8,576	TRIM
192	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$4.9M	82,212	+37,488	ADD
193	Vanguard Personalized Indexing Management, LLC	$4.9M	81,807	+7,708	ADD
194	HORAN Wealth, LLC	$4.9M	81,155	+720	ADD
195	Stanley-Laman Group, Ltd.	$4.7M	78,935	+5,621	ADD
196	NEOS Investment Management LLC	$4.6M	76,054	+2,711	ADD
197	BRANDES INVESTMENT PARTNERS, LP	$4.6M	76,001	+8,000	ADD
198	Federation des caisses Desjardins du Quebec	$4.4M	74,038	+10,715	ADD
199	Elizabeth Park Capital Advisors, Ltd.	$4.4M	73,130	−5,200	TRIM
200	Daiwa Securities Group Inc.	$4.4M	72,806	+3,136	ADD
201	Trexquant Investment LP	$4.3M	72,481	−191,726	TRIM
202	XPONANCE LLC	$4.3M	72,110	+10,041	ADD
203	VISTA INVESTMENT PARTNERS LLC	$4.3M	71,237	+2,658	ADD
204	Utah Retirement Systems	$4.2M	69,758	−2,163	TRIM
205	COMMONWEALTH EQUITY SERVICES, LLC	$4.1M	69,038	−16,940	TRIM
206	Capital Investment Counsel, LLC	$4.1M	68,270	+2,926	ADD
207	Crossmark Global Holdings, Inc.	$4.1M	68,179	—	NO PRIOR
208	Bellwether Advisors, LLC	$4.0M	66,846	+66,846	NEW
209	Merit Financial Group, LLC	$3.9M	65,392	+18,870	ADD
210	ABN AMRO INVESTMENT SOLUTIONS	$3.9M	64,894	+42,148	ADD
211	MML INVESTORS SERVICES, LLC	$3.8M	63,616	−11,671	TRIM
212	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.8M	63,518	+932	ADD
213	Triasima Portfolio Management inc.	$3.7M	62,399	+62,399	NEW
214	Factorial Partners, LLC	$3.7M	62,000	−4,000	TRIM
215	Rakuten Investment Management, Inc.	$3.6M	63,297	+6,719	ADD
216	MV CAPITAL MANAGEMENT, INC.	$3.6M	59,910	−1,131	TRIM
217	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.6M	59,197	−17,219	TRIM
218	Sumitomo Mitsui DS Asset Management Company, Ltd	$3.5M	58,954	+1,292	ADD
219	BANK OF NOVA SCOTIA	$3.5M	57,904	−2,378	TRIM
220	Private Advisor Group, LLC	$3.5M	57,866	+311	ADD
221	Petiole USA ltd	$3.4M	57,054	−4,700	TRIM
222	OSAIC HOLDINGS, INC.	$3.4M	56,987	−1,938	TRIM
223	Summit Trail Advisors, LLC	$3.4M	56,154	+11,350	ADD
224	COOKSON PEIRCE & CO INC	$3.4M	56,135	+4,542	ADD
225	NISSAY ASSET MANAGEMENT CORP /JAPAN	$3.4M	56,019	+540	ADD
226	Sanctuary Advisors, LLC	$3.3M	55,768	+6,168	ADD
227	Janus Henderson Group Ltd.	$3.3M	55,313	−2,567	TRIM
228	Rockefeller Capital Management L.P.	$3.3M	55,079	−9,244	TRIM
229	Dynamic Advisor Solutions LLC	$3.2M	54,100	+12,812	ADD
230	USS Investment Management Ltd	$3.2M	54,006	+2,848	ADD
231	Verition Fund Management LLC	$3.2M	52,669	−17,287	TRIM
232	BRIDGEWAY CAPITAL MANAGEMENT, LLC	$3.1M	52,350	0	NO CHANGE
233	Y-Intercept (Hong Kong) Ltd	$3.1M	51,913	+51,913	NEW
234	Aster Capital Management (DIFC) Ltd	$3.1M	75,274	+75,274	NEW
235	INTECH INVESTMENT MANAGEMENT LLC	$3.0M	50,799	+37,900	ADD
236	Sequoia Financial Advisors, LLC	$3.0M	49,442	+4,884	ADD
237	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.9M	48,708	+48,708	NEW
238	B. Metzler seel. Sohn & Co. AG	$2.9M	47,674	+558	ADD
239	BTG Pactual Asset Management US LLC	$2.8M	47,145	+17,187	ADD
240	INTRUST BANK NA	$2.8M	47,117	+3,901	ADD
241	Candriam S.C.A.	$2.8M	46,597	−5,720	TRIM
242	Allianz Asset Management GmbH	$2.8M	46,095	−89,077	TRIM
243	Financiere des Professionnels - Fonds d'investissement inc.	$2.8M	46,045	−43	TRIM
244	Brevan Howard Capital Management LP	$2.8M	45,908	−98,046	TRIM
245	VISTA INVESTMENT PARTNERS II, LLC	$2.7M	45,840	+1,502	ADD
246	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.7M	45,206	−913	TRIM
247	OP Asset Management Ltd	$2.7M	44,853	—	NO PRIOR
248	EVERGREEN CAPITAL MANAGEMENT LLC	$2.7M	44,326	+534	ADD
249	FIRST MANHATTAN CO. LLC.	$2.7M	44,272	−1,932	TRIM
250	Venture Visionary Partners LLC	$2.6M	44,027	+1,473	ADD
251	StoneX Group Inc.	$2.5M	41,651	−7,075	TRIM
252	Orion Porfolio Solutions, LLC	$2.5M	41,468	−14,941	TRIM
253	KEYBANK NATIONAL ASSOCIATION/OH	$2.5M	41,314	−1,317	TRIM
254	PRIVATE MANAGEMENT GROUP INC	$2.4M	40,565	0	NO CHANGE
255	HB Wealth Management, LLC	$2.3M	37,947	+8,030	ADD
256	OMERS ADMINISTRATION Corp	$2.3M	37,578	+21,014	ADD
257	Arvest Bank Trust Division	$2.2M	37,314	+467	ADD
258	CREDIT AGRICOLE S A	$2.2M	35,990	−25,080	TRIM
259	Lee Financial Co	$2.1M	35,602	−157	TRIM
260	&PARTNERS	$2.1M	35,567	+4,488	ADD
261	Avanza Fonder AB	$2.1M	35,231	0	NO CHANGE
262	Vident Advisory, LLC	$2.1M	34,829	+19,116	ADD
263	Empowered Funds, LLC	$2.1M	34,775	+34,775	NEW
264	ALTFEST L J & CO INC	$2.1M	34,224	−880	TRIM
265	Trust Investment Advisors	$2.0M	34,066	−4,458	TRIM
266	QRG CAPITAL MANAGEMENT, INC.	$2.0M	33,993	+3,366	ADD
267	Osmosis Investment Management UK Ltd	$2.0M	33,815	+20,576	ADD
268	TD Waterhouse Canada Inc.	$2.0M	32,886	+32,885	ADD
269	DAVENPORT & Co LLC	$2.0M	32,823	−625	TRIM
270	Parallax Volatility Advisers, L.P.	$2.0M	30,092	−29,290	TRIM
271	Sterling Investment Counsel, LLC	$1.9M	32,304	+379	ADD
272	Diversified Trust Co	$1.9M	31,293	+20,158	ADD
273	Investment Management Corp of Ontario	$1.8M	30,734	+1,600	ADD
274	FIDUCIARY TRUST CO	$1.8M	30,515	−3,756	TRIM
275	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1.8M	30,158	+3,565	ADD
276	Jefferies Financial Group Inc.	$1.8M	29,741	+25,282	ADD
277	Apollon Wealth Management, LLC	$1.7M	29,124	+3,171	ADD
278	Chicago Partners Investment Group LLC	$1.7M	26,574	+6,165	ADD
279	Caprock Group, LLC	$1.7M	28,795	+2,301	ADD
280	Prosperity Consulting Group, LLC	$1.7M	28,764	+1,411	ADD
281	Donoghue Forlines LLC	$1.7M	28,479	+3,028	ADD
282	Atria Investments, Inc	$1.7M	28,327	−2,971	TRIM
283	Ameritas Advisory Services, LLC	$1.7M	28,008	−3,465	TRIM
284	US BANCORP \DE\	$1.7M	27,802	−4,203	TRIM
285	Focus Partners Advisor Solutions, LLC	$1.7M	27,793	+1,169	ADD
286	Vontobel Holding Ltd.	$1.7M	27,554	+22,671	ADD
287	Generali Asset Management SPA SGR	$1.6M	27,360	+27,360	NEW
288	ASR Vermogensbeheer N.V.	$1.6M	27,270	+2,094	ADD
289	SALZHAUER MICHAEL	$1.6M	121,391	+100,000	ADD
290	Bastion Asset Management Inc.	$1.6M	27,213	+27,213	NEW
291	Krilogy Financial LLC	$1.6M	25,014	−317	TRIM
292	TOUNJIAN ADVISORY PARTNERS, LLC	$1.6M	26,596	+3,478	ADD
293	Integrated Quantitative Investments LLC	$1.6M	26,463	+21,863	ADD
294	EFG International AG	$1.6M	26,149	+173	ADD
295	Norinchukin Bank, The	$1.6M	26,059	−89	TRIM
296	Portfolio Design Labs, LLC	$1.6M	26,050	−6,361	TRIM
297	Meeder Advisory Services, Inc.	$1.5M	25,779	−424	TRIM
298	MIZUHO SECURITIES USA LLC	$1.5M	25,692	−5,580	TRIM
299	Royal Palms Capital LLC	$1.5M	25,615	+8,005	ADD
300	ARVEST INVESTMENTS, INC.	$1.5M	25,526	−589	TRIM
301	AlTi Global, Inc.	$1.5M	25,494	+71	ADD
302	Callan Family Office, LLC	$1.5M	25,299	−1,079	TRIM
303	Lombard Odier Asset Management (Switzerland) SA	$1.5M	25,100	+6,100	ADD
304	GRIMES & Co WEALTH MANAGEMENT, LLC	$1.5M	24,988	+24,988	NEW
305	Fideuram Asset Management (Ireland) dac	$1.5M	23,969	+22,846	ADD
306	Trivium Point Advisory, LLC	$1.5M	24,383	−2,547	TRIM
307	PINNACLE ASSOCIATES LTD	$1.4M	24,126	+80	ADD
308	BROWN, LISLE/CUMMINGS, INC.	$1.4M	23,925	−2,138	TRIM
309	Steward Partners Investment Advisory, LLC	$1.4M	23,728	+3,927	ADD
310	Highview Capital Management LLC/DE/	$1.4M	23,576	+1,119	ADD
311	Magnetar Financial LLC	$1.4M	24,564	+24,564	NEW
312	Bull Harbor Capital LLC	$1.4M	23,486	—	NO PRIOR
313	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.4M	23,300	+23,300	NEW
314	Covenant Asset Management, LLC	$1.4M	23,277	−426	TRIM
315	New England Research & Management, Inc.	$1.4M	22,517	−670	TRIM
316	MAVERICK CAPITAL LTD	$1.3M	22,222	+22,222	NEW
317	Tower Research Capital LLC (TRC)	$1.3M	21,809	+15,236	ADD
318	Everhart Financial Group, Inc.	$1.3M	21,792	+4,463	ADD
319	Maryland State Retirement & Pension System	$1.3M	21,678	0	NO CHANGE
320	Minerva Advisors LLC	$1.3M	21,485	0	NO CHANGE
321	Phoenix Financial Ltd.	$1.3M	21,356	+21,356	NEW
322	Strategic Advisors LLC	$1.3M	21,270	0	NO CHANGE
323	Qsemble Capital Management, LP	$1.3M	21,244	+21,244	NEW
324	COLDSTREAM CAPITAL MANAGEMENT INC	$1.3M	21,174	+2,900	ADD
325	Curi Capital, LLC	$1.3M	21,167	−27	TRIM
326	OPPENHEIMER & CO INC	$1.2M	20,794	−30	TRIM
327	Bleakley Financial Group, LLC	$1.2M	20,721	+2,786	ADD
328	Aaron Wealth Advisors LLC	$1.2M	20,711	−174	TRIM
329	M&T BANK CORP	$1.2M	20,659	+729	ADD
330	Belpointe Asset Management LLC	$1.2M	20,014	+7,815	ADD
331	ROMANO BROTHERS AND COMPANY	$1.2M	19,867	−500	TRIM
332	Fort Sheridan Advisors LLC	$1.2M	19,646	0	NO CHANGE
333	ING GROEP NV	$1.2M	19,536	−523	TRIM
334	TOKIO MARINE ASSET MANAGEMENT CO LTD	$1.2M	19,515	+1,965	ADD
335	SeaCrest Wealth Management, LLC	$1.2M	19,283	+119	ADD
336	PVG ASSET MANAGEMENT CORP	$1.1M	17,245	—	NO PRIOR
337	FOX RUN MANAGEMENT, L.L.C.	$1.1M	19,802	+12,860	ADD
338	Vise Technologies, Inc.	$1.1M	19,415	0	NO CHANGE
339	EVOLVE PRIVATE WEALTH, LLC	$1.1M	18,769	+1,329	ADD
340	Pallas Capital Advisors LLC	$1.1M	18,704	−1,758	TRIM
341	BENJAMIN EDWARDS INC	$1.1M	18,316	+718	ADD
342	Metis Global Partners, LLC	$1.1M	18,215	+4,432	ADD
343	QUADRANT CAPITAL GROUP LLC	$1.1M	18,062	+129	ADD
344	Elevated Capital Advisors, LLC	$1.1M	17,752	+969	ADD
345	Savant Capital, LLC	$1.1M	17,712	+3,657	ADD
346	MUFG Securities EMEA plc	$1.0M	17,423	−91,784	TRIM
347	WealthTrust Asset Management, LLC	$1.0M	17,131	+512	ADD
348	CSS LLC/IL	$1.0M	17,080	−2,470	TRIM
349	Pekin Hardy Strauss, Inc.	$1.0M	17,046	−4,524	TRIM
350	Weiss Asset Management LP	$1.0M	16,860	+16,860	NEW
351	CANADA PENSION PLAN INVESTMENT BOARD	$990K	16,500	+16,500	NEW
352	Wedmont Private Capital	$968K	15,185	+1,722	ADD
353	KESTRA PRIVATE WEALTH SERVICES, LLC	$968K	16,142	+6,102	ADD
354	STOREBRAND ASSET MANAGEMENT AS	$961K	16,033	—	NO PRIOR
355	PAR CAPITAL MANAGEMENT INC	$960K	16,000	+16,000	NEW
356	Centennial Wealth Advisory LLC	$953K	15,895	+3,409	ADD
357	Empirical Finance, LLC	$953K	15,891	−53	TRIM
358	INDEPENDENT FINANCIAL GROUP, LLC	$937K	15,620	—	NO PRIOR
359	Arax Advisory Partners	$934K	15,577	+34	ADD
360	BLAIR WILLIAM & CO/IL	$919K	15,330	−886	TRIM
361	GREENWOOD CAPITAL ASSOCIATES LLC	$918K	15,306	−9,798	TRIM
362	Bluesphere Advisors LLC	$910K	15,180	0	NO CHANGE
363	Kestra Advisory Services, LLC	$907K	15,118	+998	ADD
364	Simplicity Wealth,LLC	$906K	15,102	+49	ADD
365	BROWN ADVISORY INC	$901K	15,022	+112	ADD
366	Gotham Asset Management, LLC	$898K	14,982	+694	ADD
367	Allworth Financial LP	$897K	14,966	−233	TRIM
368	CHOREO, LLC	$887K	14,799	+61	ADD
369	MAI Capital Management	$884K	14,736	+5,739	ADD
370	World Investment Advisors	$877K	14,625	−713	TRIM
371	D.A. DAVIDSON & CO.	$868K	14,481	−10	TRIM
372	Waverly Advisors, LLC	$865K	14,421	+5,098	ADD
373	Lido Advisors, LLC	$863K	14,388	−271	TRIM
374	Carl P. Sherr & Co., LLC	$861K	14,357	−1	TRIM
375	44 WEALTH MANAGEMENT LLC	$860K	14,338	+7,278	ADD
376	GREENLEAF TRUST	$855K	14,253	+258	ADD
377	SILVER OAK SECURITIES, INCORPORATED	$847K	14,125	+1,373	ADD
378	Center For Asset Management LLC	$820K	13,667	+622	ADD
379	AFFINITY INVESTMENT ADVISORS, LLC	$818K	13,632	+2,173	ADD
380	Banque Cantonale Vaudoise	$816K	13,597	+1,944	ADD
381	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$815K	13,598	−124	TRIM
382	GROUPAMA ASSET MANAGMENT	$810K	13,505	−17,780	TRIM
383	Csenge Advisory Group	$807K	13,449	−739	TRIM
384	1834 INVESTMENT ADVISORS CO	$790K	13,178	+1,417	ADD
385	Clear Harbor Asset Management, LLC	$785K	13,082	−6,612	TRIM
386	Legacy Capital Group California, Inc.	$776K	12,944	−1,456	TRIM
387	Kera Capital Partners, Inc.	$759K	12,656	+284	ADD
388	North Dakota State Investment Board	$744K	12,407	−2,514	TRIM
389	Savvy Advisors, Inc.	$722K	12,039	+446	ADD
390	Rothschild Wealth LLC	$716K	11,944	+2,036	ADD
391	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$713K	11,896	+5,296	ADD
392	Laird Norton Wetherby Trust Company, LLC	$699K	11,653	−352	TRIM
393	Frec Markets, Inc.	$698K	11,638	+5,978	ADD
394	COMMERCE BANK	$697K	11,619	+562	ADD
395	Fortis Capital Advisors, LLC	$692K	11,535	−664	TRIM
396	SECURIAN ASSET MANAGEMENT, INC	$691K	11,529	−149	TRIM
397	Baker Avenue Asset Management, LP	$688K	11,477	+2,607	ADD
398	Inscription Capital, LLC	$682K	11,371	+469	ADD
399	NorthCrest Asset Manangement, LLC	$681K	11,167	−418	TRIM
400	JACKSON SQUARE CAPITAL, LLC	$679K	11,330	+11,330	NEW
401	Squarepoint Ops LLC	$677K	11,297	−149	TRIM
402	Sagewood Asset Management LP	$663K	11,057	+1,841	ADD
403	One Wealth Advisors, LLC	$657K	10,960	+3,026	ADD
404	Sivia Capital Partners, LLC	$653K	10,893	−6,405	TRIM
405	Compass Wealth Management LLC	$642K	10,700	−50	TRIM
406	EVOKE WEALTH, LLC	$637K	10,629	+700	ADD
407	Aptus Capital Advisors, LLC	$631K	10,527	−162	TRIM
408	MIRABELLA FINANCIAL SERVICES LLP	$628K	10,479	+10,479	NEW
409	NEW WAVE WEALTH ADVISORS LLC	$627K	10,457	+846	ADD
410	Perbak Capital Partners LLP	$626K	10,437	+10,437	NEW
411	MEEDER ASSET MANAGEMENT INC	$626K	10,431	+2,659	ADD
412	Gateway Wealth Partners, LLC	$625K	10,428	+10,428	NEW
413	Wealthspire Advisors, LLC	$621K	10,361	−4,702	TRIM
414	Meiji Yasuda Asset Management Co Ltd.	$618K	10,310	+1,132	ADD
415	GTS SECURITIES LLC	$617K	10,282	+4,874	ADD
416	United Asset Strategies, Inc.	$607K	10,123	+10,123	NEW
417	CWA Asset Management Group, LLC	$603K	10,053	+10,053	NEW
418	Accurate Wealth Management, LLC	$588K	9,166	+1,374	ADD
419	Caerus Investment Advisors, LLC	$586K	9,772	+256	ADD
420	RITHOLTZ WEALTH MANAGEMENT	$584K	9,736	+2,382	ADD
421	PRINCIPAL SECURITIES, INC.	$584K	9,732	−538	TRIM
422	Concurrent Investment Advisors, LLC	$568K	9,464	−132	TRIM
423	OXFORD ASSET MANAGEMENT LLP	$562K	9,375	+9,375	NEW
424	MARK SHEPTOFF FINANCIAL PLANNING, LLC	$560K	8,700	0	NO CHANGE
425	Dai-ichi Life Insurance Company, Ltd	$560K	9,330	−8,088	TRIM
426	LECAP ASSET MANAGEMENT LTD	$555K	9,257	−12,084	TRIM
427	Mystic Asset Management, Inc.	$553K	9,216	+414	ADD
428	WADDELL & ASSOCIATES, LLC	$552K	9,202	+1,386	ADD
429	Resonant Capital Advisors, LLC	$552K	9,199	+9,199	NEW
430	Smartleaf Asset Management LLC	$550K	9,572	+1,209	ADD
431	Ballentine Partners, LLC	$546K	9,101	+79	ADD
432	Envestnet Portfolio Solutions, Inc.	$546K	9,097	−4,078	TRIM
433	Cresset Asset Management, LLC	$542K	9,045	−4,627	TRIM
434	Harbour Capital Advisors, LLC	$541K	8,300	+8,300	NEW
435	VestGen Advisors, LLC	$536K	8,656	+4,594	ADD
436	Wilmington Savings Fund Society, FSB	$536K	8,932	+8,932	NEW
437	FORA Capital, LLC	$516K	8,604	−42,477	TRIM
438	SAGESPRING WEALTH PARTNERS, LLC	$506K	8,444	+1,068	ADD
439	TOTH FINANCIAL ADVISORY CORP	$497K	8,280	+8,280	NEW
440	Advisors Capital Management, LLC	$487K	8,120	−188	TRIM
441	FORTEM FINANCIAL GROUP, LLC	$486K	8,104	+993	ADD
442	Equitable Holdings, Inc.	$484K	8,278	+1,316	ADD
443	Diversified Enterprises, LLC	$482K	8,033	+128	ADD
444	Polymer Capital Management (US) LLC	$482K	8,031	+1,404	ADD
445	Clearstead Advisors, LLC	$476K	7,931	−1,377	TRIM
446	International Private Wealth Advisors LLC	$475K	7,925	+1,384	ADD
447	JACKSON THORNTON WEALTH MANAGEMENT, LLC	$472K	7,352	+358	ADD
448	Summit Financial, LLC	$469K	7,822	+103	ADD
449	SHEETS SMITH WEALTH MANAGEMENT	$468K	7,796	+55	ADD
450	Gladstone Institutional Advisory LLC	$466K	7,769	−968	TRIM
451	TEMA ETFS LLC	$462K	7,700	+35	ADD
452	SUMMITRY LLC	$462K	7,697	+1,661	ADD
453	TWO SIGMA SECURITIES, LLC	$460K	7,669	+7,669	NEW
454	J. Safra Sarasin Holding AG	$459K	7,660	+320	ADD
455	FULLER & THALER ASSET MANAGEMENT, INC.	$456K	7,599	+7,599	NEW
456	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$453K	7,547	0	NO CHANGE
457	Perigon Wealth Management, LLC	$451K	7,525	−197	TRIM
458	ATALANTA SOSNOFF CAPITAL, LLC	$444K	7,405	+876	ADD
459	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$443K	7,383	+7,383	NEW
460	Fund Advisors of America Inc/FL	$439K	7,313	+17	ADD
461	Compound Planning, Inc.	$433K	7,222	+1,072	ADD
462	Grantham, Mayo, Van Otterloo & Co. LLC	$430K	7,170	−1,636	TRIM
463	MATHER GROUP, LLC.	$427K	7,116	−138	TRIM
464	GATEWAY INVESTMENT ADVISERS LLC	$424K	7,073	+7,073	NEW
465	Sandro Wealth Management LLC	$420K	7,004	+525	ADD
466	Continuum Advisory, LLC	$417K	6,949	+6,949	NEW
467	PICTON MAHONEY ASSET MANAGEMENT	$415K	6,913	+652	ADD
468	WOODWARD DIVERSIFIED CAPITAL, LLC	$412K	6,393	+792	ADD
469	Walleye Trading LLC	$410K	6,836	+6,836	NEW
470	Brookstone Capital Management	$403K	6,716	−105	TRIM
471	Severin Investments, LLC	$401K	6,681	+6,681	NEW
472	Gilbert & Cook, Inc.	$400K	6,663	+104	ADD
473	SIGNATUREFD, LLC	$398K	6,636	+705	ADD
474	SYM FINANCIAL Corp	$397K	6,618	0	NO CHANGE
475	FIDELIS CAPITAL PARTNERS, LLC	$395K	6,579	+313	ADD
476	HUB Investment Partners, LLC	$394K	6,568	+996	ADD
477	Gallagher Fiduciary Advisors, LLC	$387K	6,448	−2,287	TRIM
478	Pinion Investment Advisors, LLC	$385K	6,419	+48	ADD
479	EP Wealth Advisors, LLC	$384K	6,409	+809	ADD
480	Essex Financial Services, Inc.	$383K	6,393	+58	ADD
481	Virtus Wealth Solutions LLC	$379K	6,318	+6,318	NEW
482	PARSONS CAPITAL MANAGEMENT INC/RI	$376K	6,271	+6,271	NEW
483	Sowell Financial Services LLC	$375K	6,248	+780	ADD
484	Siemens Fonds Invest GmbH	$374K	6,234	+302	ADD
485	HBK Sorce Advisory LLC	$371K	5,817	−292	TRIM
486	AlphaCore Capital LLC	$369K	6,153	+3,832	ADD
487	Larson Financial Group LLC	$364K	6,066	+1,294	ADD
488	Crumly & Associates Inc.	$362K	6,039	0	NO CHANGE
489	waypoint wealth counsel	$359K	5,979	−228	TRIM
490	ASAHI LIFE ASSET MANAGEMENT CO., LTD.	$358K	5,975	−1,655	TRIM
491	UMB Bank, n.a.	$358K	5,966	−3	TRIM
492	Pointe Capital Management LLC	$358K	5,963	+5,963	NEW
493	Moors & Cabot, Inc.	$355K	5,920	−397	TRIM
494	Beacon Pointe Advisors, LLC	$352K	5,870	+5,870	NEW
495	PRELUDE CAPITAL MANAGEMENT, LLC	$352K	5,862	+1,621	ADD
496	NORDEN GROUP LLC	$347K	5,783	+230	ADD
497	Ponta Wealth Partners, LLC	$336K	5,601	+5,601	NEW
498	Soltis Investment Advisors LLC	$334K	5,569	+1,213	ADD
499	Parcion Private Wealth LLC	$332K	5,535	+297	ADD
500	HALL CAPITAL MANAGEMENT CO INC	$331K	5,089	−802	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CFG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 1 Gotham Asset Management $898K held
Trimming: 3 Bridgewater Associates, Caxton Associates, Moore Capital Management $43.0M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · CITIZENS FINL GROUP INC

Merged timeline of congressional filings and notable-manager moves on CFG
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	ADD	+694 sh
2026-05-15	Bridgewater Associates 13F	TRIM	−140,265 sh
2026-05-15	Moore Capital Management 13F	EXIT	−34,000 sh
2026-05-14	Caxton Associates 13F	TRIM	−205,463 sh

4 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

10 members of Congress disclosed CFG — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).