Fund shareholders of Citizens Financial Group Inc
ISIN US1746101054 · United States · LEI 2138004JDDA4ZQUPFW65
- Fund shareholders
- 767
- Of which ETFs
- 210 557 other funds
- Value held
- 10.1B $ 1.8B SEK · 5.5M €
767 funds hold this company. This table lists the 766 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 225,300 | 13.5M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs U.S. Tax-Managed Equity Fund Goldman Sachs Trust | 224,931 | 13.5M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| VANGUARD FTSE SOCIAL INDEX FUND VANGUARD WORLD FUND | 224,469 | 13.5M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| iShares Dynamic Equity Active ETF BlackRock ETF Trust | 223,403 | 14.5M $ | 0.53 % | as of Apr 30, 2026 ↗ |
| Invesco S&P 500 Pure Value ETF Invesco Exchange-Traded Fund Trust | 222,084 | 14.4M $ | 0.79 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 220,366 | 14.3M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Bank ETF SPDR SERIES TRUST | 217,836 | 13.1M $ | 1.02 % | as of Mar 31, 2026 ↗ |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 209,253 | 12.5M $ | 3.88 % | as of Mar 31, 2026 ↗ |
| LSV Value Equity Fund ADVISORS' INNER CIRCLE FUND | 199,100 | 13M $ | 1.12 % | as of Apr 30, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 198,483 | 12.9M $ | 4.80 % | as of Apr 30, 2026 ↗ |
| LVIP Nomura Mid Cap Value Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 197,000 | 11.8M $ | 1.15 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 196,124 | 11.8M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 194,748 | 11.7M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| LORD ABBETT MID CAP STOCK FUND INC LORD ABBETT MID CAP STOCK FUND INC | 189,820 | 11.4M $ | 1.05 % | as of Mar 31, 2026 ↗ |
| Invesco Global Opportunities Fund AIM International Mutual Funds (Invesco International Mutual Funds) | 188,075 | 12.2M $ | 0.54 % | as of Apr 30, 2026 ↗ |
| Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST | 185,985 | 11.2M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Impax Large Cap Fund IMPAX FUNDS SERIES TRUST I | 174,613 | 10.5M $ | 1.84 % | as of Mar 31, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 174,581 | 11.4M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Centre American Select Equity Fund Horizon Funds | 171,614 | 10.3M $ | 2.62 % | as of Feb 28, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 170,691 | 11.1M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST | 168,993 | 11M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 160,900 | 9.6M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Allspring Large Cap Core Fund ALLSPRING FUNDS TRUST | 160,854 | 10.5M $ | 1.32 % | as of Apr 30, 2026 ↗ |
| Cambria Shareholder Yield ETF Cambria ETF Trust | 151,914 | 9.9M $ | 1.03 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust | 151,844 | 9.9M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Large Cap Value Index Fund Fidelity Salem Street Trust | 149,163 | 9.7M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Victory Market Neutral Income Fund Victory Portfolios II | 146,848 | 8.8M $ | 0.30 % | as of Mar 31, 2026 ↗ |
| iShares MSCI ACWI ETF iShares Trust | 141,031 | 9.2M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 139,576 | 8.4M $ | 0.26 % | as of Mar 31, 2026 ↗ |
| Schwab 1000 Index Fund SCHWAB INVESTMENTS | 137,070 | 8.9M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Nordea Generationsfond 80-tal Nordea Funds Ab | 135,581 | 76M SEK | 0.31 % | as of Mar 31, 2026 ↗ |
| VIP Index 500 Portfolio Variable Insurance Products Fund II | 134,135 | 8M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| BlackRock Multi-Asset Income Portfolio BlackRock Funds II | 127,798 | 8.3M $ | 0.08 % | as of Apr 30, 2026 ↗ |
| Stock Index Fund Northern Funds | 127,445 | 7.6M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares U.S. Financial Services ETF iShares Trust | 126,862 | 8.3M $ | 0.41 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 126,833 | 8.3M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 123,469 | 7.4M $ | 0.07 % | as of Feb 28, 2026 ↗ |
| U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 123,101 | 8M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| LVIP BlackRock Dividend Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 121,286 | 7.3M $ | 0.38 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon S&P 500 Index Fund JNL Series Trust | 120,257 | 7.2M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| AQR Equity Market Neutral Fund AQR Funds | 119,442 | 7.2M $ | 0.22 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 118,553 | 7.1M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Large Cap Index Fund Fidelity Concord Street Trust | 117,971 | 7.7M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| BlackRock Mid-Cap Value Fund BlackRock Mid-Cap Value Series, Inc. | 116,562 | 7.6M $ | 0.72 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. LargeCap Dividend Fund WisdomTree Trust | 115,457 | 6.9M $ | 0.12 % | as of Mar 31, 2026 ↗ |
| Virtus NFJ Mid-Cap Value Fund Virtus Investment Trust | 115,322 | 6.9M $ | 1.33 % | as of Mar 31, 2026 ↗ |
| Nordea Generationsfond 60-tal Nordea Funds Ab | 115,086 | 64.5M SEK | 0.13 % | as of Mar 31, 2026 ↗ |
| AQR Style Premia Alternative Fund AQR Funds | 114,536 | 6.9M $ | 0.30 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 114,311 | 7.4M $ | 0.34 % | as of Apr 30, 2026 ↗ |
| VictoryShares US EQ Income Enhanced Volatility Wtd ETF Victory Portfolios II | 110,062 | 6.6M $ | 0.91 % | as of Mar 31, 2026 ↗ |
| First Trust Large Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 109,920 | 7.2M $ | 0.55 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 107,680 | 6.5M $ | 0.45 % | as of Mar 31, 2026 ↗ |
| Fidelity SAI U.S. Large Cap Index Fund Fidelity Salem Street Trust | 107,612 | 7M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 106,297 | 6.9M $ | 0.64 % | as of Apr 30, 2026 ↗ |
| Nomura Opportunity Fund Delaware Group Equity Funds IV | 105,000 | 6.3M $ | 1.17 % | as of Mar 31, 2026 ↗ |
| AST Balanced Asset Allocation Portfolio Advanced Series Trust | 104,000 | 6.2M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| LVIP BlackRock Equity Dividend Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 103,799 | 6.2M $ | 0.52 % | as of Mar 31, 2026 ↗ |
| Nomura Wealth Builder Fund Delaware Group Equity Funds V | 102,834 | 6.2M $ | 0.74 % | as of Feb 27, 2026 ↗ |
| VY(R) INVESCO EQUITY AND INCOME PORTFOLIO Voya Partners Inc | 101,275 | 6.1M $ | 1.35 % | as of Mar 31, 2026 ↗ |
| BlackRock Global Allocation V.I. Fund BlackRock Variable Series Funds, Inc. | 100,403 | 6M $ | 0.16 % | as of Mar 31, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 99,977 | 6M $ | 4.93 % | as of Mar 31, 2026 ↗ |
| Victory 500 Index Fund Victory Portfolios III | 99,397 | 6.5M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| Transamerica Sustainable Equity Income TRANSAMERICA FUNDS | 98,431 | 6.4M $ | 3.08 % | as of Apr 30, 2026 ↗ |
| VANGUARD S&P 500 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS | 98,414 | 5.9M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| U.S. LARGE COMPANY PORTFOLIO DIMENSIONAL INVESTMENT GROUP INC | 96,284 | 6.3M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND | 95,462 | 5.7M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| EQUITY INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 95,330 | 5.7M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Empower Mid Cap Value Fund EMPOWER FUNDS, INC. | 95,059 | 5.7M $ | 0.58 % | as of Mar 31, 2026 ↗ |
| Innovator Equity Managed Floor ETF Innovator ETFs Trust | 94,852 | 6.2M $ | 0.37 % | as of Apr 30, 2026 ↗ |
| Victory Pioneer Global Equity Fund Victory Portfolios IV | 94,498 | 5.7M $ | 0.71 % | as of Feb 28, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 94,183 | 6.1M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| JPMorgan Equity Index Fund JPMorgan Trust II | 93,904 | 5.6M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Nuveen S&P 500 Index Fund TIAA-CREF Funds | 92,154 | 6M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| AQR Managed Futures Strategy Fund AQR Funds | 91,973 | 5.5M $ | 0.18 % | as of Mar 31, 2026 ↗ |
| Invesco V.I. Discovery Mid Cap Growth Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 89,841 | 5.4M $ | 0.79 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA S&P 500 Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 89,800 | 5.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco Russell 1000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 89,643 | 5.4M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| LargeCap S&P 500 Index Fund Principal Funds, Inc | 89,486 | 5.8M $ | 0.04 % | as of Apr 30, 2026 ↗ |
| BNY Mellon Equity Income Fund BNY Mellon Investment Funds III | 89,103 | 5.4M $ | 0.26 % | as of Feb 28, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 88,578 | 5.8M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| 500 Index Trust John Hancock Variable Insurance Trust | 88,126 | 5.3M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| EQ/Equity 500 Index Portfolio EQ Advisors Trust | 88,029 | 5.3M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Dimensional US Large Cap Value ETF Dimensional ETF Trust | 87,947 | 5.7M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| EQ/Invesco Comstock Portfolio EQ Advisors Trust | 87,928 | 5.3M $ | 1.62 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Revenue ETF Invesco Exchange-Traded Fund Trust II | 87,545 | 5.3M $ | 0.06 % | as of Feb 28, 2026 ↗ |
| Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 87,200 | 5.2M $ | 1.27 % | as of Mar 31, 2026 ↗ |
| Franklin Mutual Small-Mid Cap Value Fund Franklin Value Investors Trust | 84,700 | 5.5M $ | 2.48 % | as of Apr 30, 2026 ↗ |
| American Beacon Man Large Cap Value Fund AMERICAN BEACON FUNDS | 84,100 | 5M $ | 2.23 % | as of Mar 31, 2026 ↗ |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 83,200 | 5.4M $ | 1.27 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST | 82,163 | 5.3M $ | 0.21 % | as of Apr 30, 2026 ↗ |
| AST Aggressive Asset Allocation Portfolio Advanced Series Trust | 81,600 | 4.9M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Direxion Daily Financial Bull 3X Shares Direxion Shares ETF Trust | 81,307 | 5.3M $ | 0.27 % | as of Apr 30, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 78,822 | 5.1M $ | 1.03 % | as of Apr 30, 2026 ↗ |
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 78,483 | 5.1M $ | 0.17 % | as of Apr 30, 2026 ↗ |
| Global Equity Trust John Hancock Variable Insurance Trust | 78,448 | 4.7M $ | 1.61 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 76,991 | 4.6M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 75,978 | 4.6M $ | 0.34 % | as of Mar 31, 2026 ↗ |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 75,477 | 4.5M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Olstein All Cap Value Fund Managed Portfolio Series | 75,200 | 4.5M $ | 1.01 % | as of Mar 31, 2026 ↗ |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 75,150 | 4.5M $ | 0.25 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Financial Industries Trust John Hancock Variable Insurance Trust | 4.93 % | as of Mar 31, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 4.80 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Regional Banks ETF iShares Trust | 4.53 % | as of Mar 31, 2026 ↗ |
| Infrastructure Capital Equity Income ETF Series Portfolios Trust | 4.50 % | as of Feb 28, 2026 ↗ |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 3.88 % | as of Mar 31, 2026 ↗ |
| Sound Equity Dividend Income ETF Tidal Trust I | 3.70 % | as of Feb 28, 2026 ↗ |
| Invesco Comstock Select Fund AIM Sector Funds (Invesco Sector Funds) | 3.55 % | as of Apr 30, 2026 ↗ |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 3.52 % | as of Feb 28, 2026 ↗ |
| Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST | 3.14 % | as of Mar 31, 2026 ↗ |
| Transamerica Sustainable Equity Income TRANSAMERICA FUNDS | 3.08 % | as of Apr 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 718 | +71 | 164,072,398 | -4.5 % |
| 2026Q1 | 647 | -19 | 171,809,858 | -9.6 % |
| 2025Q4 | 666 | 0 | 190,000,759 | -3.1 % |
| 2025Q3 | 666 | -22 | 196,007,503 | -1.3 % |
| 2025Q2 | 688 | +18 | 198,578,032 | -1.8 % |
| 2025Q1 | 670 | -30 | 202,194,947 | -2.0 % |
| 2024Q4 | 700 | +10 | 206,307,463 | +0.1 % |
| 2024Q3 | 690 | +27 | 206,088,602 | +1.3 % |
| 2024Q2 | 663 | +34 | 203,369,044 | +2.1 % |
| 2024Q1 | 629 | -12 | 199,150,611 | -9.3 % |
| 2023Q4 | 641 | 219,568,361 |
Institutional managers
997 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 46,700,087 | 2.8B $ | as of Mar 31, 2026 |
| Capital World Investors | 27,904,054 | 1.7B $ | as of Mar 31, 2026 |
| Invesco Ltd. | 22,926,809 | 1.4B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 20,262,332 | 1.2B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 12,712,681 | 762.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 11,810,470 | 705.7M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 7,340,645 | 433.9M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 7,323,185 | 430.1M $ | as of Mar 31, 2026 |
| Ninety One UK Ltd | 6,768,224 | 405.9M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,679,483 | 400.6M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 6,060,165 | 363.4K $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 4,719,160 | 282.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 4,568,369 | 274M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 4,486,554 | 269.1M $ | as of Mar 31, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | 4,096,696 | 245.7M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 4,034,949 | 242M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 3,886,355 | 233.1M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3,344,169 | 200.5M $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 2,957,561 | 177.4M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 2,811,794 | 168.6M $ | as of Mar 31, 2026 |
| Amundi | 2,810,153 | 168.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 2,682,294 | 160.9M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 2,596,716 | 155.7M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,524,511 | 151.4M $ | as of Mar 31, 2026 |
| FMR LLC | 2,512,064 | 150.6M $ | as of Mar 31, 2026 |
Declared shareholders of Citizens Financial Group Inc
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.34 % | 31,212,801 | as of Mar 31, 2026 · SCHEDULE 13G |
| Capital World Investors | 6.60 % | 28,256,691 | as of Mar 31, 2026 · SCHEDULE 13G |
| STATE STREET CORPORATION | 4.80 % | 20,275,128 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Citizens Financial Group Inc
347 funds declare 728 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Citizens Financial Group Inc". https://titelia.com/en/stocks/citizens-financial-group-inc-US1746101054