Fund shareholders of Citizens Financial Group Inc
ISIN US1746101054 · United States · LEI 2138004JDDA4ZQUPFW65
- Fund shareholders
- 784
- Of which ETFs
- 222 562 other funds
- Value held
- ≈ 11.4B $ 11.2B $ · 1.8B SEK · 5.5M €
784 funds hold this company. This table lists the 783 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. The “Fund reports” tab lists it, with its weight.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| American Beacon Large Cap Value Fund AMERICAN BEACON FUNDS | 78,483 | 5.6M $ | 0.19 % | as of Jul 31, 2026 ↗ |
| Global Equity Trust John Hancock Variable Insurance Trust | 78,448 | 5.5M $ | 1.84 % | as of Jun 30, 2026 ↗ |
| iShares Russell Mid-Cap Index Fund BlackRock Funds | 78,201 | 5.6M $ | 0.22 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST | 78,113 | 5.5M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Easterly Snow All Cap Value Fund James Alpha Funds Trust | 75,200 | 5.3M $ | 1.14 % | as of Jun 30, 2026 ↗ |
| Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II | 74,459 | 4.6M $ | 0.04 % | as of May 31, 2026 ↗ |
| Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. | 74,286 | 5.2M $ | 0.24 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Tax Managed Large Cap Fund Bridge Builder Trust | 74,106 | 5.2M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Harbor Mid Cap Value Fund HARBOR FUNDS | 73,700 | 5.3M $ | 1.15 % | as of Jul 31, 2026 ↗ |
| Fidelity SAI U.S. Momentum Index Fund Fidelity Salem Street Trust | 73,382 | 5.3M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| Nationwide Large Cap Equity Portfolio Nationwide Mutual Funds | 73,220 | 5.2M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust | 73,052 | 5.2M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Victory Pioneer Balanced Fund Victory Portfolios IV | 73,009 | 5.2M $ | 1.07 % | as of Jul 31, 2026 ↗ |
| Swedbank Robur Access USA Swedbank Robur Fonder AB | 72,524 | 41.4M SEK | 0.14 % | as of Mar 31, 2026 ↗ |
| PSF Stock Index Portfolio Prudential Series Fund | 71,800 | 5M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 69,912 | 4.4M $ | 0.04 % | as of May 31, 2026 ↗ |
| JNL/Mellon Financial Sector Fund JNL Series Trust | 69,860 | 4.9M $ | 0.36 % | as of Jun 30, 2026 ↗ |
| Nomura Wealth Builder Fund Delaware Group Equity Funds V | 69,309 | 4.3M $ | 0.52 % | as of May 29, 2026 ↗ |
| MML VIP Invesco Discovery Mid Cap Fund MML Series Investment Fund II | 68,924 | 4.8M $ | 1.07 % | as of Jun 30, 2026 ↗ |
| NEOS S&P 500(R) High Income ETF NEOS ETF Trust | 68,679 | 4.8M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| EQ/Invesco Comstock Portfolio EQ Advisors Trust | 67,815 | 4.8M $ | 1.33 % | as of Jun 30, 2026 ↗ |
| Empower S&P 500 Index Fund EMPOWER FUNDS, INC. | 67,789 | 4.7M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Momentum Factor ETF Fidelity Covington Trust | 67,501 | 4.8M $ | 0.54 % | as of Jul 31, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 67,300 | 4.7M $ | 0.25 % | as of Jun 30, 2026 ↗ |
| CAUSEWAY GLOBAL VALUE FUND CAUSEWAY CAPITAL MANAGEMENT TRUST | 66,887 | 4.7M $ | 1.73 % | as of Jun 30, 2026 ↗ |
| Impax Large Cap Fund IMPAX FUNDS SERIES TRUST I | 66,818 | 4.7M $ | 1.28 % | as of Jun 30, 2026 ↗ |
| Federated Hermes Muni and Stock Advantage Fund Federated Hermes Income Securities Trust | 65,481 | 4.7M $ | 0.32 % | as of Jul 31, 2026 ↗ |
| Invesco V.I. American Value Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 65,329 | 4.6M $ | 0.96 % | as of Jun 30, 2026 ↗ |
| iShares ESG MSCI KLD 400 ETF iShares Trust | 65,266 | 4.7M $ | 0.09 % | as of Jul 31, 2026 ↗ |
| Global X Adaptive U.S. Factor ETF GLOBAL X FUNDS | 64,732 | 4M $ | 0.48 % | as of May 31, 2026 ↗ |
| MetLife Stock Index Portfolio Brighthouse Funds Trust II | 62,776 | 4.4M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| First Trust Large Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 60,328 | 4.3M $ | 0.28 % | as of Jul 31, 2026 ↗ |
| Fidelity Flex 500 Index Fund Fidelity Concord Street Trust | 59,081 | 3.7M $ | 0.04 % | as of May 31, 2026 ↗ |
| JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust | 58,160 | 4.2M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| VictoryShares US Large Cap High Div Volatility Wtd ETF Victory Portfolios II | 57,386 | 4M $ | 1.03 % | as of Jun 30, 2026 ↗ |
| Invesco S&P 500 Equal Weight Financials ETF Invesco Exchange-Traded Fund Trust | 56,350 | 4M $ | 1.33 % | as of Jul 31, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 55,630 | 4M $ | 0.93 % | as of Jul 31, 2026 ↗ |
| VY(R) INVESCO GROWTH AND INCOME PORTFOLIO Voya Investors Trust | 55,307 | 3.9M $ | 2.27 % | as of Jun 30, 2026 ↗ |
| Calamos Global Opportunities Fund CALAMOS INVESTMENT TRUST/IL | 55,200 | 4M $ | 1.08 % | as of Jul 31, 2026 ↗ |
| Optimum Small-Mid Cap Value Fund Optimum Fund Trust | 55,100 | 3.9M $ | 0.46 % | as of Jun 30, 2026 ↗ |
| Virtus NFJ Large-Cap Value Fund Virtus Investment Trust | 53,846 | 3.8M $ | 2.08 % | as of Jun 30, 2026 ↗ |
| Index 500 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC | 53,217 | 3.7M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust | 53,172 | 3.3M $ | 0.19 % | as of May 31, 2026 ↗ |
| Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. | 52,504 | 3.7M $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Bridge Builder Large Cap Growth Fund Bridge Builder Trust | 51,561 | 3.6M $ | 0.01 % | as of Jun 30, 2026 ↗ |
| Brandes U.S. Small-Mid Cap Value ETF 2023 ETF Series Trust | 51,384 | 3.6M $ | 2.16 % | as of Jun 30, 2026 ↗ |
| EQ/Common Stock Index Portfolio EQ Advisors Trust | 51,078 | 3.6M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Mid Cap Stock Portfolio LORD ABBETT SERIES FUND INC | 51,010 | 3.6M $ | 1.39 % | as of Jun 30, 2026 ↗ |
| BlackRock Tactical Opportunities Fund BlackRock Funds | 50,488 | 3.6M $ | 0.06 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 50,284 | 3.6M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS | 50,200 | 3.5M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| NVIT BlackRock Equity Dividend Fund Nationwide Variable Insurance Trust | 49,727 | 3.5M $ | 0.54 % | as of Jun 30, 2026 ↗ |
| Franklin U.S. Large Cap Multifactor Index ETF Franklin Templeton ETF Trust | 49,011 | 3.4M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| NVIT S&P 500 Index Fund Nationwide Variable Insurance Trust | 48,784 | 3.4M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| iShares U.S. Large Cap Premium Income Active ETF BlackRock ETF Trust | 48,681 | 3.4M $ | 0.27 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Mid-Cap ETF iShares Trust | 48,360 | 3.5M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| First Trust Financials AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund | 48,329 | 3.5M $ | 0.31 % | as of Jul 31, 2026 ↗ |
| SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 48,100 | 3M $ | 0.37 % | as of May 31, 2026 ↗ |
| Federated Hermes Capital Income Fund Federated Hermes Income Securities Trust | 48,028 | 3M $ | 0.44 % | as of May 31, 2026 ↗ |
| BNY Mellon Active MidCap Fund BNY Mellon Strategic Funds, Inc. | 47,740 | 3.3M $ | 0.64 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Equal Weighted ETF iShares, Inc. | 47,718 | 3M $ | 0.17 % | as of May 31, 2026 ↗ |
| Dividend Value Fund VALIC Co I | 47,523 | 3M $ | 0.32 % | as of May 31, 2026 ↗ |
| EQ/500 Managed Volatility Portfolio EQ Advisors Trust | 47,064 | 3.3M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Stock Index Fund VALIC Co I | 44,892 | 2.8M $ | 0.04 % | as of May 31, 2026 ↗ |
| DIVERSIFIED VALUE PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS | 44,661 | 3.1M $ | 0.22 % | as of Jun 30, 2026 ↗ |
| Equity Index Portfolio PACIFIC SELECT FUND | 44,127 | 3.1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VY(R) INVESCO COMSTOCK PORTFOLIO Voya Partners Inc | 44,096 | 3.1M $ | 1.33 % | as of Jun 30, 2026 ↗ |
| Victory Pioneer Equity Premium Income Fund Victory Portfolios IV | 43,755 | 3.1M $ | 1.88 % | as of Jul 31, 2026 ↗ |
| NYLIM VP S&P 500 Index Portfolio NYLIM VP FUNDS TRUST | 41,957 | 2.9M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Aggressive Investors 1 Fund Bridgeway Funds, Inc. | 40,800 | 2.9M $ | 1.24 % | as of Jun 30, 2026 ↗ |
| Buffalo Growth & Income Fund Buffalo Funds | 40,750 | 2.9M $ | 1.61 % | as of Jun 30, 2026 ↗ |
| Fundamental Equity Portfolio LORD ABBETT SERIES FUND INC | 40,460 | 2.8M $ | 1.33 % | as of Jun 30, 2026 ↗ |
| Handelsbanken Global Index Criteria Handelsbanken Fonder AB | 39,417 | 22.5M SEK | 0.02 % | as of Mar 31, 2026 ↗ |
| Column Mid Cap Fund Trust for Professional Managers | 39,245 | 2.4M $ | 0.22 % | as of May 31, 2026 ↗ |
| SIMT Large Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST | 39,211 | 2.7M $ | 0.20 % | as of Jun 30, 2026 ↗ |
| MOA EQUITY INDEX FUND MoA Funds Corp | 38,853 | 2.7M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| AST Multi-Asset Diversified Portfolio Advanced Series Trust | 38,700 | 2.7M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| iShares MSCI World ETF iShares, Inc. | 38,605 | 2.4M $ | 0.03 % | as of May 31, 2026 ↗ |
| LSV Disciplined Value ETF ADVISORS' INNER CIRCLE FUND | 37,964 | 2.7M $ | 0.42 % | as of Jul 31, 2026 ↗ |
| SA Franklin BW U.S. Large Cap Value Portfolio SUNAMERICA SERIES TRUST | 37,200 | 2.7M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| Invesco Comstock Contrarian Equity ETF Invesco Actively Managed Exchange-Traded Fund Trust | 37,172 | 2.7M $ | 1.51 % | as of Jul 31, 2026 ↗ |
| BNY Mellon US Large Cap Core Equity ETF BNY Mellon ETF Trust | 37,118 | 2.7M $ | 0.05 % | as of Jul 31, 2026 ↗ |
| AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust | 36,783 | 2.6M $ | 0.02 % | as of Jun 30, 2026 ↗ |
| M Capital Appreciation Fund NORTHERN LIGHTS FUND TRUST II | 36,294 | 2.5M $ | 0.81 % | as of Jun 30, 2026 ↗ |
| Impax Global Opportunities Fund IMPAX FUNDS SERIES TRUST I | 36,222 | 2.5M $ | 2.63 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 35,975 | 2.2M $ | 0.04 % | as of May 31, 2026 ↗ |
| ProShares Ultra S&P500 ProShares Trust | 35,896 | 2.2M $ | 0.03 % | as of May 31, 2026 ↗ |
| Victory Pioneer Mid Cap Value VCT Portfolio Victory Variable Insurance Funds II | 35,707 | 2.5M $ | 2.20 % | as of Jun 30, 2026 ↗ |
| Calvert Small/Mid-Cap Fund Calvert Management Series | 35,422 | 2.5M $ | 1.19 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 35,403 | 2.2M $ | 0.30 % | as of May 31, 2026 ↗ |
| VictoryShares US Value Momentum ETF Victory Portfolios II | 35,124 | 2.5M $ | 0.95 % | as of Jun 30, 2026 ↗ |
| VOYA INDEX PLUS LARGECAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 34,887 | 2.4M $ | 0.26 % | as of Jun 30, 2026 ↗ |
| EQUITY INDEX FUND GuideStone Funds | 34,788 | 2.4M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| EQ/Mid Cap Value Managed Volatility Portfolio EQ Advisors Trust | 34,566 | 2.4M $ | 0.15 % | as of Jun 30, 2026 ↗ |
| iShares Core Dividend ETF iShares Trust | 34,490 | 2.5M $ | 0.14 % | as of Jul 31, 2026 ↗ |
| Schwab 1000 Index ETF SCHWAB STRATEGIC TRUST | 34,216 | 2.1M $ | 0.04 % | as of May 31, 2026 ↗ |
| Calamos Global Equity Fund CALAMOS INVESTMENT TRUST/IL | 33,910 | 2.4M $ | 1.29 % | as of Jul 31, 2026 ↗ |
| Dimensional US Sustainability Core 1 ETF Dimensional ETF Trust | 33,548 | 2.4M $ | 0.11 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Mid-Cap Value ETF iShares Trust | 33,506 | 2.4M $ | 0.21 % | as of Jul 31, 2026 ↗ |
| U.S. Sector Rotation Fund John Hancock Funds II | 33,372 | 2.1M $ | 0.04 % | as of May 31, 2026 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Pictet - USA Index Pictet Asset Management (Europe) S.A. | 0.04 % | as of Sep 30, 2025 ↗ |
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 | |
|---|---|---|
| Artisan Focus Fund Artisan Partners Funds Inc. | 4.98 % | as of Jun 30, 2026 ↗ |
| Financial Industries Trust John Hancock Variable Insurance Trust | 4.71 % | as of Jun 30, 2026 ↗ |
| Infrastructure Capital Equity Income ETF Series Portfolios Trust | 4.63 % | as of May 31, 2026 ↗ |
| iShares U.S. Regional Banks ETF iShares Trust | 4.61 % | as of Jun 30, 2026 ↗ |
| Financial Industries Fund John Hancock Investment Trust II | 4.30 % | as of Jul 31, 2026 ↗ |
| First Trust Nasdaq Bank ETF First Trust Exchange-Traded Fund VI | 3.96 % | as of Jun 30, 2026 ↗ |
| Sound Equity Dividend Income ETF Tidal Trust I | 3.87 % | as of May 31, 2026 ↗ |
| Invesco KBW Bank ETF Invesco Exchange-Traded Fund Trust II | 3.17 % | as of May 31, 2026 ↗ |
| Transamerica Sustainable Equity Income TRANSAMERICA FUNDS | 3.17 % | as of Jul 31, 2026 ↗ |
| Transamerica Aegon Sustainable Equity Income VP TRANSAMERICA SERIES TRUST | 3.13 % | as of Jun 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 |
|---|---|---|---|---|
| 2026Q3 | 735 | +17 | 161,407,692 | -1.6 % |
| 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 2 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 | |
|---|---|---|---|
| Capital World Investors | 5.60 % | 23,539,168 | as of Jun 30, 2026 · SCHEDULE 13G |
| STATE STREET CORPORATION | 5.00 % | 21,263,407 | as of Jun 30, 2026 · SCHEDULE 13G |
Funds holding the debt of Citizens Financial Group Inc
345 funds declare 716 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