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 | |
|---|---|---|---|---|
| ATM Large Cap Managed Volatility Portfolio EQ Advisors Trust | 15,858 | 1.1M $ | 0.04 % | as of Jun 30, 2026 ↗ |
| SA U.S. Value Fund SA FUNDS INVESTMENT TRUST | 15,595 | 1.1M $ | 0.17 % | as of Jun 30, 2026 ↗ |
| THRIVENT LARGE CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. | 15,585 | 1.1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Large Cap Value ETF Fidelity Covington Trust | 15,256 | 1.1M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| AST Large-Cap Value Portfolio Advanced Series Trust | 15,200 | 1.1M $ | 0.03 % | as of Jun 30, 2026 ↗ |
| Invesco V.I. Equally-Weighted S&P 500 Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 14,796 | 1M $ | 0.21 % | as of Jun 30, 2026 ↗ |
| MM S&P 500 Index Fund MASSMUTUAL SELECT FUNDS | 14,593 | 1M $ | 0.05 % | as of Jun 30, 2026 ↗ |
| O'Shaughnessy Market Leaders Value Fund Advisors Series Trust | 14,585 | 1M $ | 0.36 % | as of Jul 31, 2026 ↗ |
| Goldman Sachs MarketBeta U.S. 1000 Equity ETF Goldman Sachs ETF Trust II | 14,368 | 894.6K $ | 0.04 % | as of May 31, 2026 ↗ |
| iShares ESG MSCI USA Leaders ETF iShares Trust | 14,219 | 885.3K $ | 0.08 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Multifactor Fund WisdomTree Trust | 14,175 | 993.2K $ | 0.32 % | as of Jun 30, 2026 ↗ |
| VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II | 14,149 | 991.4K $ | 0.24 % | as of Jun 30, 2026 ↗ |
| Catholic Values Equity Fund SEI CATHOLIC VALUES TRUST | 14,083 | 876.8K $ | 0.20 % | as of May 31, 2026 ↗ |
| NYLIM S&P 500 Index Fund NYLIM FUNDS TRUST | 13,887 | 995K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| Affinity World Leaders Equity ETF Two Roads Shared Trust | 13,840 | 991.6K $ | 1.09 % | as of Jul 31, 2026 ↗ |
| Zacks Dividend Fund Zacks Trust | 13,823 | 860.6K $ | 0.63 % | as of May 31, 2026 ↗ |
| ProShares Large Cap Core Plus ProShares Trust | 13,803 | 859.4K $ | 0.16 % | as of May 31, 2026 ↗ |
| Cambria Value and Momentum ETF Cambria ETF Trust | 13,683 | 980.4K $ | 0.90 % | as of Jul 31, 2026 ↗ |
| Archer Dividend Growth Fund ARCHER INVESTMENT SERIES TRUST | 13,500 | 840.5K $ | 2.69 % | as of May 31, 2026 ↗ |
| Deutsche DWS Equity 500 Index Portfolio DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO | 13,318 | 933.2K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| ActivePassive U.S. Equity ETF Trust for Professional Managers | 13,271 | 826.3K $ | 0.03 % | as of May 31, 2026 ↗ |
| MassMutual Diversified Value Fund MASSMUTUAL SELECT FUNDS | 13,200 | 924.9K $ | 0.20 % | as of Jun 30, 2026 ↗ |
| iShares MSCI USA Size Factor ETF iShares Trust | 13,016 | 932.6K $ | 0.22 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Large-Cap Value Index Fund SCHWAB CAPITAL TRUST | 13,003 | 931.7K $ | 0.08 % | as of Jul 31, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 12,964 | 908.4K $ | 0.18 % | as of Jun 30, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 12,956 | 928.3K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 12,907 | 904.4K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. LargeCap Fund WisdomTree Trust | 12,842 | 899.8K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| EQ/Large Cap Value Index Portfolio EQ Advisors Trust | 12,821 | 898.4K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| PRAXIS VALUE INDEX FUND Praxis Mutual Funds | 12,820 | 898.3K $ | 0.15 % | as of Jun 30, 2026 ↗ |
| KPA Blandfond Swedbank Robur Fonder AB | 12,738 | 7.3M SEK | 0.05 % | as of Mar 31, 2026 ↗ |
| Franklin U.S. Equity Index ETF Franklin Templeton ETF Trust | 12,726 | 891.7K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| SIMT Large Cap Fund SEI INSTITUTIONAL MANAGED TRUST | 12,626 | 884.7K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| SIIT LARGE CAP INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 12,400 | 772K $ | 0.04 % | as of May 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 12,234 | 876.6K $ | 0.06 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST | 12,213 | 855.8K $ | 0.06 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Large Cap Equity ETF American Century ETF Trust | 12,103 | 753.5K $ | 0.06 % | as of May 31, 2026 ↗ |
| State Street S&P 500 Index Fund SSGA FUNDS | 11,994 | 746.7K $ | 0.04 % | as of May 31, 2026 ↗ |
| BlackRock Managed Income Fund BlackRock Funds II | 11,966 | 838.5K $ | 0.10 % | as of Jun 30, 2026 ↗ |
| PACE Large Co Value Equity Investments PACE SELECT ADVISORS TRUST | 11,929 | 854.7K $ | 0.11 % | as of Jul 31, 2026 ↗ |
| Invesco S&P 500 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II | 11,883 | 739.8K $ | 0.04 % | as of May 31, 2026 ↗ |
| Lysa Global Equity Broad Lysa Fonder AB | 11,757 | 6.7M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| JPMorgan Fundamental Data Science Large Value ETF J.P. Morgan Exchange-Traded Fund Trust | 11,695 | 819.5K $ | 0.77 % | as of Jun 30, 2026 ↗ |
| Nationwide S&P 500 Index Fund Nationwide Mutual Funds | 11,670 | 836.2K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 11,627 | 814.7K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P 500(R) ESG ETF SPDR SERIES TRUST | 11,588 | 812K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST | 11,512 | 806.6K $ | 0.11 % | as of Jun 30, 2026 ↗ |
| PD Large-Cap Value Index Portfolio PACIFIC SELECT FUND | 11,367 | 796.5K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| SFT Index 500 Fund Securian Funds Trust | 11,222 | 786.3K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Green Century Equity Fund GREEN CENTURY FUNDS | 11,108 | 795.9K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| SIIT DYNAMIC ASSET ALLOCATION FUND SEI INSTITUTIONAL INVESTMENTS TRUST | 11,107 | 691.5K $ | 0.03 % | as of May 31, 2026 ↗ |
| Transamerica Large Value Opportunities TRANSAMERICA FUNDS | 11,071 | 793.2K $ | 0.34 % | as of Jul 31, 2026 ↗ |
| Lannebo Marknad Global Lannebo Kapitalförvaltning AB | 10,901 | 6.2M SEK | 0.04 % | as of Mar 31, 2026 ↗ |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 10,740 | 752.6K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Voya VACS Index Series MC Portfolio Voya VARIABLE PORTFOLIOS INC | 10,713 | 750.7K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| Transamerica S&P 500 Index VP TRANSAMERICA SERIES TRUST | 10,698 | 749.6K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| VictoryShares WestEnd US Sector ETF Victory Portfolios II | 10,682 | 748.5K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Hennessy Large Cap Financial Fund Hennessy Funds Trust | 10,500 | 752.3K $ | 2.54 % | as of Jul 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 10,462 | 733.1K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| LSV Global Value Fund ADVISORS' INNER CIRCLE FUND | 10,400 | 745.2K $ | 0.65 % | as of Jul 31, 2026 ↗ |
| Steward Equity Market Neutral Fund Steward Funds Inc | 10,300 | 738K $ | 0.63 % | as of Jul 31, 2026 ↗ |
| Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF Pacer Funds Trust | 10,187 | 729.9K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| SA Large Cap Value Index Portfolio SUNAMERICA SERIES TRUST | 10,156 | 727.7K $ | 0.10 % | as of Jul 31, 2026 ↗ |
| Eaton Vance All Asset Strategy Fund Eaton Vance Growth Trust | 9,974 | 621K $ | 0.28 % | as of May 31, 2026 ↗ |
| PSF PGIM 50/50 Balanced Portfolio Prudential Series Fund | 9,900 | 693.7K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| Allspring Index Fund ALLSPRING FUNDS TRUST | 9,897 | 693.5K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Global X S&P 500 Catholic Values ETF GLOBAL X FUNDS | 9,799 | 702.1K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| TIFF MULTI-ASSET FUND TIFF Multi-Asset Fund | 9,761 | 684K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Nationwide BNY Mellon Dynamic U.S. Core Fund Nationwide Mutual Funds | 9,615 | 688.9K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,574 | 670.9K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| PD Mid-Cap Index Portfolio PACIFIC SELECT FUND | 9,529 | 667.7K $ | 0.21 % | as of Jun 30, 2026 ↗ |
| MidCap Value Fund I Principal Funds, Inc | 9,505 | 681K $ | 0.03 % | as of Jul 31, 2026 ↗ |
| LSV Conservative Value Equity Fund ADVISORS' INNER CIRCLE FUND | 9,500 | 680.7K $ | 0.39 % | as of Jul 31, 2026 ↗ |
| Handelsbanken Global Momentum Handelsbanken Fonder AB | 9,434 | 5.4M SEK | 0.17 % | as of Mar 31, 2026 ↗ |
| Thompson MidCap Fund Thompson IM Funds, Inc. | 9,260 | 576.5K $ | 0.93 % | as of May 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 9,115 | 567.5K $ | 0.12 % | as of May 31, 2026 ↗ |
| WisdomTree U.S. Efficient Core Fund WisdomTree Trust | 8,890 | 622.9K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Invesco Russell 1000 Equal Weight ETF Invesco Exchange-Traded Fund Trust II | 8,443 | 525.7K $ | 0.07 % | as of May 31, 2026 ↗ |
| BNY Mellon Institutional S&P 500 Stock Index Fund BNY Mellon Investment Funds IV, Inc. | 8,426 | 603.7K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 8,400 | 523K $ | 0.19 % | as of May 31, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 8,314 | 595.7K $ | 0.05 % | as of Jul 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 8,250 | 578.1K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| Venerable US Large Cap Strategic Equity Fund Venerable Variable Insurance Trust | 8,204 | 574.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Morningstar Value ETF iShares Trust | 8,166 | 585.1K $ | 0.04 % | as of Jul 31, 2026 ↗ |
| GMO Alternative Allocation Fund GMO TRUST | 8,131 | 506.2K $ | 0.06 % | as of May 31, 2026 ↗ |
| VOYA INDEX PLUS MIDCAP PORTFOLIO Voya VARIABLE PORTFOLIOS INC | 8,003 | 560.8K $ | 0.07 % | as of Jun 30, 2026 ↗ |
| Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust | 7,899 | 491.8K $ | 0.11 % | as of May 31, 2026 ↗ |
| AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust | 7,841 | 549.4K $ | 0.08 % | as of Jun 30, 2026 ↗ |
| AVIP S&P 500 Index Portfolio AuguStar Variable Insurance Products Fund Inc | 7,812 | 547.4K $ | 0.05 % | as of Jun 30, 2026 ↗ |
| Tema S&P 500 Historical Weight ETF Strategy Tema ETF Trust | 7,790 | 485K $ | 0.05 % | as of May 31, 2026 ↗ |
| SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST | 7,759 | 543.7K $ | 0.04 % | as of Jun 30, 2026 ↗ |
| The Institutional U.S. Equity Portfolio HC Capital Trust | 7,734 | 541.9K $ | 0.02 % | as of Jun 30, 2026 ↗ |
| S&P 500 Pure Value Fund Rydex Series Funds | 7,646 | 535.8K $ | 0.85 % | as of Jun 30, 2026 ↗ |
| GuidePath Growth and Income Fund GPS Funds II | 7,559 | 529.7K $ | 0.40 % | as of Jun 30, 2026 ↗ |
| Horizon Defined Risk Fund Horizon Funds | 7,387 | 459.9K $ | 0.04 % | as of May 31, 2026 ↗ |
| Xtrackers MSCI USA Selection Equity ETF DBX ETF Trust | 7,347 | 457.4K $ | 0.08 % | as of May 29, 2026 ↗ |
| The Free Markets ETF Tidal Trust I | 7,244 | 451K $ | 3.00 % | as of May 31, 2026 ↗ |
| Neuberger Core Equity ETF Neuberger Berman ETF Trust | 7,223 | 449.7K $ | 0.05 % | as of May 31, 2026 ↗ |
| ProShares S&P 500 High Income ETF ProShares Trust | 7,220 | 449.5K $ | 0.03 % | as of May 31, 2026 ↗ |
| SIMT S&P 500 Index Fund SEI INSTITUTIONAL MANAGED TRUST | 7,180 | 503.1K $ | 0.05 % | as of Jun 30, 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