CFG Institutional Holdings
Citizens · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $3.3B
VANGUARD PORTFOLIO MANAGEMENT LLC $1.2B
HSBC HOLDINGS PLC $311M
VANGUARD FIDUCIARY TRUST CO $150M
Vanguard Global Advisers, LLC $57M
↑ Increased (5)
TD Waterhouse Canada Inc. +3433084.5%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +131861.4%
CWM, LLC +119202.1%
IFM Investors Pty Ltd +105472.3%
Daiwa Securities Group Inc. +49335.9%
↓ Decreased (5)
BARTLETT & CO. WEALTH MANAGEMENT LLC -100.0%
Colonial Trust Co / SC -99.9%
MidFirst Bank -99.9%
SouthState Bank Corp -99.8%
Western Wealth Management, LLC -99.8%
↓ Exited Positions (5)
VANGUARD GROUP INC $4.9B
HARRIS ASSOCIATES L P $2.0B
COATUE MANAGEMENT LLC $299M
Alberta Investment Management Corp $269M
Capital Research Global Investors $241M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 60.4M | $3.3B |
| 2 | BlackRock, Inc. | 52.0M | $2.9B |
| 3 | MORGAN STANLEY | 35.2M | $2.0B |
| 4 | Capital World Investors | 27.9M | $1.7B |
| 5 | Invesco Ltd. | 23.0M | $1.4B |
| 6 | STATE STREET CORP | 21.5M | $1.2B |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 20.4M | $1.2B |
| 8 | BARCLAYS PLC | 20.7M | $755M |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 13.6M | $731M |
| 10 | GOLDMAN SACHS GROUP INC | 10.1M | $577M |
| 11 | AQR CAPITAL MANAGEMENT LLC | 7.4M | $436M |
| 12 | NORDEA INVESTMENT MANAGEMENT AB | 7.3M | $430M |
| 13 | Ninety One UK Ltd | 6.8M | $406M |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.9M | $405M |
| 15 | AEGON ASSET MANAGEMENT UK Plc | 7.7M | $325M |
| 16 | HSBC HOLDINGS PLC | 5.4M | $311M |
| 17 | DIMENSIONAL FUND ADVISORS LP | 6.0M | $307M |
| 18 | NORTHERN TRUST CORP | 5.1M | $278M |
| 19 | VICTORY CAPITAL MANAGEMENT INC | 4.1M | $246M |
| 20 | ROYAL BANK OF CANADA | 4.0M | $242M |
| 21 | CITADEL ADVISORS LLC | 3.9M | $234M |
| 22 | NORGES BANK | 5.6M | $230M |
| 23 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 3.3M | $201M |
| 24 | D. E. Shaw & Co., Inc. | 3.0M | $177M |
| 25 | Legal & General Group Plc | 2.8M | $169M |
| 26 | Amundi | 2.8M | $169M |
| 27 | WELLINGTON MANAGEMENT GROUP LLP | 3.2M | $167M |
| 28 | BANK OF AMERICA CORP /DE/ | 2.8M | $162M |
| 29 | Bank of New York Mellon Corp | 2.8M | $156M |
| 30 | FMR LLC | 2.5M | $151M |
| 31 | VANGUARD FIDUCIARY TRUST CO | 2.9M | $150M |
| 32 | Balyasny Asset Management L.P. | 2.5M | $147M |
| 33 | UBS Group AG | 3.0M | $142M |
| 34 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2.3M | $138M |
| 35 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2.5M | $133M |
| 36 | Swedbank AB | 2.1M | $126M |
| 37 | Capital International Investors | 2.1M | $124M |
| 38 | JPMORGAN CHASE & CO | 2.0M | $116M |
| 39 | Artemis Investment Management LLP | 1.9M | $114M |
| 40 | Point72 Asset Management, L.P. | 1.8M | $109M |
| 41 | DEUTSCHE BANK AG\ | 1.9M | $108M |
| 42 | ASSETMARK, INC | 1.8M | $107M |
| 43 | Qube Research & Technologies Ltd | 1.7M | $102M |
| 44 | NEUBERGER BERMAN GROUP LLC | 1.7M | $100M |
| 45 | RAYMOND JAMES FINANCIAL INC | 1.6M | $95M |
| 46 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2.6M | $86M |
| 47 | Quantinno Capital Management LP | 1.4M | $80M |
| 48 | MILLENNIUM MANAGEMENT LLC | 1.3M | $79M |
| 49 | Alyeska Investment Group, L.P. | 1.3M | $77M |
| 50 | Impax Asset Management Group plc | 1.3M | $76M |
| 51 | Junto Capital Management LP | 1.3M | $76M |
| 52 | WELLS FARGO & COMPANY/MN | 1.3M | $75M |
| 53 | BANK OF MONTREAL /CAN/ | 1.2M | $70M |
| 54 | FIRST TRUST ADVISORS LP | 1.1M | $68M |
| 55 | LOS ANGELES CAPITAL MANAGEMENT LLC | 1.1M | $68M |
| 56 | JANE STREET GROUP, LLC | 1.1M | $63M |
| 57 | CAUSEWAY CAPITAL MANAGEMENT LLC | 1.0M | $63M |
| 58 | Russell Investments Group, Ltd. | 1.0M | $62M |
| 59 | Assenagon Asset Management S.A. | 1.0M | $61M |
| 60 | Sumitomo Mitsui Trust Group, Inc. | 999K | $60M |
| 61 | CITIGROUP INC | 990K | $59M |
| 62 | TODD ASSET MANAGEMENT LLC | 974K | $58M |
| 63 | BRUNI J V & CO /CO | 971K | $58M |
| 64 | Vanguard Global Advisers, LLC | 976K | $57M |
| 65 | Mitsubishi UFJ Asset Management Co., Ltd. | 948K | $57M |
| 66 | Nuveen, LLC | 1.0M | $57M |
| 67 | ALGEBRIS (UK) LTD | 929K | $56M |
| 68 | Freestone Grove Partners LP | 914K | $55M |
| 69 | National Pension Service | 912K | $55M |
| 70 | RHUMBLINE ADVISERS | 944K | $54M |
| 71 | BNP PARIBAS FINANCIAL MARKETS | 904K | $53M |
| 72 | VANGUARD ASSET MANAGEMENT, Ltd | 879K | $53M |
| 73 | Engineers Gate Manager LP | 862K | $52M |
| 74 | California Public Employees Retirement System | 828K | $50M |
| 75 | DANSKE BANK A/S | 1.1M | $50M |
| 76 | Korea Investment CORP | 817K | $49M |
| 77 | FRANKLIN RESOURCES INC | 824K | $48M |
| 78 | Longaeva Partners L.P. | 786K | $47M |
| 79 | ENVESTNET ASSET MANAGEMENT INC | 759K | $46M |
| 80 | ZACKS INVESTMENT MANAGEMENT | 752K | $45M |
| 81 | JONES FINANCIAL COMPANIES LLLP | 769K | $44M |
| 82 | Bridgewater Associates, LP | 714K | $43M |
| 83 | BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 689K | $41M |
| 84 | Vinva Investment Management Ltd | 700K | $40M |
| 85 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 665K | $40M |
| 86 | ALLIANCEBERNSTEIN L.P. | 805K | $39M |
| 87 | TEACHER RETIREMENT SYSTEM OF TEXAS | 610K | $37M |
| 88 | Man Group plc | 579K | $35M |
| 89 | Ensign Peak Advisors, Inc | 575K | $34M |
| 90 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 560K | $33M |
| 91 | PRUDENTIAL FINANCIAL INC | 563K | $33M |
| 92 | LPL Financial LLC | 563K | $33M |
| 93 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 536K | $32M |
| 94 | HoldCo Asset Management, LP | 523K | $31M |
| 95 | Allspring Global Investments Holdings, LLC | 513K | $31M |
| 96 | AE Wealth Management LLC | 512K | $31M |
| 97 | IEQ CAPITAL, LLC | 507K | $30M |
| 98 | PRINCIPAL FINANCIAL GROUP INC | 494K | $30M |
| 99 | FEDERATED HERMES, INC. | 483K | $29M |
| 100 | TWO SIGMA INVESTMENTS, LP | 558K | $29M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09