Citizens Financial Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

BMV:CFG * Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Jul 24	SellMex$3,129,862	Craig Read	Individual	3,938	Mex$794.78
19 Apr 24	SellMex$3,669,792	Craig Read	Individual	6,327	Mex$580.02
05 Mar 24	SellMex$2,557,671	Craig Read	Individual	4,508	Mex$567.36

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of CFG *?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	57,690	0.013%
State or Government	602,692	0.136%
Individual Insiders	3,348,493	0.755%
Institutions	439,332,766	99.1%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 71.83% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.8%	The Vanguard Group, Inc.	51,966,817	Mex$45.3b	-0.63%	0.03%
11%	BlackRock, Inc.	48,324,675	Mex$42.1b	-12.7%	0.03%
8.21%	Capital Research and Management Company	36,198,962	Mex$31.6b	427%	0.07%
5.86%	State Street Global Advisors, Inc.	25,826,368	Mex$22.5b	6.67%	0.04%
4.18%	Invesco Ltd.	18,409,957	Mex$16.1b	26.3%	0.21%
4.08%	Amundi Asset Management SAS	17,966,288	Mex$15.7b	-0.37%	0.16%
2.87%	Amundi Asset Management US, Inc.	12,649,218	Mex$11.0b	0%	1.3%
2.45%	Geode Capital Management, LLC	10,804,731	Mex$9.4b	0.21%	0.03%
2.09%	Hotchkis and Wiley Capital Management, LLC	9,192,966	Mex$8.0b	-37.1%	1.21%
1.88%	Wellington Management Group LLP	8,272,043	Mex$7.2b	207%	0.06%
1.82%	Fuller & Thaler Asset Management, Inc.	8,010,907	Mex$7.0b	-34.2%	1.36%
1.62%	Charles Schwab Investment Management, Inc.	7,137,702	Mex$6.2b	-2.31%	0.05%
1.57%	Morgan Stanley, Investment Banking and Brokerage Investments	6,901,375	Mex$6.0b	-6.88%	0.03%
1.51%	Invesco Capital Management LLC	6,659,404	Mex$5.8b	-11.2%	0.11%
1.4%	LSV Asset Management	6,189,215	Mex$5.4b	-5.95%	0.52%
1.22%	Nordea Investment Management, AB	5,363,049	Mex$4.7b	1.86%	0.15%
1.04%	Dimensional Fund Advisors LP	4,593,015	Mex$4.0b	3.7%	0.03%
1.03%	UBS Asset Management AG	4,548,721	Mex$4.0b	12.6%	0.02%
1.01%	AQR Capital Management, LLC	4,453,360	Mex$3.9b	5.92%	0.26%
0.99%	City National Rochdale, LLC	4,369,158	Mex$3.8b	-2.95%	0.54%
0.9%	Bank of America Corporation, Asset Management Arm	3,959,030	Mex$3.5b	71.3%	0.05%
0.89%	Northern Trust Global Investments	3,933,560	Mex$3.4b	-6.52%	0.03%
0.88%	Eaton Vance Management	3,890,475	Mex$3.4b	-0.31%	0.04%
0.83%	Norges Bank Investment Management	3,637,201	Mex$3.2b	0%	0.01%
0.75%	Legal & General Investment Management Limited	3,304,774	Mex$2.9b	-2.7%	0.03%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/21 10:25
End of Day Share Price	2024/10/16 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Citizens Financial Group, Inc. is covered by 36 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Argus Research Company
David George	Baird
Jason Goldberg	Barclays