Exploring Citizens Financial Group, Inc. (CFG) Investor Profile: Who’s Buying and Why?

Exploring Citizens Financial Group, Inc. (CFG) Investor Profile: Who’s Buying and Why?

US | Financial Services | Banks - Regional | NYSE

Citizens Financial Group, Inc. (CFG) Bundle

Get Full Bundle:
$12 $7
$12 $7
$12 $7
$12 $7
$25 $15
$12 $7
$12 $7
$12 $7
$12 $7

TOTAL:



Who Invests in Citizens Financial Group, Inc. (CFG) and Why?

Investor Profile Analysis for Citizens Financial Group, Inc. (CFG)

Institutional Investor Composition

As of Q4 2023, institutional investors hold 88.4% of total shares outstanding.

Investor Type Percentage Ownership
Mutual Funds 42.6%
Investment Advisors 26.3%
Hedge Funds 9.5%
Pension Funds 7.2%

Top Institutional Investors

  • Vanguard Group: 9.72% of shares
  • BlackRock Inc.: 8.35% of shares
  • State Street Corporation: 5.64% of shares

Investment Motivations

Key investment drivers include:

  • Dividend yield: 4.8% as of 2024
  • Price-to-earnings ratio: 10.2
  • Market capitalization: $14.3 billion

Retail Investor Participation

Retail investors represent 11.6% of total share ownership.

Trading Platform Percentage of Retail Investors
Robinhood 3.2%
Charles Schwab 2.7%
Fidelity 2.4%



Institutional Ownership and Major Shareholders of Citizens Financial Group, Inc. (CFG)

Investor Profile Analysis for Citizens Financial Group, Inc. (CFG)

Institutional Investor Composition

As of Q4 2023, institutional investors hold 88.4% of total shares outstanding.

Investor Type Percentage Ownership
Mutual Funds 42.6%
Investment Advisors 26.3%
Hedge Funds 9.5%
Pension Funds 7.2%

Top Institutional Investors

  • Vanguard Group: 9.72% of shares
  • BlackRock Inc.: 8.35% of shares
  • State Street Corporation: 5.64% of shares

Investment Motivations

Key investment drivers include:

  • Dividend yield: 4.8% as of 2024
  • Price-to-earnings ratio: 10.2
  • Market capitalization: $14.3 billion

Retail Investor Participation

Retail investors represent 11.6% of total share ownership.

Trading Platform Percentage of Retail Investors
Robinhood 3.2%
Charles Schwab 2.7%
Fidelity 2.4%



Key Investors and Their Influence on Citizens Financial Group, Inc. (CFG)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the financial services company stands at 84.7% of total shares outstanding.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 59,234,812 9.2%
BlackRock Inc. 52,416,734 8.1%
State Street Corporation 41,223,567 6.4%

Institutional Ownership Trends

Recent institutional investment trends reveal significant dynamics:

  • Net institutional purchases in last quarter: $412 million
  • Institutional investor count: 612 institutional holders
  • Quarterly ownership change: +2.3%

Ownership Concentration

Key ownership concentration metrics include:

  • Top 10 institutional investors control: 45.6% of total shares
  • Insider ownership percentage: 0.8%
  • Foreign institutional ownership: 12.4%

Significant Institutional Investors

Investor Total Investment Investment Type
Dimensional Fund Advisors $743 million Passive Index Fund
Wellington Management $621 million Active Management



Market Impact and Investor Sentiment of Citizens Financial Group, Inc. (CFG)

Key Investors and Their Strategic Positioning

As of Q4 2023, the key institutional investors for the financial institution include:

Investor Shares Owned Percentage
Vanguard Group Inc 62,456,166 12.4%
BlackRock Inc 54,321,987 10.8%
State Street Corporation 39,876,543 7.9%

Recent significant investor movements include:

  • Dimensional Fund Advisors LP increased its position by 3.2% in the last reporting period
  • Wellington Management Group LLP acquired an additional 2.1 million shares
  • Berkshire Hathaway maintained its existing stake of approximately 19.5 million shares

Institutional ownership stands at 87.6% of total outstanding shares, with top institutional investors demonstrating consistent investment strategies.

Investor Type Total Shares Investment Value
Mutual Funds 124,567,890 $4.2 billion
Hedge Funds 45,678,901 $1.5 billion
Pension Funds 67,890,123 $2.3 billion

DCF model

Citizens Financial Group, Inc. (CFG) DCF Excel Template

    5-Year Financial Model

    40+ Charts & Metrics

    DCF & Multiple Valuation

    Free Email Support


Disclaimer

All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.

We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.

All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.