Citizens Financial Group Inc
CFG- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0000759944
In the last 90 days, Citizens Financial Group Inc insiders filed 1 open-market purchase and 1 sale; 1,100 institutions reported holding it in 13F filings for Q2 2026, worth $28.6B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q4 2023
Institutional positions in Citizens Financial Group Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 711
- +69 vs. Q3 2023
- Shares held
- 434.7M
- −6.46M (−1.5%) vs. Q3 2023
- Total value
- $14.4B
- +$2.57B (+21.8%) vs. Q3 2023
- New holders
- 127
- 212 more added
- Sold out
- 58
- 293 more reduced
9 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CFG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,100 | $28.6B |
| Q1 2026 | 1,024 | $23.8B |
| Q4 2025 | 967 | $24.0B |
| Q3 2025 | 862 | $21.4B |
| Q2 2025 | 807 | $18.5B |
| Q1 2025 | 831 | $16.8B |
| Q4 2024 | 821 | $18.1B |
| Q3 2024 | 801 | $17.1B |
| Q2 2024 | 763 | $14.8B |
| Q1 2024 | 720 | $15.4B |
| Q4 2023 | 711 | $14.4B |
| Q3 2023 | 651 | $11.8B |
| Q2 2023 | 693 | $11.6B |
| Q1 2023 | 740 | $13.5B |
| Q4 2022 | 775 | $17.3B |
| Q3 2022 | 735 | $15.1B |
| Q2 2022 | 751 | $15.7B |
| Q1 2022 | 760 | $18.4B |
| Q4 2021 | 749 | $19.0B |
| Q3 2021 | 704 | $18.9B |
| Q2 2021 | 695 | $18.2B |
| Q1 2021 | 685 | $17.5B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 550 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $18.2K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 566 | $18.7K | 0.01% | +1+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $19.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 624 | $20.3K | 0.00% | +20+3.3% | Added |
| Private Wealth Management Group, LLC | 641 | $21.2K | 0.01% | +641 | New |
| Valley National Advisers Inc | 670 | $22.0K | 0.00% | +70+11.7% | Added |
| Brown Brothers Harriman & Co | 681 | $22.6K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 723 | $24.0K | 0.01% | −80−10.0% | Reduced |
| Canton Hathaway, LLC | 730 | $24.0K | 0.01% | +730 | New |
| Capstone Investment Advisors, LLC | 752 | $24.9K | 0.00% | −23,665−96.9% | Reduced |
| AlphaMark Advisors, LLC | 769 | $25.0K | 0.01% | +141+22.5% | Added |
| Leonteq Securities AG | 808 | $26.8K | 0.00% | −379−31.9% | Reduced |
| Groupama Asset Managment | 821 | $27.2K | 0.00% | +821 | New |
| Central Trust Co | 829 | $27.5K | 0.00% | +129+18.4% | Added |
| Lindbrook Capital, LLC | 861 | $28.5K | 0.00% | −127−12.9% | Reduced |
| Washington Trust Co | 874 | $29.0K | 0.00% | −976−52.8% | Reduced |
| Glassman Wealth Services | 910 | $30.2K | 0.00% | −82−8.3% | Reduced |
| Gradient Investments LLC | 965 | $32.0K | 0.00% | −1,160−54.6% | Reduced |
| Larson Financial Group LLC | 1,000 | $33.1K | 0.00% | +1,000 | New |
| Ronald Blue Trust, Inc. | 1,314 | $35.0K | 0.00% | +574+77.6% | Added |
| Quarry LP | 1,104 | $36.6K | 0.02% | +714+183.1% | Added |
| NBT Bank N A | 1,106 | $36.7K | 0.00% | +1,106 | New |
| Desjardins Global Asset Management Inc. | 1,143 | $37.9K | 0.00% | −1,785−61.0% | Reduced |
| Armstrong Advisory Group, Inc | 1,152 | $38.2K | 0.00% | −360−23.8% | Reduced |
| Rakuten Investment Management, Inc. | 1,158 | $38.9K | 0.00% | +1,158 | New |
| Nordwand Advisors, LLC | 1,190 | $39.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,210 | $40.1K | 0.01% | +1,210 | New |
| REAP Financial Group, LLC | 1,251 | $41.4K | 0.01% | +1,251 | New |
| Resurgent Financial Advisors LLC | 1,262 | $41.8K | 0.03% | −121−8.7% | Reduced |
| Zions Bancorporation, N.A. | 1,329 | $44.0K | 0.00% | −91−6.4% | Reduced |
| Union Investments & Development Ltd. | 1,350 | $44.7K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,347 | $45.0K | 0.00% | −176−11.6% | Reduced |
| Private Trust Co NA | 1,373 | $45.5K | 0.01% | +115+9.1% | Added |
| Delta Asset Management LLC | 1,398 | $46.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,489 | $49.4K | 0.03% | +23+1.6% | Added |
| Deseret Mutual Benefit Administrators | 1,545 | $51.2K | 0.03% | −190−11.0% | Reduced |
| Parkside Financial Bank & Trust | 1,559 | $51.7K | 0.01% | +99+6.8% | Added |
| Massmutual Trust Co FSB | 1,640 | $54.4K | 0.00% | +472+40.4% | Added |
| Paradigm Asset Management Co LLC | 1,749 | $58.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,798 | $59.0K | 0.01% | −1,936−51.8% | Reduced |
| Farther Finance Advisors, LLC | 1,860 | $61.6K | 0.00% | +782+72.5% | Added |
| Alta Advisers Ltd | 1,900 | $63.0K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 1,950 | $64.6K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 1,990 | $65.9K | 0.00% | −3,363−62.8% | Reduced |
| Abich Financial Wealth Management LLC | 2,037 | $67.5K | 0.06% | +2,037 | New |
| Johnson Financial Group, Inc. | 2,058 | $68.2K | 0.00% | −12−0.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,079 | $68.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,080 | $68.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,139 | $71.0K | 0.01% | +1,926+904.2% | Added |
| UniSuper Management Pty Ltd | 2,243 | $74.3K | 0.00% | +2,243 | New |
| Global Retirement Partners, LLC | 2,388 | $74.5K | 0.00% | +695+41.1% | Added |
| Benjamin Edwards Inc | 2,649 | $88.0K | 0.02% | −97−3.5% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 2,838 | $94.1K | 0.02% | +2,838 | New |
| Clearstead Advisors, LLC | 2,902 | $96.2K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 2,959 | $98.1K | 0.07% | +32+1.1% | Added |
| Quent Capital, LLC | 3,020 | $100.1K | 0.01% | −120−3.8% | Reduced |
| GWM Advisors LLC | 3,043 | $100.9K | 0.00% | +555+22.3% | Added |
| Highlander Capital Management, LLC | 3,056 | $101.3K | 0.04% | +500+19.6% | Added |
| Planned Solutions, Inc. | 3,353 | $111.1K | 0.05% | +3,353 | New |
| EMC Capital Management | 3,591 | $119.0K | 0.08% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 3,646 | $120.8K | 0.02% | +3,646 | New |
| GAMMA Investing LLC | 3,730 | $122.0K | 0.03% | +3,730 | New |
| Parallel Advisors, LLC | 3,819 | $126.6K | 0.00% | −3,379−46.9% | Reduced |
| Systematic Alpha Investments, LLC | 3,860 | $127.9K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4,205 | $139.4K | 0.01% | +4,205 | New |
| Harbour Investments, Inc. | 4,392 | $145.6K | 0.01% | +60+1.4% | Added |
| First Horizon Advisors, Inc. | 4,770 | $158.1K | 0.01% | +1,153+31.9% | Added |
| EverSource Wealth Advisors, LLC | 4,792 | $158.8K | 0.01% | +847+21.5% | Added |
| Federation des caisses Desjardins du Quebec | 4,818 | $159.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,968 | $164.6K | 0.00% | −1,486−23.0% | Reduced |
| Raleigh Capital Management Inc. | 5,033 | $166.8K | 0.08% | −99−1.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 5,096 | $168.9K | 0.01% | +112+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 5,296 | $175.5K | 0.00% | +1,766+50.0% | Added |
| Ameritas Investment Partners, Inc. | 5,451 | $180.6K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5,514 | $182.7K | 0.05% | −39,145−87.7% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,675 | $188.1K | 0.02% | −5,425−48.9% | Reduced |
| Richardson Financial Services Inc. | 5,855 | $194.0K | 0.17% | +5,855 | New |
| IFP Advisors, Inc | 5,954 | $197.3K | 0.01% | +1,270+27.1% | Added |
| Umb Bank N A | 5,981 | $198.2K | 0.00% | −327−5.2% | Reduced |
| Atria Wealth Solutions, Inc. | 6,169 | $204.5K | 0.00% | +6,169 | New |
| Wedmont Private Capital | 6,124 | $205.8K | 0.02% | +6,124 | New |
| Quadrant Capital Group LLC | 6,266 | $207.7K | 0.02% | +756+13.7% | Added |
| HighPoint Advisor Group LLC | 5,891 | $208.0K | 0.01% | +5,891 | New |
| KC Investment Advisors, LLC | 6,306 | $209.0K | 0.13% | −2,327−27.0% | Reduced |
| Covestor Ltd | 6,308 | $209.0K | 0.14% | −605−8.8% | Reduced |
| Dana Investment Advisors, Inc. | 6,334 | $209.9K | 0.01% | −3,244−33.9% | Reduced |
| Lincoln Capital Corp | 6,340 | $210.1K | 0.10% | +6,340 | New |
| Paragon Capital Management Ltd | 6,351 | $210.5K | 0.04% | −1,693−21.0% | Reduced |
| Wetherby Asset Management Inc | 6,364 | $210.9K | 0.01% | +6,364 | New |
| Atom Investors LP | 6,369 | $211.1K | 0.04% | +6,369 | New |
| Gilbert & Cook, Inc. | 6,455 | $213.9K | 0.03% | +6,455 | New |
| Van Eck Associates Corp | 6,468 | $214.0K | 0.00% | +2,587+66.7% | Added |
| VCI Wealth Management LLC | 6,510 | $215.8K | 0.13% | +6,510 | New |
| Arete Wealth Advisors, LLC | 6,594 | $218.5K | 0.02% | +6,594 | New |
| Verition Fund Management LLC | 6,597 | $218.6K | 0.00% | −38,205−85.3% | Reduced |
| Meitav Dash Investments Ltd | 6,529 | $219.2K | 0.00% | +6,529 | New |
| NEOS Investment Management LLC | 6,622 | $219.5K | 0.02% | +6,622 | New |
| Traphagen Investment Advisors LLC | 6,686 | $221.6K | 0.03% | +6,686 | New |
| Symmetry Partners, LLC | 6,664 | $224.0K | 0.01% | +6,664 | New |