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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 6,846 | $226.9K | 0.05% | −12,000−63.7% | Reduced |
| Raymond James Trust N.A. | 6,874 | $227.8K | 0.01% | +6,874 | New |
| Allworth Financial LP | 6,878 | $227.9K | 0.00% | +2,395+53.4% | Added |
| Skopos Labs, Inc. | 6,945 | $230.2K | 0.11% | +6,945 | New |
| Truepoint, Inc. | 6,969 | $231.0K | 0.01% | +6,969 | New |
| Equity Investment Corp | 7,022 | $232.7K | 0.01% | +7,022 | New |
| Benjamin F. Edwards & Company, Inc. | 7,125 | $236.0K | 0.00% | −1,860−20.7% | Reduced |
| Whittier Trust Co | 7,259 | $240.5K | 0.00% | +4,864+203.1% | Added |
| Connecticut Wealth Management, LLC | 7,260 | $240.6K | 0.01% | +7,260 | New |
| Horizon Investments, LLC | 7,358 | $240.8K | 0.01% | +587+8.7% | Added |
| Horan Securities, Inc. | 7,272 | $241.0K | 0.12% | +7,272 | New |
| Brookstone Capital Management | 7,279 | $241.2K | 0.00% | +7,279 | New |
| 1620 Investment Advisors, Inc. | 7,311 | $242.3K | 0.27% | +7,311 | New |
| Lido Advisors, LLC | 7,315 | $242.4K | 0.00% | +7,315 | New |
| Beacon Pointe Advisors, LLC | 7,325 | $242.8K | 0.00% | −2,101−22.3% | Reduced |
| DRW Securities, LLC | 7,464 | $247.4K | 0.01% | +7,464 | New |
| Delta Financial Group, Inc. | 7,471 | $248.0K | 0.08% | +7,471 | New |
| Sapient Capital LLC | 7,681 | $254.5K | 0.01% | +7,681 | New |
| Klingenstein Fields & Co LP | 7,707 | $255.4K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 7,741 | $256.5K | 0.02% | −168−2.1% | Reduced |
| Advisory Services Network, LLC | 7,817 | $259.0K | 0.01% | −4,520−36.6% | Reduced |
| DoubleLine ETF Adviser LP | 7,825 | $259.3K | 0.07% | +7,825 | New |
| Family Asset Management, LLC | 7,919 | $262.4K | 0.18% | +121+1.6% | Added |
| Sherbrooke Park Advisers LLC | 7,947 | $263.4K | 0.12% | +7,947 | New |
| Fort Washington Investment Advisors Inc | 8,088 | $268.0K | 0.00% | −564−6.5% | Reduced |
| Empowered Funds, LLC | 8,395 | $278.2K | 0.01% | +8,395 | New |
| Pitcairn Co | 8,558 | $283.6K | 0.02% | +8,558 | New |
| HB Wealth Management, LLC | 8,611 | $285.4K | 0.00% | −190−2.2% | Reduced |
| Pinnacle Associates Ltd | 8,614 | $285.5K | 0.00% | −340−3.8% | Reduced |
| Old National Bancorp | 8,632 | $286.1K | 0.01% | +8,632 | New |
| Vestcor Inc | 8,700 | $288.0K | 0.01% | −182−2.0% | Reduced |
| Veriti Management LLC | 8,785 | $291.1K | 0.03% | +1,173+15.4% | Added |
| Avantax Advisory Services, Inc. | 8,898 | $294.9K | 0.00% | −3,878−30.4% | Reduced |
| Epoch Investment Partners, Inc. | 8,970 | $297.3K | 0.00% | −1,897−17.5% | Reduced |
| Jump Financial, LLC | 8,970 | $297.3K | 0.01% | +8,970 | New |
| Liberty One Investment Management, LLC | 9,106 | $301.8K | 0.04% | −103−1.1% | Reduced |
| Ferguson Wellman Capital Management, Inc | 9,131 | $302.6K | 0.01% | −2,924−24.3% | Reduced |
| Sterling Investment Counsel, LLC | 9,278 | $307.5K | 0.16% | +535+6.1% | Added |
| Ancora Advisors, LLC | 9,293 | $308.0K | 0.01% | −334−3.5% | Reduced |
| Meeder Advisory Services, Inc. | 9,316 | $308.7K | 0.04% | +781+9.2% | Added |
| Arkadios Wealth Advisors | 9,410 | $311.9K | 0.03% | −726−7.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,469 | $313.8K | 0.02% | +9,469 | New |
| Apollon Wealth Management, LLC | 9,524 | $315.6K | 0.01% | +9,524 | New |
| Stephens Inc | 9,594 | $317.9K | 0.01% | −1,947−16.9% | Reduced |
| Centennial Wealth Advisory LLC | 9,717 | $322.0K | 0.16% | −797−7.6% | Reduced |
| Diversified Trust Co | 9,962 | $330.1K | 0.01% | +9,962 | New |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $331.4K | 0.12% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 10,016 | $331.9K | 0.02% | −190−1.9% | Reduced |
| Boothbay Fund Management, LLC | 10,119 | $335.3K | 0.01% | +10,119 | New |
| Kinneret Advisory, LLC | 10,354 | $343.1K | 0.04% | −66−0.6% | Reduced |
| Hall Capital Management Co Inc | 10,515 | $348.5K | 0.20% | −1,549−12.8% | Reduced |
| Sawtooth Solutions, LLC | 10,642 | $352.7K | 0.01% | −185−1.7% | Reduced |
| Bleakley Financial Group, LLC | 10,642 | $352.7K | 0.01% | −185−1.7% | Reduced |
| IFG Advisory, LLC | 10,662 | $353.4K | 0.03% | +699+7.0% | Added |
| Ossiam | 10,714 | $355.1K | 0.01% | −10,187−48.7% | Reduced |
| Factorial Partners, LLC | 11,000 | $364.5K | 0.23% | +1,700+18.3% | Added |
| Investment Management Corp of Ontario | 11,003 | $364.6K | 0.01% | +11,003 | New |
| Keebeck Alpha, LP | 11,044 | $366.0K | 0.29% | +11,044 | New |
| Wealthspire Advisors, LLC | 11,071 | $366.9K | 0.01% | +439+4.1% | Added |
| McRae Capital Management Inc | 11,145 | $369.3K | 0.09% | −8,536−43.4% | Reduced |
| iA Global Asset Management Inc. | 11,161 | $370.0K | 0.01% | +1,861+20.0% | Added |
| Continuum Advisory, LLC | 11,329 | $375.7K | 0.05% | +2,099+22.7% | Added |
| Prelude Capital Management, LLC | 11,401 | $377.8K | 0.03% | +11,401 | New |
| Gladstone Institutional Advisory LLC | 11,574 | $383.5K | 0.02% | +584+5.3% | Added |
| TD Private Client Wealth LLC | 11,699 | $387.7K | 0.01% | +25+0.2% | Added |
| Groesbeck Investment Management Corp | 11,775 | $390.0K | 0.54% | −8,100−40.8% | Reduced |
| Cedrus LLC | 11,994 | $397.5K | 0.25% | −664−5.2% | Reduced |
| Pinnacle Holdings, LLC | 12,025 | $398.5K | 0.16% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 12,065 | $399.8K | 0.04% | +2,200+22.3% | Added |
| Savant Capital, LLC | 12,107 | $401.2K | 0.01% | +12,107 | New |
| Archer Investment Corp | 12,113 | $401.4K | 0.13% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,117 | $401.6K | 0.06% | +52+0.4% | Added |
| Greenwich Investment Management, Inc. | 12,175 | $403.0K | 0.30% | −50,663−80.6% | Reduced |
| FJ Investments, LLC | 12,300 | $407.6K | 0.02% | +12,300 | New |
| Aigen Investment Management, LP | 12,426 | $411.8K | 0.07% | −42,021−77.2% | Reduced |
| Picton Mahoney Asset Management | 12,741 | $422.0K | 0.02% | +12,741 | New |
| Lauer Wealth, LLC | 12,733 | $422.4K | 0.39% | +3,479+37.6% | Added |
| Penserra Capital Management LLC | 12,810 | $423.0K | 0.01% | −429−3.2% | Reduced |
| V-Square Quantitative Management LLC | 12,994 | $430.6K | 0.10% | +2,198+20.4% | Added |
| Brandes Investment Partners, LP | 13,008 | $431.1K | 0.01% | +13,008 | New |
| Kingswood Wealth Advisors, LLC | 13,095 | $434.0K | 0.05% | +1,223+10.3% | Added |
| Credit Agricole S A | 13,191 | $437.1K | 0.01% | +8,746+196.8% | Added |
| Simplex Trading, LLC | 13,471 | $446.0K | 0.01% | +13,471 | New |
| Pinnacle Financial Partners Inc | 13,564 | $449.5K | 0.01% | −15,623−53.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 13,573 | $449.8K | 0.04% | +13,573 | New |
| Ostrum Asset Management | 13,584 | $450.2K | 0.04% | −9,737−41.8% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,620 | $451.4K | 0.02% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 13,621 | $451.4K | 0.07% | −2,166−13.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 13,806 | $457.5K | 0.01% | +9,967+259.6% | Added |
| Perpetual Ltd | 13,916 | $461.2K | 0.00% | −10,170−42.2% | Reduced |
| Profund Advisors LLC | 14,017 | $464.5K | 0.02% | +3,785+37.0% | Added |
| Point72 Hong Kong Ltd | 14,095 | $467.1K | 0.03% | +14,095 | New |
| New England Research & Management, Inc. | 14,155 | $469.0K | 0.25% | −160−1.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,155 | $469.1K | 0.03% | +619+4.6% | Added |
| Lazard Asset Management LLC | 14,212 | $470.0K | 0.00% | −991−6.5% | Reduced |
| Ieq Capital, LLC | 14,199 | $470.6K | 0.01% | +3,792+36.4% | Added |
| AXA S.A. | 14,452 | $478.9K | 0.00% | +14,452 | New |
| Advisors Asset Management, Inc. | 14,505 | $480.7K | 0.01% | −1,590−9.9% | Reduced |
| Commerce Bank | 14,751 | $488.8K | 0.00% | +913+6.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,758 | $489.1K | 0.01% | −150−1.0% | Reduced |