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 |
|---|---|---|---|---|---|
| US Bancorp | 32,329 | $1.07M | 0.00% | +1,815+5.9% | Added |
| GTS Securities LLC | 33,637 | $1.11M | 0.02% | +11,859+54.5% | Added |
| Cresset Asset Management, LLC | 33,715 | $1.12M | 0.01% | −4,456−11.7% | Reduced |
| Wellington Shields & Co., LLC | 34,000 | $1.13M | 0.42% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 34,703 | $1.15M | 0.10% | +34,703 | New |
| Verdad Advisers, LP | 35,000 | $1.16M | 2.35% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 35,768 | $1.19M | 0.00% | −3,791−9.6% | Reduced |
| Great Valley Advisor Group, Inc. | 35,818 | $1.19M | 0.04% | +6,566+22.4% | Added |
| Staley Capital Advisers Inc | 36,148 | $1.20M | 0.06% | −39−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,489 | $1.21M | 0.00% | −6,082−14.3% | Reduced |
| SG Americas Securities, LLC | 36,718 | $1.22M | 0.01% | −25,167−40.7% | Reduced |
| Maryland State Retirement & Pension System | 36,860 | $1.22M | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 37,076 | $1.23M | 0.26% | +37,076 | New |
| Oak Thistle LLC | 37,196 | $1.23M | 0.35% | +37,196 | New |
| Kentucky Retirement Systems | 37,303 | $1.24M | 0.04% | −90−0.2% | Reduced |
| Entropy Technologies, LP | 39,081 | $1.30M | 0.24% | +39,081 | New |
| Erste Asset Management GmbH | 38,817 | $1.30M | 0.02% | +2,181+6.0% | Added |
| O'Shaughnessy Asset Management, LLC | 39,521 | $1.31M | 0.02% | −2,567−6.1% | Reduced |
| Gulf International Bank (UK) Ltd | 40,071 | $1.33M | 0.04% | −4,942−11.0% | Reduced |
| QRG Capital Management, Inc. | 40,257 | $1.33M | 0.02% | −1,651−3.9% | Reduced |
| Ziegler Capital Management, LLC | 41,081 | $1.36M | 0.06% | −3,146−7.1% | Reduced |
| Elo Mutual Pension Insurance Co | 41,234 | $1.37M | 0.04% | +797+2.0% | Added |
| Degroof Petercam Asset Management | 41,355 | $1.37M | 0.02% | +41,355 | New |
| JustInvest LLC | 42,242 | $1.40M | 0.04% | −2,913−6.5% | Reduced |
| Daiwa Securities Group Inc. | 42,457 | $1.41M | 0.01% | +1,340+3.3% | Added |
| Trust Investment Advisors | 42,615 | $1.41M | 1.10% | −2,941−6.5% | Reduced |
| Tealwood Asset Management Inc | 42,782 | $1.42M | 0.68% | −456−1.1% | Reduced |
| Bessemer Group Inc | 43,355 | $1.44M | 0.00% | −113−0.3% | Reduced |
| Pinebridge Investments, L.P. | 43,965 | $1.46M | 0.01% | −32,207−42.3% | Reduced |
| Wellington Shields Capital Management, LLC | 44,000 | $1.46M | 0.18% | 00.0% | Unchanged |
| Vident Advisory, LLC | 44,587 | $1.48M | 0.04% | −4,358−8.9% | Reduced |
| Mercer Global Advisors Inc | 44,638 | $1.48M | 0.00% | −3,210−6.7% | Reduced |
| Venture Visionary Partners LLC | 44,769 | $1.48M | 0.08% | −10,186−18.5% | Reduced |
| Point72 Asset Management, L.P. | 44,800 | $1.48M | 0.00% | −662,387−93.7% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 45,364 | $1.50M | 0.29% | −7,008−13.4% | Reduced |
| Bank of Nova Scotia | 45,856 | $1.52M | 0.00% | −911−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 45,882 | $1.52M | 0.01% | −3,580−7.2% | Reduced |
| Capital Analysts, LLC | 45,991 | $1.52M | 0.08% | −4,742−9.3% | Reduced |
| Hennessy Advisors Inc | 48,000 | $1.59M | 0.08% | −11,000−18.6% | Reduced |
| HAP Trading, LLC | 48,517 | $1.61M | 0.47% | +48,517 | New |
| SeaTown Holdings Pte. Ltd. | 49,000 | $1.62M | 0.22% | −1,114,000−95.8% | Reduced |
| Shell Asset Management Co | 49,399 | $1.64M | 0.08% | −13,419−21.4% | Reduced |
| Paradigm Financial Partners, LLC | 49,409 | $1.64M | 0.40% | +6,935+16.3% | Added |
| State of Alaska, Department of Revenue | 50,349 | $1.67M | 0.02% | −5,790−10.3% | Reduced |
| Los Angeles Capital Management LLC | 50,525 | $1.67M | 0.01% | +50,525 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 51,884 | $1.72M | 0.02% | −44,300−46.1% | Reduced |
| Ethic Inc. | 51,979 | $1.72M | 0.05% | +4,437+9.3% | Added |
| Rockefeller Capital Management L.P. | 53,193 | $1.76M | 0.01% | +29,292+122.6% | Added |
| Nissay Asset Management Corp | 53,338 | $1.77M | 0.01% | +820+1.6% | Added |
| Two Sigma Investments, LP | 53,414 | $1.77M | 0.00% | +53,414 | New |
| Two Sigma Advisers, LP | 53,620 | $1.78M | 0.00% | +53,620 | New |
| United Capital Financial Advisers, LLC | 53,826 | $1.78M | 0.01% | −67,082−55.5% | Reduced |
| British Columbia Investment Management Corp | 54,382 | $1.80M | 0.01% | +10,401+23.6% | Added |
| HighTower Advisors, LLC | 54,894 | $1.81M | 0.00% | +30,274+123.0% | Added |
| Hantz Financial Services, Inc. | 54,943 | $1.82M | 0.04% | −3,113−5.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 55,040 | $1.82M | 0.17% | −24,233−30.6% | Reduced |
| Park Avenue Securities LLC | 55,252 | $1.83M | 0.03% | +7,956+16.8% | Added |
| 1832 Asset Management L.P. | 56,419 | $1.87M | 0.00% | −12,772−18.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,554 | $1.91M | 0.01% | −195−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 57,808 | $1.92M | 0.03% | +1,624+2.9% | Added |
| Mackenzie Financial Corp | 58,348 | $1.93M | 0.00% | −28,482−32.8% | Reduced |
| Meeder Asset Management Inc | 59,104 | $1.96M | 0.15% | +59,104 | New |
| Abn Amro Investment Solutions | 59,173 | $1.96M | 0.03% | −2,276−3.7% | Reduced |
| ING Groep NV | 59,333 | $1.97M | 0.02% | −548−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 59,922 | $1.99M | 0.01% | −5,951−9.0% | Reduced |
| Xponance, Inc. | 60,806 | $2.02M | 0.02% | −5,590−8.4% | Reduced |
| MML Investors Services, LLC | 61,020 | $2.02M | 0.01% | +7,078+13.1% | Added |
| Mutual of America Capital Management LLC | 62,416 | $2.07M | 0.02% | −3,695−5.6% | Reduced |
| Private Advisor Group, LLC | 63,119 | $2.09M | 0.02% | +7,694+13.9% | Added |
| Systematic Financial Management LP | 63,352 | $2.10M | 0.06% | +7,660+13.8% | Added |
| Petiole USA ltd | 63,454 | $2.10M | 1.55% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 63,748 | $2.11M | 0.24% | +63,748 | New |
| Ascent Group, LLC | 65,582 | $2.11M | 0.20% | +5,939+10.0% | Added |
| CIBC Asset Management Inc | 65,185 | $2.16M | 0.01% | −17,713−21.4% | Reduced |
| Tower Research Capital LLC (TRC) | 65,511 | $2.17M | 0.03% | +39,831+155.1% | Added |
| Janus Henderson Group PLC | 66,098 | $2.19M | 0.00% | −4,300−6.1% | Reduced |
| First Manhattan Co | 67,955 | $2.25M | 0.01% | −3,941−5.5% | Reduced |
| Richelieu Gestion PLC | 68,323 | $2.26M | 2.03% | +68,323 | New |
| Sequoia Financial Advisors, LLC | 70,063 | $2.32M | 0.03% | +57,604+462.3% | Added |
| CI Private Wealth, LLC | 70,115 | $2.32M | 0.00% | +7,800+12.5% | Added |
| Maltese Capital Management LLC | 70,900 | $2.35M | 0.66% | −6,600−8.5% | Reduced |
| Allianz Asset Management GmbH | 72,847 | $2.41M | 0.00% | −16,076−18.1% | Reduced |
| Yousif Capital Management, LLC | 73,021 | $2.42M | 0.03% | −2,476−3.3% | Reduced |
| Richard P Slaughter Associates Inc | 73,171 | $2.42M | 0.60% | −583−0.8% | Reduced |
| New York Life Investment Management LLC | 73,366 | $2.43M | 0.02% | −366−0.5% | Reduced |
| Edgestream Partners, L.P. | 73,416 | $2.43M | 0.18% | +73,416 | New |
| Korea Investment CORP | 73,755 | $2.44M | 0.01% | −68−0.1% | Reduced |
| Public Sector Pension Investment Board | 73,779 | $2.45M | 0.02% | −37,223−33.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 73,930 | $2.45M | 0.01% | −2,622−3.4% | Reduced |
| Cetera Advisor Networks LLC | 74,567 | $2.47M | 0.01% | +6,171+9.0% | Added |
| Horan Capital Advisors, LLC. | 77,507 | $2.57M | 0.94% | −1,203−1.5% | Reduced |
| DnB Asset Management AS | 77,760 | $2.58M | 0.01% | −1,818−2.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 78,727 | $2.61M | 0.03% | +1,211+1.6% | Added |
| Oregon Public Employees Retirement Fund | 78,902 | $2.61M | 0.05% | −33,432−29.8% | Reduced |
| Nisa Investment Advisors, LLC | 79,304 | $2.63M | 0.02% | +27,629+53.5% | Added |
| Lighthouse Investment Partners, LLC | 79,367 | $2.63M | 0.19% | +2,912+3.8% | Added |
| Quadrature Capital Ltd | 79,694 | $2.64M | 0.05% | −13,494−14.5% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 79,830 | $2.65M | 1.83% | −24,000−23.1% | Reduced |
| Utah Retirement Systems | 80,652 | $2.67M | 0.03% | −1,900−2.3% | Reduced |
| Prudential PLC | 81,347 | $2.70M | 0.03% | −11,194−12.1% | Reduced |