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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 10,479,479 | $337.1M | 0.09% | −374,390−3.4% | Reduced |
| Geode Capital Management, LLC | 10,362,657 | $342.5M | 0.04% | +113,283+1.1% | Added |
| Fuller & Thaler Asset Management, Inc. | 11,353,234 | $376.2M | 1.91% | −241,247−2.1% | Reduced |
| Morgan Stanley | 12,152,394 | $402.7M | 0.04% | −1,012,648−7.7% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 15,957,282 | $528.8M | 1.89% | −1,660,795−9.4% | Reduced |
| Invesco Ltd. | 17,306,291 | $573.5M | 0.14% | +1,510,675+9.6% | Added |
| Amundi | 19,260,057 | $641.9M | 0.29% | +1,644,032+9.3% | Added |
| State Street Corp | 28,366,468 | $940.1M | 0.05% | +2,833,083+11.1% | Added |
| Capital International Investors | 35,157,079 | $1.17B | 0.26% | +1,199,158+3.5% | Added |
| Vanguard Group Inc | 54,154,656 | $1.79B | 0.04% | −922,916−1.7% | Reduced |
| BlackRock Inc. | 55,805,288 | $1.85B | 0.05% | −2,562,764−4.4% | Reduced |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,381,470−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,160,231−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −521,627−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −309,717−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −137,622−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −116,511−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −67,241−100.0% | Sold out |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −62,736−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −55,571−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −44,131−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −42,985−100.0% | Sold out |
| RKL Wealth Management LLC | 0 | $0 | 0.00% | −41,787−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −41,444−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −41,054−100.0% | Sold out |
| Cascade Investment Advisors, Inc. | 0 | $0 | 0.00% | −35,490−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −34,604−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −29,460−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −24,884−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,016−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −21,663−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −21,451−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −20,425−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Court Place Advisors, LLC | 0 | $0 | 0.00% | −14,050−100.0% | Sold out |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −12,617−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −12,564−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −11,679−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Seaport Global Advisors, LLC | 0 | $0 | 0.00% | −8,145−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −7,641−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −7,555−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −7,656−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −2,742−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,919−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| Tiedemann Advisors, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
| Kenfarb & Co. | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |