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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 36,718 | $1.22M | 0.01% | −25,167−40.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,489 | $1.21M | 0.00% | −6,082−14.3% | Reduced |
| Staley Capital Advisers Inc | 36,148 | $1.20M | 0.06% | −39−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 35,818 | $1.19M | 0.04% | +6,566+22.4% | Added |
| Neuberger Berman Group LLC | 35,768 | $1.19M | 0.00% | −3,791−9.6% | Reduced |
| Verdad Advisers, LP | 35,000 | $1.16M | 2.35% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 34,703 | $1.15M | 0.10% | +34,703 | New |
| Wellington Shields & Co., LLC | 34,000 | $1.13M | 0.42% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 33,715 | $1.12M | 0.01% | −4,456−11.7% | Reduced |
| GTS Securities LLC | 33,637 | $1.11M | 0.02% | +11,859+54.5% | Added |
| US Bancorp | 32,329 | $1.07M | 0.00% | +1,815+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 31,804 | $1.05M | 0.00% | +587+1.9% | Added |
| Pacer Advisors, Inc. | 31,600 | $1.05M | 0.00% | +635+2.1% | Added |
| Hartford Investment Management Co | 31,337 | $1.04M | 0.04% | −1,047−3.2% | Reduced |
| Atria Investments LLC | 31,021 | $1.03M | 0.02% | +31,021 | New |
| M&T Bank Corp | 30,959 | $1.03M | 0.00% | −3,530−10.2% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 30,870 | $1.02M | 0.00% | −1,205−3.8% | Reduced |
| Proequities, Inc. | 30,797 | $1.02M | 0.07% | −941−3.0% | Reduced |
| BHZ Capital Management, LP | 30,610 | $1.01M | 0.95% | +7,302+31.3% | Added |
| Bradley Foster & Sargent Inc | 30,431 | $1.01M | 0.02% | −2,948−8.8% | Reduced |
| StoneX Group Inc. | 30,325 | $1.00M | 0.10% | +4,171+15.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 30,304 | $1.00M | 0.00% | −7,340−19.5% | Reduced |
| Securian Asset Management, Inc | 29,526 | $978.5K | 0.03% | −4,366−12.9% | Reduced |
| Aquatic Capital Management LLC | 29,400 | $974.0K | 0.02% | +6,800+30.1% | Added |
| Assetmark, Inc | 29,113 | $964.8K | 0.00% | +116+0.4% | Added |
| Brevan Howard Capital Management LP | 28,808 | $954.7K | 0.10% | +28,808 | New |
| Ontario Teachers Pension Plan Board | 28,745 | $952.6K | 0.01% | +3,696+14.8% | Added |
| SeaCrest Wealth Management, LLC | 28,513 | $951.5K | 0.12% | +70.0% | Added |
| Emerald Mutual Fund Advisers Trust | 28,341 | $939.2K | 0.05% | 00.0% | Unchanged |
| AlTi Global, Inc. | 28,310 | $938.2K | 0.03% | +28,310 | New |
| Louisiana State Employees Retirement System | 28,200 | $934.5K | 0.02% | −1,100−3.8% | Reduced |
| Federated Hermes, Inc. | 28,101 | $931.3K | 0.00% | +22,319+386.0% | Added |
| Cipher Capital LP | 27,942 | $926.0K | 0.30% | +15,424+123.2% | Added |
| First Hawaiian Bank | 27,925 | $925.4K | 0.03% | −2,280−7.5% | Reduced |
| Keybank National Association | 27,766 | $920.2K | 0.00% | +10,709+62.8% | Added |
| Independent Financial Group, LLC | 27,606 | $914.9K | 0.05% | +2,966+12.0% | Added |
| Intrust Bank NA | 27,556 | $913.2K | 0.11% | +950+3.6% | Added |
| MV Capital Management, Inc. | 27,282 | $904.1K | 0.11% | −38,461−58.5% | Reduced |
| Brinker Capital Investments, LLC | 26,527 | $891.3K | 0.01% | −2,480−8.5% | Reduced |
| Orion Portfolio Solutions, LLC | 26,527 | $891.3K | 0.01% | −2,480−8.5% | Reduced |
| Fifth Third Bancorp | 26,319 | $872.2K | 0.00% | −4,646−15.0% | Reduced |
| Alberta Investment Management Corp | 26,175 | $867.4K | 0.01% | +26,175 | New |
| Cetera Investment Advisers | 25,953 | $860.1K | 0.01% | −1,471−5.4% | Reduced |
| My Legacy Advisors, LLC | 25,991 | $847.6K | 0.31% | +111+0.4% | Added |
| Wolverine Trading, LLC | 25,559 | $847.0K | 0.01% | +15,378+151.0% | Added |
| Group One Trading, L.P. | 25,399 | $841.7K | 0.03% | −38,887−60.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 25,260 | $837.1K | 0.31% | +11,652+85.6% | Added |
| New Mexico Educational Retirement Board | 25,200 | $835.0K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 25,144 | $833.0K | 0.02% | +268+1.1% | Added |
| Quinn Opportunity Partners LLC | 24,881 | $824.6K | 0.10% | 00.0% | Unchanged |
| Caxton Associates LP | 24,635 | $816.4K | 0.04% | −46,492−65.4% | Reduced |
| Strategic Advisors LLC | 24,200 | $802.0K | 0.15% | −6,000−19.9% | Reduced |
| Oppenheimer & Co Inc | 24,010 | $795.7K | 0.01% | −750−3.0% | Reduced |
| Infrastructure Capital Advisors, LLC | 23,773 | $787.8K | 0.12% | +819+3.6% | Added |
| Trexquant Investment LP | 23,735 | $786.6K | 0.02% | −291,652−92.5% | Reduced |
| Minerva Advisors LLC | 23,585 | $781.6K | 0.49% | 00.0% | Unchanged |
| Ramiah Investment Group | 23,565 | $780.9K | 0.74% | −1,976−7.7% | Reduced |
| SageView Advisory Group, LLC | 22,286 | $764.6K | 0.03% | +4,566+25.8% | Added |
| CWM, LLC | 23,043 | $764.0K | 0.00% | +5,771+33.4% | Added |
| Glenmede Trust Co NA | 22,986 | $761.8K | 0.00% | +4,839+26.7% | Added |
| Newman Dignan & Sheerar, Inc. | 22,927 | $759.8K | 0.23% | +473+2.1% | Added |
| Banque Cantonale Vaudoise | 22,758 | $754.0K | 0.03% | −2,328−9.3% | Reduced |
| Balyasny Asset Management LLC | 22,747 | $753.8K | 0.00% | −1,060,323−97.9% | Reduced |
| Everence Capital Management Inc | 22,720 | $753.0K | 0.05% | 00.0% | Unchanged |
| Toroso Investments, LLC | 22,444 | $743.8K | 0.02% | +1,336+6.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 21,960 | $727.7K | 0.03% | +52+0.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,937 | $727.7K | 0.01% | −5,532−20.1% | Reduced |
| Compass Wealth Management LLC | 21,775 | $721.6K | 0.20% | −7,525−25.7% | Reduced |
| Teacher Retirement System of Texas | 21,752 | $721.0K | 0.00% | −15,748−42.0% | Reduced |
| Boston Private Wealth LLC | 21,548 | $714.1K | 0.02% | +2,662+14.1% | Added |
| Carl P. Sherr & Co., LLC | 21,516 | $713.1K | 0.43% | +64+0.3% | Added |
| Gotham Asset Management, LLC | 21,499 | $712.5K | 0.01% | +885+4.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 21,343 | $707.3K | 0.00% | +393+1.9% | Added |
| D. E. Shaw & Co., Inc. | 21,257 | $704.5K | 0.00% | −75,237−78.0% | Reduced |
| Romano Brothers and Company | 21,254 | $704.4K | 0.10% | −1,977−8.5% | Reduced |
| Lincoln National Corp | 21,162 | $701.3K | 0.01% | +38+0.2% | Added |
| Illinois Municipal Retirement Fund | 20,875 | $692.0K | 0.01% | 00.0% | Unchanged |
| Greenland Capital Management LP | 20,837 | $690.5K | 0.11% | +20,837 | New |
| Blair William & Co | 20,635 | $683.8K | 0.00% | −2,481−10.7% | Reduced |
| United Services Automobile Association | 19,511 | $646.6K | 0.01% | +5,284+37.1% | Added |
| Metropolitan Life Insurance Co | 18,976 | $628.9K | 0.03% | −564−2.9% | Reduced |
| Csenge Advisory Group | 18,917 | $626.9K | 0.04% | +281+1.5% | Added |
| Kestra Advisory Services, LLC | 18,364 | $608.6K | 0.00% | −811−4.2% | Reduced |
| Alden Global Capital LLC | 18,120 | $600.5K | 0.77% | +18,120 | New |
| Cetera Advisors LLC | 17,945 | $594.7K | 0.01% | +1,455+8.8% | Added |
| Old Port Advisors | 17,909 | $593.5K | 0.20% | +17,909 | New |
| E. Ohman J:or Asset Management AB | 17,600 | $583.3K | 0.02% | −4,000−18.5% | Reduced |
| Connable Office Inc | 17,319 | $574.0K | 0.07% | +443+2.6% | Added |
| WBI Investments | 17,100 | $566.7K | 0.11% | −1,251−6.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 17,000 | $563.4K | 0.08% | −4,000−19.0% | Reduced |
| Finivi Inc. | 16,978 | $562.7K | 0.55% | +16,978 | New |
| Bridgefront Capital, LLC | 16,875 | $559.2K | 0.42% | +16,875 | New |
| Legacy Capital Group California, Inc. | 16,725 | $554.3K | 0.21% | +40.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,610 | $550.5K | 0.04% | −85−0.5% | Reduced |
| PEAK6 Investments LLC | 16,582 | $549.5K | 0.02% | −21,004−55.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,443 | $545.0K | 0.01% | −1,453−8.1% | Reduced |
| Hamilton Capital Partners Inc. | 16,400 | $543.5K | 0.11% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 16,399 | $543.5K | 0.00% | +16,399 | New |
| Norinchukin Bank, The | 16,383 | $542.9K | 0.01% | −1,792−9.9% | Reduced |
| Impact Partnership Wealth, LLC | 16,327 | $541.1K | 0.20% | +4,001+32.5% | Added |