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 |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 7,272 | $241.0K | 0.12% | +7,272 | New |
| Horizon Investments, LLC | 7,358 | $240.8K | 0.01% | +587+8.7% | Added |
| Connecticut Wealth Management, LLC | 7,260 | $240.6K | 0.01% | +7,260 | New |
| Whittier Trust Co | 7,259 | $240.5K | 0.00% | +4,864+203.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,125 | $236.0K | 0.00% | −1,860−20.7% | Reduced |
| Equity Investment Corp | 7,022 | $232.7K | 0.01% | +7,022 | New |
| Truepoint, Inc. | 6,969 | $231.0K | 0.01% | +6,969 | New |
| Skopos Labs, Inc. | 6,945 | $230.2K | 0.11% | +6,945 | New |
| Allworth Financial LP | 6,878 | $227.9K | 0.00% | +2,395+53.4% | Added |
| Raymond James Trust N.A. | 6,874 | $227.8K | 0.01% | +6,874 | New |
| Fort Sheridan Advisors LLC | 6,846 | $226.9K | 0.05% | −12,000−63.7% | Reduced |
| Symmetry Partners, LLC | 6,664 | $224.0K | 0.01% | +6,664 | New |
| Traphagen Investment Advisors LLC | 6,686 | $221.6K | 0.03% | +6,686 | New |
| NEOS Investment Management LLC | 6,622 | $219.5K | 0.02% | +6,622 | New |
| Meitav Dash Investments Ltd | 6,529 | $219.2K | 0.00% | +6,529 | New |
| Verition Fund Management LLC | 6,597 | $218.6K | 0.00% | −38,205−85.3% | Reduced |
| Arete Wealth Advisors, LLC | 6,594 | $218.5K | 0.02% | +6,594 | New |
| VCI Wealth Management LLC | 6,510 | $215.8K | 0.13% | +6,510 | New |
| Van Eck Associates Corp | 6,468 | $214.0K | 0.00% | +2,587+66.7% | Added |
| Gilbert & Cook, Inc. | 6,455 | $213.9K | 0.03% | +6,455 | New |
| Atom Investors LP | 6,369 | $211.1K | 0.04% | +6,369 | New |
| Wetherby Asset Management Inc | 6,364 | $210.9K | 0.01% | +6,364 | New |
| Paragon Capital Management Ltd | 6,351 | $210.5K | 0.04% | −1,693−21.0% | Reduced |
| Lincoln Capital Corp | 6,340 | $210.1K | 0.10% | +6,340 | New |
| Dana Investment Advisors, Inc. | 6,334 | $209.9K | 0.01% | −3,244−33.9% | Reduced |
| Covestor Ltd | 6,308 | $209.0K | 0.14% | −605−8.8% | Reduced |
| KC Investment Advisors, LLC | 6,306 | $209.0K | 0.13% | −2,327−27.0% | Reduced |
| HighPoint Advisor Group LLC | 5,891 | $208.0K | 0.01% | +5,891 | New |
| Quadrant Capital Group LLC | 6,266 | $207.7K | 0.02% | +756+13.7% | Added |
| Wedmont Private Capital | 6,124 | $205.8K | 0.02% | +6,124 | New |
| Atria Wealth Solutions, Inc. | 6,169 | $204.5K | 0.00% | +6,169 | New |
| Umb Bank N A | 5,981 | $198.2K | 0.00% | −327−5.2% | Reduced |
| IFP Advisors, Inc | 5,954 | $197.3K | 0.01% | +1,270+27.1% | Added |
| Richardson Financial Services Inc. | 5,855 | $194.0K | 0.17% | +5,855 | New |
| Penobscot Investment Management Company, Inc. | 5,675 | $188.1K | 0.02% | −5,425−48.9% | Reduced |
| Longfellow Investment Management Co LLC | 5,514 | $182.7K | 0.05% | −39,145−87.7% | Reduced |
| Ameritas Investment Partners, Inc. | 5,451 | $180.6K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,296 | $175.5K | 0.00% | +1,766+50.0% | Added |
| Knights of Columbus Asset Advisors LLC | 5,096 | $168.9K | 0.01% | +112+2.2% | Added |
| Raleigh Capital Management Inc. | 5,033 | $166.8K | 0.08% | −99−1.9% | Reduced |
| Signaturefd, LLC | 4,968 | $164.6K | 0.00% | −1,486−23.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,818 | $159.7K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,792 | $158.8K | 0.01% | +847+21.5% | Added |
| First Horizon Advisors, Inc. | 4,770 | $158.1K | 0.01% | +1,153+31.9% | Added |
| Harbour Investments, Inc. | 4,392 | $145.6K | 0.01% | +60+1.4% | Added |
| Principal Securities, Inc. | 4,205 | $139.4K | 0.01% | +4,205 | New |
| Systematic Alpha Investments, LLC | 3,860 | $127.9K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,819 | $126.6K | 0.00% | −3,379−46.9% | Reduced |
| GAMMA Investing LLC | 3,730 | $122.0K | 0.03% | +3,730 | New |
| Point72 Europe (London) LLP | 3,646 | $120.8K | 0.02% | +3,646 | New |
| EMC Capital Management | 3,591 | $119.0K | 0.08% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,353 | $111.1K | 0.05% | +3,353 | New |
| Highlander Capital Management, LLC | 3,056 | $101.3K | 0.04% | +500+19.6% | Added |
| GWM Advisors LLC | 3,043 | $100.9K | 0.00% | +555+22.3% | Added |
| Quent Capital, LLC | 3,020 | $100.1K | 0.01% | −120−3.8% | Reduced |
| FSC Wealth Advisors, LLC | 2,959 | $98.1K | 0.07% | +32+1.1% | Added |
| Clearstead Advisors, LLC | 2,902 | $96.2K | 0.01% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 2,838 | $94.1K | 0.02% | +2,838 | New |
| Benjamin Edwards Inc | 2,649 | $88.0K | 0.02% | −97−3.5% | Reduced |
| Global Retirement Partners, LLC | 2,388 | $74.5K | 0.00% | +695+41.1% | Added |
| UniSuper Management Pty Ltd | 2,243 | $74.3K | 0.00% | +2,243 | New |
| Harvest Fund Management Co., Ltd | 2,139 | $71.0K | 0.01% | +1,926+904.2% | Added |
| Cullen/Frost Bankers, Inc. | 2,080 | $68.9K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 2,079 | $68.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,058 | $68.2K | 0.00% | −12−0.6% | Reduced |
| Abich Financial Wealth Management LLC | 2,037 | $67.5K | 0.06% | +2,037 | New |
| Huntington National Bank | 1,990 | $65.9K | 0.00% | −3,363−62.8% | Reduced |
| First Financial Corp | 1,950 | $64.6K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $63.0K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,860 | $61.6K | 0.00% | +782+72.5% | Added |
| Cutler Group LP | 1,798 | $59.0K | 0.01% | −1,936−51.8% | Reduced |
| Paradigm Asset Management Co LLC | 1,749 | $58.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,640 | $54.4K | 0.00% | +472+40.4% | Added |
| Parkside Financial Bank & Trust | 1,559 | $51.7K | 0.01% | +99+6.8% | Added |
| Deseret Mutual Benefit Administrators | 1,545 | $51.2K | 0.03% | −190−11.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,489 | $49.4K | 0.03% | +23+1.6% | Added |
| Delta Asset Management LLC | 1,398 | $46.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,373 | $45.5K | 0.01% | +115+9.1% | Added |
| Ci Investments Inc. | 1,347 | $45.0K | 0.00% | −176−11.6% | Reduced |
| Union Investments & Development Ltd. | 1,350 | $44.7K | 0.04% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,329 | $44.0K | 0.00% | −91−6.4% | Reduced |
| Resurgent Financial Advisors LLC | 1,262 | $41.8K | 0.03% | −121−8.7% | Reduced |
| REAP Financial Group, LLC | 1,251 | $41.4K | 0.01% | +1,251 | New |
| CVA Family Office, LLC | 1,210 | $40.1K | 0.01% | +1,210 | New |
| Nordwand Advisors, LLC | 1,190 | $39.4K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 1,158 | $38.9K | 0.00% | +1,158 | New |
| Armstrong Advisory Group, Inc | 1,152 | $38.2K | 0.00% | −360−23.8% | Reduced |
| Desjardins Global Asset Management Inc. | 1,143 | $37.9K | 0.00% | −1,785−61.0% | Reduced |
| NBT Bank N A | 1,106 | $36.7K | 0.00% | +1,106 | New |
| Quarry LP | 1,104 | $36.6K | 0.02% | +714+183.1% | Added |
| Ronald Blue Trust, Inc. | 1,314 | $35.0K | 0.00% | +574+77.6% | Added |
| Larson Financial Group LLC | 1,000 | $33.1K | 0.00% | +1,000 | New |
| Gradient Investments LLC | 965 | $32.0K | 0.00% | −1,160−54.6% | Reduced |
| Glassman Wealth Services | 910 | $30.2K | 0.00% | −82−8.3% | Reduced |
| Washington Trust Co | 874 | $29.0K | 0.00% | −976−52.8% | Reduced |
| Lindbrook Capital, LLC | 861 | $28.5K | 0.00% | −127−12.9% | Reduced |
| Central Trust Co | 829 | $27.5K | 0.00% | +129+18.4% | Added |
| Groupama Asset Managment | 821 | $27.2K | 0.00% | +821 | New |
| Leonteq Securities AG | 808 | $26.8K | 0.00% | −379−31.9% | Reduced |
| AlphaMark Advisors, LLC | 769 | $25.0K | 0.01% | +141+22.5% | Added |