Skip to main content

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.

Other share classesCFG.PECFG.PHCFG.PI

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.

Institutional holdersQ4 2023: 711 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ4 2023: $14.4B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$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.

Institutions holding CFG in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capstone Investment Advisors, LLC752$24.9K0.00%−23,665−96.9%Reduced
Canton Hathaway, LLC730$24.0K0.01%+730New
Carolinas Wealth Consulting LLC723$24.0K0.01%−80−10.0%Reduced
Brown Brothers Harriman & Co681$22.6K0.00%00.0%Unchanged
Valley National Advisers Inc670$22.0K0.00%+70+11.7%Added
Private Wealth Management Group, LLC641$21.2K0.01%+641New
Spire Wealth Management624$20.3K0.00%+20+3.3%Added
Livforsakringsbolaget Skandia, Omsesidigt600$19.9K0.00%00.0%Unchanged
NVWM, LLC566$18.7K0.01%+1+0.2%Added
GPS Wealth Strategies Group, LLC550$18.2K0.00%00.0%Unchanged
Bank of New Hampshire550$18.2K0.01%00.0%Unchanged
GoalVest Advisory LLC530$17.6K0.01%+530New
Hobbs Group Advisors, LLC460$15.2K0.01%+460New
Carmichael Hill & Associates, Inc.440$14.6K0.01%−217−33.0%Reduced
Loomis Sayles & Co L P419$14.0K0.00%−274−39.5%Reduced
Sachetta, LLC419$13.9K0.01%+419New
West Oak Capital, LLC400$13.0K0.01%00.0%Unchanged
McIlrath & Eck, LLC392$13.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC387$12.8K0.00%+29+8.1%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC384$12.7K0.00%−50−11.5%Reduced
Venturi Wealth Management, LLC365$12.1K0.00%−58−13.7%Reduced
BFSG, LLC350$11.6K0.00%+350New
Grove Bank & Trust330$10.9K0.00%−130−28.3%Reduced
Farmers & Merchants Investments Inc325$10.8K0.00%00.0%Unchanged
Versant Capital Management, Inc323$10.7K0.00%+129+66.5%Added
Citizens National Bank Trust Department300$9.94K0.00%+300New
Smartleaf Asset Management LLC289$9.70K0.00%+289New
Arlington Trust Co LLC292$9.68K0.00%+292New
Bruce G. Allen Investments, LLC283$9.38K0.01%+283New
Rothschild Investment LLC272$9.01K0.00%+272New
Frazier Financial Advisors, LLC270$8.95K0.01%+270New
Whittier Trust Co of Nevada Inc256$8.48K0.00%+256New
POM Investment Strategies, LLC254$8.41K0.01%+254New
Colonial Trust Co248$8.22K0.00%+25+11.2%Added
Arlington Partners LLC244$8.09K0.00%+244New
Concord Wealth Partners242$8.02K0.00%−294−54.9%Reduced
GW&K Investment Management, LLC228$8.00K0.00%−2−0.9%Reduced
West Paces Advisors Inc.238$7.89K0.00%−228−48.9%Reduced
TD Waterhouse Canada Inc.237$7.66K0.00%+82+52.9%Added
Semmax Financial Advisors Inc.245$7.64K0.00%+4+1.7%Added
Barrett & Company, Inc.218$7.22K0.00%00.0%Unchanged
Creative Financial Designs Inc210$6.96K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC209$6.93K0.00%00.0%Unchanged
North Star Investment Management Corp.200$6.63K0.00%−22−9.9%Reduced
SRS Capital Advisors, Inc.188$6.23K0.00%+188New
JFS Wealth Advisors, LLC185$6.13K0.00%−70−27.5%Reduced
Pin Oak Investment Advisors Inc175$6.00K0.01%00.0%Unchanged
Private Ocean, LLC173$5.73K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC164$5.43K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.159$5.27K0.00%00.0%Unchanged
Castleview Partners, LLC146$4.84K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC146$4.83K0.00%−99−40.4%Reduced
Investors Research Corp145$4.80K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC144$4.77K0.00%+131+1,007.7%Added
Colonial Trust Advisors142$4.71K0.00%00.0%Unchanged
Eukles Asset Management140$4.64K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC140$4.64K0.00%+140New
Salem Investment Counselors Inc135$4.47K0.00%00.0%Unchanged
Robbins Farley LLC125$4.14K0.00%00.0%Unchanged
Bokf, NA125$4.14K0.00%+59+89.4%Added
Piscataqua Savings Bank125$4.14K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.112$3.71K0.00%00.0%Unchanged
Jones Financial Companies LLLP111$3.68K0.00%+96+640.0%Added
Caldwell Trust Co110$3.65K0.00%00.0%Unchanged
Beacon Capital Management, LLC135$3.62K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC107$3.55K0.00%+97+970.0%Added
Annis Gardner Whiting Capital Advisors, LLC98$3.25K0.00%+27+38.0%Added
Capital Advisors, Ltd. LLC103$3.00K0.00%+71+221.9%Added
First Personal Financial Services88$2.90K0.00%00.0%Unchanged
Cornerstone Planning Group LLC87$2.88K0.00%00.0%Unchanged
Tyler-Stone Wealth Management84$2.78K0.00%00.0%Unchanged
Baystate Wealth Management LLC77$2.56K0.00%+1+1.3%Added
Truvestments Capital LLC75$2.49K0.00%−69−47.9%Reduced
Bell Investment Advisors, Inc71$2.35K0.00%−95−57.2%Reduced
Key Financial Inc67$2.22K0.00%00.0%Unchanged
CoreFirst Bank & Trust67$2.22K0.00%00.0%Unchanged
Manchester Capital Management LLC66$2.19K0.00%+66New
Asset Dedication, LLC70$2.00K0.00%−954−93.2%Reduced
Transamerica Financial Advisors, Inc.31$2.00K0.00%00.0%Unchanged
Highline Wealth Partners LLC58$1.92K0.00%00.0%Unchanged
Sound Income Strategies, LLC57$1.89K0.00%+57New
Global Financial Private Client, LLC56$1.86K0.00%00.0%Unchanged
EntryPoint Capital, LLC56$1.86K0.00%+56New
Geneos Wealth Management Inc.55$1.82K0.00%+24+77.4%Added
MCF Advisors LLC54$1.79K0.00%−60−52.6%Reduced
Hoey Investments, Inc50$1.66K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC50$1.66K0.00%00.0%Unchanged
Raffa Wealth Management, LLC49$1.62K0.00%00.0%Unchanged
AdvisorNet Financial, Inc44$1.46K0.00%+44New
Center for Financial Planning, Inc.43$1.43K0.00%+43New
Dunhill Financial, LLC40$1.33K0.00%+40New
Cedar Mountain Advisors, LLC39$1.29K0.00%+39New
Kayne Anderson Rudnick Investment Management LLC35$1.16K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.33$1.09K0.00%+33New
Abound Wealth Management31$1.04K0.00%−15−32.6%Reduced
SJS Investment Consulting Inc.31$1.03K0.00%−9−22.5%Reduced
Avion Wealth43$1.00K0.00%−19−30.6%Reduced
ClariVest Asset Management LLC28$9400.00%+28New
Sandy Spring Bank27$8950.00%−51−65.4%Reduced
Main Street Group, LTD26$8850.00%+26New