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, Q1 2024

Institutional positions in Citizens Financial Group Inc as of Mar 31, 2024. 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
720
+14 vs. Q4 2023
Shares held
425.8M
−8.93M (−2.1%) vs. Q4 2023
Total value
$15.4B
+$976.8M (+6.8%) vs. Q4 2023
New holders
91
246 more added
Sold out
77
280 more reduced

5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 720 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 heldQ1 2024: $15.4B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q4 2023.

Institutions holding CFG in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.17$00.00%+17New
Dogwood Wealth Management LLC0$20.00%0Unchanged
Gordian Capital Singapore Pte Ltd1$360.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$410.00%00.0%Unchanged
WestEnd Advisors, LLC2$730.00%+2New
RFP Financial Group LLC7$2550.00%00.0%Unchanged
Tfo-TDC, LLC8$2900.00%00.0%Unchanged
Tompkins Financial Corp8$2900.00%+8New
Old Point Trust & Financial Services N A14$5080.00%+14New
Creekmur Asset Management LLC14$5080.00%+14New
Cherry Tree Wealth Management, LLC18$6360.00%00.0%Unchanged
Main Street Group, LTD27$9650.00%+1+3.8%Added
ORG Partners LLC27$9680.00%+27New
Sandy Spring Bank27$9800.00%00.0%Unchanged
ClariVest Asset Management LLC28$1.00K0.00%00.0%Unchanged
Abound Wealth Management31$1.14K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC35$1.27K0.00%00.0%Unchanged
SJS Investment Consulting Inc.35$1.27K0.00%+4+12.9%Added
DiNuzzo Private Wealth, Inc.36$1.31K0.00%+3+9.1%Added
TFC Financial Management37$1.34K0.00%+37New
First Personal Financial Services38$1.36K0.00%−50−56.8%Reduced
Cedar Mountain Advisors, LLC39$1.42K0.00%00.0%Unchanged
Colonial Trust Advisors41$1.49K0.00%−101−71.1%Reduced
Center for Financial Planning, Inc.43$1.56K0.00%00.0%Unchanged
First Pacific Financial44$1.60K0.00%+44New
Dunhill Financial, LLC47$1.72K0.00%+7+17.5%Added
Raffa Wealth Management, LLC49$1.78K0.00%00.0%Unchanged
Hoey Investments, Inc50$1.81K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC50$1.81K0.00%00.0%Unchanged
Westend Capital Management, LLC50$1.81K0.00%+50New
Beaird Harris Wealth Management, LLC54$1.96K0.00%−86−61.4%Reduced
Global Financial Private Client, LLC56$2.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.55$2.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.29$2.00K0.00%−2−6.5%Reduced
Johnson Financial Group, Inc.58$2.10K0.00%−2,000−97.2%Reduced
Highline Wealth Partners LLC58$2.10K0.00%00.0%Unchanged
Sound Income Strategies, LLC60$2.18K0.00%+3+5.3%Added
MCF Advisors LLC64$2.32K0.00%+10+18.5%Added
Bokf, NA66$2.35K0.00%−59−47.2%Reduced
Key Financial Inc67$2.43K0.00%00.0%Unchanged
CoreFirst Bank & Trust67$2.43K0.00%00.0%Unchanged
Bell Investment Advisors, Inc71$2.58K0.00%00.0%Unchanged
Truvestments Capital LLC75$2.72K0.00%00.0%Unchanged
CoreCap Advisors, LLC75$2.74K0.00%+75New
Asset Dedication, LLC70$3.00K0.00%00.0%Unchanged
Avion Wealth75$3.00K0.00%+32+74.4%Added
Tyler-Stone Wealth Management84$3.05K0.00%00.0%Unchanged
AdvisorNet Financial, Inc86$3.12K0.00%+42+95.5%Added
Rakuten Securities, Inc.86$3.12K0.00%+84+4,200.0%Added
Pacific Capital Wealth Advisors, Inc96$3.48K0.00%+96New
Cornerstone Planning Group LLC101$3.58K0.00%+14+16.1%Added
WR Wealth Planners, LLC108$3.92K0.00%+108New
Jackson, Grant Investment Advisers, Inc.112$4.06K0.00%00.0%Unchanged
Fortitude Family Office, LLC114$4.14K0.00%+114New
Annis Gardner Whiting Capital Advisors, LLC115$4.17K0.00%+17+17.3%Added
Piscataqua Savings Bank125$4.54K0.00%00.0%Unchanged
Robbins Farley LLC125$4.54K0.00%00.0%Unchanged
Beacon Capital Management, LLC135$4.90K0.00%00.0%Unchanged
Salem Investment Counselors Inc135$4.90K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC128$5.00K0.00%+25+24.3%Added
Prestige Wealth Management Group LLC144$5.23K0.00%00.0%Unchanged
Investors Research Corp145$5.26K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC146$5.29K0.00%00.0%Unchanged
Castleview Partners, LLC146$5.30K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.159$5.77K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC164$5.95K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc175$6.00K0.01%00.0%Unchanged
JFS Wealth Advisors, LLC167$6.06K0.00%−18−9.7%Reduced
REAP Financial Group, LLC170$6.16K0.00%−1,081−86.4%Reduced
Crewe Advisors LLC171$6.21K0.00%+171New
Private Ocean, LLC173$6.28K0.00%00.0%Unchanged
FWL Investment Management, LLC180$6.53K0.00%+180New
NVWM, LLC187$6.79K0.00%−379−67.0%Reduced
SRS Capital Advisors, Inc.188$6.82K0.00%00.0%Unchanged
North Star Investment Management Corp.200$7.26K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC209$7.58K0.00%00.0%Unchanged
Creative Financial Designs Inc210$7.62K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC217$7.88K0.01%−66−23.3%Reduced
Barrett & Company, Inc.218$7.91K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC220$7.98K0.00%+220New
Financial Synergies Wealth Advisors, Inc.224$8.13K0.00%+224New
Colonial Trust Co225$8.16K0.00%−23−9.3%Reduced
TD Waterhouse Canada Inc.237$8.30K0.00%00.0%Unchanged
Manchester Capital Management LLC236$8.56K0.00%+170+257.6%Added
West Paces Advisors Inc.238$8.64K0.00%00.0%Unchanged
Arlington Trust Co LLC244$8.86K0.00%−48−16.4%Reduced
Semmax Financial Advisors Inc.248$9.03K0.00%+3+1.2%Added
POM Investment Strategies, LLC257$9.33K0.01%+3+1.2%Added
Versant Capital Management, Inc258$9.36K0.00%−65−20.1%Reduced
BNP Paribas272$9.87K0.00%+272New
Cutler Group LP300$10.0K0.01%−1,498−83.3%Reduced
Washington Trust Co299$10.9K0.00%−575−65.8%Reduced
Citizens National Bank Trust Department300$10.9K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc325$11.8K0.00%00.0%Unchanged
Grove Bank & Trust330$12.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC339$12.3K0.00%−48−12.4%Reduced
BFSG, LLC350$12.7K0.00%00.0%Unchanged
Rothschild Investment LLC352$12.8K0.00%+80+29.4%Added
Concord Wealth Partners367$13.3K0.00%+125+51.7%Added
GoalVest Advisory LLC370$13.4K0.00%−160−30.2%Reduced