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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 377 | $13.7K | 0.01% | +107+39.6% | Added |
| Sachetta, LLC | 419 | $13.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 392 | $14.2K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | 500 | $18.1K | 0.04% | +500 | New |
| Venturi Wealth Management, LLC | 509 | $18.5K | 0.00% | +144+39.5% | Added |
| Pingora Partners LLC | 530 | $19.2K | 0.01% | +530 | New |
| GPS Wealth Strategies Group, LLC | 550 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $20.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 553 | $20.1K | 0.02% | +553 | New |
| Gradient Investments LLC | 570 | $20.7K | 0.00% | −395−40.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $21.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 629 | $22.8K | 0.00% | +5+0.8% | Added |
| Private Wealth Management Group, LLC | 641 | $23.3K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 657 | $23.8K | 0.01% | +217+49.3% | Added |
| Quarry LP | 678 | $24.6K | 0.01% | −426−38.6% | Reduced |
| Canton Hathaway, LLC | 730 | $26.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 735 | $26.0K | 0.00% | +65+9.7% | Added |
| Carolinas Wealth Consulting LLC | 717 | $26.0K | 0.01% | −6−0.8% | Reduced |
| Jones Financial Companies LLLP | 727 | $26.4K | 0.00% | +616+555.0% | Added |
| AlphaMark Advisors, LLC | 769 | $28.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 812 | $29.5K | 0.00% | −17−2.1% | Reduced |
| Groupama Asset Managment | 821 | $29.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 898 | $33.0K | 0.00% | +670+293.9% | Added |
| Brown Brothers Harriman & Co | 917 | $33.3K | 0.00% | +236+34.7% | Added |
| Lindbrook Capital, LLC | 928 | $33.7K | 0.00% | +67+7.8% | Added |
| Benjamin Edwards Inc | 923 | $34.0K | 0.01% | −1,726−65.2% | Reduced |
| Larson Financial Group LLC | 1,000 | $36.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,152 | $38.2K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1,106 | $40.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,165 | $42.3K | 0.02% | +1,165 | New |
| Nordwand Advisors, LLC | 1,190 | $43.2K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,210 | $43.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,262 | $45.8K | 0.00% | −111−8.1% | Reduced |
| Zions Bancorporation, N.A. | 1,295 | $47.0K | 0.00% | −34−2.6% | Reduced |
| Point72 (DIFC) Ltd | 1,329 | $48.2K | 0.00% | +1,329 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,371 | $49.8K | 0.00% | +987+257.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,380 | $50.1K | 0.03% | −109−7.3% | Reduced |
| Delta Asset Management LLC | 1,398 | $50.7K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,406 | $51.0K | 0.00% | −14,493−91.2% | Reduced |
| Deseret Mutual Benefit Administrators | 1,545 | $56.1K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,682 | $61.0K | 0.00% | +42+2.6% | Added |
| Parkside Financial Bank & Trust | 1,719 | $62.4K | 0.01% | +160+10.3% | Added |
| Paradigm Asset Management Co LLC | 1,749 | $63.5K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 1,844 | $66.9K | 0.00% | −146−7.3% | Reduced |
| Mather Group, LLC. | 2,061 | $68.3K | 0.00% | +2,061 | New |
| Alta Advisers Ltd | 1,900 | $69.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,912 | $69.0K | 0.01% | −227−10.6% | Reduced |
| First Financial Corp | 1,950 | $70.8K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,014 | $73.1K | 0.00% | +1,758+686.7% | Added |
| Clearstead Advisors, LLC | 2,050 | $73.7K | 0.00% | −852−29.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,080 | $75.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,125 | $75.7K | 0.00% | +265+14.2% | Added |
| Salomon & Ludwin, LLC | 2,140 | $77.7K | 0.01% | +2,140 | New |
| Global Retirement Partners, LLC | 2,182 | $79.2K | 0.00% | −206−8.6% | Reduced |
| Ci Investments Inc. | 2,361 | $86.0K | 0.00% | +1,014+75.3% | Added |
| Smartleaf Asset Management LLC | 2,843 | $101.8K | 0.02% | +2,554+883.7% | Added |
| GWM Advisors LLC | 2,857 | $103.7K | 0.00% | −186−6.1% | Reduced |
| Abich Financial Wealth Management LLC | 2,916 | $105.8K | 0.08% | +879+43.2% | Added |
| FSC Wealth Advisors, LLC | 2,964 | $107.6K | 0.08% | +5+0.2% | Added |
| Quent Capital, LLC | 3,020 | $109.6K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 3,056 | $110.9K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,091 | $112.2K | 0.00% | +1,777+135.2% | Added |
| Register Financial Advisors LLC | 3,149 | $114.3K | 0.06% | +3,149 | New |
| CIBC Private Wealth Group, LLC | 3,307 | $117.9K | 0.00% | +3,307 | New |
| Point72 Hong Kong Ltd | 3,546 | $128.7K | 0.01% | −10,549−74.8% | Reduced |
| Parallel Advisors, LLC | 3,813 | $138.4K | 0.00% | −6−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,440 | $151.4K | 0.01% | −352−7.3% | Reduced |
| GAMMA Investing LLC | 4,205 | $152.6K | 0.03% | +475+12.7% | Added |
| Covestor Ltd | 4,417 | $160.0K | 0.10% | −1,891−30.0% | Reduced |
| Harbour Investments, Inc. | 4,516 | $163.9K | 0.01% | +124+2.8% | Added |
| Principal Securities, Inc. | 4,523 | $164.1K | 0.01% | +318+7.6% | Added |
| Signaturefd, LLC | 4,791 | $173.9K | 0.00% | −177−3.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,043 | $183.0K | 0.01% | −408−7.5% | Reduced |
| Raleigh Capital Management Inc. | 5,345 | $193.9K | 0.08% | +312+6.2% | Added |
| Prospera Financial Services Inc | 5,514 | $200.2K | 0.01% | +5,514 | New |
| Intech Investment Management LLC | 5,544 | $201.2K | 0.00% | +5,544 | New |
| First Horizon Advisors, Inc. | 5,553 | $201.5K | 0.01% | +783+16.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 5,625 | $204.0K | 0.00% | −1,500−21.1% | Reduced |
| Gries Financial LLC | 5,623 | $204.1K | 0.03% | +5,623 | New |
| Cubist Systematic Strategies, LLC | 5,693 | $206.6K | 0.00% | −172,687−96.8% | Reduced |
| Ballentine Partners, LLC | 5,715 | $207.4K | 0.00% | +5,715 | New |
| Ancora Advisors, LLC | 5,722 | $207.7K | 0.00% | −3,571−38.4% | Reduced |
| Richardson Financial Services Inc. | 5,730 | $207.9K | 0.15% | −125−2.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,736 | $208.2K | 0.00% | +440+8.3% | Added |
| Oak Thistle LLC | 5,761 | $209.1K | 0.19% | −31,435−84.5% | Reduced |
| Umb Bank N A | 5,781 | $209.8K | 0.00% | −200−3.3% | Reduced |
| Delta Financial Group, Inc. | 5,777 | $210.0K | 0.06% | −1,694−22.7% | Reduced |
| Cidel Asset Management Inc | 5,882 | $213.5K | 0.02% | +5,882 | New |
| Trust Asset Management LLC | 5,889 | $213.7K | 0.02% | +5,889 | New |
| IFP Advisors, Inc | 5,890 | $213.7K | 0.01% | −64−1.1% | Reduced |
| Triasima Portfolio Management inc. | 5,928 | $215.1K | 0.02% | +5,928 | New |
| Empowered Funds, LLC | 5,996 | $217.6K | 0.00% | −2,399−28.6% | Reduced |
| Quadrant Capital Group LLC | 6,002 | $217.8K | 0.02% | −264−4.2% | Reduced |
| Merit Financial Group, LLC | 6,170 | $218.4K | 0.01% | +6,170 | New |
| Crumly & Associates Inc. | 6,029 | $218.8K | 0.06% | +6,029 | New |
| Two Sigma Securities, LLC | 6,087 | $220.9K | 0.01% | +6,087 | New |
| Sapient Capital LLC | 6,307 | $228.9K | 0.01% | −1,374−17.9% | Reduced |
| KC Investment Advisors, LLC | 6,321 | $229.4K | 0.12% | +15+0.2% | Added |
| Commerzbank Aktiengesellschaft | 6,337 | $230.0K | 0.01% | +6,337 | New |