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 |
|---|---|---|---|---|---|
| Lincoln Capital Corp | 6,340 | $230.1K | 0.10% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 6,347 | $230.3K | 0.01% | −1,360−17.6% | Reduced |
| Wetherby Asset Management Inc | 6,354 | $230.6K | 0.01% | −10−0.2% | Reduced |
| Quadrature Capital Ltd | 6,424 | $233.1K | 0.00% | −73,270−91.9% | Reduced |
| Paragon Capital Management Ltd | 6,426 | $233.2K | 0.04% | +75+1.2% | Added |
| Gilbert & Cook, Inc. | 6,439 | $233.7K | 0.03% | −16−0.2% | Reduced |
| Symmetry Partners, LLC | 6,664 | $242.0K | 0.02% | 00.0% | Unchanged |
| Traphagen Investment Advisors LLC | 6,686 | $242.7K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,947 | $243.1K | 0.02% | +823+13.4% | Added |
| Equity Investment Corp | 6,717 | $243.8K | 0.01% | −305−4.3% | Reduced |
| Van Eck Associates Corp | 6,730 | $244.0K | 0.00% | +262+4.1% | Added |
| Horizon Investments, LLC | 6,874 | $246.4K | 0.01% | −484−6.6% | Reduced |
| Skopos Labs, Inc. | 6,933 | $247.1K | 0.11% | −12−0.2% | Reduced |
| Atria Wealth Solutions, Inc. | 6,817 | $247.4K | 0.00% | +648+10.5% | Added |
| Allworth Financial LP | 6,942 | $251.9K | 0.00% | +64+0.9% | Added |
| Graypoint LLC | 6,977 | $253.2K | 0.02% | +6,977 | New |
| Raymond James Trust N.A. | 7,056 | $256.1K | 0.01% | +182+2.6% | Added |
| Capstone Investment Advisors, LLC | 7,068 | $256.5K | 0.00% | +6,316+839.9% | Added |
| CAPROCK Group, Inc. | 7,140 | $259.1K | 0.01% | +7,140 | New |
| Beacon Pointe Advisors, LLC | 7,196 | $261.1K | 0.00% | −129−1.8% | Reduced |
| Whittier Trust Co | 7,259 | $263.4K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 7,265 | $263.7K | 0.00% | −50−0.7% | Reduced |
| Horan Securities, Inc. | 7,284 | $264.3K | 0.12% | +12+0.2% | Added |
| Brookstone Capital Management | 7,375 | $267.6K | 0.00% | +96+1.3% | Added |
| 1620 Investment Advisors, Inc. | 7,396 | $268.4K | 0.27% | +85+1.2% | Added |
| Vontobel Holding Ltd. | 7,470 | $271.1K | 0.00% | −8,929−54.4% | Reduced |
| Investment Management Corp of Ontario | 7,503 | $272.3K | 0.01% | −3,500−31.8% | Reduced |
| iA Global Asset Management Inc. | 7,659 | $278.0K | 0.01% | −3,502−31.4% | Reduced |
| Moors & Cabot, Inc. | 7,674 | $278.5K | 0.02% | +7,674 | New |
| Federation des caisses Desjardins du Quebec | 8,154 | $282.3K | 0.00% | +3,336+69.2% | Added |
| Oxford Asset Management LLP | 7,854 | $285.0K | 0.31% | +7,854 | New |
| Epoch Investment Partners, Inc. | 7,890 | $286.3K | 0.00% | −1,080−12.0% | Reduced |
| Delap Wealth Advisory, LLC | 7,899 | $286.7K | 0.12% | +7,899 | New |
| Advisory Services Network, LLC | 8,028 | $291.3K | 0.01% | +211+2.7% | Added |
| Family Asset Management, LLC | 8,044 | $291.9K | 0.18% | +125+1.6% | Added |
| Dorsey & Whitney Trust CO LLC | 8,046 | $292.0K | 0.02% | +305+3.9% | Added |
| Fort Washington Investment Advisors Inc | 8,088 | $293.5K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 8,149 | $295.7K | 0.02% | −20,192−71.2% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,219 | $298.3K | 0.01% | −912−10.0% | Reduced |
| Leonteq Securities AG | 8,365 | $303.6K | 0.04% | +7,557+935.3% | Added |
| Avantax Advisory Services, Inc. | 8,464 | $307.2K | 0.00% | −434−4.9% | Reduced |
| Vestcor Inc | 8,550 | $310.0K | 0.01% | −150−1.7% | Reduced |
| Ellevest, Inc. | 8,647 | $313.8K | 0.02% | +8,647 | New |
| Pinnacle Associates Ltd | 8,760 | $317.9K | 0.01% | +146+1.7% | Added |
| Continuum Advisory, LLC | 8,850 | $318.8K | 0.05% | −2,479−21.9% | Reduced |
| DoubleLine ETF Adviser LP | 8,931 | $324.1K | 0.08% | +1,106+14.1% | Added |
| Hall Capital Management Co Inc | 8,964 | $325.3K | 0.16% | −1,551−14.8% | Reduced |
| International Private Wealth Advisors LLC | 9,230 | $335.0K | 0.65% | +9,230 | New |
| Stephens Inc | 9,369 | $340.0K | 0.01% | −225−2.3% | Reduced |
| Arkadios Wealth Advisors | 9,393 | $340.9K | 0.03% | −17−0.2% | Reduced |
| Montchanin Asset Management, LLC | 9,400 | $341.0K | 0.33% | +9,400 | New |
| Centennial Wealth Advisory LLC | 9,397 | $341.0K | 0.16% | −320−3.3% | Reduced |
| Meeder Advisory Services, Inc. | 9,426 | $342.1K | 0.03% | +110+1.2% | Added |
| Tower Research Capital LLC (TRC) | 9,465 | $343.5K | 0.01% | −56,046−85.6% | Reduced |
| GTS Securities LLC | 9,704 | $352.2K | 0.01% | −23,933−71.2% | Reduced |
| Greenwich Investment Management, Inc. | 9,900 | $359.0K | 0.28% | −2,275−18.7% | Reduced |
| Sterling Investment Counsel, LLC | 9,908 | $359.6K | 0.17% | +630+6.8% | Added |
| Cedrus LLC | 9,977 | $362.1K | 0.20% | −2,017−16.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $362.9K | 0.11% | 00.0% | Unchanged |
| Veriti Management LLC | 10,015 | $363.5K | 0.03% | +1,230+14.0% | Added |
| Advisors Asset Management, Inc. | 10,053 | $364.8K | 0.01% | −4,452−30.7% | Reduced |
| Kinneret Advisory, LLC | 10,322 | $374.6K | 0.04% | −32−0.3% | Reduced |
| Diversified Trust Co | 10,532 | $382.2K | 0.01% | +570+5.7% | Added |
| Penserra Capital Management LLC | 10,752 | $388.0K | 0.00% | −2,058−16.1% | Reduced |
| Wealthspire Advisors, LLC | 10,867 | $394.4K | 0.01% | −204−1.8% | Reduced |
| Cobblestone Capital Advisors LLC | 10,919 | $396.2K | 0.02% | +903+9.0% | Added |
| Simplicity Wealth,LLC | 11,019 | $399.9K | 0.01% | +11,019 | New |
| Bleakley Financial Group, LLC | 11,027 | $400.2K | 0.01% | +385+3.6% | Added |
| HB Wealth Management, LLC | 11,140 | $404.3K | 0.01% | +2,529+29.4% | Added |
| NEOS Investment Management LLC | 11,210 | $406.8K | 0.03% | +4,588+69.3% | Added |
| Profund Advisors LLC | 11,260 | $408.6K | 0.02% | −2,757−19.7% | Reduced |
| Old National Bancorp | 11,299 | $410.0K | 0.01% | +2,667+30.9% | Added |
| Lauer Wealth, LLC | 12,314 | $413.4K | 0.36% | −419−3.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,460 | $415.9K | 0.02% | +1,991+21.0% | Added |
| Gladstone Institutional Advisory LLC | 11,508 | $417.6K | 0.02% | −66−0.6% | Reduced |
| Sherbrooke Park Advisers LLC | 11,621 | $421.7K | 0.08% | +3,674+46.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 11,644 | $423.0K | 0.01% | −4,799−29.2% | Reduced |
| Teacher Retirement System of Texas | 11,859 | $430.0K | 0.00% | −9,893−45.5% | Reduced |
| Pinnacle Holdings, LLC | 11,895 | $431.7K | 0.17% | −130−1.1% | Reduced |
| Swiss Life Asset Management Ltd | 12,034 | $436.7K | 0.01% | −79,868−86.9% | Reduced |
| Intrua Financial, LLC | 12,347 | $448.1K | 0.07% | +230+1.9% | Added |
| Rakuten Investment Management, Inc. | 12,538 | $455.0K | 0.00% | +11,380+982.7% | Added |
| Tokio Marine Asset Management Co Ltd | 12,688 | $460.4K | 0.02% | −1,467−10.4% | Reduced |
| TD Private Client Wealth LLC | 12,919 | $468.8K | 0.02% | +1,220+10.4% | Added |
| Lazard Asset Management LLC | 12,954 | $469.0K | 0.00% | −1,258−8.9% | Reduced |
| V-Square Quantitative Management LLC | 12,994 | $471.6K | 0.08% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 13,472 | $488.9K | 0.01% | +13,472 | New |
| Pinnacle Financial Partners Inc | 13,564 | $492.2K | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 13,565 | $492.3K | 0.03% | +13,565 | New |
| Ostrum Asset Management | 13,584 | $493.0K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 13,613 | $494.0K | 0.15% | +1,500+12.4% | Added |
| Impact Partnership Wealth, LLC | 13,619 | $494.2K | 0.20% | −2,708−16.6% | Reduced |
| Commerce Bank | 13,758 | $499.3K | 0.00% | −993−6.7% | Reduced |
| New England Research & Management, Inc. | 14,105 | $512.0K | 0.25% | −50−0.4% | Reduced |
| Compass Wealth Management LLC | 14,125 | $512.6K | 0.13% | −7,650−35.1% | Reduced |
| Clear Harbor Asset Management, LLC | 14,135 | $513.0K | 0.05% | +2,070+17.2% | Added |
| Ieq Capital, LLC | 14,245 | $516.9K | 0.01% | +46+0.3% | Added |
| Kingswood Wealth Advisors, LLC | 14,408 | $522.9K | 0.06% | +1,313+10.0% | Added |
| AXA S.A. | 14,425 | $523.5K | 0.00% | −27−0.2% | Reduced |
| Walleye Trading LLC | 14,689 | $533.1K | 0.01% | −1,432−8.9% | Reduced |