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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 37,710 | $1.37M | 0.04% | +1,892+5.3% | Added |
| Atria Investments LLC | 37,702 | $1.37M | 0.02% | +6,681+21.5% | Added |
| StoneX Group Inc. | 37,467 | $1.36M | 0.12% | +7,142+23.6% | Added |
| B.O.S.S. Retirement Advisors, LLC | 40,717 | $1.35M | 0.52% | −4,647−10.2% | Reduced |
| Thrivent Financial for Lutherans | 36,954 | $1.34M | 0.00% | −58,438−61.3% | Reduced |
| PGGM Investments | 36,686 | $1.33M | 0.02% | +36,686 | New |
| Staley Capital Advisers Inc | 36,148 | $1.31M | 0.06% | 00.0% | Unchanged |
| Sciencast Management LP | 35,596 | $1.29M | 0.79% | +35,596 | New |
| Kentucky Retirement Systems | 35,406 | $1.28M | 0.04% | −1,897−5.1% | Reduced |
| Savant Capital, LLC | 34,504 | $1.25M | 0.01% | +22,397+185.0% | Added |
| Ontario Teachers Pension Plan Board | 34,304 | $1.24M | 0.01% | +5,559+19.3% | Added |
| Wellington Shields & Co., LLC | 34,000 | $1.23M | 0.41% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 36,860 | $1.21M | 0.02% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 33,406 | $1.21M | 0.26% | +33,406 | New |
| Mesirow Institutional Investment Management, Inc. | 33,370 | $1.21M | 0.11% | +33,370 | New |
| Allianz Asset Management GmbH | 33,121 | $1.20M | 0.00% | −39,726−54.5% | Reduced |
| Assenagon Asset Management S.A. | 33,017 | $1.20M | 0.00% | −1,036,838−96.9% | Reduced |
| Assetmark, Inc | 32,938 | $1.20M | 0.00% | +3,825+13.1% | Added |
| Duality Advisers, LP | 32,503 | $1.18M | 0.12% | +32,503 | New |
| Ossiam | 32,477 | $1.18M | 0.02% | +21,763+203.1% | Added |
| Meeder Asset Management Inc | 32,450 | $1.18M | 0.07% | −26,654−45.1% | Reduced |
| Pacer Advisors, Inc. | 32,372 | $1.17M | 0.00% | +772+2.4% | Added |
| LifePro Asset Management | 32,283 | $1.17M | 0.77% | −88,430−73.3% | Reduced |
| Brinker Capital Investments, LLC | 31,986 | $1.16M | 0.01% | +5,459+20.6% | Added |
| Orion Portfolio Solutions, LLC | 31,986 | $1.16M | 0.01% | +5,459+20.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 31,957 | $1.16M | 0.21% | −138,391−81.2% | Reduced |
| US Bancorp | 31,829 | $1.16M | 0.00% | −500−1.5% | Reduced |
| Proequities, Inc. | 30,887 | $1.12M | 0.07% | +90+0.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 30,870 | $1.12M | 0.00% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 30,610 | $1.11M | 1.80% | 00.0% | Unchanged |
| Hartford Investment Management Co | 30,164 | $1.09M | 0.04% | −1,173−3.7% | Reduced |
| Verition Fund Management LLC | 29,816 | $1.08M | 0.01% | +23,219+352.0% | Added |
| Qsemble Capital Management, LP | 29,624 | $1.08M | 0.23% | +29,624 | New |
| AlTi Global, Inc. | 28,948 | $1.05M | 0.03% | +638+2.3% | Added |
| Intrust Bank NA | 28,757 | $1.04M | 0.11% | +1,201+4.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 28,577 | $1.04M | 0.04% | +28,577 | New |
| Inceptionr LLC | 28,429 | $1.03M | 0.27% | +28,429 | New |
| SeaCrest Wealth Management, LLC | 28,021 | $1.02M | 0.12% | −492−1.7% | Reduced |
| Securian Asset Management, Inc | 27,459 | $996.5K | 0.03% | −2,067−7.0% | Reduced |
| Crossmark Global Holdings, Inc. | 27,466 | $996.0K | 0.02% | +2,322+9.2% | Added |
| M&T Bank Corp | 27,427 | $995.6K | 0.00% | −3,532−11.4% | Reduced |
| Louisiana State Employees Retirement System | 27,100 | $983.5K | 0.02% | −1,100−3.9% | Reduced |
| My Legacy Advisors, LLC | 27,036 | $981.1K | 0.33% | +1,045+4.0% | Added |
| Fifth Third Bancorp | 26,737 | $970.3K | 0.00% | +418+1.6% | Added |
| Old Port Advisors | 26,735 | $970.2K | 0.30% | +8,826+49.3% | Added |
| Brown, Lisle/Cummings, Inc. | 26,595 | $965.1K | 0.33% | +1,335+5.3% | Added |
| Parallax Volatility Advisers, L.P. | 26,594 | $965.1K | 0.03% | +12,788+92.6% | Added |
| Ransom Advisory, Ltd | 26,075 | $946.3K | 0.50% | +26,075 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 25,798 | $936.3K | 0.01% | +3,861+17.6% | Added |
| UniSuper Management Pty Ltd | 25,692 | $932.4K | 0.01% | +23,449+1,045.4% | Added |
| Credit Agricole S A | 28,322 | $931.8K | 0.02% | +15,131+114.7% | Added |
| Lloyd Advisory Services, LLC. | 25,620 | $929.8K | 0.20% | +25,620 | New |
| Northwestern Mutual Wealth Management Co | 25,592 | $928.8K | 0.00% | −6,212−19.5% | Reduced |
| Independent Financial Group, LLC | 25,590 | $928.7K | 0.04% | −2,016−7.3% | Reduced |
| First Hawaiian Bank | 25,435 | $923.0K | 0.03% | −2,490−8.9% | Reduced |
| Hamilton Capital Partners Inc. | 25,402 | $921.8K | 0.11% | +9,002+54.9% | Added |
| Federated Hermes, Inc. | 25,114 | $911.4K | 0.00% | −2,987−10.6% | Reduced |
| CBOE Vest Financial, LLC | 25,029 | $908.3K | 0.02% | −354,433−93.4% | Reduced |
| Brevan Howard Capital Management LP | 24,934 | $904.9K | 0.08% | −3,874−13.4% | Reduced |
| Oppenheimer & Co Inc | 24,918 | $904.3K | 0.01% | +908+3.8% | Added |
| Qube Research & Technologies Ltd | 24,805 | $900.2K | 0.00% | −1,730,509−98.6% | Reduced |
| ISAM Funds (UK) Ltd | 24,202 | $878.3K | 0.50% | +24,202 | New |
| Strategic Advisors LLC | 24,200 | $878.2K | 0.17% | 00.0% | Unchanged |
| Minerva Advisors LLC | 23,585 | $855.7K | 0.52% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 23,500 | $853.0K | 0.03% | −1,700−6.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 23,227 | $842.9K | 0.11% | −546−2.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 23,192 | $841.6K | 0.23% | +265+1.2% | Added |
| CWM, LLC | 22,981 | $834.0K | 0.00% | −62−0.3% | Reduced |
| Pitcairn Co | 22,887 | $830.6K | 0.05% | +14,329+167.4% | Added |
| Glenmede Trust Co NA | 22,809 | $827.7K | 0.00% | −177−0.8% | Reduced |
| Everence Capital Management Inc | 22,720 | $825.0K | 0.05% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 22,603 | $820.3K | 0.00% | +1,260+5.9% | Added |
| Brandes Investment Partners, LP | 22,545 | $818.2K | 0.01% | +9,537+73.3% | Added |
| SageView Advisory Group, LLC | 21,944 | $796.4K | 0.05% | −342−1.5% | Reduced |
| Ramiah Investment Group | 21,581 | $783.2K | 0.74% | −1,984−8.4% | Reduced |
| XTX Topco Ltd | 21,494 | $780.0K | 0.11% | +21,494 | New |
| Lincoln National Corp | 21,358 | $775.1K | 0.01% | +196+0.9% | Added |
| Boston Private Wealth LLC | 21,333 | $774.2K | 0.02% | −215−1.0% | Reduced |
| Romano Brothers and Company | 21,154 | $767.7K | 0.11% | −100−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 20,875 | $758.0K | 0.01% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 20,680 | $750.5K | 0.03% | +20,680 | New |
| Gallagher Fiduciary Advisors, LLC | 20,670 | $750.1K | 0.03% | −1,290−5.9% | Reduced |
| Csenge Advisory Group | 20,423 | $741.2K | 0.04% | +1,506+8.0% | Added |
| Graham Capital Management, L.P. | 20,299 | $736.7K | 0.02% | −297,926−93.6% | Reduced |
| Verdad Advisers, LP | 20,000 | $725.8K | 0.79% | −15,000−42.9% | Reduced |
| Par Capital Management Inc | 20,000 | $725.8K | 0.02% | +20,000 | New |
| Prudential PLC | 19,030 | $690.6K | 0.01% | −62,317−76.6% | Reduced |
| Toroso Investments, LLC | 19,022 | $688.3K | 0.01% | −3,422−15.2% | Reduced |
| Metropolitan Life Insurance Co | 18,803 | $682.4K | 0.03% | −173−0.9% | Reduced |
| Kestra Advisory Services, LLC | 18,682 | $678.0K | 0.00% | +318+1.7% | Added |
| Apollon Wealth Management, LLC | 18,390 | $667.4K | 0.02% | +8,866+93.1% | Added |
| Connable Office Inc | 18,372 | $666.7K | 0.08% | +1,053+6.1% | Added |
| WBI Investments | 17,934 | $650.8K | 0.14% | +834+4.9% | Added |
| Panagora Asset Management Inc | 17,866 | $648.4K | 0.00% | −337,151−95.0% | Reduced |
| Coldstream Capital Management Inc | 17,824 | $646.8K | 0.02% | +2,793+18.6% | Added |
| Sequoia Financial Advisors, LLC | 17,694 | $642.1K | 0.01% | −52,369−74.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 17,603 | $638.8K | 0.17% | +17,603 | New |
| E. Ohman J:or Asset Management AB | 17,600 | $638.7K | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 17,500 | $635.1K | 0.00% | −162,501−90.3% | Reduced |
| Carl P. Sherr & Co., LLC | 17,228 | $625.2K | 0.35% | −4,288−19.9% | Reduced |