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 |
|---|---|---|---|---|---|
| United Capital Financial Advisers, LLC | 17,051 | $618.8K | 0.01% | −36,775−68.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 16,800 | $609.7K | 0.08% | −200−1.2% | Reduced |
| Keybank National Association | 16,745 | $607.7K | 0.00% | −11,021−39.7% | Reduced |
| Empirical Finance, LLC | 16,739 | $607.5K | 0.04% | +563+3.5% | Added |
| United Services Automobile Association | 16,685 | $605.5K | 0.01% | −2,826−14.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 16,400 | $595.2K | 0.17% | +16,400 | New |
| Gotham Asset Management, LLC | 16,179 | $587.1K | 0.01% | −5,320−24.7% | Reduced |
| Norinchukin Bank, The | 16,159 | $586.4K | 0.02% | −224−1.4% | Reduced |
| Salzhauer Michael | 15,801 | $573.4K | 0.46% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 15,733 | $571.0K | 0.04% | +10,637+208.7% | Added |
| Quest Partners LLC | 15,624 | $567.0K | 0.10% | −21,452−57.9% | Reduced |
| Pointe Capital Management LLC | 15,571 | $565.1K | 0.35% | 00.0% | Unchanged |
| Blair William & Co | 15,541 | $564.0K | 0.00% | −5,094−24.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 15,386 | $558.4K | 0.04% | −1,224−7.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,320 | $556.0K | 0.02% | +1,700+12.5% | Added |
| Greenleaf Trust | 15,260 | $553.8K | 0.01% | +195+1.3% | Added |
| Altfest L J & Co Inc | 15,211 | $552.0K | 0.08% | −594−3.8% | Reduced |
| Metis Global Partners, LLC | 14,987 | $543.9K | 0.02% | −310−2.0% | Reduced |
| De Lisle Partners LLP | 14,863 | $539.3K | 0.12% | +14,863 | New |
| Northwestern Mutual Investment Management Company, LLC | 14,794 | $536.9K | 0.01% | +36+0.2% | Added |
| Walleye Trading LLC | 14,689 | $533.1K | 0.01% | −1,432−8.9% | Reduced |
| AXA S.A. | 14,425 | $523.5K | 0.00% | −27−0.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 14,408 | $522.9K | 0.06% | +1,313+10.0% | Added |
| Ieq Capital, LLC | 14,245 | $516.9K | 0.01% | +46+0.3% | Added |
| Clear Harbor Asset Management, LLC | 14,135 | $513.0K | 0.05% | +2,070+17.2% | Added |
| Compass Wealth Management LLC | 14,125 | $512.6K | 0.13% | −7,650−35.1% | Reduced |
| New England Research & Management, Inc. | 14,105 | $512.0K | 0.25% | −50−0.4% | Reduced |
| Commerce Bank | 13,758 | $499.3K | 0.00% | −993−6.7% | Reduced |
| Impact Partnership Wealth, LLC | 13,619 | $494.2K | 0.20% | −2,708−16.6% | Reduced |
| Archer Investment Corp | 13,613 | $494.0K | 0.15% | +1,500+12.4% | Added |
| Ostrum Asset Management | 13,584 | $493.0K | 0.04% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 13,565 | $492.3K | 0.03% | +13,565 | New |
| Pinnacle Financial Partners Inc | 13,564 | $492.2K | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 13,472 | $488.9K | 0.01% | +13,472 | New |
| V-Square Quantitative Management LLC | 12,994 | $471.6K | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 12,954 | $469.0K | 0.00% | −1,258−8.9% | Reduced |
| TD Private Client Wealth LLC | 12,919 | $468.8K | 0.02% | +1,220+10.4% | Added |
| Tokio Marine Asset Management Co Ltd | 12,688 | $460.4K | 0.02% | −1,467−10.4% | Reduced |
| Rakuten Investment Management, Inc. | 12,538 | $455.0K | 0.00% | +11,380+982.7% | Added |
| Intrua Financial, LLC | 12,347 | $448.1K | 0.07% | +230+1.9% | Added |
| Swiss Life Asset Management Ltd | 12,034 | $436.7K | 0.01% | −79,868−86.9% | Reduced |
| Pinnacle Holdings, LLC | 11,895 | $431.7K | 0.17% | −130−1.1% | Reduced |
| Teacher Retirement System of Texas | 11,859 | $430.0K | 0.00% | −9,893−45.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,644 | $423.0K | 0.01% | −4,799−29.2% | Reduced |
| Sherbrooke Park Advisers LLC | 11,621 | $421.7K | 0.08% | +3,674+46.2% | Added |
| Gladstone Institutional Advisory LLC | 11,508 | $417.6K | 0.02% | −66−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,460 | $415.9K | 0.02% | +1,991+21.0% | Added |
| Lauer Wealth, LLC | 12,314 | $413.4K | 0.36% | −419−3.3% | Reduced |
| Old National Bancorp | 11,299 | $410.0K | 0.01% | +2,667+30.9% | Added |
| Profund Advisors LLC | 11,260 | $408.6K | 0.02% | −2,757−19.7% | Reduced |
| NEOS Investment Management LLC | 11,210 | $406.8K | 0.03% | +4,588+69.3% | Added |
| HB Wealth Management, LLC | 11,140 | $404.3K | 0.01% | +2,529+29.4% | Added |
| Bleakley Financial Group, LLC | 11,027 | $400.2K | 0.01% | +385+3.6% | Added |
| Simplicity Wealth,LLC | 11,019 | $399.9K | 0.01% | +11,019 | New |
| Cobblestone Capital Advisors LLC | 10,919 | $396.2K | 0.02% | +903+9.0% | Added |
| Wealthspire Advisors, LLC | 10,867 | $394.4K | 0.01% | −204−1.8% | Reduced |
| Penserra Capital Management LLC | 10,752 | $388.0K | 0.00% | −2,058−16.1% | Reduced |
| Diversified Trust Co | 10,532 | $382.2K | 0.01% | +570+5.7% | Added |
| Kinneret Advisory, LLC | 10,322 | $374.6K | 0.04% | −32−0.3% | Reduced |
| Advisors Asset Management, Inc. | 10,053 | $364.8K | 0.01% | −4,452−30.7% | Reduced |
| Veriti Management LLC | 10,015 | $363.5K | 0.03% | +1,230+14.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $362.9K | 0.11% | 00.0% | Unchanged |
| Cedrus LLC | 9,977 | $362.1K | 0.20% | −2,017−16.8% | Reduced |
| Sterling Investment Counsel, LLC | 9,908 | $359.6K | 0.17% | +630+6.8% | Added |
| Greenwich Investment Management, Inc. | 9,900 | $359.0K | 0.28% | −2,275−18.7% | Reduced |
| GTS Securities LLC | 9,704 | $352.2K | 0.01% | −23,933−71.2% | Reduced |
| Tower Research Capital LLC (TRC) | 9,465 | $343.5K | 0.01% | −56,046−85.6% | Reduced |
| Meeder Advisory Services, Inc. | 9,426 | $342.1K | 0.03% | +110+1.2% | Added |
| Centennial Wealth Advisory LLC | 9,397 | $341.0K | 0.16% | −320−3.3% | Reduced |
| Montchanin Asset Management, LLC | 9,400 | $341.0K | 0.33% | +9,400 | New |
| Arkadios Wealth Advisors | 9,393 | $340.9K | 0.03% | −17−0.2% | Reduced |
| Stephens Inc | 9,369 | $340.0K | 0.01% | −225−2.3% | Reduced |
| International Private Wealth Advisors LLC | 9,230 | $335.0K | 0.65% | +9,230 | New |
| Hall Capital Management Co Inc | 8,964 | $325.3K | 0.16% | −1,551−14.8% | Reduced |
| DoubleLine ETF Adviser LP | 8,931 | $324.1K | 0.08% | +1,106+14.1% | Added |
| Continuum Advisory, LLC | 8,850 | $318.8K | 0.05% | −2,479−21.9% | Reduced |
| Pinnacle Associates Ltd | 8,760 | $317.9K | 0.01% | +146+1.7% | Added |
| Ellevest, Inc. | 8,647 | $313.8K | 0.02% | +8,647 | New |
| Vestcor Inc | 8,550 | $310.0K | 0.01% | −150−1.7% | Reduced |
| Avantax Advisory Services, Inc. | 8,464 | $307.2K | 0.00% | −434−4.9% | Reduced |
| Leonteq Securities AG | 8,365 | $303.6K | 0.04% | +7,557+935.3% | Added |
| Ferguson Wellman Capital Management, Inc | 8,219 | $298.3K | 0.01% | −912−10.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 8,149 | $295.7K | 0.02% | −20,192−71.2% | Reduced |
| Fort Washington Investment Advisors Inc | 8,088 | $293.5K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,046 | $292.0K | 0.02% | +305+3.9% | Added |
| Family Asset Management, LLC | 8,044 | $291.9K | 0.18% | +125+1.6% | Added |
| Advisory Services Network, LLC | 8,028 | $291.3K | 0.01% | +211+2.7% | Added |
| Delap Wealth Advisory, LLC | 7,899 | $286.7K | 0.12% | +7,899 | New |
| Epoch Investment Partners, Inc. | 7,890 | $286.3K | 0.00% | −1,080−12.0% | Reduced |
| Oxford Asset Management LLP | 7,854 | $285.0K | 0.31% | +7,854 | New |
| Federation des caisses Desjardins du Quebec | 8,154 | $282.3K | 0.00% | +3,336+69.2% | Added |
| Moors & Cabot, Inc. | 7,674 | $278.5K | 0.02% | +7,674 | New |
| iA Global Asset Management Inc. | 7,659 | $278.0K | 0.01% | −3,502−31.4% | Reduced |
| Investment Management Corp of Ontario | 7,503 | $272.3K | 0.01% | −3,500−31.8% | Reduced |
| Vontobel Holding Ltd. | 7,470 | $271.1K | 0.00% | −8,929−54.4% | Reduced |
| 1620 Investment Advisors, Inc. | 7,396 | $268.4K | 0.27% | +85+1.2% | Added |
| Brookstone Capital Management | 7,375 | $267.6K | 0.00% | +96+1.3% | Added |
| Horan Securities, Inc. | 7,284 | $264.3K | 0.12% | +12+0.2% | Added |
| Lido Advisors, LLC | 7,265 | $263.7K | 0.00% | −50−0.7% | Reduced |
| Whittier Trust Co | 7,259 | $263.4K | 0.00% | 00.0% | Unchanged |