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 | 861 | $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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 7,196 | $261.1K | 0.00% | −129−1.8% | Reduced |
| CAPROCK Group, Inc. | 7,140 | $259.1K | 0.01% | +7,140 | New |
| Capstone Investment Advisors, LLC | 7,068 | $256.5K | 0.00% | +6,316+839.9% | Added |
| Raymond James Trust N.A. | 7,056 | $256.1K | 0.01% | +182+2.6% | Added |
| Graypoint LLC | 6,977 | $253.2K | 0.02% | +6,977 | New |
| Allworth Financial LP | 6,942 | $251.9K | 0.00% | +64+0.9% | Added |
| Atria Wealth Solutions, Inc. | 6,817 | $247.4K | 0.00% | +648+10.5% | Added |
| Skopos Labs, Inc. | 6,933 | $247.1K | 0.11% | −12−0.2% | Reduced |
| Horizon Investments, LLC | 6,874 | $246.4K | 0.01% | −484−6.6% | Reduced |
| Van Eck Associates Corp | 6,730 | $244.0K | 0.00% | +262+4.1% | Added |
| Equity Investment Corp | 6,717 | $243.8K | 0.01% | −305−4.3% | Reduced |
| Wedmont Private Capital | 6,947 | $243.1K | 0.02% | +823+13.4% | Added |
| Traphagen Investment Advisors LLC | 6,686 | $242.7K | 0.03% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 6,664 | $242.0K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,439 | $233.7K | 0.03% | −16−0.2% | Reduced |
| Paragon Capital Management Ltd | 6,426 | $233.2K | 0.04% | +75+1.2% | Added |
| Quadrature Capital Ltd | 6,424 | $233.1K | 0.00% | −73,270−91.9% | Reduced |
| Wetherby Asset Management Inc | 6,354 | $230.6K | 0.01% | −10−0.2% | Reduced |
| Klingenstein Fields & Co LP | 6,347 | $230.3K | 0.01% | −1,360−17.6% | Reduced |
| Lincoln Capital Corp | 6,340 | $230.1K | 0.10% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 6,337 | $230.0K | 0.01% | +6,337 | New |
| KC Investment Advisors, LLC | 6,321 | $229.4K | 0.12% | +15+0.2% | Added |
| Sapient Capital LLC | 6,307 | $228.9K | 0.01% | −1,374−17.9% | Reduced |
| Two Sigma Securities, LLC | 6,087 | $220.9K | 0.01% | +6,087 | New |
| Crumly & Associates Inc. | 6,029 | $218.8K | 0.06% | +6,029 | New |
| Merit Financial Group, LLC | 6,170 | $218.4K | 0.01% | +6,170 | New |
| Quadrant Capital Group LLC | 6,002 | $217.8K | 0.02% | −264−4.2% | Reduced |
| Empowered Funds, LLC | 5,996 | $217.6K | 0.00% | −2,399−28.6% | Reduced |
| Triasima Portfolio Management inc. | 5,928 | $215.1K | 0.02% | +5,928 | New |
| IFP Advisors, Inc | 5,890 | $213.7K | 0.01% | −64−1.1% | Reduced |
| Trust Asset Management LLC | 5,889 | $213.7K | 0.02% | +5,889 | New |
| Cidel Asset Management Inc | 5,882 | $213.5K | 0.02% | +5,882 | New |
| Delta Financial Group, Inc. | 5,777 | $210.0K | 0.06% | −1,694−22.7% | Reduced |
| Umb Bank N A | 5,781 | $209.8K | 0.00% | −200−3.3% | Reduced |
| Oak Thistle LLC | 5,761 | $209.1K | 0.19% | −31,435−84.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 5,736 | $208.2K | 0.00% | +440+8.3% | Added |
| Richardson Financial Services Inc. | 5,730 | $207.9K | 0.15% | −125−2.1% | Reduced |
| Ancora Advisors, LLC | 5,722 | $207.7K | 0.00% | −3,571−38.4% | Reduced |
| Ballentine Partners, LLC | 5,715 | $207.4K | 0.00% | +5,715 | New |
| Cubist Systematic Strategies, LLC | 5,693 | $206.6K | 0.00% | −172,687−96.8% | Reduced |
| Gries Financial LLC | 5,623 | $204.1K | 0.03% | +5,623 | New |
| Benjamin F. Edwards & Company, Inc. | 5,625 | $204.0K | 0.00% | −1,500−21.1% | Reduced |
| First Horizon Advisors, Inc. | 5,553 | $201.5K | 0.01% | +783+16.4% | Added |
| Intech Investment Management LLC | 5,544 | $201.2K | 0.00% | +5,544 | New |
| Prospera Financial Services Inc | 5,514 | $200.2K | 0.01% | +5,514 | New |
| Raleigh Capital Management Inc. | 5,345 | $193.9K | 0.08% | +312+6.2% | Added |
| Ameritas Investment Partners, Inc. | 5,043 | $183.0K | 0.01% | −408−7.5% | Reduced |
| Signaturefd, LLC | 4,791 | $173.9K | 0.00% | −177−3.6% | Reduced |
| Principal Securities, Inc. | 4,523 | $164.1K | 0.01% | +318+7.6% | Added |
| Harbour Investments, Inc. | 4,516 | $163.9K | 0.01% | +124+2.8% | Added |
| Covestor Ltd | 4,417 | $160.0K | 0.10% | −1,891−30.0% | Reduced |
| GAMMA Investing LLC | 4,205 | $152.6K | 0.03% | +475+12.7% | Added |
| EverSource Wealth Advisors, LLC | 4,440 | $151.4K | 0.01% | −352−7.3% | Reduced |
| Parallel Advisors, LLC | 3,813 | $138.4K | 0.00% | −6−0.2% | Reduced |
| Point72 Hong Kong Ltd | 3,546 | $128.7K | 0.01% | −10,549−74.8% | Reduced |
| CIBC Private Wealth Group, LLC | 3,307 | $117.9K | 0.00% | +3,307 | New |
| Register Financial Advisors LLC | 3,149 | $114.3K | 0.06% | +3,149 | New |
| Ronald Blue Trust, Inc. | 3,091 | $112.2K | 0.00% | +1,777+135.2% | Added |
| Highlander Capital Management, LLC | 3,056 | $110.9K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,020 | $109.6K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 2,964 | $107.6K | 0.08% | +5+0.2% | Added |
| Abich Financial Wealth Management LLC | 2,916 | $105.8K | 0.08% | +879+43.2% | Added |
| GWM Advisors LLC | 2,857 | $103.7K | 0.00% | −186−6.1% | Reduced |
| Smartleaf Asset Management LLC | 2,843 | $101.8K | 0.02% | +2,554+883.7% | Added |
| Ci Investments Inc. | 2,361 | $86.0K | 0.00% | +1,014+75.3% | Added |
| Global Retirement Partners, LLC | 2,182 | $79.2K | 0.00% | −206−8.6% | Reduced |
| Salomon & Ludwin, LLC | 2,140 | $77.7K | 0.01% | +2,140 | New |
| Farther Finance Advisors, LLC | 2,125 | $75.7K | 0.00% | +265+14.2% | Added |
| Cullen/Frost Bankers, Inc. | 2,080 | $75.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,050 | $73.7K | 0.00% | −852−29.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,014 | $73.1K | 0.00% | +1,758+686.7% | Added |
| First Financial Corp | 1,950 | $70.8K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,912 | $69.0K | 0.01% | −227−10.6% | Reduced |
| Alta Advisers Ltd | 1,900 | $69.0K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,061 | $68.3K | 0.00% | +2,061 | New |
| Huntington National Bank | 1,844 | $66.9K | 0.00% | −146−7.3% | Reduced |
| Paradigm Asset Management Co LLC | 1,749 | $63.5K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,719 | $62.4K | 0.01% | +160+10.3% | Added |
| Massmutual Trust Co FSB | 1,682 | $61.0K | 0.00% | +42+2.6% | Added |
| Deseret Mutual Benefit Administrators | 1,545 | $56.1K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,406 | $51.0K | 0.00% | −14,493−91.2% | Reduced |
| Delta Asset Management LLC | 1,398 | $50.7K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,380 | $50.1K | 0.03% | −109−7.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,371 | $49.8K | 0.00% | +987+257.0% | Added |
| Point72 (DIFC) Ltd | 1,329 | $48.2K | 0.00% | +1,329 | New |
| Zions Bancorporation, N.A. | 1,295 | $47.0K | 0.00% | −34−2.6% | Reduced |
| Private Trust Co NA | 1,262 | $45.8K | 0.00% | −111−8.1% | Reduced |
| CVA Family Office, LLC | 1,210 | $43.9K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,190 | $43.2K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,165 | $42.3K | 0.02% | +1,165 | New |
| NBT Bank N A | 1,106 | $40.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,152 | $38.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,000 | $36.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 923 | $34.0K | 0.01% | −1,726−65.2% | Reduced |
| Lindbrook Capital, LLC | 928 | $33.7K | 0.00% | +67+7.8% | Added |
| Brown Brothers Harriman & Co | 917 | $33.3K | 0.00% | +236+34.7% | Added |
| GW&K Investment Management, LLC | 898 | $33.0K | 0.00% | +670+293.9% | Added |
| Groupama Asset Managment | 821 | $29.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 812 | $29.5K | 0.00% | −17−2.1% | Reduced |
| AlphaMark Advisors, LLC | 769 | $28.0K | 0.01% | 00.0% | Unchanged |