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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 727 | $26.4K | 0.00% | +616+555.0% | Added |
| Carolinas Wealth Consulting LLC | 717 | $26.0K | 0.01% | −6−0.8% | 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 |
| Quarry LP | 678 | $24.6K | 0.01% | −426−38.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 657 | $23.8K | 0.01% | +217+49.3% | Added |
| Private Wealth Management Group, LLC | 641 | $23.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 629 | $22.8K | 0.00% | +5+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $21.8K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 570 | $20.7K | 0.00% | −395−40.9% | Reduced |
| Riverview Trust Co | 553 | $20.1K | 0.02% | +553 | 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 |
| Pingora Partners LLC | 530 | $19.2K | 0.01% | +530 | New |
| Venturi Wealth Management, LLC | 509 | $18.5K | 0.00% | +144+39.5% | Added |
| nVerses Capital, LLC | 500 | $18.1K | 0.04% | +500 | New |
| West Oak Capital, LLC | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 392 | $14.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 419 | $13.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 377 | $13.7K | 0.01% | +107+39.6% | Added |
| GoalVest Advisory LLC | 370 | $13.4K | 0.00% | −160−30.2% | Reduced |
| Concord Wealth Partners | 367 | $13.3K | 0.00% | +125+51.7% | Added |
| Rothschild Investment LLC | 352 | $12.8K | 0.00% | +80+29.4% | Added |
| BFSG, LLC | 350 | $12.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 339 | $12.3K | 0.00% | −48−12.4% | Reduced |
| Grove Bank & Trust | 330 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 325 | $11.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 299 | $10.9K | 0.00% | −575−65.8% | Reduced |
| Cutler Group LP | 300 | $10.0K | 0.01% | −1,498−83.3% | Reduced |
| BNP Paribas | 272 | $9.87K | 0.00% | +272 | New |
| Versant Capital Management, Inc | 258 | $9.36K | 0.00% | −65−20.1% | Reduced |
| POM Investment Strategies, LLC | 257 | $9.33K | 0.01% | +3+1.2% | Added |
| Semmax Financial Advisors Inc. | 248 | $9.03K | 0.00% | +3+1.2% | Added |
| Arlington Trust Co LLC | 244 | $8.86K | 0.00% | −48−16.4% | Reduced |
| West Paces Advisors Inc. | 238 | $8.64K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 236 | $8.56K | 0.00% | +170+257.6% | Added |
| TD Waterhouse Canada Inc. | 237 | $8.30K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 225 | $8.16K | 0.00% | −23−9.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 224 | $8.13K | 0.00% | +224 | New |
| Exchange Traded Concepts, LLC | 220 | $7.98K | 0.00% | +220 | New |
| Barrett & Company, Inc. | 218 | $7.91K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 217 | $7.88K | 0.01% | −66−23.3% | Reduced |
| Creative Financial Designs Inc | 210 | $7.62K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 209 | $7.58K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $7.26K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 188 | $6.82K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 187 | $6.79K | 0.00% | −379−67.0% | Reduced |
| FWL Investment Management, LLC | 180 | $6.53K | 0.00% | +180 | New |
| Private Ocean, LLC | 173 | $6.28K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 171 | $6.21K | 0.00% | +171 | New |
| REAP Financial Group, LLC | 170 | $6.16K | 0.00% | −1,081−86.4% | Reduced |
| JFS Wealth Advisors, LLC | 167 | $6.06K | 0.00% | −18−9.7% | Reduced |
| Pin Oak Investment Advisors Inc | 175 | $6.00K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $5.95K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $5.77K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $5.30K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 146 | $5.29K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $5.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $5.23K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 128 | $5.00K | 0.00% | +25+24.3% | Added |
| Salem Investment Counselors Inc | 135 | $4.90K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $4.90K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $4.54K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $4.54K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 115 | $4.17K | 0.00% | +17+17.3% | Added |
| Fortitude Family Office, LLC | 114 | $4.14K | 0.00% | +114 | New |
| Jackson, Grant Investment Advisers, Inc. | 112 | $4.06K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 108 | $3.92K | 0.00% | +108 | New |
| Cornerstone Planning Group LLC | 101 | $3.58K | 0.00% | +14+16.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 96 | $3.48K | 0.00% | +96 | New |
| AdvisorNet Financial, Inc | 86 | $3.12K | 0.00% | +42+95.5% | Added |
| Rakuten Securities, Inc. | 86 | $3.12K | 0.00% | +84+4,200.0% | Added |
| Tyler-Stone Wealth Management | 84 | $3.05K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 75 | $3.00K | 0.00% | +32+74.4% | Added |
| CoreCap Advisors, LLC | 75 | $2.74K | 0.00% | +75 | New |
| Truvestments Capital LLC | 75 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.58K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $2.43K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 67 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 66 | $2.35K | 0.00% | −59−47.2% | Reduced |
| MCF Advisors LLC | 64 | $2.32K | 0.00% | +10+18.5% | Added |
| Sound Income Strategies, LLC | 60 | $2.18K | 0.00% | +3+5.3% | Added |
| Johnson Financial Group, Inc. | 58 | $2.10K | 0.00% | −2,000−97.2% | Reduced |
| Highline Wealth Partners LLC | 58 | $2.10K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 29 | $2.00K | 0.00% | −2−6.5% | Reduced |
| Global Financial Private Client, LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 54 | $1.96K | 0.00% | −86−61.4% | Reduced |
| Hoey Investments, Inc | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 50 | $1.81K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 50 | $1.81K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 49 | $1.78K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 47 | $1.72K | 0.00% | +7+17.5% | Added |
| First Pacific Financial | 44 | $1.60K | 0.00% | +44 | New |
| Center for Financial Planning, Inc. | 43 | $1.56K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 41 | $1.49K | 0.00% | −101−71.1% | Reduced |
| Cedar Mountain Advisors, LLC | 39 | $1.42K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 38 | $1.36K | 0.00% | −50−56.8% | Reduced |