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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.

Other share classesCFG.PECFG.PHCFG.PI

13F holders, Q2 2024

Institutional positions in Citizens Financial Group Inc as of Jun 30, 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
763
+50 vs. Q1 2024
Shares held
410.1M
−14.6M (−3.4%) vs. Q1 2024
Total value
$14.8B
−$562.5M (−3.7%) vs. Q1 2024
New holders
105
291 more added
Sold out
55
260 more reduced

7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 763 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ2 2024: $14.8B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$17.5B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2024.

Institutions holding CFG in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0Unchanged
Y.D. More Investments Ltd247$240.00%+247New
Rakuten Securities, Inc.1$360.00%−85−98.8%Reduced
Gordian Capital Singapore Pte Ltd1$360.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$410.00%00.0%Unchanged
WestEnd Advisors, LLC2$720.00%00.0%Unchanged
Sound Income Strategies, LLC3$1080.00%−57−95.0%Reduced
Creative Capital Management Investments LLC4$1440.00%+4New
Financial Network Wealth Advisors LLC6$2160.00%+6New
RFP Financial Group LLC7$2530.00%00.0%Unchanged
Ruedi Wealth Management, Inc.18$6490.00%+18New
Coppell Advisory Solutions LLC19$6850.00%+19New
SWAN Capital LLC25$9010.00%+25New
ClariVest Asset Management LLC28$9700.00%00.0%Unchanged
Sandy Spring Bank27$9730.00%00.0%Unchanged
Main Street Group, LTD28$9810.00%+1+3.7%Added
Financial Management Professionals, Inc.18$1.00K0.00%+18New
Strengthening Families & Communities, LLC20$1.00K0.00%+20New
Baldwin Brothers Inc29$1.04K0.00%+29New
Unique Wealth Strategies, LLC30$1.09K0.00%+30New
Abound Wealth Management31$1.13K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC34$1.23K0.00%−81−70.4%Reduced
SJS Investment Consulting Inc.35$1.26K0.00%00.0%Unchanged
First Personal Financial Services38$1.35K0.00%00.0%Unchanged
TFC Financial Management39$1.41K0.00%+2+5.4%Added
Center for Financial Planning, Inc.43$1.55K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC44$1.58K0.00%+9+25.7%Added
DiNuzzo Private Wealth, Inc.45$1.62K0.00%+9+25.0%Added
Concord Wealth Partners47$1.69K0.00%−320−87.2%Reduced
Johnson Financial Group, Inc.47$1.69K0.00%−11−19.0%Reduced
Dunhill Financial, LLC48$1.74K0.00%+1+2.1%Added
Raffa Wealth Management, LLC49$1.76K0.00%00.0%Unchanged
Hoey Investments, Inc50$1.80K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC50$1.80K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC54$1.95K0.00%00.0%Unchanged
Geneos Wealth Management Inc.55$1.98K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.29$2.00K0.00%00.0%Unchanged
Global Financial Private Client, LLC56$2.02K0.00%00.0%Unchanged
Highline Wealth Partners LLC58$2.09K0.00%00.0%Unchanged
MCF Advisors LLC64$2.31K0.00%00.0%Unchanged
Bokf, NA66$2.38K0.00%00.0%Unchanged
Key Financial Inc67$2.41K0.00%00.0%Unchanged
Asset Dedication, LLC70$2.52K0.00%00.0%Unchanged
Bell Investment Advisors, Inc71$2.56K0.00%00.0%Unchanged
Piscataqua Savings Bank75$2.70K0.00%−50−40.0%Reduced
Avion Wealth104$3.00K0.00%+29+38.7%Added
Tyler-Stone Wealth Management84$3.03K0.00%00.0%Unchanged
Legend Financial Advisors, Inc.89$3.21K0.00%+89New
Cornerstone Planning Group LLC96$3.68K0.00%−5−5.0%Reduced
Capital Advisors, Ltd. LLC123$4.00K0.00%−5−3.9%Reduced
Jackson, Grant Investment Advisers, Inc.112$4.04K0.00%00.0%Unchanged
Hallmark Capital Management Inc120$4.32K0.00%+120New
Godsey & Gibb Associates124$4.47K0.00%+124New
Robbins Farley LLC125$4.50K0.00%00.0%Unchanged
AdvisorNet Financial, Inc131$4.72K0.00%+45+52.3%Added
REAP Financial Group, LLC133$4.80K0.00%−37−21.8%Reduced
Beacon Capital Management, LLC135$4.86K0.00%00.0%Unchanged
NVWM, LLC137$4.96K0.00%−50−26.7%Reduced
Investors Research Corp145$5.22K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC146$5.25K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.155$5.55K0.00%−82−34.6%Reduced
JFS Wealth Advisors, LLC155$5.58K0.00%−12−7.2%Reduced
Redwood Wealth Management Group, LLC155$5.58K0.00%+155New
Gleason Group, Inc.157$5.66K0.00%+157New
Caldwell Sutter Capital, Inc.159$5.73K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC164$5.91K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc175$6.00K0.01%00.0%Unchanged
Crewe Advisors LLC171$6.16K0.00%00.0%Unchanged
Colonial Trust Co182$6.30K0.00%−43−19.1%Reduced
WR Wealth Planners, LLC177$6.38K0.00%+69+63.9%Added
Fairway Wealth LLC178$6.41K0.00%+178New
FWL Investment Management, LLC180$6.49K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC198$7.12K0.00%+180+1,000.0%Added
North Star Investment Management Corp.200$7.21K0.00%00.0%Unchanged
Creative Financial Designs Inc210$7.57K0.00%00.0%Unchanged
Castleview Partners, LLC211$7.60K0.00%+65+44.5%Added
Barrett & Company, Inc.218$7.86K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC219$7.89K0.00%+10+4.8%Added
West Paces Advisors Inc.238$8.57K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC242$8.72K0.01%+25+11.5%Added
Whittier Trust Co of Nevada Inc256$9.22K0.00%−1,758−87.3%Reduced
Exchange Traded Concepts, LLC260$9.37K0.00%+40+18.2%Added
POM Investment Strategies, LLC260$9.37K0.01%+3+1.2%Added
CBIZ Investment Advisory Services, LLC264$9.51K0.00%+264New
McMahon Financial Advisors, LLC268$9.66K0.00%+268New
BNP Paribas272$9.80K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.251$10.1K0.00%+3+1.2%Added
Grove Bank & Trust290$10.4K0.00%−40−12.1%Reduced
Opal Wealth Advisors, LLC291$10.5K0.00%+291New
Washington Trust Co299$10.8K0.00%00.0%Unchanged
Citizens National Bank Trust Department300$10.8K0.00%00.0%Unchanged
McIlrath & Eck, LLC309$11.1K0.00%−83−21.2%Reduced
Farmers & Merchants Investments Inc325$11.7K0.00%00.0%Unchanged
BFSG, LLC350$12.6K0.00%00.0%Unchanged
Rothschild Investment LLC367$13.2K0.00%+15+4.3%Added
Frazier Financial Advisors, LLC367$13.2K0.01%−10−2.7%Reduced
Hexagon Capital Partners LLC382$13.8K0.00%+43+12.7%Added
West Oak Capital, LLC400$14.4K0.01%00.0%Unchanged
Hobbs Group Advisors, LLC460$16.6K0.01%+460New
Sachetta, LLC396$17.1K0.01%−23−5.5%Reduced