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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 550 | $19.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $19.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 553 | $19.9K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $21.6K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 607 | $21.9K | 0.00% | +607 | New |
| Private Wealth Management Group, LLC | 641 | $23.1K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 657 | $23.7K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 687 | $24.8K | 0.00% | −30−4.2% | Reduced |
| Valley National Advisers Inc | 695 | $25.0K | 0.00% | −40−5.4% | Reduced |
| Innealta Capital, LLC | 706 | $25.4K | 0.01% | +706 | New |
| Canton Hathaway, LLC | 730 | $26.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 751 | $27.1K | 0.00% | +122+19.4% | Added |
| Great Lakes Retirement, Inc. | 762 | $27.5K | 0.00% | +762 | New |
| AlphaMark Advisors, LLC | 769 | $28.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 812 | $29.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 918 | $33.0K | 0.01% | −5−0.5% | Reduced |
| GW&K Investment Management, LLC | 923 | $33.0K | 0.00% | +25+2.8% | Added |
| Versant Capital Management, Inc | 936 | $33.7K | 0.01% | +678+262.8% | Added |
| Viking Fund Management LLC | 1,000 | $36.0K | 0.01% | +1,000 | New |
| Private Ocean, LLC | 1,011 | $36.4K | 0.00% | +838+484.4% | Added |
| Zions Bancorporation, N.A. | 1,024 | $36.9K | 0.00% | −271−20.9% | Reduced |
| NBT Bank N A | 1,106 | $39.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,126 | $40.6K | 0.00% | −245−17.9% | Reduced |
| Salem Investment Counselors Inc | 1,135 | $40.9K | 0.00% | +1,000+740.7% | Added |
| Armstrong Advisory Group, Inc | 1,152 | $41.5K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,190 | $42.9K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,210 | $43.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,229 | $44.3K | 0.00% | +229+22.9% | Added |
| Private Trust Co NA | 1,262 | $45.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1,331 | $48.0K | 0.02% | +1,331 | New |
| SRS Capital Advisors, Inc. | 1,337 | $48.2K | 0.00% | +1,149+611.2% | Added |
| Atlas Capital Advisors LLC | 1,345 | $48.5K | 0.01% | +1,345 | New |
| Pension & Wealth Management Advisors, Inc. | 1,393 | $50.2K | 0.03% | +13+0.9% | Added |
| Delta Asset Management LLC | 1,398 | $50.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,400 | $50.4K | 0.01% | +1,164+493.2% | Added |
| Westpac Banking Corp | 1,406 | $50.7K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,428 | $51.5K | 0.03% | +1,428 | New |
| Lindbrook Capital, LLC | 1,434 | $51.7K | 0.00% | +506+54.5% | Added |
| Venturi Wealth Management, LLC | 1,483 | $53.4K | 0.00% | +974+191.4% | Added |
| Deseret Mutual Benefit Administrators | 1,545 | $55.7K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,583 | $57.0K | 0.00% | +856+117.7% | Added |
| Paradigm Asset Management Co LLC | 1,749 | $63.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,770 | $63.8K | 0.01% | +51+3.0% | Added |
| Huntington National Bank | 1,852 | $66.7K | 0.00% | +8+0.4% | Added |
| Alta Advisers Ltd | 1,900 | $68.5K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,905 | $68.6K | 0.03% | +740+63.5% | Added |
| Harvest Fund Management Co., Ltd | 1,912 | $69.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 1,950 | $70.2K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 2,035 | $73.3K | 0.03% | +1,357+200.1% | Added |
| Clearstead Advisors, LLC | 2,050 | $73.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,344 | $84.5K | 0.00% | +264+12.7% | Added |
| ORG Partners LLC | 2,394 | $85.8K | 0.01% | +2,367+8,766.7% | Added |
| Ci Investments Inc. | 2,475 | $89.0K | 0.00% | +114+4.8% | Added |
| Global Retirement Partners, LLC | 2,498 | $90.0K | 0.00% | +316+14.5% | Added |
| Gradient Investments LLC | 2,581 | $93.0K | 0.00% | +2,011+352.8% | Added |
| Massmutual Trust Co FSB | 2,960 | $106.6K | 0.00% | +1,278+76.0% | Added |
| FSC Wealth Advisors, LLC | 2,964 | $106.8K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,021 | $108.9K | 0.01% | +10.0% | Added |
| Register Financial Advisors LLC | 3,136 | $113.0K | 0.06% | −13−0.4% | Reduced |
| Smartleaf Asset Management LLC | 3,313 | $114.7K | 0.02% | +470+16.5% | Added |
| Covestor Ltd | 3,213 | $115.0K | 0.07% | −1,204−27.3% | Reduced |
| Abich Financial Wealth Management LLC | 3,250 | $117.1K | 0.08% | +334+11.5% | Added |
| Ostrum Asset Management | 3,267 | $117.7K | 0.01% | −10,317−75.9% | Reduced |
| CIBC Private Wealth Group, LLC | 3,572 | $127.0K | 0.00% | +265+8.0% | Added |
| Parallel Advisors, LLC | 3,634 | $130.9K | 0.00% | −179−4.7% | Reduced |
| Mather Group, LLC. | 3,626 | $131.6K | 0.00% | +1,565+75.9% | Added |
| LRI Investments, LLC | 3,860 | $139.1K | 0.02% | +3,860 | New |
| Raleigh Capital Management Inc. | 4,294 | $154.7K | 0.07% | −1,051−19.7% | Reduced |
| EverSource Wealth Advisors, LLC | 3,773 | $161.0K | 0.01% | −667−15.0% | Reduced |
| Harbour Investments, Inc. | 4,518 | $162.8K | 0.01% | +20.0% | Added |
| Principal Securities, Inc. | 4,576 | $164.9K | 0.00% | +53+1.2% | Added |
| EntryPoint Capital, LLC | 4,766 | $171.7K | 0.08% | +4,766 | New |
| Ameritas Investment Partners, Inc. | 5,043 | $181.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5,011 | $181.8K | 0.00% | +1,920+62.1% | Added |
| Richardson Financial Services Inc. | 5,150 | $185.6K | 0.13% | −580−10.1% | Reduced |
| Ancora Advisors, LLC | 5,222 | $188.1K | 0.00% | −500−8.7% | Reduced |
| Signaturefd, LLC | 5,515 | $198.7K | 0.00% | +724+15.1% | Added |
| First Horizon Advisors, Inc. | 5,549 | $200.0K | 0.01% | −4−0.1% | Reduced |
| Hardy Reed LLC | 5,607 | $202.0K | 0.02% | +5,607 | New |
| Benjamin F. Edwards & Company, Inc. | 5,625 | $203.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 5,693 | $205.1K | 0.01% | +5,693 | New |
| Steward Partners Investment Advisory, LLC | 5,704 | $205.5K | 0.00% | −32−0.6% | Reduced |
| Legacy Advisors, LLC | 5,721 | $206.1K | 0.03% | +5,721 | New |
| Buckingham Strategic Wealth, LLC | 5,745 | $207.0K | 0.00% | +5,745 | New |
| CX Institutional | 5,753 | $207.3K | 0.01% | +5,753 | New |
| Accurate Wealth Management, LLC | 5,373 | $207.7K | 0.05% | +5,373 | New |
| Advisors Capital Management, LLC | 5,793 | $209.0K | 0.00% | +5,793 | New |
| Farther Finance Advisors, LLC | 5,890 | $211.0K | 0.01% | +3,765+177.2% | Added |
| Cidel Asset Management Inc | 5,882 | $211.9K | 0.02% | 00.0% | Unchanged |
| Trust Asset Management LLC | 5,889 | $212.2K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,938 | $213.9K | 0.03% | −501−7.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,938 | $213.9K | 0.01% | +5,938 | New |
| MAI Capital Management | 5,948 | $214.3K | 0.00% | +5,948 | New |
| Ritholtz Wealth Management | 5,952 | $214.5K | 0.01% | +5,952 | New |
| Van Eck Associates Corp | 5,969 | $215.0K | 0.00% | −761−11.3% | Reduced |
| Quadrant Capital Group LLC | 5,970 | $215.1K | 0.02% | −32−0.5% | Reduced |
| SevenBridge Financial Group, LLC | 5,555 | $215.8K | 0.05% | +5,555 | New |
| Crumly & Associates Inc. | 6,029 | $217.2K | 0.06% | 00.0% | Unchanged |
| Gries Financial LLC | 6,158 | $221.9K | 0.05% | +535+9.5% | Added |
| Wetherby Asset Management Inc | 6,175 | $222.5K | 0.01% | −179−2.8% | Reduced |