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 |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc. | 6,188 | $223.0K | 0.00% | −352,302−98.3% | Reduced |
| Sapient Capital LLC | 6,193 | $223.1K | 0.00% | −114−1.8% | Reduced |
| IFP Advisors, Inc | 6,231 | $224.5K | 0.01% | +341+5.8% | Added |
| Lincoln Capital Corp | 6,340 | $228.4K | 0.10% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 6,347 | $228.7K | 0.01% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 6,431 | $232.0K | 0.01% | +94+1.5% | Added |
| Ballentine Partners, LLC | 6,473 | $233.2K | 0.00% | +758+13.3% | Added |
| Vontobel Holding Ltd. | 6,635 | $239.1K | 0.00% | −835−11.2% | Reduced |
| Sym Financial Corp | 6,654 | $239.7K | 0.04% | +6,654 | New |
| Traphagen Investment Advisors LLC | 6,686 | $240.9K | 0.03% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 6,696 | $241.3K | 0.00% | +6,696 | New |
| Horizon Investments, LLC | 6,796 | $242.5K | 0.01% | −78−1.1% | Reduced |
| Equity Investment Corp | 6,822 | $245.8K | 0.01% | +105+1.6% | Added |
| Cable Hill Partners, LLC | 6,837 | $246.3K | 0.03% | +6,837 | New |
| Skopos Labs, Inc. | 6,933 | $247.1K | 0.11% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 6,900 | $248.6K | 0.07% | −9,500−57.9% | Reduced |
| Umb Bank N A | 6,903 | $248.7K | 0.00% | +1,122+19.4% | Added |
| Empowered Funds, LLC | 6,908 | $248.9K | 0.00% | +912+15.2% | Added |
| Algert Global LLC | 6,914 | $249.1K | 0.01% | +6,914 | New |
| Lauer Wealth, LLC | 6,599 | $252.1K | 0.20% | −5,715−46.4% | Reduced |
| Laurion Capital Management LP | 7,036 | $253.5K | 0.01% | +7,036 | New |
| Horan Securities, Inc. | 7,065 | $254.5K | 0.11% | −219−3.0% | Reduced |
| Fidelis Capital Partners, LLC | 6,643 | $255.0K | 0.04% | +6,643 | New |
| Family Asset Management, LLC | 7,085 | $255.3K | 0.16% | −959−11.9% | Reduced |
| Raymond James Trust N.A. | 7,150 | $257.6K | 0.01% | +94+1.3% | Added |
| Whittier Trust Co | 7,211 | $259.7K | 0.00% | −48−0.7% | Reduced |
| Epoch Investment Partners, Inc. | 7,230 | $260.5K | 0.00% | −660−8.4% | Reduced |
| Ellevest, Inc. | 7,314 | $263.5K | 0.02% | −1,333−15.4% | Reduced |
| Atria Wealth Solutions, Inc. | 7,350 | $264.8K | 0.00% | +533+7.8% | Added |
| Graypoint LLC | 7,369 | $265.5K | 0.02% | +392+5.6% | Added |
| AlphaStar Capital Management, LLC | 7,493 | $270.0K | 0.02% | +7,493 | New |
| iA Global Asset Management Inc. | 7,503 | $270.0K | 0.01% | −156−2.0% | Reduced |
| Advisory Services Network, LLC | 7,569 | $272.7K | 0.01% | −459−5.7% | Reduced |
| Two Sigma Securities, LLC | 7,574 | $272.9K | 0.01% | +1,487+24.4% | Added |
| Cowa, LLC | 7,648 | $275.6K | 0.15% | +7,648 | New |
| Paragon Capital Management Ltd | 7,811 | $281.5K | 0.05% | +1,385+21.6% | Added |
| Allworth Financial LP | 6,874 | $281.8K | 0.00% | −68−1.0% | Reduced |
| GAMMA Investing LLC | 7,976 | $287.4K | 0.04% | +3,771+89.7% | Added |
| Dorsey & Whitney Trust CO LLC | 8,028 | $289.2K | 0.02% | −18−0.2% | Reduced |
| Fort Washington Investment Advisors Inc | 8,088 | $291.4K | 0.00% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 8,104 | $292.0K | 0.01% | −115−1.4% | Reduced |
| Vestcor Inc | 8,134 | $293.0K | 0.01% | −416−4.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 8,149 | $293.6K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 8,400 | $302.7K | 0.23% | +1,004+13.6% | Added |
| Sterling Investment Counsel, LLC | 8,464 | $305.0K | 0.12% | −1,444−14.6% | Reduced |
| Hall Capital Management Co Inc | 8,471 | $305.2K | 0.15% | −493−5.5% | Reduced |
| Advisors Asset Management, Inc. | 8,483 | $305.6K | 0.01% | −1,570−15.6% | Reduced |
| Brookstone Capital Management | 7,470 | $305.7K | 0.01% | +95+1.3% | Added |
| DoubleLine ETF Adviser LP | 8,501 | $306.3K | 0.08% | −430−4.8% | Reduced |
| Continuum Advisory, LLC | 8,850 | $318.9K | 0.05% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 9,025 | $325.2K | 0.00% | −3,009−25.0% | Reduced |
| Lazard Asset Management LLC | 9,299 | $334.0K | 0.00% | −3,655−28.2% | Reduced |
| Summit Financial, LLC | 9,272 | $334.1K | 0.02% | +9,272 | New |
| Graham Capital Management, L.P. | 9,290 | $334.7K | 0.01% | −11,009−54.2% | Reduced |
| Triasima Portfolio Management inc. | 9,348 | $336.8K | 0.03% | +3,420+57.7% | Added |
| Montchanin Asset Management, LLC | 9,400 | $339.0K | 0.32% | 00.0% | Unchanged |
| Prossimo Advisors, LLC | 9,400 | $339.0K | 0.31% | +9,400 | New |
| Cedrus LLC | 9,433 | $339.9K | 0.17% | −544−5.5% | Reduced |
| Lynx Investment Advisory | 9,550 | $344.1K | 0.25% | +9,550 | New |
| Lido Advisors, LLC | 9,555 | $344.3K | 0.00% | +2,290+31.5% | Added |
| Greenwich Investment Management, Inc. | 9,700 | $349.5K | 0.32% | −200−2.0% | Reduced |
| Penserra Capital Management LLC | 9,994 | $360.0K | 0.00% | −758−7.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $360.3K | 0.11% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 10,048 | $362.0K | 0.01% | +10,048 | New |
| Profund Advisors LLC | 10,053 | $362.2K | 0.01% | −1,207−10.7% | Reduced |
| Wedmont Private Capital | 9,483 | $362.3K | 0.02% | +2,536+36.5% | Added |
| Investment Management Corp of Ontario | 10,103 | $364.0K | 0.01% | +2,600+34.7% | Added |
| GTS Securities LLC | 10,122 | $364.7K | 0.01% | +418+4.3% | Added |
| RSM US Wealth Management LLC | 10,272 | $368.6K | 0.01% | +10,272 | New |
| Brown Brothers Harriman & Co | 10,232 | $368.7K | 0.00% | +9,315+1,015.8% | Added |
| Pearl River Capital, LLC | 10,295 | $370.9K | 0.06% | +10,295 | New |
| International Private Wealth Advisors LLC | 10,303 | $371.2K | 0.63% | +1,073+11.6% | Added |
| Wealthspire Advisors, LLC | 10,416 | $375.3K | 0.00% | −451−4.2% | Reduced |
| IFG Advisory, LLC | 10,487 | $377.9K | 0.02% | +10,487 | New |
| Headlands Technologies LLC | 10,748 | $387.3K | 0.04% | +10,748 | New |
| Cambria Investment Management, L.P. | 10,841 | $390.6K | 0.02% | +10,841 | New |
| Verdence Capital Advisors LLC | 10,860 | $391.3K | 0.03% | +10,860 | New |
| We Are One Seven, LLC | 10,892 | $392.4K | 0.02% | +10,892 | New |
| Oxford Asset Management LLP | 10,963 | $395.0K | 0.39% | +3,109+39.6% | Added |
| Cobblestone Capital Advisors LLC | 11,115 | $400.5K | 0.02% | +196+1.8% | Added |
| GWM Advisors LLC | 11,168 | $402.4K | 0.00% | +8,311+290.9% | Added |
| Prudential PLC | 11,216 | $404.1K | 0.00% | −7,814−41.1% | Reduced |
| Bleakley Financial Group, LLC | 11,271 | $406.1K | 0.01% | +244+2.2% | Added |
| Simplicity Wealth,LLC | 11,271 | $406.1K | 0.01% | +252+2.3% | Added |
| Intech Investment Management LLC | 11,359 | $409.3K | 0.01% | +5,815+104.9% | Added |
| Centennial Wealth Advisory LLC | 11,381 | $410.1K | 0.18% | +1,984+21.1% | Added |
| Panagora Asset Management Inc | 11,438 | $412.1K | 0.00% | −6,428−36.0% | Reduced |
| Federated Hermes, Inc. | 11,445 | $412.4K | 0.00% | −13,669−54.4% | Reduced |
| Gladstone Institutional Advisory LLC | 11,558 | $416.4K | 0.02% | +50+0.4% | Added |
| Readystate Asset Management LP | 11,762 | $423.8K | 0.02% | +11,762 | New |
| Pinnacle Holdings, LLC | 11,787 | $424.7K | 0.17% | −108−0.9% | Reduced |
| Pinnacle Associates Ltd | 11,847 | $426.8K | 0.01% | +3,087+35.2% | Added |
| Intrua Financial, LLC | 11,859 | $427.3K | 0.07% | −488−4.0% | Reduced |
| Gotham Asset Management, LLC | 11,860 | $427.3K | 0.01% | −4,319−26.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,954 | $430.7K | 0.02% | +494+4.3% | Added |
| Pallas Capital Advisors LLC | 10,724 | $437.0K | 0.02% | +10,724 | New |
| Old National Bancorp | 12,137 | $437.3K | 0.01% | +838+7.4% | Added |
| TD Private Client Wealth LLC | 12,288 | $442.7K | 0.01% | −631−4.9% | Reduced |
| Squarepoint Ops LLC | 12,331 | $444.3K | 0.00% | −48,054−79.6% | Reduced |
| Inceptionr LLC | 12,423 | $447.6K | 0.13% | −16,006−56.3% | Reduced |