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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
Veriti Management LLC12,431$447.9K0.03%+2,416+24.1%Added
Diversified Trust Co12,463$449.0K0.01%+1,931+18.3%Added
Meeder Advisory Services, Inc.12,526$451.3K0.03%+3,100+32.9%Added
Envestnet Portfolio Solutions, Inc.12,536$451.7K0.00%−10,067−44.5%Reduced
Leonteq Securities AG12,540$451.8K0.06%+4,175+49.9%Added
Tokio Marine Asset Management Co Ltd12,688$457.1K0.02%00.0%Unchanged
HB Wealth Management, LLC12,708$457.9K0.01%+1,568+14.1%Added
Applied Finance Capital Management, LLC12,713$458.0K0.02%+12,713New
Capital World Investors12,765$459.9K0.00%+12,765New
V-Square Quantitative Management LLC12,772$460.2K0.07%−222−1.7%Reduced
Contravisory Investment Management, Inc.12,824$462.0K0.10%+12,824New
Commerce Bank12,927$465.8K0.00%−831−6.0%Reduced
Aigen Investment Management, LP13,147$473.7K0.09%+13,147New
Merit Financial Group, LLC13,201$475.6K0.01%+7,031+114.0%Added
Archer Investment Corp13,613$490.5K0.14%00.0%Unchanged
Pinnacle Financial Partners Inc13,564$492.2K0.01%00.0%Unchanged
New England Research & Management, Inc.13,755$496.0K0.24%−350−2.5%Reduced
Kingswood Wealth Advisors, LLC13,838$498.6K0.04%−570−4.0%Reduced
Impact Partnership Wealth, LLC13,845$498.8K0.13%+226+1.7%Added
Compass Wealth Management LLC14,125$508.9K0.13%00.0%Unchanged
SageView Advisory Group, LLC14,370$517.8K0.02%−7,574−34.5%Reduced
Verition Fund Management LLC14,397$518.7K0.00%−15,419−51.7%Reduced
Northwestern Mutual Investment Management Company, LLC14,481$521.8K0.01%−313−2.1%Reduced
Metis Global Partners, LLC14,531$523.6K0.02%−456−3.0%Reduced
Kentucky Retirement Systems Insurance Trust Fund14,676$528.8K0.04%−710−4.6%Reduced
Landscape Capital Management, L.L.C.14,701$529.7K0.04%+14,701New
Blair William & Co14,831$534.4K0.00%−710−4.6%Reduced
De Lisle Partners LLP14,863$535.3K0.12%00.0%Unchanged
Prana Capital Management, LP14,922$537.6K0.03%+14,922New
CSS LLC15,097$543.9K0.04%+15,097New
Bluesphere Advisors, LLC15,146$545.7K0.28%+15,146New
Apollon Wealth Management, LLC15,184$547.1K0.02%−3,206−17.4%Reduced
Ieq Capital, LLC15,331$552.4K0.01%+1,086+7.6%Added
Greenleaf Trust15,507$558.7K0.01%+247+1.6%Added
United Services Automobile Association15,520$559.2K0.01%−1,165−7.0%Reduced
Pointe Capital Management LLC15,557$560.5K0.35%−14−0.1%Reduced
Knights of Columbus Asset Advisors LLC15,618$562.7K0.04%−115−0.7%Reduced
Ontario Teachers Pension Plan Board15,636$563.4K0.01%−18,668−54.4%Reduced
Altfest L J & Co Inc15,702$566.0K0.08%+491+3.2%Added
CAPROCK Group, Inc.15,739$567.1K0.02%+8,599+120.4%Added
Empirical Finance, LLC15,746$567.3K0.04%−993−5.9%Reduced
Meiji Yasuda Asset Management Co Ltd.15,778$568.5K0.02%+458+3.0%Added
Salzhauer Michael15,801$569.3K0.46%00.0%Unchanged
NEOS Investment Management LLC16,190$583.3K0.02%+4,980+44.4%Added
Norinchukin Bank, The16,204$583.8K0.02%+45+0.3%Added
Omers Administration Corp16,213$584.2K0.01%+16,213New
Connable Office Inc16,251$585.5K0.06%−2,121−11.5%Reduced
TownSquare Capital, LLC16,266$586.1K0.01%+2,794+20.7%Added
Carl P. Sherr & Co., LLC16,628$599.1K0.33%−600−3.5%Reduced
Vinva Investment Management Ltd17,422$603.3K0.03%+3,857+28.4%Added
Pekin Hardy Strauss, Inc.16,775$604.4K0.08%−25−0.1%Reduced
Boston Private Wealth LLC16,897$608.8K0.02%−4,436−20.8%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)17,127$617.1K0.00%−13,743−44.5%Reduced
Perpetual Ltd17,272$622.3K0.01%+17,272New
Prelude Capital Management, LLC17,285$622.8K0.05%+17,285New
Toroso Investments, LLC17,812$641.8K0.01%−1,210−6.4%Reduced
Keybank National Association17,959$647.1K0.00%+1,214+7.2%Added
Coldstream Capital Management Inc18,009$648.9K0.02%+185+1.0%Added
United Capital Financial Advisers, LLC18,285$658.8K0.01%+1,234+7.2%Added
Dark Forest Capital Management LP18,371$661.9K0.12%+18,371New
IMC-Chicago, LLC18,511$667.0K0.02%−2,169−10.5%Reduced
Sequoia Financial Advisors, LLC18,610$670.5K0.01%+916+5.2%Added
Rakuten Investment Management, Inc.19,421$672.5K0.00%+6,883+54.9%Added
Meeder Asset Management Inc18,820$678.1K0.05%−13,630−42.0%Reduced
Elevated Capital Advisors, LLC18,969$683.4K0.19%+18,969New
Hennessy Advisors Inc19,000$684.6K0.03%−21,000−52.5%Reduced
Romano Brothers and Company19,154$690.1K0.10%−2,000−9.5%Reduced
Kestra Advisory Services, LLC19,415$699.5K0.00%+733+3.9%Added
Csenge Advisory Group19,723$710.6K0.04%−700−3.4%Reduced
Summit Trail Advisors, LLC20,106$724.4K0.02%+20,106New
LifePro Asset Management20,109$724.5K0.52%−12,174−37.7%Reduced
Gallagher Fiduciary Advisors, LLC20,129$725.2K0.16%−541−2.6%Reduced
Clear Harbor Asset Management, LLC20,220$728.5K0.06%+6,085+43.0%Added
Northwestern Mutual Wealth Management Co20,234$729.1K0.00%−5,358−20.9%Reduced
Mirae Asset Global Investments Co., Ltd.21,700$751.5K0.00%−44,411−67.2%Reduced
Everence Capital Management Inc22,720$775.0K0.05%00.0%Unchanged
E. Ohman J:or Asset Management AB21,600$778.2K0.02%+4,000+22.7%Added
Pitcairn Co21,723$782.7K0.05%−1,164−5.1%Reduced
Strategic Advisors LLC22,200$799.9K0.16%−2,000−8.3%Reduced
Walleye Capital LLC22,608$814.6K0.01%−32,864−59.2%Reduced
Oppenheimer & Co Inc22,819$822.2K0.01%−2,099−8.4%Reduced
Newman Dignan & Sheerar, Inc.22,905$825.3K0.21%−287−1.2%Reduced
Glenmede Trust Co NA23,173$834.9K0.00%+364+1.6%Added
Bridgefront Capital, LLC23,321$840.3K0.35%+23,321New
New Mexico Educational Retirement Board23,500$847.0K0.03%00.0%Unchanged
Minerva Advisors LLC23,585$849.3K0.57%00.0%Unchanged
Capital Fund Management S.A.23,782$856.9K0.01%−243,519−91.1%Reduced
FJ Capital Management LLC24,600$886.3K0.09%+24,600New
First Hawaiian Bank24,689$889.5K0.03%−746−2.9%Reduced
Deerfield Management Company, L.P. (Series C)24,879$896.4K0.01%+24,879New
M&T Bank Corp25,308$911.4K0.00%−2,119−7.7%Reduced
Independent Financial Group, LLC25,390$914.8K0.04%−200−0.8%Reduced
Ransom Advisory, Ltd25,575$921.5K0.46%−500−1.9%Reduced
Louisiana State Employees Retirement System25,700$926.0K0.02%−1,400−5.2%Reduced
Bayesian Capital Management, LP25,769$928.5K0.11%−50,909−66.4%Reduced
Securian Asset Management, Inc26,163$942.7K0.03%−1,296−4.7%Reduced
Fifth Third Bancorp26,527$955.8K0.00%−210−0.8%Reduced
Brown, Lisle/Cummings, Inc.26,596$958.3K0.31%+10.0%Added
Summit Global Investments26,690$962.0K0.06%+26,690New
Occudo Quantitative Strategies LP26,782$965.0K0.17%−11,284−29.6%Reduced