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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 19,421 | $672.5K | 0.00% | +6,883+54.9% | Added |
| Sequoia Financial Advisors, LLC | 18,610 | $670.5K | 0.01% | +916+5.2% | Added |
| IMC-Chicago, LLC | 18,511 | $667.0K | 0.02% | −2,169−10.5% | Reduced |
| Dark Forest Capital Management LP | 18,371 | $661.9K | 0.12% | +18,371 | New |
| United Capital Financial Advisers, LLC | 18,285 | $658.8K | 0.01% | +1,234+7.2% | Added |
| Coldstream Capital Management Inc | 18,009 | $648.9K | 0.02% | +185+1.0% | Added |
| Keybank National Association | 17,959 | $647.1K | 0.00% | +1,214+7.2% | Added |
| Toroso Investments, LLC | 17,812 | $641.8K | 0.01% | −1,210−6.4% | Reduced |
| Prelude Capital Management, LLC | 17,285 | $622.8K | 0.05% | +17,285 | New |
| Perpetual Ltd | 17,272 | $622.3K | 0.01% | +17,272 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 17,127 | $617.1K | 0.00% | −13,743−44.5% | Reduced |
| Boston Private Wealth LLC | 16,897 | $608.8K | 0.02% | −4,436−20.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 16,775 | $604.4K | 0.08% | −25−0.1% | Reduced |
| Vinva Investment Management Ltd | 17,422 | $603.3K | 0.03% | +3,857+28.4% | Added |
| Carl P. Sherr & Co., LLC | 16,628 | $599.1K | 0.33% | −600−3.5% | Reduced |
| TownSquare Capital, LLC | 16,266 | $586.1K | 0.01% | +2,794+20.7% | Added |
| Connable Office Inc | 16,251 | $585.5K | 0.06% | −2,121−11.5% | Reduced |
| Omers Administration Corp | 16,213 | $584.2K | 0.01% | +16,213 | New |
| Norinchukin Bank, The | 16,204 | $583.8K | 0.02% | +45+0.3% | Added |
| NEOS Investment Management LLC | 16,190 | $583.3K | 0.02% | +4,980+44.4% | Added |
| Salzhauer Michael | 15,801 | $569.3K | 0.46% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 15,778 | $568.5K | 0.02% | +458+3.0% | Added |
| Empirical Finance, LLC | 15,746 | $567.3K | 0.04% | −993−5.9% | Reduced |
| CAPROCK Group, Inc. | 15,739 | $567.1K | 0.02% | +8,599+120.4% | Added |
| Altfest L J & Co Inc | 15,702 | $566.0K | 0.08% | +491+3.2% | Added |
| Ontario Teachers Pension Plan Board | 15,636 | $563.4K | 0.01% | −18,668−54.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 15,618 | $562.7K | 0.04% | −115−0.7% | Reduced |
| Pointe Capital Management LLC | 15,557 | $560.5K | 0.35% | −14−0.1% | Reduced |
| United Services Automobile Association | 15,520 | $559.2K | 0.01% | −1,165−7.0% | Reduced |
| Greenleaf Trust | 15,507 | $558.7K | 0.01% | +247+1.6% | Added |
| Ieq Capital, LLC | 15,331 | $552.4K | 0.01% | +1,086+7.6% | Added |
| Apollon Wealth Management, LLC | 15,184 | $547.1K | 0.02% | −3,206−17.4% | Reduced |
| Bluesphere Advisors, LLC | 15,146 | $545.7K | 0.28% | +15,146 | New |
| CSS LLC | 15,097 | $543.9K | 0.04% | +15,097 | New |
| Prana Capital Management, LP | 14,922 | $537.6K | 0.03% | +14,922 | New |
| De Lisle Partners LLP | 14,863 | $535.3K | 0.12% | 00.0% | Unchanged |
| Blair William & Co | 14,831 | $534.4K | 0.00% | −710−4.6% | Reduced |
| Landscape Capital Management, L.L.C. | 14,701 | $529.7K | 0.04% | +14,701 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 14,676 | $528.8K | 0.04% | −710−4.6% | Reduced |
| Metis Global Partners, LLC | 14,531 | $523.6K | 0.02% | −456−3.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,481 | $521.8K | 0.01% | −313−2.1% | Reduced |
| Verition Fund Management LLC | 14,397 | $518.7K | 0.00% | −15,419−51.7% | Reduced |
| SageView Advisory Group, LLC | 14,370 | $517.8K | 0.02% | −7,574−34.5% | Reduced |
| Compass Wealth Management LLC | 14,125 | $508.9K | 0.13% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 13,845 | $498.8K | 0.13% | +226+1.7% | Added |
| Kingswood Wealth Advisors, LLC | 13,838 | $498.6K | 0.04% | −570−4.0% | Reduced |
| New England Research & Management, Inc. | 13,755 | $496.0K | 0.24% | −350−2.5% | Reduced |
| Pinnacle Financial Partners Inc | 13,564 | $492.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 13,613 | $490.5K | 0.14% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 13,201 | $475.6K | 0.01% | +7,031+114.0% | Added |
| Aigen Investment Management, LP | 13,147 | $473.7K | 0.09% | +13,147 | New |
| Commerce Bank | 12,927 | $465.8K | 0.00% | −831−6.0% | Reduced |
| Contravisory Investment Management, Inc. | 12,824 | $462.0K | 0.10% | +12,824 | New |
| V-Square Quantitative Management LLC | 12,772 | $460.2K | 0.07% | −222−1.7% | Reduced |
| Capital World Investors | 12,765 | $459.9K | 0.00% | +12,765 | New |
| Applied Finance Capital Management, LLC | 12,713 | $458.0K | 0.02% | +12,713 | New |
| HB Wealth Management, LLC | 12,708 | $457.9K | 0.01% | +1,568+14.1% | Added |
| Tokio Marine Asset Management Co Ltd | 12,688 | $457.1K | 0.02% | 00.0% | Unchanged |
| Leonteq Securities AG | 12,540 | $451.8K | 0.06% | +4,175+49.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 12,536 | $451.7K | 0.00% | −10,067−44.5% | Reduced |
| Meeder Advisory Services, Inc. | 12,526 | $451.3K | 0.03% | +3,100+32.9% | Added |
| Diversified Trust Co | 12,463 | $449.0K | 0.01% | +1,931+18.3% | Added |
| Veriti Management LLC | 12,431 | $447.9K | 0.03% | +2,416+24.1% | Added |
| Inceptionr LLC | 12,423 | $447.6K | 0.13% | −16,006−56.3% | Reduced |
| Squarepoint Ops LLC | 12,331 | $444.3K | 0.00% | −48,054−79.6% | Reduced |
| TD Private Client Wealth LLC | 12,288 | $442.7K | 0.01% | −631−4.9% | Reduced |
| Old National Bancorp | 12,137 | $437.3K | 0.01% | +838+7.4% | Added |
| Pallas Capital Advisors LLC | 10,724 | $437.0K | 0.02% | +10,724 | New |
| Hennion & Walsh Asset Management, Inc. | 11,954 | $430.7K | 0.02% | +494+4.3% | Added |
| Gotham Asset Management, LLC | 11,860 | $427.3K | 0.01% | −4,319−26.7% | Reduced |
| Intrua Financial, LLC | 11,859 | $427.3K | 0.07% | −488−4.0% | Reduced |
| Pinnacle Associates Ltd | 11,847 | $426.8K | 0.01% | +3,087+35.2% | Added |
| Pinnacle Holdings, LLC | 11,787 | $424.7K | 0.17% | −108−0.9% | Reduced |
| Readystate Asset Management LP | 11,762 | $423.8K | 0.02% | +11,762 | New |
| Gladstone Institutional Advisory LLC | 11,558 | $416.4K | 0.02% | +50+0.4% | Added |
| Federated Hermes, Inc. | 11,445 | $412.4K | 0.00% | −13,669−54.4% | Reduced |
| Panagora Asset Management Inc | 11,438 | $412.1K | 0.00% | −6,428−36.0% | Reduced |
| Centennial Wealth Advisory LLC | 11,381 | $410.1K | 0.18% | +1,984+21.1% | Added |
| Intech Investment Management LLC | 11,359 | $409.3K | 0.01% | +5,815+104.9% | Added |
| 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 |
| Prudential PLC | 11,216 | $404.1K | 0.00% | −7,814−41.1% | Reduced |
| GWM Advisors LLC | 11,168 | $402.4K | 0.00% | +8,311+290.9% | Added |
| Cobblestone Capital Advisors LLC | 11,115 | $400.5K | 0.02% | +196+1.8% | Added |
| Oxford Asset Management LLP | 10,963 | $395.0K | 0.39% | +3,109+39.6% | Added |
| We Are One Seven, LLC | 10,892 | $392.4K | 0.02% | +10,892 | New |
| Verdence Capital Advisors LLC | 10,860 | $391.3K | 0.03% | +10,860 | New |
| Cambria Investment Management, L.P. | 10,841 | $390.6K | 0.02% | +10,841 | New |
| Headlands Technologies LLC | 10,748 | $387.3K | 0.04% | +10,748 | New |
| IFG Advisory, LLC | 10,487 | $377.9K | 0.02% | +10,487 | New |
| Wealthspire Advisors, LLC | 10,416 | $375.3K | 0.00% | −451−4.2% | Reduced |
| International Private Wealth Advisors LLC | 10,303 | $371.2K | 0.63% | +1,073+11.6% | Added |
| Pearl River Capital, LLC | 10,295 | $370.9K | 0.06% | +10,295 | New |
| Brown Brothers Harriman & Co | 10,232 | $368.7K | 0.00% | +9,315+1,015.8% | Added |
| RSM US Wealth Management LLC | 10,272 | $368.6K | 0.01% | +10,272 | New |
| GTS Securities LLC | 10,122 | $364.7K | 0.01% | +418+4.3% | Added |
| Investment Management Corp of Ontario | 10,103 | $364.0K | 0.01% | +2,600+34.7% | Added |
| Wedmont Private Capital | 9,483 | $362.3K | 0.02% | +2,536+36.5% | Added |
| Profund Advisors LLC | 10,053 | $362.2K | 0.01% | −1,207−10.7% | Reduced |
| Wolverine Trading, LLC | 10,048 | $362.0K | 0.01% | +10,048 | New |