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 |
|---|---|---|---|---|---|
| Supplemental Annuity Collective Trust of NJ | 10,000 | $360.3K | 0.11% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9,994 | $360.0K | 0.00% | −758−7.0% | Reduced |
| Greenwich Investment Management, Inc. | 9,700 | $349.5K | 0.32% | −200−2.0% | Reduced |
| Lido Advisors, LLC | 9,555 | $344.3K | 0.00% | +2,290+31.5% | Added |
| Lynx Investment Advisory | 9,550 | $344.1K | 0.25% | +9,550 | New |
| Cedrus LLC | 9,433 | $339.9K | 0.17% | −544−5.5% | Reduced |
| 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 |
| Triasima Portfolio Management inc. | 9,348 | $336.8K | 0.03% | +3,420+57.7% | Added |
| Graham Capital Management, L.P. | 9,290 | $334.7K | 0.01% | −11,009−54.2% | Reduced |
| Summit Financial, LLC | 9,272 | $334.1K | 0.02% | +9,272 | New |
| Lazard Asset Management LLC | 9,299 | $334.0K | 0.00% | −3,655−28.2% | Reduced |
| Swiss Life Asset Management Ltd | 9,025 | $325.2K | 0.00% | −3,009−25.0% | Reduced |
| Continuum Advisory, LLC | 8,850 | $318.9K | 0.05% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 8,501 | $306.3K | 0.08% | −430−4.8% | Reduced |
| Brookstone Capital Management | 7,470 | $305.7K | 0.01% | +95+1.3% | Added |
| Advisors Asset Management, Inc. | 8,483 | $305.6K | 0.01% | −1,570−15.6% | Reduced |
| Hall Capital Management Co Inc | 8,471 | $305.2K | 0.15% | −493−5.5% | Reduced |
| Sterling Investment Counsel, LLC | 8,464 | $305.0K | 0.12% | −1,444−14.6% | Reduced |
| 1620 Investment Advisors, Inc. | 8,400 | $302.7K | 0.23% | +1,004+13.6% | Added |
| Emerald Mutual Fund Advisers Trust | 8,149 | $293.6K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 8,134 | $293.0K | 0.01% | −416−4.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 8,104 | $292.0K | 0.01% | −115−1.4% | Reduced |
| Fort Washington Investment Advisors Inc | 8,088 | $291.4K | 0.00% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 8,028 | $289.2K | 0.02% | −18−0.2% | Reduced |
| GAMMA Investing LLC | 7,976 | $287.4K | 0.04% | +3,771+89.7% | Added |
| Allworth Financial LP | 6,874 | $281.8K | 0.00% | −68−1.0% | Reduced |
| Paragon Capital Management Ltd | 7,811 | $281.5K | 0.05% | +1,385+21.6% | Added |
| Cowa, LLC | 7,648 | $275.6K | 0.15% | +7,648 | New |
| Two Sigma Securities, LLC | 7,574 | $272.9K | 0.01% | +1,487+24.4% | Added |
| Advisory Services Network, LLC | 7,569 | $272.7K | 0.01% | −459−5.7% | Reduced |
| iA Global Asset Management Inc. | 7,503 | $270.0K | 0.01% | −156−2.0% | Reduced |
| AlphaStar Capital Management, LLC | 7,493 | $270.0K | 0.02% | +7,493 | New |
| Graypoint LLC | 7,369 | $265.5K | 0.02% | +392+5.6% | Added |
| Atria Wealth Solutions, Inc. | 7,350 | $264.8K | 0.00% | +533+7.8% | Added |
| Ellevest, Inc. | 7,314 | $263.5K | 0.02% | −1,333−15.4% | Reduced |
| Epoch Investment Partners, Inc. | 7,230 | $260.5K | 0.00% | −660−8.4% | Reduced |
| Whittier Trust Co | 7,211 | $259.7K | 0.00% | −48−0.7% | Reduced |
| Raymond James Trust N.A. | 7,150 | $257.6K | 0.01% | +94+1.3% | Added |
| Family Asset Management, LLC | 7,085 | $255.3K | 0.16% | −959−11.9% | Reduced |
| Fidelis Capital Partners, LLC | 6,643 | $255.0K | 0.04% | +6,643 | New |
| Horan Securities, Inc. | 7,065 | $254.5K | 0.11% | −219−3.0% | Reduced |
| Laurion Capital Management LP | 7,036 | $253.5K | 0.01% | +7,036 | New |
| Lauer Wealth, LLC | 6,599 | $252.1K | 0.20% | −5,715−46.4% | Reduced |
| Algert Global LLC | 6,914 | $249.1K | 0.01% | +6,914 | New |
| Empowered Funds, LLC | 6,908 | $248.9K | 0.00% | +912+15.2% | Added |
| Umb Bank N A | 6,903 | $248.7K | 0.00% | +1,122+19.4% | Added |
| Catalyst Funds Management Pty Ltd | 6,900 | $248.6K | 0.07% | −9,500−57.9% | Reduced |
| Skopos Labs, Inc. | 6,933 | $247.1K | 0.11% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 6,837 | $246.3K | 0.03% | +6,837 | New |
| Equity Investment Corp | 6,822 | $245.8K | 0.01% | +105+1.6% | Added |
| Horizon Investments, LLC | 6,796 | $242.5K | 0.01% | −78−1.1% | Reduced |
| Great Lakes Advisors, LLC | 6,696 | $241.3K | 0.00% | +6,696 | New |
| Traphagen Investment Advisors LLC | 6,686 | $240.9K | 0.03% | 00.0% | Unchanged |
| Sym Financial Corp | 6,654 | $239.7K | 0.04% | +6,654 | New |
| Vontobel Holding Ltd. | 6,635 | $239.1K | 0.00% | −835−11.2% | Reduced |
| Ballentine Partners, LLC | 6,473 | $233.2K | 0.00% | +758+13.3% | Added |
| Commerzbank Aktiengesellschaft | 6,431 | $232.0K | 0.01% | +94+1.5% | Added |
| Klingenstein Fields & Co LP | 6,347 | $228.7K | 0.01% | 00.0% | Unchanged |
| Lincoln Capital Corp | 6,340 | $228.4K | 0.10% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,231 | $224.5K | 0.01% | +341+5.8% | Added |
| Sapient Capital LLC | 6,193 | $223.1K | 0.00% | −114−1.8% | Reduced |
| Capital Group Private Client Services, Inc. | 6,188 | $223.0K | 0.00% | −352,302−98.3% | Reduced |
| Wetherby Asset Management Inc | 6,175 | $222.5K | 0.01% | −179−2.8% | Reduced |
| Gries Financial LLC | 6,158 | $221.9K | 0.05% | +535+9.5% | Added |
| Crumly & Associates Inc. | 6,029 | $217.2K | 0.06% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,555 | $215.8K | 0.05% | +5,555 | New |
| Quadrant Capital Group LLC | 5,970 | $215.1K | 0.02% | −32−0.5% | Reduced |
| Van Eck Associates Corp | 5,969 | $215.0K | 0.00% | −761−11.3% | Reduced |
| Ritholtz Wealth Management | 5,952 | $214.5K | 0.01% | +5,952 | New |
| MAI Capital Management | 5,948 | $214.3K | 0.00% | +5,948 | New |
| 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 |
| Trust Asset Management LLC | 5,889 | $212.2K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 5,882 | $211.9K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 5,890 | $211.0K | 0.01% | +3,765+177.2% | Added |
| Advisors Capital Management, LLC | 5,793 | $209.0K | 0.00% | +5,793 | New |
| Accurate Wealth Management, LLC | 5,373 | $207.7K | 0.05% | +5,373 | New |
| CX Institutional | 5,753 | $207.3K | 0.01% | +5,753 | New |
| Buckingham Strategic Wealth, LLC | 5,745 | $207.0K | 0.00% | +5,745 | New |
| Legacy Advisors, LLC | 5,721 | $206.1K | 0.03% | +5,721 | New |
| Steward Partners Investment Advisory, LLC | 5,704 | $205.5K | 0.00% | −32−0.6% | Reduced |
| Evergreen Capital Management LLC | 5,693 | $205.1K | 0.01% | +5,693 | New |
| Benjamin F. Edwards & Company, Inc. | 5,625 | $203.0K | 0.00% | 00.0% | Unchanged |
| Hardy Reed LLC | 5,607 | $202.0K | 0.02% | +5,607 | New |
| First Horizon Advisors, Inc. | 5,549 | $200.0K | 0.01% | −4−0.1% | Reduced |
| Signaturefd, LLC | 5,515 | $198.7K | 0.00% | +724+15.1% | Added |
| Ancora Advisors, LLC | 5,222 | $188.1K | 0.00% | −500−8.7% | Reduced |
| Richardson Financial Services Inc. | 5,150 | $185.6K | 0.13% | −580−10.1% | Reduced |
| Ronald Blue Trust, Inc. | 5,011 | $181.8K | 0.00% | +1,920+62.1% | Added |
| Ameritas Investment Partners, Inc. | 5,043 | $181.7K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 4,766 | $171.7K | 0.08% | +4,766 | New |
| Principal Securities, Inc. | 4,576 | $164.9K | 0.00% | +53+1.2% | Added |
| Harbour Investments, Inc. | 4,518 | $162.8K | 0.01% | +20.0% | Added |
| EverSource Wealth Advisors, LLC | 3,773 | $161.0K | 0.01% | −667−15.0% | Reduced |
| Raleigh Capital Management Inc. | 4,294 | $154.7K | 0.07% | −1,051−19.7% | Reduced |
| LRI Investments, LLC | 3,860 | $139.1K | 0.02% | +3,860 | New |
| Mather Group, LLC. | 3,626 | $131.6K | 0.00% | +1,565+75.9% | Added |
| Parallel Advisors, LLC | 3,634 | $130.9K | 0.00% | −179−4.7% | Reduced |
| CIBC Private Wealth Group, LLC | 3,572 | $127.0K | 0.00% | +265+8.0% | Added |