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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 3,267 | $117.7K | 0.01% | −10,317−75.9% | Reduced |
| Abich Financial Wealth Management LLC | 3,250 | $117.1K | 0.08% | +334+11.5% | Added |
| Covestor Ltd | 3,213 | $115.0K | 0.07% | −1,204−27.3% | Reduced |
| Smartleaf Asset Management LLC | 3,313 | $114.7K | 0.02% | +470+16.5% | Added |
| Register Financial Advisors LLC | 3,136 | $113.0K | 0.06% | −13−0.4% | Reduced |
| Quent Capital, LLC | 3,021 | $108.9K | 0.01% | +10.0% | Added |
| FSC Wealth Advisors, LLC | 2,964 | $106.8K | 0.08% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,960 | $106.6K | 0.00% | +1,278+76.0% | Added |
| Gradient Investments LLC | 2,581 | $93.0K | 0.00% | +2,011+352.8% | Added |
| Global Retirement Partners, LLC | 2,498 | $90.0K | 0.00% | +316+14.5% | Added |
| Ci Investments Inc. | 2,475 | $89.0K | 0.00% | +114+4.8% | Added |
| ORG Partners LLC | 2,394 | $85.8K | 0.01% | +2,367+8,766.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,344 | $84.5K | 0.00% | +264+12.7% | Added |
| Clearstead Advisors, LLC | 2,050 | $73.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,035 | $73.3K | 0.03% | +1,357+200.1% | Added |
| First Financial Corp | 1,950 | $70.2K | 0.04% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,912 | $69.0K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,905 | $68.6K | 0.03% | +740+63.5% | Added |
| Alta Advisers Ltd | 1,900 | $68.5K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 1,852 | $66.7K | 0.00% | +8+0.4% | Added |
| Parkside Financial Bank & Trust | 1,770 | $63.8K | 0.01% | +51+3.0% | Added |
| Paradigm Asset Management Co LLC | 1,749 | $63.0K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,583 | $57.0K | 0.00% | +856+117.7% | Added |
| Deseret Mutual Benefit Administrators | 1,545 | $55.7K | 0.03% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,483 | $53.4K | 0.00% | +974+191.4% | Added |
| Lindbrook Capital, LLC | 1,434 | $51.7K | 0.00% | +506+54.5% | Added |
| Cromwell Holdings LLC | 1,428 | $51.5K | 0.03% | +1,428 | New |
| Westpac Banking Corp | 1,406 | $50.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,400 | $50.4K | 0.01% | +1,164+493.2% | Added |
| Delta Asset Management LLC | 1,398 | $50.4K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,393 | $50.2K | 0.03% | +13+0.9% | Added |
| Atlas Capital Advisors LLC | 1,345 | $48.5K | 0.01% | +1,345 | New |
| SRS Capital Advisors, Inc. | 1,337 | $48.2K | 0.00% | +1,149+611.2% | Added |
| Ridgewood Investments LLC | 1,331 | $48.0K | 0.02% | +1,331 | New |
| Private Trust Co NA | 1,262 | $45.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,229 | $44.3K | 0.00% | +229+22.9% | Added |
| CVA Family Office, LLC | 1,210 | $43.6K | 0.01% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 1,190 | $42.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,152 | $41.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,135 | $40.9K | 0.00% | +1,000+740.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,126 | $40.6K | 0.00% | −245−17.9% | Reduced |
| NBT Bank N A | 1,106 | $39.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,024 | $36.9K | 0.00% | −271−20.9% | Reduced |
| Private Ocean, LLC | 1,011 | $36.4K | 0.00% | +838+484.4% | Added |
| Viking Fund Management LLC | 1,000 | $36.0K | 0.01% | +1,000 | New |
| Versant Capital Management, Inc | 936 | $33.7K | 0.01% | +678+262.8% | Added |
| 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 |
| Central Trust Co | 812 | $29.3K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 769 | $28.0K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 762 | $27.5K | 0.00% | +762 | New |
| Spire Wealth Management | 751 | $27.1K | 0.00% | +122+19.4% | Added |
| Canton Hathaway, LLC | 730 | $26.0K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 706 | $25.4K | 0.01% | +706 | New |
| Valley National Advisers Inc | 695 | $25.0K | 0.00% | −40−5.4% | Reduced |
| Carolinas Wealth Consulting LLC | 687 | $24.8K | 0.00% | −30−4.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 657 | $23.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 641 | $23.1K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 607 | $21.9K | 0.00% | +607 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $21.6K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 553 | $19.9K | 0.02% | 00.0% | Unchanged |
| 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 |
| Sachetta, LLC | 396 | $17.1K | 0.01% | −23−5.5% | Reduced |
| Hobbs Group Advisors, LLC | 460 | $16.6K | 0.01% | +460 | New |
| West Oak Capital, LLC | 400 | $14.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 382 | $13.8K | 0.00% | +43+12.7% | Added |
| Frazier Financial Advisors, LLC | 367 | $13.2K | 0.01% | −10−2.7% | Reduced |
| Rothschild Investment LLC | 367 | $13.2K | 0.00% | +15+4.3% | Added |
| BFSG, LLC | 350 | $12.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 325 | $11.7K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 309 | $11.1K | 0.00% | −83−21.2% | Reduced |
| Citizens National Bank Trust Department | 300 | $10.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 299 | $10.8K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 291 | $10.5K | 0.00% | +291 | New |
| Grove Bank & Trust | 290 | $10.4K | 0.00% | −40−12.1% | Reduced |
| Semmax Financial Advisors Inc. | 251 | $10.1K | 0.00% | +3+1.2% | Added |
| BNP Paribas | 272 | $9.80K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 268 | $9.66K | 0.00% | +268 | New |
| CBIZ Investment Advisory Services, LLC | 264 | $9.51K | 0.00% | +264 | New |
| POM Investment Strategies, LLC | 260 | $9.37K | 0.01% | +3+1.2% | Added |
| Exchange Traded Concepts, LLC | 260 | $9.37K | 0.00% | +40+18.2% | Added |
| Whittier Trust Co of Nevada Inc | 256 | $9.22K | 0.00% | −1,758−87.3% | Reduced |
| Bruce G. Allen Investments, LLC | 242 | $8.72K | 0.01% | +25+11.5% | Added |
| West Paces Advisors Inc. | 238 | $8.57K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 219 | $7.89K | 0.00% | +10+4.8% | Added |
| Barrett & Company, Inc. | 218 | $7.86K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 211 | $7.60K | 0.00% | +65+44.5% | Added |
| Creative Financial Designs Inc | 210 | $7.57K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $7.21K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 198 | $7.12K | 0.00% | +180+1,000.0% | Added |
| FWL Investment Management, LLC | 180 | $6.49K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 178 | $6.41K | 0.00% | +178 | New |
| WR Wealth Planners, LLC | 177 | $6.38K | 0.00% | +69+63.9% | Added |
| Colonial Trust Co | 182 | $6.30K | 0.00% | −43−19.1% | Reduced |
| Crewe Advisors LLC | 171 | $6.16K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 175 | $6.00K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $5.91K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $5.73K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 157 | $5.66K | 0.00% | +157 | New |