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, Q3 2024
Institutional positions in Citizens Financial Group Inc as of Sep 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
- 801
- +45 vs. Q2 2024
- Shares held
- 417.5M
- +62.9M (+17.7%) vs. Q2 2024
- Total value
- $17.1B
- +$4.38B (+34.3%) vs. Q2 2024
- New holders
- 111
- 284 more added
- Sold out
- 66
- 303 more reduced
7 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 259 | $29 | 0.00% | +12+4.9% | Added |
| Rakuten Securities, Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $42 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $47 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $123 | 0.00% | +1+50.0% | Added |
| West Branch Capital LLC | 3 | $124 | 0.00% | +3 | New |
| Creative Capital Management Investments LLC | 4 | $164 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $205 | 0.00% | +5 | New |
| Reston Wealth Management LLC | 8 | $329 | 0.00% | +8 | New |
| Claris Advisors, LLC | 14 | $575 | 0.00% | +14 | New |
| Plante Moran Financial Advisors, LLC | 16 | $657 | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 22 | $904 | 0.00% | +19+633.3% | Added |
| Clean Yield Group | 22 | $904 | 0.00% | +22 | New |
| JDM Financial Group LLC | 23 | $945 | 0.00% | +23 | New |
| ClariVest Asset Management LLC | 28 | $970 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 24 | $993 | 0.00% | −2,370−99.0% | Reduced |
| SWAN Capital LLC | 25 | $1.03K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $1.03K | 0.00% | +25 | New |
| Main Street Group, LTD | 28 | $1.14K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $1.44K | 0.00% | −9−20.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 38 | $1.56K | 0.00% | +38 | New |
| TFC Financial Management | 39 | $1.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $1.60K | 0.00% | +4+11.4% | Added |
| Center for Financial Planning, Inc. | 43 | $1.77K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 50 | $1.80K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 45 | $1.84K | 0.00% | +26+136.8% | Added |
| DiNuzzo Private Wealth, Inc. | 46 | $1.89K | 0.00% | +1+2.2% | Added |
| Financial Management Professionals, Inc. | 47 | $2.00K | 0.00% | +29+161.1% | Added |
| Raffa Wealth Management, LLC | 49 | $2.01K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 49 | $2.01K | 0.00% | +1+2.1% | Added |
| Trifecta Capital Advisors, LLC | 50 | $2.05K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $2.05K | 0.00% | +21+72.4% | Added |
| MCF Advisors LLC | 54 | $2.22K | 0.00% | −10−15.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 54 | $2.22K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $2.30K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 57 | $2.34K | 0.00% | −13,507−99.6% | Reduced |
| Highline Wealth Partners LLC | 58 | $2.38K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 63 | $2.59K | 0.00% | +63 | New |
| Bokf, NA | 66 | $2.64K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.92K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 75 | $3.08K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 78 | $3.19K | 0.01% | +78 | New |
| Heritage Wealth Advisors | 90 | $3.70K | 0.00% | +90 | New |
| Key Financial Inc | 91 | $3.74K | 0.00% | +24+35.8% | Added |
| Avion Wealth | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 98 | $4.04K | 0.00% | +67+216.1% | Added |
| Johnson Financial Group, Inc. | 103 | $4.23K | 0.00% | +56+119.1% | Added |
| BOK Financial Private Wealth, Inc. | 108 | $4.44K | 0.00% | +108 | New |
| Jackson, Grant Investment Advisers, Inc. | 112 | $4.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 110 | $4.65K | 0.00% | +14+14.6% | Added |
| Colonial Trust Co | 115 | $4.69K | 0.00% | −67−36.8% | Reduced |
| Hallmark Capital Management Inc | 120 | $4.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $5.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $5.26K | 0.00% | −27−17.4% | Reduced |
| REAP Financial Group, LLC | 131 | $5.38K | 0.00% | −2−1.5% | Reduced |
| AdvisorNet Financial, Inc | 131 | $5.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 134 | $5.50K | 0.00% | +134 | New |
| Truvestments Capital LLC | 136 | $5.59K | 0.00% | +136 | New |
| NVWM, LLC | 138 | $5.67K | 0.00% | +1+0.7% | Added |
| Prestige Wealth Management Group LLC | 144 | $5.92K | 0.00% | +144 | New |
| Investors Research Corp | 145 | $5.96K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 146 | $5.98K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $6.53K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $6.74K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 171 | $7.02K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 180 | $7.39K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 189 | $7.76K | 0.00% | −21−10.0% | Reduced |
| Beacon Capital Management, LLC | 194 | $7.97K | 0.00% | +59+43.7% | Added |
| Sachetta, LLC | 196 | $8.05K | 0.00% | −200−50.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 198 | $8.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $8.21K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $8.21K | 0.00% | +200 | New |
| Harbor Investment Advisory, LLC | 209 | $8.58K | 0.00% | −10−4.6% | Reduced |
| Coastline Trust Co | 212 | $8.71K | 0.00% | +212 | New |
| GHP Investment Advisors, Inc. | 214 | $8.79K | 0.00% | +214 | New |
| Barrett & Company, Inc. | 218 | $8.95K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 231 | $9.49K | 0.00% | +231 | New |
| West Paces Advisors Inc. | 238 | $9.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 242 | $9.94K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 253 | $10.4K | 0.00% | +76+42.9% | Added |
| Whittier Trust Co of Nevada Inc | 256 | $10.5K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 263 | $10.8K | 0.01% | +3+1.2% | Added |
| CBIZ Investment Advisory Services, LLC | 264 | $10.8K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 268 | $11.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 270 | $11.1K | 0.01% | −97−26.4% | Reduced |
| BNP Paribas | 272 | $11.2K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 254 | $11.9K | 0.00% | +3+1.2% | Added |
| Grove Bank & Trust | 290 | $11.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 309 | $12.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 325 | $13.3K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 350 | $14.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 364 | $14.9K | 0.00% | +364 | New |
| West Oak Capital, LLC | 400 | $16.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 410 | $16.8K | 0.00% | +43+11.7% | Added |
| Hobbs Group Advisors, LLC | 460 | $18.9K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 476 | $20.0K | 0.01% | +476 | New |