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 |
|---|---|---|---|---|---|
| Motco | 490 | $20.1K | 0.00% | +490 | New |
| Picton Mahoney Asset Management | 509 | $21.0K | 0.00% | +509 | New |
| Hexagon Capital Partners LLC | 531 | $21.8K | 0.00% | +149+39.0% | Added |
| GPS Wealth Strategies Group, LLC | 550 | $22.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $22.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 553 | $22.7K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 605 | $24.0K | 0.00% | −90−12.9% | Reduced |
| Costello Asset Management, INC | 600 | $24.6K | 0.02% | +600 | New |
| Private Wealth Management Group, LLC | 644 | $26.4K | 0.01% | +3+0.5% | Added |
| Carmichael Hill & Associates, Inc. | 657 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 669 | $27.5K | 0.01% | +669 | New |
| Catalyst Capital Advisors LLC | 676 | $27.8K | 0.00% | +676 | New |
| Spire Wealth Management | 681 | $28.0K | 0.00% | −70−9.3% | Reduced |
| Carolinas Wealth Consulting LLC | 698 | $28.7K | 0.01% | +11+1.6% | Added |
| Canton Hathaway, LLC | 730 | $30.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 843 | $34.6K | 0.00% | +31+3.8% | Added |
| Oarsman Capital, Inc. | 871 | $35.8K | 0.01% | +871 | New |
| Zions Bancorporation, N.A. | 971 | $39.9K | 0.00% | −53−5.2% | Reduced |
| GW&K Investment Management, LLC | 993 | $41.0K | 0.00% | +70+7.6% | Added |
| NBT Bank N A | 1,106 | $45.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,126 | $46.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,135 | $46.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,152 | $47.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,201 | $47.9K | 0.00% | +1,046+674.8% | Added |
| Abich Financial Wealth Management LLC | 1,174 | $48.2K | 0.11% | −2,076−63.9% | Reduced |
| Nordwand Advisors, LLC | 1,190 | $48.9K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,207 | $49.6K | 0.03% | −186−13.4% | Reduced |
| Friedenthal Financial | 1,218 | $50.0K | 0.03% | +1,218 | New |
| CVA Family Office, LLC | 1,236 | $50.8K | 0.01% | +26+2.1% | Added |
| Legacy Investment Solutions, LLC | 1,167 | $54.2K | 0.03% | +1,167 | New |
| Legacy Wealth Managment, LLC | 1,167 | $54.2K | 0.03% | +1,167 | New |
| Ridgewood Investments LLC | 1,331 | $54.7K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,398 | $57.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,428 | $58.6K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,435 | $58.9K | 0.01% | +499+53.3% | Added |
| Manchester Capital Management LLC | 1,471 | $60.4K | 0.01% | +71+5.1% | Added |
| Lindbrook Capital, LLC | 1,492 | $61.3K | 0.01% | +58+4.0% | Added |
| Deseret Mutual Benefit Administrators | 1,545 | $63.5K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $65.0K | 0.03% | +1,600 | New |
| Allworth Financial LP | 1,626 | $66.8K | 0.00% | −5,248−76.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,659 | $68.1K | 0.01% | +322+24.1% | Added |
| Intact Investment Management Inc. | 1,700 | $69.8K | 0.00% | +1,700 | New |
| Exchange Traded Concepts, LLC | 1,712 | $70.3K | 0.00% | +1,452+558.5% | Added |
| Paradigm Asset Management Co LLC | 1,749 | $71.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,768 | $72.6K | 0.01% | −2−0.1% | Reduced |
| First Financial Corp | 1,800 | $73.9K | 0.04% | −150−7.7% | Reduced |
| Huntington National Bank | 1,864 | $76.6K | 0.00% | +12+0.6% | Added |
| Gen-Wealth Partners Inc | 1,821 | $77.8K | 0.03% | −84−4.4% | Reduced |
| ORG Wealth Partners, LLC | 2,022 | $83.0K | 0.03% | +2,022 | New |
| Caitlin John, LLC | 1,841 | $85.5K | 0.05% | +1,841 | New |
| Clearstead Advisors, LLC | 2,150 | $88.3K | 0.00% | +100+4.9% | Added |
| Bryn Mawr Trust Co | 2,175 | $89.3K | 0.00% | +2,175 | New |
| Ancora Advisors, LLC | 2,222 | $91.3K | 0.00% | −3,000−57.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,264 | $93.0K | 0.00% | −80−3.4% | Reduced |
| Private Trust Co NA | 2,397 | $98.4K | 0.01% | +1,135+89.9% | Added |
| Massmutual Trust Co FSB | 2,508 | $103.0K | 0.00% | −452−15.3% | Reduced |
| Global Retirement Partners, LLC | 2,514 | $103.3K | 0.00% | +16+0.6% | Added |
| Ci Investments Inc. | 2,538 | $104.0K | 0.00% | +63+2.5% | Added |
| TD Private Client Wealth LLC | 2,577 | $105.8K | 0.00% | −9,711−79.0% | Reduced |
| True Wealth Design, LLC | 2,615 | $107.4K | 0.04% | +2,615 | New |
| Covestor Ltd | 2,821 | $116.0K | 0.07% | −392−12.2% | Reduced |
| FSC Wealth Advisors, LLC | 2,964 | $121.8K | 0.09% | 00.0% | Unchanged |
| Viking Fund Management LLC | 3,000 | $123.2K | 0.02% | +2,000+200.0% | Added |
| Quent Capital, LLC | 3,097 | $127.0K | 0.01% | +76+2.5% | Added |
| EverSource Wealth Advisors, LLC | 3,269 | $134.3K | 0.01% | −504−13.4% | Reduced |
| Ostrum Asset Management | 3,308 | $135.9K | 0.01% | +41+1.3% | Added |
| GeoWealth Management, LLC | 3,326 | $136.6K | 0.00% | +3,326 | New |
| Planned Solutions, Inc. | 3,353 | $137.7K | 0.06% | +3,353 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,500 | $143.7K | 0.01% | +2,900+483.3% | Added |
| Raleigh Capital Management Inc. | 3,543 | $145.5K | 0.06% | −751−17.5% | Reduced |
| First Horizon Advisors, Inc. | 3,668 | $150.7K | 0.00% | −1,881−33.9% | Reduced |
| Venturi Wealth Management, LLC | 4,076 | $167.4K | 0.01% | +2,593+174.8% | Added |
| LRI Investments, LLC | 3,607 | $168.0K | 0.02% | −253−6.6% | Reduced |
| CIBC Private Wealth Group, LLC | 4,247 | $174.4K | 0.00% | +675+18.9% | Added |
| Advisors Asset Management, Inc. | 4,275 | $175.6K | 0.00% | −4,208−49.6% | Reduced |
| Harbour Investments, Inc. | 4,321 | $177.5K | 0.01% | −197−4.4% | Reduced |
| Parallel Advisors, LLC | 4,344 | $178.4K | 0.00% | +710+19.5% | Added |
| Richardson Financial Services Inc. | 5,150 | $185.6K | 0.12% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 4,636 | $189.1K | 0.02% | +1,323+39.9% | Added |
| Capital Performance Advisors LLP | 4,675 | $192.0K | 0.06% | +4,675 | New |
| Ameritas Investment Partners, Inc. | 4,808 | $197.5K | 0.01% | −235−4.7% | Reduced |
| Quarry LP | 4,956 | $203.5K | 0.06% | +2,921+143.5% | Added |
| Integrated Wealth Concepts LLC | 4,975 | $204.3K | 0.00% | +4,975 | New |
| D.A. Davidson & Co. | 5,093 | $209.2K | 0.00% | +5,093 | New |
| Aaron Wealth Advisors | 5,102 | $209.5K | 0.02% | +5,102 | New |
| Jones Financial Companies LLLP | 5,134 | $209.8K | 0.00% | +3,551+224.3% | Added |
| Personal Cfo Solutions, LLC | 5,155 | $211.7K | 0.03% | +5,155 | New |
| NorthRock Partners, LLC | 5,178 | $212.7K | 0.01% | +5,178 | New |
| Morningstar Investment Services LLC | 5,221 | $213.0K | 0.00% | +5,221 | New |
| Moors & Cabot, Inc. | 5,189 | $213.1K | 0.01% | +5,189 | New |
| HBK Sorce Advisory LLC | 5,190 | $213.2K | 0.01% | +5,190 | New |
| Axq Capital, LP | 5,232 | $214.9K | 0.06% | +5,232 | New |
| RFG Advisory, LLC | 5,259 | $216.0K | 0.01% | +5,259 | New |
| Geneos Wealth Management Inc. | 5,263 | $216.2K | 0.01% | +5,208+9,469.1% | Added |
| Atria Wealth Solutions, Inc. | 5,273 | $216.6K | 0.00% | −2,077−28.3% | Reduced |
| Siemens Fonds Invest GmbH | 5,282 | $216.9K | 0.02% | +5,282 | New |
| Principal Securities, Inc. | 5,301 | $217.7K | 0.01% | +725+15.8% | Added |
| Sage Mountain Advisors LLC | 5,359 | $220.1K | 0.02% | +5,359 | New |
| MidWestOne Financial Group, Inc. | 5,374 | $220.7K | 0.03% | +5,374 | New |
| Cidel Asset Management Inc | 5,380 | $221.0K | 0.02% | −502−8.5% | Reduced |