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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 5,399 | $221.7K | 0.00% | +5,399 | New |
| Vise Technologies, Inc. | 5,455 | $224.0K | 0.03% | +5,455 | New |
| Accurate Wealth Management, LLC | 5,177 | $225.1K | 0.05% | −196−3.6% | Reduced |
| Prospera Financial Services Inc | 5,514 | $226.5K | 0.01% | +5,514 | New |
| MAI Capital Management | 5,522 | $226.8K | 0.00% | −426−7.2% | Reduced |
| Change Path, LLC | 5,532 | $227.2K | 0.01% | +5,532 | New |
| Sapient Capital LLC | 5,543 | $227.7K | 0.00% | −650−10.5% | Reduced |
| Atomi Financial Group, Inc. | 5,625 | $231.0K | 0.01% | +5,625 | New |
| Cedrus LLC | 5,636 | $231.5K | 0.09% | −3,797−40.3% | Reduced |
| Resources Investment Advisors, LLC. | 5,642 | $231.7K | 0.00% | +5,642 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,652 | $232.1K | 0.00% | +5,652 | New |
| Steward Partners Investment Advisory, LLC | 5,720 | $234.9K | 0.00% | +16+0.3% | Added |
| Brookstone Capital Management | 5,731 | $235.4K | 0.00% | −1,739−23.3% | Reduced |
| Legacy Advisors, LLC | 5,735 | $235.5K | 0.03% | +14+0.2% | Added |
| IFP Advisors, Inc | 5,765 | $236.7K | 0.01% | −466−7.5% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,851 | $240.3K | 0.03% | +5,851 | New |
| CX Institutional | 5,859 | $240.6K | 0.01% | +106+1.8% | Added |
| Trust Asset Management LLC | 5,889 | $241.9K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 5,908 | $242.6K | 0.03% | −30−0.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,938 | $243.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,954 | $244.5K | 0.00% | +439+8.0% | Added |
| Advisors Capital Management, LLC | 5,990 | $246.0K | 0.00% | +197+3.4% | Added |
| Quadrant Capital Group LLC | 6,004 | $246.6K | 0.02% | +34+0.6% | Added |
| Horizon Investments, LLC | 6,083 | $247.3K | 0.01% | −713−10.5% | Reduced |
| Crumly & Associates Inc. | 6,029 | $247.6K | 0.07% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 6,046 | $250.5K | 0.19% | −553−8.4% | Reduced |
| Wetherby Asset Management Inc | 6,151 | $252.6K | 0.01% | −24−0.4% | Reduced |
| Cable Hill Partners, LLC | 6,153 | $252.7K | 0.02% | −684−10.0% | Reduced |
| Clear Street Markets LLC | 6,200 | $255.0K | 0.16% | +6,200 | New |
| Fidelis Capital Partners, LLC | 6,168 | $255.6K | 0.03% | −475−7.2% | Reduced |
| SevenBridge Financial Group, LLC | 5,555 | $258.2K | 0.05% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 6,288 | $258.2K | 0.15% | −9,269−59.6% | Reduced |
| Gries Financial LLC | 6,289 | $258.3K | 0.05% | +131+2.1% | Added |
| CenterBook Partners LP | 6,318 | $259.5K | 0.02% | +6,318 | New |
| Lincoln Capital Corp | 6,340 | $260.4K | 0.11% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 6,347 | $260.7K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 6,359 | $261.2K | 0.15% | +6,359 | New |
| Evergreen Capital Management LLC | 6,379 | $262.0K | 0.01% | +686+12.0% | Added |
| Van Eck Associates Corp | 6,330 | $262.0K | 0.00% | +361+6.0% | Added |
| Whittier Trust Co | 6,428 | $263.9K | 0.00% | −783−10.9% | Reduced |
| Family Asset Management, LLC | 6,473 | $265.8K | 0.16% | −612−8.6% | Reduced |
| Larson Financial Group LLC | 6,547 | $268.9K | 0.02% | +5,318+432.7% | Added |
| LMR Partners LLP | 6,605 | $271.3K | 0.01% | +6,605 | New |
| Swiss Life Asset Management Ltd | 6,635 | $272.2K | 0.00% | −2,390−26.5% | Reduced |
| Advisory Services Network, LLC | 7,569 | $272.7K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 6,682 | $274.4K | 0.02% | −21,220−76.1% | Reduced |
| Traphagen Investment Advisors LLC | 6,686 | $274.6K | 0.03% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 6,634 | $274.9K | 0.01% | +6,634 | New |
| Horan Securities, Inc. | 6,769 | $278.0K | 0.11% | −296−4.2% | Reduced |
| Great Lakes Advisors, LLC | 6,886 | $282.8K | 0.00% | +190+2.8% | Added |
| Pinnacle Associates Ltd | 8,614 | $285.5K | 0.00% | −3,233−27.3% | Reduced |
| Sym Financial Corp | 6,976 | $286.5K | 0.04% | +322+4.8% | Added |
| Par Capital Management Inc | 7,000 | $287.5K | 0.01% | +7,000 | New |
| Umb Bank N A | 7,022 | $288.4K | 0.00% | +119+1.7% | Added |
| Ferguson Wellman Capital Management, Inc | 7,044 | $289.3K | 0.01% | −1,060−13.1% | Reduced |
| Skopos Labs, Inc. | 7,071 | $290.4K | 0.10% | +138+2.0% | Added |
| Robeco Institutional Asset Management B.V. | 7,108 | $291.9K | 0.00% | +7,108 | New |
| Ariadne Wealth Management, LP | 6,285 | $291.9K | 0.16% | +6,285 | New |
| Commerzbank Aktiengesellschaft | 7,163 | $295.0K | 0.01% | +732+11.4% | Added |
| Epoch Investment Partners, Inc. | 7,185 | $295.1K | 0.00% | −45−0.6% | Reduced |
| Ellevest, Inc. | 7,346 | $301.7K | 0.02% | +32+0.4% | Added |
| 1620 Investment Advisors, Inc. | 7,475 | $307.0K | 0.22% | −925−11.0% | Reduced |
| Empowered Funds, LLC | 7,487 | $307.5K | 0.00% | +579+8.4% | Added |
| Mather Group, LLC. | 7,494 | $307.8K | 0.00% | +3,868+106.7% | Added |
| Harvest Fund Management Co., Ltd | 7,520 | $309.0K | 0.02% | +5,608+293.3% | Added |
| Ballentine Partners, LLC | 7,530 | $309.3K | 0.01% | +1,057+16.3% | Added |
| Summit Trail Advisors, LLC | 7,539 | $309.6K | 0.01% | −12,567−62.5% | Reduced |
| DoubleLine ETF Adviser LP | 7,615 | $312.7K | 0.08% | −886−10.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,633 | $313.5K | 0.02% | −395−4.9% | Reduced |
| Fort Sheridan Advisors LLC | 7,652 | $314.3K | 0.05% | +7,652 | New |
| Brophy Wealth Management, LLC | 7,760 | $318.7K | 0.11% | +7,760 | New |
| Paragon Capital Management Ltd | 7,893 | $324.2K | 0.06% | +82+1.0% | Added |
| Fort Washington Investment Advisors Inc | 7,911 | $324.9K | 0.00% | −177−2.2% | Reduced |
| Vestcor Inc | 8,134 | $334.0K | 0.01% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 8,149 | $334.7K | 0.02% | 00.0% | Unchanged |
| Perpetual Ltd | 8,158 | $335.0K | 0.00% | −9,114−52.8% | Reduced |
| Graypoint LLC | 8,242 | $338.5K | 0.02% | +873+11.8% | Added |
| Summit Financial, LLC | 8,347 | $342.8K | 0.01% | −925−10.0% | Reduced |
| Sterling Investment Counsel, LLC | 8,464 | $347.6K | 0.12% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 8,593 | $352.9K | 0.08% | −44,121−83.7% | Reduced |
| MBB Public Markets I LLC | 8,640 | $354.8K | 0.03% | −25,585−74.8% | Reduced |
| Raymond James Trust N.A. | 8,743 | $359.1K | 0.01% | +1,593+22.3% | Added |
| Claro Advisors LLC | 8,819 | $362.2K | 0.05% | +8,819 | New |
| Ronald Blue Trust, Inc. | 10,203 | $367.6K | 0.00% | +5,192+103.6% | Added |
| Assetmark, Inc | 9,177 | $376.9K | 0.00% | −22,763−71.3% | Reduced |
| Atlas Capital Advisors LLC | 9,178 | $376.9K | 0.06% | +7,833+582.4% | Added |
| Continuum Advisory, LLC | 8,278 | $385.6K | 0.05% | −572−6.5% | Reduced |
| Montchanin Asset Management, LLC | 9,400 | $386.0K | 0.36% | 00.0% | Unchanged |
| Westpac Banking Corp | 9,564 | $392.8K | 0.03% | +8,158+580.2% | Added |
| Oxford Asset Management LLP | 9,570 | $393.0K | 0.33% | −1,393−12.7% | Reduced |
| Lynx Investment Advisory | 9,640 | $395.9K | 0.29% | +90+0.9% | Added |
| International Private Wealth Advisors LLC | 9,707 | $398.7K | 0.58% | −596−5.8% | Reduced |
| Penserra Capital Management LLC | 9,827 | $402.0K | 0.01% | −167−1.7% | Reduced |
| Schubert & Co | 9,840 | $404.1K | 0.29% | +9,840 | New |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $410.7K | 0.12% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 10,004 | $410.9K | 0.09% | +656+7.0% | Added |
| Brown Brothers Harriman & Co | 10,013 | $411.2K | 0.00% | −219−2.1% | Reduced |
| Intrua Financial, LLC | 10,235 | $420.3K | 0.07% | −1,624−13.7% | Reduced |
| Dark Forest Capital Management LP | 10,609 | $435.7K | 0.06% | −7,762−42.3% | Reduced |
| Wealthspire Advisors, LLC | 10,621 | $436.2K | 0.00% | +205+2.0% | Added |