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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.

Other share classesCFG.PECFG.PHCFG.PI

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.

Institutional holdersQ3 2024: 801 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ3 2024: $17.1B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$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.

Institutions holding CFG in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wedmont Private Capital10,608$436.7K0.02%+1,125+11.9%Added
GWM Advisors LLC10,894$447.4K0.00%−274−2.5%Reduced
AlphaStar Capital Management, LLC10,903$447.8K0.04%+3,410+45.5%Added
Connable Office Inc10,912$448.2K0.05%−5,339−32.9%Reduced
Diversified Trust Co10,995$451.6K0.01%−1,468−11.8%Reduced
Virtu Financial LLC11,038$453.0K0.02%+11,038New
Gladstone Institutional Advisory LLC11,090$455.5K0.02%−468−4.0%Reduced
Ritholtz Wealth Management11,119$456.7K0.01%+5,167+86.8%Added
Vident Advisory, LLC11,159$458.3K0.01%−31,534−73.9%Reduced
Applied Finance Capital Management, LLC11,167$458.6K0.02%−1,546−12.2%Reduced
GAMMA Investing LLC11,288$463.6K0.05%+3,312+41.5%Added
Intech Investment Management LLC11,359$466.5K0.01%00.0%Unchanged
Cobblestone Capital Advisors LLC11,395$468.0K0.03%+280+2.5%Added
Panagora Asset Management Inc11,434$469.6K0.00%−40.0%Reduced
Hennion & Walsh Asset Management, Inc.11,596$476.2K0.02%−358−3.0%Reduced
Prossimo Advisors, LLC11,655$479.0K0.35%+2,255+24.0%Added
We Are One Seven, LLC11,735$482.0K0.02%+843+7.7%Added
Leonteq Securities AG11,763$483.1K0.06%−777−6.2%Reduced
Pinnacle Holdings, LLC11,787$484.1K0.19%00.0%Unchanged
Centennial Wealth Advisory LLC11,816$485.2K0.19%+435+3.8%Added
V-Square Quantitative Management LLC11,876$487.7K0.07%−896−7.0%Reduced
Old National Bancorp11,888$488.2K0.01%−249−2.1%Reduced
Bleakley Financial Group, LLC11,939$490.3K0.01%+668+5.9%Added
United Services Automobile Association12,225$502.1K0.01%−3,295−21.2%Reduced
Gotham Asset Management, LLC12,230$502.3K0.01%+370+3.1%Added
Profund Advisors LLC12,251$503.1K0.02%+2,198+21.9%Added
Gsa Capital Partners LLP12,554$516.0K0.04%−33,955−73.0%Reduced
Tokio Marine Asset Management Co Ltd12,688$521.1K0.02%00.0%Unchanged
RSM US Wealth Management LLC13,250$529.0K0.01%+2,978+29.0%Added
Verdence Capital Advisors LLC13,140$539.7K0.04%+2,280+21.0%Added
Commerce Bank13,177$541.2K0.00%+250+1.9%Added
Kentucky Retirement Systems Insurance Trust Fund13,273$545.1K0.04%−1,403−9.6%Reduced
Impact Partnership Wealth, LLC13,436$551.8K0.12%−409−3.0%Reduced
Cambria Investment Management, L.P.13,558$556.8K0.03%+2,717+25.1%Added
SageView Advisory Group, LLC13,560$556.9K0.03%−810−5.6%Reduced
Lido Advisors, LLC13,609$558.9K0.00%+4,054+42.4%Added
Archer Investment Corp13,613$559.1K0.15%00.0%Unchanged
New England Research & Management, Inc.13,730$564.0K0.26%−25−0.2%Reduced
Meeder Advisory Services, Inc.13,824$567.8K0.04%+1,298+10.4%Added
Compass Wealth Management LLC13,850$568.8K0.13%−275−1.9%Reduced
Bayesian Capital Management, LP14,038$576.5K0.07%−11,731−45.5%Reduced
Northwestern Mutual Investment Management Company, LLC14,209$583.6K0.01%−272−1.9%Reduced
Oddo BHF Asset Management SAS14,370$590.2K0.03%+14,370New
Blair William & Co14,440$593.0K0.00%−391−2.6%Reduced
Metis Global Partners, LLC14,502$595.6K0.02%−29−0.2%Reduced
Envestnet Portfolio Solutions, Inc.14,542$597.3K0.00%+2,006+16.0%Added
De Lisle Partners LLP14,863$610.5K0.10%00.0%Unchanged
Vontobel Holding Ltd.14,897$611.8K0.00%+8,262+124.5%Added
Hennessy Advisors Inc15,000$616.0K0.02%−4,000−21.1%Reduced
Veriti Management LLC15,010$616.5K0.03%+2,579+20.7%Added
Investment Management Corp of Ontario15,103$620.3K0.01%+5,000+49.5%Added
Bluesphere Advisors, LLC15,146$622.0K0.31%00.0%Unchanged
HB Wealth Management, LLC15,198$624.2K0.01%+2,490+19.6%Added
Jefferies Financial Group Inc.15,321$629.2K0.01%+15,321New
Pekin Hardy Strauss, Inc.15,341$630.1K0.08%−1,434−8.5%Reduced
Meiji Yasuda Asset Management Co Ltd.15,507$636.9K0.02%−271−1.7%Reduced
Greenleaf Trust15,588$640.2K0.01%+81+0.5%Added
Twinbeech Capital LP15,603$640.8K0.01%−347,843−95.7%Reduced
CoreCap Advisors, LLC15,666$643.4K0.03%+15,666New
Knights of Columbus Asset Advisors LLC15,670$643.6K0.04%+52+0.3%Added
Altfest L J & Co Inc15,722$646.0K0.09%+20+0.1%Added
Salzhauer Michael15,801$648.9K0.41%00.0%Unchanged
Point72 (DIFC) Ltd15,847$650.8K0.05%−123,864−88.7%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main15,988$656.6K0.00%−342,649−95.5%Reduced
Empirical Finance, LLC16,076$660.2K0.04%+330+2.1%Added
Omers Administration Corp16,213$665.9K0.01%00.0%Unchanged
Convergence Investment Partners, LLC16,423$674.5K0.18%+16,423New
Walleye Capital LLC16,455$675.8K0.01%−6,153−27.2%Reduced
Carl P. Sherr & Co., LLC16,528$678.8K0.36%−100−0.6%Reduced
Banque Cantonale Vaudoise16,624$682.0K0.03%−19,015−53.4%Reduced
Gallagher Fiduciary Advisors, LLC17,059$700.6K0.14%−3,070−15.3%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)17,127$703.4K0.00%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd17,418$715.4K0.02%+17,418New
Sterling Capital Management LLC17,421$715.5K0.01%+17,421New
Farther Finance Advisors, LLC17,468$717.4K0.03%+11,578+196.6%Added
Cookson Peirce & Co Inc17,556$721.0K0.03%+17,556New
Elevated Capital Advisors, LLC17,853$733.2K0.19%−1,116−5.9%Reduced
Ontario Teachers Pension Plan Board18,205$747.7K0.01%+2,569+16.4%Added
Tower Research Capital LLC (TRC)18,375$754.7K0.02%−64,472−77.8%Reduced
Contravisory Investment Management, Inc.18,642$765.6K0.16%+5,818+45.4%Added
Sequoia Financial Advisors, LLC18,671$766.8K0.01%+61+0.3%Added
Norinchukin Bank, The18,733$769.4K0.02%+2,529+15.6%Added
Meeder Asset Management Inc18,782$771.4K0.05%−38−0.2%Reduced
Summit Global Investments18,869$775.0K0.05%−7,821−29.3%Reduced
United Capital Financial Advisers, LLC19,026$781.4K0.01%+741+4.1%Added
Kestra Advisory Services, LLC19,038$781.9K0.00%−377−1.9%Reduced
WBI Investments19,109$784.8K0.19%−25,549−57.2%Reduced
LifePro Asset Management19,280$791.8K0.48%−829−4.1%Reduced
Northwestern Mutual Wealth Management Co19,453$798.9K0.00%−781−3.9%Reduced
Everence Capital Management Inc19,550$803.0K0.05%−3,170−14.0%Reduced
CSS LLC19,597$804.8K0.05%+4,500+29.8%Added
Beacon Investment Advisory Services, Inc.19,778$812.3K0.03%−25,047−55.9%Reduced
Csenge Advisory Group19,097$813.7K0.04%−626−3.2%Reduced
TownSquare Capital, LLC19,846$815.1K0.01%+3,580+22.0%Added
Strategic Advisors LLC20,200$829.6K0.15%−2,000−9.0%Reduced
NEOS Investment Management LLC20,250$831.7K0.03%+4,060+25.1%Added
Virtus ETF Advisers LLC20,481$841.2K0.39%+20,481New
Coldstream Capital Management Inc20,302$842.8K0.02%+2,293+12.7%Added
Keybank National Association20,596$845.9K0.00%+2,637+14.7%Added
Romano Brothers and Company21,154$868.8K0.11%+2,000+10.4%Added