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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 21,154 | $868.8K | 0.11% | +2,000+10.4% | Added |
| Keybank National Association | 20,596 | $845.9K | 0.00% | +2,637+14.7% | Added |
| Coldstream Capital Management Inc | 20,302 | $842.8K | 0.02% | +2,293+12.7% | Added |
| Virtus ETF Advisers LLC | 20,481 | $841.2K | 0.39% | +20,481 | New |
| NEOS Investment Management LLC | 20,250 | $831.7K | 0.03% | +4,060+25.1% | Added |
| Strategic Advisors LLC | 20,200 | $829.6K | 0.15% | −2,000−9.0% | Reduced |
| TownSquare Capital, LLC | 19,846 | $815.1K | 0.01% | +3,580+22.0% | Added |
| Csenge Advisory Group | 19,097 | $813.7K | 0.04% | −626−3.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 19,778 | $812.3K | 0.03% | −25,047−55.9% | Reduced |
| CSS LLC | 19,597 | $804.8K | 0.05% | +4,500+29.8% | Added |
| Everence Capital Management Inc | 19,550 | $803.0K | 0.05% | −3,170−14.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 19,453 | $798.9K | 0.00% | −781−3.9% | Reduced |
| LifePro Asset Management | 19,280 | $791.8K | 0.48% | −829−4.1% | Reduced |
| WBI Investments | 19,109 | $784.8K | 0.19% | −25,549−57.2% | Reduced |
| Kestra Advisory Services, LLC | 19,038 | $781.9K | 0.00% | −377−1.9% | Reduced |
| United Capital Financial Advisers, LLC | 19,026 | $781.4K | 0.01% | +741+4.1% | Added |
| Summit Global Investments | 18,869 | $775.0K | 0.05% | −7,821−29.3% | Reduced |
| Meeder Asset Management Inc | 18,782 | $771.4K | 0.05% | −38−0.2% | Reduced |
| Norinchukin Bank, The | 18,733 | $769.4K | 0.02% | +2,529+15.6% | Added |
| Sequoia Financial Advisors, LLC | 18,671 | $766.8K | 0.01% | +61+0.3% | Added |
| Contravisory Investment Management, Inc. | 18,642 | $765.6K | 0.16% | +5,818+45.4% | Added |
| Tower Research Capital LLC (TRC) | 18,375 | $754.7K | 0.02% | −64,472−77.8% | Reduced |
| Ontario Teachers Pension Plan Board | 18,205 | $747.7K | 0.01% | +2,569+16.4% | Added |
| Elevated Capital Advisors, LLC | 17,853 | $733.2K | 0.19% | −1,116−5.9% | Reduced |
| Cookson Peirce & Co Inc | 17,556 | $721.0K | 0.03% | +17,556 | New |
| Farther Finance Advisors, LLC | 17,468 | $717.4K | 0.03% | +11,578+196.6% | Added |
| Sterling Capital Management LLC | 17,421 | $715.5K | 0.01% | +17,421 | New |
| Dai-Ichi Life Insurance Company, Ltd | 17,418 | $715.4K | 0.02% | +17,418 | New |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 17,127 | $703.4K | 0.00% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 17,059 | $700.6K | 0.14% | −3,070−15.3% | Reduced |
| Banque Cantonale Vaudoise | 16,624 | $682.0K | 0.03% | −19,015−53.4% | Reduced |
| Carl P. Sherr & Co., LLC | 16,528 | $678.8K | 0.36% | −100−0.6% | Reduced |
| Walleye Capital LLC | 16,455 | $675.8K | 0.01% | −6,153−27.2% | Reduced |
| Convergence Investment Partners, LLC | 16,423 | $674.5K | 0.18% | +16,423 | New |
| Omers Administration Corp | 16,213 | $665.9K | 0.01% | 00.0% | Unchanged |
| Empirical Finance, LLC | 16,076 | $660.2K | 0.04% | +330+2.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,988 | $656.6K | 0.00% | −342,649−95.5% | Reduced |
| Point72 (DIFC) Ltd | 15,847 | $650.8K | 0.05% | −123,864−88.7% | Reduced |
| Salzhauer Michael | 15,801 | $648.9K | 0.41% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 15,722 | $646.0K | 0.09% | +20+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 15,670 | $643.6K | 0.04% | +52+0.3% | Added |
| CoreCap Advisors, LLC | 15,666 | $643.4K | 0.03% | +15,666 | New |
| Twinbeech Capital LP | 15,603 | $640.8K | 0.01% | −347,843−95.7% | Reduced |
| Greenleaf Trust | 15,588 | $640.2K | 0.01% | +81+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,507 | $636.9K | 0.02% | −271−1.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 15,341 | $630.1K | 0.08% | −1,434−8.5% | Reduced |
| Jefferies Financial Group Inc. | 15,321 | $629.2K | 0.01% | +15,321 | New |
| HB Wealth Management, LLC | 15,198 | $624.2K | 0.01% | +2,490+19.6% | Added |
| Bluesphere Advisors, LLC | 15,146 | $622.0K | 0.31% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 15,103 | $620.3K | 0.01% | +5,000+49.5% | Added |
| Veriti Management LLC | 15,010 | $616.5K | 0.03% | +2,579+20.7% | Added |
| Hennessy Advisors Inc | 15,000 | $616.0K | 0.02% | −4,000−21.1% | Reduced |
| Vontobel Holding Ltd. | 14,897 | $611.8K | 0.00% | +8,262+124.5% | Added |
| De Lisle Partners LLP | 14,863 | $610.5K | 0.10% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 14,542 | $597.3K | 0.00% | +2,006+16.0% | Added |
| Metis Global Partners, LLC | 14,502 | $595.6K | 0.02% | −29−0.2% | Reduced |
| Blair William & Co | 14,440 | $593.0K | 0.00% | −391−2.6% | Reduced |
| Oddo BHF Asset Management SAS | 14,370 | $590.2K | 0.03% | +14,370 | New |
| Northwestern Mutual Investment Management Company, LLC | 14,209 | $583.6K | 0.01% | −272−1.9% | Reduced |
| Bayesian Capital Management, LP | 14,038 | $576.5K | 0.07% | −11,731−45.5% | Reduced |
| Compass Wealth Management LLC | 13,850 | $568.8K | 0.13% | −275−1.9% | Reduced |
| Meeder Advisory Services, Inc. | 13,824 | $567.8K | 0.04% | +1,298+10.4% | Added |
| New England Research & Management, Inc. | 13,730 | $564.0K | 0.26% | −25−0.2% | Reduced |
| Archer Investment Corp | 13,613 | $559.1K | 0.15% | 00.0% | Unchanged |
| Lido Advisors, LLC | 13,609 | $558.9K | 0.00% | +4,054+42.4% | Added |
| SageView Advisory Group, LLC | 13,560 | $556.9K | 0.03% | −810−5.6% | Reduced |
| Cambria Investment Management, L.P. | 13,558 | $556.8K | 0.03% | +2,717+25.1% | Added |
| Impact Partnership Wealth, LLC | 13,436 | $551.8K | 0.12% | −409−3.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 13,273 | $545.1K | 0.04% | −1,403−9.6% | Reduced |
| Commerce Bank | 13,177 | $541.2K | 0.00% | +250+1.9% | Added |
| Verdence Capital Advisors LLC | 13,140 | $539.7K | 0.04% | +2,280+21.0% | Added |
| RSM US Wealth Management LLC | 13,250 | $529.0K | 0.01% | +2,978+29.0% | Added |
| Tokio Marine Asset Management Co Ltd | 12,688 | $521.1K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 12,554 | $516.0K | 0.04% | −33,955−73.0% | Reduced |
| Profund Advisors LLC | 12,251 | $503.1K | 0.02% | +2,198+21.9% | Added |
| Gotham Asset Management, LLC | 12,230 | $502.3K | 0.01% | +370+3.1% | Added |
| United Services Automobile Association | 12,225 | $502.1K | 0.01% | −3,295−21.2% | Reduced |
| Bleakley Financial Group, LLC | 11,939 | $490.3K | 0.01% | +668+5.9% | Added |
| Old National Bancorp | 11,888 | $488.2K | 0.01% | −249−2.1% | Reduced |
| V-Square Quantitative Management LLC | 11,876 | $487.7K | 0.07% | −896−7.0% | Reduced |
| Centennial Wealth Advisory LLC | 11,816 | $485.2K | 0.19% | +435+3.8% | Added |
| Pinnacle Holdings, LLC | 11,787 | $484.1K | 0.19% | 00.0% | Unchanged |
| Leonteq Securities AG | 11,763 | $483.1K | 0.06% | −777−6.2% | Reduced |
| We Are One Seven, LLC | 11,735 | $482.0K | 0.02% | +843+7.7% | Added |
| Prossimo Advisors, LLC | 11,655 | $479.0K | 0.35% | +2,255+24.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 11,596 | $476.2K | 0.02% | −358−3.0% | Reduced |
| Panagora Asset Management Inc | 11,434 | $469.6K | 0.00% | −40.0% | Reduced |
| Cobblestone Capital Advisors LLC | 11,395 | $468.0K | 0.03% | +280+2.5% | Added |
| Intech Investment Management LLC | 11,359 | $466.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11,288 | $463.6K | 0.05% | +3,312+41.5% | Added |
| Applied Finance Capital Management, LLC | 11,167 | $458.6K | 0.02% | −1,546−12.2% | Reduced |
| Vident Advisory, LLC | 11,159 | $458.3K | 0.01% | −31,534−73.9% | Reduced |
| Ritholtz Wealth Management | 11,119 | $456.7K | 0.01% | +5,167+86.8% | Added |
| Gladstone Institutional Advisory LLC | 11,090 | $455.5K | 0.02% | −468−4.0% | Reduced |
| Virtu Financial LLC | 11,038 | $453.0K | 0.02% | +11,038 | New |
| Diversified Trust Co | 10,995 | $451.6K | 0.01% | −1,468−11.8% | Reduced |
| Connable Office Inc | 10,912 | $448.2K | 0.05% | −5,339−32.9% | Reduced |
| AlphaStar Capital Management, LLC | 10,903 | $447.8K | 0.04% | +3,410+45.5% | Added |
| GWM Advisors LLC | 10,894 | $447.4K | 0.00% | −274−2.5% | Reduced |
| Wedmont Private Capital | 10,608 | $436.7K | 0.02% | +1,125+11.9% | Added |