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