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