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 | 861 | $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 |
|---|---|---|---|---|---|
| Hemington Wealth Management | 476 | $20.0K | 0.01% | +476 | New |
| Hobbs Group Advisors, LLC | 460 | $18.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 410 | $16.8K | 0.00% | +43+11.7% | Added |
| West Oak Capital, LLC | 400 | $16.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 364 | $14.9K | 0.00% | +364 | New |
| BFSG, LLC | 350 | $14.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 325 | $13.3K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 309 | $12.7K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 290 | $11.9K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 254 | $11.9K | 0.00% | +3+1.2% | Added |
| BNP Paribas | 272 | $11.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 270 | $11.1K | 0.01% | −97−26.4% | Reduced |
| McMahon Financial Advisors, LLC | 268 | $11.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 264 | $10.8K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 263 | $10.8K | 0.01% | +3+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 256 | $10.5K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 253 | $10.4K | 0.00% | +76+42.9% | Added |
| Bruce G. Allen Investments, LLC | 242 | $9.94K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 238 | $9.78K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 231 | $9.49K | 0.00% | +231 | New |
| Barrett & Company, Inc. | 218 | $8.95K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 214 | $8.79K | 0.00% | +214 | New |
| Coastline Trust Co | 212 | $8.71K | 0.00% | +212 | New |
| Harbor Investment Advisory, LLC | 209 | $8.58K | 0.00% | −10−4.6% | Reduced |
| North Star Investment Management Corp. | 200 | $8.21K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $8.21K | 0.00% | +200 | New |
| Cherry Tree Wealth Management, LLC | 198 | $8.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 196 | $8.05K | 0.00% | −200−50.5% | Reduced |
| Beacon Capital Management, LLC | 194 | $7.97K | 0.00% | +59+43.7% | Added |
| Creative Financial Designs Inc | 189 | $7.76K | 0.00% | −21−10.0% | Reduced |
| FWL Investment Management, LLC | 180 | $7.39K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 171 | $7.02K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $6.74K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $6.53K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 146 | $5.98K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $5.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $5.92K | 0.00% | +144 | New |
| NVWM, LLC | 138 | $5.67K | 0.00% | +1+0.7% | Added |
| Truvestments Capital LLC | 136 | $5.59K | 0.00% | +136 | New |
| Fortitude Family Office, LLC | 134 | $5.50K | 0.00% | +134 | New |
| AdvisorNet Financial, Inc | 131 | $5.38K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 131 | $5.38K | 0.00% | −2−1.5% | Reduced |
| JFS Wealth Advisors, LLC | 128 | $5.26K | 0.00% | −27−17.4% | Reduced |
| Robbins Farley LLC | 125 | $5.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 120 | $4.93K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 115 | $4.69K | 0.00% | −67−36.8% | Reduced |
| Cornerstone Planning Group LLC | 110 | $4.65K | 0.00% | +14+14.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 112 | $4.60K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 108 | $4.44K | 0.00% | +108 | New |
| Johnson Financial Group, Inc. | 103 | $4.23K | 0.00% | +56+119.1% | Added |
| Abound Wealth Management | 98 | $4.04K | 0.00% | +67+216.1% | Added |
| Avion Wealth | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 91 | $3.74K | 0.00% | +24+35.8% | Added |
| Heritage Wealth Advisors | 90 | $3.70K | 0.00% | +90 | New |
| Peterson Financial Group, Inc. | 78 | $3.19K | 0.01% | +78 | New |
| Piscataqua Savings Bank | 75 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $2.92K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 66 | $2.64K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 63 | $2.59K | 0.00% | +63 | New |
| Highline Wealth Partners LLC | 58 | $2.38K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 57 | $2.34K | 0.00% | −13,507−99.6% | Reduced |
| Global Financial Private Client, LLC | 56 | $2.30K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 54 | $2.22K | 0.00% | −10−15.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 54 | $2.22K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 50 | $2.05K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $2.05K | 0.00% | +21+72.4% | Added |
| Raffa Wealth Management, LLC | 49 | $2.01K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 49 | $2.01K | 0.00% | +1+2.1% | Added |
| Financial Management Professionals, Inc. | 47 | $2.00K | 0.00% | +29+161.1% | Added |
| DiNuzzo Private Wealth, Inc. | 46 | $1.89K | 0.00% | +1+2.2% | Added |
| Coppell Advisory Solutions LLC | 45 | $1.84K | 0.00% | +26+136.8% | Added |
| Hoey Investments, Inc | 50 | $1.80K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 43 | $1.77K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $1.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $1.60K | 0.00% | +4+11.4% | Added |
| MeadowBrook Investment Advisors LLC | 38 | $1.56K | 0.00% | +38 | New |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $1.44K | 0.00% | −9−20.5% | Reduced |
| Main Street Group, LTD | 28 | $1.14K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $1.03K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $1.03K | 0.00% | +25 | New |
| ORG Partners LLC | 24 | $993 | 0.00% | −2,370−99.0% | Reduced |
| ClariVest Asset Management LLC | 28 | $970 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 23 | $945 | 0.00% | +23 | New |
| Sound Income Strategies, LLC | 22 | $904 | 0.00% | +19+633.3% | Added |
| Clean Yield Group | 22 | $904 | 0.00% | +22 | New |
| Plante Moran Financial Advisors, LLC | 16 | $657 | 0.00% | +16 | New |
| Claris Advisors, LLC | 14 | $575 | 0.00% | +14 | New |
| Reston Wealth Management LLC | 8 | $329 | 0.00% | +8 | New |
| Chesapeake Asset Management LLC | 5 | $205 | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 4 | $164 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $124 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $123 | 0.00% | +1+50.0% | Added |
| SOA Wealth Advisors, LLC. | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $42 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 259 | $29 | 0.00% | +12+4.9% | Added |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |