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Livermore
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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, Q4 2024

Institutional positions in Citizens Financial Group Inc as of Dec 31, 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
821
+40 vs. Q3 2024
Shares held
414.0M
−1.74M (−0.4%) vs. Q3 2024
Total value
$18.1B
+$1.05B (+6.2%) vs. Q3 2024
New holders
136
283 more added
Sold out
96
301 more reduced

20 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 821 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 heldQ4 2024: $18.1B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q3 2024.

Institutions holding CFG in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Wood Tarver Financial Group, LLC4$00.00%+4New
Rakuten Securities, Inc.1$440.00%00.0%Unchanged
SOA Wealth Advisors, LLC.1$510.00%00.0%Unchanged
Y.D. More Investments Ltd549$660.00%+290+112.0%Added
West Branch Capital LLC3$1320.00%00.0%Unchanged
WestEnd Advisors, LLC4$1750.00%+1+33.3%Added
Chesapeake Asset Management LLC5$2180.00%00.0%Unchanged
Parallax Volatility Advisers, L.P.5$2190.00%+5New
Parkworth Wealth Management, Inc.7$3060.00%+7New
Kohmann Bosshard Financial Services, LLC9$3940.00%+9New
Winnow Wealth LLC10$3960.00%+10New
Principia Wealth Advisory, LLC11$4810.00%+11New
Capital A Wealth Management, LLC12$5250.00%+12New
Redwood Park Advisors LLC12$5260.00%+12New
Plante Moran Financial Advisors, LLC16$7000.00%00.0%Unchanged
Cape Investment Advisory, Inc.18$7880.00%+18New
Coppell Advisory Solutions LLC19$8280.00%−26−57.8%Reduced
Old Second National Bank of Aurora19$8310.00%+19New
Clean Yield Group22$9630.00%00.0%Unchanged
JDM Financial Group LLC23$1.01K0.00%00.0%Unchanged
Clark Wealth Partners23$1.01K0.00%+23New
ORG Partners LLC24$1.06K0.00%00.0%Unchanged
SWAN Capital LLC25$1.09K0.00%00.0%Unchanged
Main Street Group, LTD28$1.22K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC28$1.23K0.00%+28New
Point72 Hong Kong Ltd31$1.36K0.00%−66,820−100.0%Reduced
Crowley Wealth Management, Inc.32$1.40K0.00%+32New
Bell Investment Advisors, Inc34$1.49K0.00%−37−52.1%Reduced
HM Payson & Co38$1.66K0.00%−25−39.7%Reduced
SJS Investment Consulting Inc.41$1.79K0.00%+2+5.1%Added
Center for Financial Planning, Inc.43$1.88K0.00%00.0%Unchanged
High Note Wealth, LLC44$1.93K0.00%+44New
Raffa Wealth Management, LLC49$2.14K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC50$2.19K0.00%00.0%Unchanged
Nemes Rush Group LLC50$2.19K0.00%+50New
DiNuzzo Private Wealth, Inc.52$2.28K0.00%+6+13.0%Added
Pinnacle Financial Partners Inc57$2.34K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC54$2.36K0.00%00.0%Unchanged
Bokf, NA55$2.38K0.00%−11−16.7%Reduced
TFC Financial Management58$2.54K0.00%+19+48.7%Added
Annis Gardner Whiting Capital Advisors, LLC58$2.54K0.00%+58New
Financial Life Planners60$2.63K0.00%+60New
Sachetta, LLC60$2.63K0.00%−136−69.4%Reduced
FWL Investment Management, LLC65$2.84K0.00%−115−63.9%Reduced
AdvisorNet Financial, Inc69$3.02K0.00%−62−47.3%Reduced
Asset Dedication, LLC70$3.06K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC70$3.10K0.00%+35+100.0%Added
Abound Wealth Management71$3.11K0.00%−27−27.6%Reduced
Global Financial Private Client, LLC73$3.19K0.00%+17+30.4%Added
Piscataqua Savings Bank75$3.28K0.00%00.0%Unchanged
Truvestments Capital LLC75$3.28K0.00%−61−44.9%Reduced
Highline Wealth Partners LLC78$3.39K0.00%+20+34.5%Added
Mowery & Schoenfeld Wealth Management, LLC78$3.41K0.01%+78New
Dunhill Financial, LLC79$3.45K0.00%+30+61.2%Added
Capital & Planning, LLC80$3.50K0.00%+80New
Bogart Wealth, LLC83$3.63K0.00%+83New
Johnson Financial Group, Inc.77$3.67K0.00%−26−25.2%Reduced
MCF Advisors LLC86$3.76K0.00%+32+59.3%Added
Painted Porch Advisors LLC87$3.81K0.00%+87New
Legend Financial Advisors, Inc.89$3.90K0.00%+89New
Robbins Farley LLC90$3.94K0.00%−35−28.0%Reduced
Key Financial Inc91$3.98K0.00%00.0%Unchanged
WPG Advisers, LLC91$3.98K0.00%+91New
Avion Wealth104$4.00K0.00%00.0%Unchanged
Financial Management Professionals, Inc.94$4.11K0.00%+47+100.0%Added
TCTC Holdings, LLC107$4.68K0.00%+107New
BOK Financial Private Wealth, Inc.108$4.73K0.00%00.0%Unchanged
Heritage Wealth Advisors109$4.77K0.00%+19+21.1%Added
Cornerstone Planning Group LLC103$4.90K0.00%−7−6.4%Reduced
Jackson, Grant Investment Advisers, Inc.112$4.90K0.00%00.0%Unchanged
Fortitude Family Office, LLC114$4.99K0.00%−20−14.9%Reduced
Capital Advisors, Ltd. LLC123$5.00K0.00%00.0%Unchanged
Hallmark Capital Management Inc120$5.25K0.00%00.0%Unchanged
NVWM, LLC138$6.05K0.00%00.0%Unchanged
Logan Capital Management Inc141$6.18K0.00%+141New
Prestige Wealth Management Group LLC144$6.30K0.00%00.0%Unchanged
Investors Research Corp145$6.34K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.145$6.35K0.00%−69−32.2%Reduced
Caldwell Sutter Capital, Inc.159$6.96K0.00%00.0%Unchanged
Crewe Advisors LLC160$7.00K0.00%−11−6.4%Reduced
HHM Wealth Advisors, LLC169$7.40K0.00%+5+3.0%Added
Creative Financial Designs Inc171$7.48K0.00%−18−9.5%Reduced
JFS Wealth Advisors, LLC183$8.01K0.00%+55+43.0%Added
Whipplewood Advisors, LLC184$8.05K0.00%+184New
Beacon Capital Management, LLC194$8.49K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC198$8.64K0.00%00.0%Unchanged
North Star Investment Management Corp.200$8.75K0.00%00.0%Unchanged
Laurel Wealth Advisors LLC200$8.75K0.00%00.0%Unchanged
Decker Retirement Planning Inc.205$8.97K0.01%+205New
Harbor Investment Advisory, LLC209$9.15K0.00%00.0%Unchanged
Barrett & Company, Inc.218$9.54K0.00%00.0%Unchanged
Trust Co of Vermont231$10.1K0.00%00.0%Unchanged
West Paces Advisors Inc.238$10.4K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC242$10.6K0.01%00.0%Unchanged
Retirement Wealth Solutions LLC250$10.8K0.01%+250New
Whittier Trust Co of Nevada Inc256$11.2K0.00%00.0%Unchanged
REAP Financial Group, LLC262$11.4K0.00%+131+100.0%Added
POM Investment Strategies, LLC265$11.6K0.01%+2+0.8%Added
BNP Paribas272$11.9K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.256$11.9K0.00%+2+0.8%Added