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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 276 | $12.0K | 0.01% | +6+2.2% | Added |
| Citizens National Bank Trust Department | 300 | $13.1K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 300 | $13.1K | 0.25% | +300 | New |
| Park Square Financial Group, LLC | 300 | $13.1K | 0.01% | +300 | New |
| Motco | 309 | $13.5K | 0.00% | −181−36.9% | Reduced |
| McIlrath & Eck, LLC | 309 | $13.5K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 309 | $13.5K | 0.01% | +309 | New |
| CBIZ Investment Advisory Services, LLC | 317 | $13.9K | 0.00% | +53+20.1% | Added |
| Farmers & Merchants Investments Inc | 325 | $14.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 344 | $15.1K | 0.00% | +54+18.6% | Added |
| BFSG, LLC | 350 | $15.3K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 321 | $15.5K | 0.01% | +321 | New |
| DT Investment Partners, LLC | 364 | $15.9K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 389 | $17.0K | 0.01% | +389 | New |
| WR Wealth Planners, LLC | 394 | $17.2K | 0.01% | +141+55.7% | Added |
| West Oak Capital, LLC | 400 | $17.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 401 | $17.5K | 0.00% | −9−2.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 442 | $19.3K | 0.01% | −132,496−99.7% | Reduced |
| WealthTrak Capital Management LLC | 450 | $19.7K | 0.02% | +450 | New |
| Golden State Wealth Management, LLC | 457 | $20.0K | 0.00% | +457 | New |
| Ethos Financial Group, LLC | 498 | $21.8K | 0.00% | +498 | New |
| Vision Financial Markets LLC | 500 | $21.9K | 0.02% | +500 | New |
| Natixis | 547 | $23.9K | 0.00% | −179,209−99.7% | Reduced |
| Hemington Wealth Management | 571 | $24.0K | 0.01% | +95+20.0% | Added |
| GPS Wealth Strategies Group, LLC | 550 | $24.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $24.1K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 559 | $24.5K | 0.00% | −35,688−98.5% | Reduced |
| Riverview Trust Co | 580 | $25.4K | 0.02% | +27+4.9% | Added |
| Hexagon Capital Partners LLC | 588 | $25.7K | 0.00% | +57+10.7% | Added |
| Ameriflex Group, Inc. | 542 | $25.8K | 0.01% | +542 | New |
| Valley National Advisers Inc | 605 | $26.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 600 | $26.3K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 607 | $26.6K | 0.01% | −91−13.0% | Reduced |
| Ameliora Wealth Management Ltd. | 630 | $27.6K | 0.01% | +630 | New |
| Migdal Insurance & Financial Holdings Ltd. | 641 | $28.0K | 0.00% | +641 | New |
| Private Wealth Management Group, LLC | 644 | $28.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 721 | $31.6K | 0.00% | +40+5.9% | Added |
| Canton Hathaway, LLC | 730 | $32.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 843 | $36.9K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 871 | $38.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 889 | $38.9K | 0.01% | +774+673.0% | Added |
| CoreCap Advisors, LLC | 927 | $40.6K | 0.00% | −14,739−94.1% | Reduced |
| Zions Bancorporation, N.A. | 971 | $42.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1,042 | $46.0K | 0.00% | +49+4.9% | Added |
| Sierra Ocean, LLC | 1,067 | $46.7K | 0.04% | +1,067 | New |
| Salem Investment Counselors Inc | 1,135 | $49.7K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,136 | $49.7K | 0.02% | −71−5.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,161 | $50.8K | 0.00% | +35+3.1% | Added |
| Duncker Streett & Co Inc | 1,170 | $51.2K | 0.01% | +1,170 | New |
| Nordwand Advisors, LLC | 1,190 | $52.1K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,275 | $55.8K | 0.01% | +39+3.2% | Added |
| Legacy Investment Solutions, LLC | 1,167 | $55.9K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 1,167 | $55.9K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,302 | $57.0K | 0.00% | −8,711−87.0% | Reduced |
| Ridgewood Investments LLC | 1,331 | $58.2K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,334 | $58.4K | 0.03% | −211−13.7% | Reduced |
| Delta Asset Management LLC | 1,398 | $61.2K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,428 | $62.5K | 0.04% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,471 | $64.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,495 | $65.4K | 0.01% | +3+0.2% | Added |
| SBI Securities Co., Ltd. | 1,512 | $66.2K | 0.00% | +1,512 | New |
| Versant Capital Management, Inc | 1,685 | $73.7K | 0.02% | +250+17.4% | Added |
| Gen-Wealth Partners Inc | 1,710 | $74.8K | 0.03% | −111−6.1% | Reduced |
| Paradigm Asset Management Co LLC | 1,749 | $76.5K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 1,800 | $78.8K | 0.04% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,823 | $79.8K | 0.00% | +111+6.5% | Added |
| Parkside Financial Bank & Trust | 1,827 | $80.0K | 0.01% | +59+3.3% | Added |
| Caitlin John, LLC | 1,841 | $80.6K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,860 | $81.4K | 0.00% | −4−0.2% | Reduced |
| Loomis Sayles & Co L P | 2,012 | $88.0K | 0.00% | +2,012 | New |
| Cullen/Frost Bankers, Inc. | 2,043 | $89.4K | 0.00% | −221−9.8% | Reduced |
| Clearstead Advisors, LLC | 2,164 | $94.7K | 0.00% | +14+0.7% | Added |
| Bryn Mawr Trust Co | 2,175 | $95.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,260 | $98.9K | 0.00% | +38+1.7% | Added |
| Walleye Capital LLC | 2,333 | $102.1K | 0.00% | −14,122−85.8% | Reduced |
| Armstrong Advisory Group, Inc | 2,427 | $106.2K | 0.01% | +1,275+110.7% | Added |
| Global Retirement Partners, LLC | 2,448 | $107.1K | 0.00% | −66−2.6% | Reduced |
| TD Private Client Wealth LLC | 2,453 | $107.3K | 0.00% | −124−4.8% | Reduced |
| FSC Wealth Advisors, LLC | 2,464 | $107.8K | 0.07% | −500−16.9% | Reduced |
| Covestor Ltd | 2,621 | $115.0K | 0.07% | −200−7.1% | Reduced |
| GeoWealth Management, LLC | 2,658 | $116.3K | 0.00% | −668−20.1% | Reduced |
| Massmutual Trust Co FSB | 2,687 | $117.6K | 0.00% | +179+7.1% | Added |
| Allworth Financial LP | 2,591 | $121.9K | 0.00% | +965+59.3% | Added |
| True Wealth Design, LLC | 2,890 | $126.5K | 0.05% | +275+10.5% | Added |
| Raiffeisen Bank International AG | 2,908 | $126.7K | 0.00% | +2,908 | New |
| Viking Fund Management LLC | 3,000 | $131.3K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 3,053 | $136.7K | 0.00% | −1,194−28.1% | Reduced |
| Private Trust Co NA | 3,154 | $138.0K | 0.01% | +757+31.6% | Added |
| Quent Capital, LLC | 3,174 | $138.9K | 0.01% | +77+2.5% | Added |
| Ostrum Asset Management | 3,176 | $139.0K | 0.01% | −132−4.0% | Reduced |
| Umb Bank N A | 3,183 | $139.3K | 0.00% | −3,839−54.7% | Reduced |
| LRI Investments, LLC | 3,230 | $141.3K | 0.01% | −377−10.5% | Reduced |
| R Squared Ltd | 3,320 | $145.3K | 0.14% | +3,320 | New |
| Advisors Asset Management, Inc. | 3,487 | $152.6K | 0.00% | −788−18.4% | Reduced |
| Venturi Wealth Management, LLC | 3,487 | $152.6K | 0.01% | −589−14.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,500 | $153.2K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,510 | $153.6K | 0.06% | −33−0.9% | Reduced |
| First Horizon Advisors, Inc. | 3,630 | $158.9K | 0.00% | −38−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,633 | $159.0K | 0.01% | +364+11.1% | Added |
| Harbour Investments, Inc. | 4,320 | $189.0K | 0.01% | −10.0% | Reduced |