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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 4,514 | $197.5K | 0.01% | −12,954−74.2% | Reduced |
| Ameritas Investment Partners, Inc. | 4,553 | $199.2K | 0.01% | −255−5.3% | Reduced |
| Richardson Financial Services Inc. | 4,588 | $199.9K | 0.14% | −562−10.9% | Reduced |
| Callan Family Office, LLC | 4,573 | $200.1K | 0.01% | +4,573 | New |
| Brown Advisory Inc | 4,593 | $201.0K | 0.00% | +4,593 | New |
| Avantra Family Wealth, Inc. | 4,595 | $201.1K | 0.19% | +4,595 | New |
| Ipswich Investment Management Co., Inc. | 4,624 | $202.3K | 0.05% | +4,624 | New |
| SevenBridge Financial Group, LLC | 4,315 | $203.5K | 0.04% | −1,240−22.3% | Reduced |
| Optas, LLC | 4,659 | $203.9K | 0.04% | +4,659 | New |
| Equity Investment Corp | 4,662 | $204.0K | 0.00% | +4,662 | New |
| Cigna Investments Inc | 4,693 | $205.0K | 0.04% | +4,693 | New |
| Check Capital Management Inc | 4,700 | $205.7K | 0.01% | +4,700 | New |
| Drucker Wealth 3.0, LLC | 4,704 | $205.8K | 0.05% | +4,704 | New |
| Bradley Foster & Sargent Inc | 4,797 | $209.9K | 0.00% | +4,797 | New |
| Beacon Investment Advisory Services, Inc. | 4,854 | $212.4K | 0.01% | −14,924−75.5% | Reduced |
| Canada Post Corp Registered Pension Plan | 4,866 | $212.9K | 0.01% | +4,866 | New |
| Diversify Advisory Services, LLC | 4,951 | $214.4K | 0.01% | +4,951 | New |
| Wealthedge Investment Advisors, LLC | 4,901 | $214.5K | 0.10% | +4,901 | New |
| Cidel Asset Management Inc | 4,919 | $215.3K | 0.01% | −461−8.6% | Reduced |
| Parallel Advisors, LLC | 4,922 | $215.4K | 0.00% | +578+13.3% | Added |
| KC Investment Advisors, LLC | 4,963 | $217.2K | 0.09% | +4,963 | New |
| Robeco Institutional Asset Management B.V. | 4,966 | $217.3K | 0.00% | −2,142−30.1% | Reduced |
| Moors & Cabot, Inc. | 5,091 | $222.8K | 0.01% | −98−1.9% | Reduced |
| D.A. Davidson & Co. | 5,097 | $223.1K | 0.00% | +4+0.1% | Added |
| Simon Quick Advisors, LLC | 5,118 | $224.0K | 0.01% | +5,118 | New |
| Resources Investment Advisors, LLC. | 5,169 | $226.2K | 0.00% | −473−8.4% | Reduced |
| BancorpSouth Bank | 5,194 | $227.3K | 0.02% | −69,339−93.0% | Reduced |
| Personal Cfo Solutions, LLC | 5,215 | $228.2K | 0.04% | +60+1.2% | Added |
| Siemens Fonds Invest GmbH | 5,282 | $230.1K | 0.02% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 5,353 | $234.2K | 0.09% | +5,353 | New |
| NorthRock Partners, LLC | 5,371 | $235.0K | 0.01% | +193+3.7% | Added |
| MidWestOne Financial Group, Inc. | 5,374 | $235.2K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 5,455 | $236.3K | 0.05% | +278+5.4% | Added |
| Hager Investment Management Services, LLC | 5,415 | $237.0K | 0.15% | +5,415 | New |
| Syon Capital LLC | 5,438 | $238.0K | 0.02% | +5,438 | New |
| Belpointe Asset Management LLC | 5,536 | $238.3K | 0.01% | +5,536 | New |
| Smartleaf Asset Management LLC | 5,474 | $238.4K | 0.02% | +838+18.1% | Added |
| Groupama Asset Managment | 5,484 | $238.9K | 0.00% | +5,484 | New |
| Prospera Financial Services Inc | 5,482 | $240.0K | 0.01% | −32−0.6% | Reduced |
| Beacon Pointe Advisors, LLC | 5,502 | $240.8K | 0.00% | +5,502 | New |
| Sherbrooke Park Advisers LLC | 5,563 | $243.4K | 0.08% | −3,030−35.3% | Reduced |
| Signaturefd, LLC | 5,563 | $243.4K | 0.00% | −391−6.6% | Reduced |
| Van Eck Associates Corp | 5,683 | $249.0K | 0.00% | −647−10.2% | Reduced |
| Geneos Wealth Management Inc. | 5,782 | $253.0K | 0.01% | +519+9.9% | Added |
| CX Institutional | 5,812 | $254.4K | 0.01% | −47−0.8% | Reduced |
| Trust Asset Management LLC | 5,889 | $257.7K | 0.02% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 5,900 | $258.0K | 0.06% | +5,900 | New |
| Buckingham Strategic Partners | 5,899 | $258.2K | 0.00% | +5,899 | New |
| Wetherby Asset Management Inc | 5,920 | $259.1K | 0.01% | −231−3.8% | Reduced |
| Gilbert & Cook, Inc. | 6,001 | $262.6K | 0.04% | +93+1.6% | Added |
| Crumly & Associates Inc. | 6,029 | $263.8K | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6,144 | $266.5K | 0.01% | +61+1.0% | Added |
| Capital Performance Advisors LLP | 6,093 | $266.6K | 0.09% | +1,418+30.3% | Added |
| Advisors Capital Management, LLC | 6,139 | $268.7K | 0.00% | +149+2.5% | Added |
| Cable Hill Partners, LLC | 6,153 | $269.3K | 0.03% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,179 | $270.4K | 0.01% | +989+19.1% | Added |
| Hall Capital Management Co Inc | 6,189 | $270.8K | 0.13% | +6,189 | New |
| MAI Capital Management | 6,207 | $271.6K | 0.00% | +685+12.4% | Added |
| Ferguson Wellman Capital Management, Inc | 6,254 | $273.7K | 0.01% | −790−11.2% | Reduced |
| Intrua Financial, LLC | 6,255 | $273.7K | 0.04% | −3,980−38.9% | Reduced |
| Aaron Wealth Advisors | 6,284 | $275.0K | 0.03% | +1,182+23.2% | Added |
| Pointe Capital Management LLC | 6,288 | $275.2K | 0.16% | 00.0% | Unchanged |
| Klingenstein Fields & Co LP | 6,347 | $277.7K | 0.01% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 6,374 | $278.9K | 0.02% | −1,259−16.5% | Reduced |
| Lincoln Capital Corp | 6,396 | $279.9K | 0.11% | +56+0.9% | Added |
| Mystic Asset Management, Inc. | 6,400 | $280.1K | 0.08% | +6,400 | New |
| Whittier Trust Co | 6,428 | $281.2K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,480 | $283.6K | 0.00% | −8,417−56.5% | Reduced |
| Evergreen Capital Management LLC | 6,482 | $283.7K | 0.01% | +103+1.6% | Added |
| Larson Financial Group LLC | 6,520 | $285.3K | 0.01% | −27−0.4% | Reduced |
| Atomi Financial Group, Inc. | 6,521 | $285.4K | 0.01% | +896+15.9% | Added |
| Verity & Verity, LLC | 6,670 | $291.9K | 0.03% | +6,670 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 6,675 | $292.1K | 0.00% | +6,675 | New |
| Horan Securities, Inc. | 6,691 | $292.8K | 0.11% | −78−1.2% | Reduced |
| Quadrant Capital Group LLC | 6,698 | $293.1K | 0.02% | +694+11.6% | Added |
| Weiss Asset Management LP | 6,752 | $295.5K | 0.01% | +6,752 | New |
| Fidelis Capital Partners, LLC | 6,375 | $295.6K | 0.03% | +207+3.4% | Added |
| Legacy Advisors, LLC | 6,758 | $295.7K | 0.03% | +1,023+17.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 6,789 | $297.1K | 0.10% | +6,789 | New |
| Ronald Blue Trust, Inc. | 6,830 | $298.9K | 0.00% | −3,373−33.1% | Reduced |
| Fort Washington Investment Advisors Inc | 6,868 | $300.5K | 0.00% | −1,043−13.2% | Reduced |
| Ariadne Wealth Management, LP | 6,334 | $302.6K | 0.14% | +49+0.8% | Added |
| Sapient Capital LLC | 7,017 | $307.1K | 0.01% | +1,474+26.6% | Added |
| Poinciana Advisors Group, LLC | 7,093 | $310.4K | 0.31% | +7,093 | New |
| Principal Securities, Inc. | 7,260 | $317.7K | 0.01% | +1,959+37.0% | Added |
| MUFG Securities Americas Inc. | 7,301 | $319.5K | 0.04% | +7,301 | New |
| Skopos Labs, Inc. | 7,304 | $319.6K | 0.10% | +233+3.3% | Added |
| Brookstone Capital Management | 7,350 | $321.6K | 0.00% | +1,619+28.2% | Added |
| Voleon Capital Management LP | 7,382 | $323.0K | 0.02% | +7,382 | New |
| Quantessence Capital LLC | 7,415 | $324.5K | 0.13% | +7,415 | New |
| Advisory Services Network, LLC | 7,440 | $325.6K | 0.01% | −129−1.7% | Reduced |
| Commerzbank Aktiengesellschaft | 7,637 | $333.0K | 0.01% | +474+6.6% | Added |
| 1620 Investment Advisors, Inc. | 7,713 | $337.5K | 0.26% | +238+3.2% | Added |
| Morningstar Investment Management LLC | 7,735 | $338.0K | 0.03% | −23,654−75.4% | Reduced |
| Panagora Asset Management Inc | 7,732 | $338.4K | 0.00% | −3,702−32.4% | Reduced |
| Abn Amro Investment Solutions | 7,748 | $339.1K | 0.01% | −26,228−77.2% | Reduced |
| Gries Financial LLC | 7,755 | $339.4K | 0.06% | +1,466+23.3% | Added |
| Ballentine Partners, LLC | 7,777 | $340.3K | 0.01% | +247+3.3% | Added |
| Paragon Capital Management Ltd | 7,780 | $340.5K | 0.07% | −113−1.4% | Reduced |
| IFP Advisors, Inc | 7,975 | $349.0K | 0.01% | +2,210+38.3% | Added |