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 |
|---|---|---|---|---|---|
| IFG Advisory, LLC | 7,995 | $349.9K | 0.02% | +7,995 | New |
| Vestcor Inc | 8,116 | $355.0K | 0.01% | −18−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 8,151 | $356.7K | 0.00% | +3,176+63.8% | Added |
| Sym Financial Corp | 8,266 | $361.7K | 0.05% | +1,290+18.5% | Added |
| Cinctive Capital Management LP | 8,281 | $362.4K | 0.02% | +8,281 | New |
| Empowered Funds, LLC | 8,284 | $362.5K | 0.01% | +797+10.6% | Added |
| Sterling Investment Counsel, LLC | 8,399 | $367.5K | 0.24% | −65−0.8% | Reduced |
| Bridgefront Capital, LLC | 8,428 | $368.8K | 0.12% | −17,472−67.5% | Reduced |
| Summit Financial, LLC | 8,433 | $369.0K | 0.01% | +86+1.0% | Added |
| Machina Capital S.A.S. | 8,594 | $376.1K | 0.16% | −26,166−75.3% | Reduced |
| LifeWealth Investments, LLC | 8,618 | $377.1K | 0.25% | +8,618 | New |
| Mather Group, LLC. | 8,632 | $377.7K | 0.00% | +1,138+15.2% | Added |
| Graypoint LLC | 8,646 | $378.3K | 0.02% | +404+4.9% | Added |
| Integrated Quantitative Investments LLC | 8,700 | $380.7K | 0.19% | +8,700 | New |
| Lazard Asset Management LLC | 8,776 | $383.0K | 0.00% | −45,171−83.7% | Reduced |
| Marshall Wace, LLP | 9,025 | $394.9K | 0.00% | −416,925−97.9% | Reduced |
| Qsemble Capital Management, LP | 9,069 | $396.9K | 0.05% | −125,228−93.2% | Reduced |
| Continuum Advisory, LLC | 9,080 | $397.3K | 0.05% | +802+9.7% | Added |
| Atlas Capital Advisors LLC | 9,088 | $397.7K | 0.05% | −90−1.0% | Reduced |
| Landscape Capital Management, L.L.C. | 9,093 | $397.9K | 0.04% | +9,093 | New |
| Benjamin Edwards Inc | 9,121 | $399.2K | 0.01% | +9,121 | New |
| Kestra Private Wealth Services, LLC | 9,306 | $407.2K | 0.01% | +9,306 | New |
| Penserra Capital Management LLC | 9,500 | $413.0K | 0.01% | −327−3.3% | Reduced |
| Boston Private Wealth LLC | 9,620 | $421.0K | 0.01% | +9,620 | New |
| Lynx Investment Advisory | 9,621 | $421.0K | 0.29% | −19−0.2% | Reduced |
| International Private Wealth Advisors LLC | 9,632 | $421.5K | 0.42% | −75−0.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,476 | $422.2K | 0.01% | +3,824+67.7% | Added |
| Cowa, LLC | 8,588 | $422.3K | 0.19% | +8,588 | New |
| Howard Capital Management Inc. | 9,728 | $425.7K | 0.01% | +9,728 | New |
| Balyasny Asset Management LLC | 9,977 | $436.6K | 0.00% | +9,977 | New |
| Hennessy Advisors Inc | 10,000 | $437.6K | 0.01% | −5,000−33.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $437.6K | 0.13% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 10,004 | $437.8K | 0.08% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 10,214 | $447.0K | 0.09% | +10,214 | New |
| We Are One Seven, LLC | 10,299 | $450.7K | 0.02% | −1,436−12.2% | Reduced |
| Alethea Capital Management, LLC | 10,536 | $461.1K | 0.39% | +10,536 | New |
| Gotham Asset Management, LLC | 10,628 | $465.1K | 0.00% | −1,602−13.1% | Reduced |
| Montchanin Asset Management, LLC | 10,650 | $466.0K | 0.45% | +1,250+13.3% | Added |
| Leonteq Securities AG | 10,696 | $468.1K | 0.05% | −1,067−9.1% | Reduced |
| Gladstone Institutional Advisory LLC | 10,782 | $471.8K | 0.02% | −308−2.8% | Reduced |
| Chicago Partners Investment Group LLC | 10,545 | $472.2K | 0.02% | +3,911+59.0% | Added |
| Diversified Trust Co | 10,943 | $478.9K | 0.01% | −52−0.5% | Reduced |
| Atria Wealth Solutions, Inc. | 11,052 | $483.7K | 0.01% | +5,779+109.6% | Added |
| Jones Financial Companies LLLP | 11,072 | $484.5K | 0.00% | +5,938+115.7% | Added |
| Old National Bancorp | 11,114 | $486.3K | 0.01% | −774−6.5% | Reduced |
| GWM Advisors LLC | 11,257 | $492.6K | 0.00% | +363+3.3% | Added |
| Cobblestone Capital Advisors LLC | 11,344 | $496.4K | 0.03% | −51−0.4% | Reduced |
| V-Square Quantitative Management LLC | 11,405 | $499.1K | 0.07% | −471−4.0% | Reduced |
| Bleakley Financial Group, LLC | 11,424 | $499.9K | 0.02% | −515−4.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 11,457 | $501.4K | 0.02% | −139−1.2% | Reduced |
| CenterStar Asset Management, LLC | 11,488 | $502.7K | 1.10% | +11,488 | New |
| Wealthspire Advisors, LLC | 11,622 | $508.6K | 0.01% | +1,001+9.4% | Added |
| Prossimo Advisors, LLC | 11,647 | $510.0K | 0.37% | −8−0.1% | Reduced |
| Vise Technologies, Inc. | 11,655 | $510.0K | 0.04% | +6,200+113.7% | Added |
| Pinnacle Holdings, LLC | 11,657 | $510.1K | 0.19% | −130−1.1% | Reduced |
| XTX Topco Ltd | 11,933 | $522.2K | 0.04% | −49,513−80.6% | Reduced |
| Assetmark, Inc | 11,960 | $523.4K | 0.00% | +2,783+30.3% | Added |
| Pinnacle Associates Ltd | 12,131 | $530.9K | 0.01% | +3,517+40.8% | Added |
| Forum Financial Management, LP | 12,139 | $531.2K | 0.01% | +12,139 | New |
| United Services Automobile Association | 12,225 | $535.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12,285 | $537.6K | 0.05% | +997+8.8% | Added |
| Wedmont Private Capital | 12,437 | $538.5K | 0.03% | +1,829+17.2% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,625 | $549.9K | 0.02% | −49,637−79.7% | Reduced |
| SRS Capital Advisors, Inc. | 12,580 | $550.5K | 0.03% | +10,921+658.3% | Added |
| Centennial Wealth Advisory LLC | 12,599 | $551.3K | 0.22% | +783+6.6% | Added |
| Aptus Capital Advisors, LLC | 12,791 | $559.8K | 0.01% | +12,791 | New |
| Everence Capital Management Inc | 12,820 | $561.0K | 0.04% | −6,730−34.4% | Reduced |
| Connable Office Inc | 12,886 | $563.9K | 0.06% | +1,974+18.1% | Added |
| Cresset Asset Management, LLC | 12,908 | $564.9K | 0.00% | −47,466−78.6% | Reduced |
| Maxi Investments CY Ltd | 13,000 | $569.0K | 0.11% | +13,000 | New |
| Kingswood Wealth Advisors, LLC | 13,016 | $569.6K | 0.04% | +13,016 | New |
| Essential Planning, LLC. | 13,000 | $574.2K | 0.00% | +13,000 | New |
| SageView Advisory Group, LLC | 13,122 | $574.2K | 0.02% | −438−3.2% | Reduced |
| Compass Wealth Management LLC | 13,350 | $584.2K | 0.14% | −500−3.6% | Reduced |
| Allstate Corp | 13,364 | $584.8K | 0.02% | +13,364 | New |
| Commerce Bank | 13,545 | $592.7K | 0.00% | +368+2.8% | Added |
| Archer Investment Corp | 13,613 | $595.7K | 0.16% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 13,612 | $596.0K | 0.30% | −118−0.9% | Reduced |
| RSM US Wealth Management LLC | 13,704 | $597.1K | 0.01% | +454+3.4% | Added |
| Virtu Financial LLC | 13,768 | $602.0K | 0.03% | +2,730+24.7% | Added |
| Tokio Marine Asset Management Co Ltd | 13,775 | $602.8K | 0.02% | +1,087+8.6% | Added |
| Profund Advisors LLC | 13,852 | $606.2K | 0.02% | +1,601+13.1% | Added |
| Ritholtz Wealth Management | 13,909 | $608.7K | 0.02% | +2,790+25.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,992 | $612.3K | 0.01% | −217−1.5% | Reduced |
| Wolverine Trading, LLC | 14,075 | $613.1K | 0.01% | −16,720−54.3% | Reduced |
| Mediolanum International Funds Ltd | 14,234 | $618.5K | 0.01% | +14,234 | New |
| Harvest Fund Management Co., Ltd | 14,405 | $631.0K | 0.03% | +6,885+91.6% | Added |
| Vinva Investment Management Ltd | 14,661 | $638.6K | 0.02% | −10,165−40.9% | Reduced |
| Kestra Advisory Services, LLC | 14,698 | $643.2K | 0.00% | −4,340−22.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 14,763 | $646.0K | 0.04% | −907−5.8% | Reduced |
| Pekin Hardy Strauss, Inc. | 14,791 | $647.3K | 0.08% | −550−3.6% | Reduced |
| De Lisle Partners LLP | 14,863 | $650.6K | 0.10% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 14,953 | $654.3K | 0.00% | −41,290−73.4% | Reduced |
| Metis Global Partners, LLC | 14,984 | $655.7K | 0.02% | +482+3.3% | Added |
| Par Capital Management Inc | 15,000 | $656.4K | 0.02% | +8,000+114.3% | Added |
| Blair William & Co | 15,004 | $656.6K | 0.00% | +564+3.9% | Added |
| Lido Advisors, LLC | 15,027 | $657.6K | 0.00% | +1,418+10.4% | Added |
| Bluesphere Advisors, LLC | 15,146 | $662.8K | 0.32% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 15,429 | $675.2K | 0.05% | +8,747+130.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,431 | $675.3K | 0.03% | −76−0.5% | Reduced |