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 |
|---|---|---|---|---|---|
| Meeder Asset Management Inc | 18,466 | $808.1K | 0.06% | −316−1.7% | Reduced |
| Csenge Advisory Group | 18,436 | $806.8K | 0.04% | −661−3.5% | Reduced |
| Trexquant Investment LP | 18,432 | $806.6K | 0.01% | −492,249−96.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,300 | $800.8K | 0.00% | −1,153−5.9% | Reduced |
| Oddo BHF Asset Management SAS | 17,612 | $770.7K | 0.04% | +3,242+22.6% | Added |
| CSS LLC | 17,517 | $766.5K | 0.05% | −2,080−10.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 17,418 | $762.2K | 0.02% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 17,403 | $761.6K | 0.05% | +3,845+28.4% | Added |
| Carl P. Sherr & Co., LLC | 17,400 | $761.4K | 0.40% | +872+5.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 17,386 | $760.8K | 0.15% | +327+1.9% | Added |
| Meeder Advisory Services, Inc. | 17,090 | $747.9K | 0.05% | +3,266+23.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 16,957 | $742.0K | 0.00% | +2,415+16.6% | Added |
| Verdence Capital Advisors LLC | 16,459 | $720.2K | 0.06% | +3,319+25.3% | Added |
| Great Lakes Advisors, LLC | 16,450 | $719.9K | 0.01% | +9,564+138.9% | Added |
| HB Wealth Management, LLC | 16,308 | $713.7K | 0.01% | +1,110+7.3% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 16,022 | $701.1K | 0.00% | −1,105−6.5% | Reduced |
| Greenleaf Trust | 15,974 | $699.0K | 0.01% | +386+2.5% | Added |
| 111 Capital | 15,873 | $694.6K | 0.15% | +15,873 | New |
| Altfest L J & Co Inc | 15,854 | $693.8K | 0.09% | +132+0.8% | Added |
| Empirical Finance, LLC | 15,853 | $693.7K | 0.04% | −223−1.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 15,431 | $675.3K | 0.03% | −76−0.5% | Reduced |
| Hamilton Capital Partners Inc. | 15,429 | $675.2K | 0.05% | +8,747+130.9% | Added |
| Bluesphere Advisors, LLC | 15,146 | $662.8K | 0.32% | 00.0% | Unchanged |
| Lido Advisors, LLC | 15,027 | $657.6K | 0.00% | +1,418+10.4% | Added |
| Blair William & Co | 15,004 | $656.6K | 0.00% | +564+3.9% | Added |
| Par Capital Management Inc | 15,000 | $656.4K | 0.02% | +8,000+114.3% | Added |
| Metis Global Partners, LLC | 14,984 | $655.7K | 0.02% | +482+3.3% | Added |
| Los Angeles Capital Management LLC | 14,953 | $654.3K | 0.00% | −41,290−73.4% | Reduced |
| De Lisle Partners LLP | 14,863 | $650.6K | 0.10% | 00.0% | Unchanged |
| Pekin Hardy Strauss, Inc. | 14,791 | $647.3K | 0.08% | −550−3.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 14,763 | $646.0K | 0.04% | −907−5.8% | Reduced |
| Kestra Advisory Services, LLC | 14,698 | $643.2K | 0.00% | −4,340−22.8% | Reduced |
| Vinva Investment Management Ltd | 14,661 | $638.6K | 0.02% | −10,165−40.9% | Reduced |
| Harvest Fund Management Co., Ltd | 14,405 | $631.0K | 0.03% | +6,885+91.6% | Added |
| Mediolanum International Funds Ltd | 14,234 | $618.5K | 0.01% | +14,234 | New |
| Wolverine Trading, LLC | 14,075 | $613.1K | 0.01% | −16,720−54.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 13,992 | $612.3K | 0.01% | −217−1.5% | Reduced |
| Ritholtz Wealth Management | 13,909 | $608.7K | 0.02% | +2,790+25.1% | Added |
| Profund Advisors LLC | 13,852 | $606.2K | 0.02% | +1,601+13.1% | Added |
| Tokio Marine Asset Management Co Ltd | 13,775 | $602.8K | 0.02% | +1,087+8.6% | Added |
| Virtu Financial LLC | 13,768 | $602.0K | 0.03% | +2,730+24.7% | Added |
| RSM US Wealth Management LLC | 13,704 | $597.1K | 0.01% | +454+3.4% | Added |
| New England Research & Management, Inc. | 13,612 | $596.0K | 0.30% | −118−0.9% | Reduced |
| Archer Investment Corp | 13,613 | $595.7K | 0.16% | 00.0% | Unchanged |
| Commerce Bank | 13,545 | $592.7K | 0.00% | +368+2.8% | Added |
| Allstate Corp | 13,364 | $584.8K | 0.02% | +13,364 | New |
| Compass Wealth Management LLC | 13,350 | $584.2K | 0.14% | −500−3.6% | Reduced |
| SageView Advisory Group, LLC | 13,122 | $574.2K | 0.02% | −438−3.2% | Reduced |
| Essential Planning, LLC. | 13,000 | $574.2K | 0.00% | +13,000 | New |
| Kingswood Wealth Advisors, LLC | 13,016 | $569.6K | 0.04% | +13,016 | New |
| Maxi Investments CY Ltd | 13,000 | $569.0K | 0.11% | +13,000 | New |
| Cresset Asset Management, LLC | 12,908 | $564.9K | 0.00% | −47,466−78.6% | Reduced |
| Connable Office Inc | 12,886 | $563.9K | 0.06% | +1,974+18.1% | Added |
| Everence Capital Management Inc | 12,820 | $561.0K | 0.04% | −6,730−34.4% | Reduced |
| Aptus Capital Advisors, LLC | 12,791 | $559.8K | 0.01% | +12,791 | New |
| Centennial Wealth Advisory LLC | 12,599 | $551.3K | 0.22% | +783+6.6% | Added |
| SRS Capital Advisors, Inc. | 12,580 | $550.5K | 0.03% | +10,921+658.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,625 | $549.9K | 0.02% | −49,637−79.7% | Reduced |
| Wedmont Private Capital | 12,437 | $538.5K | 0.03% | +1,829+17.2% | Added |
| GAMMA Investing LLC | 12,285 | $537.6K | 0.05% | +997+8.8% | Added |
| United Services Automobile Association | 12,225 | $535.0K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 12,139 | $531.2K | 0.01% | +12,139 | New |
| Pinnacle Associates Ltd | 12,131 | $530.9K | 0.01% | +3,517+40.8% | Added |
| Assetmark, Inc | 11,960 | $523.4K | 0.00% | +2,783+30.3% | Added |
| XTX Topco Ltd | 11,933 | $522.2K | 0.04% | −49,513−80.6% | Reduced |
| Pinnacle Holdings, LLC | 11,657 | $510.1K | 0.19% | −130−1.1% | Reduced |
| Vise Technologies, Inc. | 11,655 | $510.0K | 0.04% | +6,200+113.7% | Added |
| Prossimo Advisors, LLC | 11,647 | $510.0K | 0.37% | −8−0.1% | Reduced |
| Wealthspire Advisors, LLC | 11,622 | $508.6K | 0.01% | +1,001+9.4% | Added |
| CenterStar Asset Management, LLC | 11,488 | $502.7K | 1.10% | +11,488 | New |
| Hennion & Walsh Asset Management, Inc. | 11,457 | $501.4K | 0.02% | −139−1.2% | Reduced |
| Bleakley Financial Group, LLC | 11,424 | $499.9K | 0.02% | −515−4.3% | Reduced |
| V-Square Quantitative Management LLC | 11,405 | $499.1K | 0.07% | −471−4.0% | Reduced |
| Cobblestone Capital Advisors LLC | 11,344 | $496.4K | 0.03% | −51−0.4% | Reduced |
| GWM Advisors LLC | 11,257 | $492.6K | 0.00% | +363+3.3% | Added |
| Old National Bancorp | 11,114 | $486.3K | 0.01% | −774−6.5% | Reduced |
| Jones Financial Companies LLLP | 11,072 | $484.5K | 0.00% | +5,938+115.7% | Added |
| Atria Wealth Solutions, Inc. | 11,052 | $483.7K | 0.01% | +5,779+109.6% | Added |
| Diversified Trust Co | 10,943 | $478.9K | 0.01% | −52−0.5% | Reduced |
| Chicago Partners Investment Group LLC | 10,545 | $472.2K | 0.02% | +3,911+59.0% | Added |
| Gladstone Institutional Advisory LLC | 10,782 | $471.8K | 0.02% | −308−2.8% | Reduced |
| Leonteq Securities AG | 10,696 | $468.1K | 0.05% | −1,067−9.1% | Reduced |
| Montchanin Asset Management, LLC | 10,650 | $466.0K | 0.45% | +1,250+13.3% | Added |
| Gotham Asset Management, LLC | 10,628 | $465.1K | 0.00% | −1,602−13.1% | Reduced |
| Alethea Capital Management, LLC | 10,536 | $461.1K | 0.39% | +10,536 | New |
| We Are One Seven, LLC | 10,299 | $450.7K | 0.02% | −1,436−12.2% | Reduced |
| Everhart Financial Group, Inc. | 10,214 | $447.0K | 0.09% | +10,214 | New |
| Triasima Portfolio Management inc. | 10,004 | $437.8K | 0.08% | 00.0% | Unchanged |
| 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 |
| Balyasny Asset Management LLC | 9,977 | $436.6K | 0.00% | +9,977 | New |
| Howard Capital Management Inc. | 9,728 | $425.7K | 0.01% | +9,728 | New |
| Cowa, LLC | 8,588 | $422.3K | 0.19% | +8,588 | New |
| Wiley Bros.-Aintree Capital, LLC | 9,476 | $422.2K | 0.01% | +3,824+67.7% | Added |
| International Private Wealth Advisors LLC | 9,632 | $421.5K | 0.42% | −75−0.8% | Reduced |
| Lynx Investment Advisory | 9,621 | $421.0K | 0.29% | −19−0.2% | Reduced |
| Boston Private Wealth LLC | 9,620 | $421.0K | 0.01% | +9,620 | New |
| Penserra Capital Management LLC | 9,500 | $413.0K | 0.01% | −327−3.3% | Reduced |
| Kestra Private Wealth Services, LLC | 9,306 | $407.2K | 0.01% | +9,306 | New |
| Benjamin Edwards Inc | 9,121 | $399.2K | 0.01% | +9,121 | New |