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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 9,093 | $397.9K | 0.04% | +9,093 | New |
| Atlas Capital Advisors LLC | 9,088 | $397.7K | 0.05% | −90−1.0% | Reduced |
| Continuum Advisory, LLC | 9,080 | $397.3K | 0.05% | +802+9.7% | Added |
| Qsemble Capital Management, LP | 9,069 | $396.9K | 0.05% | −125,228−93.2% | Reduced |
| Marshall Wace, LLP | 9,025 | $394.9K | 0.00% | −416,925−97.9% | Reduced |
| Lazard Asset Management LLC | 8,776 | $383.0K | 0.00% | −45,171−83.7% | Reduced |
| Integrated Quantitative Investments LLC | 8,700 | $380.7K | 0.19% | +8,700 | New |
| Graypoint LLC | 8,646 | $378.3K | 0.02% | +404+4.9% | Added |
| Mather Group, LLC. | 8,632 | $377.7K | 0.00% | +1,138+15.2% | Added |
| LifeWealth Investments, LLC | 8,618 | $377.1K | 0.25% | +8,618 | New |
| Machina Capital S.A.S. | 8,594 | $376.1K | 0.16% | −26,166−75.3% | Reduced |
| Summit Financial, LLC | 8,433 | $369.0K | 0.01% | +86+1.0% | Added |
| Bridgefront Capital, LLC | 8,428 | $368.8K | 0.12% | −17,472−67.5% | Reduced |
| Sterling Investment Counsel, LLC | 8,399 | $367.5K | 0.24% | −65−0.8% | Reduced |
| Empowered Funds, LLC | 8,284 | $362.5K | 0.01% | +797+10.6% | Added |
| Cinctive Capital Management LP | 8,281 | $362.4K | 0.02% | +8,281 | New |
| Sym Financial Corp | 8,266 | $361.7K | 0.05% | +1,290+18.5% | Added |
| Integrated Wealth Concepts LLC | 8,151 | $356.7K | 0.00% | +3,176+63.8% | Added |
| Vestcor Inc | 8,116 | $355.0K | 0.01% | −18−0.2% | Reduced |
| IFG Advisory, LLC | 7,995 | $349.9K | 0.02% | +7,995 | New |
| IFP Advisors, Inc | 7,975 | $349.0K | 0.01% | +2,210+38.3% | Added |
| Paragon Capital Management Ltd | 7,780 | $340.5K | 0.07% | −113−1.4% | Reduced |
| Ballentine Partners, LLC | 7,777 | $340.3K | 0.01% | +247+3.3% | Added |
| Gries Financial LLC | 7,755 | $339.4K | 0.06% | +1,466+23.3% | Added |
| Abn Amro Investment Solutions | 7,748 | $339.1K | 0.01% | −26,228−77.2% | Reduced |
| Panagora Asset Management Inc | 7,732 | $338.4K | 0.00% | −3,702−32.4% | Reduced |
| Morningstar Investment Management LLC | 7,735 | $338.0K | 0.03% | −23,654−75.4% | Reduced |
| 1620 Investment Advisors, Inc. | 7,713 | $337.5K | 0.26% | +238+3.2% | Added |
| Commerzbank Aktiengesellschaft | 7,637 | $333.0K | 0.01% | +474+6.6% | Added |
| Advisory Services Network, LLC | 7,440 | $325.6K | 0.01% | −129−1.7% | Reduced |
| Quantessence Capital LLC | 7,415 | $324.5K | 0.13% | +7,415 | New |
| Voleon Capital Management LP | 7,382 | $323.0K | 0.02% | +7,382 | New |
| Brookstone Capital Management | 7,350 | $321.6K | 0.00% | +1,619+28.2% | Added |
| Skopos Labs, Inc. | 7,304 | $319.6K | 0.10% | +233+3.3% | Added |
| MUFG Securities Americas Inc. | 7,301 | $319.5K | 0.04% | +7,301 | New |
| Principal Securities, Inc. | 7,260 | $317.7K | 0.01% | +1,959+37.0% | Added |
| Poinciana Advisors Group, LLC | 7,093 | $310.4K | 0.31% | +7,093 | New |
| Sapient Capital LLC | 7,017 | $307.1K | 0.01% | +1,474+26.6% | Added |
| Ariadne Wealth Management, LP | 6,334 | $302.6K | 0.14% | +49+0.8% | Added |
| Fort Washington Investment Advisors Inc | 6,868 | $300.5K | 0.00% | −1,043−13.2% | Reduced |
| Ronald Blue Trust, Inc. | 6,830 | $298.9K | 0.00% | −3,373−33.1% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 6,789 | $297.1K | 0.10% | +6,789 | New |
| Legacy Advisors, LLC | 6,758 | $295.7K | 0.03% | +1,023+17.8% | Added |
| Fidelis Capital Partners, LLC | 6,375 | $295.6K | 0.03% | +207+3.4% | Added |
| Weiss Asset Management LP | 6,752 | $295.5K | 0.01% | +6,752 | New |
| Quadrant Capital Group LLC | 6,698 | $293.1K | 0.02% | +694+11.6% | Added |
| Horan Securities, Inc. | 6,691 | $292.8K | 0.11% | −78−1.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 6,675 | $292.1K | 0.00% | +6,675 | New |
| Verity & Verity, LLC | 6,670 | $291.9K | 0.03% | +6,670 | New |
| Atomi Financial Group, Inc. | 6,521 | $285.4K | 0.01% | +896+15.9% | Added |
| Larson Financial Group LLC | 6,520 | $285.3K | 0.01% | −27−0.4% | Reduced |
| Evergreen Capital Management LLC | 6,482 | $283.7K | 0.01% | +103+1.6% | Added |
| Vontobel Holding Ltd. | 6,480 | $283.6K | 0.00% | −8,417−56.5% | Reduced |
| Whittier Trust Co | 6,428 | $281.2K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 6,400 | $280.1K | 0.08% | +6,400 | New |
| Lincoln Capital Corp | 6,396 | $279.9K | 0.11% | +56+0.9% | Added |
| Dorsey & Whitney Trust CO LLC | 6,374 | $278.9K | 0.02% | −1,259−16.5% | Reduced |
| Klingenstein Fields & Co LP | 6,347 | $277.7K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 6,288 | $275.2K | 0.16% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,284 | $275.0K | 0.03% | +1,182+23.2% | Added |
| Intrua Financial, LLC | 6,255 | $273.7K | 0.04% | −3,980−38.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 6,254 | $273.7K | 0.01% | −790−11.2% | Reduced |
| MAI Capital Management | 6,207 | $271.6K | 0.00% | +685+12.4% | Added |
| Hall Capital Management Co Inc | 6,189 | $270.8K | 0.13% | +6,189 | New |
| HBK Sorce Advisory LLC | 6,179 | $270.4K | 0.01% | +989+19.1% | Added |
| Cable Hill Partners, LLC | 6,153 | $269.3K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 6,139 | $268.7K | 0.00% | +149+2.5% | Added |
| Capital Performance Advisors LLP | 6,093 | $266.6K | 0.09% | +1,418+30.3% | Added |
| Horizon Investments, LLC | 6,144 | $266.5K | 0.01% | +61+1.0% | Added |
| Crumly & Associates Inc. | 6,029 | $263.8K | 0.07% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 6,001 | $262.6K | 0.04% | +93+1.6% | Added |
| Wetherby Asset Management Inc | 5,920 | $259.1K | 0.01% | −231−3.8% | Reduced |
| Buckingham Strategic Partners | 5,899 | $258.2K | 0.00% | +5,899 | New |
| Delta Financial Group, Inc. | 5,900 | $258.0K | 0.06% | +5,900 | New |
| Trust Asset Management LLC | 5,889 | $257.7K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 5,812 | $254.4K | 0.01% | −47−0.8% | Reduced |
| Geneos Wealth Management Inc. | 5,782 | $253.0K | 0.01% | +519+9.9% | Added |
| Van Eck Associates Corp | 5,683 | $249.0K | 0.00% | −647−10.2% | Reduced |
| 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 |
| Beacon Pointe Advisors, LLC | 5,502 | $240.8K | 0.00% | +5,502 | New |
| Prospera Financial Services Inc | 5,482 | $240.0K | 0.01% | −32−0.6% | Reduced |
| Groupama Asset Managment | 5,484 | $238.9K | 0.00% | +5,484 | New |
| Smartleaf Asset Management LLC | 5,474 | $238.4K | 0.02% | +838+18.1% | Added |
| Belpointe Asset Management LLC | 5,536 | $238.3K | 0.01% | +5,536 | New |
| Syon Capital LLC | 5,438 | $238.0K | 0.02% | +5,438 | New |
| Hager Investment Management Services, LLC | 5,415 | $237.0K | 0.15% | +5,415 | New |
| Accurate Wealth Management, LLC | 5,455 | $236.3K | 0.05% | +278+5.4% | Added |
| MidWestOne Financial Group, Inc. | 5,374 | $235.2K | 0.03% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 5,371 | $235.0K | 0.01% | +193+3.7% | Added |
| Hoxton Planning & Management, LLC | 5,353 | $234.2K | 0.09% | +5,353 | New |
| Siemens Fonds Invest GmbH | 5,282 | $230.1K | 0.02% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,215 | $228.2K | 0.04% | +60+1.2% | Added |
| BancorpSouth Bank | 5,194 | $227.3K | 0.02% | −69,339−93.0% | Reduced |
| Resources Investment Advisors, LLC. | 5,169 | $226.2K | 0.00% | −473−8.4% | Reduced |
| Simon Quick Advisors, LLC | 5,118 | $224.0K | 0.01% | +5,118 | New |
| D.A. Davidson & Co. | 5,097 | $223.1K | 0.00% | +4+0.1% | Added |
| Moors & Cabot, Inc. | 5,091 | $222.8K | 0.01% | −98−1.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 4,966 | $217.3K | 0.00% | −2,142−30.1% | Reduced |
| KC Investment Advisors, LLC | 4,963 | $217.2K | 0.09% | +4,963 | New |