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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 4,922 | $215.4K | 0.00% | +578+13.3% | Added |
| Cidel Asset Management Inc | 4,919 | $215.3K | 0.01% | −461−8.6% | Reduced |
| Wealthedge Investment Advisors, LLC | 4,901 | $214.5K | 0.10% | +4,901 | New |
| Diversify Advisory Services, LLC | 4,951 | $214.4K | 0.01% | +4,951 | New |
| Canada Post Corp Registered Pension Plan | 4,866 | $212.9K | 0.01% | +4,866 | New |
| Beacon Investment Advisory Services, Inc. | 4,854 | $212.4K | 0.01% | −14,924−75.5% | Reduced |
| Bradley Foster & Sargent Inc | 4,797 | $209.9K | 0.00% | +4,797 | New |
| Drucker Wealth 3.0, LLC | 4,704 | $205.8K | 0.05% | +4,704 | New |
| Check Capital Management Inc | 4,700 | $205.7K | 0.01% | +4,700 | New |
| Cigna Investments Inc | 4,693 | $205.0K | 0.04% | +4,693 | New |
| Equity Investment Corp | 4,662 | $204.0K | 0.00% | +4,662 | New |
| Optas, LLC | 4,659 | $203.9K | 0.04% | +4,659 | New |
| SevenBridge Financial Group, LLC | 4,315 | $203.5K | 0.04% | −1,240−22.3% | Reduced |
| Ipswich Investment Management Co., Inc. | 4,624 | $202.3K | 0.05% | +4,624 | New |
| Avantra Family Wealth, Inc. | 4,595 | $201.1K | 0.19% | +4,595 | New |
| Brown Advisory Inc | 4,593 | $201.0K | 0.00% | +4,593 | New |
| Callan Family Office, LLC | 4,573 | $200.1K | 0.01% | +4,573 | New |
| Richardson Financial Services Inc. | 4,588 | $199.9K | 0.14% | −562−10.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,553 | $199.2K | 0.01% | −255−5.3% | Reduced |
| Farther Finance Advisors, LLC | 4,514 | $197.5K | 0.01% | −12,954−74.2% | Reduced |
| Harbour Investments, Inc. | 4,320 | $189.0K | 0.01% | −10.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,633 | $159.0K | 0.01% | +364+11.1% | Added |
| First Horizon Advisors, Inc. | 3,630 | $158.9K | 0.00% | −38−1.0% | Reduced |
| Raleigh Capital Management Inc. | 3,510 | $153.6K | 0.06% | −33−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,500 | $153.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,487 | $152.6K | 0.01% | −589−14.5% | Reduced |
| Advisors Asset Management, Inc. | 3,487 | $152.6K | 0.00% | −788−18.4% | Reduced |
| R Squared Ltd | 3,320 | $145.3K | 0.14% | +3,320 | New |
| LRI Investments, LLC | 3,230 | $141.3K | 0.01% | −377−10.5% | Reduced |
| Umb Bank N A | 3,183 | $139.3K | 0.00% | −3,839−54.7% | Reduced |
| Ostrum Asset Management | 3,176 | $139.0K | 0.01% | −132−4.0% | Reduced |
| Quent Capital, LLC | 3,174 | $138.9K | 0.01% | +77+2.5% | Added |
| Private Trust Co NA | 3,154 | $138.0K | 0.01% | +757+31.6% | Added |
| CIBC Private Wealth Group, LLC | 3,053 | $136.7K | 0.00% | −1,194−28.1% | Reduced |
| Viking Fund Management LLC | 3,000 | $131.3K | 0.02% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 2,908 | $126.7K | 0.00% | +2,908 | New |
| True Wealth Design, LLC | 2,890 | $126.5K | 0.05% | +275+10.5% | Added |
| Allworth Financial LP | 2,591 | $121.9K | 0.00% | +965+59.3% | Added |
| Massmutual Trust Co FSB | 2,687 | $117.6K | 0.00% | +179+7.1% | Added |
| GeoWealth Management, LLC | 2,658 | $116.3K | 0.00% | −668−20.1% | Reduced |
| Covestor Ltd | 2,621 | $115.0K | 0.07% | −200−7.1% | Reduced |
| FSC Wealth Advisors, LLC | 2,464 | $107.8K | 0.07% | −500−16.9% | Reduced |
| TD Private Client Wealth LLC | 2,453 | $107.3K | 0.00% | −124−4.8% | Reduced |
| Global Retirement Partners, LLC | 2,448 | $107.1K | 0.00% | −66−2.6% | Reduced |
| Armstrong Advisory Group, Inc | 2,427 | $106.2K | 0.01% | +1,275+110.7% | Added |
| Walleye Capital LLC | 2,333 | $102.1K | 0.00% | −14,122−85.8% | Reduced |
| Ancora Advisors, LLC | 2,260 | $98.9K | 0.00% | +38+1.7% | Added |
| Bryn Mawr Trust Co | 2,175 | $95.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,164 | $94.7K | 0.00% | +14+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 2,043 | $89.4K | 0.00% | −221−9.8% | Reduced |
| Loomis Sayles & Co L P | 2,012 | $88.0K | 0.00% | +2,012 | New |
| Huntington National Bank | 1,860 | $81.4K | 0.00% | −4−0.2% | Reduced |
| Caitlin John, LLC | 1,841 | $80.6K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,827 | $80.0K | 0.01% | +59+3.3% | Added |
| Exchange Traded Concepts, LLC | 1,823 | $79.8K | 0.00% | +111+6.5% | Added |
| First Financial Corp | 1,800 | $78.8K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,749 | $76.5K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1,710 | $74.8K | 0.03% | −111−6.1% | Reduced |
| Versant Capital Management, Inc | 1,685 | $73.7K | 0.02% | +250+17.4% | Added |
| SBI Securities Co., Ltd. | 1,512 | $66.2K | 0.00% | +1,512 | New |
| Lindbrook Capital, LLC | 1,495 | $65.4K | 0.01% | +3+0.2% | Added |
| Manchester Capital Management LLC | 1,471 | $64.4K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,428 | $62.5K | 0.04% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,398 | $61.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,334 | $58.4K | 0.03% | −211−13.7% | Reduced |
| Ridgewood Investments LLC | 1,331 | $58.2K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,302 | $57.0K | 0.00% | −8,711−87.0% | Reduced |
| 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 |
| CVA Family Office, LLC | 1,275 | $55.8K | 0.01% | +39+3.2% | Added |
| Nordwand Advisors, LLC | 1,190 | $52.1K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,170 | $51.2K | 0.01% | +1,170 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,161 | $50.8K | 0.00% | +35+3.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,136 | $49.7K | 0.02% | −71−5.9% | Reduced |
| Salem Investment Counselors Inc | 1,135 | $49.7K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 1,067 | $46.7K | 0.04% | +1,067 | New |
| GW&K Investment Management, LLC | 1,042 | $46.0K | 0.00% | +49+4.9% | Added |
| Zions Bancorporation, N.A. | 971 | $42.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 927 | $40.6K | 0.00% | −14,739−94.1% | Reduced |
| Colonial Trust Co | 889 | $38.9K | 0.01% | +774+673.0% | Added |
| Oarsman Capital, Inc. | 871 | $38.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 843 | $36.9K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 730 | $32.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 721 | $31.6K | 0.00% | +40+5.9% | Added |
| Private Wealth Management Group, LLC | 644 | $28.2K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 641 | $28.0K | 0.00% | +641 | New |
| Ameliora Wealth Management Ltd. | 630 | $27.6K | 0.01% | +630 | New |
| Carolinas Wealth Consulting LLC | 607 | $26.6K | 0.01% | −91−13.0% | Reduced |
| Costello Asset Management, INC | 600 | $26.3K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 605 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 542 | $25.8K | 0.01% | +542 | New |
| Hexagon Capital Partners LLC | 588 | $25.7K | 0.00% | +57+10.7% | Added |
| Riverview Trust Co | 580 | $25.4K | 0.02% | +27+4.9% | Added |
| Headlands Technologies LLC | 559 | $24.5K | 0.00% | −35,688−98.5% | Reduced |
| 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 |
| Hemington Wealth Management | 571 | $24.0K | 0.01% | +95+20.0% | Added |
| Natixis | 547 | $23.9K | 0.00% | −179,209−99.7% | Reduced |
| Vision Financial Markets LLC | 500 | $21.9K | 0.02% | +500 | New |
| Ethos Financial Group, LLC | 498 | $21.8K | 0.00% | +498 | New |