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 |
|---|---|---|---|---|---|
| Golden State Wealth Management, LLC | 457 | $20.0K | 0.00% | +457 | New |
| WealthTrak Capital Management LLC | 450 | $19.7K | 0.02% | +450 | New |
| Cary Street Partner Investment Advisory LLC | 442 | $19.3K | 0.01% | −132,496−99.7% | Reduced |
| Rothschild Investment LLC | 401 | $17.5K | 0.00% | −9−2.2% | Reduced |
| West Oak Capital, LLC | 400 | $17.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 394 | $17.2K | 0.01% | +141+55.7% | Added |
| MPWM Advisory Solutions, LLC | 389 | $17.0K | 0.01% | +389 | New |
| DT Investment Partners, LLC | 364 | $15.9K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 321 | $15.5K | 0.01% | +321 | New |
| BFSG, LLC | 350 | $15.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 344 | $15.1K | 0.00% | +54+18.6% | Added |
| Farmers & Merchants Investments Inc | 325 | $14.2K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 317 | $13.9K | 0.00% | +53+20.1% | Added |
| Motco | 309 | $13.5K | 0.00% | −181−36.9% | Reduced |
| McIlrath & Eck, LLC | 309 | $13.5K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 309 | $13.5K | 0.01% | +309 | New |
| Citizens National Bank Trust Department | 300 | $13.1K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 300 | $13.1K | 0.25% | +300 | New |
| Park Square Financial Group, LLC | 300 | $13.1K | 0.01% | +300 | New |
| Frazier Financial Advisors, LLC | 276 | $12.0K | 0.01% | +6+2.2% | Added |
| Semmax Financial Advisors Inc. | 256 | $11.9K | 0.00% | +2+0.8% | Added |
| BNP Paribas | 272 | $11.9K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 265 | $11.6K | 0.01% | +2+0.8% | Added |
| REAP Financial Group, LLC | 262 | $11.4K | 0.00% | +131+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 256 | $11.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 250 | $10.8K | 0.01% | +250 | New |
| Bruce G. Allen Investments, LLC | 242 | $10.6K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 238 | $10.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 231 | $10.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 218 | $9.54K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 209 | $9.15K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 205 | $8.97K | 0.01% | +205 | New |
| North Star Investment Management Corp. | 200 | $8.75K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $8.75K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 198 | $8.64K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 194 | $8.49K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 184 | $8.05K | 0.00% | +184 | New |
| JFS Wealth Advisors, LLC | 183 | $8.01K | 0.00% | +55+43.0% | Added |
| Creative Financial Designs Inc | 171 | $7.48K | 0.00% | −18−9.5% | Reduced |
| HHM Wealth Advisors, LLC | 169 | $7.40K | 0.00% | +5+3.0% | Added |
| Crewe Advisors LLC | 160 | $7.00K | 0.00% | −11−6.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 159 | $6.96K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 145 | $6.35K | 0.00% | −69−32.2% | Reduced |
| Investors Research Corp | 145 | $6.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $6.30K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 141 | $6.18K | 0.00% | +141 | New |
| NVWM, LLC | 138 | $6.05K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 120 | $5.25K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 114 | $4.99K | 0.00% | −20−14.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 112 | $4.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 103 | $4.90K | 0.00% | −7−6.4% | Reduced |
| Heritage Wealth Advisors | 109 | $4.77K | 0.00% | +19+21.1% | Added |
| BOK Financial Private Wealth, Inc. | 108 | $4.73K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 107 | $4.68K | 0.00% | +107 | New |
| Financial Management Professionals, Inc. | 94 | $4.11K | 0.00% | +47+100.0% | Added |
| Avion Wealth | 104 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 91 | $3.98K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 91 | $3.98K | 0.00% | +91 | New |
| Robbins Farley LLC | 90 | $3.94K | 0.00% | −35−28.0% | Reduced |
| Legend Financial Advisors, Inc. | 89 | $3.90K | 0.00% | +89 | New |
| Painted Porch Advisors LLC | 87 | $3.81K | 0.00% | +87 | New |
| MCF Advisors LLC | 86 | $3.76K | 0.00% | +32+59.3% | Added |
| Johnson Financial Group, Inc. | 77 | $3.67K | 0.00% | −26−25.2% | Reduced |
| Bogart Wealth, LLC | 83 | $3.63K | 0.00% | +83 | New |
| Capital & Planning, LLC | 80 | $3.50K | 0.00% | +80 | New |
| Dunhill Financial, LLC | 79 | $3.45K | 0.00% | +30+61.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 78 | $3.41K | 0.01% | +78 | New |
| Highline Wealth Partners LLC | 78 | $3.39K | 0.00% | +20+34.5% | Added |
| Truvestments Capital LLC | 75 | $3.28K | 0.00% | −61−44.9% | Reduced |
| Piscataqua Savings Bank | 75 | $3.28K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 73 | $3.19K | 0.00% | +17+30.4% | Added |
| Abound Wealth Management | 71 | $3.11K | 0.00% | −27−27.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $3.10K | 0.00% | +35+100.0% | Added |
| Asset Dedication, LLC | 70 | $3.06K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 69 | $3.02K | 0.00% | −62−47.3% | Reduced |
| FWL Investment Management, LLC | 65 | $2.84K | 0.00% | −115−63.9% | Reduced |
| Sachetta, LLC | 60 | $2.63K | 0.00% | −136−69.4% | Reduced |
| Financial Life Planners | 60 | $2.63K | 0.00% | +60 | New |
| TFC Financial Management | 58 | $2.54K | 0.00% | +19+48.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $2.54K | 0.00% | +58 | New |
| Bokf, NA | 55 | $2.38K | 0.00% | −11−16.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 54 | $2.36K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 57 | $2.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 52 | $2.28K | 0.00% | +6+13.0% | Added |
| Trifecta Capital Advisors, LLC | 50 | $2.19K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 50 | $2.19K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 49 | $2.14K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 44 | $1.93K | 0.00% | +44 | New |
| Center for Financial Planning, Inc. | 43 | $1.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $1.79K | 0.00% | +2+5.1% | Added |
| HM Payson & Co | 38 | $1.66K | 0.00% | −25−39.7% | Reduced |
| Bell Investment Advisors, Inc | 34 | $1.49K | 0.00% | −37−52.1% | Reduced |
| Crowley Wealth Management, Inc. | 32 | $1.40K | 0.00% | +32 | New |
| Point72 Hong Kong Ltd | 31 | $1.36K | 0.00% | −66,820−100.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 28 | $1.23K | 0.00% | +28 | New |
| Main Street Group, LTD | 28 | $1.22K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 24 | $1.06K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 23 | $1.01K | 0.00% | 00.0% | Unchanged |