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Security record · archived quarter

CFG

Citizens Financial Group, Inc. · Financial Services · Banks - Regional

69.83 -0.6% mkt cap $29.53B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
16Tracked holders
-1Δ holders
99.29MShares held
$4.34BReported value
+2New positions
−3Exits
Falling Conviction score 41/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -5.9% · share flow +1.6% · net new positions -6.2%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 165 +8 322.15M $22.57B +10 −1
Q1 2026 159 -1 316.46M $18.95B +5 −7
Q4 2025 159 -2 357.05M $20.85B +2 −3
Q3 2025 24 +1 204.32M $10.86B +1 −1
Q2 2025 21 +1 194.94M $8.72B +1
Q1 2025 17 +1 94.91M $3.88B +2 −1
Q4 2024 16 -1 99.29M $4.34B +2 −3
Q3 2024 16 +2 70.95M $2.91B +3 −1
Q2 2024 14 34.22M $1.23B
Holder count
Who holds it · Q4 2024
#ManagerSharesΔ sharesValueTheir weightHeld
1 Capital World Investors 35.90M +3.3% $1.57B 0.2% ▲ Add 3 SEC ↗
2 State Street Global Advisors (passive) 26.75M $1.17B 0.0% n/c 1 SEC ↗
3 Geode Capital Management (passive) 10.93M +1.2% $477.04M 0.0% ▲ Add 3 SEC ↗
4 Geode Capital Management (passive) 10.93M +1.2% $477.04M 0.0% ▲ Add 3 SEC ↗
5 Wellington Management 10.57M +27.8% $462.55M 0.1% ▲ Add 3 SEC ↗
6 Wellington Management 10.57M +27.8% $462.55M 0.1% ▲ Add 3 SEC ↗
7 Wellington Management 10.57M +27.8% $462.55M 0.1% ▲ Add 3 SEC ↗
8 Wellington Management 10.57M +27.8% $462.55M 0.1% ▲ Add 3 SEC ↗
9 Wellington Management 10.57M +27.8% $462.55M 0.1% ▲ Add 3 SEC ↗
10 AQR Capital Management 6.19M +32.2% $270.72M 0.3% ▲ Add 3 SEC ↗
11 AQR Capital Management 6.19M +32.2% $270.72M 0.3% ▲ Add 3 SEC ↗
12 AQR Capital Management 6.19M +32.2% $270.72M 0.3% ▲ Add 3 SEC ↗
13 AQR Capital Management 6.19M +32.2% $270.72M 0.3% ▲ Add 3 SEC ↗
14 AQR Capital Management 6.19M +32.2% $270.72M 0.3% ▲ Add 3 SEC ↗
15 AQR Capital Management 6.19M +32.2% $270.72M 0.3% ▲ Add 3 SEC ↗
16 Norges Bank (passive) 5.56M +55.7% $243.43M 0.0% ▲ Add 3 SEC ↗
17 Point72 Asset Management 1.18M New $51.49M 0.1% New 1 SEC ↗
18 Millennium Management 720.98K -69.0% $31.55M 0.0% ▼ Trim 3 SEC ↗
19 T. Rowe Price 624.79K -2.8% $27.34M 0.0% ▼ Trim 3 SEC ↗
20 T. Rowe Price 624.79K -2.8% $27.34M 0.0% ▼ Trim 3 SEC ↗
21 Citadel Advisors 464.88K +93.6% $20.34M 0.0% ▲ Add 3 SEC ↗
22 Citadel Advisors 464.88K +93.6% $20.34M 0.0% ▲ Add 3 SEC ↗
23 D. E. Shaw & Co. 195.15K -82.8% $8.54M 0.0% ▼ Trim 3 SEC ↗
24 Two Sigma Investments 101.02K -88.1% $4.42M 0.0% ▼ Trim 3 SEC ↗
25 Bridgewater Associates 65.81K New $2.88M 0.0% New 1 SEC ↗
26 Harris Associates (Oakmark) 16.02K -6.5% $701,123 0.0% ▼ Trim 3 SEC ↗
27 Gotham Asset Management 10.63K -13.1% $465,081 0.0% ▼ Trim 3 SEC ↗
28 Marshall Wace 9.03K -97.9% $394,934 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $51.49M 0.1%
Bridgewater Associates $2.88M 0.0%

Exited

Arrowstreet Capital $119.22M was 0.1%
Duquesne Family Office $9.80M was 0.3%
Adage Capital Partners $2.57M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,005 holders, 395.26M shares, $22.77B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Jun 02 Swift Christopher

Director · 20 sh @ 40.06 · $801

Feb 06 Swift Christopher

Director · 10 sh @ 31.47 · $315

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 12 SC 13G/A — Capital World Investors

View original SEC filing ↗

Aug 07 SC 13G — STATE STREET CORP

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2024 · Methodology · Get this via the API