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, Q3 2022
Institutional positions in Citizens Financial Group Inc as of Sep 30, 2022. 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
- 735
- −10 vs. Q2 2022
- Shares held
- 439.2M
- +2.43M (+0.6%) vs. Q2 2022
- Total value
- $15.1B
- −$559.7M (−3.6%) vs. Q2 2022
- New holders
- 68
- 307 more added
- Sold out
- 78
- 245 more reduced
6 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 1 | $0 | 0.00% | −1,324−99.9% | Reduced |
| JJJ Advisors Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $0 | 0.00% | +11 | New |
| Manchester Capital Management LLC | 42 | $1.00K | 0.00% | −33−44.0% | Reduced |
| Eagle Bay Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | −7−24.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $1.00K | 0.00% | −10−30.3% | Reduced |
| Addison Advisors LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Abound Wealth Management | 31 | $1.08K | 0.00% | +31 | New |
| Sutton Wealth Advisors Inc. | 38 | $1.31K | 0.00% | +9+31.0% | Added |
| Global Financial Private Client, LLC | 56 | $1.96K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $1.99K | 0.00% | +58 | New |
| Baystate Wealth Management LLC | 71 | $2.00K | 0.00% | +1+1.4% | Added |
| Evermay Wealth Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 55 | $2.00K | 0.00% | +1+1.9% | Added |
| Lee Financial Co | 59 | $2.00K | 0.00% | +59 | New |
| Raffa Wealth Management, LLC | 62 | $2.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 101 | $3.00K | 0.00% | −81−44.5% | Reduced |
| Hantz Financial Services, Inc. | 87 | $3.00K | 0.00% | −31−26.3% | Reduced |
| Howe & Rusling Inc | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 92 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 89 | $3.00K | 0.00% | +43+93.5% | Added |
| Trust Co of Vermont | 100 | $3.00K | 0.00% | +100 | New |
| Householder Group Estate & Retirement Specialist, LLC | 97 | $3.00K | 0.00% | +97 | New |
| Kenfarb & Co. | 100 | $3.00K | 0.00% | +100 | New |
| Caldwell Trust Co | 110 | $3.78K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 113 | $3.88K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 106 | $4.00K | 0.00% | −66−38.4% | Reduced |
| AdvisorNet Financial, Inc | 115 | $4.00K | 0.00% | +5+4.5% | Added |
| Highlander Capital Management, LLC | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 130 | $4.00K | 0.00% | +6+4.8% | Added |
| Community Bank, N.A. | 111 | $4.00K | 0.00% | +111 | New |
| Almanack Investment Partners, LLC. | 108 | $4.00K | 0.00% | +108 | New |
| HighMark Wealth Management LLC | 116 | $4.00K | 0.00% | +116 | New |
| EdgeRock Capital LLC | 128 | $4.00K | 0.00% | +128 | New |
| MUFG Americas Holdings Corp | 141 | $5.00K | 0.00% | −223−61.3% | Reduced |
| Beacon Capital Management, LLC | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $5.00K | 0.00% | +130+812.5% | Added |
| Adirondack Trust Co | 137 | $5.00K | 0.00% | +137 | New |
| Bell Investment Advisors, Inc | 176 | $6.00K | 0.00% | −167−48.7% | Reduced |
| Cambridge Trust Co | 167 | $6.00K | 0.00% | +24+16.8% | Added |
| Leonteq Securities AG | 181 | $6.22K | 0.00% | +132+269.4% | Added |
| Atlas Capital Advisors LLC | 200 | $6.87K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 217 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 205 | $7.00K | 0.00% | +5+2.5% | Added |
| Evoke Wealth, LLC | 222 | $8.00K | 0.00% | −604−73.1% | Reduced |
| JFS Wealth Advisors, LLC | 242 | $8.00K | 0.00% | −78−24.4% | Reduced |
| Earnest Partners LLC | 244 | $8.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 218 | $8.58K | 0.01% | +218 | New |
| Versant Capital Management, Inc | 251 | $9.00K | 0.00% | −353−58.4% | Reduced |
| Smithfield Trust Co | 245 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 257 | $9.00K | 0.00% | +3+1.2% | Added |
| Semmax Financial Advisors Inc. | 229 | $9.00K | 0.00% | +2+0.9% | Added |
| Worth Asset Management, LLC | 263 | $9.00K | 0.01% | +2+0.8% | Added |
| Toth Financial Advisory Corp | 265 | $9.00K | 0.00% | +265 | New |
| Heritage Wealth Advisors | 287 | $9.86K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 303 | $10.0K | 0.02% | −553−64.6% | Reduced |
| FinTrust Capital Advisors, LLC | 263 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 295 | $10.0K | 0.00% | +65+28.3% | Added |
| Massmutual Trust Co FSB | 302 | $10.0K | 0.00% | +174+135.9% | Added |
| Morgan Dempsey Capital Management LLC | 304 | $10.0K | 0.00% | +304 | New |
| Schubert & Co | 331 | $11.0K | 0.01% | −53−13.8% | Reduced |
| Heritage Wealth Management, LLC | 323 | $11.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 322 | $11.0K | 0.00% | +322 | New |
| Jones Financial Companies LLLP | 356 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 341 | $12.7K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $14.0K | 0.01% | −200−33.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 404 | $14.0K | 0.00% | +404 | New |
| Arlington Partners LLC | 433 | $15.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 535 | $18.0K | 0.00% | −220−29.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 550 | $19.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 542 | $19.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $21.0K | 0.00% | −3,100−83.8% | Reduced |
| Lindbrook Capital, LLC | 606 | $21.0K | 0.00% | +65+12.0% | Added |
| Global Retirement Partners, LLC | 529 | $22.0K | 0.00% | −194−26.8% | Reduced |
| Ci Investments Inc. | 661 | $23.0K | 0.00% | +601+1,001.7% | Added |
| BerganKDV Wealth Management, LLC | 704 | $24.0K | 0.00% | −1,400−66.5% | Reduced |
| Bank of New Hampshire | 705 | $24.0K | 0.01% | +20+2.9% | Added |