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 |
|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 722 | $25.0K | 0.00% | −678−48.4% | Reduced |
| Central Trust Co | 741 | $25.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 750 | $26.0K | 0.01% | −438−36.9% | Reduced |
| Canton Hathaway, LLC | 790 | $27.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 783 | $27.0K | 0.02% | +86+12.3% | Added |
| Spire Wealth Management | 855 | $29.0K | 0.00% | −186−17.9% | Reduced |
| Carolinas Wealth Consulting LLC | 831 | $29.0K | 0.01% | +77+10.2% | Added |
| State of Wyoming | 850 | $29.0K | 0.01% | +86+11.3% | Added |
| American Research & Management Co. | 882 | $30.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 878 | $30.0K | 0.00% | +828+1,656.0% | Added |
| Sageworth Trust Co | 902 | $31.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,011 | $35.0K | 0.00% | −11,394−91.9% | Reduced |
| Zions Bancorporation, N.A. | 1,042 | $36.0K | 0.00% | +77+8.0% | Added |
| Riverview Trust Co | 1,048 | $36.0K | 0.03% | +1,048 | New |
| Brown Brothers Harriman & Co | 1,089 | $37.0K | 0.00% | −2,438−69.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,068 | $37.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,065 | $37.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,155 | $40.0K | 0.01% | −95−7.6% | Reduced |
| Leelyn Smith, LLC | 1,200 | $41.0K | 0.01% | +50+4.3% | Added |
| Coastal Investment Advisors, Inc. | 1,200 | $41.0K | 0.01% | +1,200 | New |
| TCI Wealth Advisors, Inc. | 1,249 | $43.0K | 0.01% | +112+9.9% | Added |
| Union Investments & Development Ltd. | 1,350 | $46.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,416 | $51.0K | 0.00% | +1,037+273.6% | Added |
| Montag A & Associates Inc | 1,648 | $57.0K | 0.00% | +1,350+453.0% | Added |
| Kistler-Tiffany Companies, LLC | 1,683 | $58.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,721 | $59.0K | 0.01% | −389−18.4% | Reduced |
| Loomis Sayles & Co L P | 1,730 | $59.0K | 0.00% | +1,730 | New |
| Ten Capital Wealth Advisors, LLC | 1,751 | $60.0K | 0.03% | +130+8.0% | Added |
| Parkside Financial Bank & Trust | 1,863 | $64.0K | 0.02% | −279−13.0% | Reduced |
| Alta Advisers Ltd | 1,900 | $65.0K | 0.04% | +1,900 | New |
| DuPont Capital Management Corp | 2,013 | $69.0K | 0.00% | −34,265−94.5% | Reduced |
| Corsicana & Co. | 2,000 | $69.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,004 | $69.0K | 0.02% | +1,658+479.2% | Added |
| Cutler Group LP | 2,054 | $70.0K | 0.01% | −400−16.3% | Reduced |
| Quent Capital, LLC | 2,169 | $75.0K | 0.02% | +46+2.2% | Added |
| TD Private Client Wealth LLC | 2,276 | $78.2K | 0.00% | −116−4.8% | Reduced |
| Exchange Traded Concepts, LLC | 2,306 | $79.0K | 0.00% | +384+20.0% | Added |
| West Paces Advisors Inc. | 2,314 | $79.5K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,360 | $81.0K | 0.00% | −74−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,548 | $88.0K | 0.02% | +338+15.3% | Added |
| Ellevest, Inc. | 2,810 | $97.0K | 0.01% | −1,071−27.6% | Reduced |
| Deseret Mutual Benefit Administrators | 2,815 | $97.0K | 0.03% | −553−16.4% | Reduced |
| Clearstead Advisors, LLC | 3,015 | $104.0K | 0.01% | +8+0.3% | Added |
| Harvest Fund Management Co., Ltd | 3,098 | $106.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 3,075 | $106.0K | 0.09% | −9−0.3% | Reduced |
| Sentry Investment Management LLC | 3,341 | $115.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3,607 | $124.0K | 0.01% | +3,587+17,935.0% | Added |
| Ossiam | 3,942 | $135.0K | 0.00% | +3,942 | New |
| AIA Group Ltd | 4,337 | $149.0K | 0.01% | −2,761−38.9% | Reduced |
| Allworth Financial LP | 4,403 | $151.0K | 0.00% | +66+1.5% | Added |
| Belpointe Asset Management LLC | 4,396 | $151.0K | 0.01% | +4,396 | New |
| First Horizon Advisors, Inc. | 4,598 | $157.0K | 0.01% | −2,773−37.6% | Reduced |
| Quadrant Capital Group LLC | 4,567 | $157.0K | 0.02% | +1,192+35.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 4,740 | $163.0K | 0.05% | +1,040+28.1% | Added |
| Glen Eagle Advisors, LLC | 4,886 | $167.9K | 0.05% | 00.0% | Unchanged |
| Mirova | 5,068 | $174.0K | 0.03% | −1,583−23.8% | Reduced |
| Wipfli Financial Advisors LLC, | 5,247 | $180.0K | 0.01% | +5,247 | New |
| Longfellow Investment Management Co LLC | 5,290 | $182.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,467 | $195.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 5,722 | $197.0K | 0.00% | −281−4.7% | Reduced |
| American Portfolios Advisors | 5,815 | $199.8K | 0.01% | −138−2.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,868 | $201.6K | 0.06% | −118−2.0% | Reduced |
| Quantitative Investment Management, LLC | 5,933 | $203.0K | 0.03% | −46,830−88.8% | Reduced |
| Seaport Global Advisors, LLC | 5,912 | $203.0K | 0.83% | +957+19.3% | Added |
| Federation des caisses Desjardins du Quebec | 5,965 | $205.0K | 0.00% | +942+18.8% | Added |
| Whalerock Point Partners, LLC | 6,000 | $206.0K | 0.09% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 6,029 | $207.0K | 0.09% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 6,058 | $208.0K | 0.04% | +6,058 | New |
| Cigna Investments Inc | 6,065 | $209.0K | 0.05% | −274−4.3% | Reduced |
| Qtron Investments LLC | 6,166 | $212.0K | 0.05% | −5,620−47.7% | Reduced |
| Keeley-Teton Advisors, LLC | 6,178 | $212.0K | 0.03% | 00.0% | Unchanged |
| Momentum Advisors, LLC | 6,161 | $212.0K | 0.23% | +188+3.1% | Added |
| Avantax Advisory Services, Inc. | 6,184 | $212.0K | 0.00% | +6,184 | New |
| National Asset Management, Inc. | 6,171 | $212.0K | 0.01% | +6,171 | New |
| NCM Capital Management, LLC | 6,207 | $213.0K | 0.16% | 00.0% | Unchanged |
| McRae Capital Management Inc | 6,295 | $216.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,337 | $217.0K | 0.01% | −2,277−26.4% | Reduced |
| Liberty One Investment Management, LLC | 6,505 | $223.0K | 0.04% | −2,604−28.6% | Reduced |
| Horan Securities, Inc. | 6,492 | $223.0K | 0.14% | +910+16.3% | Added |
| Money Concepts Capital Corp | 6,643 | $228.0K | 0.01% | +6,643 | New |
| New Century Advisors, LLC | 6,670 | $229.0K | 0.28% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 6,680 | $230.0K | 0.32% | 00.0% | Unchanged |
| Peoples Bank | 6,721 | $231.0K | 0.15% | +241+3.7% | Added |
| Klingenstein Fields & Co LP | 6,774 | $233.0K | 0.01% | +4+0.1% | Added |
| Montchanin Asset Management, LLC | 6,850 | $235.0K | 0.33% | +6,850 | New |
| Cetera Investment Advisers | 6,863 | $236.0K | 0.00% | −2,436−26.2% | Reduced |
| 55I, LLC | 6,893 | $237.0K | 0.01% | +6,893 | New |
| Sterling Investment Counsel, LLC | 6,923 | $237.0K | 0.17% | +6,923 | New |
| Connable Office Inc | 6,937 | $238.0K | 0.04% | +451+7.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,970 | $239.0K | 0.02% | −14,711−67.9% | Reduced |
| CRA Financial Services, LLC | 6,990 | $240.0K | 0.09% | +650+10.3% | Added |
| Nations Financial Group Inc, | 7,085 | $243.0K | 0.04% | 00.0% | Unchanged |
| Cedrus LLC | 7,150 | $245.7K | 0.23% | +638+9.8% | Added |
| Pinnacle Associates Ltd | 7,149 | $246.0K | 0.01% | +1,128+18.7% | Added |
| Centennial Wealth Advisory LLC | 7,172 | $246.0K | 0.14% | +7,172 | New |
| Veritable, L.P. | 7,294 | $251.0K | 0.00% | −1,319−15.3% | Reduced |
| Metis Global Partners, LLC | 7,310 | $251.0K | 0.04% | +10.0% | Added |
| National Bank of Canada | 7,176 | $251.0K | 0.00% | +5,027+233.9% | Added |
| Fulton Bank, N.A. | 7,409 | $255.0K | 0.02% | −57−0.8% | Reduced |
| Wetherby Asset Management Inc | 7,446 | $256.0K | 0.02% | −196−2.6% | Reduced |