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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 7,528 | $259.0K | 0.00% | −22−0.3% | Reduced |
| Amplius Wealth Advisors, LLC | 7,842 | $269.0K | 0.05% | −3,890−33.2% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,954 | $273.0K | 0.03% | +142+1.8% | Added |
| Platform Technology Partners | 7,966 | $274.0K | 0.16% | −2,994−27.3% | Reduced |
| Lido Advisors, LLC | 8,003 | $275.0K | 0.01% | +369+4.8% | Added |
| Forum Financial Management, LP | 8,094 | $278.0K | 0.01% | −3,825−32.1% | Reduced |
| Umb Bank N A | 8,170 | $280.0K | 0.00% | −8,557−51.2% | Reduced |
| Parsons Capital Management Inc | 8,137 | $280.0K | 0.03% | −1,101−11.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,462 | $291.0K | 0.02% | −1,396−14.2% | Reduced |
| Symmetry Partners, LLC | 8,536 | $293.0K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 8,548 | $293.0K | 0.02% | +745+9.5% | Added |
| Wealthspire Advisors, LLC | 8,573 | $295.0K | 0.01% | +86+1.0% | Added |
| Dorsey & Whitney Trust CO LLC | 8,768 | $300.0K | 0.03% | +276+3.3% | Added |
| Tokio Marine Asset Management Co Ltd | 8,739 | $300.0K | 0.03% | +194+2.3% | Added |
| Precision Wealth Strategies, LLC | 7,608 | $300.0K | 0.26% | −927−10.9% | Reduced |
| Wedbush Securities Inc | 8,755 | $301.0K | 0.02% | +940+12.0% | Added |
| Steward Partners Investment Advisory, LLC | 8,783 | $302.0K | 0.01% | −11,851−57.4% | Reduced |
| Penserra Capital Management LLC | 8,846 | $303.0K | 0.01% | −962−9.8% | Reduced |
| Alpha Paradigm Partners, LLC | 8,828 | $303.0K | 0.13% | +785+9.8% | Added |
| Washington Trust Co | 8,850 | $304.0K | 0.02% | −328−3.6% | Reduced |
| Profund Advisors LLC | 8,874 | $305.0K | 0.02% | −200−2.2% | Reduced |
| Evergreen Capital Management LLC | 8,873 | $305.0K | 0.02% | +8,873 | New |
| Alpine Woods Capital Investors, LLC | 8,984 | $309.0K | 0.04% | −585−6.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 9,006 | $309.0K | 0.02% | −99−1.1% | Reduced |
| CWM, LLC | 9,021 | $310.0K | 0.00% | +2,562+39.7% | Added |
| Brown, Lisle/Cummings, Inc. | 9,027 | $310.2K | 0.18% | +326+3.7% | Added |
| Chesley Taft & Associates LLC | 9,100 | $313.0K | 0.02% | +120+1.3% | Added |
| Koshinski Asset Management, Inc. | 9,172 | $315.0K | 0.04% | +9,172 | New |
| Orion Portfolio Solutions, LLC | 9,225 | $317.0K | 0.01% | +917+11.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,265 | $318.0K | 0.00% | +5,816+168.6% | Added |
| Gladstone Institutional Advisory LLC | 9,354 | $321.0K | 0.03% | +2,236+31.4% | Added |
| Parallel Advisors, LLC | 9,337 | $321.0K | 0.01% | +2,829+43.5% | Added |
| Redpoint Investment Management Pty Ltd | 9,386 | $323.0K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 9,489 | $325.0K | 0.04% | −40,367−81.0% | Reduced |
| Keybank National Association | 9,439 | $325.0K | 0.00% | −1,659−14.9% | Reduced |
| Altfest L J & Co Inc | 9,668 | $332.0K | 0.06% | +99+1.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,883 | $340.0K | 0.01% | 00.0% | Unchanged |
| MQS Management LLC | 9,951 | $342.0K | 0.22% | +9,951 | New |
| Transcend Wealth Collective, LLC | 9,997 | $343.0K | 0.04% | +9,997 | New |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $344.0K | 0.15% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 10,000 | $344.0K | 0.29% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 9,998 | $344.0K | 0.16% | +9,998 | New |
| Intrua Financial, LLC | 10,107 | $347.0K | 0.09% | −8,081−44.4% | Reduced |
| Fort Washington Investment Advisors Inc | 10,090 | $347.0K | 0.00% | −501−4.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 10,319 | $355.0K | 0.16% | −737−6.7% | Reduced |
| Jefferies Group LLC | 10,341 | $355.3K | 0.01% | +10,341 | New |
| CPWM, LLC | 10,411 | $358.0K | 0.03% | −1,027−9.0% | Reduced |
| Advisors Capital Management, LLC | 8,942 | $360.0K | 0.01% | −1,545−14.7% | Reduced |
| Oppenheimer & Co Inc | 10,460 | $360.0K | 0.01% | +1,476+16.4% | Added |
| Independent Advisor Alliance | 10,470 | $360.0K | 0.02% | +2,175+26.2% | Added |
| Pinnacle Holdings, LLC | 10,515 | $361.3K | 0.17% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 10,571 | $363.0K | 0.32% | +35+0.3% | Added |
| Texas Yale Capital Corp. | 10,692 | $367.0K | 0.02% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 10,684 | $367.0K | 0.02% | +741+7.5% | Added |
| Transamerica Financial Advisors, Inc. | 10,661 | $367.0K | 0.05% | +10,661 | New |
| Ridgewood Investments LLC | 10,721 | $368.0K | 0.31% | +10,721 | New |
| Gamco Investors, Inc. Et Al | 10,737 | $369.0K | 0.00% | −3,451−24.3% | Reduced |
| Harbor Investment Advisory, LLC | 10,751 | $369.0K | 0.06% | +2,759+34.5% | Added |
| Everence Capital Management Inc | 10,900 | $375.0K | 0.03% | 00.0% | Unchanged |
| Empirical Finance, LLC | 10,903 | $375.0K | 0.04% | +1,969+22.0% | Added |
| Wolverine Trading, LLC | 11,120 | $376.0K | 0.01% | −511−4.4% | Reduced |
| Lincoln Capital Corp | 10,998 | $378.0K | 0.25% | −709−6.1% | Reduced |
| Pathstone Family Office, LLC | 10,800 | $378.7K | 0.01% | +947+9.6% | Added |
| Caas Capital Management LP | 11,150 | $383.0K | 0.05% | −100−0.9% | Reduced |
| Continuum Advisory, LLC | 11,527 | $396.0K | 0.07% | −1,052−8.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 11,556 | $397.0K | 0.00% | +229+2.0% | Added |
| Signaturefd, LLC | 11,576 | $398.0K | 0.01% | +1,948+20.2% | Added |
| Beacon Pointe Advisors, LLC | 11,743 | $402.0K | 0.01% | −1,721−12.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 11,759 | $404.0K | 0.15% | +1,241+11.8% | Added |
| StoneX Group Inc. | 11,889 | $408.5K | 0.06% | −1,540−11.5% | Reduced |
| Salzhauer Michael | 12,201 | $419.0K | 0.27% | 00.0% | Unchanged |
| Commerce Bank | 12,244 | $420.0K | 0.00% | −687−5.3% | Reduced |
| Court Place Advisors, LLC | 12,250 | $421.0K | 0.17% | −225−1.8% | Reduced |
| Argus Investors' Counsel, Inc. | 12,311 | $423.0K | 0.38% | +1,478+13.6% | Added |
| CAPROCK Group, Inc. | 12,311 | $423.0K | 0.04% | +1,700+16.0% | Added |
| Lansing Street Advisors | 12,336 | $424.0K | 0.33% | +6,687+118.4% | Added |
| CFO4Life Group, LLC | 12,390 | $426.0K | 0.11% | +12,390 | New |
| Lincoln National Corp | 12,508 | $429.0K | 0.01% | +2,524+25.3% | Added |
| Legacy Wealth Asset Management, LLC | 12,520 | $430.0K | 0.19% | −1,403−10.1% | Reduced |
| Ieq Capital, LLC | 12,632 | $434.0K | 0.01% | −261−2.0% | Reduced |
| Fox Run Management, L.L.C. | 12,736 | $438.0K | 0.17% | +12,736 | New |
| Fisher Asset Management, LLC | 12,898 | $443.0K | 0.00% | −260−2.0% | Reduced |
| Legacy Financial Advisors, Inc. | 12,988 | $446.0K | 0.11% | +3,602+38.4% | Added |
| Summit X, LLC | 13,109 | $452.0K | 0.13% | +464+3.7% | Added |
| Great Valley Advisor Group, Inc. | 13,194 | $454.0K | 0.03% | +1,011+8.3% | Added |
| Regentatlantic Capital LLC | 13,248 | $455.0K | 0.01% | +954+7.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,550 | $466.0K | 0.03% | −10,189−42.9% | Reduced |
| Gotham Asset Management, LLC | 13,565 | $466.0K | 0.01% | +13,565 | New |
| Kinneret Advisory, LLC | 13,583 | $467.0K | 0.06% | −3,713−21.5% | Reduced |
| Groesbeck Investment Management Corp | 13,235 | $472.0K | 0.78% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 13,854 | $476.0K | 0.06% | +13,854 | New |
| Arkadios Wealth Advisors | 14,159 | $486.0K | 0.07% | −390−2.7% | Reduced |
| Duality Advisers, LP | 14,243 | $489.0K | 0.05% | +14,243 | New |
| Washington Capital Management Inc | 14,475 | $497.4K | 0.50% | 00.0% | Unchanged |
| Greenleaf Trust | 14,802 | $509.0K | 0.01% | +2,005+15.7% | Added |
| Cary Street Partner Investment Advisory LLC | 14,830 | $510.0K | 0.04% | +4,786+47.7% | Added |
| Stephens Inc | 15,115 | $519.0K | 0.01% | +656+4.5% | Added |
| Fourthstone LLC | 15,100 | $519.0K | 0.17% | +15,100 | New |
| Jacobs Levy Equity Management, Inc | 15,152 | $521.0K | 0.00% | +15,152 | New |
| Csenge Advisory Group | 15,253 | $524.0K | 0.04% | −1,003−6.2% | Reduced |