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 |
|---|---|---|---|---|---|
| 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 |
| Redpoint Investment Management Pty Ltd | 9,386 | $323.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Healthcare of Ontario Pension Plan Trust Fund | 9,265 | $318.0K | 0.00% | +5,816+168.6% | Added |
| Orion Portfolio Solutions, LLC | 9,225 | $317.0K | 0.01% | +917+11.0% | Added |
| Koshinski Asset Management, Inc. | 9,172 | $315.0K | 0.04% | +9,172 | New |
| Chesley Taft & Associates LLC | 9,100 | $313.0K | 0.02% | +120+1.3% | Added |
| Brown, Lisle/Cummings, Inc. | 9,027 | $310.2K | 0.18% | +326+3.7% | Added |
| CWM, LLC | 9,021 | $310.0K | 0.00% | +2,562+39.7% | Added |
| 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 |
| 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 |
| Washington Trust Co | 8,850 | $304.0K | 0.02% | −328−3.6% | 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 |
| Steward Partners Investment Advisory, LLC | 8,783 | $302.0K | 0.01% | −11,851−57.4% | Reduced |
| Wedbush Securities Inc | 8,755 | $301.0K | 0.02% | +940+12.0% | 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 |
| Wealthspire Advisors, LLC | 8,573 | $295.0K | 0.01% | +86+1.0% | Added |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,462 | $291.0K | 0.02% | −1,396−14.2% | 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 |
| Forum Financial Management, LP | 8,094 | $278.0K | 0.01% | −3,825−32.1% | Reduced |
| Lido Advisors, LLC | 8,003 | $275.0K | 0.01% | +369+4.8% | Added |
| Platform Technology Partners | 7,966 | $274.0K | 0.16% | −2,994−27.3% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,954 | $273.0K | 0.03% | +142+1.8% | Added |
| Amplius Wealth Advisors, LLC | 7,842 | $269.0K | 0.05% | −3,890−33.2% | Reduced |
| Vontobel Holding Ltd. | 7,528 | $259.0K | 0.00% | −22−0.3% | Reduced |
| Wetherby Asset Management Inc | 7,446 | $256.0K | 0.02% | −196−2.6% | Reduced |
| Fulton Bank, N.A. | 7,409 | $255.0K | 0.02% | −57−0.8% | Reduced |
| 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 |
| 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 |
| Cedrus LLC | 7,150 | $245.7K | 0.23% | +638+9.8% | Added |
| Nations Financial Group Inc, | 7,085 | $243.0K | 0.04% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 6,990 | $240.0K | 0.09% | +650+10.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,970 | $239.0K | 0.02% | −14,711−67.9% | Reduced |
| Connable Office Inc | 6,937 | $238.0K | 0.04% | +451+7.0% | Added |
| 55I, LLC | 6,893 | $237.0K | 0.01% | +6,893 | New |
| Sterling Investment Counsel, LLC | 6,923 | $237.0K | 0.17% | +6,923 | New |
| Cetera Investment Advisers | 6,863 | $236.0K | 0.00% | −2,436−26.2% | Reduced |
| Montchanin Asset Management, LLC | 6,850 | $235.0K | 0.33% | +6,850 | New |
| Klingenstein Fields & Co LP | 6,774 | $233.0K | 0.01% | +4+0.1% | Added |
| Peoples Bank | 6,721 | $231.0K | 0.15% | +241+3.7% | Added |
| HFG Advisors, Inc. | 6,680 | $230.0K | 0.32% | 00.0% | Unchanged |
| New Century Advisors, LLC | 6,670 | $229.0K | 0.28% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6,643 | $228.0K | 0.01% | +6,643 | New |
| 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 |
| Ameritas Investment Partners, Inc. | 6,337 | $217.0K | 0.01% | −2,277−26.4% | Reduced |
| McRae Capital Management Inc | 6,295 | $216.0K | 0.07% | 00.0% | Unchanged |
| NCM Capital Management, LLC | 6,207 | $213.0K | 0.16% | 00.0% | Unchanged |
| 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 |
| Cigna Investments Inc | 6,065 | $209.0K | 0.05% | −274−4.3% | Reduced |
| Bayesian Capital Management, LP | 6,058 | $208.0K | 0.04% | +6,058 | New |
| Crumly & Associates Inc. | 6,029 | $207.0K | 0.09% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 6,000 | $206.0K | 0.09% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,965 | $205.0K | 0.00% | +942+18.8% | Added |
| 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 |
| Cedar Brook Financial Partners, LLC | 5,868 | $201.6K | 0.06% | −118−2.0% | Reduced |
| American Portfolios Advisors | 5,815 | $199.8K | 0.01% | −138−2.3% | Reduced |
| Huntington National Bank | 5,722 | $197.0K | 0.00% | −281−4.7% | Reduced |
| Harbour Investments, Inc. | 5,467 | $195.0K | 0.01% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5,290 | $182.0K | 0.04% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 5,247 | $180.0K | 0.01% | +5,247 | New |
| Mirova | 5,068 | $174.0K | 0.03% | −1,583−23.8% | Reduced |
| Glen Eagle Advisors, LLC | 4,886 | $167.9K | 0.05% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 4,740 | $163.0K | 0.05% | +1,040+28.1% | Added |
| 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 |
| 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 |
| AIA Group Ltd | 4,337 | $149.0K | 0.01% | −2,761−38.9% | Reduced |
| Ossiam | 3,942 | $135.0K | 0.00% | +3,942 | New |
| Whittier Trust Co of Nevada Inc | 3,607 | $124.0K | 0.01% | +3,587+17,935.0% | Added |
| Sentry Investment Management LLC | 3,341 | $115.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| Clearstead Advisors, LLC | 3,015 | $104.0K | 0.01% | +8+0.3% | 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 |
| EverSource Wealth Advisors, LLC | 2,548 | $88.0K | 0.02% | +338+15.3% | Added |
| Whittier Trust Co | 2,360 | $81.0K | 0.00% | −74−3.0% | Reduced |
| West Paces Advisors Inc. | 2,314 | $79.5K | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,306 | $79.0K | 0.00% | +384+20.0% | Added |
| TD Private Client Wealth LLC | 2,276 | $78.2K | 0.00% | −116−4.8% | Reduced |