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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 2,169 | $75.0K | 0.02% | +46+2.2% | Added |
| Cutler Group LP | 2,054 | $70.0K | 0.01% | −400−16.3% | Reduced |
| 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 |
| Alta Advisers Ltd | 1,900 | $65.0K | 0.04% | +1,900 | New |
| Parkside Financial Bank & Trust | 1,863 | $64.0K | 0.02% | −279−13.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,751 | $60.0K | 0.03% | +130+8.0% | Added |
| 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 |
| Kistler-Tiffany Companies, LLC | 1,683 | $58.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,648 | $57.0K | 0.00% | +1,350+453.0% | Added |
| Ronald Blue Trust, Inc. | 1,416 | $51.0K | 0.00% | +1,037+273.6% | Added |
| Union Investments & Development Ltd. | 1,350 | $46.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,249 | $43.0K | 0.01% | +112+9.9% | Added |
| 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 |
| Glassman Wealth Services | 1,155 | $40.0K | 0.01% | −95−7.6% | Reduced |
| 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 |
| 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 |
| Pacer Advisors, Inc. | 1,011 | $35.0K | 0.00% | −11,394−91.9% | Reduced |
| Sageworth Trust Co | 902 | $31.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Canton Hathaway, LLC | 790 | $27.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 783 | $27.0K | 0.02% | +86+12.3% | Added |
| NVWM, LLC | 750 | $26.0K | 0.01% | −438−36.9% | Reduced |
| Johnson Financial Group, Inc. | 722 | $25.0K | 0.00% | −678−48.4% | Reduced |
| Central Trust Co | 741 | $25.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Ci Investments Inc. | 661 | $23.0K | 0.00% | +601+1,001.7% | Added |
| Global Retirement Partners, LLC | 529 | $22.0K | 0.00% | −194−26.8% | Reduced |
| 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 |
| GPS Wealth Strategies Group, LLC | 550 | $19.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 542 | $19.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 535 | $18.0K | 0.00% | −220−29.1% | Reduced |
| Arlington Partners LLC | 433 | $15.0K | 0.01% | 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 |
| TD Waterhouse Canada Inc. | 341 | $12.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 356 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Heritage Wealth Advisors | 287 | $9.86K | 0.00% | 00.0% | Unchanged |
| 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 |
| Barrett & Company, Inc. | 218 | $8.58K | 0.01% | +218 | New |
| 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 |
| 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 |
| Atlas Capital Advisors LLC | 200 | $6.87K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 181 | $6.22K | 0.00% | +132+269.4% | Added |
| 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 |
| 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 |
| 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 |
| Archer Investment Corp | 113 | $3.88K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 110 | $3.78K | 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 |