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, Q4 2022
Institutional positions in Citizens Financial Group Inc as of Dec 31, 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
- 775
- +57 vs. Q3 2022
- Shares held
- 439.8M
- +3.10M (+0.7%) vs. Q3 2022
- Total value
- $17.3B
- +$2.28B (+15.2%) vs. Q3 2022
- New holders
- 116
- 283 more added
- Sold out
- 59
- 269 more reduced
17 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 39 | $13 | 0.00% | +39 | New |
| SOA Wealth Advisors, LLC. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 7 | $276 | 0.00% | +7 | New |
| Glass Jacobson Investment Advisors llc | 8 | $315 | 0.00% | +8 | New |
| JJJ Advisors Inc. | 8 | $335 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10 | $394 | 0.00% | +10 | New |
| Coppell Advisory Solutions Corp. | 10 | $394 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 1 | $452 | 0.00% | +1 | New |
| Addison Advisors LLC | 16 | $630 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $669 | 0.00% | −25−59.5% | Reduced |
| New Millennium Group LLC | 21 | $827 | 0.00% | +21 | New |
| My Personal CFO, LLC | 27 | $1.06K | 0.00% | +27 | New |
| Disciplined Investments, LLC | 30 | $1.18K | 0.00% | +7+30.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.22K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 38 | $1.50K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 39,831 | $1.57K | 0.00% | −10,057−20.2% | Reduced |
| HM Payson & Co | 40 | $1.57K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $1.57K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 48 | $1.89K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $1.97K | 0.00% | −654−92.9% | Reduced |
| SJS Investment Consulting Inc. | 50 | $1.97K | 0.00% | +28+127.3% | Added |
| Centerpoint Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 209 | $2.00K | 0.00% | +187+850.0% | Added |
| Trifecta Capital Advisors, LLC | 51 | $2.01K | 0.00% | +51 | New |
| MCF Advisors LLC | 54 | $2.13K | 0.00% | −52−49.1% | Reduced |
| Global Financial Private Client, LLC | 56 | $2.21K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 57 | $2.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $2.28K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $2.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 60 | $2.36K | 0.00% | −55−47.8% | Reduced |
| Hollencrest Capital Management | 60 | $2.36K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 62 | $2.44K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 62 | $2.44K | 0.00% | +3+5.1% | Added |
| Whittier Trust Co of Nevada Inc | 69 | $2.71K | 0.00% | −3,538−98.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 73 | $2.87K | 0.00% | +73 | New |
| Truvestments Capital LLC | 75 | $2.95K | 0.00% | +75 | New |
| Hantz Financial Services, Inc. | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 71 | $3.00K | 0.00% | +7+10.9% | Added |
| Baystate Wealth Management LLC | 72 | $3.00K | 0.00% | +1+1.4% | Added |
| Leonteq Securities AG | 95 | $3.74K | 0.00% | −86−47.5% | Reduced |
| Kenfarb & Co. | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 101 | $3.98K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 93 | $4.00K | 0.00% | +93 | New |
| Caldwell Trust Co | 110 | $4.33K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 111 | $4.37K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 113 | $4.45K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $4.92K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $4.92K | 0.00% | +125 | New |
| Tyler-Stone Wealth Management | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 130 | $5.12K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 134 | $5.28K | 0.00% | −129−49.0% | Reduced |
| Beacon Capital Management, LLC | 135 | $5.32K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 137 | $5.39K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $5.71K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $5.75K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 148 | $5.83K | 0.00% | +148 | New |
| Eukles Asset Management | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 148 | $6.00K | 0.00% | +148 | New |
| Bogart Wealth, LLC | 153 | $6.02K | 0.00% | +119+350.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 166 | $6.54K | 0.00% | +77+86.5% | Added |
| Colonial Trust Co | 168 | $6.63K | 0.00% | +168 | New |
| Fortis Capital Advisors, LLC | 170 | $6.69K | 0.00% | +170 | New |
| Colonial Trust Advisors | 172 | $6.77K | 0.00% | +172 | New |
| Raleigh Capital Management Inc. | 177 | $6.96K | 0.00% | −606−77.4% | Reduced |
| Smithfield Trust Co | 190 | $7.00K | 0.00% | −55−22.4% | Reduced |
| Pin Oak Investment Advisors Inc | 175 | $7.00K | 0.01% | +175 | New |
| Bell Investment Advisors, Inc | 189 | $7.44K | 0.00% | +13+7.4% | Added |
| RFP Financial Group LLC | 195 | $7.68K | 0.00% | +195 | New |
| Crewe Advisors LLC | 200 | $7.87K | 0.00% | −5−2.4% | Reduced |
| Atlas Capital Advisors LLC | 200 | $7.87K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 210 | $8.27K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 217 | $8.54K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 218 | $8.58K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 222 | $8.74K | 0.00% | +22+11.0% | Added |
| Semmax Financial Advisors Inc. | 232 | $9.00K | 0.00% | +3+1.3% | Added |
| Earnest Partners LLC | 244 | $9.61K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 257 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 253 | $10.0K | 0.00% | +253 | New |
| HighMark Wealth Management LLC | 255 | $10.0K | 0.01% | +139+119.8% | Added |
| Versant Capital Management, Inc | 260 | $10.2K | 0.00% | +9+3.6% | Added |
| TD Waterhouse Canada Inc. | 260 | $10.3K | 0.00% | −81−23.8% | Reduced |
| FinTrust Capital Advisors, LLC | 263 | $10.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 287 | $11.3K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $11.8K | 0.00% | +300 | New |
| Sageworth Trust Co of South Dakota | 303 | $12.0K | 0.03% | 00.0% | Unchanged |
| Schubert & Co | 306 | $12.0K | 0.01% | −25−7.6% | Reduced |
| Asset Dedication, LLC | 317 | $13.0K | 0.00% | −5−1.6% | Reduced |
| Exchange Traded Concepts, LLC | 336 | $13.2K | 0.00% | −1,970−85.4% | Reduced |
| Farmers & Merchants Investments Inc | 357 | $14.1K | 0.00% | +62+21.0% | Added |
| Pathway Financial Advisers, LLC | 361 | $14.2K | 0.01% | +361 | New |
| Cutler Group LP | 387 | $15.0K | 0.00% | −1,667−81.2% | Reduced |
| JFS Wealth Advisors, LLC | 382 | $15.0K | 0.00% | +140+57.9% | Added |
| NewSquare Capital LLC | 384 | $15.1K | 0.00% | +384 | New |
| Comerica Securities,inc. | 398 | $15.7K | 0.00% | +398 | New |
| Johnson Financial Group, Inc. | 421 | $16.6K | 0.00% | −301−41.7% | Reduced |
| Massmutual Trust Co FSB | 425 | $17.0K | 0.00% | +123+40.7% | Added |