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 |
|---|---|---|---|---|---|
| Arlington Partners LLC | 433 | $17.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 449 | $17.7K | 0.02% | +449 | New |
| Cullen/Frost Bankers, Inc. | 484 | $19.1K | 0.00% | +80+19.8% | Added |
| Elequin Capital LP | 500 | $19.7K | 0.01% | +500 | New |
| Clearview Wealth Advisors LLC | 502 | $19.8K | 0.02% | +502 | New |
| Concord Wealth Partners | 506 | $19.9K | 0.01% | +506 | New |
| Clear Street Markets LLC | 498 | $20.0K | 0.00% | +497+49,700.0% | Added |
| Park Place Capital Corp | 509 | $20.0K | 0.01% | +509 | New |
| Farther Finance Advisors, LLC | 520 | $20.5K | 0.01% | +520 | New |
| Global Retirement Partners, LLC | 528 | $20.8K | 0.00% | −1−0.2% | Reduced |
| McIlrath & Eck, LLC | 542 | $21.3K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 545 | $21.5K | 0.01% | +10+1.9% | Added |
| Bank of New Hampshire | 550 | $22.0K | 0.01% | −155−22.0% | Reduced |
| Red Tortoise LLC | 583 | $23.0K | 0.02% | +583 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $23.6K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 610 | $24.0K | 0.01% | +610 | New |
| Heritage Wealth Management, LLC | 646 | $25.4K | 0.00% | +323+100.0% | Added |
| NVWM, LLC | 685 | $27.0K | 0.01% | −65−8.7% | Reduced |
| Central Trust Co | 700 | $27.6K | 0.00% | −41−5.5% | Reduced |
| Resurgent Financial Advisors LLC | 709 | $27.9K | 0.01% | +709 | New |
| Canton Hathaway, LLC | 790 | $31.0K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 813 | $32.0K | 0.03% | +813 | New |
| Salem Investment Counselors Inc | 828 | $32.6K | 0.00% | −50−5.7% | Reduced |
| Carolinas Wealth Consulting LLC | 831 | $32.7K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 837 | $33.0K | 0.01% | −13−1.5% | Reduced |
| Geneos Wealth Management Inc. | 875 | $34.4K | 0.00% | +725+483.3% | Added |
| Grey Fox Wealth Advisors, LLC | 875 | $34.4K | 0.02% | +875 | New |
| Jones Financial Companies LLLP | 878 | $35.0K | 0.00% | +522+146.6% | Added |
| Sageworth Trust Co | 902 | $36.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 988 | $38.9K | 0.00% | +382+63.0% | Added |
| Zions Bancorporation, N.A. | 1,006 | $39.6K | 0.00% | −36−3.5% | Reduced |
| Spire Wealth Management | 1,004 | $40.0K | 0.00% | +149+17.4% | Added |
| Riverview Trust Co | 1,048 | $41.0K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,050 | $41.3K | 0.00% | −39−3.6% | Reduced |
| ICA Group Wealth Management, LLC | 1,064 | $41.9K | 0.01% | +1,064 | New |
| Benjamin F. Edwards & Company, Inc. | 1,068 | $42.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,065 | $42.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 1,070 | $42.1K | 0.01% | −130−10.8% | Reduced |
| DuPont Capital Management Corp | 1,169 | $46.0K | 0.00% | −844−41.9% | Reduced |
| Glassman Wealth Services | 1,204 | $47.4K | 0.01% | +49+4.2% | Added |
| TCI Wealth Advisors, Inc. | 1,213 | $47.7K | 0.01% | −36−2.9% | Reduced |
| Baker Avenue Asset Management, LP | 1,263 | $49.7K | 0.00% | +1,263 | New |
| Ci Investments Inc. | 1,387 | $55.0K | 0.00% | +726+109.8% | Added |
| Delta Asset Management LLC | 1,398 | $55.0K | 0.01% | +1,398 | New |
| Coastal Investment Advisors, Inc. | 1,452 | $57.2K | 0.01% | +252+21.0% | Added |
| Union Investments & Development Ltd. | 1,350 | $58.5K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,552 | $61.1K | 0.03% | −1,263−44.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,621 | $63.8K | 0.03% | −130−7.4% | Reduced |
| Montag A & Associates Inc | 1,648 | $64.9K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,683 | $66.3K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $75.0K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 1,914 | $75.0K | 0.01% | +193+11.2% | Added |
| Accurate Wealth Management, LLC | 2,016 | $83.2K | 0.03% | +2,016 | New |
| Parkside Financial Bank & Trust | 2,163 | $85.2K | 0.02% | +300+16.1% | Added |
| Whittier Trust Co | 2,291 | $90.2K | 0.00% | −69−2.9% | Reduced |
| West Paces Advisors Inc. | 2,314 | $91.1K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,378 | $93.6K | 0.03% | +374+18.7% | Added |
| Loomis Sayles & Co L P | 2,386 | $94.0K | 0.00% | +656+37.9% | Added |
| Quent Capital, LLC | 2,647 | $104.2K | 0.02% | +478+22.0% | Added |
| Seaport Global Advisors, LLC | 2,666 | $105.0K | 0.36% | −3,246−54.9% | Reduced |
| Ellevest, Inc. | 2,771 | $109.1K | 0.01% | −39−1.4% | Reduced |
| Covestor Ltd | 3,048 | $120.0K | 0.10% | −27−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,521 | $121.0K | 0.00% | +2,105+148.7% | Added |
| Harvest Fund Management Co., Ltd | 3,098 | $122.0K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,105 | $122.3K | 0.01% | +3,105 | New |
| Clearstead Advisors, LLC | 3,182 | $125.3K | 0.01% | +167+5.5% | Added |
| EMC Capital Management | 3,591 | $141.0K | 0.13% | +3,591 | New |
| EverSource Wealth Advisors, LLC | 3,699 | $145.6K | 0.02% | +1,151+45.2% | Added |
| Grove Bank & Trust | 3,890 | $153.0K | 0.03% | +3,890 | New |
| Harbour Investments, Inc. | 4,171 | $164.2K | 0.01% | −1,296−23.7% | Reduced |
| Armstrong Advisory Group, Inc | 4,205 | $165.6K | 0.02% | +4,205 | New |
| Allworth Financial LP | 4,788 | $188.5K | 0.00% | +385+8.7% | Added |
| Glen Eagle Advisors, LLC | 4,886 | $192.4K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 4,904 | $193.1K | 0.02% | +337+7.4% | Added |
| Paragon Capital Management Ltd | 5,184 | $204.1K | 0.05% | +5,184 | New |
| Atria Wealth Solutions, Inc. | 5,237 | $206.2K | 0.00% | +5,237 | New |
| Norris Perne & French LLP | 5,253 | $206.8K | 0.02% | +5,253 | New |
| Wedmont Private Capital | 4,976 | $207.2K | 0.03% | +4,976 | New |
| First Horizon Advisors, Inc. | 5,283 | $208.0K | 0.01% | +685+14.9% | Added |
| Ipswich Investment Management Co., Inc. | 5,285 | $208.1K | 0.06% | +5,285 | New |
| Longfellow Investment Management Co LLC | 5,290 | $208.3K | 0.05% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,339 | $210.0K | 0.02% | +5,339 | New |
| Huntington National Bank | 5,345 | $210.4K | 0.00% | −377−6.6% | Reduced |
| Belpointe Asset Management LLC | 5,369 | $211.4K | 0.01% | +973+22.1% | Added |
| Fund Management at Engine No. 1 LLC | 5,420 | $213.4K | 0.05% | +5,420 | New |
| Essex Financial Services, Inc. | 5,438 | $214.0K | 0.02% | +5,438 | New |
| Winton Group Ltd | 5,470 | $215.4K | 0.01% | −15,060−73.4% | Reduced |
| Trust Asset Management LLC | 5,561 | $218.9K | 0.03% | +5,561 | New |
| Essex Savings Bank | 5,580 | $219.6K | 0.08% | +5,580 | New |
| Cedar Brook Financial Partners, LLC | 5,620 | $221.3K | 0.06% | −248−4.2% | Reduced |
| Momentum Advisors, LLC | 5,783 | $227.7K | 0.23% | −378−6.1% | Reduced |
| Meeder Asset Management Inc | 5,876 | $231.3K | 0.02% | −10,813−64.8% | Reduced |
| Savant Capital, LLC | 5,927 | $233.3K | 0.01% | +5,927 | New |
| Federation des caisses Desjardins du Quebec | 5,965 | $234.8K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,005 | $236.4K | 0.01% | +6,005 | New |
| Crumly & Associates Inc. | 6,029 | $237.4K | 0.09% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,065 | $238.0K | 0.05% | 00.0% | Unchanged |
| Bard Financial Services, Inc. | 6,120 | $241.0K | 0.02% | +6,120 | New |
| Groesbeck Investment Management Corp | 6,150 | $242.0K | 0.41% | −7,085−53.5% | Reduced |
| Qtron Investments LLC | 6,166 | $242.8K | 0.05% | 00.0% | Unchanged |