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 |
|---|---|---|---|---|---|
| NCM Capital Management, LLC | 6,207 | $244.0K | 0.16% | 00.0% | Unchanged |
| McRae Capital Management Inc | 6,236 | $245.5K | 0.07% | −59−0.9% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 6,247 | $245.9K | 0.18% | +6,247 | New |
| Zuckerman Investment Group, LLC | 6,252 | $246.1K | 0.04% | +6,252 | New |
| Klingenstein Fields & Co LP | 6,334 | $249.4K | 0.01% | −440−6.5% | Reduced |
| Washington Trust Co | 6,350 | $250.0K | 0.01% | −2,500−28.2% | Reduced |
| Horan Securities, Inc. | 6,358 | $250.3K | 0.14% | −134−2.1% | Reduced |
| Umb Bank N A | 6,357 | $251.0K | 0.00% | −1,813−22.2% | Reduced |
| Fulton Bank, N.A. | 6,364 | $251.0K | 0.01% | −1,045−14.1% | Reduced |
| Banque Cantonale Vaudoise | 6,392 | $252.0K | 0.01% | −18,400−74.2% | Reduced |
| Cresset Asset Management, LLC | 14,635 | $254.5K | 0.00% | −1,215−7.7% | Reduced |
| Harbor Investment Advisory, LLC | 6,468 | $254.6K | 0.04% | −4,283−39.8% | Reduced |
| Liberty One Investment Management, LLC | 6,603 | $260.0K | 0.04% | +98+1.5% | Added |
| Raymond James Trust N.A. | 6,600 | $260.0K | 0.01% | +6,600 | New |
| Avantax Advisory Services, Inc. | 6,624 | $260.8K | 0.00% | +440+7.1% | Added |
| Watershed Asset Management, L.L.C. | 6,672 | $262.7K | 0.33% | +6,672 | New |
| HFG Advisors, Inc. | 6,680 | $263.0K | 0.31% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6,687 | $263.3K | 0.01% | +44+0.7% | Added |
| GWM Advisors LLC | 9,509 | $264.0K | 0.01% | +9,509 | New |
| Peoples Bank | 6,721 | $264.6K | 0.17% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 6,796 | $267.6K | 0.12% | +6,796 | New |
| IFG Advisory, LLC | 6,831 | $268.0K | 0.03% | +6,831 | New |
| Ameritas Investment Partners, Inc. | 6,337 | $268.8K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,849 | $269.6K | 0.02% | +6,849 | New |
| Perigon Wealth Management, LLC | 6,860 | $270.1K | 0.02% | +6,860 | New |
| First County Bank | 6,902 | $271.7K | 0.13% | +6,902 | New |
| Montchanin Asset Management, LLC | 6,900 | $272.0K | 0.37% | +50+0.7% | Added |
| Sterling Investment Counsel, LLC | 6,923 | $272.6K | 0.17% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 6,940 | $273.2K | 0.09% | −50−0.7% | Reduced |
| DoubleLine ETF Adviser LP | 6,951 | $273.7K | 0.14% | +6,951 | New |
| AIA Group Ltd | 7,032 | $276.9K | 0.02% | +2,695+62.1% | Added |
| Wetherby Asset Management Inc | 7,033 | $276.9K | 0.02% | −413−5.5% | Reduced |
| Infrastructure Capital Advisors, LLC | 7,056 | $277.8K | 0.06% | +7,056 | New |
| Pinnacle Associates Ltd | 7,124 | $280.5K | 0.01% | −25−0.3% | Reduced |
| Nations Financial Group Inc, | 7,125 | $280.5K | 0.03% | +40+0.6% | Added |
| Connable Office Inc | 7,174 | $282.0K | 0.04% | +237+3.4% | Added |
| Clear Harbor Asset Management, LLC | 7,200 | $283.5K | 0.04% | +7,200 | New |
| Apollon Wealth Management, LLC | 7,269 | $286.2K | 0.02% | +7,269 | New |
| Machina Capital S.A.S. | 7,311 | $287.8K | 0.53% | +7,311 | New |
| Dorsey & Whitney Trust CO LLC | 7,345 | $291.8K | 0.03% | −1,423−16.2% | Reduced |
| Seven Eight Capital, LP | 7,515 | $295.9K | 0.08% | −136,721−94.8% | Reduced |
| KC Investment Advisors, LLC | 7,521 | $296.0K | 0.28% | −3,050−28.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,597 | $299.0K | 0.03% | −357−4.5% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,635 | $301.0K | 0.02% | +665+9.5% | Added |
| AM Squared Ltd | 7,800 | $307.1K | 0.20% | +7,800 | New |
| Penserra Capital Management LLC | 7,842 | $308.0K | 0.01% | −1,004−11.3% | Reduced |
| Centennial Wealth Advisory LLC | 7,920 | $311.8K | 0.17% | +748+10.4% | Added |
| Gladstone Institutional Advisory LLC | 7,947 | $312.9K | 0.02% | −1,407−15.0% | Reduced |
| Forum Financial Management, LP | 8,094 | $318.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 8,092 | $319.0K | 0.00% | −929−10.3% | Reduced |
| Mirova | 8,120 | $319.7K | 0.05% | +3,052+60.2% | Added |
| Parsons Capital Management Inc | 8,137 | $320.3K | 0.03% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 8,486 | $334.0K | 0.01% | −143,278−94.4% | Reduced |
| Symmetry Partners, LLC | 8,536 | $336.0K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 8,688 | $338.6K | 0.00% | +1,160+15.4% | Added |
| Horizon Investments, LLC | 8,805 | $343.0K | 0.01% | +8,805 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,727 | $343.6K | 0.02% | +265+3.1% | Added |
| Alpha Paradigm Partners, LLC | 8,828 | $348.0K | 0.14% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,845 | $348.0K | 0.02% | +90+1.0% | Added |
| Lansing Street Advisors | 8,890 | $350.0K | 0.24% | −3,446−27.9% | Reduced |
| Marietta Investment Partners LLC | 9,020 | $355.1K | 0.10% | +9,020 | New |
| Chesley Taft & Associates LLC | 9,100 | $358.3K | 0.02% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 9,120 | $359.0K | 0.05% | +136+1.5% | Added |
| Cedrus LLC | 9,184 | $361.6K | 0.29% | +2,034+28.4% | Added |
| Koshinski Asset Management, Inc. | 9,229 | $363.3K | 0.04% | +57+0.6% | Added |
| Fort Washington Investment Advisors Inc | 9,298 | $366.0K | 0.00% | −792−7.8% | Reduced |
| Waldron Private Wealth LLC | 10,684 | $367.0K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,319 | $367.0K | 0.01% | +377+4.2% | Added |
| Steward Partners Investment Advisory, LLC | 9,339 | $367.7K | 0.01% | +556+6.3% | Added |
| TD Private Client Wealth LLC | 9,381 | $369.3K | 0.02% | +7,105+312.2% | Added |
| Profund Advisors LLC | 9,411 | $370.5K | 0.02% | +537+6.1% | Added |
| Veritable, L.P. | 9,575 | $377.0K | 0.01% | +2,281+31.3% | Added |
| Altfest L J & Co Inc | 9,707 | $382.0K | 0.06% | +39+0.4% | Added |
| Engineers Gate Manager LP | 9,739 | $383.4K | 0.02% | −65,814−87.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,844 | $387.6K | 0.03% | +1,105+12.6% | Added |
| CBOE Vest Financial, LLC | 9,898 | $389.7K | 0.06% | +9,898 | New |
| Meeder Advisory Services, Inc. | 9,963 | $392.2K | 0.05% | +9,963 | New |
| Virtus Investment Advisers, Inc. | 9,998 | $393.6K | 0.26% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $393.7K | 0.16% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 10,000 | $393.7K | 0.29% | 00.0% | Unchanged |
| PGGM Investments | 10,010 | $394.0K | 0.01% | +10,010 | New |
| Brown, Lisle/Cummings, Inc. | 10,028 | $394.8K | 0.21% | +1,001+11.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 10,133 | $398.9K | 0.02% | +250+2.5% | Added |
| Pinnacle Holdings, LLC | 10,160 | $400.0K | 0.18% | −355−3.4% | Reduced |
| Dakota Wealth Management | 10,218 | $402.3K | 0.03% | −8,077−44.1% | Reduced |
| Wealthspire Advisors, LLC | 10,224 | $402.5K | 0.01% | +1,651+19.3% | Added |
| Orion Portfolio Solutions, LLC | 10,302 | $405.6K | 0.01% | +1,077+11.7% | Added |
| Measured Wealth Private Client Group, LLC | 10,319 | $406.3K | 0.17% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 10,438 | $410.9K | 0.01% | −5,341−33.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,452 | $412.0K | 0.06% | −209−2.0% | Reduced |
| CIBC Private Wealth Group, LLC | 10,521 | $414.2K | 0.00% | +10,521 | New |
| Parallel Advisors, LLC | 10,527 | $414.5K | 0.02% | +1,190+12.7% | Added |
| Texas Yale Capital Corp. | 10,692 | $420.9K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10,720 | $422.0K | 0.30% | −10.0% | Reduced |
| Lido Advisors, LLC | 10,787 | $424.7K | 0.01% | +2,784+34.8% | Added |
| Lincoln Capital Corp | 10,796 | $425.0K | 0.26% | −202−1.8% | Reduced |
| Cetera Advisors LLC | 10,872 | $428.0K | 0.01% | +10,872 | New |
| Signaturefd, LLC | 10,877 | $428.2K | 0.01% | −699−6.0% | Reduced |
| Everence Capital Management Inc | 10,900 | $429.0K | 0.04% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 10,956 | $431.3K | 0.07% | +10,956 | New |