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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 10,986 | $432.5K | 0.06% | −2,597−19.1% | Reduced |
| Transcend Wealth Collective, LLC | 11,223 | $441.9K | 0.05% | +1,226+12.3% | Added |
| CAPROCK Group, Inc. | 11,335 | $446.3K | 0.04% | −976−7.9% | Reduced |
| Summit X, LLC | 12,645 | $451.3K | 0.13% | −464−3.5% | Reduced |
| Quantitative Investment Management, LLC | 11,614 | $457.0K | 0.09% | +5,681+95.8% | Added |
| Algert Global LLC | 11,676 | $459.7K | 0.03% | +11,676 | New |
| Cary Street Partner Investment Advisory LLC | 11,832 | $465.8K | 0.03% | −2,998−20.2% | Reduced |
| Intrua Financial, LLC | 11,578 | $466.2K | 0.11% | +1,471+14.6% | Added |
| Empirical Finance, LLC | 12,015 | $473.0K | 0.05% | +1,112+10.2% | Added |
| Beacon Pointe Advisors, LLC | 12,063 | $474.9K | 0.01% | +320+2.7% | Added |
| Continuum Advisory, LLC | 12,100 | $476.4K | 0.09% | +573+5.0% | Added |
| Neo Ivy Capital Management | 12,252 | $482.0K | 0.33% | +12,252 | New |
| Legacy Wealth Asset Management, LLC | 12,256 | $482.5K | 0.18% | −264−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 12,343 | $486.0K | 0.02% | −32,023−72.2% | Reduced |
| Gotham Asset Management, LLC | 12,470 | $490.9K | 0.01% | −1,095−8.1% | Reduced |
| Evergreen Capital Management LLC | 12,492 | $491.8K | 0.02% | +3,619+40.8% | Added |
| StoneX Group Inc. | 12,523 | $493.0K | 0.06% | +634+5.3% | Added |
| Great Valley Advisor Group, Inc. | 12,618 | $496.9K | 0.03% | −576−4.4% | Reduced |
| Desjardins Global Asset Management Inc. | 12,919 | $508.0K | 0.08% | +3,430+36.1% | Added |
| TD Ameritrade Investment Management, LLC | 12,918 | $509.0K | 0.01% | −5,043−28.1% | Reduced |
| Arkadios Wealth Advisors | 12,970 | $510.6K | 0.07% | −1,189−8.4% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,072 | $514.9K | 0.01% | −5,014−27.7% | Reduced |
| Advisory Services Network, LLC | 13,167 | $518.4K | 0.02% | −3,426−20.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 13,497 | $531.4K | 0.18% | +1,738+14.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,780 | $543.0K | 0.03% | +230+1.7% | Added |
| Agf Management Ltd | 13,796 | $543.1K | 0.00% | +13,796 | New |
| Northwestern Mutual Wealth Management Co | 13,858 | $545.6K | 0.00% | +2,302+19.9% | Added |
| Coldstream Capital Management Inc | 13,898 | $547.2K | 0.02% | +13,898 | New |
| Legacy Financial Advisors, Inc. | 13,959 | $549.6K | 0.12% | +971+7.5% | Added |
| Pathstone Family Office, LLC | 28,025 | $552.8K | 0.01% | +17,225+159.5% | Added |
| CFO4Life Group, LLC | 14,087 | $554.6K | 0.12% | +1,697+13.7% | Added |
| CFO4Life, L.P. | 14,087 | $554.6K | 0.12% | +14,087 | New |
| Cerity Partners LLC | 14,206 | $559.3K | 0.00% | −9,176−39.2% | Reduced |
| Commerce Bank | 14,236 | $560.5K | 0.00% | +1,992+16.3% | Added |
| Trust Investment Advisors | 24,162 | $567.8K | 0.54% | −293−1.2% | Reduced |
| Washington Capital Management Inc | 14,475 | $569.9K | 0.52% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 14,546 | $572.7K | 0.00% | +14,546 | New |
| National Bank of Canada | 14,607 | $575.1K | 0.00% | +7,431+103.6% | Added |
| Court Place Advisors, LLC | 14,850 | $584.6K | 0.21% | +2,600+21.2% | Added |
| Epoch Investment Partners, Inc. | 15,124 | $595.4K | 0.00% | −1,707−10.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 15,152 | $596.5K | 0.00% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 15,300 | $602.0K | 0.02% | +15,300 | New |
| Independent Advisor Alliance | 15,354 | $604.0K | 0.07% | +4,884+46.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,435 | $607.7K | 0.02% | −2,974−16.2% | Reduced |
| Greenleaf Trust | 15,466 | $609.0K | 0.01% | +664+4.5% | Added |
| Robeco Institutional Asset Management B.V. | 15,511 | $610.7K | 0.00% | −89,533−85.2% | Reduced |
| Segall Bryant & Hamill, LLC | 15,537 | $611.0K | 0.01% | −129−0.8% | Reduced |
| Pacer Advisors, Inc. | 15,709 | $618.5K | 0.00% | +14,698+1,453.8% | Added |
| Metis Global Partners, LLC | 15,746 | $619.9K | 0.06% | +8,436+115.4% | Added |
| Achmea Investment Management B.V. | 17,314 | $639.0K | 0.02% | −21,905−55.9% | Reduced |
| Keybank National Association | 16,496 | $649.4K | 0.00% | +7,057+74.8% | Added |
| Hamilton Capital Partners Inc. | 16,500 | $649.6K | 0.28% | +16,500 | New |
| Thomas White International Ltd | 16,595 | $653.3K | 0.14% | −1,982−10.7% | Reduced |
| Csenge Advisory Group | 17,016 | $669.9K | 0.05% | +1,763+11.6% | Added |
| Salzhauer Michael | 17,201 | $677.2K | 0.41% | +5,000+41.0% | Added |
| Unigestion Holding SA | 17,510 | $691.1K | 0.04% | +17,510 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 17,762 | $699.0K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 17,778 | $699.9K | 0.02% | +5,146+40.7% | Added |
| Zeke Capital Advisors, LLC | 17,845 | $702.6K | 0.05% | −1,442−7.5% | Reduced |
| Pointe Capital Management LLC | 17,984 | $708.0K | 0.55% | −458−2.5% | Reduced |
| Lincoln National Corp | 18,056 | $710.9K | 0.02% | +5,548+44.4% | Added |
| United Services Automobile Association | 18,119 | $713.0K | 0.02% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 18,242 | $718.0K | 0.00% | −145,951−88.9% | Reduced |
| Stephens Inc | 18,252 | $718.6K | 0.01% | +3,137+20.8% | Added |
| Carl P. Sherr & Co., LLC | 18,273 | $719.4K | 0.55% | +2,793+18.0% | Added |
| Oppenheimer & Co Inc | 18,673 | $735.2K | 0.02% | +8,213+78.5% | Added |
| Fort Sheridan Advisors LLC | 19,201 | $755.9K | 0.25% | +1,696+9.7% | Added |
| Cetera Investment Advisers | 19,473 | $766.6K | 0.01% | +12,610+183.7% | Added |
| Vestcor Inc | 19,924 | $784.0K | 0.03% | −13,011−39.5% | Reduced |
| Point72 Middle East FZE | 19,946 | $785.3K | 0.06% | +19,946 | New |
| Sawtooth Solutions, LLC | 20,060 | $789.8K | 0.11% | +669+3.5% | Added |
| Fourthstone LLC | 20,100 | $791.3K | 0.21% | +5,000+33.1% | Added |
| Ethic Inc. | 20,695 | $814.8K | 0.04% | −1,602−7.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 20,705 | $815.2K | 0.23% | +20,705 | New |
| Ramiah Investment Group | 20,758 | $817.2K | 1.57% | −2,687−11.5% | Reduced |
| Islay Capital Management, LLC | 20,767 | $817.6K | 0.94% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 20,789 | $818.5K | 0.02% | −485−2.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 20,920 | $824.0K | 0.02% | −5,122−19.7% | Reduced |
| E. Ohman J:or Asset Management AB | 21,600 | $850.4K | 0.04% | −1,100−4.8% | Reduced |
| Proequities, Inc. | 21,674 | $853.3K | 0.07% | +3,418+18.7% | Added |
| ISAM Funds (UK) Ltd | 22,473 | $884.8K | 2.65% | +22,473 | New |
| Erste Asset Management GmbH | 22,558 | $890.4K | 0.02% | +3,553+18.7% | Added |
| Paradigm Asset Management Co LLC | 22,829 | $898.8K | 0.25% | −8,500−27.1% | Reduced |
| Fifth Third Bancorp | 22,929 | $902.7K | 0.00% | −893−3.7% | Reduced |
| Seeyond | 22,985 | $904.9K | 0.09% | +5,642+32.5% | Added |
| New Mexico Educational Retirement Board | 23,500 | $925.0K | 0.05% | −1,600−6.4% | Reduced |
| Verition Fund Management LLC | 23,537 | $926.7K | 0.02% | −125,247−84.2% | Reduced |
| Ossiam | 23,541 | $926.8K | 0.02% | +19,599+497.2% | Added |
| Minerva Advisors LLC | 23,585 | $928.3K | 0.69% | 00.0% | Unchanged |
| Balentine LLC | 23,996 | $944.7K | 0.03% | +4,032+20.2% | Added |
| IFP Advisors, Inc | 22,786 | $945.0K | 0.03% | +731+3.3% | Added |
| Wills Financial Group, Inc. | 24,090 | $948.4K | 0.54% | −12,470−34.1% | Reduced |
| Norinchukin Bank, The | 24,141 | $950.4K | 0.02% | −6,609−21.5% | Reduced |
| Valmark Advisers, Inc. | 24,489 | $964.1K | 0.02% | −29−0.1% | Reduced |
| Pendal Group Limited | 24,533 | $965.9K | 0.01% | −7,531−23.5% | Reduced |
| My Legacy Advisors, LLC | 22,176 | $985.5K | 0.42% | +2,750+14.2% | Added |
| Vestmark Advisory Solutions, Inc. | 25,226 | $993.2K | 0.05% | +5,170+25.8% | Added |
| Tealwood Asset Management Inc | 25,744 | $1.01M | 0.53% | +89+0.3% | Added |
| Nordwand Advisors, LLC | 26,281 | $1.03M | 0.13% | +26,281 | New |
| Transform Wealth, LLC | 26,394 | $1.04M | 0.12% | −3,332−11.2% | Reduced |