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 |
|---|---|---|---|---|---|
| Ramiah Investment Group | 20,758 | $817.2K | 1.57% | −2,687−11.5% | Reduced |
| Linden Thomas Advisory Services, LLC | 20,705 | $815.2K | 0.23% | +20,705 | New |
| Ethic Inc. | 20,695 | $814.8K | 0.04% | −1,602−7.2% | Reduced |
| Fourthstone LLC | 20,100 | $791.3K | 0.21% | +5,000+33.1% | Added |
| Sawtooth Solutions, LLC | 20,060 | $789.8K | 0.11% | +669+3.5% | Added |
| Point72 Middle East FZE | 19,946 | $785.3K | 0.06% | +19,946 | New |
| Vestcor Inc | 19,924 | $784.0K | 0.03% | −13,011−39.5% | Reduced |
| Cetera Investment Advisers | 19,473 | $766.6K | 0.01% | +12,610+183.7% | Added |
| Fort Sheridan Advisors LLC | 19,201 | $755.9K | 0.25% | +1,696+9.7% | Added |
| Oppenheimer & Co Inc | 18,673 | $735.2K | 0.02% | +8,213+78.5% | Added |
| Carl P. Sherr & Co., LLC | 18,273 | $719.4K | 0.55% | +2,793+18.0% | Added |
| Stephens Inc | 18,252 | $718.6K | 0.01% | +3,137+20.8% | Added |
| Arrowstreet Capital, Limited Partnership | 18,242 | $718.0K | 0.00% | −145,951−88.9% | Reduced |
| United Services Automobile Association | 18,119 | $713.0K | 0.02% | 00.0% | Unchanged |
| Lincoln National Corp | 18,056 | $710.9K | 0.02% | +5,548+44.4% | Added |
| Pointe Capital Management LLC | 17,984 | $708.0K | 0.55% | −458−2.5% | Reduced |
| Zeke Capital Advisors, LLC | 17,845 | $702.6K | 0.05% | −1,442−7.5% | Reduced |
| Ieq Capital, LLC | 17,778 | $699.9K | 0.02% | +5,146+40.7% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,762 | $699.0K | 0.06% | 00.0% | Unchanged |
| Unigestion Holding SA | 17,510 | $691.1K | 0.04% | +17,510 | New |
| Salzhauer Michael | 17,201 | $677.2K | 0.41% | +5,000+41.0% | Added |
| Csenge Advisory Group | 17,016 | $669.9K | 0.05% | +1,763+11.6% | Added |
| Thomas White International Ltd | 16,595 | $653.3K | 0.14% | −1,982−10.7% | Reduced |
| Hamilton Capital Partners Inc. | 16,500 | $649.6K | 0.28% | +16,500 | New |
| Keybank National Association | 16,496 | $649.4K | 0.00% | +7,057+74.8% | Added |
| Achmea Investment Management B.V. | 17,314 | $639.0K | 0.02% | −21,905−55.9% | Reduced |
| Metis Global Partners, LLC | 15,746 | $619.9K | 0.06% | +8,436+115.4% | Added |
| Pacer Advisors, Inc. | 15,709 | $618.5K | 0.00% | +14,698+1,453.8% | Added |
| Segall Bryant & Hamill, LLC | 15,537 | $611.0K | 0.01% | −129−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 15,511 | $610.7K | 0.00% | −89,533−85.2% | Reduced |
| Greenleaf Trust | 15,466 | $609.0K | 0.01% | +664+4.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,435 | $607.7K | 0.02% | −2,974−16.2% | Reduced |
| Independent Advisor Alliance | 15,354 | $604.0K | 0.07% | +4,884+46.6% | Added |
| Ferguson Wellman Capital Management, Inc | 15,300 | $602.0K | 0.02% | +15,300 | New |
| Jacobs Levy Equity Management, Inc | 15,152 | $596.5K | 0.00% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 15,124 | $595.4K | 0.00% | −1,707−10.1% | Reduced |
| Court Place Advisors, LLC | 14,850 | $584.6K | 0.21% | +2,600+21.2% | Added |
| National Bank of Canada | 14,607 | $575.1K | 0.00% | +7,431+103.6% | Added |
| Voloridge Investment Management, LLC | 14,546 | $572.7K | 0.00% | +14,546 | New |
| Washington Capital Management Inc | 14,475 | $569.9K | 0.52% | 00.0% | Unchanged |
| Trust Investment Advisors | 24,162 | $567.8K | 0.54% | −293−1.2% | Reduced |
| Commerce Bank | 14,236 | $560.5K | 0.00% | +1,992+16.3% | Added |
| Cerity Partners LLC | 14,206 | $559.3K | 0.00% | −9,176−39.2% | Reduced |
| 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 |
| Pathstone Family Office, LLC | 28,025 | $552.8K | 0.01% | +17,225+159.5% | Added |
| Legacy Financial Advisors, Inc. | 13,959 | $549.6K | 0.12% | +971+7.5% | Added |
| Coldstream Capital Management Inc | 13,898 | $547.2K | 0.02% | +13,898 | New |
| Northwestern Mutual Wealth Management Co | 13,858 | $545.6K | 0.00% | +2,302+19.9% | Added |
| Agf Management Ltd | 13,796 | $543.1K | 0.00% | +13,796 | New |
| Meiji Yasuda Asset Management Co Ltd. | 13,780 | $543.0K | 0.03% | +230+1.7% | Added |
| Newman Dignan & Sheerar, Inc. | 13,497 | $531.4K | 0.18% | +1,738+14.8% | Added |
| Advisory Services Network, LLC | 13,167 | $518.4K | 0.02% | −3,426−20.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,072 | $514.9K | 0.01% | −5,014−27.7% | Reduced |
| Arkadios Wealth Advisors | 12,970 | $510.6K | 0.07% | −1,189−8.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 12,918 | $509.0K | 0.01% | −5,043−28.1% | Reduced |
| Desjardins Global Asset Management Inc. | 12,919 | $508.0K | 0.08% | +3,430+36.1% | Added |
| Great Valley Advisor Group, Inc. | 12,618 | $496.9K | 0.03% | −576−4.4% | Reduced |
| StoneX Group Inc. | 12,523 | $493.0K | 0.06% | +634+5.3% | Added |
| Evergreen Capital Management LLC | 12,492 | $491.8K | 0.02% | +3,619+40.8% | Added |
| Gotham Asset Management, LLC | 12,470 | $490.9K | 0.01% | −1,095−8.1% | Reduced |
| Tower Research Capital LLC (TRC) | 12,343 | $486.0K | 0.02% | −32,023−72.2% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,256 | $482.5K | 0.18% | −264−2.1% | Reduced |
| Neo Ivy Capital Management | 12,252 | $482.0K | 0.33% | +12,252 | New |
| Continuum Advisory, LLC | 12,100 | $476.4K | 0.09% | +573+5.0% | Added |
| Beacon Pointe Advisors, LLC | 12,063 | $474.9K | 0.01% | +320+2.7% | Added |
| Empirical Finance, LLC | 12,015 | $473.0K | 0.05% | +1,112+10.2% | Added |
| Intrua Financial, LLC | 11,578 | $466.2K | 0.11% | +1,471+14.6% | Added |
| Cary Street Partner Investment Advisory LLC | 11,832 | $465.8K | 0.03% | −2,998−20.2% | Reduced |
| Algert Global LLC | 11,676 | $459.7K | 0.03% | +11,676 | New |
| Quantitative Investment Management, LLC | 11,614 | $457.0K | 0.09% | +5,681+95.8% | Added |
| Summit X, LLC | 12,645 | $451.3K | 0.13% | −464−3.5% | Reduced |
| CAPROCK Group, Inc. | 11,335 | $446.3K | 0.04% | −976−7.9% | Reduced |
| Transcend Wealth Collective, LLC | 11,223 | $441.9K | 0.05% | +1,226+12.3% | Added |
| Kinneret Advisory, LLC | 10,986 | $432.5K | 0.06% | −2,597−19.1% | Reduced |
| Pearl River Capital, LLC | 10,956 | $431.3K | 0.07% | +10,956 | New |
| Everence Capital Management Inc | 10,900 | $429.0K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,877 | $428.2K | 0.01% | −699−6.0% | Reduced |
| Cetera Advisors LLC | 10,872 | $428.0K | 0.01% | +10,872 | New |
| Lincoln Capital Corp | 10,796 | $425.0K | 0.26% | −202−1.8% | Reduced |
| Lido Advisors, LLC | 10,787 | $424.7K | 0.01% | +2,784+34.8% | Added |
| Ridgewood Investments LLC | 10,720 | $422.0K | 0.30% | −10.0% | Reduced |
| Texas Yale Capital Corp. | 10,692 | $420.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,527 | $414.5K | 0.02% | +1,190+12.7% | Added |
| CIBC Private Wealth Group, LLC | 10,521 | $414.2K | 0.00% | +10,521 | New |
| Transamerica Financial Advisors, Inc. | 10,452 | $412.0K | 0.06% | −209−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,438 | $410.9K | 0.01% | −5,341−33.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 10,319 | $406.3K | 0.17% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 10,302 | $405.6K | 0.01% | +1,077+11.7% | Added |
| Wealthspire Advisors, LLC | 10,224 | $402.5K | 0.01% | +1,651+19.3% | Added |
| Dakota Wealth Management | 10,218 | $402.3K | 0.03% | −8,077−44.1% | Reduced |
| Pinnacle Holdings, LLC | 10,160 | $400.0K | 0.18% | −355−3.4% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 10,133 | $398.9K | 0.02% | +250+2.5% | Added |
| Brown, Lisle/Cummings, Inc. | 10,028 | $394.8K | 0.21% | +1,001+11.1% | Added |
| PGGM Investments | 10,010 | $394.0K | 0.01% | +10,010 | New |
| 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 |
| Virtus Investment Advisers, Inc. | 9,998 | $393.6K | 0.26% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 9,963 | $392.2K | 0.05% | +9,963 | New |
| CBOE Vest Financial, LLC | 9,898 | $389.7K | 0.06% | +9,898 | New |