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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 9,844 | $387.6K | 0.03% | +1,105+12.6% | Added |
| Engineers Gate Manager LP | 9,739 | $383.4K | 0.02% | −65,814−87.1% | Reduced |
| Altfest L J & Co Inc | 9,707 | $382.0K | 0.06% | +39+0.4% | Added |
| Veritable, L.P. | 9,575 | $377.0K | 0.01% | +2,281+31.3% | Added |
| Profund Advisors LLC | 9,411 | $370.5K | 0.02% | +537+6.1% | Added |
| TD Private Client Wealth LLC | 9,381 | $369.3K | 0.02% | +7,105+312.2% | Added |
| Steward Partners Investment Advisory, LLC | 9,339 | $367.7K | 0.01% | +556+6.3% | Added |
| 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 |
| Fort Washington Investment Advisors Inc | 9,298 | $366.0K | 0.00% | −792−7.8% | Reduced |
| Koshinski Asset Management, Inc. | 9,229 | $363.3K | 0.04% | +57+0.6% | Added |
| Cedrus LLC | 9,184 | $361.6K | 0.29% | +2,034+28.4% | Added |
| Alpine Woods Capital Investors, LLC | 9,120 | $359.0K | 0.05% | +136+1.5% | Added |
| Chesley Taft & Associates LLC | 9,100 | $358.3K | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 9,020 | $355.1K | 0.10% | +9,020 | New |
| Lansing Street Advisors | 8,890 | $350.0K | 0.24% | −3,446−27.9% | Reduced |
| 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 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,727 | $343.6K | 0.02% | +265+3.1% | Added |
| Horizon Investments, LLC | 8,805 | $343.0K | 0.01% | +8,805 | New |
| Vontobel Holding Ltd. | 8,688 | $338.6K | 0.00% | +1,160+15.4% | Added |
| Symmetry Partners, LLC | 8,536 | $336.0K | 0.02% | 00.0% | Unchanged |
| ARGI Investment Services, LLC | 8,486 | $334.0K | 0.01% | −143,278−94.4% | Reduced |
| Parsons Capital Management Inc | 8,137 | $320.3K | 0.03% | 00.0% | Unchanged |
| Mirova | 8,120 | $319.7K | 0.05% | +3,052+60.2% | Added |
| CWM, LLC | 8,092 | $319.0K | 0.00% | −929−10.3% | Reduced |
| Forum Financial Management, LP | 8,094 | $318.7K | 0.01% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 7,947 | $312.9K | 0.02% | −1,407−15.0% | Reduced |
| Centennial Wealth Advisory LLC | 7,920 | $311.8K | 0.17% | +748+10.4% | Added |
| Penserra Capital Management LLC | 7,842 | $308.0K | 0.01% | −1,004−11.3% | Reduced |
| AM Squared Ltd | 7,800 | $307.1K | 0.20% | +7,800 | New |
| Hennion & Walsh Asset Management, Inc. | 7,635 | $301.0K | 0.02% | +665+9.5% | Added |
| Laurel Wealth Advisors, Inc. | 7,597 | $299.0K | 0.03% | −357−4.5% | Reduced |
| KC Investment Advisors, LLC | 7,521 | $296.0K | 0.28% | −3,050−28.9% | Reduced |
| Seven Eight Capital, LP | 7,515 | $295.9K | 0.08% | −136,721−94.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,345 | $291.8K | 0.03% | −1,423−16.2% | Reduced |
| Machina Capital S.A.S. | 7,311 | $287.8K | 0.53% | +7,311 | New |
| Apollon Wealth Management, LLC | 7,269 | $286.2K | 0.02% | +7,269 | New |
| Clear Harbor Asset Management, LLC | 7,200 | $283.5K | 0.04% | +7,200 | New |
| Connable Office Inc | 7,174 | $282.0K | 0.04% | +237+3.4% | Added |
| Nations Financial Group Inc, | 7,125 | $280.5K | 0.03% | +40+0.6% | Added |
| Pinnacle Associates Ltd | 7,124 | $280.5K | 0.01% | −25−0.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 7,056 | $277.8K | 0.06% | +7,056 | New |
| Wetherby Asset Management Inc | 7,033 | $276.9K | 0.02% | −413−5.5% | Reduced |
| AIA Group Ltd | 7,032 | $276.9K | 0.02% | +2,695+62.1% | Added |
| DoubleLine ETF Adviser LP | 6,951 | $273.7K | 0.14% | +6,951 | New |
| CRA Financial Services, LLC | 6,940 | $273.2K | 0.09% | −50−0.7% | Reduced |
| Sterling Investment Counsel, LLC | 6,923 | $272.6K | 0.17% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 6,900 | $272.0K | 0.37% | +50+0.7% | Added |
| First County Bank | 6,902 | $271.7K | 0.13% | +6,902 | New |
| Perigon Wealth Management, LLC | 6,860 | $270.1K | 0.02% | +6,860 | New |
| Centiva Capital, LP | 6,849 | $269.6K | 0.02% | +6,849 | New |
| Ameritas Investment Partners, Inc. | 6,337 | $268.8K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,831 | $268.0K | 0.03% | +6,831 | New |
| Innovis Asset Management LLC | 6,796 | $267.6K | 0.12% | +6,796 | New |
| Peoples Bank | 6,721 | $264.6K | 0.17% | 00.0% | Unchanged |
| GWM Advisors LLC | 9,509 | $264.0K | 0.01% | +9,509 | New |
| Money Concepts Capital Corp | 6,687 | $263.3K | 0.01% | +44+0.7% | Added |
| HFG Advisors, Inc. | 6,680 | $263.0K | 0.31% | 00.0% | Unchanged |
| Watershed Asset Management, L.L.C. | 6,672 | $262.7K | 0.33% | +6,672 | New |
| Avantax Advisory Services, Inc. | 6,624 | $260.8K | 0.00% | +440+7.1% | Added |
| Raymond James Trust N.A. | 6,600 | $260.0K | 0.01% | +6,600 | New |
| Liberty One Investment Management, LLC | 6,603 | $260.0K | 0.04% | +98+1.5% | Added |
| Harbor Investment Advisory, LLC | 6,468 | $254.6K | 0.04% | −4,283−39.8% | Reduced |
| Cresset Asset Management, LLC | 14,635 | $254.5K | 0.00% | −1,215−7.7% | Reduced |
| Banque Cantonale Vaudoise | 6,392 | $252.0K | 0.01% | −18,400−74.2% | 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 |
| Horan Securities, Inc. | 6,358 | $250.3K | 0.14% | −134−2.1% | Reduced |
| Washington Trust Co | 6,350 | $250.0K | 0.01% | −2,500−28.2% | Reduced |
| Klingenstein Fields & Co LP | 6,334 | $249.4K | 0.01% | −440−6.5% | Reduced |
| Zuckerman Investment Group, LLC | 6,252 | $246.1K | 0.04% | +6,252 | New |
| Beacon Bridge Wealth Partners, LLC | 6,247 | $245.9K | 0.18% | +6,247 | New |
| McRae Capital Management Inc | 6,236 | $245.5K | 0.07% | −59−0.9% | Reduced |
| NCM Capital Management, LLC | 6,207 | $244.0K | 0.16% | 00.0% | Unchanged |
| Qtron Investments LLC | 6,166 | $242.8K | 0.05% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 6,150 | $242.0K | 0.41% | −7,085−53.5% | Reduced |
| Bard Financial Services, Inc. | 6,120 | $241.0K | 0.02% | +6,120 | New |
| Cigna Investments Inc | 6,065 | $238.0K | 0.05% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 6,029 | $237.4K | 0.09% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,005 | $236.4K | 0.01% | +6,005 | New |
| Federation des caisses Desjardins du Quebec | 5,965 | $234.8K | 0.00% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,927 | $233.3K | 0.01% | +5,927 | New |
| Meeder Asset Management Inc | 5,876 | $231.3K | 0.02% | −10,813−64.8% | Reduced |
| Momentum Advisors, LLC | 5,783 | $227.7K | 0.23% | −378−6.1% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,620 | $221.3K | 0.06% | −248−4.2% | Reduced |
| Essex Savings Bank | 5,580 | $219.6K | 0.08% | +5,580 | New |
| Trust Asset Management LLC | 5,561 | $218.9K | 0.03% | +5,561 | New |
| Winton Group Ltd | 5,470 | $215.4K | 0.01% | −15,060−73.4% | Reduced |
| Essex Financial Services, Inc. | 5,438 | $214.0K | 0.02% | +5,438 | New |
| Fund Management at Engine No. 1 LLC | 5,420 | $213.4K | 0.05% | +5,420 | New |
| Belpointe Asset Management LLC | 5,369 | $211.4K | 0.01% | +973+22.1% | Added |
| Huntington National Bank | 5,345 | $210.4K | 0.00% | −377−6.6% | Reduced |
| Foster & Motley Inc | 5,339 | $210.0K | 0.02% | +5,339 | New |
| Longfellow Investment Management Co LLC | 5,290 | $208.3K | 0.05% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 5,285 | $208.1K | 0.06% | +5,285 | New |
| First Horizon Advisors, Inc. | 5,283 | $208.0K | 0.01% | +685+14.9% | Added |
| Wedmont Private Capital | 4,976 | $207.2K | 0.03% | +4,976 | New |
| Norris Perne & French LLP | 5,253 | $206.8K | 0.02% | +5,253 | New |
| Atria Wealth Solutions, Inc. | 5,237 | $206.2K | 0.00% | +5,237 | New |