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 |
|---|---|---|---|---|---|
| Paragon Capital Management Ltd | 5,184 | $204.1K | 0.05% | +5,184 | New |
| Quadrant Capital Group LLC | 4,904 | $193.1K | 0.02% | +337+7.4% | Added |
| Glen Eagle Advisors, LLC | 4,886 | $192.4K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 4,788 | $188.5K | 0.00% | +385+8.7% | Added |
| Armstrong Advisory Group, Inc | 4,205 | $165.6K | 0.02% | +4,205 | New |
| Harbour Investments, Inc. | 4,171 | $164.2K | 0.01% | −1,296−23.7% | Reduced |
| Grove Bank & Trust | 3,890 | $153.0K | 0.03% | +3,890 | New |
| EverSource Wealth Advisors, LLC | 3,699 | $145.6K | 0.02% | +1,151+45.2% | Added |
| EMC Capital Management | 3,591 | $141.0K | 0.13% | +3,591 | New |
| Clearstead Advisors, LLC | 3,182 | $125.3K | 0.01% | +167+5.5% | Added |
| CoreCap Advisors, LLC | 3,105 | $122.3K | 0.01% | +3,105 | New |
| Harvest Fund Management Co., Ltd | 3,098 | $122.0K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3,521 | $121.0K | 0.00% | +2,105+148.7% | Added |
| Covestor Ltd | 3,048 | $120.0K | 0.10% | −27−0.9% | Reduced |
| Ellevest, Inc. | 2,771 | $109.1K | 0.01% | −39−1.4% | Reduced |
| Seaport Global Advisors, LLC | 2,666 | $105.0K | 0.36% | −3,246−54.9% | Reduced |
| Quent Capital, LLC | 2,647 | $104.2K | 0.02% | +478+22.0% | Added |
| Loomis Sayles & Co L P | 2,386 | $94.0K | 0.00% | +656+37.9% | Added |
| Hexagon Capital Partners LLC | 2,378 | $93.6K | 0.03% | +374+18.7% | Added |
| West Paces Advisors Inc. | 2,314 | $91.1K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,291 | $90.2K | 0.00% | −69−2.9% | Reduced |
| Parkside Financial Bank & Trust | 2,163 | $85.2K | 0.02% | +300+16.1% | Added |
| Accurate Wealth Management, LLC | 2,016 | $83.2K | 0.03% | +2,016 | New |
| 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 |
| Kistler-Tiffany Companies, LLC | 1,683 | $66.3K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,648 | $64.9K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,621 | $63.8K | 0.03% | −130−7.4% | Reduced |
| Deseret Mutual Benefit Administrators | 1,552 | $61.1K | 0.03% | −1,263−44.9% | Reduced |
| Union Investments & Development Ltd. | 1,350 | $58.5K | 0.03% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,452 | $57.2K | 0.01% | +252+21.0% | Added |
| Delta Asset Management LLC | 1,398 | $55.0K | 0.01% | +1,398 | New |
| Ci Investments Inc. | 1,387 | $55.0K | 0.00% | +726+109.8% | Added |
| Baker Avenue Asset Management, LP | 1,263 | $49.7K | 0.00% | +1,263 | New |
| TCI Wealth Advisors, Inc. | 1,213 | $47.7K | 0.01% | −36−2.9% | Reduced |
| Glassman Wealth Services | 1,204 | $47.4K | 0.01% | +49+4.2% | Added |
| DuPont Capital Management Corp | 1,169 | $46.0K | 0.00% | −844−41.9% | Reduced |
| Leelyn Smith, LLC | 1,070 | $42.1K | 0.01% | −130−10.8% | Reduced |
| 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 |
| ICA Group Wealth Management, LLC | 1,064 | $41.9K | 0.01% | +1,064 | New |
| Brown Brothers Harriman & Co | 1,050 | $41.3K | 0.00% | −39−3.6% | Reduced |
| Riverview Trust Co | 1,048 | $41.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 1,004 | $40.0K | 0.00% | +149+17.4% | Added |
| Zions Bancorporation, N.A. | 1,006 | $39.6K | 0.00% | −36−3.5% | Reduced |
| Lindbrook Capital, LLC | 988 | $38.9K | 0.00% | +382+63.0% | Added |
| Sageworth Trust Co | 902 | $36.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 878 | $35.0K | 0.00% | +522+146.6% | Added |
| 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 |
| State of Wyoming | 837 | $33.0K | 0.01% | −13−1.5% | Reduced |
| Carolinas Wealth Consulting LLC | 831 | $32.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 828 | $32.6K | 0.00% | −50−5.7% | Reduced |
| Headlands Technologies LLC | 813 | $32.0K | 0.03% | +813 | New |
| Canton Hathaway, LLC | 790 | $31.0K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 709 | $27.9K | 0.01% | +709 | New |
| Central Trust Co | 700 | $27.6K | 0.00% | −41−5.5% | Reduced |
| NVWM, LLC | 685 | $27.0K | 0.01% | −65−8.7% | Reduced |
| Heritage Wealth Management, LLC | 646 | $25.4K | 0.00% | +323+100.0% | Added |
| St Germain D J Co Inc | 610 | $24.0K | 0.01% | +610 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $23.6K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 583 | $23.0K | 0.02% | +583 | New |
| Bank of New Hampshire | 550 | $22.0K | 0.01% | −155−22.0% | Reduced |
| CVA Family Office, LLC | 545 | $21.5K | 0.01% | +10+1.9% | Added |
| McIlrath & Eck, LLC | 542 | $21.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 528 | $20.8K | 0.00% | −1−0.2% | Reduced |
| Farther Finance Advisors, LLC | 520 | $20.5K | 0.01% | +520 | 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 |
| Concord Wealth Partners | 506 | $19.9K | 0.01% | +506 | New |
| Clearview Wealth Advisors LLC | 502 | $19.8K | 0.02% | +502 | New |
| Elequin Capital LP | 500 | $19.7K | 0.01% | +500 | New |
| Cullen/Frost Bankers, Inc. | 484 | $19.1K | 0.00% | +80+19.8% | Added |
| Quarry LP | 449 | $17.7K | 0.02% | +449 | New |
| Arlington Partners LLC | 433 | $17.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 425 | $17.0K | 0.00% | +123+40.7% | Added |
| Johnson Financial Group, Inc. | 421 | $16.6K | 0.00% | −301−41.7% | Reduced |
| Comerica Securities,inc. | 398 | $15.7K | 0.00% | +398 | New |
| NewSquare Capital LLC | 384 | $15.1K | 0.00% | +384 | New |
| JFS Wealth Advisors, LLC | 382 | $15.0K | 0.00% | +140+57.9% | Added |
| Cutler Group LP | 387 | $15.0K | 0.00% | −1,667−81.2% | Reduced |
| Pathway Financial Advisers, LLC | 361 | $14.2K | 0.01% | +361 | New |
| Farmers & Merchants Investments Inc | 357 | $14.1K | 0.00% | +62+21.0% | Added |
| Exchange Traded Concepts, LLC | 336 | $13.2K | 0.00% | −1,970−85.4% | Reduced |
| Asset Dedication, LLC | 317 | $13.0K | 0.00% | −5−1.6% | Reduced |
| Schubert & Co | 306 | $12.0K | 0.01% | −25−7.6% | Reduced |
| Sageworth Trust Co of South Dakota | 303 | $12.0K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 300 | $11.8K | 0.00% | +300 | New |
| Heritage Wealth Advisors | 287 | $11.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 263 | $10.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 260 | $10.3K | 0.00% | −81−23.8% | Reduced |
| Versant Capital Management, Inc | 260 | $10.2K | 0.00% | +9+3.6% | Added |
| HighMark Wealth Management LLC | 255 | $10.0K | 0.01% | +139+119.8% | Added |
| Financial Management Professionals, Inc. | 257 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 253 | $10.0K | 0.00% | +253 | New |
| Earnest Partners LLC | 244 | $9.61K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 232 | $9.00K | 0.00% | +3+1.3% | Added |
| North Star Investment Management Corp. | 222 | $8.74K | 0.00% | +22+11.0% | Added |
| Barrett & Company, Inc. | 218 | $8.58K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 217 | $8.54K | 0.00% | 00.0% | Unchanged |