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 |
|---|---|---|---|---|---|
| Creative Financial Designs Inc | 210 | $8.27K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $7.87K | 0.00% | −5−2.4% | Reduced |
| Atlas Capital Advisors LLC | 200 | $7.87K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 195 | $7.68K | 0.00% | +195 | New |
| Bell Investment Advisors, Inc | 189 | $7.44K | 0.00% | +13+7.4% | Added |
| Smithfield Trust Co | 190 | $7.00K | 0.00% | −55−22.4% | Reduced |
| Pin Oak Investment Advisors Inc | 175 | $7.00K | 0.01% | +175 | New |
| Raleigh Capital Management Inc. | 177 | $6.96K | 0.00% | −606−77.4% | Reduced |
| Colonial Trust Advisors | 172 | $6.77K | 0.00% | +172 | New |
| Fortis Capital Advisors, LLC | 170 | $6.69K | 0.00% | +170 | New |
| Colonial Trust Co | 168 | $6.63K | 0.00% | +168 | New |
| Moisand Fitzgerald Tamayo, LLC | 166 | $6.54K | 0.00% | +77+86.5% | Added |
| Bogart Wealth, LLC | 153 | $6.02K | 0.00% | +119+350.0% | Added |
| Eukles Asset Management | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 148 | $6.00K | 0.00% | +148 | New |
| Bartlett & Co. Wealth Management LLC | 148 | $5.83K | 0.00% | +148 | New |
| Castleview Partners, LLC | 146 | $5.75K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $5.71K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 137 | $5.39K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $5.32K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 134 | $5.28K | 0.00% | −129−49.0% | Reduced |
| Washington Trust Advisors, Inc. | 130 | $5.12K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $4.92K | 0.00% | +125 | New |
| Piscataqua Savings Bank | 125 | $4.92K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 113 | $4.45K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 111 | $4.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 110 | $4.33K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 93 | $4.00K | 0.00% | +93 | New |
| Prestige Wealth Management Group LLC | 101 | $3.98K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 95 | $3.74K | 0.00% | −86−47.5% | Reduced |
| Hantz Financial Services, Inc. | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 71 | $3.00K | 0.00% | +7+10.9% | Added |
| Baystate Wealth Management LLC | 72 | $3.00K | 0.00% | +1+1.4% | Added |
| Truvestments Capital LLC | 75 | $2.95K | 0.00% | +75 | New |
| Beaird Harris Wealth Management, LLC | 73 | $2.87K | 0.00% | +73 | New |
| Whittier Trust Co of Nevada Inc | 69 | $2.71K | 0.00% | −3,538−98.1% | Reduced |
| Raffa Wealth Management, LLC | 62 | $2.44K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 62 | $2.44K | 0.00% | +3+5.1% | Added |
| AdvisorNet Financial, Inc | 60 | $2.36K | 0.00% | −55−47.8% | Reduced |
| Hollencrest Capital Management | 60 | $2.36K | 0.00% | +60 | New |
| Key Financial Inc | 67 | $2.30K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $2.28K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 57 | $2.24K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $2.21K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 54 | $2.13K | 0.00% | −52−49.1% | Reduced |
| Trifecta Capital Advisors, LLC | 51 | $2.01K | 0.00% | +51 | New |
| Centerpoint Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 209 | $2.00K | 0.00% | +187+850.0% | Added |
| BerganKDV Wealth Management, LLC | 50 | $1.97K | 0.00% | −654−92.9% | Reduced |
| SJS Investment Consulting Inc. | 50 | $1.97K | 0.00% | +28+127.3% | Added |
| Evermay Wealth Management LLC | 48 | $1.89K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 40 | $1.57K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 40 | $1.57K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 39,831 | $1.57K | 0.00% | −10,057−20.2% | Reduced |
| Sutton Wealth Advisors Inc. | 38 | $1.50K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $1.23K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.22K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 30 | $1.18K | 0.00% | +7+30.4% | Added |
| My Personal CFO, LLC | 27 | $1.06K | 0.00% | +27 | New |
| New Millennium Group LLC | 21 | $827 | 0.00% | +21 | New |
| Manchester Capital Management LLC | 17 | $669 | 0.00% | −25−59.5% | Reduced |
| Addison Advisors LLC | 16 | $630 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $452 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 10 | $394 | 0.00% | +10 | New |
| Coppell Advisory Solutions Corp. | 10 | $394 | 0.00% | +10 | New |
| JJJ Advisors Inc. | 8 | $335 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 8 | $315 | 0.00% | +8 | New |
| EWG Elevate Inc. | 7 | $276 | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 39 | $13 | 0.00% | +39 | New |
| Valley National Advisers Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Crestline Management, LP | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −228,198−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −192,354−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −187,902−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −144,136−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −143,970−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −140,044−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −113,224−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −66,201−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −60,939−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −59,501−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −58,105−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −52,268−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −49,724−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −40,263−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −36,673−100.0% | Sold out |
| Aquila Investment Management LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| BHZ Capital Management, LP | 0 | $0 | 0.00% | −34,200−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −32,056−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −25,053−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,098−100.0% | Sold out |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −21,559−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −20,618−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −18,225−100.0% | Sold out |