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, Q1 2023
Institutional positions in Citizens Financial Group Inc as of Mar 31, 2023. 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
- 740
- −17 vs. Q4 2022
- Shares held
- 443.3M
- +3.82M (+0.9%) vs. Q4 2022
- Total value
- $13.5B
- −$3.85B (−22.3%) vs. Q4 2022
- New holders
- 87
- 276 more added
- Sold out
- 104
- 276 more reduced
18 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | −194−92.8% | Reduced |
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Bellwether Advisors, LLC | 0 | $14 | 0.00% | 0 | New |
| SOA Wealth Advisors, LLC. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $243 | 0.00% | −42−84.0% | Reduced |
| Tfo-TDC, LLC | 8 | $243 | 0.00% | +7+700.0% | Added |
| USA Financial Portformulas Corp | 10 | $304 | 0.00% | +10 | New |
| Rise Advisors, LLC | 12 | $364 | 0.00% | +12 | New |
| Manchester Capital Management LLC | 17 | $517 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $912 | 0.00% | +30 | New |
| Abound Wealth Management | 31 | $952 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | −233−90.7% | Reduced |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | −25−50.0% | Reduced |
| PrairieView Partners, LLC | 45 | $1.00K | 0.00% | +45 | New |
| SkyView Investment Advisors, LLC | 47 | $1.00K | 0.00% | +47 | New |
| Sunbelt Securities, Inc. | 39 | $1.20K | 0.00% | +39 | New |
| Eagle Bay Advisors LLC | 40 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $1.25K | 0.00% | −148−78.3% | Reduced |
| Prestige Wealth Management Group LLC | 42 | $1.28K | 0.00% | −59−58.4% | Reduced |
| Sutton Wealth Advisors Inc. | 44 | $1.34K | 0.00% | +6+15.8% | Added |
| Disciplined Investments, LLC | 49 | $1.49K | 0.00% | +19+63.3% | Added |
| BerganKDV Wealth Management, LLC | 50 | $1.52K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 51 | $1.55K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 54 | $1.64K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 57 | $1.73K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $1.76K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 59 | $1.79K | 0.00% | +59 | New |
| Hollencrest Capital Management | 60 | $1.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 62 | $1.88K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $2.04K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 72 | $2.21K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 75 | $2.28K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 81 | $2.46K | 0.00% | −174−68.2% | Reduced |
| Community Bank, N.A. | 100 | $3.04K | 0.00% | −11−9.9% | Reduced |
| Kenfarb & Co. | 100 | $3.04K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 106 | $3.22K | 0.00% | +44+71.0% | Added |
| Caldwell Trust Co | 110 | $3.34K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 112 | $3.40K | 0.00% | +112 | New |
| Piscataqua Savings Bank | 125 | $3.79K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $3.80K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $3.80K | 0.00% | +125 | New |
| Washington Trust Advisors, Inc. | 130 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $4.10K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 137 | $4.16K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 140 | $4.25K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 144 | $4.37K | 0.00% | +144 | New |
| Investors Research Corp | 145 | $4.40K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $4.43K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 148 | $4.50K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 149 | $4.53K | 0.00% | +149 | New |
| Colonial Trust Advisors | 152 | $4.62K | 0.00% | −20−11.6% | Reduced |
| Colonial Trust Co | 155 | $4.77K | 0.00% | −13−7.7% | Reduced |
| HHM Wealth Advisors, LLC | 164 | $4.98K | 0.00% | +164 | New |
| Pin Oak Investment Advisors Inc | 175 | $5.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 166 | $5.04K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 170 | $5.16K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 173 | $5.25K | 0.00% | +173 | New |
| Column Capital Advisors, LLC | 174 | $5.28K | 0.00% | +174 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 186 | $5.65K | 0.00% | +155+500.0% | Added |
| RFP Financial Group LLC | 195 | $5.92K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 190 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 200 | $6.07K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $6.07K | 0.00% | +200 | New |
| Harbor Investment Advisory, LLC | 209 | $6.35K | 0.00% | −6,259−96.8% | Reduced |
| Creative Financial Designs Inc | 210 | $6.38K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 211 | $6.41K | 0.01% | −92−30.4% | Reduced |
| Barrett & Company, Inc. | 218 | $6.62K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 222 | $6.74K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 244 | $7.41K | 0.00% | −189−43.6% | Reduced |
| Earnest Partners LLC | 244 | $7.41K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 259 | $7.87K | 0.00% | −1−0.4% | Reduced |
| Schubert & Co | 261 | $7.93K | 0.01% | −45−14.7% | Reduced |
| JFS Wealth Advisors, LLC | 267 | $8.11K | 0.00% | −115−30.1% | Reduced |
| Heritage Wealth Advisors | 287 | $8.72K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 288 | $8.75K | 0.00% | +288 | New |
| Close Asset Management Ltd | 285 | $9.00K | 0.00% | +285 | New |
| Godsey & Gibb Associates | 300 | $9.11K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 300 | $9.12K | 0.01% | +166+123.9% | Added |
| WealthPLAN Partners, LLC | 321 | $9.74K | 0.00% | +321 | New |
| Park Place Capital Corp | 325 | $9.87K | 0.00% | −184−36.1% | Reduced |
| Farmers & Merchants Investments Inc | 325 | $9.87K | 0.00% | −32−9.0% | Reduced |
| Hallmark Capital Management Inc | 332 | $10.1K | 0.00% | +332 | New |
| FinTrust Capital Advisors, LLC | 263 | $10.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 366 | $11.1K | 0.00% | +106+40.8% | Added |
| Concord Wealth Partners | 385 | $11.7K | 0.00% | −121−23.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 398 | $12.1K | 0.00% | +398 | New |
| West Oak Capital, LLC | 400 | $12.1K | 0.01% | +400 | New |
| NewSquare Capital LLC | 409 | $12.4K | 0.00% | +25+6.5% | Added |
| Global Retirement Partners, LLC | 493 | $12.9K | 0.00% | −35−6.6% | Reduced |
| Lindbrook Capital, LLC | 440 | $13.4K | 0.00% | −548−55.5% | Reduced |
| Venturi Wealth Management, LLC | 450 | $13.7K | 0.00% | +450 | New |
| Jones Financial Companies LLLP | 485 | $14.7K | 0.00% | −393−44.8% | Reduced |
| Ameritas Advisory Services, LLC | 519 | $15.1K | 0.00% | +519 | New |
| Clearview Wealth Advisors LLC | 506 | $15.4K | 0.02% | +4+0.8% | Added |
| NVWM, LLC | 529 | $16.1K | 0.01% | −156−22.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 531 | $16.1K | 0.00% | +47+9.7% | Added |
| McIlrath & Eck, LLC | 542 | $16.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 542 | $16.5K | 0.00% | +447+470.5% | Added |
| Bank of New Hampshire | 550 | $16.7K | 0.01% | 00.0% | Unchanged |