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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 550 | $16.7K | 0.00% | +550 | New |
| Valley National Advisers Inc | 611 | $17.0K | 0.00% | +600+5,454.5% | Added |
| Global Financial Private Client, LLC | 571 | $17.2K | 0.01% | +515+919.6% | Added |
| Quarry LP | 570 | $17.3K | 0.01% | +121+26.9% | Added |
| Farther Finance Advisors, LLC | 575 | $17.5K | 0.01% | +55+10.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $18.2K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 600 | $18.2K | 0.00% | +600 | New |
| Massmutual Trust Co FSB | 603 | $18.3K | 0.00% | +178+41.9% | Added |
| TCI Wealth Advisors, Inc. | 647 | $19.6K | 0.00% | −566−46.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 657 | $20.0K | 0.01% | +440+202.8% | Added |
| Central Trust Co | 700 | $21.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 725 | $22.0K | 0.00% | −150−17.1% | Reduced |
| Canton Hathaway, LLC | 790 | $24.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 809 | $25.0K | 0.00% | +492+155.2% | Added |
| Salem Investment Counselors Inc | 828 | $25.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 831 | $25.2K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 875 | $26.6K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 902 | $27.4K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 910 | $27.6K | 0.01% | +73+8.7% | Added |
| Clear Street Markets LLC | 964 | $29.0K | 0.01% | +466+93.6% | Added |
| Zions Bancorporation, N.A. | 968 | $29.4K | 0.00% | −38−3.8% | Reduced |
| Hexagon Capital Partners LLC | 990 | $30.1K | 0.01% | −1,388−58.4% | Reduced |
| Riverview Trust Co | 1,048 | $31.8K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,064 | $32.3K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,065 | $32.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,070 | $32.5K | 0.00% | +66+6.6% | Added |
| Nordwand Advisors, LLC | 1,190 | $36.1K | 0.01% | −25,091−95.5% | Reduced |
| Resurgent Financial Advisors LLC | 1,255 | $38.1K | 0.03% | +546+77.0% | Added |
| Baker Avenue Asset Management, LP | 1,304 | $39.6K | 0.00% | +41+3.2% | Added |
| Ellevest, Inc. | 1,317 | $40.0K | 0.00% | −1,454−52.5% | Reduced |
| Ci Investments Inc. | 1,316 | $40.0K | 0.00% | −71−5.1% | Reduced |
| CVA Family Office, LLC | 1,330 | $40.4K | 0.01% | +785+144.0% | Added |
| Union Investments & Development Ltd. | 1,350 | $41.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,398 | $42.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,400 | $42.5K | 0.00% | +1,340+2,233.3% | Added |
| Brown Brothers Harriman & Co | 1,434 | $43.6K | 0.00% | +384+36.6% | Added |
| Deseret Mutual Benefit Administrators | 1,552 | $47.1K | 0.02% | 00.0% | Unchanged |
| ING Groep NV | 1,577 | $47.9K | 0.00% | −82,748−98.1% | Reduced |
| Glassman Wealth Services | 1,579 | $48.0K | 0.01% | +375+31.1% | Added |
| Ten Capital Wealth Advisors, LLC | 1,621 | $49.2K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,648 | $50.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,786 | $54.2K | 0.01% | −377−17.4% | Reduced |
| Alta Advisers Ltd | 1,900 | $57.7K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 1,919 | $58.3K | 0.01% | +5+0.3% | Added |
| Johnson Financial Group, Inc. | 2,013 | $61.1K | 0.00% | +1,592+378.1% | Added |
| Harbour Investments, Inc. | 2,212 | $67.2K | 0.00% | −1,959−47.0% | Reduced |
| Whittier Trust Co | 2,291 | $69.6K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2,432 | $73.9K | 0.00% | −64,223−96.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,457 | $74.6K | 0.01% | +774+46.0% | Added |
| GWM Advisors LLC | 2,462 | $74.8K | 0.00% | −7,047−74.1% | Reduced |
| Grove Bank & Trust | 2,523 | $76.6K | 0.02% | −1,367−35.1% | Reduced |
| Quent Capital, LLC | 2,647 | $80.4K | 0.01% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,666 | $81.0K | 0.26% | 00.0% | Unchanged |
| Trust Co of Vermont | 2,694 | $81.8K | 0.01% | +2,694 | New |
| Covestor Ltd | 2,777 | $84.0K | 0.07% | −271−8.9% | Reduced |
| Benjamin Edwards Inc | 2,879 | $87.0K | 0.02% | +2,879 | New |
| EverSource Wealth Advisors, LLC | 2,905 | $88.2K | 0.01% | −794−21.5% | Reduced |
| West Paces Advisors Inc. | 2,939 | $89.3K | 0.03% | +625+27.0% | Added |
| Clearstead Advisors, LLC | 3,140 | $95.4K | 0.01% | −42−1.3% | Reduced |
| Headlands Technologies LLC | 3,152 | $95.7K | 0.06% | +2,339+287.7% | Added |
| Exchange Traded Concepts, LLC | 3,265 | $99.2K | 0.00% | +2,929+871.7% | Added |
| Armstrong Advisory Group, Inc | 3,502 | $106.4K | 0.01% | −703−16.7% | Reduced |
| Quadrant Capital Group LLC | 3,576 | $108.6K | 0.01% | −1,328−27.1% | Reduced |
| EMC Capital Management | 3,591 | $109.0K | 0.09% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 3,655 | $111.0K | 0.04% | +3,655 | New |
| Systematic Alpha Investments, LLC | 3,860 | $117.2K | 0.01% | +3,860 | New |
| Lansing Street Advisors | 4,355 | $132.2K | 0.08% | −4,535−51.0% | Reduced |
| Belpointe Asset Management LLC | 4,614 | $140.1K | 0.01% | −755−14.1% | Reduced |
| Glen Eagle Advisors, LLC | 4,886 | $148.4K | 0.04% | 00.0% | Unchanged |
| Artal Group S.A. | 5,000 | $152.0K | 0.01% | +5,000 | New |
| Ronald Blue Trust, Inc. | 3,971 | $156.0K | 0.00% | +450+12.8% | Added |
| Raleigh Capital Management Inc. | 5,278 | $160.3K | 0.08% | +5,101+2,881.9% | Added |
| Washington Trust Co | 5,350 | $162.5K | 0.01% | −1,000−15.7% | Reduced |
| First Horizon Advisors, Inc. | 5,350 | $162.5K | 0.01% | +67+1.3% | Added |
| Huntington National Bank | 5,430 | $164.9K | 0.00% | +85+1.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,490 | $166.7K | 0.00% | −475−8.0% | Reduced |
| Ameritas Investment Partners, Inc. | 6,022 | $182.9K | 0.01% | −315−5.0% | Reduced |
| Umb Bank N A | 6,308 | $191.6K | 0.00% | −49−0.8% | Reduced |
| Allworth Financial LP | 6,343 | $192.6K | 0.00% | +1,555+32.5% | Added |
| Banque Cantonale Vaudoise | 6,392 | $194.0K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 6,412 | $194.7K | 0.01% | −620−8.8% | Reduced |
| Liberty One Investment Management, LLC | 6,506 | $197.6K | 0.03% | −97−1.5% | Reduced |
| Horan Securities, Inc. | 6,572 | $199.6K | 0.10% | +214+3.4% | Added |
| Kestra Private Wealth Services, LLC | 6,670 | $202.6K | 0.01% | +6,670 | New |
| Money Concepts Capital Corp | 6,654 | $202.8K | 0.01% | −33−0.5% | Reduced |
| HFG Advisors, Inc. | 6,680 | $202.9K | 0.23% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,704 | $203.6K | 0.01% | −8,650−56.3% | Reduced |
| Peoples Bank | 6,721 | $204.1K | 0.13% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 7,065 | $206.0K | 0.03% | +7,065 | New |
| First County Bank | 6,803 | $206.6K | 0.10% | −99−1.4% | Reduced |
| Montchanin Asset Management, LLC | 6,900 | $209.0K | 0.26% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 6,900 | $209.6K | 0.01% | −369−5.1% | Reduced |
| Sterling Investment Counsel, LLC | 6,938 | $210.7K | 0.13% | +15+0.2% | Added |
| CRA Financial Services, LLC | 7,040 | $213.8K | 0.06% | +100+1.4% | Added |
| HB Wealth Management, LLC | 7,098 | $215.6K | 0.00% | +7,098 | New |
| Nations Financial Group Inc, | 7,125 | $216.4K | 0.02% | 00.0% | Unchanged |
| Innovis Asset Management LLC | 7,139 | $216.8K | 0.09% | +343+5.0% | Added |
| 1620 Investment Advisors, Inc. | 7,192 | $218.4K | 0.26% | +7,192 | New |
| Steward Partners Investment Advisory, LLC | 7,199 | $218.6K | 0.00% | −2,140−22.9% | Reduced |
| Modera Wealth Management, LLC | 7,224 | $219.4K | 0.01% | +7,224 | New |