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 |
|---|---|---|---|---|---|
| Dorsey & Whitney Trust CO LLC | 7,273 | $220.9K | 0.02% | −72−1.0% | Reduced |
| Horizon Investments, LLC | 7,420 | $222.1K | 0.01% | −1,385−15.7% | Reduced |
| Gsa Capital Partners LLP | 7,336 | $223.0K | 0.02% | +7,336 | New |
| Wetherby Asset Management Inc | 7,481 | $227.2K | 0.01% | +448+6.4% | Added |
| Centennial Wealth Advisory LLC | 7,555 | $229.5K | 0.12% | −365−4.6% | Reduced |
| 44 Wealth Management LLC | 7,566 | $229.8K | 0.08% | +7,566 | New |
| Hennion & Walsh Asset Management, Inc. | 7,558 | $230.0K | 0.01% | −77−1.0% | Reduced |
| Lido Advisors, LLC | 7,583 | $230.3K | 0.00% | −3,204−29.7% | Reduced |
| Forum Financial Management, LP | 7,598 | $230.8K | 0.01% | −496−6.1% | Reduced |
| Penserra Capital Management LLC | 7,711 | $232.0K | 0.00% | −131−1.7% | Reduced |
| Echo Street Capital Management LLC | 7,658 | $232.6K | 0.00% | +7,658 | New |
| Watershed Asset Management, L.L.C. | 8,113 | $246.4K | 0.30% | +1,441+21.6% | Added |
| AM Squared Ltd | 8,200 | $249.0K | 0.19% | +400+5.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,390 | $254.8K | 0.01% | −337−3.9% | Reduced |
| Pinnacle Associates Ltd | 8,392 | $254.9K | 0.01% | +1,268+17.8% | Added |
| Gladstone Institutional Advisory LLC | 8,393 | $254.9K | 0.02% | +446+5.6% | Added |
| Raymond James Trust N.A. | 8,436 | $256.0K | 0.01% | +1,836+27.8% | Added |
| Vontobel Holding Ltd. | 8,464 | $257.1K | 0.00% | −224−2.6% | Reduced |
| Symmetry Partners, LLC | 8,536 | $259.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 8,602 | $261.2K | 0.00% | +3,365+64.3% | Added |
| Dakota Wealth Management | 8,666 | $263.2K | 0.02% | −1,552−15.2% | Reduced |
| Avantax Advisory Services, Inc. | 8,719 | $264.8K | 0.00% | +2,095+31.6% | Added |
| Clear Harbor Asset Management, LLC | 8,865 | $269.2K | 0.03% | +1,665+23.1% | Added |
| Jefferies Financial Group Inc. | 8,916 | $270.8K | 0.01% | +8,916 | New |
| Parallel Advisors, LLC | 8,973 | $272.5K | 0.01% | −1,554−14.8% | Reduced |
| Koshinski Asset Management, Inc. | 8,982 | $272.8K | 0.03% | −247−2.7% | Reduced |
| Connable Office Inc | 8,983 | $272.8K | 0.04% | +1,809+25.2% | Added |
| Caption Management, LLC | 9,000 | $273.3K | 0.06% | +9,000 | New |
| Alps Advisors Inc | 9,150 | $277.9K | 0.00% | +9,150 | New |
| Lazard Asset Management LLC | 9,276 | $281.0K | 0.00% | −65,025−87.5% | Reduced |
| Fort Washington Investment Advisors Inc | 9,298 | $282.4K | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 9,328 | $283.0K | 0.01% | +9+0.1% | Added |
| Balentine LLC | 9,322 | $283.1K | 0.01% | −14,674−61.2% | Reduced |
| IFG Advisory, LLC | 9,335 | $283.5K | 0.03% | +2,504+36.7% | Added |
| Industrial Alliance Investment Management Inc. | 9,363 | $284.0K | 0.01% | +9,363 | New |
| Meeder Advisory Services, Inc. | 9,445 | $286.8K | 0.03% | −518−5.2% | Reduced |
| Intrua Financial, LLC | 11,673 | $289.5K | 0.06% | +95+0.8% | Added |
| Cedrus LLC | 9,548 | $290.0K | 0.20% | +364+4.0% | Added |
| Keybank National Association | 9,587 | $291.2K | 0.00% | −6,909−41.9% | Reduced |
| Chesley Taft & Associates LLC | 9,625 | $292.3K | 0.02% | +525+5.8% | Added |
| Measured Wealth Private Client Group, LLC | 9,666 | $293.6K | 0.11% | −653−6.3% | Reduced |
| Cobblestone Capital Advisors LLC | 9,723 | $295.3K | 0.02% | +9,723 | New |
| Signaturefd, LLC | 9,764 | $296.5K | 0.01% | −1,113−10.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 9,773 | $297.0K | 0.00% | −3,145−24.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,844 | $299.0K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 9,943 | $302.0K | 0.01% | −281−2.7% | Reduced |
| Toroso Investments, LLC | 9,946 | $302.0K | 0.01% | +9,946 | New |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $303.7K | 0.12% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 10,000 | $303.7K | 0.24% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10,054 | $305.3K | 0.15% | +26+0.3% | Added |
| Kula Investments, LLC | 10,105 | $306.9K | 0.08% | +10,105 | New |
| Arete Wealth Advisors, LLC | 10,155 | $308.0K | 0.03% | +10,155 | New |
| Legacy Capital Group California, Inc. | 10,246 | $311.2K | 0.15% | +10,246 | New |
| Fiduciary Trust Co | 10,264 | $311.7K | 0.01% | −54,378−84.1% | Reduced |
| Kinneret Advisory, LLC | 10,426 | $316.6K | 0.04% | −560−5.1% | Reduced |
| Texas Yale Capital Corp. | 10,692 | $324.7K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10,719 | $325.5K | 0.20% | −10.0% | Reduced |
| Lincoln Capital Corp | 10,796 | $327.9K | 0.19% | 00.0% | Unchanged |
| Veritable, L.P. | 10,803 | $328.1K | 0.01% | +1,228+12.8% | Added |
| Everence Capital Management Inc | 10,900 | $331.0K | 0.03% | 00.0% | Unchanged |
| United Services Automobile Association | 11,060 | $335.9K | 0.01% | −7,059−39.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,072 | $336.3K | 0.01% | +634+6.1% | Added |
| Blueshift Asset Management, LLC | 11,164 | $339.1K | 0.14% | +11,164 | New |
| Cetera Advisors LLC | 11,276 | $342.5K | 0.01% | +404+3.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 11,523 | $350.0K | 0.01% | +1,390+13.7% | Added |
| Waldron Private Wealth LLC | 11,724 | $356.1K | 0.02% | +1,040+9.7% | Added |
| Cary Street Partner Investment Advisory LLC | 11,758 | $357.1K | 0.03% | −74−0.6% | Reduced |
| Profund Advisors LLC | 11,801 | $358.4K | 0.02% | +2,390+25.4% | Added |
| CWM, LLC | 11,857 | $360.0K | 0.00% | +3,765+46.5% | Added |
| TD Private Client Wealth LLC | 11,907 | $361.6K | 0.02% | +2,526+26.9% | Added |
| Wills Financial Group, Inc. | 11,995 | $364.3K | 0.20% | −12,095−50.2% | Reduced |
| Pinnacle Holdings, LLC | 12,025 | $365.2K | 0.17% | +1,865+18.4% | Added |
| Continuum Advisory, LLC | 12,046 | $365.8K | 0.06% | −54−0.4% | Reduced |
| Stevens Capital Management LP | 12,105 | $368.0K | 0.09% | +12,105 | New |
| Vestcor Inc | 12,197 | $370.0K | 0.01% | −7,727−38.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 12,197 | $370.4K | 0.13% | −59−0.5% | Reduced |
| Altfest L J & Co Inc | 12,211 | $371.0K | 0.06% | +2,504+25.8% | Added |
| BHZ Capital Management, LP | 12,308 | $373.8K | 0.23% | +12,308 | New |
| Desjardins Global Asset Management Inc. | 12,370 | $376.0K | 0.05% | −549−4.2% | Reduced |
| Summit X, LLC | 12,482 | $379.1K | 0.10% | −163−1.3% | Reduced |
| Stephens Inc | 12,649 | $384.2K | 0.01% | −5,603−30.7% | Reduced |
| Empirical Finance, LLC | 12,710 | $386.0K | 0.04% | +695+5.8% | Added |
| Cresset Asset Management, LLC | 12,716 | $386.2K | 0.01% | −1,919−13.1% | Reduced |
| Arkadios Wealth Advisors | 12,904 | $391.9K | 0.05% | −66−0.5% | Reduced |
| Crestwood Advisors Group LLC | 13,060 | $396.6K | 0.01% | +13,060 | New |
| Advisory Services Network, LLC | 13,301 | $404.0K | 0.01% | +134+1.0% | Added |
| Beacon Pointe Advisors, LLC | 13,355 | $405.6K | 0.01% | +1,292+10.7% | Added |
| PGGM Investments | 13,770 | $418.0K | 0.01% | +3,760+37.6% | Added |
| Unigestion Holding SA | 13,588 | $418.1K | 0.02% | −3,922−22.4% | Reduced |
| Coldstream Capital Management Inc | 13,855 | $420.8K | 0.01% | −43−0.3% | Reduced |
| Black Maple Capital Management LP | 14,000 | $425.2K | 0.53% | +14,000 | New |
| CFO4Life Group, LLC | 14,181 | $430.7K | 0.10% | +94+0.7% | Added |
| Archer Investment Corp | 12,113 | $432.4K | 0.16% | +12,000+10,619.5% | Added |
| Ferguson Wellman Capital Management, Inc | 14,465 | $439.3K | 0.01% | −835−5.5% | Reduced |
| Washington Capital Management Inc | 14,475 | $439.6K | 0.39% | 00.0% | Unchanged |
| StoneX Group Inc. | 14,511 | $440.7K | 0.05% | +1,988+15.9% | Added |
| Commerce Bank | 14,555 | $442.0K | 0.00% | +319+2.2% | Added |
| IFP Advisors, Inc | 10,648 | $443.3K | 0.02% | −12,138−53.3% | Reduced |
| Greenleaf Trust | 14,682 | $445.9K | 0.01% | −784−5.1% | Reduced |
| Ieq Capital, LLC | 14,691 | $446.1K | 0.01% | −3,087−17.4% | Reduced |