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 | 861 | $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 |
|---|---|---|---|---|---|
| Infrastructure Capital Advisors, LLC | 21,043 | $639.1K | 0.13% | +13,987+198.2% | Added |
| Sciencast Management LP | 25,916 | $636.2K | 0.84% | +25,916 | New |
| Emerald Mutual Fund Advisers Trust | 20,930 | $635.6K | 0.04% | +20,930 | New |
| Metis Global Partners, LLC | 20,784 | $631.2K | 0.04% | +5,038+32.0% | Added |
| Oppenheimer & Co Inc | 20,693 | $628.4K | 0.01% | +2,020+10.8% | Added |
| Edgestream Partners, L.P. | 20,685 | $628.2K | 0.07% | +20,685 | New |
| Linden Thomas Advisory Services, LLC | 20,677 | $628.0K | 0.16% | −28−0.1% | Reduced |
| Lincoln National Corp | 20,231 | $614.4K | 0.01% | +2,175+12.0% | Added |
| SG Americas Securities, LLC | 19,933 | $605.0K | 0.01% | −19,233−49.1% | Reduced |
| Advisors Asset Management, Inc. | 19,382 | $588.6K | 0.01% | −1,407−6.8% | Reduced |
| Fort Sheridan Advisors LLC | 19,201 | $583.1K | 0.15% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 18,922 | $574.7K | 0.02% | −15,432−44.9% | Reduced |
| DRW Securities, LLC | 18,695 | $568.0K | 0.08% | +18,695 | New |
| Gotham Asset Management, LLC | 18,622 | $565.5K | 0.01% | +6,152+49.3% | Added |
| Newman Dignan & Sheerar, Inc. | 18,125 | $550.5K | 0.18% | +4,628+34.3% | Added |
| Bridgeway Capital Management, LLC | 17,800 | $540.6K | 0.01% | −23,400−56.8% | Reduced |
| Panagora Asset Management Inc | 17,743 | $538.9K | 0.00% | −13,915−44.0% | Reduced |
| Groesbeck Investment Management Corp | 17,687 | $537.0K | 0.80% | +11,537+187.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,524 | $532.0K | 0.04% | −238−1.3% | Reduced |
| Csenge Advisory Group | 17,479 | $530.8K | 0.04% | +463+2.7% | Added |
| Achmea Investment Management B.V. | 17,314 | $526.0K | 0.02% | 00.0% | Unchanged |
| Axq Capital, LP | 17,300 | $525.4K | 0.21% | +17,300 | New |
| Salzhauer Michael | 17,201 | $522.4K | 0.48% | 00.0% | Unchanged |
| Coastline Trust Co | 16,988 | $515.9K | 0.08% | −26,447−60.9% | Reduced |
| Vinva Investment Management Ltd | 16,514 | $508.1K | 0.04% | +16,514 | New |
| Thomas White International Ltd | 16,595 | $504.0K | 0.11% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 16,400 | $498.1K | 0.18% | −100−0.6% | Reduced |
| Pointe Capital Management LLC | 16,388 | $497.7K | 0.36% | −1,596−8.9% | Reduced |
| Hall Capital Management Co Inc | 15,948 | $484.3K | 0.29% | −16,872−51.4% | Reduced |
| Cutler Group LP | 15,966 | $484.0K | 0.08% | +15,579+4,025.6% | Added |
| Robeco Institutional Asset Management B.V. | 15,598 | $473.7K | 0.00% | +87+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,530 | $472.0K | 0.02% | +1,750+12.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 15,481 | $470.2K | 0.01% | +46+0.3% | Added |
| Graham Capital Management, L.P. | 15,478 | $470.1K | 0.02% | +15,478 | New |
| Prelude Capital Management, LLC | 15,290 | $464.4K | 0.03% | −21,602−58.6% | Reduced |
| Epoch Investment Partners, Inc. | 15,124 | $459.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 15,012 | $455.9K | 0.00% | −15,545−50.9% | Reduced |
| Court Place Advisors, LLC | 14,850 | $451.0K | 0.16% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 14,815 | $449.9K | 0.39% | +7,504+102.6% | Added |
| Ieq Capital, LLC | 14,691 | $446.1K | 0.01% | −3,087−17.4% | Reduced |
| Greenleaf Trust | 14,682 | $445.9K | 0.01% | −784−5.1% | Reduced |
| IFP Advisors, Inc | 10,648 | $443.3K | 0.02% | −12,138−53.3% | Reduced |
| Commerce Bank | 14,555 | $442.0K | 0.00% | +319+2.2% | Added |
| StoneX Group Inc. | 14,511 | $440.7K | 0.05% | +1,988+15.9% | Added |
| Washington Capital Management Inc | 14,475 | $439.6K | 0.39% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 14,465 | $439.3K | 0.01% | −835−5.5% | Reduced |
| Archer Investment Corp | 12,113 | $432.4K | 0.16% | +12,000+10,619.5% | Added |
| CFO4Life Group, LLC | 14,181 | $430.7K | 0.10% | +94+0.7% | Added |
| Black Maple Capital Management LP | 14,000 | $425.2K | 0.53% | +14,000 | New |
| Coldstream Capital Management Inc | 13,855 | $420.8K | 0.01% | −43−0.3% | Reduced |
| Unigestion Holding SA | 13,588 | $418.1K | 0.02% | −3,922−22.4% | Reduced |
| PGGM Investments | 13,770 | $418.0K | 0.01% | +3,760+37.6% | Added |
| Beacon Pointe Advisors, LLC | 13,355 | $405.6K | 0.01% | +1,292+10.7% | Added |
| Advisory Services Network, LLC | 13,301 | $404.0K | 0.01% | +134+1.0% | Added |
| Crestwood Advisors Group LLC | 13,060 | $396.6K | 0.01% | +13,060 | New |
| Arkadios Wealth Advisors | 12,904 | $391.9K | 0.05% | −66−0.5% | Reduced |
| Cresset Asset Management, LLC | 12,716 | $386.2K | 0.01% | −1,919−13.1% | Reduced |
| Empirical Finance, LLC | 12,710 | $386.0K | 0.04% | +695+5.8% | Added |
| Stephens Inc | 12,649 | $384.2K | 0.01% | −5,603−30.7% | Reduced |
| Summit X, LLC | 12,482 | $379.1K | 0.10% | −163−1.3% | Reduced |
| Desjardins Global Asset Management Inc. | 12,370 | $376.0K | 0.05% | −549−4.2% | Reduced |
| BHZ Capital Management, LP | 12,308 | $373.8K | 0.23% | +12,308 | New |
| Altfest L J & Co Inc | 12,211 | $371.0K | 0.06% | +2,504+25.8% | Added |
| Legacy Wealth Asset Management, LLC | 12,197 | $370.4K | 0.13% | −59−0.5% | Reduced |
| Vestcor Inc | 12,197 | $370.0K | 0.01% | −7,727−38.8% | Reduced |
| Stevens Capital Management LP | 12,105 | $368.0K | 0.09% | +12,105 | New |
| Continuum Advisory, LLC | 12,046 | $365.8K | 0.06% | −54−0.4% | Reduced |
| Pinnacle Holdings, LLC | 12,025 | $365.2K | 0.17% | +1,865+18.4% | Added |
| Wills Financial Group, Inc. | 11,995 | $364.3K | 0.20% | −12,095−50.2% | Reduced |
| TD Private Client Wealth LLC | 11,907 | $361.6K | 0.02% | +2,526+26.9% | Added |
| CWM, LLC | 11,857 | $360.0K | 0.00% | +3,765+46.5% | Added |
| Profund Advisors LLC | 11,801 | $358.4K | 0.02% | +2,390+25.4% | Added |
| Cary Street Partner Investment Advisory LLC | 11,758 | $357.1K | 0.03% | −74−0.6% | Reduced |
| Waldron Private Wealth LLC | 11,724 | $356.1K | 0.02% | +1,040+9.7% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 11,523 | $350.0K | 0.01% | +1,390+13.7% | Added |
| Cetera Advisors LLC | 11,276 | $342.5K | 0.01% | +404+3.7% | Added |
| Blueshift Asset Management, LLC | 11,164 | $339.1K | 0.14% | +11,164 | New |
| B. Metzler seel. Sohn & Co. AG | 11,072 | $336.3K | 0.01% | +634+6.1% | Added |
| United Services Automobile Association | 11,060 | $335.9K | 0.01% | −7,059−39.0% | Reduced |
| Everence Capital Management Inc | 10,900 | $331.0K | 0.03% | 00.0% | Unchanged |
| Veritable, L.P. | 10,803 | $328.1K | 0.01% | +1,228+12.8% | Added |
| Lincoln Capital Corp | 10,796 | $327.9K | 0.19% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10,719 | $325.5K | 0.20% | −10.0% | Reduced |
| Texas Yale Capital Corp. | 10,692 | $324.7K | 0.02% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 10,426 | $316.6K | 0.04% | −560−5.1% | Reduced |
| Fiduciary Trust Co | 10,264 | $311.7K | 0.01% | −54,378−84.1% | Reduced |
| Legacy Capital Group California, Inc. | 10,246 | $311.2K | 0.15% | +10,246 | New |
| Arete Wealth Advisors, LLC | 10,155 | $308.0K | 0.03% | +10,155 | New |
| Kula Investments, LLC | 10,105 | $306.9K | 0.08% | +10,105 | New |
| Brown, Lisle/Cummings, Inc. | 10,054 | $305.3K | 0.15% | +26+0.3% | Added |
| 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 |
| Toroso Investments, LLC | 9,946 | $302.0K | 0.01% | +9,946 | New |
| Wealthspire Advisors, LLC | 9,943 | $302.0K | 0.01% | −281−2.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,844 | $299.0K | 0.02% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 9,773 | $297.0K | 0.00% | −3,145−24.3% | Reduced |
| Signaturefd, LLC | 9,764 | $296.5K | 0.01% | −1,113−10.2% | Reduced |
| Cobblestone Capital Advisors LLC | 9,723 | $295.3K | 0.02% | +9,723 | New |
| Measured Wealth Private Client Group, LLC | 9,666 | $293.6K | 0.11% | −653−6.3% | Reduced |
| Chesley Taft & Associates LLC | 9,625 | $292.3K | 0.02% | +525+5.8% | Added |