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 |
|---|---|---|---|---|---|
| Keybank National Association | 9,587 | $291.2K | 0.00% | −6,909−41.9% | Reduced |
| Cedrus LLC | 9,548 | $290.0K | 0.20% | +364+4.0% | Added |
| Intrua Financial, LLC | 11,673 | $289.5K | 0.06% | +95+0.8% | Added |
| Meeder Advisory Services, Inc. | 9,445 | $286.8K | 0.03% | −518−5.2% | Reduced |
| Industrial Alliance Investment Management Inc. | 9,363 | $284.0K | 0.01% | +9,363 | New |
| IFG Advisory, LLC | 9,335 | $283.5K | 0.03% | +2,504+36.7% | Added |
| Balentine LLC | 9,322 | $283.1K | 0.01% | −14,674−61.2% | Reduced |
| Advisors Capital Management, LLC | 9,328 | $283.0K | 0.01% | +9+0.1% | Added |
| Fort Washington Investment Advisors Inc | 9,298 | $282.4K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9,276 | $281.0K | 0.00% | −65,025−87.5% | Reduced |
| Alps Advisors Inc | 9,150 | $277.9K | 0.00% | +9,150 | New |
| Caption Management, LLC | 9,000 | $273.3K | 0.06% | +9,000 | New |
| Connable Office Inc | 8,983 | $272.8K | 0.04% | +1,809+25.2% | Added |
| Koshinski Asset Management, Inc. | 8,982 | $272.8K | 0.03% | −247−2.7% | Reduced |
| Parallel Advisors, LLC | 8,973 | $272.5K | 0.01% | −1,554−14.8% | Reduced |
| Jefferies Financial Group Inc. | 8,916 | $270.8K | 0.01% | +8,916 | New |
| Clear Harbor Asset Management, LLC | 8,865 | $269.2K | 0.03% | +1,665+23.1% | Added |
| Avantax Advisory Services, Inc. | 8,719 | $264.8K | 0.00% | +2,095+31.6% | Added |
| Dakota Wealth Management | 8,666 | $263.2K | 0.02% | −1,552−15.2% | Reduced |
| Atria Wealth Solutions, Inc. | 8,602 | $261.2K | 0.00% | +3,365+64.3% | Added |
| Symmetry Partners, LLC | 8,536 | $259.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 8,464 | $257.1K | 0.00% | −224−2.6% | Reduced |
| Raymond James Trust N.A. | 8,436 | $256.0K | 0.01% | +1,836+27.8% | Added |
| Gladstone Institutional Advisory LLC | 8,393 | $254.9K | 0.02% | +446+5.6% | Added |
| Pinnacle Associates Ltd | 8,392 | $254.9K | 0.01% | +1,268+17.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,390 | $254.8K | 0.01% | −337−3.9% | Reduced |
| AM Squared Ltd | 8,200 | $249.0K | 0.19% | +400+5.1% | Added |
| Watershed Asset Management, L.L.C. | 8,113 | $246.4K | 0.30% | +1,441+21.6% | Added |
| Echo Street Capital Management LLC | 7,658 | $232.6K | 0.00% | +7,658 | New |
| Penserra Capital Management LLC | 7,711 | $232.0K | 0.00% | −131−1.7% | Reduced |
| Forum Financial Management, LP | 7,598 | $230.8K | 0.01% | −496−6.1% | Reduced |
| Lido Advisors, LLC | 7,583 | $230.3K | 0.00% | −3,204−29.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 7,558 | $230.0K | 0.01% | −77−1.0% | Reduced |
| 44 Wealth Management LLC | 7,566 | $229.8K | 0.08% | +7,566 | New |
| Centennial Wealth Advisory LLC | 7,555 | $229.5K | 0.12% | −365−4.6% | Reduced |
| Wetherby Asset Management Inc | 7,481 | $227.2K | 0.01% | +448+6.4% | Added |
| Gsa Capital Partners LLP | 7,336 | $223.0K | 0.02% | +7,336 | New |
| Horizon Investments, LLC | 7,420 | $222.1K | 0.01% | −1,385−15.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,273 | $220.9K | 0.02% | −72−1.0% | Reduced |
| Modera Wealth Management, LLC | 7,224 | $219.4K | 0.01% | +7,224 | New |
| Steward Partners Investment Advisory, LLC | 7,199 | $218.6K | 0.00% | −2,140−22.9% | Reduced |
| 1620 Investment Advisors, Inc. | 7,192 | $218.4K | 0.26% | +7,192 | New |
| Innovis Asset Management LLC | 7,139 | $216.8K | 0.09% | +343+5.0% | Added |
| Nations Financial Group Inc, | 7,125 | $216.4K | 0.02% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 7,098 | $215.6K | 0.00% | +7,098 | New |
| CRA Financial Services, LLC | 7,040 | $213.8K | 0.06% | +100+1.4% | Added |
| Sterling Investment Counsel, LLC | 6,938 | $210.7K | 0.13% | +15+0.2% | Added |
| Apollon Wealth Management, LLC | 6,900 | $209.6K | 0.01% | −369−5.1% | Reduced |
| Montchanin Asset Management, LLC | 6,900 | $209.0K | 0.26% | 00.0% | Unchanged |
| First County Bank | 6,803 | $206.6K | 0.10% | −99−1.4% | Reduced |
| Virtue Capital Management, LLC | 7,065 | $206.0K | 0.03% | +7,065 | New |
| Peoples Bank | 6,721 | $204.1K | 0.13% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,704 | $203.6K | 0.01% | −8,650−56.3% | Reduced |
| HFG Advisors, Inc. | 6,680 | $202.9K | 0.23% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 6,654 | $202.8K | 0.01% | −33−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 6,670 | $202.6K | 0.01% | +6,670 | New |
| Horan Securities, Inc. | 6,572 | $199.6K | 0.10% | +214+3.4% | Added |
| Liberty One Investment Management, LLC | 6,506 | $197.6K | 0.03% | −97−1.5% | Reduced |
| AIA Group Ltd | 6,412 | $194.7K | 0.01% | −620−8.8% | Reduced |
| Banque Cantonale Vaudoise | 6,392 | $194.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,343 | $192.6K | 0.00% | +1,555+32.5% | Added |
| Umb Bank N A | 6,308 | $191.6K | 0.00% | −49−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 6,022 | $182.9K | 0.01% | −315−5.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,490 | $166.7K | 0.00% | −475−8.0% | Reduced |
| Huntington National Bank | 5,430 | $164.9K | 0.00% | +85+1.6% | Added |
| First Horizon Advisors, Inc. | 5,350 | $162.5K | 0.01% | +67+1.3% | Added |
| Washington Trust Co | 5,350 | $162.5K | 0.01% | −1,000−15.7% | Reduced |
| Raleigh Capital Management Inc. | 5,278 | $160.3K | 0.08% | +5,101+2,881.9% | Added |
| Ronald Blue Trust, Inc. | 3,971 | $156.0K | 0.00% | +450+12.8% | Added |
| Artal Group S.A. | 5,000 | $152.0K | 0.01% | +5,000 | New |
| Glen Eagle Advisors, LLC | 4,886 | $148.4K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 4,614 | $140.1K | 0.01% | −755−14.1% | Reduced |
| Lansing Street Advisors | 4,355 | $132.2K | 0.08% | −4,535−51.0% | Reduced |
| Systematic Alpha Investments, LLC | 3,860 | $117.2K | 0.01% | +3,860 | New |
| Kapitalo Investimentos Ltda | 3,655 | $111.0K | 0.04% | +3,655 | New |
| EMC Capital Management | 3,591 | $109.0K | 0.09% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 3,576 | $108.6K | 0.01% | −1,328−27.1% | Reduced |
| Armstrong Advisory Group, Inc | 3,502 | $106.4K | 0.01% | −703−16.7% | Reduced |
| Exchange Traded Concepts, LLC | 3,265 | $99.2K | 0.00% | +2,929+871.7% | Added |
| Headlands Technologies LLC | 3,152 | $95.7K | 0.06% | +2,339+287.7% | Added |
| Clearstead Advisors, LLC | 3,140 | $95.4K | 0.01% | −42−1.3% | Reduced |
| West Paces Advisors Inc. | 2,939 | $89.3K | 0.03% | +625+27.0% | Added |
| EverSource Wealth Advisors, LLC | 2,905 | $88.2K | 0.01% | −794−21.5% | Reduced |
| Benjamin Edwards Inc | 2,879 | $87.0K | 0.02% | +2,879 | New |
| Covestor Ltd | 2,777 | $84.0K | 0.07% | −271−8.9% | Reduced |
| Trust Co of Vermont | 2,694 | $81.8K | 0.01% | +2,694 | New |
| Seaport Global Advisors, LLC | 2,666 | $81.0K | 0.26% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,647 | $80.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,523 | $76.6K | 0.02% | −1,367−35.1% | Reduced |
| GWM Advisors LLC | 2,462 | $74.8K | 0.00% | −7,047−74.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,457 | $74.6K | 0.01% | +774+46.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 2,432 | $73.9K | 0.00% | −64,223−96.4% | Reduced |
| Whittier Trust Co | 2,291 | $69.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,212 | $67.2K | 0.00% | −1,959−47.0% | Reduced |
| Johnson Financial Group, Inc. | 2,013 | $61.1K | 0.00% | +1,592+378.1% | Added |
| Private Trust Co NA | 1,919 | $58.3K | 0.01% | +5+0.3% | Added |
| Alta Advisers Ltd | 1,900 | $57.7K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,786 | $54.2K | 0.01% | −377−17.4% | Reduced |
| Montag A & Associates Inc | 1,648 | $50.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,621 | $49.2K | 0.02% | 00.0% | Unchanged |