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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 1,579 | $48.0K | 0.01% | +375+31.1% | Added |
| ING Groep NV | 1,577 | $47.9K | 0.00% | −82,748−98.1% | Reduced |
| Deseret Mutual Benefit Administrators | 1,552 | $47.1K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,434 | $43.6K | 0.00% | +384+36.6% | Added |
| AdvisorNet Financial, Inc | 1,400 | $42.5K | 0.00% | +1,340+2,233.3% | Added |
| Delta Asset Management LLC | 1,398 | $42.5K | 0.00% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 1,350 | $41.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,330 | $40.4K | 0.01% | +785+144.0% | Added |
| Ci Investments Inc. | 1,316 | $40.0K | 0.00% | −71−5.1% | Reduced |
| Ellevest, Inc. | 1,317 | $40.0K | 0.00% | −1,454−52.5% | Reduced |
| Baker Avenue Asset Management, LP | 1,304 | $39.6K | 0.00% | +41+3.2% | Added |
| Resurgent Financial Advisors LLC | 1,255 | $38.1K | 0.03% | +546+77.0% | Added |
| Nordwand Advisors, LLC | 1,190 | $36.1K | 0.01% | −25,091−95.5% | Reduced |
| Spire Wealth Management | 1,070 | $32.5K | 0.00% | +66+6.6% | Added |
| Compagnie Lombard Odier SCmA | 1,065 | $32.3K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,064 | $32.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 1,048 | $31.8K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 990 | $30.1K | 0.01% | −1,388−58.4% | Reduced |
| Zions Bancorporation, N.A. | 968 | $29.4K | 0.00% | −38−3.8% | Reduced |
| Clear Street Markets LLC | 964 | $29.0K | 0.01% | +466+93.6% | Added |
| State of Wyoming | 910 | $27.6K | 0.01% | +73+8.7% | Added |
| Sageworth Trust Co | 902 | $27.4K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 875 | $26.6K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 831 | $25.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 828 | $25.1K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 809 | $25.0K | 0.00% | +492+155.2% | Added |
| Canton Hathaway, LLC | 790 | $24.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 725 | $22.0K | 0.00% | −150−17.1% | Reduced |
| Central Trust Co | 700 | $21.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 657 | $20.0K | 0.01% | +440+202.8% | Added |
| TCI Wealth Advisors, Inc. | 647 | $19.6K | 0.00% | −566−46.7% | Reduced |
| Massmutual Trust Co FSB | 603 | $18.3K | 0.00% | +178+41.9% | Added |
| Cambridge Trust Co | 600 | $18.2K | 0.00% | +600 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $18.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 575 | $17.5K | 0.01% | +55+10.6% | Added |
| Quarry LP | 570 | $17.3K | 0.01% | +121+26.9% | Added |
| Global Financial Private Client, LLC | 571 | $17.2K | 0.01% | +515+919.6% | Added |
| Valley National Advisers Inc | 611 | $17.0K | 0.00% | +600+5,454.5% | Added |
| Bank of New Hampshire | 550 | $16.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 550 | $16.7K | 0.00% | +550 | New |
| McIlrath & Eck, LLC | 542 | $16.5K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 542 | $16.5K | 0.00% | +447+470.5% | Added |
| Cullen/Frost Bankers, Inc. | 531 | $16.1K | 0.00% | +47+9.7% | Added |
| NVWM, LLC | 529 | $16.1K | 0.01% | −156−22.8% | Reduced |
| Clearview Wealth Advisors LLC | 506 | $15.4K | 0.02% | +4+0.8% | Added |
| Ameritas Advisory Services, LLC | 519 | $15.1K | 0.00% | +519 | New |
| Jones Financial Companies LLLP | 485 | $14.7K | 0.00% | −393−44.8% | Reduced |
| Venturi Wealth Management, LLC | 450 | $13.7K | 0.00% | +450 | New |
| Lindbrook Capital, LLC | 440 | $13.4K | 0.00% | −548−55.5% | Reduced |
| Global Retirement Partners, LLC | 493 | $12.9K | 0.00% | −35−6.6% | Reduced |
| NewSquare Capital LLC | 409 | $12.4K | 0.00% | +25+6.5% | Added |
| West Oak Capital, LLC | 400 | $12.1K | 0.01% | +400 | New |
| Financial Synergies Wealth Advisors, Inc. | 398 | $12.1K | 0.00% | +398 | New |
| Concord Wealth Partners | 385 | $11.7K | 0.00% | −121−23.9% | Reduced |
| TD Waterhouse Canada Inc. | 366 | $11.1K | 0.00% | +106+40.8% | Added |
| FinTrust Capital Advisors, LLC | 263 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 332 | $10.1K | 0.00% | +332 | 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 |
| WealthPLAN Partners, LLC | 321 | $9.74K | 0.00% | +321 | New |
| Worth Asset Management, LLC | 300 | $9.12K | 0.01% | +166+123.9% | Added |
| Godsey & Gibb Associates | 300 | $9.11K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 285 | $9.00K | 0.00% | +285 | New |
| Ahrens Investment Partners LLC | 288 | $8.75K | 0.00% | +288 | New |
| Heritage Wealth Advisors | 287 | $8.72K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 267 | $8.11K | 0.00% | −115−30.1% | Reduced |
| Schubert & Co | 261 | $7.93K | 0.01% | −45−14.7% | Reduced |
| Versant Capital Management, Inc | 259 | $7.87K | 0.00% | −1−0.4% | Reduced |
| Arlington Partners LLC | 244 | $7.41K | 0.00% | −189−43.6% | Reduced |
| Earnest Partners LLC | 244 | $7.41K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 222 | $6.74K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 218 | $6.62K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 211 | $6.41K | 0.01% | −92−30.4% | Reduced |
| Creative Financial Designs Inc | 210 | $6.38K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 209 | $6.35K | 0.00% | −6,259−96.8% | Reduced |
| Atlas Capital Advisors LLC | 200 | $6.07K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $6.07K | 0.00% | +200 | New |
| Smithfield Trust Co | 190 | $6.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 195 | $5.92K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 186 | $5.65K | 0.00% | +155+500.0% | Added |
| Column Capital Advisors, LLC | 174 | $5.28K | 0.00% | +174 | New |
| Private Ocean, LLC | 173 | $5.25K | 0.00% | +173 | New |
| Fortis Capital Advisors, LLC | 170 | $5.16K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 166 | $5.04K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 175 | $5.00K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $4.98K | 0.00% | +164 | New |
| Colonial Trust Co | 155 | $4.77K | 0.00% | −13−7.7% | Reduced |
| Colonial Trust Advisors | 152 | $4.62K | 0.00% | −20−11.6% | Reduced |
| WR Wealth Planners, LLC | 149 | $4.53K | 0.00% | +149 | New |
| Bartlett & Co. Wealth Management LLC | 148 | $4.50K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $4.43K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $4.40K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 144 | $4.37K | 0.00% | +144 | New |
| Eukles Asset Management | 140 | $4.25K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 137 | $4.16K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 130 | $3.95K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $3.80K | 0.00% | +125 | New |
| Baldwin Brothers Inc | 125 | $3.80K | 0.00% | 00.0% | Unchanged |