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, Q2 2023
Institutional positions in Citizens Financial Group Inc as of Jun 30, 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
- 693
- −45 vs. Q1 2023
- Shares held
- 443.6M
- +315.9K (+0.1%) vs. Q1 2023
- Total value
- $11.6B
- −$1.89B (−14.0%) vs. Q1 2023
- New holders
- 83
- 228 more added
- Sold out
- 128
- 288 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 492 | $12.8K | 0.00% | +52+11.8% | Added |
| Concord Wealth Partners | 506 | $13.2K | 0.00% | +121+31.4% | Added |
| Clearview Wealth Advisors LLC | 515 | $13.4K | 0.01% | +9+1.8% | Added |
| McIlrath & Eck, LLC | 542 | $14.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 550 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $14.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 553 | $14.4K | 0.01% | −495−47.2% | Reduced |
| NVWM, LLC | 564 | $14.7K | 0.00% | +35+6.6% | Added |
| Spire Wealth Management | 579 | $15.1K | 0.00% | −491−45.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 600 | $15.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 602 | $15.7K | 0.00% | −832−58.0% | Reduced |
| Valley National Advisers Inc | 611 | $16.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 626 | $16.3K | 0.01% | −34,199−98.2% | Reduced |
| Clear Street Markets LLC | 633 | $17.0K | 0.01% | −331−34.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 657 | $17.1K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 677 | $18.0K | 0.01% | +677 | New |
| Central Trust Co | 700 | $18.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 718 | $18.7K | 0.01% | +500+229.4% | Added |
| Baker Avenue Asset Management, LP | 761 | $19.8K | 0.00% | −543−41.6% | Reduced |
| Farther Finance Advisors, LLC | 782 | $20.4K | 0.00% | +207+36.0% | Added |
| Carolinas Wealth Consulting LLC | 845 | $22.0K | 0.00% | +14+1.7% | Added |
| West Paces Advisors Inc. | 966 | $25.2K | 0.01% | −1,973−67.1% | Reduced |
| Massmutual Trust Co FSB | 984 | $25.7K | 0.00% | +381+63.2% | Added |
| Fiduciary Alliance LLC | 985 | $25.7K | 0.01% | +985 | New |
| Loomis Sayles & Co L P | 987 | $26.0K | 0.00% | +987 | New |
| Glassman Wealth Services | 1,011 | $26.4K | 0.00% | −568−36.0% | Reduced |
| Asset Dedication, LLC | 1,010 | $27.0K | 0.00% | +201+24.8% | Added |
| Compagnie Lombard Odier SCmA | 1,065 | $27.8K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,152 | $30.0K | 0.00% | −2,350−67.1% | Reduced |
| Nordwand Advisors, LLC | 1,190 | $31.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 1,217 | $31.7K | 0.01% | +307+33.7% | Added |
| Harbour Investments, Inc. | 1,229 | $32.1K | 0.00% | −983−44.4% | Reduced |
| Private Trust Co NA | 1,308 | $34.1K | 0.00% | −611−31.8% | Reduced |
| Union Investments & Development Ltd. | 1,350 | $35.2K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,398 | $36.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,439 | $37.5K | 0.00% | +471+48.7% | Added |
| Ci Investments Inc. | 1,450 | $38.0K | 0.00% | +134+10.2% | Added |
| AdvisorNet Financial, Inc | 1,477 | $38.5K | 0.00% | +77+5.5% | Added |
| Parkside Financial Bank & Trust | 1,489 | $38.8K | 0.01% | −297−16.6% | Reduced |
| Elequin Capital LP | 1,495 | $39.0K | 0.02% | +1,495 | New |
| Westpac Banking Corp | 1,546 | $40.3K | 0.00% | −63,876−97.6% | Reduced |
| Allworth Financial LP | 1,560 | $40.7K | 0.00% | −4,783−75.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,578 | $41.2K | 0.03% | +1,578 | New |
| Leonteq Securities AG | 1,635 | $42.6K | 0.00% | +1,093+201.7% | Added |
| Paradigm Asset Management Co LLC | 1,749 | $45.6K | 0.01% | −20,980−92.3% | Reduced |
| Deseret Mutual Benefit Administrators | 1,819 | $47.4K | 0.02% | +267+17.2% | Added |
| Alta Advisers Ltd | 1,900 | $49.6K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,291 | $59.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,346 | $61.2K | 0.00% | +333+16.5% | Added |
| FSC Wealth Advisors, LLC | 2,400 | $62.6K | 0.06% | +2,400 | New |
| South Dakota Investment Council | 2,400 | $63.0K | 0.00% | +2,400 | New |
| Grove Bank & Trust | 2,523 | $65.8K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,568 | $67.0K | 0.00% | +2,568 | New |
| Quent Capital, LLC | 2,647 | $69.0K | 0.01% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,666 | $69.5K | 0.20% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,835 | $73.9K | 0.00% | +373+15.2% | Added |
| Benjamin Edwards Inc | 2,887 | $75.0K | 0.02% | +8+0.3% | Added |
| Clearstead Advisors, LLC | 2,967 | $77.4K | 0.00% | −173−5.5% | Reduced |
| Neo Ivy Capital Management | 2,997 | $78.0K | 0.04% | +2,997 | New |
| Sentry Investment Management LLC | 3,406 | $89.0K | 0.03% | +3,406 | New |
| Van Eck Associates Corp | 3,542 | $92.0K | 0.00% | +3,542 | New |
| EMC Capital Management | 3,591 | $94.0K | 0.19% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,737 | $97.5K | 0.00% | −1,613−30.1% | Reduced |
| EverSource Wealth Advisors, LLC | 3,748 | $97.7K | 0.01% | +843+29.0% | Added |
| V-Square Quantitative Management LLC | 3,858 | $100.6K | 0.07% | +3,858 | New |
| Kistler-Tiffany Companies, LLC | 3,975 | $103.7K | 0.02% | +1,518+61.8% | Added |
| Desjardins Global Asset Management Inc. | 4,009 | $104.5K | 0.01% | −8,361−67.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,092 | $106.7K | 0.00% | −3,107−43.2% | Reduced |
| Gradient Investments LLC | 4,148 | $108.2K | 0.00% | −408,716−99.0% | Reduced |
| Federated Hermes, Inc. | 4,231 | $110.3K | 0.00% | −133,460−96.9% | Reduced |
| Lansing Street Advisors | 4,421 | $115.3K | 0.07% | +66+1.5% | Added |
| Meitav Dash Investments Ltd | 4,506 | $116.8K | 0.00% | +4,506 | New |
| Quadrant Capital Group LLC | 4,619 | $120.5K | 0.01% | +1,043+29.2% | Added |
| Raleigh Capital Management Inc. | 4,955 | $129.2K | 0.06% | −323−6.1% | Reduced |
| Signaturefd, LLC | 5,234 | $136.5K | 0.00% | −4,530−46.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,258 | $137.1K | 0.00% | −232−4.2% | Reduced |
| Covestor Ltd | 5,294 | $138.0K | 0.11% | +2,517+90.6% | Added |
| Washington Trust Co | 5,350 | $139.5K | 0.01% | 00.0% | Unchanged |
| AM Squared Ltd | 5,600 | $146.0K | 0.17% | −2,600−31.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,022 | $157.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 6,054 | $157.9K | 0.00% | +624+11.5% | Added |
| Umb Bank N A | 6,308 | $164.5K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 6,358 | $165.8K | 0.01% | −21,301−77.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 6,500 | $169.5K | 0.10% | +6,500 | New |
| TD Ameritrade Investment Management, LLC | 6,592 | $172.0K | 0.00% | −3,181−32.5% | Reduced |
| Horizon Investments, LLC | 6,882 | $177.1K | 0.01% | −538−7.3% | Reduced |
| Horan Securities, Inc. | 6,842 | $178.4K | 0.08% | +270+4.1% | Added |
| Parallel Advisors, LLC | 7,376 | $192.4K | 0.01% | −1,597−17.8% | Reduced |
| Advisors Capital Management, LLC | 7,675 | $200.0K | 0.00% | −1,653−17.7% | Reduced |
| Family Asset Management, LLC | 7,684 | $200.4K | 0.14% | +7,684 | New |
| Virtue Capital Management, LLC | 7,656 | $201.0K | 0.03% | +591+8.4% | Added |
| Klingenstein Fields & Co LP | 7,757 | $202.3K | 0.01% | +7,757 | New |
| Sterling Investment Counsel, LLC | 7,803 | $203.5K | 0.11% | +865+12.5% | Added |
| Beacon Pointe Advisors, LLC | 7,811 | $203.7K | 0.00% | −5,544−41.5% | Reduced |
| Advisory Services Network, LLC | 7,863 | $205.0K | 0.01% | −5,438−40.9% | Reduced |
| Ancora Advisors, LLC | 7,972 | $207.9K | 0.01% | −64,478−89.0% | Reduced |
| Tower Research Capital LLC (TRC) | 8,040 | $209.7K | 0.01% | −32,070−80.0% | Reduced |
| Watershed Asset Management, L.L.C. | 8,113 | $211.6K | 0.26% | 00.0% | Unchanged |
| Cedrus LLC | 8,198 | $213.8K | 0.15% | −1,350−14.1% | Reduced |