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 |
|---|---|---|---|---|---|
| Ossiam | 8,479 | $221.1K | 0.00% | −37,412−81.5% | Reduced |
| Two Sigma Investments, LP | 8,499 | $221.7K | 0.00% | +8,499 | New |
| Symmetry Partners, LLC | 8,536 | $223.0K | 0.01% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 8,561 | $223.3K | 0.15% | +8,561 | New |
| Pinnacle Associates Ltd | 8,633 | $225.1K | 0.00% | +241+2.9% | Added |
| Fort Washington Investment Advisors Inc | 8,652 | $225.6K | 0.00% | −646−6.9% | Reduced |
| Dakota Wealth Management | 8,666 | $226.0K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 8,703 | $227.0K | 0.01% | +8,703 | New |
| Clear Harbor Asset Management, LLC | 8,865 | $231.2K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 8,899 | $232.1K | 0.05% | +8,899 | New |
| Gladstone Institutional Advisory LLC | 8,983 | $234.3K | 0.01% | +590+7.0% | Added |
| Campbell & CO Investment Adviser LLC | 9,126 | $238.0K | 0.04% | +9,126 | New |
| Badgley Phelps Wealth Managers, LLC | 9,213 | $240.3K | 0.01% | +9,213 | New |
| Alps Advisors Inc | 9,220 | $240.5K | 0.00% | +70+0.8% | Added |
| Continuum Advisory, LLC | 9,299 | $242.5K | 0.04% | −2,747−22.8% | Reduced |
| Prelude Capital Management, LLC | 9,390 | $244.9K | 0.02% | −5,900−38.6% | Reduced |
| Atria Wealth Solutions, Inc. | 9,398 | $245.1K | 0.00% | +796+9.3% | Added |
| Verum Partners LLC | 9,768 | $254.7K | 0.23% | +9,768 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 9,832 | $256.0K | 0.01% | −25,032−71.8% | Reduced |
| iA Global Asset Management Inc. | 9,835 | $256.0K | 0.01% | +9,835 | New |
| Liberty One Investment Management, LLC | 9,883 | $257.8K | 0.03% | +3,377+51.9% | Added |
| Lincoln Capital Corp | 10,000 | $260.8K | 0.13% | −796−7.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $260.8K | 0.09% | 00.0% | Unchanged |
| CSS LLC | 10,000 | $260.8K | 0.02% | +10,000 | New |
| Artal Group S.A. | 10,000 | $261.0K | 0.01% | +5,000+100.0% | Added |
| Wealthspire Advisors, LLC | 10,059 | $262.3K | 0.00% | +116+1.2% | Added |
| DRW Securities, LLC | 10,100 | $263.0K | 0.02% | −8,595−46.0% | Reduced |
| Cobblestone Capital Advisors LLC | 10,184 | $265.6K | 0.02% | +461+4.7% | Added |
| IFG Advisory, LLC | 10,254 | $267.4K | 0.02% | +919+9.8% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 10,298 | $268.6K | 0.01% | −1,225−10.6% | Reduced |
| Avantax Advisory Services, Inc. | 10,382 | $270.8K | 0.00% | +1,663+19.1% | Added |
| Harbour Capital Advisors, LLC | 10,240 | $271.6K | 0.08% | +10,240 | New |
| Ridgewood Investments LLC | 10,419 | $271.7K | 0.15% | −300−2.8% | Reduced |
| Kinneret Advisory, LLC | 10,426 | $271.9K | 0.03% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 10,638 | $277.4K | 0.11% | +392+3.8% | Added |
| Texas Yale Capital Corp. | 10,692 | $278.8K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 10,900 | $281.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 10,895 | $284.1K | 0.02% | +1,051+10.7% | Added |
| Cary Street Partner Investment Advisory LLC | 10,902 | $284.3K | 0.02% | −856−7.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 10,924 | $284.9K | 0.01% | −12,469−53.3% | Reduced |
| Centennial Wealth Advisory LLC | 11,024 | $287.5K | 0.15% | +3,469+45.9% | Added |
| Profund Advisors LLC | 11,130 | $290.3K | 0.02% | −671−5.7% | Reduced |
| Wills Financial Group, Inc. | 11,620 | $303.1K | 0.15% | −375−3.1% | Reduced |
| Hall Capital Management Co Inc | 11,648 | $303.8K | 0.17% | −4,300−27.0% | Reduced |
| Coldstream Capital Management Inc | 11,723 | $305.7K | 0.01% | −2,132−15.4% | Reduced |
| TD Private Client Wealth LLC | 11,849 | $309.0K | 0.01% | −58−0.5% | Reduced |
| Pinnacle Holdings, LLC | 12,025 | $313.6K | 0.14% | 00.0% | Unchanged |
| Archer Investment Corp | 12,113 | $315.9K | 0.11% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 12,126 | $316.2K | 0.01% | −19,956−62.2% | Reduced |
| Bleakley Financial Group, LLC | 12,126 | $316.2K | 0.01% | −19,900−62.1% | Reduced |
| Vestcor Inc | 12,197 | $318.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 12,221 | $318.7K | 0.04% | −683−5.3% | Reduced |
| Sequoia Financial Advisors, LLC | 12,275 | $320.1K | 0.01% | +12,275 | New |
| United Services Automobile Association | 12,286 | $320.4K | 0.01% | +1,226+11.1% | Added |
| Summit X, LLC | 12,353 | $322.2K | 0.08% | −129−1.0% | Reduced |
| Altfest L J & Co Inc | 12,447 | $325.0K | 0.05% | +236+1.9% | Added |
| Epoch Investment Partners, Inc. | 12,617 | $329.1K | 0.00% | −2,507−16.6% | Reduced |
| Stephens Inc | 12,867 | $335.6K | 0.01% | +218+1.7% | Added |
| Robeco Institutional Asset Management B.V. | 13,154 | $343.1K | 0.00% | −2,444−15.7% | Reduced |
| Cetera Advisors LLC | 13,262 | $345.9K | 0.01% | +1,986+17.6% | Added |
| CWM, LLC | 13,457 | $351.0K | 0.00% | +1,600+13.5% | Added |
| Ferguson Wellman Capital Management, Inc | 13,481 | $351.6K | 0.01% | −984−6.8% | Reduced |
| Unigestion Holding SA | 13,588 | $352.3K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 13,597 | $353.0K | 0.01% | +5,886+76.3% | Added |
| Brown, Lisle/Cummings, Inc. | 13,706 | $357.5K | 0.16% | +3,652+36.3% | Added |
| Keybank National Association | 13,809 | $360.1K | 0.00% | +4,222+44.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,910 | $363.0K | 0.02% | −1,620−10.4% | Reduced |
| Commerce Bank | 14,071 | $367.0K | 0.00% | −484−3.3% | Reduced |
| Teza Capital Management LLC | 14,198 | $370.3K | 0.06% | −23,866−62.7% | Reduced |
| Intrua Financial, LLC | 14,290 | $372.7K | 0.07% | +2,617+22.4% | Added |
| Empirical Finance, LLC | 14,341 | $374.0K | 0.03% | +1,631+12.8% | Added |
| Kestra Advisory Services, LLC | 14,410 | $375.8K | 0.00% | −602−4.0% | Reduced |
| Metis Global Partners, LLC | 14,746 | $384.6K | 0.02% | −6,038−29.1% | Reduced |
| Court Place Advisors, LLC | 14,750 | $384.7K | 0.13% | −100−0.7% | Reduced |
| Groesbeck Investment Management Corp | 14,797 | $386.0K | 0.59% | −2,890−16.3% | Reduced |
| Greenleaf Trust | 14,853 | $387.4K | 0.00% | +171+1.2% | Added |
| Boothbay Fund Management, LLC | 15,000 | $391.2K | 0.01% | +15,000 | New |
| New England Research & Management, Inc. | 15,265 | $398.0K | 0.23% | −16,010−51.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 15,265 | $398.1K | 0.01% | −216−1.4% | Reduced |
| Factorial Partners, LLC | 15,300 | $399.0K | 0.28% | +15,300 | New |
| Quantamental Technologies LLC | 15,359 | $400.6K | 0.17% | −17,490−53.2% | Reduced |
| SageView Advisory Group, LLC | 15,629 | $407.6K | 0.02% | −6,501−29.4% | Reduced |
| Connable Office Inc | 15,718 | $409.9K | 0.06% | +6,735+75.0% | Added |
| Scotia Capital Inc. | 15,885 | $414.3K | 0.00% | +15,885 | New |
| Pointe Capital Management LLC | 16,040 | $418.3K | 0.32% | −348−2.1% | Reduced |
| Csenge Advisory Group | 16,041 | $418.3K | 0.03% | −1,438−8.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 16,063 | $419.0K | 0.02% | −59,853−78.8% | Reduced |
| WBI Investments | 16,356 | $426.6K | 0.08% | +16,356 | New |
| Hamilton Capital Partners Inc. | 16,400 | $427.7K | 0.16% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 16,479 | $428.0K | 0.00% | +7,203+77.7% | Added |
| Stevens Capital Management LP | 17,161 | $448.0K | 0.09% | +5,056+41.8% | Added |
| Salzhauer Michael | 17,201 | $448.6K | 0.48% | 00.0% | Unchanged |
| ABN AMRO Bank N.V. | 17,166 | $449.2K | 0.01% | −5,208,392−99.7% | Reduced |
| Achmea Investment Management B.V. | 17,314 | $452.0K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 17,374 | $453.0K | 0.03% | −150−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,590 | $458.7K | 0.01% | −33,119−65.3% | Reduced |
| Panagora Asset Management Inc | 17,685 | $461.2K | 0.00% | −58−0.3% | Reduced |
| Signet Financial Management, LLC | 17,819 | $464.7K | 0.07% | −57,493−76.3% | Reduced |
| Jump Financial, LLC | 17,867 | $466.0K | 0.02% | −217,285−92.4% | Reduced |
| IFP Advisors, Inc | 11,458 | $477.0K | 0.02% | +810+7.6% | Added |