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 |
|---|---|---|---|---|---|
| My Legacy Advisors, LLC | 16,830 | $477.6K | 0.19% | −7,256−30.1% | Reduced |
| Alethea Capital Management, LLC | 18,606 | $485.2K | 0.52% | +18,606 | New |
| Fort Sheridan Advisors LLC | 18,846 | $491.5K | 0.11% | −355−1.8% | Reduced |
| Cutler Group LP | 19,055 | $496.0K | 0.12% | +3,089+19.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 19,166 | $499.8K | 0.00% | −7,275−27.5% | Reduced |
| Centiva Capital, LP | 19,171 | $500.0K | 0.03% | −5,245−21.5% | Reduced |
| Lincoln National Corp | 19,375 | $505.3K | 0.01% | −856−4.2% | Reduced |
| Toroso Investments, LLC | 19,442 | $507.0K | 0.01% | +9,496+95.5% | Added |
| Lauer Wealth, LLC | 15,963 | $509.7K | 0.53% | +15,963 | New |
| Echo Street Capital Management LLC | 19,684 | $513.4K | 0.00% | +12,026+157.0% | Added |
| Brinker Capital Investments, LLC | 19,796 | $516.3K | 0.01% | −41,398−67.7% | Reduced |
| Orion Portfolio Solutions, LLC | 19,796 | $516.3K | 0.01% | −41,398−67.7% | Reduced |
| Proequities, Inc. | 19,990 | $521.3K | 0.04% | −5,650−22.0% | Reduced |
| Advisors Asset Management, Inc. | 20,018 | $522.1K | 0.01% | +636+3.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 20,445 | $533.2K | 0.04% | +20,445 | New |
| Edgestream Partners, L.P. | 20,504 | $534.7K | 0.05% | −181−0.9% | Reduced |
| Illinois Municipal Retirement Fund | 20,875 | $544.0K | 0.01% | −251,654−92.3% | Reduced |
| Gotham Asset Management, LLC | 20,925 | $545.7K | 0.01% | +2,303+12.4% | Added |
| Metropolitan Life Insurance Co | 21,091 | $550.1K | 0.03% | −936−4.2% | Reduced |
| Barry Investment Advisors, LLC | 21,494 | $560.6K | 0.19% | −9,484−30.6% | Reduced |
| E. Ohman J:or Asset Management AB | 21,600 | $563.3K | 0.02% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 21,631 | $564.1K | 0.37% | −681−3.1% | Reduced |
| Pekin Hardy Strauss, Inc. | 21,700 | $565.9K | 0.09% | −5,012−18.8% | Reduced |
| Infrastructure Capital Advisors, LLC | 22,135 | $577.3K | 0.11% | +1,092+5.2% | Added |
| Boston Private Wealth LLC | 22,294 | $581.4K | 0.01% | −2,874−11.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 22,750 | $593.3K | 0.18% | +4,625+25.5% | Added |
| BHZ Capital Management, LP | 23,308 | $607.9K | 0.51% | +11,000+89.4% | Added |
| Minerva Advisors LLC | 23,585 | $614.9K | 0.43% | 00.0% | Unchanged |
| Blair William & Co | 23,714 | $618.5K | 0.00% | −4,141−14.9% | Reduced |
| Ostrum Asset Management | 23,755 | $619.5K | 0.05% | +69+0.3% | Added |
| New Mexico Educational Retirement Board | 23,900 | $623.0K | 0.03% | +1,100+4.8% | Added |
| Shaker Investments LLC | 24,201 | $631.2K | 0.32% | −12,635−34.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 24,492 | $638.8K | 0.00% | −7,485−23.4% | Reduced |
| Romano Brothers and Company | 24,831 | $647.6K | 0.10% | −1,000−3.9% | Reduced |
| Quinn Opportunity Partners LLC | 24,881 | $648.9K | 0.09% | −5,000−16.7% | Reduced |
| Fifth Third Bancorp | 25,249 | $658.5K | 0.00% | −1,371−5.2% | Reduced |
| Great Valley Advisor Group, Inc. | 25,730 | $671.1K | 0.03% | +25,730 | New |
| Capstone Investment Advisors, LLC | 26,290 | $685.6K | 0.02% | +7,368+38.9% | Added |
| Citadel Advisors LLC | 26,364 | $687.6K | 0.00% | −60,918−69.8% | Reduced |
| Gsa Capital Partners LLP | 26,518 | $692.0K | 0.07% | +19,182+261.5% | Added |
| Oppenheimer & Co Inc | 27,060 | $705.7K | 0.01% | +6,367+30.8% | Added |
| Natixis | 27,278 | $711.4K | 0.01% | +27,278 | New |
| Intrust Bank NA | 27,361 | $713.6K | 0.09% | −1,061−3.7% | Reduced |
| StoneX Group Inc. | 27,387 | $714.3K | 0.07% | +12,876+88.7% | Added |
| SG Americas Securities, LLC | 27,988 | $730.0K | 0.01% | +8,055+40.4% | Added |
| Emerald Mutual Fund Advisers Trust | 28,341 | $739.1K | 0.04% | +7,411+35.4% | Added |
| HighTower Advisors, LLC | 28,582 | $742.0K | 0.00% | +1,325+4.9% | Added |
| SeaCrest Wealth Management, LLC | 28,506 | $743.4K | 0.09% | +203+0.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 29,045 | $757.5K | 0.01% | +17,973+162.3% | Added |
| Pinnacle Financial Partners Inc | 29,187 | $761.2K | 0.02% | +29,130+51,105.3% | Added |
| Neuberger Berman Group LLC | 29,346 | $765.3K | 0.00% | −81,775−73.6% | Reduced |
| Group One Trading, L.P. | 29,593 | $771.8K | 0.03% | +29,593 | New |
| Louisiana State Employees Retirement System | 29,900 | $779.8K | 0.02% | −2,100−6.6% | Reduced |
| Pacer Advisors, Inc. | 30,246 | $788.8K | 0.00% | −318−1.0% | Reduced |
| Prudential PLC | 30,510 | $795.7K | 0.01% | −5,686−15.7% | Reduced |
| First Hawaiian Bank | 30,903 | $806.0K | 0.03% | +1,293+4.4% | Added |
| Ramiah Investment Group | 31,102 | $811.1K | 0.79% | +31,102 | New |
| Advisor Partners II, LLC | 31,119 | $812.0K | 0.04% | −3,093−9.0% | Reduced |
| Strategic Advisors LLC | 31,200 | $813.7K | 0.16% | −2,065−6.2% | Reduced |
| Cetera Investment Advisers | 31,232 | $814.5K | 0.01% | −1,608−4.9% | Reduced |
| Crossmark Global Holdings, Inc. | 25,389 | $820.0K | 0.02% | −1,951−7.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 32,327 | $843.1K | 0.00% | −8,704−21.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,197 | $864.1K | 0.01% | +6,905+26.3% | Added |
| Bradley Foster & Sargent Inc | 33,379 | $870.5K | 0.02% | +1,190+3.7% | Added |
| Wellington Shields & Co., LLC | 34,000 | $886.7K | 0.21% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 34,590 | $902.1K | 0.01% | +21,874+172.0% | Added |
| SeaTown Holdings Pte. Ltd. | 35,000 | $912.8K | 0.14% | +500+1.4% | Added |
| Rockefeller Capital Management L.P. | 35,259 | $919.6K | 0.00% | +2,512+7.7% | Added |
| Davy Global Fund Management Ltd | 35,387 | $922.9K | 0.18% | +8,782+33.0% | Added |
| Cascade Investment Advisors, Inc. | 35,440 | $924.3K | 0.69% | −330−0.9% | Reduced |
| Caxton Associates LP | 35,467 | $925.0K | 0.14% | +35,467 | New |
| Erste Asset Management GmbH | 35,836 | $929.2K | 0.02% | +8,792+32.5% | Added |
| Capital International Inc | 35,761 | $932.6K | 0.02% | +35,761 | New |
| Kovitz Investment Group Partners, LLC | 35,796 | $933.6K | 0.01% | +1,292+3.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 36,100 | $941.5K | 0.00% | +36,100 | New |
| Staley Capital Advisers Inc | 36,148 | $942.7K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 36,194 | $943.9K | 0.00% | +1,173+3.3% | Added |
| Banque Cantonale Vaudoise | 36,492 | $952.0K | 0.04% | +30,100+470.9% | Added |
| Teacher Retirement System of Texas | 36,619 | $955.0K | 0.01% | −117,733−76.3% | Reduced |
| Paradigm Financial Partners, LLC | 36,658 | $956.0K | 0.26% | −18,380−33.4% | Reduced |
| Hartford Investment Management Co | 36,773 | $959.0K | 0.04% | −7,551−17.0% | Reduced |
| Maryland State Retirement & Pension System | 36,860 | $961.3K | 0.02% | −1,758−4.6% | Reduced |
| Ethic Inc. | 37,370 | $974.6K | 0.04% | −1,203−3.1% | Reduced |
| Norinchukin Bank, The | 38,533 | $1.00M | 0.02% | +13,622+54.7% | Added |
| Daiwa Securities Group Inc. | 38,539 | $1.00M | 0.01% | +838+2.2% | Added |
| Vident Investment Advisory, LLC | 38,810 | $1.01M | 0.03% | −5,951−13.3% | Reduced |
| Black Maple Capital Management LP | 38,900 | $1.01M | 1.18% | +24,900+177.9% | Added |
| Kentucky Retirement Systems | 38,914 | $1.01M | 0.03% | −26−0.1% | Reduced |
| Securian Asset Management, Inc | 39,484 | $1.03M | 0.03% | −1,205−3.0% | Reduced |
| Compass Wealth Management LLC | 39,753 | $1.04M | 0.31% | −25,575−39.1% | Reduced |
| Hussman Strategic Advisors, Inc. | 41,444 | $1.08M | 0.20% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 41,503 | $1.08M | 0.13% | +473+1.2% | Added |
| Tealwood Asset Management Inc | 42,161 | $1.10M | 0.53% | +16,128+62.0% | Added |
| Bank of Nova Scotia | 42,354 | $1.10M | 0.00% | +5,712+15.6% | Added |
| National Asset Management, Inc. | 42,739 | $1.11M | 0.03% | +42,739 | New |
| Park Avenue Securities LLC | 43,137 | $1.13M | 0.02% | −21,738−33.5% | Reduced |
| Bessemer Group Inc | 43,977 | $1.15M | 0.00% | +1,186+2.8% | Added |
| British Columbia Investment Management Corp | 43,981 | $1.15M | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 44,000 | $1.15M | 0.14% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 44,659 | $1.16M | 0.27% | +5,252+13.3% | Added |