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 |
|---|---|---|---|---|---|
| ABN AMRO Bank N.V. | 17,166 | $449.2K | 0.01% | −5,208,392−99.7% | Reduced |
| Salzhauer Michael | 17,201 | $448.6K | 0.48% | 00.0% | Unchanged |
| Stevens Capital Management LP | 17,161 | $448.0K | 0.09% | +5,056+41.8% | Added |
| Lazard Asset Management LLC | 16,479 | $428.0K | 0.00% | +7,203+77.7% | Added |
| Hamilton Capital Partners Inc. | 16,400 | $427.7K | 0.16% | 00.0% | Unchanged |
| WBI Investments | 16,356 | $426.6K | 0.08% | +16,356 | New |
| Benjamin F. Edwards & Company, Inc. | 16,063 | $419.0K | 0.02% | −59,853−78.8% | Reduced |
| Csenge Advisory Group | 16,041 | $418.3K | 0.03% | −1,438−8.2% | Reduced |
| Pointe Capital Management LLC | 16,040 | $418.3K | 0.32% | −348−2.1% | Reduced |
| Scotia Capital Inc. | 15,885 | $414.3K | 0.00% | +15,885 | New |
| Connable Office Inc | 15,718 | $409.9K | 0.06% | +6,735+75.0% | Added |
| SageView Advisory Group, LLC | 15,629 | $407.6K | 0.02% | −6,501−29.4% | Reduced |
| Quantamental Technologies LLC | 15,359 | $400.6K | 0.17% | −17,490−53.2% | Reduced |
| Factorial Partners, LLC | 15,300 | $399.0K | 0.28% | +15,300 | New |
| Northwestern Mutual Investment Management Company, LLC | 15,265 | $398.1K | 0.01% | −216−1.4% | Reduced |
| New England Research & Management, Inc. | 15,265 | $398.0K | 0.23% | −16,010−51.2% | Reduced |
| Boothbay Fund Management, LLC | 15,000 | $391.2K | 0.01% | +15,000 | New |
| Greenleaf Trust | 14,853 | $387.4K | 0.00% | +171+1.2% | Added |
| Groesbeck Investment Management Corp | 14,797 | $386.0K | 0.59% | −2,890−16.3% | Reduced |
| Court Place Advisors, LLC | 14,750 | $384.7K | 0.13% | −100−0.7% | Reduced |
| Metis Global Partners, LLC | 14,746 | $384.6K | 0.02% | −6,038−29.1% | Reduced |
| Kestra Advisory Services, LLC | 14,410 | $375.8K | 0.00% | −602−4.0% | Reduced |
| Empirical Finance, LLC | 14,341 | $374.0K | 0.03% | +1,631+12.8% | Added |
| Intrua Financial, LLC | 14,290 | $372.7K | 0.07% | +2,617+22.4% | Added |
| Teza Capital Management LLC | 14,198 | $370.3K | 0.06% | −23,866−62.7% | Reduced |
| Commerce Bank | 14,071 | $367.0K | 0.00% | −484−3.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,910 | $363.0K | 0.02% | −1,620−10.4% | Reduced |
| Keybank National Association | 13,809 | $360.1K | 0.00% | +4,222+44.0% | Added |
| Brown, Lisle/Cummings, Inc. | 13,706 | $357.5K | 0.16% | +3,652+36.3% | Added |
| Penserra Capital Management LLC | 13,597 | $353.0K | 0.01% | +5,886+76.3% | Added |
| Unigestion Holding SA | 13,588 | $352.3K | 0.02% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 13,481 | $351.6K | 0.01% | −984−6.8% | Reduced |
| CWM, LLC | 13,457 | $351.0K | 0.00% | +1,600+13.5% | Added |
| Cetera Advisors LLC | 13,262 | $345.9K | 0.01% | +1,986+17.6% | Added |
| Robeco Institutional Asset Management B.V. | 13,154 | $343.1K | 0.00% | −2,444−15.7% | Reduced |
| Stephens Inc | 12,867 | $335.6K | 0.01% | +218+1.7% | Added |
| Epoch Investment Partners, Inc. | 12,617 | $329.1K | 0.00% | −2,507−16.6% | Reduced |
| Altfest L J & Co Inc | 12,447 | $325.0K | 0.05% | +236+1.9% | Added |
| Summit X, LLC | 12,353 | $322.2K | 0.08% | −129−1.0% | Reduced |
| United Services Automobile Association | 12,286 | $320.4K | 0.01% | +1,226+11.1% | Added |
| Sequoia Financial Advisors, LLC | 12,275 | $320.1K | 0.01% | +12,275 | New |
| Arkadios Wealth Advisors | 12,221 | $318.7K | 0.04% | −683−5.3% | Reduced |
| Vestcor Inc | 12,197 | $318.0K | 0.01% | 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 |
| Archer Investment Corp | 12,113 | $315.9K | 0.11% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 12,025 | $313.6K | 0.14% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11,849 | $309.0K | 0.01% | −58−0.5% | Reduced |
| Coldstream Capital Management Inc | 11,723 | $305.7K | 0.01% | −2,132−15.4% | Reduced |
| Hall Capital Management Co Inc | 11,648 | $303.8K | 0.17% | −4,300−27.0% | Reduced |
| Wills Financial Group, Inc. | 11,620 | $303.1K | 0.15% | −375−3.1% | Reduced |
| Profund Advisors LLC | 11,130 | $290.3K | 0.02% | −671−5.7% | Reduced |
| Centennial Wealth Advisory LLC | 11,024 | $287.5K | 0.15% | +3,469+45.9% | Added |
| Vestmark Advisory Solutions, Inc. | 10,924 | $284.9K | 0.01% | −12,469−53.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10,902 | $284.3K | 0.02% | −856−7.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,895 | $284.1K | 0.02% | +1,051+10.7% | Added |
| Everence Capital Management Inc | 10,900 | $281.0K | 0.02% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 10,692 | $278.8K | 0.01% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 10,638 | $277.4K | 0.11% | +392+3.8% | Added |
| Kinneret Advisory, LLC | 10,426 | $271.9K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10,419 | $271.7K | 0.15% | −300−2.8% | Reduced |
| Harbour Capital Advisors, LLC | 10,240 | $271.6K | 0.08% | +10,240 | New |
| Avantax Advisory Services, Inc. | 10,382 | $270.8K | 0.00% | +1,663+19.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 10,298 | $268.6K | 0.01% | −1,225−10.6% | Reduced |
| IFG Advisory, LLC | 10,254 | $267.4K | 0.02% | +919+9.8% | Added |
| Cobblestone Capital Advisors LLC | 10,184 | $265.6K | 0.02% | +461+4.7% | Added |
| DRW Securities, LLC | 10,100 | $263.0K | 0.02% | −8,595−46.0% | Reduced |
| Wealthspire Advisors, LLC | 10,059 | $262.3K | 0.00% | +116+1.2% | Added |
| Artal Group S.A. | 10,000 | $261.0K | 0.01% | +5,000+100.0% | 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 |
| Liberty One Investment Management, LLC | 9,883 | $257.8K | 0.03% | +3,377+51.9% | Added |
| 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 |
| Verum Partners LLC | 9,768 | $254.7K | 0.23% | +9,768 | New |
| Atria Wealth Solutions, Inc. | 9,398 | $245.1K | 0.00% | +796+9.3% | Added |
| Prelude Capital Management, LLC | 9,390 | $244.9K | 0.02% | −5,900−38.6% | Reduced |
| Continuum Advisory, LLC | 9,299 | $242.5K | 0.04% | −2,747−22.8% | Reduced |
| Alps Advisors Inc | 9,220 | $240.5K | 0.00% | +70+0.8% | Added |
| Badgley Phelps Wealth Managers, LLC | 9,213 | $240.3K | 0.01% | +9,213 | New |
| Campbell & CO Investment Adviser LLC | 9,126 | $238.0K | 0.04% | +9,126 | New |
| Gladstone Institutional Advisory LLC | 8,983 | $234.3K | 0.01% | +590+7.0% | Added |
| Paragon Capital Management Ltd | 8,899 | $232.1K | 0.05% | +8,899 | New |
| Clear Harbor Asset Management, LLC | 8,865 | $231.2K | 0.02% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 8,703 | $227.0K | 0.01% | +8,703 | New |
| Dakota Wealth Management | 8,666 | $226.0K | 0.01% | 00.0% | Unchanged |
| Fort Washington Investment Advisors Inc | 8,652 | $225.6K | 0.00% | −646−6.9% | Reduced |
| Pinnacle Associates Ltd | 8,633 | $225.1K | 0.00% | +241+2.9% | Added |
| KC Investment Advisors, LLC | 8,561 | $223.3K | 0.15% | +8,561 | New |
| Symmetry Partners, LLC | 8,536 | $223.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 8,499 | $221.7K | 0.00% | +8,499 | New |
| Ossiam | 8,479 | $221.1K | 0.00% | −37,412−81.5% | Reduced |
| Cedrus LLC | 8,198 | $213.8K | 0.15% | −1,350−14.1% | Reduced |
| Watershed Asset Management, L.L.C. | 8,113 | $211.6K | 0.26% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,040 | $209.7K | 0.01% | −32,070−80.0% | Reduced |
| Ancora Advisors, LLC | 7,972 | $207.9K | 0.01% | −64,478−89.0% | Reduced |
| Advisory Services Network, LLC | 7,863 | $205.0K | 0.01% | −5,438−40.9% | Reduced |
| Beacon Pointe Advisors, LLC | 7,811 | $203.7K | 0.00% | −5,544−41.5% | Reduced |
| Sterling Investment Counsel, LLC | 7,803 | $203.5K | 0.11% | +865+12.5% | Added |