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 |
|---|---|---|---|---|---|
| Klingenstein Fields & Co LP | 7,757 | $202.3K | 0.01% | +7,757 | New |
| Virtue Capital Management, LLC | 7,656 | $201.0K | 0.03% | +591+8.4% | Added |
| Family Asset Management, LLC | 7,684 | $200.4K | 0.14% | +7,684 | New |
| Advisors Capital Management, LLC | 7,675 | $200.0K | 0.00% | −1,653−17.7% | Reduced |
| Parallel Advisors, LLC | 7,376 | $192.4K | 0.01% | −1,597−17.8% | Reduced |
| Horan Securities, Inc. | 6,842 | $178.4K | 0.08% | +270+4.1% | Added |
| Horizon Investments, LLC | 6,882 | $177.1K | 0.01% | −538−7.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 6,592 | $172.0K | 0.00% | −3,181−32.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 6,500 | $169.5K | 0.10% | +6,500 | New |
| Parallax Volatility Advisers, L.P. | 6,358 | $165.8K | 0.01% | −21,301−77.0% | Reduced |
| Umb Bank N A | 6,308 | $164.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 6,054 | $157.9K | 0.00% | +624+11.5% | Added |
| Ameritas Investment Partners, Inc. | 6,022 | $157.1K | 0.01% | 00.0% | Unchanged |
| AM Squared Ltd | 5,600 | $146.0K | 0.17% | −2,600−31.7% | Reduced |
| Washington Trust Co | 5,350 | $139.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 5,294 | $138.0K | 0.11% | +2,517+90.6% | Added |
| Federation des caisses Desjardins du Quebec | 5,258 | $137.1K | 0.00% | −232−4.2% | Reduced |
| Signaturefd, LLC | 5,234 | $136.5K | 0.00% | −4,530−46.4% | Reduced |
| Raleigh Capital Management Inc. | 4,955 | $129.2K | 0.06% | −323−6.1% | Reduced |
| Quadrant Capital Group LLC | 4,619 | $120.5K | 0.01% | +1,043+29.2% | Added |
| Meitav Dash Investments Ltd | 4,506 | $116.8K | 0.00% | +4,506 | New |
| Lansing Street Advisors | 4,421 | $115.3K | 0.07% | +66+1.5% | Added |
| Federated Hermes, Inc. | 4,231 | $110.3K | 0.00% | −133,460−96.9% | Reduced |
| Gradient Investments LLC | 4,148 | $108.2K | 0.00% | −408,716−99.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,092 | $106.7K | 0.00% | −3,107−43.2% | Reduced |
| Desjardins Global Asset Management Inc. | 4,009 | $104.5K | 0.01% | −8,361−67.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 3,975 | $103.7K | 0.02% | +1,518+61.8% | Added |
| V-Square Quantitative Management LLC | 3,858 | $100.6K | 0.07% | +3,858 | New |
| EverSource Wealth Advisors, LLC | 3,748 | $97.7K | 0.01% | +843+29.0% | Added |
| First Horizon Advisors, Inc. | 3,737 | $97.5K | 0.00% | −1,613−30.1% | Reduced |
| EMC Capital Management | 3,591 | $94.0K | 0.19% | 00.0% | Unchanged |
| Van Eck Associates Corp | 3,542 | $92.0K | 0.00% | +3,542 | New |
| Sentry Investment Management LLC | 3,406 | $89.0K | 0.03% | +3,406 | New |
| Neo Ivy Capital Management | 2,997 | $78.0K | 0.04% | +2,997 | New |
| Clearstead Advisors, LLC | 2,967 | $77.4K | 0.00% | −173−5.5% | Reduced |
| Benjamin Edwards Inc | 2,887 | $75.0K | 0.02% | +8+0.3% | Added |
| GWM Advisors LLC | 2,835 | $73.9K | 0.00% | +373+15.2% | Added |
| Seaport Global Advisors, LLC | 2,666 | $69.5K | 0.20% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,647 | $69.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,568 | $67.0K | 0.00% | +2,568 | New |
| Grove Bank & Trust | 2,523 | $65.8K | 0.01% | 00.0% | Unchanged |
| South Dakota Investment Council | 2,400 | $63.0K | 0.00% | +2,400 | New |
| FSC Wealth Advisors, LLC | 2,400 | $62.6K | 0.06% | +2,400 | New |
| Johnson Financial Group, Inc. | 2,346 | $61.2K | 0.00% | +333+16.5% | Added |
| Whittier Trust Co | 2,291 | $59.7K | 0.00% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $49.6K | 0.03% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,819 | $47.4K | 0.02% | +267+17.2% | Added |
| Paradigm Asset Management Co LLC | 1,749 | $45.6K | 0.01% | −20,980−92.3% | Reduced |
| Leonteq Securities AG | 1,635 | $42.6K | 0.00% | +1,093+201.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,578 | $41.2K | 0.03% | +1,578 | New |
| Allworth Financial LP | 1,560 | $40.7K | 0.00% | −4,783−75.4% | Reduced |
| Westpac Banking Corp | 1,546 | $40.3K | 0.00% | −63,876−97.6% | Reduced |
| Elequin Capital LP | 1,495 | $39.0K | 0.02% | +1,495 | New |
| Parkside Financial Bank & Trust | 1,489 | $38.8K | 0.01% | −297−16.6% | Reduced |
| AdvisorNet Financial, Inc | 1,477 | $38.5K | 0.00% | +77+5.5% | Added |
| Ci Investments Inc. | 1,450 | $38.0K | 0.00% | +134+10.2% | Added |
| Zions Bancorporation, N.A. | 1,439 | $37.5K | 0.00% | +471+48.7% | Added |
| Delta Asset Management LLC | 1,398 | $36.5K | 0.00% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 1,350 | $35.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,308 | $34.1K | 0.00% | −611−31.8% | Reduced |
| Harbour Investments, Inc. | 1,229 | $32.1K | 0.00% | −983−44.4% | Reduced |
| State of Wyoming | 1,217 | $31.7K | 0.01% | +307+33.7% | Added |
| Nordwand Advisors, LLC | 1,190 | $31.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 1,152 | $30.0K | 0.00% | −2,350−67.1% | Reduced |
| Compagnie Lombard Odier SCmA | 1,065 | $27.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,010 | $27.0K | 0.00% | +201+24.8% | Added |
| Glassman Wealth Services | 1,011 | $26.4K | 0.00% | −568−36.0% | Reduced |
| Loomis Sayles & Co L P | 987 | $26.0K | 0.00% | +987 | New |
| Fiduciary Alliance LLC | 985 | $25.7K | 0.01% | +985 | New |
| Massmutual Trust Co FSB | 984 | $25.7K | 0.00% | +381+63.2% | Added |
| West Paces Advisors Inc. | 966 | $25.2K | 0.01% | −1,973−67.1% | Reduced |
| Carolinas Wealth Consulting LLC | 845 | $22.0K | 0.00% | +14+1.7% | Added |
| Farther Finance Advisors, LLC | 782 | $20.4K | 0.00% | +207+36.0% | Added |
| Baker Avenue Asset Management, LP | 761 | $19.8K | 0.00% | −543−41.6% | Reduced |
| Barrett & Company, Inc. | 718 | $18.7K | 0.01% | +500+229.4% | Added |
| Central Trust Co | 700 | $18.3K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 677 | $18.0K | 0.01% | +677 | New |
| Carmichael Hill & Associates, Inc. | 657 | $17.1K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 633 | $17.0K | 0.01% | −331−34.3% | Reduced |
| Islay Capital Management, LLC | 626 | $16.3K | 0.01% | −34,199−98.2% | Reduced |
| Valley National Advisers Inc | 611 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 602 | $15.7K | 0.00% | −832−58.0% | Reduced |
| Cambridge Trust Co | 600 | $15.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $15.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 579 | $15.1K | 0.00% | −491−45.9% | Reduced |
| NVWM, LLC | 564 | $14.7K | 0.00% | +35+6.6% | Added |
| Riverview Trust Co | 553 | $14.4K | 0.01% | −495−47.2% | Reduced |
| 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 |
| McIlrath & Eck, LLC | 542 | $14.1K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 515 | $13.4K | 0.01% | +9+1.8% | Added |
| Concord Wealth Partners | 506 | $13.2K | 0.00% | +121+31.4% | Added |
| Lindbrook Capital, LLC | 492 | $12.8K | 0.00% | +52+11.8% | Added |
| Hexagon Capital Partners LLC | 456 | $11.9K | 0.00% | −534−53.9% | Reduced |
| West Oak Capital, LLC | 400 | $10.4K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 263 | $10.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 390 | $10.2K | 0.00% | −95−19.6% | Reduced |
| Global Retirement Partners, LLC | 388 | $10.1K | 0.00% | −105−21.3% | Reduced |
| WealthPLAN Partners, LLC | 325 | $8.48K | 0.00% | +4+1.2% | Added |
| Farmers & Merchants Investments Inc | 325 | $8.48K | 0.00% | 00.0% | Unchanged |