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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.

Other share classesCFG.PECFG.PHCFG.PI

Q3 2023 vs. Q2 2023

How the institutions holding Citizens Financial Group Inc changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of CFG: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders6936651−36
Shares443.6M742.2K441.5M−1.39M (−0.3%)
Value$11.6B$19.4M$11.8B+$275.2M (+2.4%)

6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (56)

Institutions that held Citizens Financial Group Inc at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to CFG in Q3 2023
InstitutionSharesValue% of portfolio
Samlyn Capital, LLC1,160,231$31.1M0.55%
Voloridge Investment Management, LLC951,780$25.5M0.13%
Basswood Capital Management, L.L.C.818,047$21.9M1.67%
Capital Group Investment Management Pte. Ltd.410,795$11.0M0.72%
Pictet Asset Management Holding SA246,657$6.61M0.01%
Worldquant Millennium Advisors LLC116,511$3.12M0.05%
Richard Bernstein Advisors LLC105,846$2.84M0.06%
Wealth Enhancement Advisory Services, LLC76,552$2.05M0.01%
ING Groep NV59,881$1.60M0.01%
Vident Advisory, LLC48,945$1.31M0.04%
Bridgeway Capital Management, LLC43,000$1.15M0.03%
QRG Capital Management, Inc.41,908$1.12M0.02%
Elo Mutual Pension Insurance Co40,437$1.08M0.03%
Verdad Advisers, LP35,000$938.0K1.43%
Tiedemann Advisors, LLC28,043$751.6K0.03%
Ontario Teachers Pension Plan Board25,049$671.3K0.01%
Independent Financial Group, LLC24,640$660.4K0.04%
Perpetual Ltd24,086$645.5K0.01%
GTS Securities LLC21,778$583.6K0.01%
Envestnet Portfolio Solutions, Inc.20,950$561.5K0.00%
McRae Capital Management Inc19,681$527.5K0.16%
Pathstone Family Office, LLC13,799$375.7K0.00%
Cipher Capital LP12,518$335.5K0.24%
Vinva Investment Management Ltd12,564$331.1K0.03%
Kingswood Wealth Advisors, LLC11,872$318.2K0.05%
Intech Investment Management LLC11,679$313.0K0.00%
Penobscot Investment Management Company, Inc.11,100$297.5K0.04%
Ieq Capital, LLC10,407$278.9K0.01%
Wolverine Trading, LLC10,181$272.9K0.00%
Crestline Management, LP10,000$268.0K0.03%
HB Wealth Management, LLC8,801$235.9K0.00%
Meeder Advisory Services, Inc.8,535$228.7K0.03%
Dorsey & Whitney Trust CO LLC7,909$212.0K0.02%
Modera Wealth Management, LLC7,641$204.8K0.00%
Veriti Management LLC7,612$204.0K0.02%
Credit Agricole S A4,445$119.1K0.00%
Systematic Alpha Investments, LLC3,860$103.4K0.01%
Highlander Capital Management, LLC2,556$69.0K0.03%
First Financial Corp1,950$52.2K0.03%
Authentikos Wealth Advisory, LLC1,506$40.4K0.04%
Resurgent Financial Advisors LLC1,383$37.1K0.03%
NBC Securities, Inc.546$14.0K0.00%
Quarry LP390$10.5K0.01%
Semmax Financial Advisors Inc.241$6.12K0.00%
Harvest Fund Management Co., Ltd213$6.00K0.00%
Steward Financial Group LLC149$3.00K0.00%
First Personal Financial Services88$2.35K0.00%
Godsey & Gibb Associates79$2.12K0.00%
Sandy Spring Bank78$2.09K0.00%
Macroview Investment Management LLC78$2.09K0.00%
Annis Gardner Whiting Capital Advisors, LLC71$1.90K0.00%
CoreFirst Bank & Trust67$1.80K0.00%
Bokf, NA66$1.55K0.00%
Hoey Investments, Inc50$1.34K0.00%
Perkins Coie Trust Co40$1.07K0.00%
Glass Jacobson Investment Advisors llc13$3490.00%

Sold out (92)

Institutions that held Citizens Financial Group Inc at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of CFG in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Marshall Wace, LLP679,154$17.7M
Carlson Capital L P512,300$13.4M
Fourthstone LLC486,334$12.7M
Adage Capital Partners GP, L.L.C.482,119$12.6M
Cantor Fitzgerald, L. P.426,714$11.1M
Walleye Capital LLC394,110$10.3M
Healthcare of Ontario Pension Plan Trust Fund295,501$7.71M
M&G Investment Management Ltd227,741$5.92M
WSFS Capital Management, LLC197,242$5.14M
Andra AP-fonden170,800$4.45M
Liontrust Investment Partners LLP142,662$3.72M
Philadelphia Trust Co139,088$3.63M
Gator Capital Management, LLC122,000$3.18M
Ledyard National Bank112,016$2.92M
Opus Investment Management Inc101,000$2.63M
Connor, Clark & Lunn Investment Management Ltd.90,074$2.35M
Cornercap Investment Counsel Inc88,917$2.32M
Interval Partners, LP85,776$2.24M
ExodusPoint Capital Management, LP73,455$1.92M
Integrated Advisors Network LLC70,515$1.84M
Virtu Financial LLC65,639$1.71M
Walleye Trading LLC62,304$1.62M
D.A. Davidson & Co.57,623$1.50M
MidWestOne Financial Group, Inc.51,328$1.34M
National Asset Management, Inc.42,739$1.11M
Vident Investment Advisory, LLC38,810$1.01M
Natixis27,278$711.4K
Shaker Investments LLC24,201$631.2K
Barry Investment Advisors, LLC21,494$560.6K
Edgestream Partners, L.P.20,504$534.7K
Echo Street Capital Management LLC19,684$513.4K
Alethea Capital Management, LLC18,606$485.2K
Jump Financial, LLC17,867$466.0K
Stevens Capital Management LP17,161$448.0K
Scotia Capital Inc.15,885$414.3K
Quantamental Technologies LLC15,359$400.6K
Boothbay Fund Management, LLC15,000$391.2K
Unigestion Holding SA13,588$352.3K
Summit X, LLC12,353$322.2K
Wills Financial Group, Inc.11,620$303.1K
Vestmark Advisory Solutions, Inc.10,924$284.9K
Texas Yale Capital Corp.10,692$278.8K
Ridgewood Investments LLC10,419$271.7K
Harbour Capital Advisors, LLC10,240$271.6K
Wilbanks Smith & Thomas Asset Management LLC10,298$268.6K
DRW Securities, LLC10,100$263.0K
Artal Group S.A.10,000$261.0K
Lincoln Capital Corp10,000$260.8K
Verum Partners LLC9,768$254.7K
Atria Wealth Solutions, Inc.9,398$245.1K
Prelude Capital Management, LLC9,390$244.9K
Badgley Phelps Wealth Managers, LLC9,213$240.3K
Campbell & CO Investment Adviser LLC9,126$238.0K
Dakota Wealth Management8,666$226.0K
Symmetry Partners, LLC8,536$223.0K
Two Sigma Investments, LP8,499$221.7K
Watershed Asset Management, L.L.C.8,113$211.6K
Horan Securities, Inc.6,842$178.4K
TD Ameritrade Investment Management, LLC6,592$172.0K
Mark Sheptoff Financial Planning, LLC6,500$169.5K
Meitav Dash Investments Ltd4,506$116.8K
Neo Ivy Capital Management2,997$78.0K
Itau Unibanco Holding S.A.2,568$67.0K
South Dakota Investment Council2,400$63.0K
Elequin Capital LP1,495$39.0K
AdvisorNet Financial, Inc1,477$38.5K
Fiduciary Alliance LLC985$25.7K
Clear Street Markets LLC633$17.0K
Islay Capital Management, LLC626$16.3K
Cambridge Trust Co600$15.6K
Clearview Wealth Advisors LLC515$13.4K
WealthPLAN Partners, LLC325$8.48K
SRS Capital Advisors, Inc.324$8.45K
Worth Asset Management, LLC305$7.96K
Heritage Wealth Advisors287$7.49K
Arlington Partners LLC244$6.36K
Park Place Capital Corp237$6.18K
Atlas Capital Advisors LLC200$5.22K
Viking Fund Management LLC180$4.69K
WR Wealth Planners, LLC120$3.13K
Stonebridge Capital Advisors LLC115$3.00K
Psagot Value Holdings Ltd. / (Israel)60$2.00K
Larson Financial Group LLC73$1.90K
ICA Group Wealth Management, LLC64$1.67K
Disciplined Investments, LLC42$1.09K
Bollard Group LLC50$1.00K
Financial Management Professionals, Inc.24$1.00K
Fairfield, Bush & Co.26$678
NewSquare Capital LLC25$652
Chilton Capital Management LLC24$626
Sound Income Strategies, LLC1$20
Sofos Investments, Inc.26$8

Not filed for Q3 2023 yet (6)

Institutions that held Citizens Financial Group Inc at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding CFG in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Kames Capital plc505,911$13.2M
Pictet Asset Management SA227,639$5.94M
Lansing Street Advisors4,421$115.3K
Kistler-Tiffany Companies, LLC3,975$103.7K
First Capital Advisors Group, LLC.191$4.98K
BerganKDV Wealth Management, LLC50$1.30K