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, Q3 2023
Institutional positions in Citizens Financial Group Inc as of Sep 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
- 651
- −36 vs. Q2 2023
- Shares held
- 441.5M
- −1.39M (−0.3%) vs. Q2 2023
- Total value
- $11.8B
- +$275.2M (+2.4%) vs. Q2 2023
- New holders
- 56
- 222 more added
- Sold out
- 92
- 274 more reduced
6 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gordian Capital Singapore Pte Ltd | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $27 | 0.00% | −61−98.4% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $209 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $268 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $349 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 13 | $349 | 0.00% | +13 | New |
| Coppell Advisory Solutions LLC | 10 | $394 | 0.00% | −9−47.4% | Reduced |
| Jones Financial Companies LLLP | 15 | $402 | 0.00% | −375−96.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 18 | $469 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $536 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 21 | $563 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $831 | 0.00% | −22−41.5% | Reduced |
| ORG Partners LLC | 31 | $835 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $938 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 31 | $1.00K | 0.00% | −19−38.0% | Reduced |
| SkyView Investment Advisors, LLC | 53 | $1.00K | 0.00% | −36−40.4% | Reduced |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 62 | $1.00K | 0.00% | +25+67.6% | Added |
| Perkins Coie Trust Co | 40 | $1.07K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 40 | $1.07K | 0.00% | +7+21.2% | Added |
| Abound Wealth Management | 46 | $1.24K | 0.00% | −7−13.2% | Reduced |
| Raffa Wealth Management, LLC | 49 | $1.31K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 50 | $1.34K | 0.00% | +50 | New |
| Global Financial Private Client, LLC | 56 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 66 | $1.55K | 0.00% | +66 | New |
| Highline Wealth Partners LLC | 58 | $1.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 67 | $1.80K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 67 | $1.80K | 0.00% | +67 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 71 | $1.90K | 0.00% | +71 | New |
| Tyler-Stone Wealth Management | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 76 | $2.04K | 0.00% | +2+2.7% | Added |
| Sandy Spring Bank | 78 | $2.09K | 0.00% | +78 | New |
| Macroview Investment Management LLC | 78 | $2.09K | 0.00% | +78 | New |
| Sutton Wealth Advisors Inc. | 79 | $2.12K | 0.00% | +5+6.8% | Added |
| Godsey & Gibb Associates | 79 | $2.12K | 0.00% | +79 | New |
| Cornerstone Planning Group LLC | 87 | $2.33K | 0.00% | −180−67.4% | Reduced |
| First Personal Financial Services | 88 | $2.35K | 0.00% | +88 | New |
| Kenfarb & Co. | 100 | $2.68K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 110 | $2.95K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 149 | $3.00K | 0.00% | +149 | New |
| Jackson, Grant Investment Advisers, Inc. | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 114 | $3.06K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $3.35K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $3.35K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $3.35K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $3.52K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 135 | $3.62K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 140 | $3.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 142 | $3.81K | 0.00% | −10−6.6% | Reduced |
| Truvestments Capital LLC | 144 | $3.86K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $3.89K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $3.91K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 148 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 155 | $4.02K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $4.26K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 164 | $4.40K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 166 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 166 | $4.45K | 0.00% | +55+49.5% | Added |
| Private Ocean, LLC | 173 | $4.64K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 174 | $4.66K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 175 | $5.00K | 0.01% | −36−17.1% | Reduced |
| Versant Capital Management, Inc | 194 | $5.20K | 0.00% | −41−17.4% | Reduced |
| RFP Financial Group LLC | 195 | $5.23K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 209 | $5.60K | 0.00% | −5−2.3% | Reduced |
| Creative Financial Designs Inc | 210 | $5.63K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 213 | $5.71K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 217 | $5.83K | 0.00% | +3+1.4% | Added |
| Barrett & Company, Inc. | 218 | $5.84K | 0.00% | −500−69.6% | Reduced |
| North Star Investment Management Corp. | 222 | $5.95K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 223 | $5.98K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 230 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 213 | $6.00K | 0.00% | +213 | New |
| Semmax Financial Advisors Inc. | 241 | $6.12K | 0.00% | +241 | New |
| Earnest Partners LLC | 244 | $6.54K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 245 | $6.56K | 0.00% | −18−6.8% | Reduced |
| JFS Wealth Advisors, LLC | 255 | $6.83K | 0.00% | +74+40.9% | Added |
| Montag A & Associates Inc | 298 | $7.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 325 | $8.71K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 358 | $9.59K | 0.00% | −98−21.5% | Reduced |
| Quarry LP | 390 | $10.5K | 0.01% | +390 | New |
| McIlrath & Eck, LLC | 392 | $10.5K | 0.00% | −150−27.7% | Reduced |
| West Oak Capital, LLC | 400 | $11.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 423 | $11.3K | 0.00% | +142+50.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 434 | $11.6K | 0.00% | +272+167.9% | Added |
| Grove Bank & Trust | 460 | $12.3K | 0.00% | −2,063−81.8% | Reduced |
| West Paces Advisors Inc. | 466 | $12.5K | 0.00% | −500−51.8% | Reduced |
| NBC Securities, Inc. | 546 | $14.0K | 0.00% | +546 | New |
| Concord Wealth Partners | 536 | $14.4K | 0.00% | +30+5.9% | Added |
| GPS Wealth Strategies Group, LLC | 550 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 550 | $14.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 553 | $14.8K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 565 | $15.1K | 0.00% | +1+0.2% | Added |
| Valley National Advisers Inc | 600 | $16.0K | 0.00% | −11−1.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $16.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 604 | $16.2K | 0.00% | +25+4.3% | Added |
| AlphaMark Advisors, LLC | 628 | $17.0K | 0.01% | −49−7.2% | Reduced |