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 |
|---|---|---|---|---|---|
| Carmichael Hill & Associates, Inc. | 657 | $17.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 681 | $18.3K | 0.00% | +79+13.1% | Added |
| Central Trust Co | 700 | $18.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 803 | $18.8K | 0.00% | −42−5.0% | Reduced |
| Loomis Sayles & Co L P | 693 | $19.0K | 0.00% | −294−29.8% | Reduced |
| Ronald Blue Trust, Inc. | 740 | $19.0K | 0.00% | +558+306.6% | Added |
| AM Squared Ltd | 800 | $21.4K | 0.03% | −4,800−85.7% | Reduced |
| Baker Avenue Asset Management, LP | 845 | $22.6K | 0.00% | +84+11.0% | Added |
| Infrastructure Capital Advisors, LLC | 22,954 | $24.9K | 0.00% | +819+3.7% | Added |
| Lindbrook Capital, LLC | 988 | $26.5K | 0.00% | +496+100.8% | Added |
| Glassman Wealth Services | 992 | $26.6K | 0.00% | −19−1.9% | Reduced |
| Asset Dedication, LLC | 1,024 | $28.0K | 0.00% | +14+1.4% | Added |
| Compagnie Lombard Odier SCmA | 1,065 | $28.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,078 | $28.9K | 0.00% | +296+37.9% | Added |
| Massmutual Trust Co FSB | 1,168 | $31.3K | 0.00% | +184+18.7% | Added |
| Leonteq Securities AG | 1,187 | $31.8K | 0.00% | −448−27.4% | Reduced |
| Nordwand Advisors, LLC | 1,190 | $31.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,258 | $33.7K | 0.00% | −50−3.8% | Reduced |
| Union Investments & Development Ltd. | 1,350 | $36.2K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,383 | $37.1K | 0.03% | +1,383 | New |
| Delta Asset Management LLC | 1,398 | $37.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,420 | $38.1K | 0.00% | −19−1.3% | Reduced |
| Parkside Financial Bank & Trust | 1,460 | $39.1K | 0.01% | −29−1.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 1,466 | $39.3K | 0.03% | −112−7.1% | Reduced |
| Authentikos Wealth Advisory, LLC | 1,506 | $40.4K | 0.04% | +1,506 | New |
| Armstrong Advisory Group, Inc | 1,512 | $40.5K | 0.00% | +360+31.3% | Added |
| Ci Investments Inc. | 1,523 | $41.0K | 0.00% | +73+5.0% | Added |
| Global Retirement Partners, LLC | 1,693 | $43.4K | 0.00% | +1,305+336.3% | Added |
| Deseret Mutual Benefit Administrators | 1,735 | $46.5K | 0.02% | −84−4.6% | Reduced |
| Paradigm Asset Management Co LLC | 1,749 | $46.9K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,850 | $49.6K | 0.00% | −3,500−65.4% | Reduced |
| Alta Advisers Ltd | 1,900 | $50.9K | 0.03% | 00.0% | Unchanged |
| State of Wyoming | 1,919 | $51.4K | 0.01% | +702+57.7% | Added |
| First Financial Corp | 1,950 | $52.2K | 0.03% | +1,950 | New |
| Johnson Financial Group, Inc. | 2,070 | $55.5K | 0.00% | −276−11.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,079 | $55.7K | 0.00% | −11,075−84.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,080 | $55.7K | 0.00% | +2,000+2,500.0% | Added |
| Gradient Investments LLC | 2,125 | $57.0K | 0.00% | −2,023−48.8% | Reduced |
| Whittier Trust Co | 2,395 | $64.2K | 0.00% | +104+4.5% | Added |
| GWM Advisors LLC | 2,488 | $66.7K | 0.00% | −347−12.2% | Reduced |
| Highlander Capital Management, LLC | 2,556 | $69.0K | 0.03% | +2,556 | New |
| Sentry Investment Management LLC | 2,742 | $73.0K | 0.03% | −664−19.5% | Reduced |
| Benjamin Edwards Inc | 2,746 | $74.0K | 0.02% | −141−4.9% | Reduced |
| Clearstead Advisors, LLC | 2,902 | $77.8K | 0.00% | −65−2.2% | Reduced |
| FSC Wealth Advisors, LLC | 2,927 | $78.4K | 0.08% | +527+22.0% | Added |
| Desjardins Global Asset Management Inc. | 2,928 | $78.5K | 0.01% | −1,081−27.0% | Reduced |
| Quent Capital, LLC | 3,140 | $84.2K | 0.01% | +493+18.6% | Added |
| Steward Partners Investment Advisory, LLC | 3,530 | $94.6K | 0.00% | −562−13.7% | Reduced |
| EMC Capital Management | 3,591 | $96.0K | 0.07% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,617 | $96.9K | 0.00% | −120−3.2% | Reduced |
| Cutler Group LP | 3,734 | $100.0K | 0.02% | −15,321−80.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,839 | $102.9K | 0.00% | −2,519−39.6% | Reduced |
| Systematic Alpha Investments, LLC | 3,860 | $103.4K | 0.01% | +3,860 | New |
| Van Eck Associates Corp | 3,881 | $104.0K | 0.00% | +339+9.6% | Added |
| EverSource Wealth Advisors, LLC | 3,945 | $105.7K | 0.01% | +197+5.3% | Added |
| Harbour Investments, Inc. | 4,332 | $116.1K | 0.01% | +3,103+252.5% | Added |
| Credit Agricole S A | 4,445 | $119.1K | 0.00% | +4,445 | New |
| Allworth Financial LP | 4,483 | $120.1K | 0.00% | +2,923+187.4% | Added |
| IFP Advisors, Inc | 4,684 | $125.5K | 0.01% | −6,774−59.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,818 | $129.1K | 0.00% | −440−8.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,984 | $133.6K | 0.01% | −113,159−95.8% | Reduced |
| Raleigh Capital Management Inc. | 5,132 | $137.5K | 0.07% | +177+3.6% | Added |
| Huntington National Bank | 5,353 | $143.5K | 0.00% | −701−11.6% | Reduced |
| Ameritas Investment Partners, Inc. | 5,451 | $146.1K | 0.01% | −571−9.5% | Reduced |
| Quadrant Capital Group LLC | 5,510 | $147.7K | 0.01% | +891+19.3% | Added |
| Federated Hermes, Inc. | 5,782 | $155.0K | 0.00% | +1,551+36.7% | Added |
| Umb Bank N A | 6,308 | $169.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,454 | $173.0K | 0.00% | +1,220+23.3% | Added |
| Horizon Investments, LLC | 6,771 | $178.2K | 0.01% | −111−1.6% | Reduced |
| Covestor Ltd | 6,913 | $185.0K | 0.14% | +1,619+30.6% | Added |
| Parallel Advisors, LLC | 7,198 | $192.9K | 0.01% | −178−2.4% | Reduced |
| Virtue Capital Management, LLC | 7,656 | $201.0K | 0.03% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 7,555 | $202.0K | 0.01% | −120−1.6% | Reduced |
| Veriti Management LLC | 7,612 | $204.0K | 0.02% | +7,612 | New |
| Modera Wealth Management, LLC | 7,641 | $204.8K | 0.00% | +7,641 | New |
| Klingenstein Fields & Co LP | 7,707 | $206.5K | 0.01% | −50−0.6% | Reduced |
| Family Asset Management, LLC | 7,798 | $209.0K | 0.15% | +114+1.5% | Added |
| Dorsey & Whitney Trust CO LLC | 7,909 | $212.0K | 0.02% | +7,909 | New |
| Paragon Capital Management Ltd | 8,044 | $215.6K | 0.05% | −855−9.6% | Reduced |
| Seaport Global Advisors, LLC | 8,145 | $218.3K | 0.65% | +5,479+205.5% | Added |
| Meeder Advisory Services, Inc. | 8,535 | $228.7K | 0.03% | +8,535 | New |
| KC Investment Advisors, LLC | 8,633 | $231.4K | 0.15% | +72+0.8% | Added |
| Fort Washington Investment Advisors Inc | 8,652 | $231.9K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 8,743 | $234.3K | 0.13% | +940+12.0% | Added |
| HB Wealth Management, LLC | 8,801 | $235.9K | 0.00% | +8,801 | New |
| Vestcor Inc | 8,882 | $238.0K | 0.01% | −3,315−27.2% | Reduced |
| Pinnacle Associates Ltd | 8,954 | $240.0K | 0.00% | +321+3.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 8,985 | $241.0K | 0.01% | −7,078−44.1% | Reduced |
| Lauer Wealth, LLC | 9,254 | $245.3K | 0.27% | −6,709−42.0% | Reduced |
| Liberty One Investment Management, LLC | 9,209 | $246.8K | 0.04% | −674−6.8% | Reduced |
| Continuum Advisory, LLC | 9,230 | $247.4K | 0.04% | −69−0.7% | Reduced |
| iA Global Asset Management Inc. | 9,300 | $249.0K | 0.01% | −535−5.4% | Reduced |
| Factorial Partners, LLC | 9,300 | $249.2K | 0.18% | −6,000−39.2% | Reduced |
| Beacon Pointe Advisors, LLC | 9,426 | $252.6K | 0.00% | +1,615+20.7% | Added |
| Dana Investment Advisors, Inc. | 9,578 | $256.7K | 0.01% | +875+10.1% | Added |
| Ancora Advisors, LLC | 9,627 | $258.0K | 0.01% | +1,655+20.8% | Added |
| Clear Harbor Asset Management, LLC | 9,865 | $264.4K | 0.03% | +1,000+11.3% | Added |
| IFG Advisory, LLC | 9,963 | $267.0K | 0.02% | −291−2.8% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $268.0K | 0.10% | 00.0% | Unchanged |
| Crestline Management, LP | 10,000 | $268.0K | 0.03% | +10,000 | New |