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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 10,136 | $271.6K | 0.03% | −2,085−17.1% | Reduced |
| Wolverine Trading, LLC | 10,181 | $272.9K | 0.00% | +10,181 | New |
| Cobblestone Capital Advisors LLC | 10,206 | $273.5K | 0.02% | +22+0.2% | Added |
| Profund Advisors LLC | 10,232 | $274.2K | 0.02% | −898−8.1% | Reduced |
| Ieq Capital, LLC | 10,407 | $278.9K | 0.01% | +10,407 | New |
| Kinneret Advisory, LLC | 10,420 | $279.3K | 0.03% | −6−0.1% | Reduced |
| Centennial Wealth Advisory LLC | 10,514 | $281.8K | 0.15% | −510−4.6% | Reduced |
| Wealthspire Advisors, LLC | 10,632 | $284.9K | 0.00% | +573+5.7% | Added |
| V-Square Quantitative Management LLC | 10,796 | $289.3K | 0.13% | +6,938+179.8% | Added |
| Sawtooth Solutions, LLC | 10,827 | $290.2K | 0.01% | −1,299−10.7% | Reduced |
| Bleakley Financial Group, LLC | 10,827 | $290.2K | 0.01% | −1,299−10.7% | Reduced |
| Epoch Investment Partners, Inc. | 10,867 | $291.2K | 0.00% | −1,750−13.9% | Reduced |
| Gladstone Institutional Advisory LLC | 10,990 | $294.5K | 0.02% | +2,007+22.3% | Added |
| Penobscot Investment Management Company, Inc. | 11,100 | $297.5K | 0.04% | +11,100 | New |
| Stephens Inc | 11,541 | $309.3K | 0.01% | −1,326−10.3% | Reduced |
| TD Private Client Wealth LLC | 11,674 | $312.9K | 0.01% | −175−1.5% | Reduced |
| Intech Investment Management LLC | 11,679 | $313.0K | 0.00% | +11,679 | New |
| Kingswood Wealth Advisors, LLC | 11,872 | $318.2K | 0.05% | +11,872 | New |
| Pinnacle Holdings, LLC | 12,025 | $322.3K | 0.15% | 00.0% | Unchanged |
| Ferguson Wellman Capital Management, Inc | 12,055 | $323.1K | 0.01% | −1,426−10.6% | Reduced |
| Hall Capital Management Co Inc | 12,064 | $323.3K | 0.21% | +416+3.6% | Added |
| Intrua Financial, LLC | 12,065 | $323.3K | 0.06% | −2,225−15.6% | Reduced |
| Archer Investment Corp | 12,113 | $324.6K | 0.11% | 00.0% | Unchanged |
| Alps Advisors Inc | 12,212 | $327.3K | 0.00% | +2,992+32.5% | Added |
| Coldstream Capital Management Inc | 12,246 | $328.2K | 0.01% | +523+4.5% | Added |
| Impact Partnership Wealth, LLC | 12,326 | $330.4K | 0.10% | +12,219+11,419.6% | Added |
| Advisory Services Network, LLC | 12,337 | $330.6K | 0.01% | +4,474+56.9% | Added |
| Vinva Investment Management Ltd | 12,564 | $331.1K | 0.03% | +12,564 | New |
| Sequoia Financial Advisors, LLC | 12,459 | $333.9K | 0.01% | +184+1.5% | Added |
| Cipher Capital LP | 12,518 | $335.5K | 0.24% | +12,518 | New |
| Altfest L J & Co Inc | 12,557 | $337.0K | 0.05% | +110+0.9% | Added |
| ABN AMRO Bank N.V. | 12,617 | $338.4K | 0.01% | −4,549−26.5% | Reduced |
| Cedrus LLC | 12,658 | $339.2K | 0.24% | +4,460+54.4% | Added |
| Avantax Advisory Services, Inc. | 12,776 | $342.4K | 0.00% | +2,394+23.1% | Added |
| Penserra Capital Management LLC | 13,239 | $352.0K | 0.01% | −358−2.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,536 | $362.8K | 0.02% | +2,641+24.2% | Added |
| Brown, Lisle/Cummings, Inc. | 13,608 | $364.7K | 0.17% | −98−0.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,620 | $365.0K | 0.02% | −290−2.1% | Reduced |
| Commerce Bank | 13,838 | $370.9K | 0.00% | −233−1.7% | Reduced |
| Pathstone Family Office, LLC | 13,799 | $375.7K | 0.00% | +13,799 | New |
| Court Place Advisors, LLC | 14,050 | $376.5K | 0.13% | −700−4.7% | Reduced |
| United Services Automobile Association | 14,227 | $381.3K | 0.01% | +1,941+15.8% | Added |
| New England Research & Management, Inc. | 14,315 | $384.0K | 0.22% | −950−6.2% | Reduced |
| CSS LLC | 14,400 | $385.9K | 0.03% | +4,400+44.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,908 | $399.5K | 0.01% | −357−2.3% | Reduced |
| Greenleaf Trust | 15,041 | $403.1K | 0.00% | +188+1.3% | Added |
| Lazard Asset Management LLC | 15,203 | $406.0K | 0.00% | −1,276−7.7% | Reduced |
| Pointe Capital Management LLC | 15,453 | $414.1K | 0.33% | −587−3.7% | Reduced |
| Signet Financial Management, LLC | 15,787 | $423.1K | 0.07% | −2,032−11.4% | Reduced |
| Empirical Finance, LLC | 16,059 | $430.4K | 0.03% | +1,718+12.0% | Added |
| Advisors Asset Management, Inc. | 16,095 | $431.3K | 0.01% | −3,923−19.6% | Reduced |
| Hamilton Capital Partners Inc. | 16,400 | $439.5K | 0.16% | 00.0% | Unchanged |
| Cetera Advisors LLC | 16,490 | $441.9K | 0.01% | +3,228+24.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 16,695 | $447.4K | 0.03% | −679−3.9% | Reduced |
| Legacy Capital Group California, Inc. | 16,721 | $448.1K | 0.19% | +6,083+57.2% | Added |
| Connable Office Inc | 16,876 | $452.3K | 0.06% | +1,158+7.4% | Added |
| Salzhauer Michael | 16,901 | $452.9K | 0.49% | −300−1.7% | Reduced |
| Keybank National Association | 17,057 | $457.1K | 0.00% | +3,248+23.5% | Added |
| CWM, LLC | 17,272 | $463.0K | 0.00% | +3,815+28.3% | Added |
| Metis Global Partners, LLC | 17,348 | $464.9K | 0.02% | +2,602+17.6% | Added |
| SageView Advisory Group, LLC | 17,720 | $474.9K | 0.03% | +2,091+13.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,896 | $480.0K | 0.01% | +8,064+82.0% | Added |
| Glenmede Trust Co NA | 18,147 | $486.3K | 0.00% | −409,341−95.8% | Reduced |
| Norinchukin Bank, The | 18,175 | $487.1K | 0.01% | −20,358−52.8% | Reduced |
| WBI Investments | 18,351 | $491.8K | 0.10% | +1,995+12.2% | Added |
| Csenge Advisory Group | 18,636 | $499.5K | 0.03% | +2,595+16.2% | Added |
| Fort Sheridan Advisors LLC | 18,846 | $505.1K | 0.11% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 18,886 | $506.1K | 0.01% | −3,408−15.3% | Reduced |
| Kestra Advisory Services, LLC | 19,175 | $513.9K | 0.01% | +4,765+33.1% | Added |
| Metropolitan Life Insurance Co | 19,540 | $523.7K | 0.03% | −1,551−7.4% | Reduced |
| McRae Capital Management Inc | 19,681 | $527.5K | 0.16% | +19,681 | New |
| Groesbeck Investment Management Corp | 19,875 | $533.0K | 0.81% | +5,078+34.3% | Added |
| EJF Capital LLC | 20,425 | $547.4K | 0.24% | −54,216−72.6% | Reduced |
| Gotham Asset Management, LLC | 20,614 | $552.5K | 0.01% | −311−1.5% | Reduced |
| Illinois Municipal Retirement Fund | 20,875 | $559.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 20,901 | $560.1K | 0.01% | +12,422+146.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 20,950 | $561.5K | 0.00% | +20,950 | New |
| Pekin Hardy Strauss, Inc. | 21,000 | $562.8K | 0.09% | −700−3.2% | Reduced |
| Toroso Investments, LLC | 21,108 | $565.7K | 0.02% | +1,666+8.6% | Added |
| Lincoln National Corp | 21,124 | $566.1K | 0.01% | +1,749+9.0% | Added |
| Centiva Capital, LP | 21,451 | $574.9K | 0.03% | +2,280+11.9% | Added |
| Carl P. Sherr & Co., LLC | 21,452 | $574.9K | 0.39% | −179−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 21,600 | $578.9K | 0.02% | 00.0% | Unchanged |
| Teza Capital Management LLC | 21,663 | $580.6K | 0.09% | +7,465+52.6% | Added |
| GTS Securities LLC | 21,778 | $583.6K | 0.01% | +21,778 | New |
| Gallagher Fiduciary Advisors, LLC | 21,908 | $587.1K | 0.05% | +1,463+7.2% | Added |
| Newman Dignan & Sheerar, Inc. | 22,454 | $601.8K | 0.20% | −296−1.3% | Reduced |
| Aquatic Capital Management LLC | 22,600 | $606.0K | 0.03% | −141,000−86.2% | Reduced |
| Everence Capital Management Inc | 22,720 | $609.0K | 0.05% | +11,820+108.4% | Added |
| HRT Financial LP | 23,016 | $616.0K | 0.01% | −144,153−86.2% | Reduced |
| Blair William & Co | 23,116 | $619.5K | 0.00% | −598−2.5% | Reduced |
| Romano Brothers and Company | 23,231 | $622.6K | 0.10% | −1,600−6.4% | Reduced |
| BHZ Capital Management, LP | 23,308 | $624.7K | 0.68% | 00.0% | Unchanged |
| Ostrum Asset Management | 23,321 | $625.0K | 0.06% | −434−1.8% | Reduced |
| Minerva Advisors LLC | 23,585 | $632.3K | 0.44% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 23,901 | $640.6K | 0.00% | −11,358−32.2% | Reduced |
| My Legacy Advisors, LLC | 25,880 | $643.9K | 0.26% | +9,050+53.8% | Added |
| Perpetual Ltd | 24,086 | $645.5K | 0.01% | +24,086 | New |
| Capstone Investment Advisors, LLC | 24,417 | $654.4K | 0.02% | −1,873−7.1% | Reduced |
| HighTower Advisors, LLC | 24,620 | $656.0K | 0.00% | −3,962−13.9% | Reduced |