Skip to main content

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

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.

Institutional holdersQ3 2023: 651 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ3 2023: $11.8B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$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.

Institutions holding CFG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Verum Partners LLC0$00.00%−9,768−100.0%Sold out
Atria Wealth Solutions, Inc.0$00.00%−9,398−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−9,390−100.0%Sold out
Badgley Phelps Wealth Managers, LLC0$00.00%−9,213−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−9,126−100.0%Sold out
Dakota Wealth Management0$00.00%−8,666−100.0%Sold out
Symmetry Partners, LLC0$00.00%−8,536−100.0%Sold out
Two Sigma Investments, LP0$00.00%−8,499−100.0%Sold out
Watershed Asset Management, L.L.C.0$00.00%−8,113−100.0%Sold out
Horan Securities, Inc.0$00.00%−6,842−100.0%Sold out
Mark Sheptoff Financial Planning, LLC0$00.00%−6,500−100.0%Sold out
Meitav Dash Investments Ltd0$00.00%−4,506−100.0%Sold out
Neo Ivy Capital Management0$00.00%−2,997−100.0%Sold out
Itau Unibanco Holding S.A.0$00.00%−2,568−100.0%Sold out
South Dakota Investment Council0$00.00%−2,400−100.0%Sold out
Elequin Capital LP0$00.00%−1,495−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−1,477−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−985−100.0%Sold out
Clear Street Markets LLC0$00.00%−633−100.0%Sold out
Islay Capital Management, LLC0$00.00%−626−100.0%Sold out
Cambridge Trust Co0$00.00%−600−100.0%Sold out
Clearview Wealth Advisors LLC0$00.00%−515−100.0%Sold out
WealthPLAN Partners, LLC0$00.00%−325−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−324−100.0%Sold out
Worth Asset Management, LLC0$00.00%−305−100.0%Sold out
Heritage Wealth Advisors0$00.00%−287−100.0%Sold out
Arlington Partners LLC0$00.00%−244−100.0%Sold out
Park Place Capital Corp0$00.00%−237−100.0%Sold out
Atlas Capital Advisors LLC0$00.00%−200−100.0%Sold out
Viking Fund Management LLC0$00.00%−180−100.0%Sold out
WR Wealth Planners, LLC0$00.00%−120−100.0%Sold out
Stonebridge Capital Advisors LLC0$00.00%−115−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−60−100.0%Sold out
Larson Financial Group LLC0$00.00%−73−100.0%Sold out
ICA Group Wealth Management, LLC0$00.00%−64−100.0%Sold out
Disciplined Investments, LLC0$00.00%−42−100.0%Sold out
Bollard Group LLC0$00.00%−50−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−24−100.0%Sold out
Fairfield, Bush & Co.0$00.00%−26−100.0%Sold out
NewSquare Capital LLC0$00.00%−25−100.0%Sold out
Chilton Capital Management LLC0$00.00%−24−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−1−100.0%Sold out
Sofos Investments, Inc.0$00.00%−26−100.0%Sold out
Kames Capital plc––––Not filed
Pictet Asset Management SA––––Not filed
Lansing Street Advisors––––Not filed
Kistler-Tiffany Companies, LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed
BerganKDV Wealth Management, LLC––––Not filed