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 |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 16,095 | $431.3K | 0.01% | −3,923−19.6% | Reduced |
| Empirical Finance, LLC | 16,059 | $430.4K | 0.03% | +1,718+12.0% | Added |
| Signet Financial Management, LLC | 15,787 | $423.1K | 0.07% | −2,032−11.4% | Reduced |
| Pointe Capital Management LLC | 15,453 | $414.1K | 0.33% | −587−3.7% | Reduced |
| Lazard Asset Management LLC | 15,203 | $406.0K | 0.00% | −1,276−7.7% | Reduced |
| Greenleaf Trust | 15,041 | $403.1K | 0.00% | +188+1.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,908 | $399.5K | 0.01% | −357−2.3% | Reduced |
| CSS LLC | 14,400 | $385.9K | 0.03% | +4,400+44.0% | Added |
| New England Research & Management, Inc. | 14,315 | $384.0K | 0.22% | −950−6.2% | Reduced |
| United Services Automobile Association | 14,227 | $381.3K | 0.01% | +1,941+15.8% | Added |
| Court Place Advisors, LLC | 14,050 | $376.5K | 0.13% | −700−4.7% | Reduced |
| Pathstone Family Office, LLC | 13,799 | $375.7K | 0.00% | +13,799 | New |
| Commerce Bank | 13,838 | $370.9K | 0.00% | −233−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,620 | $365.0K | 0.02% | −290−2.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 13,608 | $364.7K | 0.17% | −98−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,536 | $362.8K | 0.02% | +2,641+24.2% | Added |
| Penserra Capital Management LLC | 13,239 | $352.0K | 0.01% | −358−2.6% | Reduced |
| Avantax Advisory Services, Inc. | 12,776 | $342.4K | 0.00% | +2,394+23.1% | Added |
| Cedrus LLC | 12,658 | $339.2K | 0.24% | +4,460+54.4% | Added |
| ABN AMRO Bank N.V. | 12,617 | $338.4K | 0.01% | −4,549−26.5% | Reduced |
| Altfest L J & Co Inc | 12,557 | $337.0K | 0.05% | +110+0.9% | Added |
| Cipher Capital LP | 12,518 | $335.5K | 0.24% | +12,518 | New |
| Sequoia Financial Advisors, LLC | 12,459 | $333.9K | 0.01% | +184+1.5% | Added |
| Vinva Investment Management Ltd | 12,564 | $331.1K | 0.03% | +12,564 | New |
| Advisory Services Network, LLC | 12,337 | $330.6K | 0.01% | +4,474+56.9% | Added |
| Impact Partnership Wealth, LLC | 12,326 | $330.4K | 0.10% | +12,219+11,419.6% | Added |
| Coldstream Capital Management Inc | 12,246 | $328.2K | 0.01% | +523+4.5% | Added |
| Alps Advisors Inc | 12,212 | $327.3K | 0.00% | +2,992+32.5% | Added |
| Archer Investment Corp | 12,113 | $324.6K | 0.11% | 00.0% | Unchanged |
| Intrua Financial, LLC | 12,065 | $323.3K | 0.06% | −2,225−15.6% | Reduced |
| Hall Capital Management Co Inc | 12,064 | $323.3K | 0.21% | +416+3.6% | Added |
| Ferguson Wellman Capital Management, Inc | 12,055 | $323.1K | 0.01% | −1,426−10.6% | Reduced |
| Pinnacle Holdings, LLC | 12,025 | $322.3K | 0.15% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 11,872 | $318.2K | 0.05% | +11,872 | New |
| Intech Investment Management LLC | 11,679 | $313.0K | 0.00% | +11,679 | New |
| TD Private Client Wealth LLC | 11,674 | $312.9K | 0.01% | −175−1.5% | Reduced |
| Stephens Inc | 11,541 | $309.3K | 0.01% | −1,326−10.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 11,100 | $297.5K | 0.04% | +11,100 | New |
| Gladstone Institutional Advisory LLC | 10,990 | $294.5K | 0.02% | +2,007+22.3% | Added |
| Epoch Investment Partners, Inc. | 10,867 | $291.2K | 0.00% | −1,750−13.9% | Reduced |
| 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 |
| V-Square Quantitative Management LLC | 10,796 | $289.3K | 0.13% | +6,938+179.8% | Added |
| Wealthspire Advisors, LLC | 10,632 | $284.9K | 0.00% | +573+5.7% | Added |
| Centennial Wealth Advisory LLC | 10,514 | $281.8K | 0.15% | −510−4.6% | Reduced |
| Kinneret Advisory, LLC | 10,420 | $279.3K | 0.03% | −6−0.1% | Reduced |
| Ieq Capital, LLC | 10,407 | $278.9K | 0.01% | +10,407 | New |
| Profund Advisors LLC | 10,232 | $274.2K | 0.02% | −898−8.1% | Reduced |
| Cobblestone Capital Advisors LLC | 10,206 | $273.5K | 0.02% | +22+0.2% | Added |
| Wolverine Trading, LLC | 10,181 | $272.9K | 0.00% | +10,181 | New |
| Arkadios Wealth Advisors | 10,136 | $271.6K | 0.03% | −2,085−17.1% | 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 |
| IFG Advisory, LLC | 9,963 | $267.0K | 0.02% | −291−2.8% | Reduced |
| Clear Harbor Asset Management, LLC | 9,865 | $264.4K | 0.03% | +1,000+11.3% | Added |
| Ancora Advisors, LLC | 9,627 | $258.0K | 0.01% | +1,655+20.8% | Added |
| Dana Investment Advisors, Inc. | 9,578 | $256.7K | 0.01% | +875+10.1% | Added |
| Beacon Pointe Advisors, LLC | 9,426 | $252.6K | 0.00% | +1,615+20.7% | Added |
| Factorial Partners, LLC | 9,300 | $249.2K | 0.18% | −6,000−39.2% | Reduced |
| iA Global Asset Management Inc. | 9,300 | $249.0K | 0.01% | −535−5.4% | Reduced |
| Continuum Advisory, LLC | 9,230 | $247.4K | 0.04% | −69−0.7% | Reduced |
| Liberty One Investment Management, LLC | 9,209 | $246.8K | 0.04% | −674−6.8% | Reduced |
| Lauer Wealth, LLC | 9,254 | $245.3K | 0.27% | −6,709−42.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 8,985 | $241.0K | 0.01% | −7,078−44.1% | Reduced |
| Pinnacle Associates Ltd | 8,954 | $240.0K | 0.00% | +321+3.7% | Added |
| Vestcor Inc | 8,882 | $238.0K | 0.01% | −3,315−27.2% | Reduced |
| HB Wealth Management, LLC | 8,801 | $235.9K | 0.00% | +8,801 | New |
| Sterling Investment Counsel, LLC | 8,743 | $234.3K | 0.13% | +940+12.0% | Added |
| Fort Washington Investment Advisors Inc | 8,652 | $231.9K | 0.00% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 8,633 | $231.4K | 0.15% | +72+0.8% | Added |
| Meeder Advisory Services, Inc. | 8,535 | $228.7K | 0.03% | +8,535 | New |
| Seaport Global Advisors, LLC | 8,145 | $218.3K | 0.65% | +5,479+205.5% | Added |
| Paragon Capital Management Ltd | 8,044 | $215.6K | 0.05% | −855−9.6% | Reduced |
| Dorsey & Whitney Trust CO LLC | 7,909 | $212.0K | 0.02% | +7,909 | New |
| Family Asset Management, LLC | 7,798 | $209.0K | 0.15% | +114+1.5% | Added |
| Klingenstein Fields & Co LP | 7,707 | $206.5K | 0.01% | −50−0.6% | Reduced |
| Modera Wealth Management, LLC | 7,641 | $204.8K | 0.00% | +7,641 | New |
| Veriti Management LLC | 7,612 | $204.0K | 0.02% | +7,612 | New |
| Advisors Capital Management, LLC | 7,555 | $202.0K | 0.01% | −120−1.6% | Reduced |
| Virtue Capital Management, LLC | 7,656 | $201.0K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,198 | $192.9K | 0.01% | −178−2.4% | Reduced |
| Covestor Ltd | 6,913 | $185.0K | 0.14% | +1,619+30.6% | Added |
| Horizon Investments, LLC | 6,771 | $178.2K | 0.01% | −111−1.6% | Reduced |
| Signaturefd, LLC | 6,454 | $173.0K | 0.00% | +1,220+23.3% | Added |
| Umb Bank N A | 6,308 | $169.1K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,782 | $155.0K | 0.00% | +1,551+36.7% | Added |
| Quadrant Capital Group LLC | 5,510 | $147.7K | 0.01% | +891+19.3% | Added |
| Ameritas Investment Partners, Inc. | 5,451 | $146.1K | 0.01% | −571−9.5% | Reduced |
| Huntington National Bank | 5,353 | $143.5K | 0.00% | −701−11.6% | Reduced |
| Raleigh Capital Management Inc. | 5,132 | $137.5K | 0.07% | +177+3.6% | Added |
| Knights of Columbus Asset Advisors LLC | 4,984 | $133.6K | 0.01% | −113,159−95.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,818 | $129.1K | 0.00% | −440−8.4% | Reduced |
| IFP Advisors, Inc | 4,684 | $125.5K | 0.01% | −6,774−59.1% | Reduced |
| Allworth Financial LP | 4,483 | $120.1K | 0.00% | +2,923+187.4% | Added |
| Credit Agricole S A | 4,445 | $119.1K | 0.00% | +4,445 | New |
| Harbour Investments, Inc. | 4,332 | $116.1K | 0.01% | +3,103+252.5% | Added |
| EverSource Wealth Advisors, LLC | 3,945 | $105.7K | 0.01% | +197+5.3% | Added |
| Van Eck Associates Corp | 3,881 | $104.0K | 0.00% | +339+9.6% | Added |
| Systematic Alpha Investments, LLC | 3,860 | $103.4K | 0.01% | +3,860 | New |
| Parallax Volatility Advisers, L.P. | 3,839 | $102.9K | 0.00% | −2,519−39.6% | Reduced |