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 |
|---|---|---|---|---|---|
| Cutler Group LP | 3,734 | $100.0K | 0.02% | −15,321−80.4% | Reduced |
| First Horizon Advisors, Inc. | 3,617 | $96.9K | 0.00% | −120−3.2% | Reduced |
| EMC Capital Management | 3,591 | $96.0K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,530 | $94.6K | 0.00% | −562−13.7% | Reduced |
| Quent Capital, LLC | 3,140 | $84.2K | 0.01% | +493+18.6% | Added |
| Desjardins Global Asset Management Inc. | 2,928 | $78.5K | 0.01% | −1,081−27.0% | Reduced |
| FSC Wealth Advisors, LLC | 2,927 | $78.4K | 0.08% | +527+22.0% | Added |
| Clearstead Advisors, LLC | 2,902 | $77.8K | 0.00% | −65−2.2% | Reduced |
| Benjamin Edwards Inc | 2,746 | $74.0K | 0.02% | −141−4.9% | Reduced |
| Sentry Investment Management LLC | 2,742 | $73.0K | 0.03% | −664−19.5% | Reduced |
| Highlander Capital Management, LLC | 2,556 | $69.0K | 0.03% | +2,556 | New |
| GWM Advisors LLC | 2,488 | $66.7K | 0.00% | −347−12.2% | Reduced |
| Whittier Trust Co | 2,395 | $64.2K | 0.00% | +104+4.5% | Added |
| Gradient Investments LLC | 2,125 | $57.0K | 0.00% | −2,023−48.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,080 | $55.7K | 0.00% | +2,000+2,500.0% | Added |
| Robeco Institutional Asset Management B.V. | 2,079 | $55.7K | 0.00% | −11,075−84.2% | Reduced |
| Johnson Financial Group, Inc. | 2,070 | $55.5K | 0.00% | −276−11.8% | Reduced |
| First Financial Corp | 1,950 | $52.2K | 0.03% | +1,950 | New |
| State of Wyoming | 1,919 | $51.4K | 0.01% | +702+57.7% | Added |
| Alta Advisers Ltd | 1,900 | $50.9K | 0.03% | 00.0% | Unchanged |
| Washington Trust Co | 1,850 | $49.6K | 0.00% | −3,500−65.4% | Reduced |
| Paradigm Asset Management Co LLC | 1,749 | $46.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,735 | $46.5K | 0.02% | −84−4.6% | Reduced |
| Global Retirement Partners, LLC | 1,693 | $43.4K | 0.00% | +1,305+336.3% | Added |
| Ci Investments Inc. | 1,523 | $41.0K | 0.00% | +73+5.0% | Added |
| Armstrong Advisory Group, Inc | 1,512 | $40.5K | 0.00% | +360+31.3% | Added |
| Authentikos Wealth Advisory, LLC | 1,506 | $40.4K | 0.04% | +1,506 | New |
| Pension & Wealth Management Advisors, Inc. | 1,466 | $39.3K | 0.03% | −112−7.1% | Reduced |
| Parkside Financial Bank & Trust | 1,460 | $39.1K | 0.01% | −29−1.9% | Reduced |
| Zions Bancorporation, N.A. | 1,420 | $38.1K | 0.00% | −19−1.3% | Reduced |
| Delta Asset Management LLC | 1,398 | $37.5K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,383 | $37.1K | 0.03% | +1,383 | New |
| Union Investments & Development Ltd. | 1,350 | $36.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,258 | $33.7K | 0.00% | −50−3.8% | Reduced |
| Nordwand Advisors, LLC | 1,190 | $31.9K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,187 | $31.8K | 0.00% | −448−27.4% | Reduced |
| Massmutual Trust Co FSB | 1,168 | $31.3K | 0.00% | +184+18.7% | Added |
| Farther Finance Advisors, LLC | 1,078 | $28.9K | 0.00% | +296+37.9% | Added |
| Compagnie Lombard Odier SCmA | 1,065 | $28.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,024 | $28.0K | 0.00% | +14+1.4% | Added |
| Glassman Wealth Services | 992 | $26.6K | 0.00% | −19−1.9% | Reduced |
| Lindbrook Capital, LLC | 988 | $26.5K | 0.00% | +496+100.8% | Added |
| Infrastructure Capital Advisors, LLC | 22,954 | $24.9K | 0.00% | +819+3.7% | Added |
| Baker Avenue Asset Management, LP | 845 | $22.6K | 0.00% | +84+11.0% | Added |
| AM Squared Ltd | 800 | $21.4K | 0.03% | −4,800−85.7% | 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 |
| Carolinas Wealth Consulting LLC | 803 | $18.8K | 0.00% | −42−5.0% | Reduced |
| Central Trust Co | 700 | $18.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 681 | $18.3K | 0.00% | +79+13.1% | Added |
| Carmichael Hill & Associates, Inc. | 657 | $17.6K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 628 | $17.0K | 0.01% | −49−7.2% | Reduced |
| Spire Wealth Management | 604 | $16.2K | 0.00% | +25+4.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $16.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 600 | $16.0K | 0.00% | −11−1.8% | Reduced |
| NVWM, LLC | 565 | $15.1K | 0.00% | +1+0.2% | Added |
| Riverview Trust Co | 553 | $14.8K | 0.01% | 00.0% | Unchanged |
| 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 |
| Concord Wealth Partners | 536 | $14.4K | 0.00% | +30+5.9% | Added |
| NBC Securities, Inc. | 546 | $14.0K | 0.00% | +546 | New |
| West Paces Advisors Inc. | 466 | $12.5K | 0.00% | −500−51.8% | Reduced |
| Grove Bank & Trust | 460 | $12.3K | 0.00% | −2,063−81.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 434 | $11.6K | 0.00% | +272+167.9% | Added |
| Venturi Wealth Management, LLC | 423 | $11.3K | 0.00% | +142+50.5% | Added |
| West Oak Capital, LLC | 400 | $11.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 392 | $10.5K | 0.00% | −150−27.7% | Reduced |
| Quarry LP | 390 | $10.5K | 0.01% | +390 | New |
| Hexagon Capital Partners LLC | 358 | $9.59K | 0.00% | −98−21.5% | Reduced |
| Farmers & Merchants Investments Inc | 325 | $8.71K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 298 | $7.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 255 | $6.83K | 0.00% | +74+40.9% | Added |
| FinTrust Capital Advisors, LLC | 245 | $6.56K | 0.00% | −18−6.8% | Reduced |
| Earnest Partners LLC | 244 | $6.54K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 241 | $6.12K | 0.00% | +241 | New |
| 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 |
| Colonial Trust Co | 223 | $5.98K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 222 | $5.95K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 218 | $5.84K | 0.00% | −500−69.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 217 | $5.83K | 0.00% | +3+1.4% | Added |
| Certified Advisory Corp | 213 | $5.71K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 210 | $5.63K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 209 | $5.60K | 0.00% | −5−2.3% | Reduced |
| RFP Financial Group LLC | 195 | $5.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 194 | $5.20K | 0.00% | −41−17.4% | Reduced |
| Pin Oak Investment Advisors Inc | 175 | $5.00K | 0.01% | −36−17.1% | Reduced |
| Column Capital Advisors, LLC | 174 | $4.66K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 173 | $4.64K | 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 |
| HHM Wealth Advisors, LLC | 164 | $4.40K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 159 | $4.26K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 155 | $4.02K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 148 | $3.97K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $3.91K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $3.89K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 144 | $3.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 142 | $3.81K | 0.00% | −10−6.6% | Reduced |