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 | 861 | $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 |
|---|---|---|---|---|---|
| Eukles Asset Management | 140 | $3.75K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 135 | $3.62K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $3.52K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $3.35K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $3.35K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 125 | $3.35K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 114 | $3.06K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 149 | $3.00K | 0.00% | +149 | New |
| Caldwell Trust Co | 110 | $2.95K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 100 | $2.68K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 88 | $2.35K | 0.00% | +88 | New |
| Cornerstone Planning Group LLC | 87 | $2.33K | 0.00% | −180−67.4% | Reduced |
| Godsey & Gibb Associates | 79 | $2.12K | 0.00% | +79 | New |
| Sutton Wealth Advisors Inc. | 79 | $2.12K | 0.00% | +5+6.8% | Added |
| Sandy Spring Bank | 78 | $2.09K | 0.00% | +78 | New |
| Macroview Investment Management LLC | 78 | $2.09K | 0.00% | +78 | New |
| Baystate Wealth Management LLC | 76 | $2.04K | 0.00% | +2+2.7% | Added |
| Tyler-Stone Wealth Management | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 71 | $1.90K | 0.00% | +71 | New |
| Key Financial Inc | 67 | $1.80K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 67 | $1.80K | 0.00% | +67 | New |
| Highline Wealth Partners LLC | 58 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 66 | $1.55K | 0.00% | +66 | New |
| Global Financial Private Client, LLC | 56 | $1.45K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 50 | $1.34K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 49 | $1.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 46 | $1.24K | 0.00% | −7−13.2% | Reduced |
| SJS Investment Consulting Inc. | 40 | $1.07K | 0.00% | +7+21.2% | Added |
| Perkins Coie Trust Co | 40 | $1.07K | 0.00% | +40 | New |
| Transamerica Financial Advisors, Inc. | 31 | $1.00K | 0.00% | −19−38.0% | Reduced |
| SkyView Investment Advisors, LLC | 53 | $1.00K | 0.00% | −36−40.4% | Reduced |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 62 | $1.00K | 0.00% | +25+67.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $938 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 31 | $835 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 31 | $831 | 0.00% | −22−41.5% | Reduced |
| Lee Financial Co | 21 | $563 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $536 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 18 | $469 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 15 | $402 | 0.00% | −375−96.2% | Reduced |
| Coppell Advisory Solutions LLC | 10 | $394 | 0.00% | −9−47.4% | Reduced |
| Prestige Wealth Management Group LLC | 13 | $349 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 13 | $349 | 0.00% | +13 | New |
| USA Financial Portformulas Corp | 10 | $268 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $209 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $27 | 0.00% | −61−98.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $26 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −679,154−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −512,300−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −486,334−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −482,119−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −426,714−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −394,110−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −295,501−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −227,741−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −197,242−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −170,800−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −142,662−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −139,088−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −122,000−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −112,016−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −101,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −90,074−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −88,917−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −85,776−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −73,455−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −70,515−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −65,639−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −62,304−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −57,623−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −51,328−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −42,739−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −38,810−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −27,278−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −24,201−100.0% | Sold out |
| Barry Investment Advisors, LLC | 0 | $0 | 0.00% | −21,494−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −20,504−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −19,684−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −18,606−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,867−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −17,161−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −15,885−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −15,359−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −13,588−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −12,353−100.0% | Sold out |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −11,620−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −10,924−100.0% | Sold out |
| Texas Yale Capital Corp. | 0 | $0 | 0.00% | −10,692−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −10,419−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −10,240−100.0% | Sold out |
| Wilbanks Smith & Thomas Asset Management LLC | 0 | $0 | 0.00% | −10,298−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Artal Group S.A. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lincoln Capital Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |