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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, Q1 2021

Institutional positions in Citizens Financial Group Inc as of Mar 31, 2021. 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
685
No complete 13F data for Q4 2020
Shares held
396.6M
No complete 13F data for Q4 2020
Total value
$17.5B
No complete 13F data for Q4 2020

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 holdersQ1 2021: 685 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 heldQ1 2021: $17.5B
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, Q1 2021

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CFG in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
FIL Ltd8$00.00%––
Dorsey Wright & Associates8,042$3550.00%––
Sutton Wealth Advisors Inc.19$8390.00%––
Thompson Siegel & Walmsley LLC15$1.00K0.00%––
Covington Capital Management27$1.00K0.00%––
Nelson, Van Denburg & Campbell Wealth Management Group, LLC26$1.00K0.00%––
MPS Loria Financial Planners, LLC41$1.00K0.00%––
Retirement Group, LLC22$1.00K0.00%––
Alpha DNA Investment Management LLC27$1.00K0.00%––
SOA Wealth Advisors, LLC.37$1.00K0.00%––
Salem Investment Counselors Inc50$2.00K0.00%––
HM Payson & Co40$2.00K0.00%––
Massmutual Trust Co FSB46$2.00K0.00%––
BerganKDV Wealth Management, LLC50$2.00K0.00%––
Bogart Wealth, LLC34$2.00K0.00%––
Centerpoint Advisors, LLC50$2.00K0.00%––
Pflug Koory, LLC40$2.00K0.00%––
Prestige Wealth Management Group LLC45$2.00K0.00%––
Standard Family Office LLC48$2.00K0.00%––
Atlas Private Wealth Advisors34$2.00K0.00%––
Global Financial Private Client, LLC56$2.52K0.00%––
Raffa Wealth Management, LLC62$2.74K0.00%––
Asset Dedication, LLC70$3.00K0.00%––
Wealthcare Capital Management LLC66$3.00K0.00%––
Baystate Wealth Management LLC67$3.00K0.00%––
Cordasco Financial Network67$3.00K0.00%––
Tarbox Family Office, Inc.64$3.00K0.00%––
Sterling Investment Advisors, Ltd.75$3.00K0.00%––
Sittner & Nelson, LLC59$3.00K0.00%––
Bartlett & Co. Wealth Management LLC90$3.97K0.00%––
Howe & Rusling Inc85$4.00K0.00%––
Johnson Financial Group, Inc.98$4.00K0.00%––
Bartlett & Co. LLC90$4.00K0.00%––
Wealthcare Advisory Partners LLC93$4.00K0.00%––
Coastal Capital Group, Inc.93$4.00K0.00%––
FourThought Financial, LLC92$4.00K0.00%––
Jacobi Capital Management LLC105$5.00K0.00%––
MUFG Americas Holdings Corp141$6.00K0.00%––
San Francisco Sentry Investment Group (Ca)139$6.00K0.00%––
FinTrust Capital Advisors, LLC129$6.00K0.00%––
Eukles Asset Management140$6.00K0.00%––
Global Retirement Partners, LLC134$6.00K0.00%––
Manchester Capital Management LLC163$7.00K0.00%––
Hexagon Capital Partners LLC172$7.00K0.00%––
Hexavest Inc.186$8.00K0.00%––
Private Capital Group, LLC175$8.00K0.00%––
Resolute Partners Group176$8.00K0.00%––
North Star Investment Management Corp.200$9.00K0.00%––
Harbor Investment Advisory, LLC209$9.00K0.00%––
Bedel Financial Consulting, Inc.212$9.00K0.00%––
Global Wealth Management Investment Advisory, Inc.200$9.00K0.00%––
Smithfield Trust Co245$10.0K0.00%––
Farmers & Merchants Investments Inc230$10.0K0.00%––
Meridian Wealth Partners, LLC234$10.0K0.00%––
Sun Life Financial INC248$11.0K0.00%––
Earnest Partners LLC244$11.0K0.00%––
Plante Moran Financial Advisors, LLC262$12.0K0.00%––
Crewe Advisors LLC272$12.0K0.00%––
Heritage Wealth Advisors287$12.7K0.00%––
Montag A & Associates Inc298$13.0K0.00%––
Stonebridge Capital Advisors LLC321$14.0K0.00%––
Carmichael Hill & Associates, Inc.318$14.0K0.01%––
Spire Wealth Management308$14.0K0.00%––
First Horizon Corp342$15.0K0.00%––
Evolution Wealth Advisors, LLC349$15.0K0.00%––
Savior LLC356$16.0K0.02%––
Prentice Wealth Management LLC395$17.0K0.01%––
Gradient Investments LLC404$18.0K0.00%––
Versant Capital Management, Inc401$18.0K0.01%––
CVA Family Office, LLC410$18.0K0.01%––
Evoke Wealth, LLC446$20.0K0.00%––
Jones Financial Companies LLLP541$24.0K0.00%––
Glassman Wealth Services550$24.0K0.01%––
GPS Wealth Strategies Group, LLC550$24.0K0.01%––
Lindbrook Capital, LLC544$24.0K0.01%––
International Assets Investment Management, LLC675$24.0K0.00%––
McIlrath & Eck, LLC558$25.0K0.01%––
Carolinas Wealth Consulting LLC562$25.0K0.01%––
West Oak Capital, LLC600$26.0K0.01%––
Kings Point Capital Management600$26.0K0.00%––
Winch Advisory Services, LLC631$28.0K0.01%––
Leelyn Smith, LLC630$28.0K0.01%––
Allworth Financial LP662$29.0K0.00%––
TCI Wealth Advisors, Inc.669$30.0K0.01%––
Harvest Fund Management Co., Ltd699$30.0K0.00%––
Central Trust Co700$31.0K0.00%––
HHM Wealth Advisors, LLC800$35.0K0.01%––
Human Investing LLC840$37.0K0.01%––
RBA Wealth Management, LLC855$37.7K0.03%––
Zions Bancorporation, N.A.858$38.0K0.00%––
CSat Investment Advisory, L.P.938$41.0K0.03%––
Eudaimonia Partners, LLC942$42.0K0.01%––
Benjamin F. Edwards & Company, Inc.1,068$47.0K0.00%––
Parkside Financial Bank & Trust1,122$49.0K0.01%––
Concord Wealth Partners1,148$51.0K0.02%––
Sonora Investment Management, LLC1,200$53.0K0.00%––
CWM, LLC1,251$57.0K0.00%––
Huntington National Bank1,402$62.0K0.00%––
Delta Asset Management LLC1,398$62.0K0.01%––
Patriot Financial Group Insurance Agency, LLC1,403$62.0K0.01%––