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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
Geneos Wealth Management Inc.1,342$62.0K0.00%––
Compagnie Lombard Odier SCmA1,521$67.0K0.00%––
Arkadios Wealth Advisors1,532$67.0K0.01%––
Brewin Dolphin Ltd1,530$67.5K0.00%––
Cary Street Partner Investment Advisory LLC1,590$70.0K0.03%––
Loomis Sayles & Co L P1,600$71.0K0.00%––
Enterprise Financial Services Corp1,652$73.0K0.01%––
FormulaFolio Investments, LLC1,768$87.0K0.03%––
Horan Securities, Inc.2,169$96.0K0.08%––
Wolverine Asset Management LLC2,215$97.0K0.00%––
Whittier Trust Co2,215$98.0K0.00%––
Leonteq Securities AG2,222$98.1K0.01%––
Carolina Wealth Advisors, LLC2,331$103.0K0.08%––
Institutional & Family Asset Management, LLC2,358$104.0K0.02%––
Berman Capital Advisors, LLC2,430$107.0K0.02%––
Brown Brothers Harriman & Co2,504$111.0K0.00%––
NEXT Financial Group, Inc2,609$115.0K0.01%––
Quadrant Capital Group LLC2,698$119.0K0.02%––
Clearstead Advisors, LLC2,902$128.0K0.01%––
TD Private Client Wealth LLC2,917$128.8K0.01%––
Parallel Advisors, LLC2,976$131.0K0.01%––
NuWave Investment Management, LLC3,014$133.0K0.17%––
Eaton Vance Management3,103$137.0K0.00%––
Signaturefd, LLC3,320$147.0K0.01%––
Harbour Investments, Inc.3,427$151.0K0.01%––
Capstone Investment Advisors, LLC3,574$158.0K0.00%––
Valeo Financial Advisors, LLC3,587$158.0K0.01%––
Mirova3,973$175.0K0.02%––
Fieldpoint Private Securities, LLC4,514$199.0K0.05%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main4,544$200.6K0.00%––
Nomura Holdings Inc4,571$201.0K0.00%––
Blueshift Asset Management, LLC4,544$201.0K0.02%––
Livforsakringsbolaget Skandia, Omsesidigt4,600$203.0K0.01%––
Western Financial Corporation4,632$204.0K0.12%––
Driehaus Capital Management LLC4,616$204.0K0.00%––
Walleye Trading LLC4,629$204.0K0.01%––
Orion Portfolio Solutions, LLC4,676$206.0K0.01%––
Check Capital Management Inc4,700$208.0K0.02%––
Bel Air Investment Advisors LLC4,748$210.0K0.01%––
Summit X, LLC4,825$214.0K0.06%––
Personal Cfo Solutions, LLC4,877$215.0K0.05%––
Capital Asset Advisory Services LLC4,921$217.0K0.03%––
Gryphon Financial Partners LLC4,915$217.0K0.05%––
Savant Capital, LLC4,929$218.0K0.01%––
Sequoia Financial Advisors, LLC4,963$219.0K0.01%––
Pinnacle Associates Ltd5,050$223.0K0.00%––
Steward Partners Investment Advisory, LLC5,143$227.1K0.00%––
Gateway Investment Advisers LLC5,227$231.0K0.00%––
Norris Perne & French LLP5,253$232.0K0.02%––
Highland Private Wealth Management5,236$232.0K0.04%––
Clarius Group, LLC5,289$234.0K0.02%––
Pitcairn Co5,362$237.0K0.02%––
Assetmark, Inc5,362$237.0K0.00%––
TCF National Bank5,379$237.0K0.03%––
HighPoint Advisor Group LLC5,287$240.0K0.03%––
Conning Inc.5,569$246.0K0.01%––
Campbell & CO Investment Adviser LLC5,563$246.0K0.15%––
First Heartland Consultants, Inc.5,658$250.0K0.04%––
Peak Financial Advisors LLC5,682$251.0K0.21%––
Salzhauer Michael5,801$256.0K0.15%––
D.A. Davidson & Co.5,800$256.0K0.00%––
Bremer Bank National Association5,809$256.0K0.06%––
KC Investment Advisors, LLC5,827$257.0K0.24%––
Fulton Bank, N.A.5,856$259.0K0.01%––
Northwestern Mutual Wealth Management Co5,927$261.0K0.00%––
Whalerock Point Partners, LLC6,000$264.9K0.12%––
Crumly & Associates Inc.6,029$266.0K0.16%––
American Portfolios Advisors6,113$269.9K0.01%––
First Mercantile Trust Co6,131$270.0K0.03%––
Jackson Square Capital, LLC6,134$271.0K0.10%––
Veritable, L.P.6,181$273.0K0.00%––
CX Institutional6,218$274.0K0.02%––
Pearl River Capital, LLC6,249$276.0K0.09%––
First Horizon Advisors, Inc.6,335$279.0K0.02%––
Regentatlantic Capital LLC6,400$283.0K0.01%––
Raymond James Trust N.A.6,474$286.0K0.01%––
Nations Financial Group Inc,6,500$287.0K0.07%––
TD Ameritrade Investment Management, LLC8,118$290.0K0.00%––
Ieq Capital, LLC6,558$290.0K0.01%––
Advisory Services Network, LLC6,618$292.0K0.01%––
Regions Financial Corp6,628$293.0K0.00%––
Ellevest, Inc.6,668$294.0K0.04%––
Advisors Capital Management, LLC6,694$295.0K0.01%––
Wetherby Asset Management Inc6,722$296.0K0.02%––
People's United Financial, Inc.6,709$296.0K0.01%––
Commerce Bank6,725$297.0K0.00%––
Cerity Partners LLC6,742$298.0K0.01%––
Boothbay Fund Management, LLC6,794$300.0K0.02%––
IndexIQ Advisors LLC6,815$301.0K0.01%––
FDx Advisors, Inc.6,840$302.0K0.01%––
Grove Bank & Trust6,881$304.0K0.07%––
Polar Asset Management Partners Inc.6,927$306.0K0.00%––
Neo Ivy Capital Management7,117$314.0K0.34%––
Liberty One Investment Management, LLC7,125$315.0K0.06%––
Parsons Capital Management Inc7,336$324.0K0.03%––
Ci Investments Inc.7,348$324.0K0.00%––
Intrua Financial, LLC7,113$328.0K0.08%––
Washington Trust Co7,500$331.0K0.01%––
Quantinno Capital Management LP7,727$341.0K0.37%––
Parallax Volatility Advisers, L.P.7,766$343.0K0.00%––