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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, Q2 2021

Institutional positions in Citizens Financial Group Inc as of Jun 30, 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
695
+14 vs. Q1 2021
Shares held
396.1M
+4.98M (+1.3%) vs. Q1 2021
Total value
$18.2B
+$918.0M (+5.3%) vs. Q1 2021
New holders
77
285 more added
Sold out
63
236 more reduced

4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 695 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 heldQ2 2021: $18.2B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2021.

Institutions holding CFG in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Eagle Bay Advisors LLC100$00.00%+100New
WestEnd Advisors, LLC–$2290.00%–New
Sutton Wealth Advisors Inc.19$8720.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC26$1.00K0.00%00.0%Unchanged
Retirement Group, LLC22$1.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.34$1.00K0.00%−3−8.1%Reduced
Sentry Investment Management LLC21$1.00K0.00%+21New
Carroll Financial Associates, Inc.26$1.00K0.00%+26New
Gemmer Asset Management LLC12$1.00K0.00%+12New
Crewe Advisors LLC37$2.00K0.00%−235−86.4%Reduced
Salem Investment Counselors Inc50$2.00K0.00%00.0%Unchanged
HM Payson & Co40$2.00K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC50$2.00K0.00%00.0%Unchanged
Bogart Wealth, LLC34$2.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC50$2.00K0.00%00.0%Unchanged
Pflug Koory, LLC40$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC45$2.00K0.00%00.0%Unchanged
Standard Family Office LLC48$2.00K0.00%00.0%Unchanged
Atlas Private Wealth Advisors34$2.00K0.00%00.0%Unchanged
Wealth Quarterback LLC28$2.00K0.00%+28New
Wolff Wiese Magana LLC54$2.00K0.00%+54New
Global Financial Private Client, LLC56$2.60K0.00%00.0%Unchanged
Raffa Wealth Management, LLC62$2.84K0.00%00.0%Unchanged
FourThought Financial, LLC72$3.00K0.00%−20−21.7%Reduced
Asset Dedication, LLC70$3.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC68$3.00K0.00%+1+1.5%Added
Cordasco Financial Network67$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.64$3.00K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.75$3.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC59$3.00K0.00%00.0%Unchanged
Howe & Rusling Inc85$4.00K0.00%00.0%Unchanged
Bartlett & Co. LLC90$4.00K0.00%00.0%Unchanged
Sandy Spring Bank91$4.00K0.00%+91New
Bartlett & Co. Wealth Management LLC90$4.13K0.00%00.0%Unchanged
Jacobi Capital Management LLC105$5.00K0.00%00.0%Unchanged
Caldwell Trust Co110$5.05K0.00%+110New
Geneos Wealth Management Inc.150$6.00K0.00%−1,192−88.8%Reduced
San Francisco Sentry Investment Group (Ca)139$6.00K0.00%00.0%Unchanged
Eukles Asset Management140$6.00K0.00%00.0%Unchanged
Paragon Wealth Strategies, LLC133$6.00K0.00%+133New
Savior LLC160$7.00K0.01%−196−55.1%Reduced
Manchester Capital Management LLC163$7.00K0.00%00.0%Unchanged
Altshuler Shaham Ltd143$7.00K0.00%+143New
Investors Research Corp145$7.00K0.00%+145New
Private Capital Group, LLC175$8.00K0.00%00.0%Unchanged
Resolute Partners Group176$8.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB181$8.00K0.00%+135+293.5%Added
Strategic Blueprint, LLC165$8.00K0.00%+165New
North Star Investment Management Corp.200$9.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.200$9.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC192$9.00K0.00%+63+48.8%Added
Thompson Siegel & Walmsley LLC190$9.00K0.00%+175+1,166.7%Added
Cutler Group LP222$10.0K0.00%−18,988−98.8%Reduced
Carmichael Hill & Associates, Inc.217$10.0K0.01%−101−31.8%Reduced
Spire Wealth Management242$11.0K0.00%−66−21.4%Reduced
Earnest Partners LLC244$11.0K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc230$11.0K0.00%00.0%Unchanged
Loring Wolcott & Coolidge Fiduciary Advisors LLP232$11.0K0.00%+232New
Smithfield Trust Co245$12.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC259$12.0K0.00%+87+50.6%Added
Heritage Wealth Advisors287$13.2K0.00%00.0%Unchanged
Evoke Wealth, LLC313$14.0K0.00%−133−29.8%Reduced
Montag A & Associates Inc298$14.0K0.00%00.0%Unchanged
First Horizon Corp342$15.0K0.00%00.0%Unchanged
Logan Capital Management Inc327$15.0K0.00%+327New
Heritage Wealth Management, LLC323$15.0K0.01%+323New
Versant Capital Management, Inc347$16.0K0.01%−54−13.5%Reduced
Evolution Wealth Advisors, LLC349$16.0K0.00%00.0%Unchanged
Global Retirement Partners, LLC338$16.0K0.00%+204+152.2%Added
HHM Wealth Advisors, LLC400$18.0K0.00%−400−50.0%Reduced
Prentice Wealth Management LLC382$18.0K0.01%−13−3.3%Reduced
CVA Family Office, LLC405$19.0K0.01%−5−1.2%Reduced
Plante Moran Financial Advisors, LLC406$19.0K0.00%+144+55.0%Added
Dark Forest Capital Management LP412$19.0K0.01%+412New
Gradient Investments LLC464$21.0K0.00%+60+14.9%Added
McIlrath & Eck, LLC519$24.0K0.01%−39−7.0%Reduced
Trustcore Financial Services, LLC521$24.0K0.00%+521New
GPS Wealth Strategies Group, LLC550$25.0K0.01%00.0%Unchanged
Lindbrook Capital, LLC544$25.0K0.01%00.0%Unchanged
Carolinas Wealth Consulting LLC562$26.0K0.01%00.0%Unchanged
Glassman Wealth Services584$27.0K0.01%+34+6.2%Added
West Oak Capital, LLC600$28.0K0.01%00.0%Unchanged
Pinnacle Financial Partners Inc600$28.0K0.00%+600New
Pinnacle Wealth Advisors600$28.0K0.00%+600New
Winch Advisory Services, LLC636$29.0K0.01%+5+0.8%Added
Leelyn Smith, LLC630$29.0K0.01%00.0%Unchanged
Allworth Financial LP662$30.0K0.00%00.0%Unchanged
Red Door Wealth Management, LLC669$30.0K0.01%+669New
Jones Financial Companies LLLP667$31.0K0.00%+126+23.3%Added
Central Trust Co700$32.0K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.708$32.0K0.01%+39+5.8%Added
Harvest Fund Management Co., Ltd699$32.0K0.00%00.0%Unchanged
Bedel Financial Consulting, Inc.712$33.0K0.01%+500+235.8%Added
MUFG Americas Holdings Corp811$37.0K0.00%+670+475.2%Added
Zions Bancorporation, N.A.862$40.0K0.00%+4+0.5%Added
Liberty Wealth Management LLC864$40.0K0.02%+864New
Evermay Wealth Management LLC900$41.0K0.01%+900New
Sonora Investment Management, LLC1,069$49.0K0.01%−131−10.9%Reduced
Benjamin F. Edwards & Company, Inc.1,068$49.0K0.00%00.0%Unchanged
Johnson Financial Group, Inc.1,098$50.0K0.00%+1,000+1,020.4%Added