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, 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.
| 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, Q2 2021
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 1,187 | $55.0K | 0.02% | +65+5.8% | Added |
| BBVA USA | 1,195 | $55.0K | 0.00% | +1,195 | New |
| CWM, LLC | 1,251 | $57.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,247 | $57.0K | 0.00% | +1,247 | New |
| Delta Asset Management LLC | 1,398 | $64.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,432 | $66.0K | 0.02% | +284+24.7% | Added |
| Leonteq Securities AG | 1,479 | $67.8K | 0.01% | −743−33.4% | Reduced |
| Compagnie Lombard Odier SCmA | 1,521 | $70.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 1,598 | $73.0K | 0.01% | −54−3.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,643 | $75.0K | 0.01% | +240+17.1% | Added |
| NuWave Investment Management, LLC | 1,680 | $77.0K | 0.09% | −1,334−44.3% | Reduced |
| State of Wyoming | 1,749 | $80.0K | 0.05% | +1,749 | New |
| FormulaFolio Investments, LLC | 1,768 | $81.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,215 | $102.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,254 | $103.0K | 0.00% | +39+1.8% | Added |
| Institutional & Family Asset Management, LLC | 2,358 | $108.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 2,484 | $113.0K | 0.02% | +54+2.2% | Added |
| Brown Brothers Harriman & Co | 2,579 | $118.0K | 0.00% | +75+3.0% | Added |
| Glen Eagle Advisors, LLC | 2,585 | $118.6K | 0.04% | +2,585 | New |
| Acadian Asset Management LLC | 2,685 | $123.0K | 0.00% | −8,603−76.2% | Reduced |
| NEXT Financial Group, Inc | 2,883 | $132.0K | 0.01% | +274+10.5% | Added |
| TD Private Client Wealth LLC | 2,914 | $133.7K | 0.01% | −3−0.1% | Reduced |
| PEAK6 Investments LLC | 2,917 | $134.0K | 0.00% | −40,430−93.3% | Reduced |
| Quadrant Capital Group LLC | 2,944 | $135.0K | 0.02% | +246+9.1% | Added |
| Clearstead Advisors, LLC | 2,996 | $137.0K | 0.01% | +94+3.2% | Added |
| Carolina Wealth Advisors, LLC | 2,990 | $137.0K | 0.09% | +659+28.3% | Added |
| Corsicana & Co. | 3,000 | $138.0K | 0.09% | +3,000 | New |
| Harbor Investment Advisory, LLC | 3,121 | $143.0K | 0.02% | +2,912+1,393.3% | Added |
| Harbour Investments, Inc. | 3,276 | $150.0K | 0.00% | −151−4.4% | Reduced |
| Parallel Advisors, LLC | 3,329 | $153.0K | 0.01% | +353+11.9% | Added |
| CX Institutional | 3,405 | $156.0K | 0.01% | −2,813−45.2% | Reduced |
| Caption Management, LLC | 3,500 | $160.0K | 0.01% | +3,500 | New |
| Asahi Life Asset Management Co., Ltd. | 3,800 | $174.0K | 0.02% | −5,830−60.5% | Reduced |
| Mirova | 3,973 | $182.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,957 | $182.0K | 0.01% | +637+19.2% | Added |
| Horan Securities, Inc. | 3,979 | $182.0K | 0.13% | +1,810+83.4% | Added |
| Benjamin Edwards Inc | 4,300 | $197.0K | 0.14% | +4,300 | New |
| Fieldpoint Private Securities, LLC | 4,459 | $199.0K | 0.04% | −55−1.2% | Reduced |
| Centiva Capital, LP | 4,403 | $202.0K | 0.02% | −19,803−81.8% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 4,425 | $203.0K | 0.02% | +4,425 | New |
| Sequoia Financial Advisors, LLC | 4,454 | $204.0K | 0.01% | −509−10.3% | Reduced |
| Western Financial Corporation | 4,524 | $208.0K | 0.11% | −108−2.3% | Reduced |
| Check Capital Management Inc | 4,700 | $216.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,805 | $220.0K | 0.07% | +4,805 | New |
| Meristem Family Wealth, LLC | 4,880 | $224.0K | 0.04% | +4,880 | New |
| Burney Co | 4,916 | $225.0K | 0.01% | +4,916 | New |
| Gateway Investment Advisers LLC | 4,935 | $226.0K | 0.00% | −292−5.6% | Reduced |
| Precision Wealth Strategies, LLC | 4,973 | $228.0K | 0.20% | +4,973 | New |
| Savant Capital, LLC | 4,989 | $229.0K | 0.01% | +60+1.2% | Added |
| True North Advisors, LLC | 5,000 | $229.0K | 0.05% | +5,000 | New |
| Pinnacle Associates Ltd | 5,050 | $232.0K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 5,070 | $233.0K | 0.01% | −499−9.0% | Reduced |
| Parthenon LLC | 5,073 | $233.0K | 0.03% | +5,073 | New |
| Empirical Finance, LLC | 5,173 | $237.0K | 0.04% | +5,173 | New |
| Bremer Bank National Association | 5,187 | $238.0K | 0.05% | −622−10.7% | Reduced |
| Vident Investment Advisory, LLC | 5,203 | $238.0K | 0.01% | +5,203 | New |
| Highland Private Wealth Management | 5,261 | $241.0K | 0.04% | +25+0.5% | Added |
| Longfellow Investment Management Co LLC | 5,290 | $243.0K | 0.03% | −2,980−36.0% | Reduced |
| Clarius Group, LLC | 5,322 | $244.0K | 0.02% | +33+0.6% | Added |
| Pitcairn Co | 5,399 | $248.0K | 0.02% | +37+0.7% | Added |
| Bridgefront Capital, LLC | 5,453 | $250.0K | 0.09% | +5,453 | New |
| First Mercantile Trust Co | 5,503 | $252.0K | 0.03% | −628−10.2% | Reduced |
| Regions Financial Corp | 5,561 | $255.0K | 0.00% | −1,067−16.1% | Reduced |
| Deseret Mutual Benefit Administrators | 5,598 | $257.0K | 0.06% | +5,598 | New |
| First Heartland Consultants, Inc. | 5,659 | $260.0K | 0.04% | +10.0% | Added |
| Orion Portfolio Solutions, LLC | 5,727 | $263.0K | 0.01% | +1,051+22.5% | Added |
| Stratos Wealth Partners, LTD. | 5,754 | $264.0K | 0.01% | +5,754 | New |
| D.A. Davidson & Co. | 5,800 | $266.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 5,818 | $267.0K | 0.01% | −36,830−86.4% | Reduced |
| Argus Investors' Counsel, Inc. | 5,886 | $270.0K | 0.11% | +5,886 | New |
| Advisors Capital Management, LLC | 5,932 | $272.0K | 0.01% | −762−11.4% | Reduced |
| Whalerock Point Partners, LLC | 6,000 | $275.2K | 0.11% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 6,029 | $277.0K | 0.13% | 00.0% | Unchanged |
| Assetmark, Inc | 6,120 | $281.0K | 0.00% | +758+14.1% | Added |
| Veritable, L.P. | 6,151 | $282.0K | 0.00% | −30−0.5% | Reduced |
| Renasant Bank | 6,167 | $283.0K | 0.21% | +6,167 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,227 | $286.0K | 0.00% | −7,302−54.0% | Reduced |
| Fulton Bank, N.A. | 6,316 | $289.0K | 0.01% | +460+7.9% | Added |
| Summit X, LLC | 6,465 | $296.0K | 0.07% | +1,640+34.0% | Added |
| Nations Financial Group Inc, | 6,500 | $298.0K | 0.05% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 6,556 | $301.0K | 0.00% | −371−5.4% | Reduced |
| qPULA Trading Management LP | 6,600 | $303.0K | 0.54% | +6,600 | New |
| Cerity Partners LLC | 6,651 | $305.0K | 0.01% | −91−1.3% | Reduced |
| Raymond James Trust N.A. | 6,643 | $305.0K | 0.01% | +169+2.6% | Added |
| First Horizon Advisors, Inc. | 6,680 | $306.0K | 0.02% | +345+5.4% | Added |
| Wetherby Asset Management Inc | 6,729 | $309.0K | 0.02% | +7+0.1% | Added |
| Peak Financial Advisors LLC | 6,729 | $309.0K | 0.27% | +1,047+18.4% | Added |
| Commerce Bank | 6,776 | $311.0K | 0.00% | +51+0.8% | Added |
| Regentatlantic Capital LLC | 6,789 | $311.0K | 0.01% | +389+6.1% | Added |
| Grove Bank & Trust | 6,870 | $315.0K | 0.07% | −11−0.2% | Reduced |
| Personal Cfo Solutions, LLC | 6,899 | $316.0K | 0.06% | +2,022+41.5% | Added |
| IndexIQ Advisors LLC | 6,986 | $320.0K | 0.01% | +171+2.5% | Added |
| Ellevest, Inc. | 6,969 | $320.0K | 0.03% | +301+4.5% | Added |
| KC Investment Advisors, LLC | 7,050 | $323.0K | 0.26% | +1,223+21.0% | Added |
| People's United Financial, Inc. | 7,158 | $328.0K | 0.01% | +449+6.7% | Added |
| Northwestern Mutual Wealth Management Co | 7,171 | $329.0K | 0.00% | +1,244+21.0% | Added |
| Intrua Financial, LLC | 7,442 | $337.0K | 0.08% | +329+4.6% | Added |
| Parsons Capital Management Inc | 7,336 | $337.0K | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,443 | $341.0K | 0.03% | +2,156+40.8% | Added |
| Steward Partners Investment Advisory, LLC | 7,473 | $343.0K | 0.01% | +2,330+45.3% | Added |