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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 7,487 | $343.0K | 0.01% | +7,487 | New |
| Agf Investments Inc. | 7,566 | $347.0K | 0.00% | −5,696−42.9% | Reduced |
| Quantinno Capital Management LP | 7,727 | $354.0K | 0.40% | 00.0% | Unchanged |
| Cetera Advisors LLC | 7,750 | $355.0K | 0.01% | −815−9.5% | Reduced |
| Huntington National Bank | 7,775 | $357.0K | 0.00% | +6,373+454.6% | Added |
| E. Ohman J:or Asset Management AB | 8,000 | $367.0K | 0.01% | −2,000−20.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,000 | $367.0K | 0.02% | +3,400+73.9% | Added |
| IFP Advisors, Inc | 8,102 | $371.0K | 0.01% | +208+2.6% | Added |
| Dorsey Wright & Associates | 8,118 | $372.0K | 0.08% | +76+0.9% | Added |
| LMR Partners LLP | 8,127 | $373.0K | 0.01% | −2,807−25.7% | Reduced |
| Berkshire Asset Management LLC | 8,150 | $374.0K | 0.03% | 00.0% | Unchanged |
| Salzhauer Michael | 8,201 | $376.0K | 0.19% | +2,400+41.4% | Added |
| Cary Street Partner Investment Advisory LLC | 8,397 | $385.0K | 0.12% | +6,807+428.1% | Added |
| Csenge Advisory Group | 8,302 | $386.0K | 0.03% | +8,302 | New |
| Alpine Woods Capital Investors, LLC | 8,466 | $388.0K | 0.04% | +580+7.4% | Added |
| Cedar Brook Financial Partners, LLC | 8,480 | $389.0K | 0.11% | +301+3.7% | Added |
| Coldstream Capital Management Inc | 8,504 | $390.0K | 0.02% | +128+1.5% | Added |
| Washington Trust Co | 8,500 | $390.0K | 0.01% | +1,000+13.3% | Added |
| Wealthspire Advisors, LLC | 8,523 | $391.0K | 0.01% | −11,249−56.9% | Reduced |
| Keebeck Alpha, LP | 8,545 | $392.0K | 0.14% | −1,281−13.0% | Reduced |
| Alpha Paradigm Partners, LLC | 8,536 | $392.0K | 0.15% | +8,536 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 8,597 | $394.0K | 0.02% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 8,836 | $405.0K | 0.04% | +3,915+79.6% | Added |
| First Quadrant L P | 8,900 | $408.0K | 0.05% | 00.0% | Unchanged |
| Pendal Group Limited | 9,068 | $416.0K | 0.00% | −5,257−36.7% | Reduced |
| Wolverine Trading, LLC | 9,140 | $418.0K | 0.01% | −2,164−19.1% | Reduced |
| Liberty One Investment Management, LLC | 9,109 | $418.0K | 0.07% | +1,984+27.8% | Added |
| Van Hulzen Asset Management, LLC | 9,150 | $420.0K | 0.06% | −2,000−17.9% | Reduced |
| Cresset Asset Management, LLC | 9,158 | $420.0K | 0.01% | −736−7.4% | Reduced |
| Leuthold Group, LLC | 9,172 | $421.0K | 0.05% | +9,172 | New |
| Ieq Capital, LLC | 9,261 | $425.0K | 0.01% | +2,703+41.2% | Added |
| Marietta Investment Partners LLC | 9,290 | $426.0K | 0.10% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,356 | $429.0K | 0.01% | +2,738+41.4% | Added |
| Nomura Holdings Inc | 9,344 | $429.0K | 0.00% | +4,773+104.4% | Added |
| Redpoint Investment Management Pty Ltd | 9,386 | $431.0K | 0.04% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 9,422 | $432.0K | 0.02% | +273+3.0% | Added |
| Fiduciary Trust Co | 9,514 | $437.0K | 0.01% | +9,514 | New |
| TD Ameritrade Investment Management, LLC | 9,603 | $440.0K | 0.00% | +1,485+18.3% | Added |
| Cetera Investment Advisers | 9,734 | $447.0K | 0.01% | +1,121+13.0% | Added |
| Jackson Square Capital, LLC | 9,742 | $447.0K | 0.14% | +3,608+58.8% | Added |
| Marshall Wace, LLP | 9,761 | $448.0K | 0.00% | −9,684−49.8% | Reduced |
| Greenleaf Trust | 9,796 | $449.0K | 0.01% | +507+5.5% | Added |
| Cetera Advisor Networks LLC | 9,787 | $449.0K | 0.01% | +9,787 | New |
| Chesley Taft & Associates LLC | 9,850 | $452.0K | 0.03% | +1,600+19.4% | Added |
| Waldron Private Wealth LLC | 9,884 | $453.0K | 0.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 9,984 | $458.0K | 0.01% | +9,984 | New |
| American Portfolios Advisors | 9,996 | $458.5K | 0.02% | +3,883+63.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $459.0K | 0.15% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,173 | $467.0K | 0.02% | −25,428−71.4% | Reduced |
| Atlas Capital Advisors LLC | 10,200 | $467.9K | 0.08% | 00.0% | Unchanged |
| Algert Global LLC | 10,198 | $468.0K | 0.16% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,289 | $472.0K | 0.00% | −876−7.8% | Reduced |
| Pinnacle Holdings, LLC | 10,515 | $482.3K | 0.22% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 10,765 | $494.0K | 0.00% | +9,165+572.8% | Added |
| Everence Capital Management Inc | 10,900 | $500.0K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,894 | $501.0K | 0.05% | −142−1.3% | Reduced |
| SevenBridge Financial Group, LLC | 10,921 | $501.0K | 0.16% | +11+0.1% | Added |
| Balasa Dinverno & Foltz LLC | 10,929 | $501.0K | 0.04% | +195+1.8% | Added |
| Claybrook Capital, LLC | 10,921 | $501.0K | 0.16% | +10,921 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,086 | $509.0K | 0.05% | −774−6.5% | Reduced |
| Penserra Capital Management LLC | 11,306 | $518.0K | 0.01% | +736+7.0% | Added |
| Boston Private Wealth LLC | 11,341 | $520.0K | 0.01% | −1,184−9.5% | Reduced |
| Fort Washington Investment Advisors Inc | 11,405 | $523.0K | 0.00% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 11,676 | $532.0K | 0.04% | −282−2.4% | Reduced |
| Natixis | 11,600 | $532.0K | 0.00% | +2,830+32.3% | Added |
| Financial Architects, Inc | 11,701 | $537.0K | 0.08% | +2,635+29.1% | Added |
| IBM Retirement Fund | 11,944 | $548.0K | 0.04% | −2,392−16.7% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,018 | $551.0K | 0.19% | +118+1.0% | Added |
| Court Place Advisors, LLC | 12,075 | $554.0K | 0.16% | −350−2.8% | Reduced |
| BP PLC | 12,299 | $564.0K | 0.02% | −5,339−30.3% | Reduced |
| Vontobel Holding Ltd. | 12,389 | $567.0K | 0.00% | +3,340+36.9% | Added |
| Arkadios Wealth Advisors | 12,489 | $572.0K | 0.07% | +10,957+715.2% | Added |
| Norinchukin Bank, The | 12,978 | $595.0K | 0.01% | −144−1.1% | Reduced |
| CAPROCK Group, Inc. | 12,966 | $595.0K | 0.05% | +132+1.0% | Added |
| Seeyond | 12,996 | $596.0K | 0.06% | −693−5.1% | Reduced |
| Kinneret Advisory, LLC | 12,998 | $596.0K | 0.07% | 00.0% | Unchanged |
| Cigna Investments Inc | 13,112 | $602.0K | 0.04% | −2,057−13.6% | Reduced |
| New England Research & Management, Inc. | 13,400 | $615.0K | 0.32% | +13,400 | New |
| Proequities, Inc. | 13,523 | $620.0K | 0.04% | +2,030+17.7% | Added |
| Legacy Wealth Asset Management, LLC | 13,684 | $628.0K | 0.28% | −1,699−11.0% | Reduced |
| Pathstone Family Office, LLC | 13,768 | $632.0K | 0.02% | +13,768 | New |
| Independent Advisor Alliance | 13,928 | $639.0K | 0.04% | +1,172+9.2% | Added |
| Gsa Capital Partners LLP | 14,004 | $642.0K | 0.07% | +3,810+37.4% | Added |
| Paloma Partners Management Co | 14,275 | $655.0K | 0.02% | −217,219−93.8% | Reduced |
| Tdam USA Inc. | 15,998 | $674.0K | 0.04% | −12,981−44.8% | Reduced |
| World Asset Management Inc | 14,753 | $677.0K | 0.06% | −1,450−8.9% | Reduced |
| MidWestOne Financial Group, Inc. | 14,960 | $686.0K | 0.16% | −296−1.9% | Reduced |
| FDx Advisors, Inc. | 15,035 | $690.0K | 0.02% | +8,195+119.8% | Added |
| Sawtooth Solutions, LLC | 15,144 | $695.0K | 0.14% | +2,529+20.0% | Added |
| Tower Research Capital LLC (TRC) | 15,364 | $705.0K | 0.02% | −51,001−76.8% | Reduced |
| Eaton Vance Management | 15,586 | $715.0K | 0.00% | +12,483+402.3% | Added |
| AMJ Financial Wealth Management | 15,736 | $722.0K | 0.31% | −450−2.8% | Reduced |
| Keybank National Association | 16,068 | $737.0K | 0.00% | −15,090−48.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 16,265 | $746.0K | 0.19% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 16,707 | $766.0K | 0.10% | +510+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 16,912 | $774.9K | 0.01% | +106+0.6% | Added |
| Windsor Group LTD | 17,007 | $780.0K | 0.17% | +1,465+9.4% | Added |
| Ci Investments Inc. | 16,996 | $780.0K | 0.00% | +9,648+131.3% | Added |
| Bessemer Group Inc | 17,125 | $785.0K | 0.00% | −2,612−13.2% | Reduced |
| Pointe Capital Management LLC | 17,481 | $802.0K | 0.56% | +374+2.2% | Added |