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 |
|---|---|---|---|---|---|
| Ipswich Investment Management Co., Inc. | 16,265 | $746.0K | 0.19% | 00.0% | Unchanged |
| Keybank National Association | 16,068 | $737.0K | 0.00% | −15,090−48.4% | Reduced |
| AMJ Financial Wealth Management | 15,736 | $722.0K | 0.31% | −450−2.8% | Reduced |
| Eaton Vance Management | 15,586 | $715.0K | 0.00% | +12,483+402.3% | Added |
| Tower Research Capital LLC (TRC) | 15,364 | $705.0K | 0.02% | −51,001−76.8% | Reduced |
| Sawtooth Solutions, LLC | 15,144 | $695.0K | 0.14% | +2,529+20.0% | Added |
| FDx Advisors, Inc. | 15,035 | $690.0K | 0.02% | +8,195+119.8% | Added |
| MidWestOne Financial Group, Inc. | 14,960 | $686.0K | 0.16% | −296−1.9% | Reduced |
| World Asset Management Inc | 14,753 | $677.0K | 0.06% | −1,450−8.9% | Reduced |
| Tdam USA Inc. | 15,998 | $674.0K | 0.04% | −12,981−44.8% | Reduced |
| Paloma Partners Management Co | 14,275 | $655.0K | 0.02% | −217,219−93.8% | Reduced |
| Gsa Capital Partners LLP | 14,004 | $642.0K | 0.07% | +3,810+37.4% | Added |
| Independent Advisor Alliance | 13,928 | $639.0K | 0.04% | +1,172+9.2% | Added |
| Pathstone Family Office, LLC | 13,768 | $632.0K | 0.02% | +13,768 | New |
| Legacy Wealth Asset Management, LLC | 13,684 | $628.0K | 0.28% | −1,699−11.0% | Reduced |
| Proequities, Inc. | 13,523 | $620.0K | 0.04% | +2,030+17.7% | Added |
| New England Research & Management, Inc. | 13,400 | $615.0K | 0.32% | +13,400 | New |
| Cigna Investments Inc | 13,112 | $602.0K | 0.04% | −2,057−13.6% | Reduced |
| Seeyond | 12,996 | $596.0K | 0.06% | −693−5.1% | Reduced |
| Kinneret Advisory, LLC | 12,998 | $596.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Arkadios Wealth Advisors | 12,489 | $572.0K | 0.07% | +10,957+715.2% | Added |
| Vontobel Holding Ltd. | 12,389 | $567.0K | 0.00% | +3,340+36.9% | Added |
| BP PLC | 12,299 | $564.0K | 0.02% | −5,339−30.3% | Reduced |
| Court Place Advisors, LLC | 12,075 | $554.0K | 0.16% | −350−2.8% | Reduced |
| Newman Dignan & Sheerar, Inc. | 12,018 | $551.0K | 0.19% | +118+1.0% | Added |
| IBM Retirement Fund | 11,944 | $548.0K | 0.04% | −2,392−16.7% | Reduced |
| Financial Architects, Inc | 11,701 | $537.0K | 0.08% | +2,635+29.1% | Added |
| 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 |
| Fort Washington Investment Advisors Inc | 11,405 | $523.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,341 | $520.0K | 0.01% | −1,184−9.5% | Reduced |
| Penserra Capital Management LLC | 11,306 | $518.0K | 0.01% | +736+7.0% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,086 | $509.0K | 0.05% | −774−6.5% | Reduced |
| 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 |
| Everence Capital Management Inc | 10,900 | $500.0K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 10,765 | $494.0K | 0.00% | +9,165+572.8% | Added |
| Pinnacle Holdings, LLC | 10,515 | $482.3K | 0.22% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,289 | $472.0K | 0.00% | −876−7.8% | Reduced |
| Algert Global LLC | 10,198 | $468.0K | 0.16% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 10,200 | $467.9K | 0.08% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,173 | $467.0K | 0.02% | −25,428−71.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $459.0K | 0.15% | 00.0% | Unchanged |
| American Portfolios Advisors | 9,996 | $458.5K | 0.02% | +3,883+63.5% | Added |
| Lido Advisors, LLC | 9,984 | $458.0K | 0.01% | +9,984 | New |
| Waldron Private Wealth LLC | 9,884 | $453.0K | 0.03% | 00.0% | Unchanged |
| Chesley Taft & Associates LLC | 9,850 | $452.0K | 0.03% | +1,600+19.4% | Added |
| 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 |
| Marshall Wace, LLP | 9,761 | $448.0K | 0.00% | −9,684−49.8% | Reduced |
| 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 |
| TD Ameritrade Investment Management, LLC | 9,603 | $440.0K | 0.00% | +1,485+18.3% | Added |
| Fiduciary Trust Co | 9,514 | $437.0K | 0.01% | +9,514 | New |
| Prospera Financial Services Inc | 9,422 | $432.0K | 0.02% | +273+3.0% | Added |
| Redpoint Investment Management Pty Ltd | 9,386 | $431.0K | 0.04% | 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 |
| Marietta Investment Partners LLC | 9,290 | $426.0K | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 9,261 | $425.0K | 0.01% | +2,703+41.2% | Added |
| Leuthold Group, LLC | 9,172 | $421.0K | 0.05% | +9,172 | New |
| 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 |
| 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 |
| Pendal Group Limited | 9,068 | $416.0K | 0.00% | −5,257−36.7% | Reduced |
| First Quadrant L P | 8,900 | $408.0K | 0.05% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 8,836 | $405.0K | 0.04% | +3,915+79.6% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 8,597 | $394.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Wealthspire Advisors, LLC | 8,523 | $391.0K | 0.01% | −11,249−56.9% | Reduced |
| 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 |
| Cedar Brook Financial Partners, LLC | 8,480 | $389.0K | 0.11% | +301+3.7% | Added |
| Alpine Woods Capital Investors, LLC | 8,466 | $388.0K | 0.04% | +580+7.4% | Added |
| Csenge Advisory Group | 8,302 | $386.0K | 0.03% | +8,302 | New |
| Cary Street Partner Investment Advisory LLC | 8,397 | $385.0K | 0.12% | +6,807+428.1% | Added |
| Salzhauer Michael | 8,201 | $376.0K | 0.19% | +2,400+41.4% | Added |
| Berkshire Asset Management LLC | 8,150 | $374.0K | 0.03% | 00.0% | Unchanged |
| LMR Partners LLP | 8,127 | $373.0K | 0.01% | −2,807−25.7% | Reduced |
| Dorsey Wright & Associates | 8,118 | $372.0K | 0.08% | +76+0.9% | Added |
| IFP Advisors, Inc | 8,102 | $371.0K | 0.01% | +208+2.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 8,000 | $367.0K | 0.02% | +3,400+73.9% | Added |
| E. Ohman J:or Asset Management AB | 8,000 | $367.0K | 0.01% | −2,000−20.0% | Reduced |
| Huntington National Bank | 7,775 | $357.0K | 0.00% | +6,373+454.6% | Added |
| Cetera Advisors LLC | 7,750 | $355.0K | 0.01% | −815−9.5% | Reduced |
| Quantinno Capital Management LP | 7,727 | $354.0K | 0.40% | 00.0% | Unchanged |
| Agf Investments Inc. | 7,566 | $347.0K | 0.00% | −5,696−42.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 7,473 | $343.0K | 0.01% | +2,330+45.3% | Added |
| Beacon Pointe Advisors, LLC | 7,487 | $343.0K | 0.01% | +7,487 | New |
| HighPoint Advisor Group LLC | 7,443 | $341.0K | 0.03% | +2,156+40.8% | 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 |
| Northwestern Mutual Wealth Management Co | 7,171 | $329.0K | 0.00% | +1,244+21.0% | Added |
| People's United Financial, Inc. | 7,158 | $328.0K | 0.01% | +449+6.7% | Added |