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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
KC Investment Advisors, LLC7,050$323.0K0.26%+1,223+21.0%Added
IndexIQ Advisors LLC6,986$320.0K0.01%+171+2.5%Added
Ellevest, Inc.6,969$320.0K0.03%+301+4.5%Added
Personal Cfo Solutions, LLC6,899$316.0K0.06%+2,022+41.5%Added
Grove Bank & Trust6,870$315.0K0.07%−11−0.2%Reduced
Commerce Bank6,776$311.0K0.00%+51+0.8%Added
Regentatlantic Capital LLC6,789$311.0K0.01%+389+6.1%Added
Wetherby Asset Management Inc6,729$309.0K0.02%+7+0.1%Added
Peak Financial Advisors LLC6,729$309.0K0.27%+1,047+18.4%Added
First Horizon Advisors, Inc.6,680$306.0K0.02%+345+5.4%Added
Cerity Partners LLC6,651$305.0K0.01%−91−1.3%Reduced
Raymond James Trust N.A.6,643$305.0K0.01%+169+2.6%Added
qPULA Trading Management LP6,600$303.0K0.54%+6,600New
Polar Asset Management Partners Inc.6,556$301.0K0.00%−371−5.4%Reduced
Nations Financial Group Inc,6,500$298.0K0.05%00.0%Unchanged
Summit X, LLC6,465$296.0K0.07%+1,640+34.0%Added
Fulton Bank, N.A.6,316$289.0K0.01%+460+7.9%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,227$286.0K0.00%−7,302−54.0%Reduced
Renasant Bank6,167$283.0K0.21%+6,167New
Veritable, L.P.6,151$282.0K0.00%−30−0.5%Reduced
Assetmark, Inc6,120$281.0K0.00%+758+14.1%Added
Crumly & Associates Inc.6,029$277.0K0.13%00.0%Unchanged
Whalerock Point Partners, LLC6,000$275.2K0.11%00.0%Unchanged
Advisors Capital Management, LLC5,932$272.0K0.01%−762−11.4%Reduced
Argus Investors' Counsel, Inc.5,886$270.0K0.11%+5,886New
Ameritas Investment Partners, Inc.5,818$267.0K0.01%−36,830−86.4%Reduced
D.A. Davidson & Co.5,800$266.0K0.00%00.0%Unchanged
Stratos Wealth Partners, LTD.5,754$264.0K0.01%+5,754New
Orion Portfolio Solutions, LLC5,727$263.0K0.01%+1,051+22.5%Added
First Heartland Consultants, Inc.5,659$260.0K0.04%+10.0%Added
Deseret Mutual Benefit Administrators5,598$257.0K0.06%+5,598New
Regions Financial Corp5,561$255.0K0.00%−1,067−16.1%Reduced
First Mercantile Trust Co5,503$252.0K0.03%−628−10.2%Reduced
Bridgefront Capital, LLC5,453$250.0K0.09%+5,453New
Pitcairn Co5,399$248.0K0.02%+37+0.7%Added
Clarius Group, LLC5,322$244.0K0.02%+33+0.6%Added
Longfellow Investment Management Co LLC5,290$243.0K0.03%−2,980−36.0%Reduced
Highland Private Wealth Management5,261$241.0K0.04%+25+0.5%Added
Bremer Bank National Association5,187$238.0K0.05%−622−10.7%Reduced
Vident Investment Advisory, LLC5,203$238.0K0.01%+5,203New
Empirical Finance, LLC5,173$237.0K0.04%+5,173New
Conning Inc.5,070$233.0K0.01%−499−9.0%Reduced
Parthenon LLC5,073$233.0K0.03%+5,073New
Pinnacle Associates Ltd5,050$232.0K0.00%00.0%Unchanged
Savant Capital, LLC4,989$229.0K0.01%+60+1.2%Added
True North Advisors, LLC5,000$229.0K0.05%+5,000New
Precision Wealth Strategies, LLC4,973$228.0K0.20%+4,973New
Gateway Investment Advisers LLC4,935$226.0K0.00%−292−5.6%Reduced
Burney Co4,916$225.0K0.01%+4,916New
Meristem Family Wealth, LLC4,880$224.0K0.04%+4,880New
XTX Topco Ltd4,805$220.0K0.07%+4,805New
Check Capital Management Inc4,700$216.0K0.02%00.0%Unchanged
Western Financial Corporation4,524$208.0K0.11%−108−2.3%Reduced
Sequoia Financial Advisors, LLC4,454$204.0K0.01%−509−10.3%Reduced
Sheaff Brock Investment Advisors, LLC4,425$203.0K0.02%+4,425New
Centiva Capital, LP4,403$202.0K0.02%−19,803−81.8%Reduced
Fieldpoint Private Securities, LLC4,459$199.0K0.04%−55−1.2%Reduced
Benjamin Edwards Inc4,300$197.0K0.14%+4,300New
Mirova3,973$182.0K0.02%00.0%Unchanged
Signaturefd, LLC3,957$182.0K0.01%+637+19.2%Added
Horan Securities, Inc.3,979$182.0K0.13%+1,810+83.4%Added
Asahi Life Asset Management Co., Ltd.3,800$174.0K0.02%−5,830−60.5%Reduced
Caption Management, LLC3,500$160.0K0.01%+3,500New
CX Institutional3,405$156.0K0.01%−2,813−45.2%Reduced
Parallel Advisors, LLC3,329$153.0K0.01%+353+11.9%Added
Harbour Investments, Inc.3,276$150.0K0.00%−151−4.4%Reduced
Harbor Investment Advisory, LLC3,121$143.0K0.02%+2,912+1,393.3%Added
Corsicana & Co.3,000$138.0K0.09%+3,000New
Clearstead Advisors, LLC2,996$137.0K0.01%+94+3.2%Added
Carolina Wealth Advisors, LLC2,990$137.0K0.09%+659+28.3%Added
Quadrant Capital Group LLC2,944$135.0K0.02%+246+9.1%Added
PEAK6 Investments LLC2,917$134.0K0.00%−40,430−93.3%Reduced
TD Private Client Wealth LLC2,914$133.7K0.01%−3−0.1%Reduced
NEXT Financial Group, Inc2,883$132.0K0.01%+274+10.5%Added
Acadian Asset Management LLC2,685$123.0K0.00%−8,603−76.2%Reduced
Glen Eagle Advisors, LLC2,585$118.6K0.04%+2,585New
Brown Brothers Harriman & Co2,579$118.0K0.00%+75+3.0%Added
Berman Capital Advisors, LLC2,484$113.0K0.02%+54+2.2%Added
Institutional & Family Asset Management, LLC2,358$108.0K0.02%00.0%Unchanged
Wolverine Asset Management LLC2,254$103.0K0.00%+39+1.8%Added
Whittier Trust Co2,215$102.0K0.00%00.0%Unchanged
FormulaFolio Investments, LLC1,768$81.0K0.03%00.0%Unchanged
State of Wyoming1,749$80.0K0.05%+1,749New
NuWave Investment Management, LLC1,680$77.0K0.09%−1,334−44.3%Reduced
Patriot Financial Group Insurance Agency, LLC1,643$75.0K0.01%+240+17.1%Added
Enterprise Financial Services Corp1,598$73.0K0.01%−54−3.3%Reduced
Compagnie Lombard Odier SCmA1,521$70.0K0.00%00.0%Unchanged
Leonteq Securities AG1,479$67.8K0.01%−743−33.4%Reduced
Concord Wealth Partners1,432$66.0K0.02%+284+24.7%Added
Delta Asset Management LLC1,398$64.0K0.01%00.0%Unchanged
CWM, LLC1,251$57.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC1,247$57.0K0.00%+1,247New
Parkside Financial Bank & Trust1,187$55.0K0.02%+65+5.8%Added
BBVA USA1,195$55.0K0.00%+1,195New
Johnson Financial Group, Inc.1,098$50.0K0.00%+1,000+1,020.4%Added
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
Evermay Wealth Management LLC900$41.0K0.01%+900New
Zions Bancorporation, N.A.862$40.0K0.00%+4+0.5%Added
Liberty Wealth Management LLC864$40.0K0.02%+864New