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 |
|---|---|---|---|---|---|
| MUFG Americas Holdings Corp | 811 | $37.0K | 0.00% | +670+475.2% | Added |
| Bedel Financial Consulting, Inc. | 712 | $33.0K | 0.01% | +500+235.8% | Added |
| Central Trust Co | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 708 | $32.0K | 0.01% | +39+5.8% | Added |
| Harvest Fund Management Co., Ltd | 699 | $32.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 667 | $31.0K | 0.00% | +126+23.3% | Added |
| Allworth Financial LP | 662 | $30.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 669 | $30.0K | 0.01% | +669 | New |
| Winch Advisory Services, LLC | 636 | $29.0K | 0.01% | +5+0.8% | Added |
| Leelyn Smith, LLC | 630 | $29.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 600 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 600 | $28.0K | 0.00% | +600 | New |
| Pinnacle Wealth Advisors | 600 | $28.0K | 0.00% | +600 | New |
| Glassman Wealth Services | 584 | $27.0K | 0.01% | +34+6.2% | Added |
| Carolinas Wealth Consulting LLC | 562 | $26.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 550 | $25.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 544 | $25.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 519 | $24.0K | 0.01% | −39−7.0% | Reduced |
| Trustcore Financial Services, LLC | 521 | $24.0K | 0.00% | +521 | New |
| Gradient Investments LLC | 464 | $21.0K | 0.00% | +60+14.9% | Added |
| CVA Family Office, LLC | 405 | $19.0K | 0.01% | −5−1.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 406 | $19.0K | 0.00% | +144+55.0% | Added |
| Dark Forest Capital Management LP | 412 | $19.0K | 0.01% | +412 | New |
| HHM Wealth Advisors, LLC | 400 | $18.0K | 0.00% | −400−50.0% | Reduced |
| Prentice Wealth Management LLC | 382 | $18.0K | 0.01% | −13−3.3% | Reduced |
| Versant Capital Management, Inc | 347 | $16.0K | 0.01% | −54−13.5% | Reduced |
| Evolution Wealth Advisors, LLC | 349 | $16.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 338 | $16.0K | 0.00% | +204+152.2% | Added |
| First Horizon Corp | 342 | $15.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 327 | $15.0K | 0.00% | +327 | New |
| Heritage Wealth Management, LLC | 323 | $15.0K | 0.01% | +323 | New |
| Evoke Wealth, LLC | 313 | $14.0K | 0.00% | −133−29.8% | Reduced |
| Montag A & Associates Inc | 298 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 287 | $13.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 245 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 259 | $12.0K | 0.00% | +87+50.6% | Added |
| Spire Wealth Management | 242 | $11.0K | 0.00% | −66−21.4% | Reduced |
| Earnest Partners LLC | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 230 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 232 | $11.0K | 0.00% | +232 | New |
| Cutler Group LP | 222 | $10.0K | 0.00% | −18,988−98.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 217 | $10.0K | 0.01% | −101−31.8% | Reduced |
| North Star Investment Management Corp. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 192 | $9.00K | 0.00% | +63+48.8% | Added |
| Thompson Siegel & Walmsley LLC | 190 | $9.00K | 0.00% | +175+1,166.7% | Added |
| Private Capital Group, LLC | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 176 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 181 | $8.00K | 0.00% | +135+293.5% | Added |
| Strategic Blueprint, LLC | 165 | $8.00K | 0.00% | +165 | New |
| Savior LLC | 160 | $7.00K | 0.01% | −196−55.1% | Reduced |
| Manchester Capital Management LLC | 163 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 143 | $7.00K | 0.00% | +143 | New |
| Investors Research Corp | 145 | $7.00K | 0.00% | +145 | New |
| Geneos Wealth Management Inc. | 150 | $6.00K | 0.00% | −1,192−88.8% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 133 | $6.00K | 0.00% | +133 | New |
| Caldwell Trust Co | 110 | $5.05K | 0.00% | +110 | New |
| Jacobi Capital Management LLC | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 90 | $4.13K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 91 | $4.00K | 0.00% | +91 | New |
| FourThought Financial, LLC | 72 | $3.00K | 0.00% | −20−21.7% | Reduced |
| Asset Dedication, LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 68 | $3.00K | 0.00% | +1+1.5% | Added |
| Cordasco Financial Network | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 62 | $2.84K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $2.60K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 37 | $2.00K | 0.00% | −235−86.4% | Reduced |
| Salem Investment Counselors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 28 | $2.00K | 0.00% | +28 | New |
| Wolff Wiese Magana LLC | 54 | $2.00K | 0.00% | +54 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 34 | $1.00K | 0.00% | −3−8.1% | Reduced |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | +21 | New |
| Carroll Financial Associates, Inc. | 26 | $1.00K | 0.00% | +26 | New |
| Gemmer Asset Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| Sutton Wealth Advisors Inc. | 19 | $872 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $229 | 0.00% | – | New |
| Eagle Bay Advisors LLC | 100 | $0 | 0.00% | +100 | New |
| Sofos Investments, Inc. | 1 | – | – | +1 | New |
| PointState Capital LP | 0 | $0 | 0.00% | −1,046,655−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −935,004−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −482,813−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −456,112−100.0% | Sold out |
| British Airways Pensions Investment Management Ltd | 0 | $0 | 0.00% | −392,672−100.0% | Sold out |