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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, Q3 2021

Institutional positions in Citizens Financial Group Inc as of Sep 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
704
+22 vs. Q2 2021
Shares held
402.3M
+7.18M (+1.8%) vs. Q2 2021
Total value
$18.9B
+$781.7M (+4.3%) vs. Q2 2021
New holders
79
269 more added
Sold out
57
254 more reduced

13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 704 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 heldQ3 2021: $18.9B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q2 2021.

Institutions holding CFG in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Concord Wealth Partners1,104$52.0K0.02%−328−22.9%Reduced
Parkside Financial Bank & Trust1,108$53.0K0.02%−79−6.7%Reduced
Sonora Investment Management, LLC1,175$55.0K0.01%+106+9.9%Added
BBVA USA1,195$56.0K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC1,262$59.0K0.01%+856+210.8%Added
Delta Asset Management LLC1,398$66.0K0.01%00.0%Unchanged
Compagnie Lombard Odier SCmA1,521$71.0K0.00%00.0%Unchanged
MUFG Americas Holdings Corp1,609$76.0K0.00%+798+98.4%Added
Patriot Financial Group Insurance Agency, LLC1,683$79.0K0.01%+40+2.4%Added
Koshinski Asset Management, Inc.1,760$82.7K0.01%+1,760New
Institutional & Family Asset Management, LLC1,779$84.0K0.01%−579−24.6%Reduced
FourThought Financial, LLC2,060$96.0K0.01%+1,988+2,761.1%Added
Jacobi Capital Management LLC2,105$99.0K0.01%+2,000+1,904.8%Added
Atlas Capital Advisors LLC2,234$105.0K0.02%−7,966−78.1%Reduced
Whittier Trust Co2,291$108.0K0.00%+76+3.4%Added
Belpointe Asset Management LLC2,392$112.0K0.01%+2,392New
Herold Advisors, Inc.2,400$112.0K0.04%+2,400New
State of Wyoming2,494$117.0K0.08%+745+42.6%Added
Liberty Wealth Management LLC2,457$119.0K0.04%+1,593+184.4%Added
Brown Brothers Harriman & Co2,579$121.0K0.00%00.0%Unchanged
Glen Eagle Advisors, LLC2,585$121.4K0.04%00.0%Unchanged
Berman Capital Advisors, LLC2,822$131.0K0.02%+338+13.6%Added
Clearstead Advisors, LLC2,902$136.0K0.01%−94−3.1%Reduced
Quadrant Capital Group LLC2,925$137.0K0.02%−19−0.6%Reduced
TD Private Client Wealth LLC2,979$140.0K0.01%+65+2.2%Added
Corsicana & Co.3,000$141.0K0.09%00.0%Unchanged
NEXT Financial Group, Inc3,101$146.0K0.01%+218+7.6%Added
Harbour Investments, Inc.3,129$147.0K0.00%−147−4.5%Reduced
Allworth Financial LP3,287$154.0K0.00%+2,625+396.5%Added
Parallel Advisors, LLC3,436$161.0K0.01%+107+3.2%Added
Caption Management, LLC3,500$164.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC3,621$170.0K0.11%+631+21.1%Added
Signaturefd, LLC3,776$177.0K0.01%−181−4.6%Reduced
Systematic Alpha Investments, LLC3,860$183.0K0.01%+3,860New
Deseret Mutual Benefit Administrators3,912$184.0K0.03%−1,686−30.1%Reduced
DuPont Capital Management Corp4,125$194.0K0.01%−113,724−96.5%Reduced
Tokio Marine Asset Management Co Ltd4,251$200.0K0.02%+4,251New
TD Ameritrade Investment Management, LLC7,958$201.0K0.00%−1,645−17.1%Reduced
Peoples Bank4,273$201.0K0.11%+4,273New
Stratos Wealth Partners, LTD.4,306$202.0K0.01%−1,448−25.2%Reduced
First Heartland Consultants, Inc.4,312$203.0K0.03%−1,347−23.8%Reduced
Mirova4,357$204.0K0.03%+384+9.7%Added
Paragon Capital Management Ltd4,389$206.0K0.04%+4,389New
Sheaff Brock Investment Advisors, LLC4,425$207.0K0.02%00.0%Unchanged
Meristem Family Wealth, LLC4,445$209.0K0.02%−435−8.9%Reduced
Siemens Fonds Invest GmbH4,451$209.0K0.01%+4,451New
Savant Capital, LLC4,468$210.0K0.01%−521−10.4%Reduced
Coldstream Capital Management Inc8,386$212.0K0.01%−118−1.4%Reduced
Burney Co4,534$213.0K0.01%−382−7.8%Reduced
Conning Inc.4,560$214.0K0.01%−510−10.1%Reduced
Western Financial Corporation4,562$214.0K0.13%+38+0.8%Added
Fieldpoint Private Securities, LLC4,625$217.0K0.05%+166+3.7%Added
Regions Financial Corp4,644$218.0K0.00%−917−16.5%Reduced
Check Capital Management Inc4,700$221.0K0.02%00.0%Unchanged
Bremer Bank National Association4,738$223.0K0.04%−449−8.7%Reduced
Ontario Teachers Pension Plan Board4,773$224.0K0.00%+4,773New
Gryphon Financial Partners LLC4,867$228.0K0.05%+4,867New
Kaizen Financial Strategies4,846$228.0K0.18%+4,846New
Highland Private Wealth Management4,941$232.0K0.03%−320−6.1%Reduced
Gateway Investment Advisers LLC4,935$232.0K0.00%00.0%Unchanged
First Mercantile Trust Co4,981$234.0K0.03%−522−9.5%Reduced
Pinnacle Associates Ltd5,050$237.0K0.00%00.0%Unchanged
Continuum Advisory, LLC5,159$242.0K0.06%+5,159New
Harbor Investment Advisory, LLC5,163$243.0K0.03%+2,042+65.4%Added
Quadrature Capital Ltd5,213$245.0K0.01%−4,960−48.8%Reduced
DRW Securities, LLC5,244$246.0K0.07%+5,244New
Affinity Investment Advisors, LLC5,249$247.0K0.11%+5,249New
Balentine LLC5,277$248.0K0.01%+5,277New
Longfellow Investment Management Co LLC5,290$249.0K0.04%00.0%Unchanged
Pitcairn Co5,309$250.0K0.02%−90−1.7%Reduced
HighPoint Advisor Group LLC5,469$257.0K0.03%−1,974−26.5%Reduced
Empirical Finance, LLC5,468$257.0K0.04%+295+5.7%Added
Valeo Financial Advisors, LLC5,534$260.0K0.02%+5,534New
Integrated Investment Consultants, LLC5,671$266.0K0.08%+5,671New
Advisory Services Network, LLC5,768$271.0K0.01%−3,588−38.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt5,800$272.0K0.02%−2,200−27.5%Reduced
Foster & Motley Inc5,797$272.0K0.02%+5,797New
HBK Sorce Advisory LLC5,823$274.0K0.02%+5,823New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.5,980$281.0K0.00%−247−4.0%Reduced
Whalerock Point Partners, LLC6,000$282.0K0.11%00.0%Unchanged
Crumly & Associates Inc.6,029$283.0K0.13%00.0%Unchanged
Clarius Group, LLC6,055$284.0K0.03%+733+13.8%Added
D.A. Davidson & Co.6,125$288.0K0.00%+325+5.6%Added
Raymond James Trust N.A.6,146$289.0K0.01%−497−7.5%Reduced
Veritable, L.P.6,191$291.0K0.00%+40+0.7%Added
Compton Capital Management Inc6,200$291.0K0.09%+6,200New
Nations Financial Group Inc,6,500$305.0K0.05%00.0%Unchanged
American Portfolios Advisors6,492$305.0K0.01%−3,504−35.1%Reduced
Assetmark, Inc6,579$309.0K0.00%+459+7.5%Added
Cerity Partners LLC6,759$318.0K0.01%+108+1.6%Added
Regentatlantic Capital LLC6,823$321.0K0.01%+34+0.5%Added
People's United Financial, Inc.6,850$322.0K0.01%−308−4.3%Reduced
Grove Bank & Trust6,870$323.0K0.07%00.0%Unchanged
First Horizon Advisors, Inc.7,104$333.0K0.01%+424+6.3%Added
Orion Portfolio Solutions, LLC7,125$335.0K0.01%+1,398+24.4%Added
Venture Visionary Partners LLC7,104$336.0K0.02%+7,104New
Huntington National Bank7,170$337.0K0.00%−605−7.8%Reduced
JB Capital LLC7,199$338.0K0.04%+7,199New
Wetherby Asset Management Inc7,216$339.0K0.02%+487+7.2%Added
Personal Cfo Solutions, LLC7,317$344.0K0.07%+418+6.1%Added