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, 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.
| 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, Q3 2021
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AMJ Financial Wealth Management | 16,361 | $769.0K | 0.32% | +625+4.0% | Added |
| SevenBridge Financial Group, LLC | 16,569 | $778.0K | 0.26% | +5,648+51.7% | Added |
| CIBC Private Wealth Group, LLC | 16,592 | $779.0K | 0.00% | −2,817−14.5% | Reduced |
| Cresset Asset Management, LLC | 16,757 | $787.0K | 0.01% | +7,599+83.0% | Added |
| Citadel Advisors LLC | 16,842 | $791.0K | 0.00% | −98,436−85.4% | Reduced |
| FDx Advisors, Inc. | 16,871 | $793.0K | 0.03% | +1,836+12.2% | Added |
| Sawtooth Solutions, LLC | 17,145 | $805.0K | 0.12% | +2,001+13.2% | Added |
| First Midwest Bank Trust Division | 17,277 | $812.0K | 0.12% | +570+3.4% | Added |
| Bessemer Group Inc | 17,504 | $823.0K | 0.00% | +379+2.2% | Added |
| Pointe Capital Management LLC | 17,641 | $829.0K | 0.57% | +160+0.9% | Added |
| Valmark Advisers, Inc. | 18,717 | $879.0K | 0.02% | +462+2.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,351 | $909.0K | 0.02% | +70.0% | Added |
| Fifth Third Bancorp | 19,374 | $910.0K | 0.00% | +1,870+10.7% | Added |
| SG Americas Securities, LLC | 19,470 | $915.0K | 0.01% | −23,720−54.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 19,818 | $931.0K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 20,416 | $959.0K | 0.11% | +20,416 | New |
| Pendal Group Limited | 20,489 | $963.0K | 0.01% | +11,421+125.9% | Added |
| Trilogy Capital Inc. | 21,082 | $990.0K | 0.08% | +20.0% | Added |
| Thomas White International Ltd | 21,177 | $995.0K | 0.14% | 00.0% | Unchanged |
| AE Wealth Management LLC | 21,171 | $995.0K | 0.01% | +1,345+6.8% | Added |
| Segall Bryant & Hamill, LLC | 21,656 | $1.01M | 0.01% | −1,163−5.1% | Reduced |
| MidWestOne Financial Group, Inc. | 21,674 | $1.02M | 0.24% | +6,714+44.9% | Added |
| PEAK6 Investments LLC | 21,740 | $1.02M | 0.02% | +18,823+645.3% | Added |
| HighTower Advisors, LLC | 21,865 | $1.02M | 0.00% | +1,347+6.6% | Added |
| Advisors Asset Management, Inc. | 21,770 | $1.02M | 0.02% | +1,228+6.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21,972 | $1.03M | 0.06% | +606+2.8% | Added |
| E. Ohman J:or Asset Management AB | 22,200 | $1.04M | 0.03% | +14,200+177.5% | Added |
| Systematic Financial Management LP | 22,257 | $1.05M | 0.03% | −66−0.3% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 22,456 | $1.05M | 0.02% | −493−2.1% | Reduced |
| Corient Capital Partners, LLC | 22,537 | $1.06M | 0.08% | −725−3.1% | Reduced |
| FORA Capital, LLC | 23,043 | $1.08M | 0.27% | +23,043 | New |
| Intrust Bank NA | 23,553 | $1.11M | 0.15% | +643+2.8% | Added |
| Coastline Trust Co | 23,625 | $1.11M | 0.14% | +970+4.3% | Added |
| Trust Investment Advisors | 24,129 | $1.13M | 1.01% | −188−0.8% | Reduced |
| Banco Santander, S.A. | 24,317 | $1.14M | 0.01% | +24,317 | New |
| Kentucky Retirement Systems | 24,368 | $1.15M | 0.05% | −434−1.7% | Reduced |
| Daiwa Securities Group Inc. | 24,569 | $1.15M | 0.01% | +1,163+5.0% | Added |
| CPWM, LLC | 24,845 | $1.17M | 0.11% | −5,868−19.1% | Reduced |
| Oppenheimer & Co Inc | 25,106 | $1.18M | 0.02% | +6,511+35.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,175 | $1.18M | 0.03% | −155−0.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 25,422 | $1.19M | 0.46% | −24,031−48.6% | Reduced |
| Kestra Advisory Services, LLC | 25,751 | $1.21M | 0.01% | +5,903+29.7% | Added |
| Louisiana State Employees Retirement System | 26,500 | $1.25M | 0.03% | −100−0.4% | Reduced |
| Creative Planning | 26,741 | $1.26M | 0.00% | +7,388+38.2% | Added |
| Allstate Corp | 26,996 | $1.27M | 0.05% | −1,529−5.4% | Reduced |
| Polar Asset Management Partners Inc. | 27,226 | $1.28M | 0.02% | +20,670+315.3% | Added |
| UBP Investment Advisors SA | 27,249 | $1.28M | 0.50% | −7,072−20.6% | Reduced |
| Pacer Advisors, Inc. | 27,573 | $1.29M | 0.02% | −2,199−7.4% | Reduced |
| New Mexico Educational Retirement Board | 27,900 | $1.31M | 0.05% | −400−1.4% | Reduced |
| Tiedemann Advisors, LLC | 28,033 | $1.32M | 0.07% | −5,601−16.7% | Reduced |
| M&T Bank Corp | 28,232 | $1.33M | 0.01% | +3,445+13.9% | Added |
| Pekin Hardy Strauss, Inc. | 28,515 | $1.34M | 0.19% | −225−0.8% | Reduced |
| Polianta Ltd | 29,200 | $1.37M | 0.64% | +29,200 | New |
| Paradigm Financial Partners, LLC | 28,330 | $1.38M | 0.33% | +7,310+34.8% | Added |
| Xponance, Inc. | 29,412 | $1.38M | 0.03% | −1,990−6.3% | Reduced |
| Paradigm Asset Management Co LLC | 29,780 | $1.40M | 0.38% | −1,500−4.8% | Reduced |
| Ethic Inc. | 29,865 | $1.40M | 0.14% | +2,042+7.3% | Added |
| Prelude Capital Management, LLC | 29,973 | $1.41M | 0.08% | −51,294−63.1% | Reduced |
| Elo Mutual Pension Insurance Co | 29,999 | $1.41M | 0.05% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 30,060 | $1.41M | 0.92% | +50+0.2% | Added |
| Vestcor Inc | 31,799 | $1.49M | 0.05% | −833−2.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 32,112 | $1.51M | 0.11% | −5,015−13.5% | Reduced |
| Algert Global LLC | 32,405 | $1.52M | 0.20% | +22,207+217.8% | Added |
| Maryland State Retirement & Pension System | 32,561 | $1.56M | 0.04% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 33,800 | $1.59M | 0.01% | +11,700+52.9% | Added |
| American Century Companies Inc | 33,816 | $1.59M | 0.00% | −280,807−89.3% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 33,896 | $1.59M | 0.07% | +33,896 | New |
| Wellington Shields & Co., LLC | 34,000 | $1.60M | 0.56% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 34,068 | $1.60M | 0.08% | +187+0.6% | Added |
| Taylor, Cottrill, Erickson & Associates, Inc. | 35,040 | $1.65M | 0.23% | −2,100−5.7% | Reduced |
| Cozad Asset Management Inc | 35,153 | $1.65M | 0.26% | +1,486+4.4% | Added |
| Wills Financial Group, Inc. | 35,440 | $1.66M | 0.75% | +16,735+89.5% | Added |
| Securian Asset Management, Inc | 35,446 | $1.67M | 0.03% | −411−1.1% | Reduced |
| US Bancorp | 35,691 | $1.68M | 0.00% | −2,596−6.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 36,425 | $1.71M | 0.12% | −1,940−5.1% | Reduced |
| Staley Capital Advisers Inc | 36,423 | $1.71M | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,710 | $1.73M | 0.00% | −16,971−31.6% | Reduced |
| Strategic Advisors LLC | 36,750 | $1.73M | 0.37% | −250−0.7% | Reduced |
| CX Institutional | 37,223 | $1.75M | 0.14% | +33,818+993.2% | Added |
| Brandes Investment Partners, LP | 37,576 | $1.76M | 0.04% | −369−1.0% | Reduced |
| Blair William & Co | 37,598 | $1.77M | 0.01% | +1,182+3.2% | Added |
| Bowling Portfolio Management LLC | 37,711 | $1.77M | 0.40% | +25+0.1% | Added |
| Ziegler Capital Management, LLC | 37,837 | $1.78M | 0.06% | +37,837 | New |
| Crossmark Global Holdings, Inc. | 38,639 | $1.81M | 0.04% | +864+2.3% | Added |
| RKL Wealth Management LLC | 38,938 | $1.83M | 0.23% | +725+1.9% | Added |
| United Capital Financial Advisers, LLC | 39,154 | $1.84M | 0.01% | +2,528+6.9% | Added |
| Hexavest Inc. | 39,596 | $1.86M | 0.11% | −17,981−31.2% | Reduced |
| CIBC Asset Management Inc | 39,743 | $1.87M | 0.01% | +2,361+6.3% | Added |
| Capital Analysts, LLC | 39,919 | $1.88M | 0.12% | −1,531−3.7% | Reduced |
| ING Groep NV | 40,187 | $1.89M | 0.02% | +790+2.0% | Added |
| MML Investors Services, LLC | 41,058 | $1.93M | 0.02% | +2,675+7.0% | Added |
| Bradley Foster & Sargent Inc | 41,507 | $1.95M | 0.05% | +1,265+3.1% | Added |
| First Hawaiian Bank | 41,648 | $1.96M | 0.08% | −105−0.3% | Reduced |
| OPSEU Pension Plan Trust Fund | 41,261 | $1.96M | 0.50% | −2,041−4.7% | Reduced |
| Achmea Investment Management B.V. | 41,793 | $1.96M | 0.06% | +1,453+3.6% | Added |
| Richard P Slaughter Associates Inc | 41,920 | $1.97M | 0.78% | +580+1.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 42,558 | $2.00M | 0.00% | +15,542+57.5% | Added |
| Midwest Wealth Management Inc. | 42,875 | $2.01M | 1.39% | +998+2.4% | Added |
| Cassia Capital Partners, LLC | 42,875 | $2.01M | 1.39% | +42,875 | New |
| Wellington Shields Capital Management, LLC | 44,001 | $2.07M | 0.28% | +10.0% | Added |