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 |
|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 16,757 | $787.0K | 0.01% | +7,599+83.0% | Added |
| CIBC Private Wealth Group, LLC | 16,592 | $779.0K | 0.00% | −2,817−14.5% | Reduced |
| SevenBridge Financial Group, LLC | 16,569 | $778.0K | 0.26% | +5,648+51.7% | Added |
| AMJ Financial Wealth Management | 16,361 | $769.0K | 0.32% | +625+4.0% | Added |
| Tdam USA Inc. | 16,300 | $766.0K | 0.05% | +302+1.9% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 16,184 | $760.0K | 0.88% | −1,336−7.6% | Reduced |
| Centiva Capital, LP | 16,065 | $755.0K | 0.06% | +11,662+264.9% | Added |
| Capula Management Ltd | 15,998 | $752.0K | 0.06% | +15,998 | New |
| JustInvest LLC | 15,864 | $745.0K | 0.07% | −2,891−15.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,859 | $744.4K | 0.01% | −1,053−6.2% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $728.0K | 0.16% | +15,500 | New |
| Fiduciary Trust Co | 15,088 | $708.0K | 0.01% | +5,574+58.6% | Added |
| Arkadios Wealth Advisors | 14,972 | $703.0K | 0.10% | +2,483+19.9% | Added |
| Norinchukin Bank, The | 14,344 | $674.0K | 0.01% | +1,366+10.5% | Added |
| Wealthspire Advisors, LLC | 14,213 | $668.0K | 0.01% | +5,690+66.8% | Added |
| Pathstone Family Office, LLC | 14,165 | $665.0K | 0.02% | +397+2.9% | Added |
| Alpha Paradigm Partners, LLC | 14,037 | $659.0K | 0.26% | +5,501+64.4% | Added |
| Advisors Capital Management, LLC | 13,992 | $657.0K | 0.02% | +8,060+135.9% | Added |
| Legacy Wealth Asset Management, LLC | 13,729 | $645.0K | 0.30% | +45+0.3% | Added |
| FineMark National Bank & Trust | 13,657 | $642.0K | 0.03% | −8,480−38.3% | Reduced |
| Avestar Capital, LLC | 13,662 | $642.0K | 0.12% | +13,662 | New |
| Vontobel Holding Ltd. | 13,619 | $640.0K | 0.01% | +1,230+9.9% | Added |
| World Asset Management Inc | 13,600 | $639.0K | 0.06% | −1,153−7.8% | Reduced |
| New England Research & Management, Inc. | 13,450 | $632.0K | 0.33% | +50+0.4% | Added |
| Proequities, Inc. | 13,346 | $627.0K | 0.04% | −177−1.3% | Reduced |
| XTX Topco Ltd | 13,161 | $618.0K | 0.21% | +8,356+173.9% | Added |
| Cigna Investments Inc | 13,027 | $612.0K | 0.05% | −85−0.6% | Reduced |
| Kinneret Advisory, LLC | 12,998 | $611.0K | 0.07% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 12,925 | $607.0K | 0.18% | +850+7.0% | Added |
| Jackson Square Capital, LLC | 12,867 | $604.0K | 0.20% | +3,125+32.1% | Added |
| CAPROCK Group, Inc. | 12,652 | $594.0K | 0.05% | −314−2.4% | Reduced |
| Seeyond | 12,613 | $592.0K | 0.06% | −383−2.9% | Reduced |
| Man Group plc | 12,290 | $578.0K | 0.00% | −137,534−91.8% | Reduced |
| Windsor Group LTD | 11,961 | $577.0K | 0.12% | −5,046−29.7% | Reduced |
| Profund Advisors LLC | 12,268 | $576.0K | 0.02% | −26,461−68.3% | Reduced |
| IBM Retirement Fund | 12,041 | $566.0K | 0.04% | +97+0.8% | Added |
| Newman Dignan & Sheerar, Inc. | 12,018 | $565.0K | 0.19% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,912 | $560.0K | 0.01% | +571+5.0% | Added |
| Commerce Bank | 11,576 | $544.0K | 0.00% | +4,800+70.8% | Added |
| Wolverine Trading, LLC | 11,244 | $540.0K | 0.01% | +2,104+23.0% | Added |
| Fort Washington Investment Advisors Inc | 11,405 | $536.0K | 0.00% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 11,398 | $535.0K | 0.05% | −173,030−93.8% | Reduced |
| Penserra Capital Management LLC | 11,324 | $531.0K | 0.01% | +18+0.2% | Added |
| Intrua Financial, LLC | 11,023 | $525.0K | 0.10% | +3,581+48.1% | Added |
| Washington Capital Management Inc | 11,150 | $523.8K | 0.46% | +11,150 | New |
| Csenge Advisory Group | 10,647 | $514.0K | 0.04% | +2,345+28.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 10,892 | $512.0K | 0.05% | −194−1.7% | Reduced |
| Everence Capital Management Inc | 10,900 | $512.0K | 0.04% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 10,777 | $507.0K | 0.05% | −117−1.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 10,770 | $506.0K | 0.04% | −159−1.5% | Reduced |
| Squarepoint Ops LLC | 10,660 | $501.0K | 0.00% | −98,673−90.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 10,670 | $501.0K | 0.13% | −5,595−34.4% | Reduced |
| Great Valley Advisor Group, Inc. | 10,630 | $500.0K | 0.03% | −1,046−9.0% | Reduced |
| Pinnacle Holdings, LLC | 10,515 | $494.0K | 0.22% | 00.0% | Unchanged |
| Cutler Group LP | 10,418 | $489.0K | 0.04% | +10,196+4,592.8% | Added |
| Beacon Pointe Advisors, LLC | 10,293 | $484.0K | 0.01% | +2,806+37.5% | Added |
| Chesley Taft & Associates LLC | 10,250 | $482.0K | 0.03% | +400+4.1% | Added |
| Berkshire Asset Management LLC | 10,162 | $477.0K | 0.03% | +2,012+24.7% | Added |
| Two Sigma Securities, LLC | 10,110 | $475.0K | 0.10% | +10,110 | New |
| GWM Advisors LLC | 10,083 | $474.0K | 0.01% | −12,778−55.9% | Reduced |
| Keybank National Association | 10,084 | $474.0K | 0.00% | −5,984−37.2% | Reduced |
| Vident Investment Advisory, LLC | 10,092 | $474.0K | 0.01% | +4,889+94.0% | Added |
| Cetera Investment Advisers | 10,067 | $473.0K | 0.01% | +333+3.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $470.0K | 0.15% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 9,905 | $465.0K | 0.03% | +21+0.2% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,822 | $461.0K | 0.02% | +1,225+14.2% | Added |
| Ieq Capital, LLC | 9,604 | $451.0K | 0.01% | +343+3.7% | Added |
| Verition Fund Management LLC | 9,536 | $448.0K | 0.01% | −34,373−78.3% | Reduced |
| Summit X, LLC | 9,365 | $443.0K | 0.11% | +2,900+44.9% | Added |
| Redpoint Investment Management Pty Ltd | 9,386 | $441.0K | 0.04% | 00.0% | Unchanged |
| Peak Financial Advisors LLC | 9,396 | $441.0K | 0.39% | +2,667+39.6% | Added |
| Prospera Financial Services Inc | 9,367 | $440.0K | 0.02% | −55−0.6% | Reduced |
| Precision Wealth Strategies, LLC | 9,370 | $440.0K | 0.34% | +4,397+88.4% | Added |
| Greenleaf Trust | 9,339 | $439.0K | 0.01% | −457−4.7% | Reduced |
| Marietta Investment Partners LLC | 9,290 | $436.0K | 0.10% | 00.0% | Unchanged |
| Leuthold Group, LLC | 9,172 | $431.0K | 0.05% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 9,150 | $430.0K | 0.06% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 9,097 | $427.0K | 0.00% | −1,192−11.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,955 | $420.0K | 0.00% | +1,784+24.9% | Added |
| Lincoln National Corp | 8,928 | $420.0K | 0.01% | +8,928 | New |
| Washington Trust Co | 8,928 | $419.0K | 0.01% | +428+5.0% | Added |
| First Quadrant L P | 8,900 | $418.0K | 0.05% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 8,862 | $416.0K | 0.07% | −247−2.7% | Reduced |
| Banque Cantonale Vaudoise | 8,703 | $410.0K | 0.02% | −17,500−66.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,720 | $410.0K | 0.13% | +323+3.8% | Added |
| IFP Advisors, Inc | 8,465 | $397.0K | 0.01% | +363+4.5% | Added |
| Westbourne Investment Advisors, Inc. | 8,385 | $394.0K | 0.18% | −22,437−72.8% | Reduced |
| Dana Investment Advisors, Inc. | 8,209 | $386.0K | 0.02% | −42,264−83.7% | Reduced |
| Salzhauer Michael | 8,201 | $385.0K | 0.17% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 8,165 | $384.0K | 0.12% | −315−3.7% | Reduced |
| Ameritas Investment Partners, Inc. | 8,123 | $381.0K | 0.01% | +2,305+39.6% | Added |
| KC Investment Advisors, LLC | 8,070 | $379.0K | 0.31% | +1,020+14.5% | Added |
| Cetera Advisor Networks LLC | 7,955 | $374.0K | 0.01% | −1,832−18.7% | Reduced |
| Agf Investments Inc. | 7,909 | $372.0K | 0.00% | +343+4.5% | Added |
| Steward Partners Investment Advisory, LLC | 7,901 | $371.0K | 0.01% | +428+5.7% | Added |
| Ellevest, Inc. | 7,900 | $371.0K | 0.04% | +931+13.4% | Added |
| Quantinno Capital Management LP | 7,845 | $369.0K | 0.41% | +118+1.5% | Added |
| Lido Advisors, LLC | 7,840 | $368.0K | 0.01% | −2,144−21.5% | Reduced |
| Pensionfund DSM Netherlands | 7,800 | $366.0K | 0.05% | +7,800 | New |
| Parsons Capital Management Inc | 7,566 | $355.0K | 0.03% | +230+3.1% | Added |