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 |
|---|---|---|---|---|---|
| Argus Investors' Counsel, Inc. | 7,552 | $355.0K | 0.23% | +1,666+28.3% | Added |
| Campbell & CO Investment Adviser LLC | 7,550 | $355.0K | 0.12% | +7,550 | New |
| IndexIQ Advisors LLC | 7,360 | $346.0K | 0.01% | +374+5.4% | Added |
| Fulton Bank, N.A. | 7,350 | $345.0K | 0.02% | +1,034+16.4% | Added |
| Personal Cfo Solutions, LLC | 7,317 | $344.0K | 0.07% | +418+6.1% | Added |
| Wetherby Asset Management Inc | 7,216 | $339.0K | 0.02% | +487+7.2% | Added |
| JB Capital LLC | 7,199 | $338.0K | 0.04% | +7,199 | New |
| Huntington National Bank | 7,170 | $337.0K | 0.00% | −605−7.8% | Reduced |
| Venture Visionary Partners LLC | 7,104 | $336.0K | 0.02% | +7,104 | New |
| Orion Portfolio Solutions, LLC | 7,125 | $335.0K | 0.01% | +1,398+24.4% | Added |
| First Horizon Advisors, Inc. | 7,104 | $333.0K | 0.01% | +424+6.3% | Added |
| Grove Bank & Trust | 6,870 | $323.0K | 0.07% | 00.0% | Unchanged |
| People's United Financial, Inc. | 6,850 | $322.0K | 0.01% | −308−4.3% | Reduced |
| Regentatlantic Capital LLC | 6,823 | $321.0K | 0.01% | +34+0.5% | Added |
| Cerity Partners LLC | 6,759 | $318.0K | 0.01% | +108+1.6% | Added |
| Assetmark, Inc | 6,579 | $309.0K | 0.00% | +459+7.5% | Added |
| American Portfolios Advisors | 6,492 | $305.0K | 0.01% | −3,504−35.1% | Reduced |
| Nations Financial Group Inc, | 6,500 | $305.0K | 0.05% | 00.0% | Unchanged |
| Veritable, L.P. | 6,191 | $291.0K | 0.00% | +40+0.7% | Added |
| Compton Capital Management Inc | 6,200 | $291.0K | 0.09% | +6,200 | New |
| Raymond James Trust N.A. | 6,146 | $289.0K | 0.01% | −497−7.5% | Reduced |
| D.A. Davidson & Co. | 6,125 | $288.0K | 0.00% | +325+5.6% | Added |
| Clarius Group, LLC | 6,055 | $284.0K | 0.03% | +733+13.8% | Added |
| Crumly & Associates Inc. | 6,029 | $283.0K | 0.13% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 6,000 | $282.0K | 0.11% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 5,980 | $281.0K | 0.00% | −247−4.0% | Reduced |
| HBK Sorce Advisory LLC | 5,823 | $274.0K | 0.02% | +5,823 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,800 | $272.0K | 0.02% | −2,200−27.5% | Reduced |
| Foster & Motley Inc | 5,797 | $272.0K | 0.02% | +5,797 | New |
| Advisory Services Network, LLC | 5,768 | $271.0K | 0.01% | −3,588−38.3% | Reduced |
| Integrated Investment Consultants, LLC | 5,671 | $266.0K | 0.08% | +5,671 | New |
| Valeo Financial Advisors, LLC | 5,534 | $260.0K | 0.02% | +5,534 | New |
| HighPoint Advisor Group LLC | 5,469 | $257.0K | 0.03% | −1,974−26.5% | Reduced |
| Empirical Finance, LLC | 5,468 | $257.0K | 0.04% | +295+5.7% | Added |
| Pitcairn Co | 5,309 | $250.0K | 0.02% | −90−1.7% | Reduced |
| Longfellow Investment Management Co LLC | 5,290 | $249.0K | 0.04% | 00.0% | Unchanged |
| Balentine LLC | 5,277 | $248.0K | 0.01% | +5,277 | New |
| Affinity Investment Advisors, LLC | 5,249 | $247.0K | 0.11% | +5,249 | New |
| DRW Securities, LLC | 5,244 | $246.0K | 0.07% | +5,244 | New |
| Quadrature Capital Ltd | 5,213 | $245.0K | 0.01% | −4,960−48.8% | Reduced |
| Harbor Investment Advisory, LLC | 5,163 | $243.0K | 0.03% | +2,042+65.4% | Added |
| Continuum Advisory, LLC | 5,159 | $242.0K | 0.06% | +5,159 | New |
| Pinnacle Associates Ltd | 5,050 | $237.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 4,981 | $234.0K | 0.03% | −522−9.5% | Reduced |
| Highland Private Wealth Management | 4,941 | $232.0K | 0.03% | −320−6.1% | Reduced |
| Gateway Investment Advisers LLC | 4,935 | $232.0K | 0.00% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 4,867 | $228.0K | 0.05% | +4,867 | New |
| Kaizen Financial Strategies | 4,846 | $228.0K | 0.18% | +4,846 | New |
| Ontario Teachers Pension Plan Board | 4,773 | $224.0K | 0.00% | +4,773 | New |
| Bremer Bank National Association | 4,738 | $223.0K | 0.04% | −449−8.7% | Reduced |
| Check Capital Management Inc | 4,700 | $221.0K | 0.02% | 00.0% | Unchanged |
| Regions Financial Corp | 4,644 | $218.0K | 0.00% | −917−16.5% | Reduced |
| Fieldpoint Private Securities, LLC | 4,625 | $217.0K | 0.05% | +166+3.7% | Added |
| Conning Inc. | 4,560 | $214.0K | 0.01% | −510−10.1% | Reduced |
| Western Financial Corporation | 4,562 | $214.0K | 0.13% | +38+0.8% | Added |
| Burney Co | 4,534 | $213.0K | 0.01% | −382−7.8% | Reduced |
| Coldstream Capital Management Inc | 8,386 | $212.0K | 0.01% | −118−1.4% | Reduced |
| Savant Capital, LLC | 4,468 | $210.0K | 0.01% | −521−10.4% | Reduced |
| Meristem Family Wealth, LLC | 4,445 | $209.0K | 0.02% | −435−8.9% | Reduced |
| Siemens Fonds Invest GmbH | 4,451 | $209.0K | 0.01% | +4,451 | New |
| Sheaff Brock Investment Advisors, LLC | 4,425 | $207.0K | 0.02% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 4,389 | $206.0K | 0.04% | +4,389 | New |
| Mirova | 4,357 | $204.0K | 0.03% | +384+9.7% | Added |
| First Heartland Consultants, Inc. | 4,312 | $203.0K | 0.03% | −1,347−23.8% | Reduced |
| Stratos Wealth Partners, LTD. | 4,306 | $202.0K | 0.01% | −1,448−25.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 7,958 | $201.0K | 0.00% | −1,645−17.1% | Reduced |
| Peoples Bank | 4,273 | $201.0K | 0.11% | +4,273 | New |
| Tokio Marine Asset Management Co Ltd | 4,251 | $200.0K | 0.02% | +4,251 | New |
| DuPont Capital Management Corp | 4,125 | $194.0K | 0.01% | −113,724−96.5% | Reduced |
| Deseret Mutual Benefit Administrators | 3,912 | $184.0K | 0.03% | −1,686−30.1% | Reduced |
| Systematic Alpha Investments, LLC | 3,860 | $183.0K | 0.01% | +3,860 | New |
| Signaturefd, LLC | 3,776 | $177.0K | 0.01% | −181−4.6% | Reduced |
| Carolina Wealth Advisors, LLC | 3,621 | $170.0K | 0.11% | +631+21.1% | Added |
| Caption Management, LLC | 3,500 | $164.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,436 | $161.0K | 0.01% | +107+3.2% | Added |
| Allworth Financial LP | 3,287 | $154.0K | 0.00% | +2,625+396.5% | Added |
| Harbour Investments, Inc. | 3,129 | $147.0K | 0.00% | −147−4.5% | Reduced |
| NEXT Financial Group, Inc | 3,101 | $146.0K | 0.01% | +218+7.6% | Added |
| Corsicana & Co. | 3,000 | $141.0K | 0.09% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,979 | $140.0K | 0.01% | +65+2.2% | Added |
| Quadrant Capital Group LLC | 2,925 | $137.0K | 0.02% | −19−0.6% | Reduced |
| Clearstead Advisors, LLC | 2,902 | $136.0K | 0.01% | −94−3.1% | Reduced |
| Berman Capital Advisors, LLC | 2,822 | $131.0K | 0.02% | +338+13.6% | Added |
| Glen Eagle Advisors, LLC | 2,585 | $121.4K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,579 | $121.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 2,457 | $119.0K | 0.04% | +1,593+184.4% | Added |
| State of Wyoming | 2,494 | $117.0K | 0.08% | +745+42.6% | Added |
| Belpointe Asset Management LLC | 2,392 | $112.0K | 0.01% | +2,392 | New |
| Herold Advisors, Inc. | 2,400 | $112.0K | 0.04% | +2,400 | New |
| Whittier Trust Co | 2,291 | $108.0K | 0.00% | +76+3.4% | Added |
| Atlas Capital Advisors LLC | 2,234 | $105.0K | 0.02% | −7,966−78.1% | Reduced |
| Jacobi Capital Management LLC | 2,105 | $99.0K | 0.01% | +2,000+1,904.8% | Added |
| FourThought Financial, LLC | 2,060 | $96.0K | 0.01% | +1,988+2,761.1% | Added |
| Institutional & Family Asset Management, LLC | 1,779 | $84.0K | 0.01% | −579−24.6% | Reduced |
| Koshinski Asset Management, Inc. | 1,760 | $82.7K | 0.01% | +1,760 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,683 | $79.0K | 0.01% | +40+2.4% | Added |
| MUFG Americas Holdings Corp | 1,609 | $76.0K | 0.00% | +798+98.4% | Added |
| Compagnie Lombard Odier SCmA | 1,521 | $71.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,398 | $66.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,262 | $59.0K | 0.01% | +856+210.8% | Added |