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 |
|---|---|---|---|---|---|
| BBVA USA | 1,195 | $56.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,175 | $55.0K | 0.01% | +106+9.9% | Added |
| Parkside Financial Bank & Trust | 1,108 | $53.0K | 0.02% | −79−6.7% | Reduced |
| Concord Wealth Partners | 1,104 | $52.0K | 0.02% | −328−22.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,068 | $50.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $47.0K | 0.00% | −98−8.9% | Reduced |
| Glassman Wealth Services | 985 | $46.0K | 0.01% | +401+68.7% | Added |
| TCI Wealth Advisors, Inc. | 936 | $44.0K | 0.01% | +228+32.2% | Added |
| Evermay Wealth Management LLC | 900 | $42.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 858 | $40.0K | 0.00% | −4−0.5% | Reduced |
| Canton Hathaway, LLC | 790 | $37.0K | 0.01% | +790 | New |
| Leonteq Securities AG | 781 | $36.7K | 0.00% | −698−47.2% | Reduced |
| Bedel Financial Consulting, Inc. | 712 | $33.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 700 | $33.0K | 0.00% | +700 | New |
| Harvest Fund Management Co., Ltd | 699 | $32.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 667 | $31.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 641 | $30.0K | 0.01% | +5+0.8% | Added |
| Leelyn Smith, LLC | 630 | $30.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 603 | $28.0K | 0.00% | −10,162−94.4% | Reduced |
| West Oak Capital, LLC | 600 | $28.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 602 | $28.0K | 0.00% | +360+148.8% | Added |
| Carolinas Wealth Consulting LLC | 562 | $27.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 576 | $27.0K | 0.00% | +238+70.4% | Added |
| GPS Wealth Strategies Group, LLC | 550 | $26.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 554 | $26.0K | 0.01% | +10+1.8% | Added |
| McIlrath & Eck, LLC | 519 | $24.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 521 | $24.0K | 0.00% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 450 | $21.0K | 0.00% | +450 | New |
| Dark Forest Capital Management LP | 411 | $19.0K | 0.01% | −1−0.2% | Reduced |
| HHM Wealth Advisors, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 394 | $19.0K | 0.00% | +394 | New |
| Prentice Wealth Management LLC | 382 | $18.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 521 | $18.0K | 0.01% | +521 | New |
| Evolution Wealth Advisors, LLC | 348 | $16.0K | 0.00% | −1−0.3% | Reduced |
| Logan Capital Management Inc | 327 | $15.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 323 | $15.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 298 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 313 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 296 | $14.0K | 0.00% | +37+14.3% | Added |
| Heritage Wealth Advisors | 287 | $13.5K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 269 | $13.0K | 0.00% | +269 | New |
| Smithfield Trust Co | 245 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 238 | $11.2K | 0.00% | +238 | New |
| Versant Capital Management, Inc | 226 | $11.0K | 0.00% | −121−34.9% | Reduced |
| Earnest Partners LLC | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 230 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 234 | $11.0K | 0.00% | +234 | New |
| Pacitti Group Inc. | 232 | $11.0K | 0.01% | +232 | New |
| Carmichael Hill & Associates, Inc. | 217 | $10.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 220 | $10.0K | 0.00% | +28+14.6% | Added |
| Guidance Point Advisors, LLC | 225 | $10.0K | 0.00% | +225 | New |
| Thompson Siegel & Walmsley LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Capstone Investment Advisors, LLC | 196 | $9.00K | 0.00% | +196 | New |
| Private Capital Group, LLC | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 176 | $8.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 163 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 110 | $5.17K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 115 | $5.00K | 0.00% | +115 | New |
| Eaton Vance Management | 16,142 | $4.00K | 0.00% | +556+3.6% | Added |
| Benjamin Edwards Inc | 95 | $4.00K | 0.00% | −4,205−97.8% | Reduced |
| Massmutual Trust Co FSB | 95 | $4.00K | 0.00% | −86−47.5% | Reduced |
| Howe & Rusling Inc | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $4.00K | 0.00% | +84 | New |
| Asset Dedication, LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 54 | $3.00K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 62 | $2.91K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $2.70K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 52 | $2.00K | 0.00% | −16,944−99.7% | 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 |
| Prestige Wealth Management Group LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 52 | $2.00K | 0.00% | −48−48.0% | Reduced |
| Edge Wealth Management LLC | 53 | $2.00K | 0.00% | +53 | New |
| Syverson Strege & Co | 48 | $2.00K | 0.00% | +48 | New |
| First Command Advisory Services, Inc. | 40 | $2.00K | 0.00% | +40 | New |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 31 | $1.00K | 0.00% | +5+19.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.00K | 0.00% | +5+19.2% | Added |
| Gemmer Asset Management LLC | 21 | $1.00K | 0.00% | +9+75.0% | Added |
| Retirement Group, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 29 | $1.00K | 0.00% | +29 | New |
| Covington Capital Management | 19 | $1.00K | 0.00% | +19 | New |
| Optiver Holding B.V. | 19 | $1.00K | 0.00% | +19 | New |