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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, Q4 2021

Institutional positions in Citizens Financial Group Inc as of Dec 31, 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
749
+58 vs. Q3 2021
Shares held
400.1M
+2.09M (+0.5%) vs. Q3 2021
Total value
$19.0B
+$277.4M (+1.5%) vs. Q3 2021
New holders
114
256 more added
Sold out
56
264 more reduced

13 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 749 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 heldQ4 2021: $19.0B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q3 2021.

Institutions holding CFG in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Carroll Financial Associates, Inc.5$00.00%−26−83.9%Reduced
JJJ Advisors Inc.8$00.00%00.0%Unchanged
USA Financial Portformulas Corp10$00.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC3$00.00%+3New
Widmann Financial Services, Inc.16$00.00%+16New
WestEnd Advisors, LLC5$2360.00%––
Sutton Wealth Advisors Inc.19$8980.00%00.0%Unchanged
Sentry Investment Management LLC21$1.00K0.00%00.0%Unchanged
Country Trust Bank29$1.00K0.00%00.0%Unchanged
Covington Capital Management19$1.00K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31$1.00K0.00%00.0%Unchanged
Gemmer Asset Management LLC21$1.00K0.00%00.0%Unchanged
Retirement Group, LLC22$1.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.34$1.00K0.00%00.0%Unchanged
Optiver Holding B.V.19$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc25$1.00K0.00%+25New
Capital Advisors, Ltd. LLC11$1.00K0.00%+11New
CVA Family Office, LLC20$1.00K0.00%+20New
Addison Advisors LLC16$1.00K0.00%+16New
Schubert & Co21$1.00K0.00%+21New
Karlinski Andrew C21$1.00K0.00%+21New
Massmutual Trust Co FSB46$2.00K0.00%−49−51.6%Reduced
Bell Investment Advisors, Inc41$2.00K0.00%−43−51.2%Reduced
Salem Investment Counselors Inc50$2.00K0.00%00.0%Unchanged
HM Payson & Co40$2.00K0.00%00.0%Unchanged
Bogart Wealth, LLC34$2.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC50$2.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC45$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC48$2.00K0.00%+48New
Lenox Wealth Advisors, LLC47$2.00K0.00%+47New
Global Financial Private Client, LLC56$2.65K0.00%00.0%Unchanged
Raffa Wealth Management, LLC62$2.93K0.00%00.0%Unchanged
Asset Dedication, LLC70$3.00K0.00%00.0%Unchanged
Baystate Wealth Management LLC69$3.00K0.00%+1+1.5%Added
Cordasco Financial Network67$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.64$3.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC59$3.00K0.00%00.0%Unchanged
Edge Wealth Management LLC53$3.00K0.00%00.0%Unchanged
American National Bank64$3.00K0.00%+64New
Lee Financial Co64$3.00K0.00%+64New
Sierra Capital LLC53$3.00K0.00%+53New
Howe & Rusling Inc85$4.00K0.00%00.0%Unchanged
Benjamin Edwards Inc95$4.00K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.75$4.00K0.00%00.0%Unchanged
Manchester Capital Management LLC102$5.00K0.00%−61−37.4%Reduced
Caldwell Trust Co110$5.20K0.00%00.0%Unchanged
Archer Investment Corp113$5.34K0.00%+113New
EverSource Wealth Advisors, LLC125$6.00K0.00%+125New
Piscataqua Savings Bank125$6.00K0.00%+125New
Tyler-Stone Wealth Management132$6.00K0.00%+132New
Eukles Asset Management140$7.00K0.00%00.0%Unchanged
Investors Research Corp145$7.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.150$7.00K0.00%+150New
Private Capital Group, LLC175$8.00K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC199$9.00K0.00%−21−9.5%Reduced
Thompson Siegel & Walmsley LLC190$9.00K0.00%00.0%Unchanged
North Star Investment Management Corp.200$9.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.200$9.00K0.00%00.0%Unchanged
Carmichael Hill & Associates, Inc.217$10.0K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.205$10.0K0.00%+205New
Farmers & Merchants Investments Inc230$11.0K0.00%00.0%Unchanged
Versant Capital Management, Inc226$11.0K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA243$11.0K0.01%+243New
Semmax Financial Advisors Inc.223$11.0K0.00%+223New
West Paces Advisors Inc.238$11.2K0.00%00.0%Unchanged
Smithfield Trust Co245$12.0K0.00%00.0%Unchanged
Earnest Partners LLC244$12.0K0.00%00.0%Unchanged
Snowden Capital Advisors LLC258$12.0K0.00%+258New
Hexagon Capital Partners LLC265$13.0K0.00%−31−10.5%Reduced
Vigilant Capital Management, LLC269$13.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.268$13.8K0.00%+268New
Montag A & Associates Inc298$14.0K0.00%00.0%Unchanged
Heritage Wealth Advisors287$14.0K0.00%00.0%Unchanged
Ahrens Investment Partners LLC288$14.0K0.01%+288New
Logan Capital Management Inc327$15.0K0.00%00.0%Unchanged
Evoke Wealth, LLC313$15.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.320$15.0K0.00%+170+113.3%Added
First Personal Financial Services358$17.0K0.00%+358New
Cambridge Trust Co387$18.0K0.00%+387New
Exchange Traded Concepts, LLC388$18.0K0.00%+388New
HHM Wealth Advisors, LLC400$19.0K0.00%00.0%Unchanged
FSB Premier Wealth Management, Inc.425$20.0K0.01%+425New
Arlington Partners LLC433$20.0K0.01%+433New
Loomis Sayles & Co L P535$25.0K0.00%−68−11.3%Reduced
McIlrath & Eck, LLC519$25.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC521$25.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC550$26.0K0.01%00.0%Unchanged
Lindbrook Capital, LLC554$26.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC575$27.2K0.00%−1,659−74.3%Reduced
West Oak Capital, LLC600$28.0K0.01%00.0%Unchanged
Fortitude Advisory Group L.L.C.616$29.0K0.01%+616New
Leelyn Smith, LLC630$30.0K0.01%00.0%Unchanged
Winch Advisory Services, LLC647$31.0K0.01%+6+0.9%Added
Central Trust Co700$33.0K0.00%00.0%Unchanged
Kings Point Capital Management700$33.0K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd699$33.0K0.01%00.0%Unchanged
Bedel Financial Consulting, Inc.712$34.0K0.01%00.0%Unchanged
Leonteq Securities AG736$34.8K0.00%−45−5.8%Reduced
Evermay Wealth Management LLC768$36.0K0.01%−132−14.7%Reduced
Carolinas Wealth Consulting LLC772$36.0K0.01%+210+37.4%Added