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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Canton Hathaway, LLC | 790 | $37.0K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 800 | $37.0K | 0.02% | +800 | New |
| Future Financial Wealth Managment LLC | 1,000 | $49.0K | 0.04% | +1,000 | New |
| Benjamin F. Edwards & Company, Inc. | 1,068 | $50.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,069 | $51.0K | 0.00% | +211+24.6% | Added |
| Glassman Wealth Services | 1,120 | $53.0K | 0.01% | +135+13.7% | Added |
| Parkside Financial Bank & Trust | 1,127 | $54.0K | 0.01% | +19+1.7% | Added |
| TCI Wealth Advisors, Inc. | 1,163 | $55.0K | 0.01% | +227+24.3% | Added |
| Spire Wealth Management | 1,193 | $56.0K | 0.00% | +591+98.2% | Added |
| Harbour Investments, Inc. | 1,200 | $57.0K | 0.00% | −1,929−61.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,262 | $60.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,297 | $61.0K | 0.09% | +1,297 | New |
| Union Investments & Development Ltd. | 1,350 | $64.0K | 0.02% | +1,350 | New |
| Delta Asset Management LLC | 1,398 | $66.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,521 | $72.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,534 | $73.0K | 0.00% | +1,534 | New |
| MUFG Americas Holdings Corp | 1,609 | $76.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,684 | $80.0K | 0.01% | +1+0.1% | Added |
| Retirement Planning Co of New England, Inc. | 1,695 | $80.0K | 0.04% | +1,695 | New |
| Koshinski Asset Management, Inc. | 1,760 | $83.2K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1,779 | $84.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,798 | $85.0K | 0.02% | +694+62.9% | Added |
| Johnson Financial Group, Inc. | 1,799 | $85.0K | 0.01% | +799+79.9% | Added |
| CWM, LLC | 1,798 | $85.0K | 0.00% | +1,798 | New |
| Quent Capital, LLC | 1,853 | $88.0K | 0.02% | +1,853 | New |
| FourThought Financial, LLC | 1,983 | $94.0K | 0.01% | −77−3.7% | Reduced |
| Corsicana & Co. | 2,000 | $95.0K | 0.06% | −1,000−33.3% | Reduced |
| Reilly Financial Advisors, LLC | 2,000 | $95.0K | 0.01% | +1,885+1,639.1% | Added |
| Confluence Wealth Services, Inc. | 2,202 | $104.0K | 0.03% | +2,202 | New |
| BerganKDV Wealth Management, LLC | 2,311 | $109.0K | 0.01% | +2,261+4,522.0% | Added |
| AIA Group Ltd | 2,413 | $114.0K | 0.01% | +2,413 | New |
| Brown Brothers Harriman & Co | 2,579 | $122.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,585 | $122.1K | 0.03% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,845 | $134.0K | 0.00% | −1,280−31.0% | Reduced |
| TD Private Client Wealth LLC | 2,852 | $134.8K | 0.01% | −127−4.3% | Reduced |
| Clearstead Advisors, LLC | 2,902 | $137.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,051 | $144.0K | 0.00% | +2,384+357.4% | Added |
| Quadrant Capital Group LLC | 3,155 | $149.0K | 0.02% | +230+7.9% | Added |
| Whittier Trust Co | 3,336 | $158.0K | 0.00% | +1,045+45.6% | Added |
| Allworth Financial LP | 3,414 | $161.0K | 0.00% | +127+3.9% | Added |
| Deseret Mutual Benefit Administrators | 3,912 | $185.0K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,940 | $186.1K | 0.00% | −11,919−75.2% | Reduced |
| MBB Public Markets I LLC | 4,229 | $200.0K | 0.00% | +4,229 | New |
| Norris Perne & French LLP | 4,253 | $201.0K | 0.02% | +4,253 | New |
| First Heartland Consultants, Inc. | 4,335 | $204.0K | 0.03% | +23+0.5% | Added |
| NuWave Investment Management, LLC | 4,311 | $204.0K | 0.23% | +4,311 | New |
| Nomura Holdings Inc | 4,339 | $205.0K | 0.00% | −79,104−94.8% | Reduced |
| Paragon Capital Management Ltd | 4,338 | $205.0K | 0.03% | −51−1.2% | Reduced |
| CRA Financial Services, LLC | 4,390 | $207.0K | 0.06% | +4,390 | New |
| Gladstone Institutional Advisory LLC | 4,408 | $208.0K | 0.02% | +4,408 | New |
| Boston Private Wealth LLC | 4,431 | $210.0K | 0.00% | −7,481−62.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,450 | $210.0K | 0.07% | −3,100−41.1% | Reduced |
| Meristem Family Wealth, LLC | 4,445 | $210.0K | 0.02% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 4,435 | $210.0K | 0.01% | −16−0.4% | Reduced |
| American Trust | 4,440 | $210.0K | 0.02% | +4,440 | New |
| Tokio Marine Asset Management Co Ltd | 4,458 | $211.0K | 0.02% | +207+4.9% | Added |
| Cedrus LLC | 4,517 | $213.4K | 0.21% | +4,517 | New |
| Regions Financial Corp | 4,539 | $214.0K | 0.00% | −105−2.3% | Reduced |
| Burney Co | 4,534 | $214.0K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 4,523 | $214.0K | 0.11% | +250+5.9% | Added |
| Gateway Investment Advisers LLC | 4,550 | $215.0K | 0.00% | −385−7.8% | Reduced |
| Gryphon Financial Partners LLC | 4,570 | $216.0K | 0.04% | −297−6.1% | Reduced |
| Toroso Investments, LLC | 4,580 | $216.0K | 0.01% | +4,580 | New |
| Gotham Asset Management, LLC | 4,608 | $218.0K | 0.01% | +4,608 | New |
| Fieldpoint Private Securities, LLC | 4,625 | $219.0K | 0.04% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 4,661 | $220.0K | 0.12% | +1,040+28.7% | Added |
| People's United Financial, Inc. | 4,682 | $221.0K | 0.01% | −2,168−31.6% | Reduced |
| Check Capital Management Inc | 4,700 | $222.0K | 0.02% | 00.0% | Unchanged |
| South Shore Capital Advisors | 4,701 | $222.0K | 0.36% | +4,701 | New |
| Apollon Wealth Management, LLC | 4,719 | $223.0K | 0.02% | +4,719 | New |
| MQS Management LLC | 4,770 | $225.0K | 0.36% | +4,770 | New |
| Ontario Teachers Pension Plan Board | 4,773 | $226.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 4,797 | $227.0K | 0.15% | +4,797 | New |
| Horan Securities, Inc. | 4,819 | $228.0K | 0.14% | +4,819 | New |
| Essex Financial Services, Inc. | 4,850 | $229.0K | 0.02% | +4,850 | New |
| Highland Private Wealth Management | 4,975 | $235.0K | 0.03% | +34+0.7% | Added |
| Savant Capital, LLC | 5,019 | $237.0K | 0.01% | +551+12.3% | Added |
| Caption Management, LLC | 5,000 | $237.0K | 0.01% | +1,500+42.9% | Added |
| Keybank National Association | 5,040 | $238.0K | 0.00% | −5,044−50.0% | Reduced |
| CoreCap Advisors, LLC | 5,038 | $238.0K | 0.02% | +5,038 | New |
| Duality Advisers, LP | 5,084 | $240.0K | 0.03% | +5,084 | New |
| Pinnacle Associates Ltd | 5,144 | $243.0K | 0.00% | +94+1.9% | Added |
| FineMark National Bank & Trust | 5,169 | $244.0K | 0.01% | −8,488−62.2% | Reduced |
| ExodusPoint Capital Management, LP | 5,174 | $244.0K | 0.00% | +5,174 | New |
| Stratos Wealth Partners, LTD. | 5,195 | $245.0K | 0.01% | +889+20.6% | Added |
| Pitcairn Co | 5,286 | $250.0K | 0.02% | −23−0.4% | Reduced |
| Longfellow Investment Management Co LLC | 5,290 | $250.0K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,341 | $252.0K | 0.02% | +5,341 | New |
| Harbor Investment Advisory, LLC | 5,394 | $255.0K | 0.03% | +231+4.5% | Added |
| Advisory Services Network, LLC | 5,410 | $256.0K | 0.01% | −358−6.2% | Reduced |
| Sequoia Financial Advisors, LLC | 5,444 | $257.0K | 0.01% | +5,444 | New |
| Essex Savings Bank | 5,622 | $266.0K | 0.09% | +5,622 | New |
| Integrated Investment Consultants, LLC | 5,671 | $268.0K | 0.07% | 00.0% | Unchanged |
| Virtu Financial LLC | 5,679 | $268.0K | 0.03% | +5,679 | New |
| Valeo Financial Advisors, LLC | 5,698 | $269.0K | 0.01% | +164+3.0% | Added |
| Stevens Capital Management LP | 5,692 | $269.0K | 0.06% | +5,692 | New |
| Teza Capital Management LLC | 5,691 | $269.0K | 0.07% | +5,691 | New |
| Gsa Capital Partners LLP | 5,724 | $270.0K | 0.03% | +5,724 | New |
| Foster & Motley Inc | 5,797 | $274.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,800 | $274.0K | 0.02% | 00.0% | Unchanged |