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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 5,823 | $275.0K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 5,850 | $276.4K | 0.03% | +5,850 | New |
| Whalerock Point Partners, LLC | 6,000 | $283.5K | 0.10% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 6,005 | $284.0K | 0.01% | +792+15.2% | Added |
| Western Financial Corporation | 6,068 | $287.0K | 0.15% | +1,506+33.0% | Added |
| Pearl River Capital, LLC | 6,104 | $288.0K | 0.08% | −62,836−91.1% | Reduced |
| Freestone Capital Holdings, LLC | 6,140 | $290.0K | 0.01% | +6,140 | New |
| Parallel Advisors, LLC | 6,287 | $297.0K | 0.01% | +2,851+83.0% | Added |
| Clarius Group, LLC | 6,339 | $300.0K | 0.02% | +284+4.7% | Added |
| Citadel Advisors LLC | 6,367 | $301.0K | 0.00% | −10,475−62.2% | Reduced |
| Huntington National Bank | 6,362 | $301.0K | 0.00% | −808−11.3% | Reduced |
| Salzhauer Michael | 8,801 | $302.0K | 0.11% | +600+7.3% | Added |
| Signaturefd, LLC | 6,463 | $305.0K | 0.01% | +2,687+71.2% | Added |
| Nations Financial Group Inc, | 6,500 | $307.0K | 0.04% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6,501 | $307.0K | 0.07% | +1,342+26.0% | Added |
| Raymond James Trust N.A. | 6,555 | $310.0K | 0.01% | +409+6.7% | Added |
| Modera Wealth Management, LLC | 6,579 | $310.0K | 0.01% | +6,579 | New |
| Veritable, L.P. | 6,603 | $312.0K | 0.00% | +412+6.7% | Added |
| D.A. Davidson & Co. | 6,599 | $312.0K | 0.00% | +474+7.7% | Added |
| New Century Advisors, LLC | 6,670 | $315.0K | 0.30% | +6,670 | New |
| HFG Advisors, Inc. | 6,680 | $316.0K | 0.36% | +6,680 | New |
| Brown, Lisle/Cummings, Inc. | 6,724 | $317.7K | 0.16% | +6,724 | New |
| Crumly & Associates Inc. | 6,029 | $319.0K | 0.13% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 6,820 | $322.0K | 0.01% | −284−4.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 6,845 | $323.0K | 0.13% | −1,540−18.4% | Reduced |
| Venture Visionary Partners LLC | 6,837 | $323.0K | 0.02% | −267−3.8% | Reduced |
| Orion Portfolio Solutions, LLC | 6,994 | $330.0K | 0.01% | −131−1.8% | Reduced |
| IBM Retirement Fund | 7,067 | $334.0K | 0.04% | −4,974−41.3% | Reduced |
| IndexIQ Advisors LLC | 7,110 | $336.0K | 0.01% | −250−3.4% | Reduced |
| Twinbeech Capital LP | 7,211 | $341.0K | 0.02% | +7,211 | New |
| JB Capital LLC | 7,245 | $342.4K | 0.03% | +46+0.6% | Added |
| Erste Asset Management GmbH | 7,247 | $342.8K | 0.01% | +7,247 | New |
| Group One Trading, L.P. | 7,249 | $343.0K | 0.01% | +7,249 | New |
| Dana Investment Advisors, Inc. | 7,386 | $349.0K | 0.02% | −823−10.0% | Reduced |
| Empirical Finance, LLC | 7,395 | $349.0K | 0.04% | +1,927+35.2% | Added |
| Wetherby Asset Management Inc | 7,404 | $350.0K | 0.02% | +188+2.6% | Added |
| Fractal Investments LLC | 7,410 | $350.0K | 0.12% | +7,410 | New |
| American Portfolios Advisors | 7,417 | $350.5K | 0.01% | +925+14.2% | Added |
| Personal Cfo Solutions, LLC | 7,455 | $352.0K | 0.07% | +138+1.9% | Added |
| Boothbay Fund Management, LLC | 7,449 | $352.0K | 0.01% | +7,449 | New |
| Pinnacle Private Wealth, LLC | 7,454 | $352.0K | 0.11% | +7,454 | New |
| Fulton Bank, N.A. | 7,557 | $357.0K | 0.02% | +207+2.8% | Added |
| Parsons Capital Management Inc | 7,729 | $365.0K | 0.03% | +163+2.2% | Added |
| Liberty One Investment Management, LLC | 7,775 | $367.0K | 0.06% | −1,087−12.3% | Reduced |
| Balentine LLC | 7,772 | $367.0K | 0.01% | +2,495+47.3% | Added |
| Cedar Brook Financial Partners, LLC | 7,799 | $369.0K | 0.09% | −366−4.5% | Reduced |
| Pensionfund DSM Netherlands | 7,800 | $369.0K | 0.04% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,870 | $372.0K | 0.07% | +1,000+14.6% | Added |
| Agf Investments Inc. | 7,909 | $374.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 7,950 | $376.0K | 0.04% | −1,200−13.1% | Reduced |
| KC Investment Advisors, LLC | 8,045 | $380.0K | 0.26% | −25−0.3% | Reduced |
| Ameritas Investment Partners, Inc. | 8,073 | $381.0K | 0.01% | −50−0.6% | Reduced |
| Csenge Advisory Group | 8,302 | $386.0K | 0.03% | −2,345−22.0% | Reduced |
| Cetera Investment Advisers | 8,211 | $388.0K | 0.01% | −1,856−18.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 8,285 | $391.0K | 0.09% | −2,385−22.4% | Reduced |
| Lido Advisors, LLC | 8,294 | $391.0K | 0.01% | +454+5.8% | Added |
| Regentatlantic Capital LLC | 8,287 | $392.0K | 0.01% | +1,464+21.5% | Added |
| Cerity Partners LLC | 8,346 | $393.0K | 0.01% | +1,587+23.5% | Added |
| DRW Securities, LLC | 8,341 | $394.0K | 0.03% | +3,097+59.1% | Added |
| Twin Tree Management, LP | 8,385 | $396.0K | 0.01% | +8,385 | New |
| XTX Topco Ltd | 8,412 | $397.0K | 0.22% | −4,749−36.1% | Reduced |
| Argus Investors' Counsel, Inc. | 8,480 | $401.0K | 0.24% | +928+12.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 8,557 | $404.0K | 0.00% | −540−5.9% | Reduced |
| IFP Advisors, Inc | 8,520 | $404.0K | 0.01% | +55+0.6% | Added |
| NEXT Financial Group, Inc | 8,724 | $413.0K | 0.03% | +5,623+181.3% | Added |
| Wolverine Trading, LLC | 8,817 | $417.0K | 0.01% | −2,427−21.6% | Reduced |
| Berkshire Asset Management LLC | 8,865 | $419.0K | 0.03% | −1,297−12.8% | Reduced |
| Ellevest, Inc. | 8,894 | $420.0K | 0.04% | +994+12.6% | Added |
| First Quadrant L P | 8,900 | $421.0K | 0.05% | 00.0% | Unchanged |
| Leuthold Group, LLC | 9,072 | $429.0K | 0.05% | −100−1.1% | Reduced |
| Twelve Points Wealth Management LLC | 9,101 | $430.0K | 0.35% | +9,101 | New |
| Marietta Investment Partners LLC | 9,170 | $433.0K | 0.09% | −120−1.3% | Reduced |
| Washington Trust Co | 9,178 | $434.0K | 0.02% | +250+2.8% | Added |
| Summit X, LLC | 9,365 | $443.0K | 0.10% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 9,386 | $443.0K | 0.04% | 00.0% | Unchanged |
| Banco Santander, S.A. | 9,491 | $448.0K | 0.00% | −14,826−61.0% | Reduced |
| Cetera Advisor Networks LLC | 9,521 | $450.0K | 0.01% | +1,566+19.7% | Added |
| Lincoln National Corp | 9,622 | $454.0K | 0.01% | +694+7.8% | Added |
| Aigen Investment Management, LP | 9,934 | $457.0K | 0.03% | +9,934 | New |
| Cigna Investments Inc | 9,683 | $458.0K | 0.04% | −3,344−25.7% | Reduced |
| Forum Financial Management, LP | 9,696 | $458.0K | 0.02% | +9,696 | New |
| Beacon Pointe Advisors, LLC | 9,798 | $463.0K | 0.01% | −495−4.8% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 9,822 | $464.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 9,858 | $466.0K | 0.13% | +1,138+13.1% | Added |
| Waldron Private Wealth LLC | 9,905 | $468.0K | 0.02% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $473.0K | 0.14% | 00.0% | Unchanged |
| Cutler Group LP | 10,400 | $491.0K | 0.03% | −18−0.2% | Reduced |
| Windsor Group LTD | 9,576 | $492.0K | 0.09% | −2,385−19.9% | Reduced |
| Pinnacle Holdings, LLC | 10,515 | $496.8K | 0.21% | 00.0% | Unchanged |
| Eidelman Virant Capital | 8,181 | $497.0K | 0.18% | +8,181 | New |
| Chesley Taft & Associates LLC | 10,600 | $501.0K | 0.03% | +350+3.4% | Added |
| Intrua Financial, LLC | 10,715 | $506.0K | 0.09% | −308−2.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 10,740 | $506.0K | 0.04% | −37−0.3% | Reduced |
| Precision Wealth Strategies, LLC | 10,866 | $513.0K | 0.37% | +1,496+16.0% | Added |
| Everence Capital Management Inc | 10,900 | $515.0K | 0.04% | 00.0% | Unchanged |
| Greenleaf Trust | 10,897 | $515.0K | 0.01% | +1,558+16.7% | Added |
| Balasa Dinverno & Foltz LLC | 10,930 | $516.0K | 0.03% | +160+1.5% | Added |
| Assetmark, Inc | 10,996 | $520.0K | 0.00% | +4,417+67.1% | Added |
| Coldstream Capital Management Inc | 11,006 | $520.0K | 0.02% | +2,620+31.2% | Added |
| Advisors Capital Management, LLC | 11,054 | $522.0K | 0.01% | −2,938−21.0% | Reduced |