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 |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc. | 11,038 | $522.0K | 0.03% | +408+3.8% | Added |
| Vident Investment Advisory, LLC | 11,077 | $523.0K | 0.01% | +985+9.8% | Added |
| Steward Partners Investment Advisory, LLC | 11,113 | $525.0K | 0.01% | +3,212+40.7% | Added |
| Fort Washington Investment Advisors Inc | 11,125 | $526.0K | 0.00% | −280−2.5% | Reduced |
| Ieq Capital, LLC | 11,149 | $527.0K | 0.01% | +1,545+16.1% | Added |
| Avestar Capital, LLC | 11,273 | $533.0K | 0.10% | −2,389−17.5% | Reduced |
| Compton Capital Management Inc | 11,350 | $536.0K | 0.14% | +5,150+83.1% | Added |
| Laurel Wealth Advisors, Inc. | 11,377 | $538.0K | 0.04% | +11,377 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 11,452 | $541.0K | 0.05% | +560+5.1% | Added |
| Newman Dignan & Sheerar, Inc. | 11,527 | $545.0K | 0.17% | −491−4.1% | Reduced |
| Hilton Capital Management, LLC | 11,554 | $546.0K | 0.05% | +156+1.4% | Added |
| Northwestern Mutual Wealth Management Co | 11,718 | $553.0K | 0.00% | +2,763+30.9% | Added |
| Oak Thistle LLC | 11,801 | $557.0K | 0.43% | +11,801 | New |
| Profund Advisors LLC | 11,928 | $564.0K | 0.02% | −340−2.8% | Reduced |
| Amplius Wealth Advisors, LLC | 12,208 | $576.0K | 0.08% | +12,208 | New |
| Susquehanna Fundamental Investments, LLC | 12,220 | $577.0K | 0.02% | −99,608−89.1% | Reduced |
| Commerce Bank | 12,266 | $580.0K | 0.00% | +690+6.0% | Added |
| Seeyond | 12,498 | $590.0K | 0.05% | −115−0.9% | Reduced |
| Banque Cantonale Vaudoise | 12,503 | $591.0K | 0.02% | +3,800+43.7% | Added |
| Washington Capital Management Inc | 12,625 | $596.5K | 0.48% | +1,475+13.2% | Added |
| Jackson Square Capital, LLC | 12,682 | $599.0K | 0.17% | −185−1.4% | Reduced |
| Court Place Advisors, LLC | 12,725 | $601.0K | 0.17% | −200−1.5% | Reduced |
| Cresset Asset Management, LLC | 12,765 | $604.0K | 0.01% | −3,992−23.8% | Reduced |
| CAPROCK Group, Inc. | 12,912 | $610.0K | 0.05% | +260+2.1% | Added |
| Kinneret Advisory, LLC | 12,998 | $614.0K | 0.06% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 13,249 | $626.0K | 0.03% | +13,249 | New |
| Peak Financial Advisors LLC | 13,361 | $631.0K | 0.49% | +3,965+42.2% | Added |
| Umb Bank N A | 13,526 | $639.0K | 0.01% | +13,526 | New |
| B. Metzler seel. Sohn & Co. AG | 13,918 | $658.0K | 0.01% | +13,918 | New |
| Alpha Paradigm Partners, LLC | 14,037 | $663.0K | 0.27% | 00.0% | Unchanged |
| Norinchukin Bank, The | 14,119 | $667.0K | 0.01% | −225−1.6% | Reduced |
| Proequities, Inc. | 14,109 | $667.0K | 0.04% | +763+5.7% | Added |
| Legacy Wealth Asset Management, LLC | 14,223 | $672.0K | 0.23% | +494+3.6% | Added |
| Penserra Capital Management LLC | 13,074 | $691.0K | 0.01% | +1,750+15.5% | Added |
| Mirova | 14,893 | $703.0K | 0.08% | +10,536+241.8% | Added |
| FDx Advisors, Inc. | 15,200 | $718.0K | 0.02% | −1,671−9.9% | Reduced |
| Capital Fund Management S.A. | 15,250 | $720.6K | 0.02% | −167,344−91.6% | Reduced |
| Arkadios Wealth Advisors | 15,376 | $727.0K | 0.10% | +404+2.7% | Added |
| Legg Mason Asset Management (Japan) Co., Ltd. | 15,413 | $728.0K | 0.80% | −771−4.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 15,500 | $732.0K | 0.16% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 15,617 | $736.0K | 0.02% | +1,452+10.3% | Added |
| AMJ Financial Wealth Management | 15,966 | $754.0K | 0.27% | −395−2.4% | Reduced |
| Tdam USA Inc. | 16,001 | $756.0K | 0.05% | −299−1.8% | Reduced |
| Eaton Vance Management | 16,152 | $763.0K | 0.00% | +10+0.1% | Added |
| Meeder Asset Management Inc | 16,601 | $785.0K | 0.08% | −17,467−51.3% | Reduced |
| CIBC Private Wealth Group, LLC | 16,891 | $798.0K | 0.00% | +299+1.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,643 | $834.0K | 0.04% | −4,329−19.7% | Reduced |
| Advisory Research Inc | 17,671 | $835.0K | 0.07% | −253,331−93.5% | Reduced |
| Segall Bryant & Hamill, LLC | 17,867 | $843.0K | 0.01% | −3,789−17.5% | Reduced |
| First Midwest Bank Trust Division | 17,872 | $844.0K | 0.11% | +595+3.4% | Added |
| Pointe Capital Management LLC | 18,041 | $852.0K | 0.54% | +400+2.3% | Added |
| Wealthspire Advisors, LLC | 18,554 | $877.0K | 0.02% | +4,341+30.5% | Added |
| Thomas White International Ltd | 18,577 | $878.0K | 0.14% | −2,600−12.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 18,758 | $886.0K | 0.00% | +18,758 | New |
| SevenBridge Financial Group, LLC | 18,913 | $894.0K | 0.27% | +2,344+14.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 19,174 | $906.0K | 0.02% | −177−0.9% | Reduced |
| Ramiah Investment Group | 19,442 | $918.6K | 0.62% | +19,442 | New |
| Dai-Ichi Life Insurance Company, Ltd | 19,818 | $936.0K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 19,884 | $940.0K | 0.06% | +4,020+25.3% | Added |
| Fifth Third Bancorp | 20,295 | $959.0K | 0.00% | +921+4.8% | Added |
| AE Wealth Management LLC | 20,417 | $965.0K | 0.01% | −754−3.6% | Reduced |
| New England Research & Management, Inc. | 20,425 | $965.0K | 0.47% | +6,975+51.9% | Added |
| Paloma Partners Management Co | 20,507 | $969.0K | 0.03% | +20,507 | New |
| Polar Asset Management Partners Inc. | 21,035 | $994.0K | 0.01% | −6,191−22.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 21,063 | $995.0K | 0.35% | −4,359−17.1% | Reduced |
| Trilogy Capital Inc. | 21,688 | $1.02M | 0.08% | +606+2.9% | Added |
| E. Ohman J:or Asset Management AB | 22,200 | $1.05M | 0.03% | 00.0% | Unchanged |
| Dakota Wealth Management | 22,265 | $1.05M | 0.11% | +1,849+9.1% | Added |
| Corient Capital Partners, LLC | 22,420 | $1.06M | 0.07% | −117−0.5% | Reduced |
| Stephens Inc | 22,641 | $1.07M | 0.02% | −24,198−51.7% | Reduced |
| ARGI Investment Services, LLC | 22,673 | $1.07M | 0.03% | −79,300−77.8% | Reduced |
| Advisors Asset Management, Inc. | 23,207 | $1.10M | 0.02% | +1,437+6.6% | Added |
| Valmark Advisers, Inc. | 23,349 | $1.10M | 0.02% | +4,632+24.7% | Added |
| TD Ameritrade Investment Management, LLC | 23,556 | $1.11M | 0.01% | +15,598+196.0% | Added |
| Coastline Trust Co | 23,835 | $1.13M | 0.13% | +210+0.9% | Added |
| Occudo Quantitative Strategies LP | 23,974 | $1.13M | 0.10% | +23,974 | New |
| Kestra Advisory Services, LLC | 24,007 | $1.13M | 0.01% | −1,744−6.8% | Reduced |
| PEAK6 Investments LLC | 24,322 | $1.15M | 0.03% | +2,582+11.9% | Added |
| Trust Investment Advisors | 24,370 | $1.15M | 0.91% | +241+1.0% | Added |
| MidWestOne Financial Group, Inc. | 24,373 | $1.15M | 0.24% | +2,699+12.5% | Added |
| Systematic Financial Management LP | 24,507 | $1.16M | 0.03% | +2,250+10.1% | Added |
| CPWM, LLC | 24,845 | $1.17M | 0.09% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 25,192 | $1.19M | 0.01% | +623+2.5% | Added |
| Oppenheimer & Co Inc | 25,215 | $1.19M | 0.02% | +109+0.4% | Added |
| Centiva Capital, LP | 25,445 | $1.20M | 0.08% | +9,380+58.4% | Added |
| Intrust Bank NA | 25,612 | $1.21M | 0.15% | +2,059+8.7% | Added |
| HighTower Advisors, LLC | 25,736 | $1.22M | 0.00% | +3,871+17.7% | Added |
| New Mexico Educational Retirement Board | 26,000 | $1.23M | 0.04% | −1,900−6.8% | Reduced |
| Kentucky Retirement Systems | 26,153 | $1.24M | 0.05% | +1,785+7.3% | Added |
| Louisiana State Employees Retirement System | 26,700 | $1.26M | 0.03% | +200+0.8% | Added |
| UBP Investment Advisors SA | 27,502 | $1.30M | 0.47% | +253+0.9% | Added |
| Tiedemann Advisors, LLC | 28,043 | $1.32M | 0.06% | +100.0% | Added |
| Paradigm Financial Partners, LLC | 28,340 | $1.34M | 0.28% | +100.0% | Added |
| Tredje AP-fonden | 28,378 | $1.34M | 0.03% | +28,378 | New |
| Pekin Hardy Strauss, Inc. | 28,690 | $1.36M | 0.18% | +175+0.6% | Added |
| Creative Planning | 28,979 | $1.37M | 0.00% | +2,238+8.4% | Added |
| Winton Group Ltd | 29,261 | $1.38M | 0.08% | +29,261 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,537 | $1.40M | 0.03% | +4,362+17.3% | Added |
| Vontobel Holding Ltd. | 29,785 | $1.41M | 0.01% | +16,166+118.7% | Added |
| Cascade Investment Advisors, Inc. | 30,150 | $1.42M | 0.83% | +90+0.3% | Added |