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 |
|---|---|---|---|---|---|
| Segall Bryant & Hamill, LLC | 17,867 | $843.0K | 0.01% | −3,789−17.5% | Reduced |
| Advisory Research Inc | 17,671 | $835.0K | 0.07% | −253,331−93.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17,643 | $834.0K | 0.04% | −4,329−19.7% | Reduced |
| CIBC Private Wealth Group, LLC | 16,891 | $798.0K | 0.00% | +299+1.8% | Added |
| Meeder Asset Management Inc | 16,601 | $785.0K | 0.08% | −17,467−51.3% | Reduced |
| Eaton Vance Management | 16,152 | $763.0K | 0.00% | +10+0.1% | Added |
| Tdam USA Inc. | 16,001 | $756.0K | 0.05% | −299−1.8% | Reduced |
| AMJ Financial Wealth Management | 15,966 | $754.0K | 0.27% | −395−2.4% | Reduced |
| Pathstone Family Office, LLC | 15,617 | $736.0K | 0.02% | +1,452+10.3% | Added |
| Hussman Strategic Advisors, Inc. | 15,500 | $732.0K | 0.16% | 00.0% | Unchanged |
| Legg Mason Asset Management (Japan) Co., Ltd. | 15,413 | $728.0K | 0.80% | −771−4.8% | Reduced |
| Arkadios Wealth Advisors | 15,376 | $727.0K | 0.10% | +404+2.7% | Added |
| Capital Fund Management S.A. | 15,250 | $720.6K | 0.02% | −167,344−91.6% | Reduced |
| FDx Advisors, Inc. | 15,200 | $718.0K | 0.02% | −1,671−9.9% | Reduced |
| Mirova | 14,893 | $703.0K | 0.08% | +10,536+241.8% | Added |
| Penserra Capital Management LLC | 13,074 | $691.0K | 0.01% | +1,750+15.5% | Added |
| Legacy Wealth Asset Management, LLC | 14,223 | $672.0K | 0.23% | +494+3.6% | Added |
| 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 |
| Alpha Paradigm Partners, LLC | 14,037 | $663.0K | 0.27% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 13,918 | $658.0K | 0.01% | +13,918 | New |
| Umb Bank N A | 13,526 | $639.0K | 0.01% | +13,526 | New |
| Peak Financial Advisors LLC | 13,361 | $631.0K | 0.49% | +3,965+42.2% | Added |
| Engineers Gate Manager LP | 13,249 | $626.0K | 0.03% | +13,249 | New |
| Kinneret Advisory, LLC | 12,998 | $614.0K | 0.06% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 12,912 | $610.0K | 0.05% | +260+2.1% | Added |
| Cresset Asset Management, LLC | 12,765 | $604.0K | 0.01% | −3,992−23.8% | Reduced |
| Court Place Advisors, LLC | 12,725 | $601.0K | 0.17% | −200−1.5% | Reduced |
| Jackson Square Capital, LLC | 12,682 | $599.0K | 0.17% | −185−1.4% | Reduced |
| Washington Capital Management Inc | 12,625 | $596.5K | 0.48% | +1,475+13.2% | Added |
| Banque Cantonale Vaudoise | 12,503 | $591.0K | 0.02% | +3,800+43.7% | Added |
| Seeyond | 12,498 | $590.0K | 0.05% | −115−0.9% | Reduced |
| Commerce Bank | 12,266 | $580.0K | 0.00% | +690+6.0% | Added |
| Susquehanna Fundamental Investments, LLC | 12,220 | $577.0K | 0.02% | −99,608−89.1% | Reduced |
| Amplius Wealth Advisors, LLC | 12,208 | $576.0K | 0.08% | +12,208 | New |
| Profund Advisors LLC | 11,928 | $564.0K | 0.02% | −340−2.8% | Reduced |
| Oak Thistle LLC | 11,801 | $557.0K | 0.43% | +11,801 | New |
| Northwestern Mutual Wealth Management Co | 11,718 | $553.0K | 0.00% | +2,763+30.9% | Added |
| Hilton Capital Management, LLC | 11,554 | $546.0K | 0.05% | +156+1.4% | Added |
| Newman Dignan & Sheerar, Inc. | 11,527 | $545.0K | 0.17% | −491−4.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,452 | $541.0K | 0.05% | +560+5.1% | Added |
| Laurel Wealth Advisors, Inc. | 11,377 | $538.0K | 0.04% | +11,377 | New |
| Compton Capital Management Inc | 11,350 | $536.0K | 0.14% | +5,150+83.1% | Added |
| Avestar Capital, LLC | 11,273 | $533.0K | 0.10% | −2,389−17.5% | Reduced |
| Ieq Capital, LLC | 11,149 | $527.0K | 0.01% | +1,545+16.1% | Added |
| Fort Washington Investment Advisors Inc | 11,125 | $526.0K | 0.00% | −280−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 11,113 | $525.0K | 0.01% | +3,212+40.7% | Added |
| Vident Investment Advisory, LLC | 11,077 | $523.0K | 0.01% | +985+9.8% | Added |
| Advisors Capital Management, LLC | 11,054 | $522.0K | 0.01% | −2,938−21.0% | Reduced |
| Great Valley Advisor Group, Inc. | 11,038 | $522.0K | 0.03% | +408+3.8% | 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 |
| Balasa Dinverno & Foltz LLC | 10,930 | $516.0K | 0.03% | +160+1.5% | 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 |
| Precision Wealth Strategies, LLC | 10,866 | $513.0K | 0.37% | +1,496+16.0% | 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 |
| Chesley Taft & Associates LLC | 10,600 | $501.0K | 0.03% | +350+3.4% | Added |
| Eidelman Virant Capital | 8,181 | $497.0K | 0.18% | +8,181 | New |
| Pinnacle Holdings, LLC | 10,515 | $496.8K | 0.21% | 00.0% | Unchanged |
| Windsor Group LTD | 9,576 | $492.0K | 0.09% | −2,385−19.9% | Reduced |
| Cutler Group LP | 10,400 | $491.0K | 0.03% | −18−0.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $473.0K | 0.14% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 9,905 | $468.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 9,858 | $466.0K | 0.13% | +1,138+13.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,822 | $464.0K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 9,798 | $463.0K | 0.01% | −495−4.8% | Reduced |
| 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 |
| Aigen Investment Management, LP | 9,934 | $457.0K | 0.03% | +9,934 | New |
| Lincoln National Corp | 9,622 | $454.0K | 0.01% | +694+7.8% | Added |
| Cetera Advisor Networks LLC | 9,521 | $450.0K | 0.01% | +1,566+19.7% | Added |
| Banco Santander, S.A. | 9,491 | $448.0K | 0.00% | −14,826−61.0% | Reduced |
| 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 |
| Washington Trust Co | 9,178 | $434.0K | 0.02% | +250+2.8% | Added |
| Marietta Investment Partners LLC | 9,170 | $433.0K | 0.09% | −120−1.3% | Reduced |
| Twelve Points Wealth Management LLC | 9,101 | $430.0K | 0.35% | +9,101 | New |
| Leuthold Group, LLC | 9,072 | $429.0K | 0.05% | −100−1.1% | Reduced |
| First Quadrant L P | 8,900 | $421.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 8,894 | $420.0K | 0.04% | +994+12.6% | Added |
| Berkshire Asset Management LLC | 8,865 | $419.0K | 0.03% | −1,297−12.8% | Reduced |
| Wolverine Trading, LLC | 8,817 | $417.0K | 0.01% | −2,427−21.6% | Reduced |
| NEXT Financial Group, Inc | 8,724 | $413.0K | 0.03% | +5,623+181.3% | 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 |
| Argus Investors' Counsel, Inc. | 8,480 | $401.0K | 0.24% | +928+12.3% | Added |
| XTX Topco Ltd | 8,412 | $397.0K | 0.22% | −4,749−36.1% | Reduced |
| Twin Tree Management, LP | 8,385 | $396.0K | 0.01% | +8,385 | New |
| DRW Securities, LLC | 8,341 | $394.0K | 0.03% | +3,097+59.1% | Added |
| Cerity Partners LLC | 8,346 | $393.0K | 0.01% | +1,587+23.5% | Added |
| Regentatlantic Capital LLC | 8,287 | $392.0K | 0.01% | +1,464+21.5% | Added |
| 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 |
| Cetera Investment Advisers | 8,211 | $388.0K | 0.01% | −1,856−18.4% | Reduced |
| Csenge Advisory Group | 8,302 | $386.0K | 0.03% | −2,345−22.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,073 | $381.0K | 0.01% | −50−0.6% | Reduced |
| KC Investment Advisors, LLC | 8,045 | $380.0K | 0.26% | −25−0.3% | Reduced |
| Van Hulzen Asset Management, LLC | 7,950 | $376.0K | 0.04% | −1,200−13.1% | Reduced |