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 |
|---|---|---|---|---|---|
| Agf Investments Inc. | 7,909 | $374.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 7,870 | $372.0K | 0.07% | +1,000+14.6% | 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 |
| 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 |
| Parsons Capital Management Inc | 7,729 | $365.0K | 0.03% | +163+2.2% | Added |
| Fulton Bank, N.A. | 7,557 | $357.0K | 0.02% | +207+2.8% | 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 |
| American Portfolios Advisors | 7,417 | $350.5K | 0.01% | +925+14.2% | 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 |
| 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 |
| Group One Trading, L.P. | 7,249 | $343.0K | 0.01% | +7,249 | New |
| Erste Asset Management GmbH | 7,247 | $342.8K | 0.01% | +7,247 | New |
| JB Capital LLC | 7,245 | $342.4K | 0.03% | +46+0.6% | Added |
| Twinbeech Capital LP | 7,211 | $341.0K | 0.02% | +7,211 | New |
| IndexIQ Advisors LLC | 7,110 | $336.0K | 0.01% | −250−3.4% | Reduced |
| IBM Retirement Fund | 7,067 | $334.0K | 0.04% | −4,974−41.3% | Reduced |
| Orion Portfolio Solutions, LLC | 6,994 | $330.0K | 0.01% | −131−1.8% | 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 |
| First Horizon Advisors, Inc. | 6,820 | $322.0K | 0.01% | −284−4.0% | Reduced |
| Crumly & Associates Inc. | 6,029 | $319.0K | 0.13% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6,724 | $317.7K | 0.16% | +6,724 | New |
| HFG Advisors, Inc. | 6,680 | $316.0K | 0.36% | +6,680 | New |
| New Century Advisors, LLC | 6,670 | $315.0K | 0.30% | +6,670 | 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 |
| 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 |
| 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 |
| Signaturefd, LLC | 6,463 | $305.0K | 0.01% | +2,687+71.2% | Added |
| Salzhauer Michael | 8,801 | $302.0K | 0.11% | +600+7.3% | 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 |
| Clarius Group, LLC | 6,339 | $300.0K | 0.02% | +284+4.7% | Added |
| Parallel Advisors, LLC | 6,287 | $297.0K | 0.01% | +2,851+83.0% | Added |
| Freestone Capital Holdings, LLC | 6,140 | $290.0K | 0.01% | +6,140 | New |
| Pearl River Capital, LLC | 6,104 | $288.0K | 0.08% | −62,836−91.1% | Reduced |
| Western Financial Corporation | 6,068 | $287.0K | 0.15% | +1,506+33.0% | Added |
| Quadrature Capital Ltd | 6,005 | $284.0K | 0.01% | +792+15.2% | Added |
| Whalerock Point Partners, LLC | 6,000 | $283.5K | 0.10% | 00.0% | Unchanged |
| StoneX Group Inc. | 5,850 | $276.4K | 0.03% | +5,850 | New |
| HBK Sorce Advisory LLC | 5,823 | $275.0K | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 5,797 | $274.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,800 | $274.0K | 0.02% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,724 | $270.0K | 0.03% | +5,724 | 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 |
| 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 |
| Essex Savings Bank | 5,622 | $266.0K | 0.09% | +5,622 | New |
| Sequoia Financial Advisors, LLC | 5,444 | $257.0K | 0.01% | +5,444 | New |
| Advisory Services Network, LLC | 5,410 | $256.0K | 0.01% | −358−6.2% | Reduced |
| Harbor Investment Advisory, LLC | 5,394 | $255.0K | 0.03% | +231+4.5% | Added |
| Stratos Wealth Advisors, LLC | 5,341 | $252.0K | 0.02% | +5,341 | New |
| 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 Partners, LTD. | 5,195 | $245.0K | 0.01% | +889+20.6% | 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 |
| Pinnacle Associates Ltd | 5,144 | $243.0K | 0.00% | +94+1.9% | Added |
| Duality Advisers, LP | 5,084 | $240.0K | 0.03% | +5,084 | New |
| 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 |
| 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 |
| Highland Private Wealth Management | 4,975 | $235.0K | 0.03% | +34+0.7% | Added |
| Essex Financial Services, Inc. | 4,850 | $229.0K | 0.02% | +4,850 | New |
| Horan Securities, Inc. | 4,819 | $228.0K | 0.14% | +4,819 | New |
| Sterling Investment Counsel, LLC | 4,797 | $227.0K | 0.15% | +4,797 | New |
| Ontario Teachers Pension Plan Board | 4,773 | $226.0K | 0.00% | 00.0% | Unchanged |
| MQS Management LLC | 4,770 | $225.0K | 0.36% | +4,770 | New |
| Apollon Wealth Management, LLC | 4,719 | $223.0K | 0.02% | +4,719 | New |
| 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 |
| People's United Financial, Inc. | 4,682 | $221.0K | 0.01% | −2,168−31.6% | Reduced |
| Carolina Wealth Advisors, LLC | 4,661 | $220.0K | 0.12% | +1,040+28.7% | Added |
| Fieldpoint Private Securities, LLC | 4,625 | $219.0K | 0.04% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 4,608 | $218.0K | 0.01% | +4,608 | New |
| 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 |
| Gateway Investment Advisers LLC | 4,550 | $215.0K | 0.00% | −385−7.8% | Reduced |
| 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 |
| Cedrus LLC | 4,517 | $213.4K | 0.21% | +4,517 | New |
| Tokio Marine Asset Management Co Ltd | 4,458 | $211.0K | 0.02% | +207+4.9% | Added |
| 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 |
| Gladstone Institutional Advisory LLC | 4,408 | $208.0K | 0.02% | +4,408 | New |