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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 4,390 | $207.0K | 0.06% | +4,390 | 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 |
| 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 |
| Norris Perne & French LLP | 4,253 | $201.0K | 0.02% | +4,253 | New |
| MBB Public Markets I LLC | 4,229 | $200.0K | 0.00% | +4,229 | New |
| Federation des caisses Desjardins du Quebec | 3,940 | $186.1K | 0.00% | −11,919−75.2% | Reduced |
| Deseret Mutual Benefit Administrators | 3,912 | $185.0K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 3,414 | $161.0K | 0.00% | +127+3.9% | Added |
| Whittier Trust Co | 3,336 | $158.0K | 0.00% | +1,045+45.6% | Added |
| Quadrant Capital Group LLC | 3,155 | $149.0K | 0.02% | +230+7.9% | Added |
| Jones Financial Companies LLLP | 3,051 | $144.0K | 0.00% | +2,384+357.4% | Added |
| Clearstead Advisors, LLC | 2,902 | $137.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,852 | $134.8K | 0.01% | −127−4.3% | Reduced |
| DuPont Capital Management Corp | 2,845 | $134.0K | 0.00% | −1,280−31.0% | Reduced |
| Glen Eagle Advisors, LLC | 2,585 | $122.1K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,579 | $122.0K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 2,413 | $114.0K | 0.01% | +2,413 | New |
| BerganKDV Wealth Management, LLC | 2,311 | $109.0K | 0.01% | +2,261+4,522.0% | Added |
| Confluence Wealth Services, Inc. | 2,202 | $104.0K | 0.03% | +2,202 | New |
| 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 |
| FourThought Financial, LLC | 1,983 | $94.0K | 0.01% | −77−3.7% | Reduced |
| Quent Capital, LLC | 1,853 | $88.0K | 0.02% | +1,853 | New |
| 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 |
| Institutional & Family Asset Management, LLC | 1,779 | $84.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 1,760 | $83.2K | 0.01% | 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 |
| MUFG Americas Holdings Corp | 1,609 | $76.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1,534 | $73.0K | 0.00% | +1,534 | New |
| Compagnie Lombard Odier SCmA | 1,521 | $72.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,398 | $66.0K | 0.01% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 1,350 | $64.0K | 0.02% | +1,350 | New |
| Covestor Ltd | 1,297 | $61.0K | 0.09% | +1,297 | New |
| Plante Moran Financial Advisors, LLC | 1,262 | $60.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,200 | $57.0K | 0.00% | −1,929−61.6% | Reduced |
| Spire Wealth Management | 1,193 | $56.0K | 0.00% | +591+98.2% | Added |
| TCI Wealth Advisors, Inc. | 1,163 | $55.0K | 0.01% | +227+24.3% | Added |
| Parkside Financial Bank & Trust | 1,127 | $54.0K | 0.01% | +19+1.7% | Added |
| Glassman Wealth Services | 1,120 | $53.0K | 0.01% | +135+13.7% | Added |
| Zions Bancorporation, N.A. | 1,069 | $51.0K | 0.00% | +211+24.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,068 | $50.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $49.0K | 0.04% | +1,000 | New |
| Canton Hathaway, LLC | 790 | $37.0K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 800 | $37.0K | 0.02% | +800 | New |
| Evermay Wealth Management LLC | 768 | $36.0K | 0.01% | −132−14.7% | Reduced |
| Carolinas Wealth Consulting LLC | 772 | $36.0K | 0.01% | +210+37.4% | Added |
| Leonteq Securities AG | 736 | $34.8K | 0.00% | −45−5.8% | Reduced |
| Bedel Financial Consulting, Inc. | 712 | $34.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 700 | $33.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 699 | $33.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 647 | $31.0K | 0.01% | +6+0.9% | Added |
| Leelyn Smith, LLC | 630 | $30.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 616 | $29.0K | 0.01% | +616 | New |
| West Oak Capital, LLC | 600 | $28.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 575 | $27.2K | 0.00% | −1,659−74.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 550 | $26.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 554 | $26.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 535 | $25.0K | 0.00% | −68−11.3% | Reduced |
| McIlrath & Eck, LLC | 519 | $25.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 521 | $25.0K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 425 | $20.0K | 0.01% | +425 | New |
| Arlington Partners LLC | 433 | $20.0K | 0.01% | +433 | New |
| HHM Wealth Advisors, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 387 | $18.0K | 0.00% | +387 | New |
| Exchange Traded Concepts, LLC | 388 | $18.0K | 0.00% | +388 | New |
| First Personal Financial Services | 358 | $17.0K | 0.00% | +358 | New |
| Logan Capital Management Inc | 327 | $15.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 313 | $15.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 320 | $15.0K | 0.00% | +170+113.3% | Added |
| Montag A & Associates Inc | 298 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 287 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 288 | $14.0K | 0.01% | +288 | New |
| TD Waterhouse Canada Inc. | 268 | $13.8K | 0.00% | +268 | New |
| Hexagon Capital Partners LLC | 265 | $13.0K | 0.00% | −31−10.5% | Reduced |
| Vigilant Capital Management, LLC | 269 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 245 | $12.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 244 | $12.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 258 | $12.0K | 0.00% | +258 | New |
| West Paces Advisors Inc. | 238 | $11.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 230 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 226 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 243 | $11.0K | 0.01% | +243 | New |
| Semmax Financial Advisors Inc. | 223 | $11.0K | 0.00% | +223 | New |
| Carmichael Hill & Associates, Inc. | 217 | $10.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 205 | $10.0K | 0.00% | +205 | New |
| FinTrust Capital Advisors, LLC | 199 | $9.00K | 0.00% | −21−9.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 150 | $7.00K | 0.00% | +150 | New |
| EverSource Wealth Advisors, LLC | 125 | $6.00K | 0.00% | +125 | New |