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 | 861 | $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 |
|---|---|---|---|---|---|
| Piscataqua Savings Bank | 125 | $6.00K | 0.00% | +125 | New |
| Tyler-Stone Wealth Management | 132 | $6.00K | 0.00% | +132 | New |
| Archer Investment Corp | 113 | $5.34K | 0.00% | +113 | New |
| Caldwell Trust Co | 110 | $5.20K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 102 | $5.00K | 0.00% | −61−37.4% | Reduced |
| Howe & Rusling Inc | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 69 | $3.00K | 0.00% | +1+1.5% | Added |
| Cordasco Financial Network | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 64 | $3.00K | 0.00% | +64 | New |
| Lee Financial Co | 64 | $3.00K | 0.00% | +64 | New |
| Sierra Capital LLC | 53 | $3.00K | 0.00% | +53 | New |
| Raffa Wealth Management, LLC | 62 | $2.93K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 56 | $2.65K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 46 | $2.00K | 0.00% | −49−51.6% | Reduced |
| Bell Investment Advisors, Inc | 41 | $2.00K | 0.00% | −43−51.2% | Reduced |
| Salem Investment Counselors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $2.00K | 0.00% | +48 | New |
| Lenox Wealth Advisors, LLC | 47 | $2.00K | 0.00% | +47 | New |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $1.00K | 0.00% | +25 | New |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | +11 | New |
| CVA Family Office, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Addison Advisors LLC | 16 | $1.00K | 0.00% | +16 | New |
| Schubert & Co | 21 | $1.00K | 0.00% | +21 | New |
| Karlinski Andrew C | 21 | $1.00K | 0.00% | +21 | New |
| Sutton Wealth Advisors Inc. | 19 | $898 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $236 | 0.00% | – | – |
| Carroll Financial Associates, Inc. | 5 | $0 | 0.00% | −26−83.9% | Reduced |
| JJJ Advisors Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Widmann Financial Services, Inc. | 16 | $0 | 0.00% | +16 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,150,360−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −576,267−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −510,400−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −490,900−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −345,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −336,872−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −229,900−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −194,634−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −193,180−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −179,100−100.0% | Sold out |
| Elizabeth Park Capital Advisors, Ltd. | 0 | $0 | 0.00% | −160,233−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −151,363−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −95,971−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −87,203−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −48,882−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −47,803−100.0% | Sold out |
| Cassia Capital Partners, LLC | 0 | $0 | 0.00% | −42,875−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −42,558−100.0% | Sold out |
| Brandes Investment Partners, LP | 0 | $0 | 0.00% | −37,576−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −35,040−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −29,973−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −29,200−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −23,043−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −20,489−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −15,998−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,110−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −10,083−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −9,367−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −5,249−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −4,846−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −4,738−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −4,425−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −3,860−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,392−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −2,105−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −176−100.0% | Sold out |