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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.

Other share classesCFG.PECFG.PHCFG.PI

13F holders, Q1 2022

Institutional positions in Citizens Financial Group Inc as of Mar 31, 2022. 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
760
+21 vs. Q4 2021
Shares held
406.5M
+6.54M (+1.6%) vs. Q4 2021
Total value
$18.4B
−$562.3M (−3.0%) vs. Q4 2021
New holders
94
293 more added
Sold out
73
260 more reduced

10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2022: 760 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ1 2022: $18.4B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$17.5B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q4 2021.

Institutions holding CFG in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gemmer Asset Management LLC21$00.00%00.0%Unchanged
JJJ Advisors Inc.8$00.00%00.0%Unchanged
USA Financial Portformulas Corp10$00.00%00.0%Unchanged
Burleson & Company, LLC6$00.00%+6New
CFS Investment Advisory Services, LLC15,276$00.00%+15,276New
SJS Investment Consulting Inc.5$00.00%+5New
Dixon Hughes Goodman Wealth Advisors LLC1$00.00%+1New
WestEnd Advisors, LLC–$2260.00%––
Massmutual Trust Co FSB14$1.00K0.00%−32−69.6%Reduced
Country Trust Bank29$1.00K0.00%00.0%Unchanged
Covington Capital Management19$1.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc30$1.00K0.00%+5+20.0%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC31$1.00K0.00%00.0%Unchanged
Addison Advisors LLC16$1.00K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.34$1.00K0.00%00.0%Unchanged
Karlinski Andrew C13$1.00K0.00%−8−38.1%Reduced
JNBA Financial Advisors29$1.00K0.00%+29New
Disciplined Investments, LLC33$1.00K0.00%+33New
Ci Investments Inc.52$2.00K0.00%−900,906−100.0%Reduced
Evermay Wealth Management LLC48$2.00K0.00%−720−93.8%Reduced
Sierra Capital LLC53$2.00K0.00%00.0%Unchanged
Salem Investment Counselors Inc50$2.00K0.00%00.0%Unchanged
HM Payson & Co40$2.00K0.00%00.0%Unchanged
Bogart Wealth, LLC34$2.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC50$2.00K0.00%00.0%Unchanged
GW&K Investment Management, LLC53$2.00K0.00%+53New
Financial Management Professionals, Inc.53$2.00K0.00%+53New
Global Financial Private Client, LLC56$2.48K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.61$2.77K0.00%+42+221.1%Added
Raffa Wealth Management, LLC62$2.81K0.00%00.0%Unchanged
Sterling Investment Advisors, Ltd.75$3.00K0.00%00.0%Unchanged
American National Bank64$3.00K0.00%00.0%Unchanged
Lee Financial Co69$3.00K0.00%+5+7.8%Added
Baystate Wealth Management LLC69$3.00K0.00%00.0%Unchanged
Cordasco Financial Network67$3.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.64$3.00K0.00%00.0%Unchanged
Sittner & Nelson, LLC59$3.00K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc57$3.00K0.00%+57New
Cordant, Inc.63$3.00K0.00%+63New
Howe & Rusling Inc85$4.00K0.00%00.0%Unchanged
Retirement Group, LLC97$4.00K0.00%+75+340.9%Added
Moisand Fitzgerald Tamayo, LLC94$4.00K0.00%+94New
Atticus Wealth Management, LLC92$4.00K0.00%+92New
Annapolis Financial Services, LLC81$4.00K0.00%+81New
Bank of New Hampshire90$4.00K0.00%+90New
Archer Investment Corp113$4.73K0.00%00.0%Unchanged
Caldwell Trust Co110$4.99K0.00%00.0%Unchanged
Manchester Capital Management LLC102$5.00K0.00%00.0%Unchanged
CVA Family Office, LLC100$5.00K0.00%+80+400.0%Added
Geneos Wealth Management Inc.150$6.00K0.00%−170−53.1%Reduced
Private Capital Group, LLC137$6.00K0.00%−38−21.7%Reduced
Eukles Asset Management140$6.00K0.00%00.0%Unchanged
Piscataqua Savings Bank125$6.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management132$6.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC125$6.00K0.00%+80+177.8%Added
American Research & Management Co.125$6.00K0.00%+125New
Castleview Partners, LLC146$6.00K0.00%+146New
Beacon Capital Management, LLC135$6.00K0.00%+135New
Investors Research Corp145$7.00K0.00%00.0%Unchanged
Kozak & Associates, Inc.150$7.00K0.00%00.0%Unchanged
GoalVest Advisory LLC163$7.00K0.00%+163New
Newbridge Financial Services Group, Inc.154$7.00K0.00%+154New
Cambridge Trust Co173$8.00K0.00%−214−55.3%Reduced
Versant Capital Management, Inc179$8.00K0.00%−47−20.8%Reduced
Albion Financial Group171$8.00K0.00%+171New
MCF Advisors LLC172$8.00K0.00%+172New
North Star Investment Management Corp.200$9.00K0.00%00.0%Unchanged
Global Wealth Management Investment Advisory, Inc.200$9.00K0.00%00.0%Unchanged
Money Concepts Capital Corp198$9.00K0.00%+198New
Farmers & Merchants Investments Inc230$10.0K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.225$10.0K0.00%+2+0.9%Added
Carmichael Hill & Associates, Inc.217$10.0K0.01%00.0%Unchanged
Washington Trust Advisors, Inc.205$10.0K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.221$10.0K0.00%+221New
Worth Asset Management, LLC260$10.0K0.01%+260New
Smithfield Trust Co245$11.0K0.00%00.0%Unchanged
Earnest Partners LLC244$11.0K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.260$11.5K0.00%−8−3.0%Reduced
Vigilant Capital Management, LLC269$12.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC265$12.0K0.00%00.0%Unchanged
Thompson Siegel & Walmsley LLC254$12.0K0.00%+64+33.7%Added
FinTrust Capital Advisors, LLC263$12.0K0.00%+64+32.2%Added
Lenox Wealth Advisors, LLC298$12.0K0.00%+251+534.0%Added
Schubert & Co273$12.0K0.01%+252+1,200.0%Added
Credit Agricole S A260$12.0K0.00%+260New
Clear Street Markets LLC274$12.0K0.00%+274New
Heritage Wealth Advisors287$13.0K0.00%00.0%Unchanged
Ahrens Investment Partners LLC288$13.0K0.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC276$13.0K0.00%+276New
Montag A & Associates Inc298$14.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC313$14.0K0.00%+265+552.1%Added
Asset Dedication, LLC318$15.0K0.00%+248+354.3%Added
Heritage Wealth Management, LLC323$15.0K0.00%+323New
First Horizon Advisors, Inc.368$16.0K0.00%−6,452−94.6%Reduced
HHM Wealth Advisors, LLC400$18.0K0.00%00.0%Unchanged
Arlington Partners LLC433$20.0K0.01%00.0%Unchanged
Evoke Wealth, LLC461$21.0K0.00%+148+47.3%Added
Lindbrook Capital, LLC475$22.0K0.00%−79−14.3%Reduced
Jones Financial Companies LLLP504$23.0K0.00%−2,547−83.5%Reduced
McIlrath & Eck, LLC519$24.0K0.01%00.0%Unchanged