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, 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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 521 | $24.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 550 | $25.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 635 | $25.0K | 0.00% | +635 | New |
| Atlas Capital Advisors LLC | 575 | $26.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 600 | $27.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 616 | $28.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 651 | $30.0K | 0.01% | +4+0.6% | Added |
| Raleigh Capital Management Inc. | 690 | $31.0K | 0.02% | +690 | New |
| Bedel Financial Consulting, Inc. | 712 | $32.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 742 | $34.0K | 0.00% | +42+6.0% | Added |
| Carolinas Wealth Consulting LLC | 772 | $35.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 790 | $36.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 870 | $39.0K | 0.01% | +240+38.1% | Added |
| Future Financial Wealth Managment LLC | 1,000 | $45.0K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,065 | $48.0K | 0.00% | −456−30.0% | Reduced |
| TCI Wealth Advisors, Inc. | 1,063 | $48.0K | 0.01% | −100−8.6% | Reduced |
| Zions Bancorporation, N.A. | 1,060 | $48.0K | 0.00% | −9−0.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,068 | $48.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,110 | $50.0K | 0.01% | −10−0.9% | Reduced |
| Leonteq Securities AG | 1,256 | $56.9K | 0.00% | +520+70.7% | Added |
| Parkside Financial Bank & Trust | 1,315 | $60.0K | 0.02% | +188+16.7% | Added |
| Union Investments & Development Ltd. | 1,350 | $61.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,400 | $63.0K | 0.00% | −399−22.2% | Reduced |
| Koshinski Asset Management, Inc. | 1,390 | $63.0K | 0.01% | −370−21.0% | Reduced |
| Spire Wealth Management | 1,483 | $67.0K | 0.00% | +290+24.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,509 | $68.0K | 0.01% | −175−10.4% | Reduced |
| Institutional & Family Asset Management, LLC | 1,546 | $70.0K | 0.01% | −233−13.1% | Reduced |
| MUFG Americas Holdings Corp | 1,609 | $73.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 1,621 | $73.0K | 0.03% | +1,621 | New |
| FourThought Financial, LLC | 1,670 | $74.0K | 0.01% | −313−15.8% | Reduced |
| Concord Wealth Partners | 1,717 | $78.0K | 0.02% | −81−4.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,762 | $80.0K | 0.01% | +500+39.6% | Added |
| Aquatic Capital Management LLC | 1,800 | $82.0K | 0.12% | +1,800 | New |
| West Paces Advisors Inc. | 1,822 | $82.6K | 0.03% | +1,584+665.5% | Added |
| National Bank of Canada | 1,834 | $83.0K | 0.00% | +300+19.6% | Added |
| TCWP LLC | 1,868 | $84.0K | 0.02% | +1,868 | New |
| Corsicana & Co. | 2,000 | $91.0K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,066 | $93.0K | 0.02% | +1,941+1,552.8% | Added |
| BerganKDV Wealth Management, LLC | 2,104 | $95.0K | 0.01% | −207−9.0% | Reduced |
| Quent Capital, LLC | 2,123 | $96.0K | 0.02% | +270+14.6% | Added |
| Covestor Ltd | 2,109 | $96.0K | 0.07% | +812+62.6% | Added |
| Harvest Fund Management Co., Ltd | 2,142 | $97.0K | 0.02% | +1,443+206.4% | Added |
| Parallax Volatility Advisers, L.P. | 2,156 | $98.0K | 0.00% | +2,156 | New |
| DuPont Capital Management Corp | 2,321 | $105.0K | 0.00% | −524−18.4% | Reduced |
| Herold Advisors, Inc. | 2,400 | $108.8K | 0.04% | +2,400 | New |
| Belpointe Asset Management LLC | 2,524 | $115.0K | 0.01% | +2,524 | New |
| Glen Eagle Advisors, LLC | 2,585 | $117.2K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,675 | $121.0K | 0.00% | −661−19.8% | Reduced |
| TD Private Client Wealth LLC | 2,896 | $131.3K | 0.01% | +44+1.5% | Added |
| Clearstead Advisors, LLC | 2,902 | $132.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 3,039 | $138.0K | 0.01% | +3,039 | New |
| Deseret Mutual Benefit Administrators | 3,104 | $141.0K | 0.03% | −808−20.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 3,206 | $145.3K | 0.00% | −734−18.6% | Reduced |
| Sentry Investment Management LLC | 3,334 | $151.0K | 0.05% | +3,313+15,776.2% | Added |
| Quadrant Capital Group LLC | 3,374 | $153.0K | 0.02% | +219+6.9% | Added |
| NuWave Investment Management, LLC | 3,432 | $156.0K | 0.21% | −879−20.4% | Reduced |
| Allworth Financial LP | 3,743 | $170.0K | 0.00% | +329+9.6% | Added |
| CWM, LLC | 3,774 | $171.0K | 0.00% | +1,976+109.9% | Added |
| AIA Group Ltd | 3,902 | $177.0K | 0.01% | +1,489+61.7% | Added |
| Brown Brothers Harriman & Co | 3,957 | $179.0K | 0.00% | +1,378+53.4% | Added |
| Meristem Family Wealth, LLC | 4,428 | $201.0K | 0.02% | −17−0.4% | Reduced |
| Siemens Fonds Invest GmbH | 4,435 | $201.0K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 4,737 | $202.0K | 0.05% | +4,737 | New |
| Paragon Capital Management Ltd | 4,485 | $203.0K | 0.04% | +147+3.4% | Added |
| Ballentine Partners, LLC | 4,461 | $203.0K | 0.01% | +4,461 | New |
| Pitcairn Co | 4,557 | $207.0K | 0.02% | −729−13.8% | Reduced |
| South Shore Capital Advisors | 4,572 | $207.0K | 0.34% | −129−2.7% | Reduced |
| Gateway Investment Advisers LLC | 4,561 | $207.0K | 0.00% | +11+0.2% | Added |
| Regions Financial Corp | 4,561 | $207.0K | 0.00% | +22+0.5% | Added |
| CRA Financial Services, LLC | 4,590 | $208.0K | 0.06% | +200+4.6% | Added |
| Fieldpoint Private Securities, LLC | 4,625 | $210.0K | 0.04% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 4,634 | $210.0K | 0.01% | +226+5.1% | Added |
| Conning Inc. | 4,675 | $212.0K | 0.01% | +4,675 | New |
| Check Capital Management Inc | 4,700 | $213.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,854 | $220.0K | 0.02% | +4,854 | New |
| Dynamic Advisor Solutions LLC | 4,873 | $221.0K | 0.02% | +4,873 | New |
| Stratos Wealth Partners, LTD. | 4,931 | $224.0K | 0.01% | −264−5.1% | Reduced |
| FineMark National Bank & Trust | 4,964 | $225.0K | 0.01% | −205−4.0% | Reduced |
| Western Financial Corporation | 5,007 | $227.0K | 0.13% | −1,061−17.5% | Reduced |
| Axiom Investment Management LLC | 5,000 | $227.0K | 0.49% | +5,000 | New |
| Highland Private Wealth Management | 5,015 | $228.0K | 0.03% | +40+0.8% | Added |
| Horizon Investments, LLC | 5,083 | $228.0K | 0.01% | +5,083 | New |
| Brown Advisory Inc | 5,041 | $229.0K | 0.00% | +5,041 | New |
| Pinnacle Associates Ltd | 5,144 | $233.0K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 5,149 | $233.0K | 0.01% | +569+12.4% | Added |
| Essex Financial Services, Inc. | 5,192 | $235.0K | 0.02% | +342+7.1% | Added |
| Alpha Paradigm Partners, LLC | 5,216 | $236.0K | 0.09% | −8,821−62.8% | Reduced |
| Essex Savings Bank | 5,234 | $237.0K | 0.08% | −388−6.9% | Reduced |
| Cookson Peirce & Co Inc | 5,228 | $237.0K | 0.01% | +5,228 | New |
| Cedrus LLC | 5,231 | $237.1K | 0.21% | +714+15.8% | Added |
| Horan Securities, Inc. | 5,283 | $239.0K | 0.14% | +464+9.6% | Added |
| Ipswich Investment Management Co., Inc. | 5,285 | $240.0K | 0.06% | −3,000−36.2% | Reduced |
| Longfellow Investment Management Co LLC | 5,290 | $240.0K | 0.04% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,377 | $244.0K | 0.01% | +358+7.1% | Added |
| CoreCap Advisors, LLC | 5,560 | $252.0K | 0.02% | +522+10.4% | Added |
| Caas Capital Management LP | 5,625 | $255.0K | 0.04% | +5,625 | New |
| Pinnacle Private Wealth, LLC | 5,685 | $258.0K | 0.08% | −1,769−23.7% | Reduced |
| Atria Wealth Solutions, Inc. | 5,712 | $259.0K | 0.00% | +5,712 | New |
| Parallel Advisors, LLC | 5,580 | $261.0K | 0.01% | −707−11.2% | Reduced |