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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 5,787 | $262.0K | 0.02% | +1,329+29.8% | Added |
| Foster & Motley Inc | 5,797 | $263.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,800 | $263.0K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 5,814 | $264.0K | 0.01% | −326−5.3% | Reduced |
| Boston Private Wealth LLC | 5,881 | $266.0K | 0.00% | +1,450+32.7% | Added |
| Whalerock Point Partners, LLC | 6,000 | $272.0K | 0.10% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 6,029 | $273.0K | 0.10% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 6,271 | $284.0K | 0.04% | −1,504−19.3% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,284 | $285.0K | 0.07% | −1,515−19.4% | Reduced |
| Peoples Bank | 6,298 | $285.0K | 0.14% | +1,775+39.2% | Added |
| MQS Management LLC | 6,332 | $287.0K | 0.23% | +1,562+32.7% | Added |
| Laurion Capital Management LP | 6,400 | $290.0K | 0.01% | +6,400 | New |
| Lansing Street Advisors | 7,039 | $294.0K | 0.19% | +7,039 | New |
| Orion Portfolio Solutions, LLC | 6,621 | $300.0K | 0.01% | −373−5.3% | Reduced |
| Clarius Group, LLC | 6,339 | $300.0K | 0.02% | 00.0% | Unchanged |
| New Century Advisors, LLC | 6,670 | $302.0K | 0.25% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 6,680 | $303.0K | 0.35% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 6,737 | $305.0K | 0.04% | +1,343+24.9% | Added |
| Metis Global Partners, LLC | 6,747 | $306.0K | 0.04% | +6,747 | New |
| Apollon Wealth Management, LLC | 6,775 | $307.0K | 0.02% | +2,056+43.6% | Added |
| IBM Retirement Fund | 6,813 | $309.0K | 0.04% | −254−3.6% | Reduced |
| Venture Visionary Partners LLC | 6,954 | $315.0K | 0.02% | +117+1.7% | Added |
| Huntington National Bank | 7,012 | $318.0K | 0.00% | +650+10.2% | Added |
| Sequoia Financial Advisors, LLC | 7,008 | $318.0K | 0.01% | +1,564+28.7% | Added |
| Dana Investment Advisors, Inc. | 7,086 | $321.0K | 0.01% | −300−4.1% | Reduced |
| Nations Financial Group Inc, | 7,085 | $321.0K | 0.04% | +585+9.0% | Added |
| Veritable, L.P. | 7,096 | $322.0K | 0.00% | +493+7.5% | Added |
| Brown, Lisle/Cummings, Inc. | 7,125 | $323.0K | 0.16% | +401+6.0% | Added |
| IndexIQ Advisors LLC | 7,162 | $325.0K | 0.01% | +52+0.7% | Added |
| Alps Advisors Inc | 7,225 | $328.0K | 0.00% | +7,225 | New |
| Nomura Holdings Inc | 7,489 | $331.0K | 0.00% | +3,150+72.6% | Added |
| American Portfolios Advisors | 7,374 | $334.3K | 0.01% | −43−0.6% | Reduced |
| Fractal Investments LLC | 7,400 | $335.0K | 0.10% | −10−0.1% | Reduced |
| Signaturefd, LLC | 7,393 | $335.0K | 0.01% | +930+14.4% | Added |
| Fulton Bank, N.A. | 7,442 | $337.0K | 0.02% | −115−1.5% | Reduced |
| Cigna Investments Inc | 7,516 | $340.0K | 0.04% | −2,167−22.4% | Reduced |
| Personal Cfo Solutions, LLC | 7,519 | $341.0K | 0.07% | +64+0.9% | Added |
| Zeke Capital Advisors, LLC | 7,603 | $345.0K | 0.02% | +7,603 | New |
| StoneX Group Inc. | 7,622 | $345.5K | 0.03% | +1,772+30.3% | Added |
| Wedbush Securities Inc | 7,625 | $346.0K | 0.02% | +7,625 | New |
| Ameritas Investment Partners, Inc. | 7,692 | $348.0K | 0.01% | −381−4.7% | Reduced |
| Scotia Capital Inc. | 7,721 | $350.0K | 0.00% | +7,721 | New |
| Seven Eight Capital, LP | 7,828 | $355.0K | 0.05% | +7,828 | New |
| XTX Topco Ltd | 7,869 | $357.0K | 0.16% | −543−6.5% | Reduced |
| Grove Bank & Trust | 8,000 | $363.0K | 0.07% | +130+1.7% | Added |
| Northwestern Mutual Wealth Management Co | 8,083 | $366.0K | 0.00% | −3,635−31.0% | Reduced |
| Wealthspire Advisors, LLC | 8,116 | $368.0K | 0.01% | −10,438−56.3% | Reduced |
| Precision Wealth Strategies, LLC | 8,194 | $371.0K | 0.22% | −2,672−24.6% | Reduced |
| Wetherby Asset Management Inc | 8,206 | $372.0K | 0.02% | +802+10.8% | Added |
| Empirical Finance, LLC | 8,245 | $374.0K | 0.04% | +850+11.5% | Added |
| Lido Advisors, LLC | 8,377 | $379.0K | 0.01% | +83+1.0% | Added |
| Cetera Investment Advisers | 8,423 | $382.0K | 0.01% | +212+2.6% | Added |
| AGF Investments LLC | 8,442 | $383.0K | 0.03% | +8,442 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 9,713 | $390.0K | 0.02% | −109−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 25,699 | $393.0K | 0.02% | +20,001+351.0% | Added |
| Vestcor Inc | 8,764 | $397.0K | 0.01% | −24,017−73.3% | Reduced |
| Windsor Group LTD | 9,597 | $401.0K | 0.07% | +21+0.2% | Added |
| Berkshire Asset Management LLC | 8,865 | $402.0K | 0.03% | 00.0% | Unchanged |
| Regentatlantic Capital LLC | 8,862 | $402.0K | 0.01% | +575+6.9% | Added |
| KC Investment Advisors, LLC | 8,908 | $404.0K | 0.28% | +863+10.7% | Added |
| Independent Advisor Alliance | 8,905 | $404.0K | 0.02% | +8,905 | New |
| Leuthold Group, LLC | 9,072 | $411.0K | 0.05% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 9,138 | $414.0K | 0.03% | +1,409+18.2% | Added |
| Washington Trust Co | 9,178 | $416.0K | 0.02% | 00.0% | Unchanged |
| Marietta Investment Partners LLC | 9,170 | $416.0K | 0.10% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 9,183 | $416.0K | 0.47% | +9,183 | New |
| Ellevest, Inc. | 9,240 | $419.0K | 0.04% | +346+3.9% | Added |
| Argus Investors' Counsel, Inc. | 9,305 | $422.0K | 0.27% | +825+9.7% | Added |
| Continuum Advisory, LLC | 10,761 | $424.0K | 0.08% | +4,260+65.5% | Added |
| Redpoint Investment Management Pty Ltd | 9,386 | $425.0K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 9,696 | $439.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 9,692 | $439.0K | 0.00% | +3,093+46.9% | Added |
| Intrua Financial, LLC | 9,705 | $440.0K | 0.08% | −1,010−9.4% | Reduced |
| Lincoln National Corp | 9,743 | $442.0K | 0.01% | +121+1.3% | Added |
| Chesley Taft & Associates LLC | 10,930 | $447.0K | 0.03% | +330+3.1% | Added |
| Waldron Private Wealth LLC | 9,905 | $448.0K | 0.02% | 00.0% | Unchanged |
| AMJ Financial Wealth Management | 9,998 | $453.0K | 0.18% | −5,968−37.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $453.0K | 0.15% | 00.0% | Unchanged |
| Summit X, LLC | 10,375 | $472.0K | 0.12% | +1,010+10.8% | Added |
| Balasa Dinverno & Foltz LLC | 10,444 | $473.0K | 0.03% | −486−4.4% | Reduced |
| Pinnacle Holdings, LLC | 10,515 | $476.6K | 0.19% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 10,527 | $477.0K | 0.15% | −1,000−8.7% | Reduced |
| Advisors Capital Management, LLC | 10,555 | $478.0K | 0.01% | −499−4.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 10,537 | $478.0K | 0.00% | +1,980+23.1% | Added |
| Dorsey & Whitney Trust CO LLC | 10,678 | $484.0K | 0.04% | −62−0.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,728 | $486.0K | 0.11% | +10,728 | New |
| Penserra Capital Management LLC | 10,832 | $490.0K | 0.01% | −2,242−17.1% | Reduced |
| Everence Capital Management Inc | 10,900 | $494.0K | 0.04% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 12,751 | $495.0K | 0.09% | +12,751 | New |
| Coldstream Capital Management Inc | 10,949 | $496.0K | 0.02% | −57−0.5% | Reduced |
| Salzhauer Michael | 13,501 | $497.0K | 0.22% | +4,700+53.4% | Added |
| Profund Advisors LLC | 11,043 | $501.0K | 0.02% | −885−7.4% | Reduced |
| Greenleaf Trust | 11,104 | $503.0K | 0.01% | +207+1.9% | Added |
| Laurel Wealth Advisors, Inc. | 11,112 | $504.0K | 0.04% | −265−2.3% | Reduced |
| Fort Washington Investment Advisors Inc | 11,125 | $504.0K | 0.00% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 11,323 | $513.0K | 1.64% | +11,323 | New |
| Eidelman Virant Capital | 8,181 | $519.0K | 0.28% | 00.0% | Unchanged |
| Csenge Advisory Group | 11,566 | $524.0K | 0.04% | +3,264+39.3% | Added |
| Compton Capital Management Inc | 11,600 | $526.0K | 0.15% | +250+2.2% | Added |
| Two Sigma Securities, LLC | 11,627 | $527.0K | 0.07% | +11,627 | New |