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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 8,905 | $404.0K | 0.02% | +8,905 | New |
| 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 |
| Windsor Group LTD | 9,597 | $401.0K | 0.07% | +21+0.2% | Added |
| Vestcor Inc | 8,764 | $397.0K | 0.01% | −24,017−73.3% | Reduced |
| Valeo Financial Advisors, LLC | 25,699 | $393.0K | 0.02% | +20,001+351.0% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 9,713 | $390.0K | 0.02% | −109−1.1% | Reduced |
| AGF Investments LLC | 8,442 | $383.0K | 0.03% | +8,442 | New |
| Cetera Investment Advisers | 8,423 | $382.0K | 0.01% | +212+2.6% | Added |
| Lido Advisors, LLC | 8,377 | $379.0K | 0.01% | +83+1.0% | Added |
| Empirical Finance, LLC | 8,245 | $374.0K | 0.04% | +850+11.5% | Added |
| Wetherby Asset Management Inc | 8,206 | $372.0K | 0.02% | +802+10.8% | Added |
| Precision Wealth Strategies, LLC | 8,194 | $371.0K | 0.22% | −2,672−24.6% | Reduced |
| Wealthspire Advisors, LLC | 8,116 | $368.0K | 0.01% | −10,438−56.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 8,083 | $366.0K | 0.00% | −3,635−31.0% | Reduced |
| Grove Bank & Trust | 8,000 | $363.0K | 0.07% | +130+1.7% | Added |
| XTX Topco Ltd | 7,869 | $357.0K | 0.16% | −543−6.5% | Reduced |
| Seven Eight Capital, LP | 7,828 | $355.0K | 0.05% | +7,828 | New |
| Scotia Capital Inc. | 7,721 | $350.0K | 0.00% | +7,721 | New |
| Ameritas Investment Partners, Inc. | 7,692 | $348.0K | 0.01% | −381−4.7% | Reduced |
| Wedbush Securities Inc | 7,625 | $346.0K | 0.02% | +7,625 | New |
| StoneX Group Inc. | 7,622 | $345.5K | 0.03% | +1,772+30.3% | Added |
| Zeke Capital Advisors, LLC | 7,603 | $345.0K | 0.02% | +7,603 | New |
| Personal Cfo Solutions, LLC | 7,519 | $341.0K | 0.07% | +64+0.9% | Added |
| Cigna Investments Inc | 7,516 | $340.0K | 0.04% | −2,167−22.4% | Reduced |
| Fulton Bank, N.A. | 7,442 | $337.0K | 0.02% | −115−1.5% | 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 |
| American Portfolios Advisors | 7,374 | $334.3K | 0.01% | −43−0.6% | Reduced |
| Nomura Holdings Inc | 7,489 | $331.0K | 0.00% | +3,150+72.6% | Added |
| Alps Advisors Inc | 7,225 | $328.0K | 0.00% | +7,225 | New |
| IndexIQ Advisors LLC | 7,162 | $325.0K | 0.01% | +52+0.7% | Added |
| Brown, Lisle/Cummings, Inc. | 7,125 | $323.0K | 0.16% | +401+6.0% | Added |
| Veritable, L.P. | 7,096 | $322.0K | 0.00% | +493+7.5% | 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 |
| 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 |
| Venture Visionary Partners LLC | 6,954 | $315.0K | 0.02% | +117+1.7% | Added |
| IBM Retirement Fund | 6,813 | $309.0K | 0.04% | −254−3.6% | Reduced |
| Apollon Wealth Management, LLC | 6,775 | $307.0K | 0.02% | +2,056+43.6% | Added |
| Metis Global Partners, LLC | 6,747 | $306.0K | 0.04% | +6,747 | New |
| Harbor Investment Advisory, LLC | 6,737 | $305.0K | 0.04% | +1,343+24.9% | Added |
| HFG Advisors, Inc. | 6,680 | $303.0K | 0.35% | 00.0% | Unchanged |
| New Century Advisors, LLC | 6,670 | $302.0K | 0.25% | 00.0% | Unchanged |
| 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 |
| Lansing Street Advisors | 7,039 | $294.0K | 0.19% | +7,039 | New |
| Laurion Capital Management LP | 6,400 | $290.0K | 0.01% | +6,400 | New |
| MQS Management LLC | 6,332 | $287.0K | 0.23% | +1,562+32.7% | Added |
| 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 |
| Liberty One Investment Management, LLC | 6,271 | $284.0K | 0.04% | −1,504−19.3% | Reduced |
| Crumly & Associates Inc. | 6,029 | $273.0K | 0.10% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 6,000 | $272.0K | 0.10% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 5,881 | $266.0K | 0.00% | +1,450+32.7% | Added |
| Freestone Capital Holdings, LLC | 5,814 | $264.0K | 0.01% | −326−5.3% | Reduced |
| Foster & Motley Inc | 5,797 | $263.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,800 | $263.0K | 0.02% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,787 | $262.0K | 0.02% | +1,329+29.8% | Added |
| Parallel Advisors, LLC | 5,580 | $261.0K | 0.01% | −707−11.2% | Reduced |
| Atria Wealth Solutions, Inc. | 5,712 | $259.0K | 0.00% | +5,712 | New |
| Pinnacle Private Wealth, LLC | 5,685 | $258.0K | 0.08% | −1,769−23.7% | Reduced |
| Caas Capital Management LP | 5,625 | $255.0K | 0.04% | +5,625 | New |
| CoreCap Advisors, LLC | 5,560 | $252.0K | 0.02% | +522+10.4% | Added |
| Savant Capital, LLC | 5,377 | $244.0K | 0.01% | +358+7.1% | 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 |
| Horan Securities, Inc. | 5,283 | $239.0K | 0.14% | +464+9.6% | Added |
| Cedrus LLC | 5,231 | $237.1K | 0.21% | +714+15.8% | Added |
| 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 |
| Alpha Paradigm Partners, LLC | 5,216 | $236.0K | 0.09% | −8,821−62.8% | Reduced |
| Essex Financial Services, Inc. | 5,192 | $235.0K | 0.02% | +342+7.1% | Added |
| 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 |
| Brown Advisory Inc | 5,041 | $229.0K | 0.00% | +5,041 | 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 |
| 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 |
| FineMark National Bank & Trust | 4,964 | $225.0K | 0.01% | −205−4.0% | Reduced |
| Stratos Wealth Partners, LTD. | 4,931 | $224.0K | 0.01% | −264−5.1% | Reduced |
| Dynamic Advisor Solutions LLC | 4,873 | $221.0K | 0.02% | +4,873 | New |
| BOK Financial Private Wealth, Inc. | 4,854 | $220.0K | 0.02% | +4,854 | New |
| Check Capital Management Inc | 4,700 | $213.0K | 0.02% | 00.0% | Unchanged |
| Conning Inc. | 4,675 | $212.0K | 0.01% | +4,675 | New |
| 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 |
| CRA Financial Services, LLC | 4,590 | $208.0K | 0.06% | +200+4.6% | Added |
| 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 |
| 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 |
| Sciencast Management LP | 4,737 | $202.0K | 0.05% | +4,737 | New |
| 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 |
| Brown Brothers Harriman & Co | 3,957 | $179.0K | 0.00% | +1,378+53.4% | Added |