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 | 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, 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 |
|---|---|---|---|---|---|
| AIA Group Ltd | 3,902 | $177.0K | 0.01% | +1,489+61.7% | Added |
| CWM, LLC | 3,774 | $171.0K | 0.00% | +1,976+109.9% | Added |
| Allworth Financial LP | 3,743 | $170.0K | 0.00% | +329+9.6% | Added |
| NuWave Investment Management, LLC | 3,432 | $156.0K | 0.21% | −879−20.4% | Reduced |
| Quadrant Capital Group LLC | 3,374 | $153.0K | 0.02% | +219+6.9% | Added |
| Sentry Investment Management LLC | 3,334 | $151.0K | 0.05% | +3,313+15,776.2% | Added |
| Federation des caisses Desjardins du Quebec | 3,206 | $145.3K | 0.00% | −734−18.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,104 | $141.0K | 0.03% | −808−20.7% | Reduced |
| Prospera Financial Services Inc | 3,039 | $138.0K | 0.01% | +3,039 | New |
| Clearstead Advisors, LLC | 2,902 | $132.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,896 | $131.3K | 0.01% | +44+1.5% | Added |
| Whittier Trust Co | 2,675 | $121.0K | 0.00% | −661−19.8% | Reduced |
| Glen Eagle Advisors, LLC | 2,585 | $117.2K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,524 | $115.0K | 0.01% | +2,524 | New |
| Herold Advisors, Inc. | 2,400 | $108.8K | 0.04% | +2,400 | New |
| DuPont Capital Management Corp | 2,321 | $105.0K | 0.00% | −524−18.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 2,156 | $98.0K | 0.00% | +2,156 | New |
| Harvest Fund Management Co., Ltd | 2,142 | $97.0K | 0.02% | +1,443+206.4% | Added |
| 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 |
| BerganKDV Wealth Management, LLC | 2,104 | $95.0K | 0.01% | −207−9.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2,066 | $93.0K | 0.02% | +1,941+1,552.8% | Added |
| Corsicana & Co. | 2,000 | $91.0K | 0.06% | 00.0% | Unchanged |
| TCWP LLC | 1,868 | $84.0K | 0.02% | +1,868 | New |
| National Bank of Canada | 1,834 | $83.0K | 0.00% | +300+19.6% | Added |
| West Paces Advisors Inc. | 1,822 | $82.6K | 0.03% | +1,584+665.5% | Added |
| Aquatic Capital Management LLC | 1,800 | $82.0K | 0.12% | +1,800 | New |
| Plante Moran Financial Advisors, LLC | 1,762 | $80.0K | 0.01% | +500+39.6% | Added |
| Concord Wealth Partners | 1,717 | $78.0K | 0.02% | −81−4.5% | Reduced |
| FourThought Financial, LLC | 1,670 | $74.0K | 0.01% | −313−15.8% | 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 |
| Institutional & Family Asset Management, LLC | 1,546 | $70.0K | 0.01% | −233−13.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,509 | $68.0K | 0.01% | −175−10.4% | Reduced |
| Spire Wealth Management | 1,483 | $67.0K | 0.00% | +290+24.3% | Added |
| Koshinski Asset Management, Inc. | 1,390 | $63.0K | 0.01% | −370−21.0% | Reduced |
| Johnson Financial Group, Inc. | 1,400 | $63.0K | 0.00% | −399−22.2% | Reduced |
| Union Investments & Development Ltd. | 1,350 | $61.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,315 | $60.0K | 0.02% | +188+16.7% | Added |
| Leonteq Securities AG | 1,256 | $56.9K | 0.00% | +520+70.7% | Added |
| Glassman Wealth Services | 1,110 | $50.0K | 0.01% | −10−0.9% | Reduced |
| 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 |
| Future Financial Wealth Managment LLC | 1,000 | $45.0K | 0.04% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 870 | $39.0K | 0.01% | +240+38.1% | Added |
| Canton Hathaway, LLC | 790 | $36.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 772 | $35.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 742 | $34.0K | 0.00% | +42+6.0% | Added |
| Bedel Financial Consulting, Inc. | 712 | $32.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 690 | $31.0K | 0.02% | +690 | New |
| Winch Advisory Services, LLC | 651 | $30.0K | 0.01% | +4+0.6% | Added |
| Fortitude Advisory Group L.L.C. | 616 | $28.0K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 600 | $27.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 575 | $26.1K | 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 |
| McIlrath & Eck, LLC | 519 | $24.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 521 | $24.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 504 | $23.0K | 0.00% | −2,547−83.5% | Reduced |
| Lindbrook Capital, LLC | 475 | $22.0K | 0.00% | −79−14.3% | Reduced |
| Evoke Wealth, LLC | 461 | $21.0K | 0.00% | +148+47.3% | Added |
| Arlington Partners LLC | 433 | $20.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 400 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 368 | $16.0K | 0.00% | −6,452−94.6% | Reduced |
| Asset Dedication, LLC | 318 | $15.0K | 0.00% | +248+354.3% | Added |
| Heritage Wealth Management, LLC | 323 | $15.0K | 0.00% | +323 | New |
| Montag A & Associates Inc | 298 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 313 | $14.0K | 0.00% | +265+552.1% | Added |
| Heritage Wealth Advisors | 287 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 288 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 276 | $13.0K | 0.00% | +276 | New |
| Vigilant Capital Management, LLC | 269 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 265 | $12.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 254 | $12.0K | 0.00% | +64+33.7% | Added |
| FinTrust Capital Advisors, LLC | 263 | $12.0K | 0.00% | +64+32.2% | Added |
| Lenox Wealth Advisors, LLC | 298 | $12.0K | 0.00% | +251+534.0% | Added |
| Schubert & Co | 273 | $12.0K | 0.01% | +252+1,200.0% | Added |
| Credit Agricole S A | 260 | $12.0K | 0.00% | +260 | New |
| Clear Street Markets LLC | 274 | $12.0K | 0.00% | +274 | New |
| TD Waterhouse Canada Inc. | 260 | $11.5K | 0.00% | −8−3.0% | Reduced |
| Smithfield Trust Co | 245 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 244 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 230 | $10.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 225 | $10.0K | 0.00% | +2+0.9% | Added |
| Carmichael Hill & Associates, Inc. | 217 | $10.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 205 | $10.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 221 | $10.0K | 0.00% | +221 | New |
| Worth Asset Management, LLC | 260 | $10.0K | 0.01% | +260 | New |
| North Star Investment Management Corp. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 198 | $9.00K | 0.00% | +198 | New |
| Cambridge Trust Co | 173 | $8.00K | 0.00% | −214−55.3% | Reduced |
| Versant Capital Management, Inc | 179 | $8.00K | 0.00% | −47−20.8% | Reduced |
| Albion Financial Group | 171 | $8.00K | 0.00% | +171 | New |
| MCF Advisors LLC | 172 | $8.00K | 0.00% | +172 | New |
| Investors Research Corp | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |