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, Q2 2022
Institutional positions in Citizens Financial Group Inc as of Jun 30, 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
- 751
- +5 vs. Q1 2022
- Shares held
- 436.8M
- +35.2M (+8.8%) vs. Q1 2022
- Total value
- $15.7B
- −$2.49B (−13.7%) vs. Q1 2022
- New holders
- 102
- 346 more added
- Sold out
- 97
- 217 more reduced
14 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −33−97.1% | Reduced |
| Karlinski Andrew C | 13 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 3 | $0 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 10 | $0 | 0.00% | +10 | New |
| Castleview Partners, LLC | 16 | $557 | 0.00% | −130−89.0% | Reduced |
| Retirement Group, LLC | 22 | $1.00K | 0.00% | −75−77.3% | Reduced |
| HM Payson & Co | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 41 | $1.00K | 0.00% | +22+115.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 26 | $1.00K | 0.00% | +26 | New |
| Whittier Trust Co of Nevada Inc | 20 | $1.00K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 29 | $1.00K | 0.00% | +29 | New |
| Cribstone Capital Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 29 | $1.03K | 0.00% | −32−52.5% | Reduced |
| Eagle Bay Advisors LLC | 40 | $1.43K | 0.00% | +40 | New |
| Bartlett & Co. Wealth Management LLC | 44 | $1.57K | 0.00% | +44 | New |
| Leonteq Securities AG | 49 | $1.75K | 0.00% | −1,207−96.1% | Reduced |
| FourThought Financial, LLC | 57 | $2.00K | 0.00% | −1,613−96.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 54 | $2.00K | 0.00% | −100−64.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 46 | $2.00K | 0.00% | −48−51.1% | Reduced |
| Pinnacle Financial Partners Inc | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 60 | $2.00K | 0.00% | +8+15.4% | Added |
| Centerpoint Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 44 | $2.00K | 0.00% | +44 | New |
| Key Financial Inc | 67 | $2.00K | 0.00% | +67 | New |
| Global Financial Private Client, LLC | 56 | $2.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 62 | $2.21K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 75 | $3.00K | 0.00% | −27−26.5% | Reduced |
| Howe & Rusling Inc | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 92 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 70 | $3.00K | 0.00% | +1+1.4% | Added |
| Steward Financial Group LLC | 108 | $3.00K | 0.00% | +108 | New |
| Caldwell Trust Co | 110 | $3.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 124 | $4.00K | 0.00% | −81−39.5% | Reduced |
| Piscataqua Savings Bank | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 110 | $4.00K | 0.00% | +80+266.7% | Added |
| Hantz Financial Services, Inc. | 118 | $4.00K | 0.00% | +118 | New |
| Highlander Capital Management, LLC | 117 | $4.00K | 0.00% | +117 | New |
| Archer Investment Corp | 113 | $4.03K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 143 | $5.00K | 0.00% | −30−17.3% | Reduced |
| Investors Research Corp | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 128 | $5.00K | 0.00% | +114+814.3% | Added |
| MCF Advisors LLC | 172 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 182 | $6.00K | 0.00% | +57+45.6% | Added |
| Beacon Capital Management, LLC | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 170 | $6.00K | 0.00% | +117+220.8% | Added |
| North Star Investment Management Corp. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 200 | $7.00K | 0.00% | +200 | New |
| Atlas Capital Advisors LLC | 200 | $7.14K | 0.00% | −375−65.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 218 | $8.00K | 0.00% | −1,544−87.6% | Reduced |
| Farmers & Merchants Investments Inc | 230 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 217 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 210 | $8.00K | 0.00% | +210 | New |
| Nomura Holdings Inc | 249 | $9.00K | 0.00% | −7,240−96.7% | Reduced |
| Smithfield Trust Co | 245 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 244 | $9.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 227 | $9.00K | 0.00% | +2+0.9% | Added |
| Worth Asset Management, LLC | 261 | $9.00K | 0.01% | +1+0.4% | Added |
| Financial Management Professionals, Inc. | 254 | $9.00K | 0.00% | +201+379.2% | Added |
| Curi Capital | 259 | $9.00K | 0.00% | +259 | New |
| Heritage Wealth Advisors | 287 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 288 | $10.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 263 | $10.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 298 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 320 | $11.0K | 0.00% | +7+2.2% | Added |
| Godsey & Gibb Associates | 300 | $11.0K | 0.01% | +300 | New |
| Heritage Wealth Management, LLC | 323 | $11.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 346 | $12.0K | 0.00% | +81+30.6% | Added |
| Bell Investment Advisors, Inc | 343 | $12.0K | 0.00% | +343 | New |
| TD Waterhouse Canada Inc. | 341 | $12.9K | 0.00% | +81+31.2% | Added |
| MUFG Americas Holdings Corp | 364 | $13.0K | 0.00% | −1,245−77.4% | Reduced |
| Jones Financial Companies LLLP | 356 | $13.0K | 0.00% | −148−29.4% | Reduced |
| HHM Wealth Advisors, LLC | 400 | $14.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 384 | $14.0K | 0.01% | +111+40.7% | Added |
| South State Corp. | 394 | $14.0K | 0.00% | +394 | New |
| Arlington Partners LLC | 433 | $15.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 449 | $16.0K | 0.00% | +449 | New |
| Ronald Blue Trust, Inc. | 379 | $17.0K | 0.00% | +379 | New |
| McIlrath & Eck, LLC | 542 | $19.0K | 0.01% | +23+4.4% | Added |
| Trustcore Financial Services, LLC | 521 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 541 | $19.0K | 0.00% | +66+13.9% | Added |
| Prospera Financial Services Inc | 546 | $20.0K | 0.00% | −2,493−82.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 550 | $20.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 600 | $21.0K | 0.01% | 00.0% | Unchanged |