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 |
|---|---|---|---|---|---|
| Vigilant Capital Management, LLC | 613 | $22.0K | 0.00% | +344+127.9% | Added |
| Versant Capital Management, Inc | 604 | $22.0K | 0.01% | +425+237.4% | Added |
| Bank of New Hampshire | 685 | $24.0K | 0.01% | +595+661.1% | Added |
| Raleigh Capital Management Inc. | 697 | $25.0K | 0.01% | +7+1.0% | Added |
| Central Trust Co | 741 | $26.0K | 0.00% | −1−0.1% | Reduced |
| Global Retirement Partners, LLC | 723 | $26.0K | 0.00% | +88+13.9% | Added |
| Private Capital Group, LLC | 738 | $26.0K | 0.02% | +601+438.7% | Added |
| Carolinas Wealth Consulting LLC | 754 | $27.0K | 0.01% | −18−2.3% | Reduced |
| CVA Family Office, LLC | 755 | $27.0K | 0.01% | +655+655.0% | Added |
| State of Wyoming | 764 | $27.0K | 0.02% | +764 | New |
| Canton Hathaway, LLC | 790 | $28.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 826 | $29.0K | 0.00% | +365+79.2% | Added |
| American Research & Management Co. | 882 | $31.0K | 0.01% | +757+605.6% | Added |
| Sageworth Trust Co of South Dakota | 856 | $31.0K | 0.06% | +856 | New |
| Sageworth Trust Co | 902 | $32.0K | 0.00% | +902 | New |
| Zions Bancorporation, N.A. | 965 | $34.0K | 0.00% | −95−9.0% | Reduced |
| Spire Wealth Management | 1,041 | $37.0K | 0.00% | −442−29.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,068 | $38.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,065 | $38.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1,137 | $41.0K | 0.01% | +74+7.0% | Added |
| Leelyn Smith, LLC | 1,150 | $41.0K | 0.01% | +280+32.2% | Added |
| NVWM, LLC | 1,188 | $42.0K | 0.02% | +1,188 | New |
| Glassman Wealth Services | 1,250 | $45.0K | 0.01% | +140+12.6% | Added |
| Clear Street Markets LLC | 1,325 | $47.0K | 0.02% | +1,051+383.6% | Added |
| Union Investments & Development Ltd. | 1,350 | $48.0K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,400 | $50.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,586 | $57.0K | 0.02% | −131−7.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 1,621 | $58.0K | 0.03% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,683 | $60.0K | 0.01% | +1,407+509.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,815 | $65.0K | 0.01% | +306+20.3% | Added |
| Exchange Traded Concepts, LLC | 1,922 | $69.0K | 0.00% | −66,118−97.2% | Reduced |
| Corsicana & Co. | 2,000 | $71.0K | 0.06% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,104 | $75.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 2,110 | $75.0K | 0.01% | +2,110 | New |
| Quent Capital, LLC | 2,123 | $76.0K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 2,149 | $77.0K | 0.00% | +315+17.2% | Added |
| Parkside Financial Bank & Trust | 2,142 | $77.0K | 0.02% | +827+62.9% | Added |
| EverSource Wealth Advisors, LLC | 2,210 | $78.0K | 0.02% | +144+7.0% | Added |
| West Paces Advisors Inc. | 2,314 | $82.6K | 0.03% | +492+27.0% | Added |
| TD Private Client Wealth LLC | 2,392 | $85.4K | 0.00% | −504−17.4% | Reduced |
| Whittier Trust Co | 2,434 | $87.0K | 0.00% | −241−9.0% | Reduced |
| Cutler Group LP | 2,454 | $87.0K | 0.01% | +2,454 | New |
| AGF Investments LLC | 2,616 | $93.0K | 0.01% | −5,826−69.0% | Reduced |
| Aquatic Capital Management LLC | 2,900 | $104.0K | 0.03% | +1,100+61.1% | Added |
| Clearstead Advisors, LLC | 3,007 | $107.0K | 0.01% | +105+3.6% | Added |
| Covestor Ltd | 3,084 | $110.0K | 0.09% | +975+46.2% | Added |
| Harvest Fund Management Co., Ltd | 3,098 | $111.0K | 0.03% | +956+44.6% | Added |
| CX Institutional | 3,145 | $112.0K | 0.01% | +3,145 | New |
| Sentry Investment Management LLC | 3,341 | $119.0K | 0.05% | +7+0.2% | Added |
| Quadrant Capital Group LLC | 3,375 | $120.0K | 0.02% | +10.0% | Added |
| Deseret Mutual Benefit Administrators | 3,368 | $120.0K | 0.03% | +264+8.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,449 | $123.0K | 0.00% | +3,449 | New |
| Brown Brothers Harriman & Co | 3,527 | $126.0K | 0.00% | −430−10.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,700 | $132.0K | 0.01% | −2,100−36.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,700 | $132.0K | 0.04% | +3,700 | New |
| CoreCap Advisors, LLC | 3,827 | $137.0K | 0.01% | −1,733−31.2% | Reduced |
| Ellevest, Inc. | 3,881 | $139.0K | 0.01% | −5,359−58.0% | Reduced |
| Allworth Financial LP | 4,337 | $155.0K | 0.00% | +594+15.9% | Added |
| Fieldpoint Private Securities, LLC | 4,494 | $160.0K | 0.05% | −131−2.8% | Reduced |
| Glen Eagle Advisors, LLC | 4,886 | $174.4K | 0.05% | +2,301+89.0% | Added |
| Seaport Global Advisors, LLC | 4,955 | $177.0K | 0.66% | −6,368−56.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 5,023 | $179.3K | 0.00% | +1,817+56.7% | Added |
| Longfellow Investment Management Co LLC | 5,290 | $189.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,467 | $195.0K | 0.01% | +5,467 | New |
| Lansing Street Advisors | 5,649 | $202.0K | 0.16% | −1,390−19.7% | Reduced |
| Capital Asset Advisory Services LLC | 5,675 | $203.0K | 0.02% | +5,675 | New |
| Berkshire Asset Management LLC | 5,707 | $204.0K | 0.01% | −3,158−35.6% | Reduced |
| Foster & Motley Inc | 5,708 | $204.0K | 0.02% | −89−1.5% | Reduced |
| Horan Securities, Inc. | 5,582 | $206.0K | 0.13% | +299+5.7% | Added |
| Integrated Advisors Network LLC | 5,805 | $207.0K | 0.01% | +5,805 | New |
| Savant Capital, LLC | 5,852 | $209.0K | 0.01% | +475+8.8% | Added |
| American Portfolios Advisors | 5,953 | $212.4K | 0.01% | −1,421−19.3% | Reduced |
| Apollon Wealth Management, LLC | 5,974 | $213.0K | 0.02% | −801−11.8% | Reduced |
| Momentum Advisors, LLC | 5,973 | $213.0K | 0.24% | +5,973 | New |
| Huntington National Bank | 6,003 | $214.0K | 0.00% | −1,009−14.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 5,986 | $214.0K | 0.07% | −298−4.7% | Reduced |
| Whalerock Point Partners, LLC | 6,000 | $214.0K | 0.09% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 6,032 | $215.0K | 0.01% | −19,667−76.5% | Reduced |
| Crumly & Associates Inc. | 6,029 | $215.0K | 0.09% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 6,021 | $215.0K | 0.00% | +877+17.0% | Added |
| NuWave Investment Management, LLC | 6,166 | $220.0K | 0.29% | +2,734+79.7% | Added |
| Keeley-Teton Advisors, LLC | 6,178 | $220.0K | 0.03% | +6,178 | New |
| Quantamental Technologies LLC | 6,183 | $221.0K | 0.10% | +6,183 | New |
| NCM Capital Management, LLC | 6,207 | $222.0K | 0.16% | +6,207 | New |
| McRae Capital Management Inc | 6,295 | $225.0K | 0.06% | +6,295 | New |
| CRA Financial Services, LLC | 6,340 | $226.0K | 0.08% | +1,750+38.1% | Added |
| Cigna Investments Inc | 6,339 | $227.0K | 0.05% | −1,177−15.7% | Reduced |
| Clarius Group, LLC | 6,349 | $227.0K | 0.02% | +10+0.2% | Added |
| Banque Cantonale Vaudoise | 6,392 | $228.0K | 0.01% | −6,092−48.8% | Reduced |
| Sequoia Financial Advisors, LLC | 6,414 | $229.0K | 0.01% | −594−8.5% | Reduced |
| Peoples Bank | 6,480 | $231.0K | 0.14% | +182+2.9% | Added |
| CWM, LLC | 6,459 | $231.0K | 0.00% | +2,685+71.1% | Added |
| Connable Office Inc | 6,486 | $231.0K | 0.04% | +6,486 | New |
| Parallel Advisors, LLC | 6,508 | $232.0K | 0.01% | +928+16.6% | Added |
| Cedrus LLC | 6,512 | $232.4K | 0.23% | +1,281+24.5% | Added |
| NorthRock Partners, LLC | 6,611 | $236.0K | 0.02% | +6,611 | New |
| Mirova | 6,651 | $237.0K | 0.03% | −8,234−55.3% | Reduced |
| Carl P. Sherr & Co., LLC | 6,648 | $237.0K | 0.18% | +6,648 | New |
| HFG Advisors, Inc. | 6,680 | $238.0K | 0.32% | 00.0% | Unchanged |
| New Century Advisors, LLC | 6,670 | $238.0K | 0.27% | 00.0% | Unchanged |