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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 6,738 | $240.0K | 0.03% | +6,738 | New |
| Klingenstein Fields & Co LP | 6,770 | $242.0K | 0.01% | +6,770 | New |
| IFG Advisory, LLC | 6,820 | $242.0K | 0.03% | +6,820 | New |
| Nations Financial Group Inc, | 7,085 | $253.0K | 0.03% | 00.0% | Unchanged |
| AIA Group Ltd | 7,098 | $253.0K | 0.01% | +3,196+81.9% | Added |
| Gladstone Institutional Advisory LLC | 7,118 | $254.0K | 0.02% | +2,484+53.6% | Added |
| Vident Investment Advisory, LLC | 7,257 | $256.0K | 0.01% | −4,491−38.2% | Reduced |
| Martin Capital Partners, LLC | 7,218 | $258.0K | 0.12% | +7,218 | New |
| Metis Global Partners, LLC | 7,309 | $261.0K | 0.04% | +562+8.3% | Added |
| First Horizon Advisors, Inc. | 7,371 | $263.0K | 0.01% | +7,003+1,903.0% | Added |
| Fulton Bank, N.A. | 7,466 | $267.0K | 0.01% | +24+0.3% | Added |
| UBP Investment Advisors SA | 7,583 | $270.0K | 0.11% | +1,466+24.0% | Added |
| Lido Advisors, LLC | 7,634 | $272.0K | 0.01% | −743−8.9% | Reduced |
| Vontobel Holding Ltd. | 7,550 | $273.0K | 0.00% | −21,800−74.3% | Reduced |
| Wetherby Asset Management Inc | 7,642 | $273.0K | 0.02% | −564−6.9% | Reduced |
| Laurel Wealth Advisors, Inc. | 7,812 | $278.0K | 0.03% | −3,300−29.7% | Reduced |
| Venture Visionary Partners LLC | 7,803 | $278.5K | 0.02% | +849+12.2% | Added |
| Wedbush Securities Inc | 7,815 | $279.0K | 0.02% | +190+2.5% | Added |
| Atria Wealth Solutions, Inc. | 7,946 | $284.0K | 0.01% | +2,234+39.1% | Added |
| Harbor Investment Advisory, LLC | 7,992 | $285.0K | 0.05% | +1,255+18.6% | Added |
| Alpha Paradigm Partners, LLC | 8,043 | $287.0K | 0.12% | +2,827+54.2% | Added |
| Graham Capital Management, L.P. | 8,116 | $289.0K | 0.01% | +8,116 | New |
| Centiva Capital, LP | 8,163 | $291.0K | 0.02% | +8,163 | New |
| Independent Advisor Alliance | 8,295 | $296.0K | 0.02% | −610−6.9% | Reduced |
| Orion Portfolio Solutions, LLC | 8,308 | $297.0K | 0.01% | +1,687+25.5% | Added |
| Precision Wealth Strategies, LLC | 8,535 | $302.0K | 0.24% | +341+4.2% | Added |
| Wealthspire Advisors, LLC | 8,487 | $303.0K | 0.01% | +371+4.6% | Added |
| Symmetry Partners, LLC | 8,536 | $305.0K | 0.02% | −15,474−64.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 8,492 | $305.0K | 0.03% | −2,186−20.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,545 | $305.0K | 0.03% | +2,758+47.7% | Added |
| Ameritas Investment Partners, Inc. | 8,614 | $307.0K | 0.01% | +922+12.0% | Added |
| Veritable, L.P. | 8,613 | $307.0K | 0.01% | +1,517+21.4% | Added |
| Brown, Lisle/Cummings, Inc. | 8,701 | $310.5K | 0.17% | +1,576+22.1% | Added |
| Campbell & CO Investment Adviser LLC | 8,708 | $311.0K | 0.08% | +8,708 | New |
| Empirical Finance, LLC | 8,934 | $319.0K | 0.04% | +689+8.4% | Added |
| Chesley Taft & Associates LLC | 8,980 | $320.0K | 0.02% | −1,950−17.8% | Reduced |
| Oppenheimer & Co Inc | 8,984 | $321.0K | 0.01% | −24,092−72.8% | Reduced |
| Personal Cfo Solutions, LLC | 8,982 | $321.0K | 0.08% | +1,463+19.5% | Added |
| Profund Advisors LLC | 9,074 | $324.0K | 0.02% | −1,969−17.8% | Reduced |
| Balasa Dinverno & Foltz LLC | 9,105 | $325.0K | 0.02% | −1,339−12.8% | Reduced |
| Washington Trust Co | 9,178 | $328.0K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 9,238 | $330.0K | 0.03% | +100+1.1% | Added |
| Marietta Investment Partners LLC | 9,275 | $331.0K | 0.10% | +105+1.1% | Added |
| Cetera Investment Advisers | 9,299 | $332.0K | 0.01% | +876+10.4% | Added |
| Redpoint Investment Management Pty Ltd | 9,386 | $335.0K | 0.04% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 9,386 | $335.0K | 0.08% | +9,386 | New |
| BHZ Capital Management, LP | 9,500 | $339.0K | 0.17% | +9,500 | New |
| Horizon Investments, LLC | 9,623 | $340.0K | 0.01% | +4,540+89.3% | Added |
| Alpine Woods Capital Investors, LLC | 9,569 | $342.0K | 0.04% | −70,015−88.0% | Reduced |
| Altfest L J & Co Inc | 9,569 | $342.0K | 0.06% | +9,569 | New |
| Signaturefd, LLC | 9,628 | $344.0K | 0.01% | +2,235+30.2% | Added |
| Penserra Capital Management LLC | 9,808 | $349.0K | 0.01% | −1,024−9.5% | Reduced |
| Pathstone Family Office, LLC | 9,853 | $351.6K | 0.01% | −5,119−34.2% | Reduced |
| PDT Partners, LLC | 9,856 | $352.0K | 0.03% | −22,418−69.5% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,858 | $352.0K | 0.02% | −4,828−32.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 9,883 | $353.0K | 0.01% | +170+1.8% | Added |
| Waldron Private Wealth LLC | 9,943 | $354.0K | 0.02% | +38+0.4% | Added |
| Lincoln National Corp | 9,984 | $356.0K | 0.01% | +241+2.5% | Added |
| Supplemental Annuity Collective Trust of NJ | 10,000 | $357.0K | 0.14% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 10,000 | $357.0K | 0.13% | +10,000 | New |
| Gator Capital Management, LLC | 10,000 | $357.0K | 0.30% | +10,000 | New |
| Cary Street Partner Investment Advisory LLC | 10,044 | $358.0K | 0.03% | −2,001−16.6% | Reduced |
| CIBC Private Wealth Group, LLC | 10,094 | $360.0K | 0.00% | −7,355−42.2% | Reduced |
| Alethea Capital Management, LLC | 10,425 | $372.0K | 0.47% | +10,425 | New |
| Advisors Capital Management, LLC | 10,487 | $374.0K | 0.01% | −68−0.6% | Reduced |
| Newman Dignan & Sheerar, Inc. | 10,518 | $375.0K | 0.13% | −9−0.1% | Reduced |
| Pinnacle Holdings, LLC | 10,515 | $375.3K | 0.17% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 10,536 | $376.0K | 0.31% | +1,628+18.3% | Added |
| Teza Capital Management LLC | 10,542 | $376.0K | 0.14% | +10,542 | New |
| Fort Washington Investment Advisors Inc | 10,591 | $378.0K | 0.00% | −534−4.8% | Reduced |
| CAPROCK Group, Inc. | 10,611 | $379.0K | 0.04% | −1,857−14.9% | Reduced |
| Texas Yale Capital Corp. | 10,692 | $382.0K | 0.02% | +10,692 | New |
| Y-Intercept (Hong Kong) Ltd | 10,856 | $387.0K | 0.05% | +128+1.2% | Added |
| Argus Investors' Counsel, Inc. | 10,833 | $387.0K | 0.29% | +1,528+16.4% | Added |
| Everence Capital Management Inc | 10,900 | $389.0K | 0.03% | 00.0% | Unchanged |
| Platform Technology Partners | 10,960 | $391.0K | 0.21% | +10,960 | New |
| Measured Wealth Private Client Group, LLC | 11,056 | $395.0K | 0.17% | −8,447−43.3% | Reduced |
| Keybank National Association | 11,098 | $396.0K | 0.00% | −3,073−21.7% | Reduced |
| Caas Capital Management LP | 11,250 | $402.0K | 0.05% | +5,625+100.0% | Added |
| Northwestern Mutual Wealth Management Co | 11,327 | $405.0K | 0.00% | +3,244+40.1% | Added |
| CPWM, LLC | 11,438 | $408.0K | 0.04% | −687−5.7% | Reduced |
| AE Wealth Management LLC | 11,597 | $414.0K | 0.00% | −1,341−10.4% | Reduced |
| Amplius Wealth Advisors, LLC | 11,732 | $418.0K | 0.07% | −331−2.7% | Reduced |
| Lincoln Capital Corp | 11,707 | $418.0K | 0.27% | −90−0.8% | Reduced |
| Liberty One Investment Management, LLC | 9,109 | $418.0K | 0.07% | +2,838+45.3% | Added |
| Wolverine Trading, LLC | 11,631 | $420.0K | 0.01% | +11,631 | New |
| Qtron Investments LLC | 11,786 | $421.0K | 0.09% | −2,843−19.4% | Reduced |
| Coldstream Capital Management Inc | 11,795 | $421.0K | 0.02% | +846+7.7% | Added |
| Forum Financial Management, LP | 11,919 | $425.0K | 0.02% | +2,223+22.9% | Added |
| Cetera Advisor Networks LLC | 12,014 | $429.0K | 0.01% | −4,759−28.4% | Reduced |
| Vestcor Inc | 12,047 | $430.0K | 0.02% | +3,283+37.5% | Added |
| Great Valley Advisor Group, Inc. | 12,183 | $435.0K | 0.02% | +361+3.1% | Added |
| Salzhauer Michael | 12,201 | $435.0K | 0.27% | −1,300−9.6% | Reduced |
| Regentatlantic Capital LLC | 12,294 | $439.0K | 0.01% | +3,432+38.7% | Added |
| Pacer Advisors, Inc. | 12,405 | $443.0K | 0.00% | −21,369−63.3% | Reduced |
| Court Place Advisors, LLC | 12,475 | $445.0K | 0.17% | −250−2.0% | Reduced |
| Continuum Advisory, LLC | 12,579 | $449.0K | 0.08% | +1,818+16.9% | Added |
| Summit X, LLC | 12,645 | $452.0K | 0.13% | +2,270+21.9% | Added |
| Algert Global LLC | 12,795 | $457.0K | 0.03% | −347−2.6% | Reduced |
| Greenleaf Trust | 12,797 | $457.0K | 0.01% | +1,693+15.2% | Added |