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 |
|---|---|---|---|---|---|
| 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 |
| Sentry Investment Management LLC | 3,341 | $119.0K | 0.05% | +7+0.2% | Added |
| CX Institutional | 3,145 | $112.0K | 0.01% | +3,145 | New |
| Harvest Fund Management Co., Ltd | 3,098 | $111.0K | 0.03% | +956+44.6% | Added |
| Covestor Ltd | 3,084 | $110.0K | 0.09% | +975+46.2% | Added |
| Clearstead Advisors, LLC | 3,007 | $107.0K | 0.01% | +105+3.6% | Added |
| Aquatic Capital Management LLC | 2,900 | $104.0K | 0.03% | +1,100+61.1% | Added |
| AGF Investments LLC | 2,616 | $93.0K | 0.01% | −5,826−69.0% | 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 |
| TD Private Client Wealth LLC | 2,392 | $85.4K | 0.00% | −504−17.4% | Reduced |
| West Paces Advisors Inc. | 2,314 | $82.6K | 0.03% | +492+27.0% | Added |
| EverSource Wealth Advisors, LLC | 2,210 | $78.0K | 0.02% | +144+7.0% | Added |
| 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 |
| Quent Capital, LLC | 2,123 | $76.0K | 0.02% | 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 |
| Corsicana & Co. | 2,000 | $71.0K | 0.06% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 1,922 | $69.0K | 0.00% | −66,118−97.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,815 | $65.0K | 0.01% | +306+20.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,683 | $60.0K | 0.01% | +1,407+509.8% | Added |
| Ten Capital Wealth Advisors, LLC | 1,621 | $58.0K | 0.03% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,586 | $57.0K | 0.02% | −131−7.6% | Reduced |
| Johnson Financial Group, Inc. | 1,400 | $50.0K | 0.00% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 1,350 | $48.0K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,325 | $47.0K | 0.02% | +1,051+383.6% | Added |
| Glassman Wealth Services | 1,250 | $45.0K | 0.01% | +140+12.6% | Added |
| NVWM, LLC | 1,188 | $42.0K | 0.02% | +1,188 | New |
| 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 |
| 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 |
| Spire Wealth Management | 1,041 | $37.0K | 0.00% | −442−29.8% | Reduced |
| Zions Bancorporation, N.A. | 965 | $34.0K | 0.00% | −95−9.0% | Reduced |
| Sageworth Trust Co | 902 | $32.0K | 0.00% | +902 | New |
| 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 |
| Evoke Wealth, LLC | 826 | $29.0K | 0.00% | +365+79.2% | Added |
| Canton Hathaway, LLC | 790 | $28.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Raleigh Capital Management Inc. | 697 | $25.0K | 0.01% | +7+1.0% | Added |
| Bank of New Hampshire | 685 | $24.0K | 0.01% | +595+661.1% | Added |
| 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 |
| West Oak Capital, LLC | 600 | $21.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Ronald Blue Trust, Inc. | 379 | $17.0K | 0.00% | +379 | New |
| Larson Financial Group LLC | 449 | $16.0K | 0.00% | +449 | New |
| Arlington Partners LLC | 433 | $15.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| TD Waterhouse Canada Inc. | 341 | $12.9K | 0.00% | +81+31.2% | Added |
| Hexagon Capital Partners LLC | 346 | $12.0K | 0.00% | +81+30.6% | Added |
| Bell Investment Advisors, Inc | 343 | $12.0K | 0.00% | +343 | New |
| Heritage Wealth Management, LLC | 323 | $11.5K | 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 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 |
| 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 |
| 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 |
| Atlas Capital Advisors LLC | 200 | $7.14K | 0.00% | −375−65.2% | Reduced |
| 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 |
| 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 |
| 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 |