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Livermore
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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.

Other share classesCFG.PECFG.PHCFG.PI

13F holders, Q1 2026

Institutional positions in Citizens Financial Group Inc as of Mar 31, 2026. 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
1,024
+74 vs. Q4 2025
Shares held
397.8M
+44.2M (+12.5%) vs. Q4 2025
Total value
$23.8B
+$3.18B (+15.4%) vs. Q4 2025
New holders
146
435 more added
Sold out
72
308 more reduced

17 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2025: 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.

Institutional holdersQ1 2026: 1,024 institutions
Q1 2021: 685 institutionsQ2 2021: 695 institutionsQ3 2021: 704 institutionsQ4 2021: 749 institutionsQ1 2022: 760 institutionsQ2 2022: 751 institutionsQ3 2022: 735 institutionsQ4 2022: 775 institutionsQ1 2023: 740 institutionsQ2 2023: 693 institutionsQ3 2023: 651 institutionsQ4 2023: 711 institutionsQ1 2024: 720 institutionsQ2 2024: 763 institutionsQ3 2024: 801 institutionsQ4 2024: 821 institutionsQ1 2025: 831 institutionsQ2 2025: 807 institutionsQ3 2025: 862 institutionsQ4 2025: 967 institutionsQ1 2026: 1,024 institutionsQ2 2026: 1,100 institutions
Value heldQ1 2026: $23.8B
Q1 2021: $17.5BQ2 2021: $18.2BQ3 2021: $18.9BQ4 2021: $19.0BQ1 2022: $18.4BQ2 2022: $15.7BQ3 2022: $15.1BQ4 2022: $17.3BQ1 2023: $13.5BQ2 2023: $11.6BQ3 2023: $11.8BQ4 2023: $14.4BQ1 2024: $15.4BQ2 2024: $14.8BQ3 2024: $17.1BQ4 2024: $18.1BQ1 2025: $16.8BQ2 2025: $18.5BQ3 2025: $21.4BQ4 2025: $24.0BQ1 2026: $23.8BQ2 2026: $28.6B
Institutions holding CFG and their total value by quarter
QuarterHoldersValue
Q2 20261,100$28.6B
Q1 20261,024$23.8B
Q4 2025967$24.0B
Q3 2025862$21.4B
Q2 2025807$18.5B
Q1 2025831$16.8B
Q4 2024821$18.1B
Q3 2024801$17.1B
Q2 2024763$14.8B
Q1 2024720$15.4B
Q4 2023711$14.4B
Q3 2023651$11.8B
Q2 2023693$11.6B
Q1 2023740$13.5B
Q4 2022775$17.3B
Q3 2022735$15.1B
Q2 2022751$15.7B
Q1 2022760$18.4B
Q4 2021749$19.0B
Q3 2021704$18.9B
Q2 2021695$18.2B
Q1 2021685$17.5B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Citizens Financial Group Inc; share changes are against Q4 2025.

Institutions holding CFG in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Y.D. More Investments Ltd271$510.00%−39−12.6%Reduced
SOA Wealth Advisors, LLC.1$720.00%00.0%Unchanged
Bartlett & Co. Wealth Management LLC2$1270.00%+2New
Rakuten Securities, Inc.3$1800.00%+2+200.0%Added
Albion Financial Group3$1800.00%+3New
3 Factor Indexing, LLC3$1800.00%+3New
Cassaday & Co Wealth Management LLC4$2400.00%+4New
Curio Wealth, LLC4$2400.00%+4New
Aventura Private Wealth, LLC5$3000.00%00.0%Unchanged
Trust Co of Toledo NA5$3000.00%+5New
Nvest Wealth Strategies, Inc.5$3000.00%+5New
MidFirst Bank6$3600.00%+6New
Redwood Park Advisors LLC7$4200.00%−5−41.7%Reduced
Seneschal Advisors, LLC8$4800.00%00.0%Unchanged
NorthAvenue LLC8$4800.00%00.0%Unchanged
Westside Investment Management, Inc.10$6000.00%00.0%Unchanged
Essential Investment Partners LLC10$6000.00%00.0%Unchanged
Bare Financial Services, Inc11$6600.00%00.0%Unchanged
Arcadia Investment Management Corp12$7200.00%00.0%Unchanged
Westfuller Advisors, LLC12$7200.00%00.0%Unchanged
TopTier Wealth Management, LLC12$7200.00%+12New
WestEnd Advisors, LLC13$7800.00%00.0%Unchanged
Signature Equity Partners, LLC13$7800.00%00.0%Unchanged
United Community Bank14$8400.00%00.0%Unchanged
Investors Portfolio Services LLC15$9110.00%−1−6.3%Reduced
Country Trust Bank16$9600.00%00.0%Unchanged
Quaker Wealth Management, LLC16$9600.00%+6+60.0%Added
Coston, McIsaac & Partners31$1.00K0.00%00.0%Unchanged
Phillip James Consulting Co.19$1.00K0.00%+19New
Cherry Tree Wealth Management, LLC18$1.05K0.00%00.0%Unchanged
Portus Wealth Advisors, LLC20$1.20K0.00%+20New
HFM Investment Advisors, LLC22$1.32K0.00%−83−79.0%Reduced
Marquette Asset Management, LLC22$1.32K0.00%+22New
SWAN Capital LLC25$1.50K0.00%00.0%Unchanged
Truvestments Capital LLC26$1.56K0.00%+14+116.7%Added
Financial Consulate, Inc26$1.56K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.29$1.74K0.00%+29New
Main Street Group, LTD29$1.75K0.00%+29New
PFS Partners, LLC30$1.80K0.00%00.0%Unchanged
DT Investment Partners, LLC34$2.04K0.00%−330−90.7%Reduced
Bell Investment Advisors, Inc34$2.04K0.00%−14−29.2%Reduced
Aspect Partners, LLC35$2.10K0.00%00.0%Unchanged
Basepoint Wealth LLC36$2.13K0.00%+1+2.9%Added
IMG Wealth Management, Inc.37$2.22K0.00%+23+164.3%Added
Kilter Group LLC38$2.28K0.00%−2−5.0%Reduced
HM Payson & Co38$2.28K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC38$2.28K0.00%00.0%Unchanged
Valued Wealth Advisors LLC38$2.28K0.00%+38New
Center for Financial Planning, Inc.43$2.58K0.00%00.0%Unchanged
American Capital Advisory, LLC43$2.58K0.00%+26+152.9%Added
Hughes Financial Services, LLC46$2.76K0.00%+6+15.0%Added
Independence Bank of Kentucky50$3.00K0.00%00.0%Unchanged
Steigerwald, Gordon & Koch Inc.52$3.12K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC52$3.12K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton53$3.18K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.56$3.36K0.00%00.0%Unchanged
Wilkerson Advisory Group LLC58$3.48K0.00%+58New
JNBA Financial Advisors58$3.48K0.00%00.0%Unchanged
Rialto Wealth Management, LLC58$3.48K0.00%+14+31.8%Added
Bay Harbor Wealth Management, LLC59$3.54K0.00%+14+31.1%Added
Clark Wealth Partners61$3.66K0.00%−4−6.2%Reduced
TFC Financial Management61$3.66K0.00%00.0%Unchanged
Kingdom Financial Group LLC.62$3.72K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.62$3.72K0.00%+46+287.5%Added
Principia Wealth Advisory, LLC64$3.84K0.00%+15+30.6%Added
Triumph Capital Management66$3.98K0.00%+8+13.8%Added
Ogorek Anthony Joseph68$4.00K0.00%−95−58.3%Reduced
SHP Wealth Management67$4.02K0.00%+56+509.1%Added
Mowery & Schoenfeld Wealth Management, LLC69$4.12K0.01%00.0%Unchanged
Clear Street Markets LLC70$4.20K0.00%−569−89.0%Reduced
Cornerstone Financial Management LLC72$4.32K0.00%+24+50.0%Added
Addison Advisors LLC74$4.44K0.00%00.0%Unchanged
Whipplewood Advisors, LLC74$4.44K0.00%+74New
Piscataqua Savings Bank75$4.50K0.00%00.0%Unchanged
Bangor Savings Bank75$4.50K0.00%00.0%Unchanged
Dogwood Wealth Management LLC76$4.56K0.00%+76New
Arlington Trust Co LLC77$4.62K0.00%+77New
Clayton Financial Group LLC80$4.80K0.00%00.0%Unchanged
High Note Wealth, LLC80$4.80K0.00%+33+70.2%Added
NVWM, LLC80$4.80K0.00%−30−27.3%Reduced
Dunhill Financial, LLC80$4.81K0.00%+27+50.9%Added
Stone House Investment Management, LLC82$4.92K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd84$5.00K0.00%+75+833.3%Added
Sachetta, LLC86$5.16K0.00%+42+95.5%Added
POM Investment Strategies, LLC90$5.40K0.01%00.0%Unchanged
Key Financial Inc91$5.46K0.00%00.0%Unchanged
S&T Bank91$5.46K0.00%+45+97.8%Added
South State Corp.94$5.64K0.00%−91−49.2%Reduced
Raffa Wealth Management, LLC97$5.82K0.00%+48+98.0%Added
GHP Investment Advisors, Inc.97$5.82K0.00%+5+5.4%Added
Fourth Dimension Wealth, LLC100$6.00K0.00%00.0%Unchanged
First Command Advisory Services, Inc.100$6.00K0.00%+33+49.3%Added
Avion Wealth108$6.00K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC101$6.04K0.00%+101New
ZRC Wealth Management, LLC101$6.06K0.00%+45+80.4%Added
Jackson, Grant Investment Advisers, Inc.112$6.72K0.00%00.0%Unchanged
Kerr Financial Planning Corp105$6.79K0.01%+1+1.0%Added
Chilton Capital Management LLC116$6.96K0.00%+105+954.5%Added
Capital Advisors, Ltd. LLC122$7.00K0.00%00.0%Unchanged
Colonial Trust Co117$7.02K0.00%+45+62.5%Added