Skip to main content

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
Hilton Head Capital Partners, LLC119$7.14K0.00%00.0%Unchanged
Nemes Rush Group LLC120$7.20K0.00%00.0%Unchanged
Bogart Wealth, LLC120$7.20K0.00%+24+25.0%Added
Newbridge Financial Services Group, Inc.121$7.26K0.00%00.0%Unchanged
Torren Management, LLC125$7.51K0.00%−52−29.4%Reduced
Princeton Global Asset Management LLC129$7.74K0.00%00.0%Unchanged
Asset Dedication, LLC130$7.80K0.00%+8+6.6%Added
N.E.W. Advisory Services LLC132$7.92K0.00%00.0%Unchanged
AdvisorNet Financial, Inc141$8.46K0.00%+2+1.4%Added
Financial Management Professionals, Inc.142$8.52K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC144$8.64K0.00%−209−59.2%Reduced
Prestige Wealth Management Group LLC144$8.64K0.00%00.0%Unchanged
Private Wealth Management Group, LLC144$8.64K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA150$9.00K0.00%−810−84.4%Reduced
Timothy G. Youngquist 2020 Irrevocable Trust151$9.05K0.00%+151New
Caldwell Sutter Capital, Inc.159$9.54K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC164$9.84K0.00%00.0%Unchanged
Duncker Streett & Co Inc170$10.2K0.00%00.0%Unchanged
Creative Financial Designs Inc171$10.3K0.00%00.0%Unchanged
Boreal Capital Management LLC173$10.4K0.01%00.0%Unchanged
Central Pacific Bank - Trust Division173$10.4K0.00%+173New
United Financial Planning Group LLC182$10.9K0.01%+182New
1015 Capital Partners, LLC197$11.8K0.01%+2+1.0%Added
Salomon & Ludwin, LLC194$11.8K0.00%00.0%Unchanged
UMA Financial Services, Inc.200$12.0K0.00%−130−39.4%Reduced
Vision Financial Markets LLC200$12.0K0.01%00.0%Unchanged
Community Financial Services Group, LLC200$12.1K0.00%+200New
Decker Retirement Planning Inc.205$12.3K0.01%00.0%Unchanged
First Horizon Corp209$12.5K0.00%+23+12.4%Added
North Star Investment Management Corp.210$12.6K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC211$12.6K0.01%−40−15.9%Reduced
Strategic Wealth Partners, Ltd.217$13.0K0.00%00.0%Unchanged
Barrett & Company, Inc.218$13.1K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC227$13.6K0.00%+5+2.3%Added
Leonteq Securities AG238$14.3K0.00%+157+193.8%Added
McIlrath & Eck, LLC240$14.4K0.00%−69−22.3%Reduced
J.Safra Asset Management Corp245$14.7K0.00%−23−8.6%Reduced
Highline Wealth Partners LLC260$15.6K0.00%+174+202.3%Added
Strive Financial Group ,LLC270$16.0K0.01%+261+2,900.0%Added
Frazier Financial Advisors, LLC270$16.2K0.01%00.0%Unchanged
JPL Wealth Management, LLC276$16.6K0.00%+276New
Kemnay Advisory Services Inc.289$17.3K0.00%+289New
Synergy Investment Management, LLC298$17.9K0.01%+298New
Citizens National Bank Trust Department300$18.0K0.00%00.0%Unchanged
Vanguard National Trust Co301$18.1K0.00%+301New
Hilltop National Bank306$18.4K0.00%+306New
Motco309$18.5K0.00%−1,040−77.1%Reduced
Sunbelt Securities, Inc.309$18.5K0.00%+82+36.1%Added
Farmers & Merchants Investments Inc315$18.9K0.00%00.0%Unchanged
Atlantic Trust, LLC316$19.0K0.00%00.0%Unchanged
Elequin Capital LP324$19.4K0.00%+324New
Roxbury Financial LLC335$20.1K0.02%+2+0.6%Added
RWM Asset Management, LLC345$20.7K0.00%+345New
Wall Street Access Asset Management, LLC350$21.0K0.01%00.0%Unchanged
BFSG, LLC350$21.0K0.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.359$21.5K0.01%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC360$21.6K0.00%+246+215.8%Added
Cornerstone Planning Group LLC340$21.8K0.00%+94+38.2%Added
Covestor Ltd370$22.0K0.02%−109−22.8%Reduced
WPG Advisers, LLC370$22.2K0.02%00.0%Unchanged
Golden State Equity Partners370$22.2K0.00%+370New
Smallwood Wealth Investment Management, LLC378$22.7K0.01%00.0%Unchanged
Keating Financial Advisory Services, Inc.382$22.9K0.00%+196+105.4%Added
Whittier Trust Co of Nevada Inc382$23.5K0.00%+55+16.8%Added
Ameliora Wealth Management Ltd.420$24.5K0.01%00.0%Unchanged
Transamerica Financial Advisors, Inc.409$24.5K0.00%+397+3,308.3%Added
Ares Financial Consulting, LLC423$25.6K0.02%+423New
Virtus ETF Advisers LLC428$25.7K0.01%−6,864−94.1%Reduced
Twin Peaks Wealth Advisors, LLC438$26.3K0.01%+438New
Golden State Wealth Management, LLC442$26.6K0.00%+3+0.7%Added
University of Texas/Texas Am Investment Managment Co445$26.7K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC448$26.9K0.01%+448New
Gunpowder Capital Management, LLC dba Oliver Wealth Management500$30.0K0.02%00.0%Unchanged
Crewe Advisors LLC537$32.2K0.00%+12+2.3%Added
Activest Wealth Management539$32.3K0.01%+26+5.1%Added
Bank of New Hampshire550$33.0K0.01%00.0%Unchanged
Quarry LP600$36.0K0.01%−1,922−76.2%Reduced
Southern Michigan Bank & Trust600$36.0K0.01%+600New
Valley National Advisers Inc608$36.0K0.00%−3−0.5%Reduced
Wealth Preservation Advisors, LLC625$37.5K0.03%+425+212.5%Added
CoreCap Advisors, LLC655$39.3K0.00%+179+37.6%Added
GoalVest Advisory LLC680$40.8K0.01%00.0%Unchanged
Spire Wealth Management694$41.6K0.00%−39−5.3%Reduced
Canton Hathaway, LLC730$43.8K0.01%00.0%Unchanged
True Wealth Design, LLC737$44.2K0.01%+24+3.4%Added
Fortitude Family Office, LLC766$45.9K0.01%+56+7.9%Added
Geneos Wealth Management Inc.775$46.5K0.00%+502+183.9%Added
Oslo Pensjonsforsikring AS780$46.8K0.01%+780New
Bruce G. Allen Investments, LLC798$47.9K0.03%−115−12.6%Reduced
Westpac Banking Corp824$49.4K0.00%−582−41.4%Reduced
Quest 10 Wealth Builders, Inc.878$52.7K0.05%−15−1.7%Reduced
Central Trust Co920$55.2K0.00%−202−18.0%Reduced
Group One Trading, L.P.924$55.4K0.00%+924New
Wealth Enhancement Trust Services, Inc.935$56.1K0.01%00.0%Unchanged
SBI Securities Co., Ltd.974$58.4K0.00%−102−9.5%Reduced
Pension & Wealth Management Advisors, Inc.1,023$61.4K0.02%−287−21.9%Reduced
Owl Creek Wealth Partners LLC1,062$63.7K0.02%+1,062New
Board of the Pension Protection Fund1,100$66.0K0.06%−200−15.4%Reduced
NBT Bank N A1,106$66.3K0.00%+1,048+1,806.9%Added
Grove Bank & Trust1,107$66.4K0.01%00.0%Unchanged